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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
Asset Management One Co.,Ltd.34,320$5.27M0.01%+21,532+168.4%Added
Toroso Investments, LLC34,685$5.21M0.02%+27,569+387.4%Added
Royal Bank of Canada33,645$5.05M0.00%+28,014+497.5%Added
Neuberger Berman Group LLC30,838$4.63M0.00%−2,385−7.2%Reduced
State of Alaska, Department of Revenue30,430$4.57M0.05%−25,373−45.5%Reduced
Freestone Grove Partners LP28,913$4.34M0.03%+28,913New
MetLife Investment Management28,763$4.32M0.02%−1,616−5.3%Reduced
First Trust Advisors LP28,743$4.31M0.00%−4,158−12.6%Reduced
Russell Investments Group, Ltd.28,740$4.31M0.00%+943+3.4%Added
LPL Financial LLC27,738$4.16M0.00%+13,738+98.1%Added
Teachers Retirement System of the State of Kentucky27,677$4.15M0.03%−2,070−7.0%Reduced
Susquehanna International Group, LLP27,557$4.14M0.01%+21,556+359.2%Added
Renaissance Technologies LLC26,833$4.03M0.01%+26,833New
Illinois Municipal Retirement Fund26,674$4.00M0.05%−104−0.4%Reduced
Chase Investment Counsel Corp26,621$4.00M1.12%+1,330+5.3%Added
Foster & Motley Inc25,890$3.88M0.21%−211−0.8%Reduced
Manufacturers Life Insurance Company, The25,410$3.81M0.00%−335−1.3%Reduced
Algert Global LLC25,380$3.81M0.06%−30,240−54.4%Reduced
State Board of Administration of Florida Retirement System25,223$3.79M0.01%−1,436−5.4%Reduced
Acadian Asset Management LLC25,192$3.77M0.01%+25,192New
Louisiana State Employees Retirement System25,000$3.75M0.06%+500+2.0%Added
Mirae Asset Global ETFs Holdings Ltd.24,312$3.65M0.01%+19+0.1%Added
Nicholas Investment Partners, LP24,286$3.64M0.27%+24,286New
De Lisle Partners LLP24,000$3.60M0.46%+24,000New
Cetera Investment Advisers22,295$3.35M0.00%+172+0.8%Added
Bridgeway Capital Management, LLC21,800$3.27M0.07%−7,800−26.4%Reduced
Federation des caisses Desjardins du Quebec21,570$3.24M0.01%−7,770−26.5%Reduced
Moran Wealth Management, LLC21,219$3.18M0.10%−1,313−5.8%Reduced
Liontrust Investment Partners LLP21,006$3.15M0.05%+21,006New
State of Tennessee, Treasury Department21,743$3.08M0.01%+506+2.4%Added
Atria Investments LLC20,210$3.03M0.03%−631−3.0%Reduced
Ritholtz Wealth Management20,023$3.00M0.05%+3,054+18.0%Added
Occam Crest Management LP20,000$3.00M2.15%+20,000New
Zurcher Kantonalbank (Zurich Cantonalbank)19,702$2.96M0.01%−1,488−7.0%Reduced
Assenagon Asset Management S.A.19,573$2.94M0.00%−17,862−47.7%Reduced
Wedge Capital Management L L P19,557$2.93M0.05%−3,511−15.2%Reduced
State of New Jersey Common Pension Fund D19,052$2.86M0.01%−1,002−5.0%Reduced
Yousif Capital Management, LLC15,731$2.75M0.03%−2,174−12.1%Reduced
Verition Fund Management LLC18,214$2.73M0.01%−1,722−8.6%Reduced
Moody Aldrich Partners LLC18,015$2.70M0.50%+18,015New
Edgestream Partners, L.P.17,776$2.67M0.08%−17,850−50.1%Reduced
Capital Fund Management S.A.16,885$2.53M0.02%+16,885New
Oliver Luxxe Assets LLC16,705$2.51M0.38%−10,201−37.9%Reduced
Redhawk Wealth Advisors, Inc.16,574$2.49M0.28%−411−2.4%Reduced
Diversified Trust Co16,105$2.42M0.04%−1,278−7.4%Reduced
Citigroup Inc15,975$2.40M0.00%−6,151−27.8%Reduced
Amalgamated Bank15,787$2.37M0.02%+480+3.1%Added
Integrated Quantitative Investments LLC15,705$2.36M0.51%+3,135+24.9%Added
