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Sanmina Corp

SANM
Exchange
Nasdaq
Industry
Printed Circuit Boards
SEC CIK
0000897723

In the last 90 days, Sanmina Corp insiders filed 0 open-market purchases and 2 sales; 573 institutions reported holding it in 13F filings for Q2 2026, worth $12.7B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Sanmina Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
451
+72 vs. Q3 2025
Shares held
54.7M
+1.12M (+2.1%) vs. Q3 2025
Total value
$8.21B
+$2.05B (+33.2%) vs. Q3 2025
New holders
107
132 more added
Sold out
35
170 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SANM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 451 institutions
Q1 2021: 252 institutionsQ2 2021: 251 institutionsQ3 2021: 243 institutionsQ4 2021: 258 institutionsQ1 2022: 265 institutionsQ2 2022: 272 institutionsQ3 2022: 289 institutionsQ4 2022: 351 institutionsQ1 2023: 348 institutionsQ2 2023: 317 institutionsQ3 2023: 310 institutionsQ4 2023: 299 institutionsQ1 2024: 315 institutionsQ2 2024: 285 institutionsQ3 2024: 312 institutionsQ4 2024: 313 institutionsQ1 2025: 326 institutionsQ2 2025: 356 institutionsQ3 2025: 384 institutionsQ4 2025: 451 institutionsQ1 2026: 460 institutionsQ2 2026: 573 institutions
Value heldQ4 2025: $8.21B
Q1 2021: $2.58BQ2 2021: $2.45BQ3 2021: $2.36BQ4 2021: $2.43BQ1 2022: $2.30BQ2 2022: $2.24BQ3 2022: $2.47BQ4 2022: $3.08BQ1 2023: $3.28BQ2 2023: $3.19BQ3 2023: $2.86BQ4 2023: $2.71BQ1 2024: $3.26BQ2 2024: $3.49BQ3 2024: $3.60BQ4 2024: $4.02BQ1 2025: $3.94BQ2 2025: $5.19BQ3 2025: $6.17BQ4 2025: $8.21BQ1 2026: $6.89BQ2 2026: $12.7B
Institutions holding SANM and their total value by quarter
QuarterHoldersValue
Q2 2026573$12.7B
Q1 2026460$6.89B
Q4 2025451$8.21B
Q3 2025384$6.17B
Q2 2025356$5.19B
Q1 2025326$3.94B
Q4 2024313$4.02B
Q3 2024312$3.60B
Q2 2024285$3.49B
Q1 2024315$3.26B
Q4 2023299$2.71B
Q3 2023310$2.86B
Q2 2023317$3.19B
Q1 2023348$3.28B
Q4 2022351$3.08B
Q3 2022289$2.47B
Q2 2022272$2.24B
Q1 2022265$2.30B
Q4 2021258$2.43B
Q3 2021243$2.36B
Q2 2021251$2.45B
Q1 2021252$2.58B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q3 2025.