Bosman Wealth Management, LLC15,634$2.35M1.93%+15,634New
BNP Paribas Arbitrage, SA15,500$2.33M0.00%+2,260+17.1%Added
First Eagle Investment Management, LLC15,377$2.31M0.00%−31,331−67.1%Reduced
Pacifica Partners Inc.14,193$2.26M1.00%−230−1.6%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,031$2.26M0.04%+146+1.0%Added
Citadel Advisors LLC15,019$2.25M0.00%+15,019New
Arizona State Retirement System14,775$2.22M0.01%−1,029−6.5%Reduced
Quadrant Capital Group LLC14,571$2.19M0.07%−167−1.1%Reduced
Glenmede Trust Co NA14,462$2.17M0.01%+14,462New
Vestcor Inc14,451$2.17M0.06%+4,184+40.8%Added
Police & Firemen's Retirement System of New Jersey14,101$2.12M0.02%−516−3.5%Reduced
Quantinno Capital Management LP13,976$2.10M0.00%+1,657+13.5%Added
Somerset Group LLC13,493$2.07M1.56%+13,493New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,508$2.03M0.01%−62−0.5%Reduced
Wiley Bros.-Aintree Capital, LLC13,496$2.03M0.01%−426−3.1%Reduced
Amundi13,228$1.99M0.00%−1,030−7.2%Reduced
Gamco Investors, Inc. Et Al12,890$1.93M0.02%−9,591−42.7%Reduced
STRS Ohio12,700$1.91M0.01%−1,100−8.0%Reduced
Oregon Public Employees Retirement Fund12,471$1.87M0.02%+500+4.2%Added
Horizon Investments, LLC11,828$1.78M0.02%−3,670−23.7%Reduced
Lazard Asset Management LLC11,703$1.76M0.00%−12,834−52.3%Reduced
KLP Kapitalforvaltning AS11,400$1.71M0.01%+200+1.8%Added
Kesler, Norman & Wride, LLC11,121$1.67M0.29%+833+8.1%Added
Los Angeles Capital Management LLC12,055$1.63M0.01%+705+6.2%Added
Jennison Associates LLC10,687$1.60M0.00%−213−2.0%Reduced
Quest Partners LLC10,576$1.59M0.09%−419−3.8%Reduced
ProShare Advisors LLC10,476$1.57M0.00%+176+1.7%Added
Pathstone Holdings, LLC10,400$1.56M0.01%+357+3.6%Added
Delphi Management Inc10,277$1.54M1.50%−2,842−21.7%Reduced
Mitsubishi UFJ Trust & Banking Corp10,131$1.52M0.00%+8,854+693.3%Added
Sora Investors LLC10,117$1.52M0.13%−5,001−33.1%Reduced
Credit Agricole S A10,113$1.52M0.00%+10,113New
Nomura Asset Management International Inc.10,100$1.52M0.00%+10,100New
Loomis Sayles & Co L P10,033$1.51M0.00%+10,033New
Commonwealth Equity Services, LLC10,017$1.50M0.00%+441+4.6%Added
RBF Capital, LLC10,000$1.50M0.07%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC9,617$1.44M0.05%+632+7.0%Added
JustInvest LLC9,599$1.44M0.01%−453−4.5%Reduced
Level Four Advisory Services, LLC9,417$1.41M0.05%+9,417New
Massachusetts Financial Services Co9,230$1.39M0.00%−14,918−61.8%Reduced
Walleye Trading LLC8,980$1.35M0.02%−2,601−22.5%Reduced
Mariner, LLC8,909$1.34M0.00%+5,073+132.2%Added
Evergreen Capital Management LLC8,648$1.30M0.03%+62+0.7%Added
Cresset Asset Management, LLC8,467$1.27M0.01%+48+0.6%Added
XTX Topco Ltd8,374$1.26M0.03%−1,589−15.9%Reduced
Jefferies Financial Group Inc.8,331$1.25M0.01%+8,331New
SG Americas Securities, LLC8,279$1.24M0.00%+501+6.4%Added
Sanctuary Advisors, LLC8,244$1.24M0.01%+4,766+137.0%Added
Legato Capital Management LLC8,213$1.23M0.11%+8,213New
Sphera Management Technology Funds Ltd8,000$1.20M0.63%+8,000New
Maryland State Retirement & Pension System7,989$1.20M0.02%+329+4.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,852$1.19M0.00%+7,343+1,442.6%Added