Institutions holding SANM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC127,571$19.1M0.01%−52,142−29.0%Reduced
D. E. Shaw & Co., Inc.131,068$19.7M0.01%−211,046−61.7%Reduced
Bridgewater Associates, LP135,511$20.3M0.07%+62,058+84.5%Added
Lord, Abbett & Co. LLC137,044$20.6M0.06%+137,044New
Voya Investment Management LLC141,089$21.2M0.02%+129,013+1,068.3%Added
Legal & General Group Plc141,943$21.3M0.00%−2,477−1.7%Reduced
Ameriprise Financial Inc145,871$21.9M0.00%+2,445+1.7%Added
Rhumbline Advisers148,124$22.2M0.02%−15,117−9.3%Reduced
Victory Capital Management Inc165,842$24.9M0.01%−66,352−28.6%Reduced
UBS Group AG178,669$26.8M0.01%+63,980+55.8%Added
Public Sector Pension Investment Board214,502$32.2M0.11%−11,130−4.9%Reduced
Qube Research & Technologies Ltd217,551$32.6M0.05%−153,719−41.4%Reduced
T. Rowe Price Investment Management, Inc.223,804$33.6M0.02%−60,540−21.3%Reduced
William Blair Investment Management, LLC229,362$34.4M0.10%−94,656−29.2%Reduced
Wells Fargo & Company238,301$35.8M0.01%+15,015+6.7%Added
Panagora Asset Management Inc255,420$38.3M0.14%−10,075−3.8%Reduced
JPMorgan Chase & Co267,353$40.1M0.00%−297,064−52.6%Reduced
Millennium Management LLC268,788$40.3M0.03%+257,198+2,219.1%Added
Wellington Management Group LLP291,785$43.8M0.01%+146,993+101.5%Added
Principal Financial Group Inc311,919$46.8M0.02%+20,462+7.0%Added
SEI Investments Co315,210$47.3M0.05%+28,272+9.9%Added
New York State Common Retirement Fund326,880$49.1M0.07%−31,288−8.7%Reduced
Hennessy Advisors Inc336,800$50.5M1.79%−18,800−5.3%Reduced
American Century Companies Inc355,837$53.4M0.03%+36,137+11.3%Added
Alyeska Investment Group, L.P.356,035$53.4M0.15%+356,035New
Bank of New York Mellon Corp407,597$61.2M0.01%−558−0.1%Reduced
Marshall Wace, LLP428,519$64.3M0.06%+359,441+520.3%Added
Arrowstreet Capital, Limited Partnership475,151$71.3M0.04%+291,016+158.0%Added
Vaughan Nelson Investment Management, L.P.483,900$72.6M0.71%−54,250−10.1%Reduced
Global Alpha Capital Management Ltd.564,632$84.7M5.17%−251,259−30.8%Reduced
Allspring Global Investments Holdings, LLC539,644$86.0M0.14%+165,805+44.4%Added
Nuveen, LLC580,931$87.2M0.02%−9,849−1.7%Reduced
Frontier Capital Management Co LLC638,741$95.9M1.02%−153,337−19.4%Reduced
Charles Schwab Investment Management Inc649,423$97.5M0.02%−5,460−0.8%Reduced
Fisher Asset Management, LLC650,173$97.6M0.03%+483,312+289.6%Added
Northern Trust Corp664,502$99.7M0.01%−38,737−5.5%Reduced
Norges Bank678,024$101.8M0.01%+678,024New
Goldman Sachs Group Inc725,345$108.9M0.02%−141,503−16.3%Reduced
Fuller & Thaler Asset Management, Inc.732,369$109.9M0.37%+108,202+17.3%Added
Allianz Asset Management GmbH770,688$115.7M0.13%−5,916−0.8%Reduced
Bank of America Corp825,218$123.8M0.01%−7,475−0.9%Reduced
Earnest Partners LLC866,104$130.0M0.56%−117,431−11.9%Reduced
Morgan Stanley1,110,660$166.7M0.01%−230,930−17.2%Reduced
Advanced Micro Devices Inc1,151,052$172.7M89.65%+1,151,052New
Geode Capital Management, LLC1,629,023$244.5M0.02%+58,529+3.7%Added
State Street Corp2,105,710$316.0M0.01%−53,483−2.5%Reduced
Dimensional Fund Advisors LP2,270,984$340.8M0.07%−218,223−8.8%Reduced
Invesco Ltd.2,667,240$400.3M0.04%+481,588+22.0%Added
Vanguard Group Inc6,782,467$1.02B0.01%−398,618−5.6%Reduced
FMR LLC6,888,702$1.03B0.05%−669,547−8.9%Reduced
BlackRock, Inc.8,334,042$1.25B0.02%+320,757+4.0%Added
Oribel Capital Management, LP0$00.00%−270,900−100.0%Sold out
SG Capital Management LLC0$00.00%−87,399−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−44,010−100.0%Sold out
Twinbeech Capital LP0$00.00%−42,747−100.0%Sold out
Magnetar Financial LLC0$00.00%−35,495−100.0%Sold out
Engineers Gate Manager LP0$00.00%−18,349−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−16,849−100.0%Sold out
Andra AP-fonden0$00.00%−15,373−100.0%Sold out
Empowered Funds, LLC0$00.00%−15,093−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−11,443−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−10,796−100.0%Sold out
Macquarie Group Ltd0$00.00%−10,100−100.0%Sold out
Scientech Research LLC0$00.00%−8,180−100.0%Sold out
Winton Group Ltd0$00.00%−7,909−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−6,747−100.0%Sold out
Aviva PLC0$00.00%−4,753−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−3,624−100.0%Sold out
FORA Capital, LLC0$00.00%−3,401−100.0%Sold out
Virtu Financial LLC0$00.00%−2,724−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−2,670−100.0%Sold out
Aristides Capital LLC0$00.00%−2,430−100.0%Sold out
Longboard Asset Management, LP0$00.00%−2,032−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−1,759−100.0%Sold out
Principal Securities, Inc.0$00.00%−1,256−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,112−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−317−100.0%Sold out
State of Wyoming0$00.00%−180−100.0%Sold out
Rise Advisors, LLC0$00.00%−120−100.0%Sold out
Twin Tree Management, LP0$00.00%−87−100.0%Sold out
Atlantic Trust, LLC0$00.00%−34−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−30−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−16−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−7−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−4−100.0%Sold out
GWM Advisors LLC0$00.00%−3−100.0%Sold out
Glenmede Investment Management, LP––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Moloney Securities Asset Management, LLC––––Not filed
Shell Asset Management Co––––Not filed
Hemington Wealth Management––––Not filed