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, Q1 2026
Institutional positions in Sanmina Corp as of Mar 31, 2026. 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
- 460
- +16 vs. Q4 2025
- Shares held
- 53.1M
- +5.94M (+12.6%) vs. Q4 2025
- Total value
- $6.89B
- −$199.6M (−2.8%) vs. Q4 2025
- New holders
- 84
- 167 more added
- Sold out
- 68
- 163 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 573 | $12.7B |
| Q1 2026 | 460 | $6.89B |
| Q4 2025 | 451 | $8.21B |
| Q3 2025 | 384 | $6.17B |
| Q2 2025 | 356 | $5.19B |
| Q1 2025 | 326 | $3.94B |
| Q4 2024 | 313 | $4.02B |
| Q3 2024 | 312 | $3.60B |
| Q2 2024 | 285 | $3.49B |
| Q1 2024 | 315 | $3.26B |
| Q4 2023 | 299 | $2.71B |
| Q3 2023 | 310 | $2.86B |
| Q2 2023 | 317 | $3.19B |
| Q1 2023 | 348 | $3.28B |
| Q4 2022 | 351 | $3.08B |
| Q3 2022 | 289 | $2.47B |
| Q2 2022 | 272 | $2.24B |
| Q1 2022 | 265 | $2.30B |
| Q4 2021 | 258 | $2.43B |
| Q3 2021 | 243 | $2.36B |
| Q2 2021 | 251 | $2.45B |
| Q1 2021 | 252 | $2.58B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,592,515 | $1.11B | 0.02% | +258,473+3.1% | Added |
| FMR LLC | 7,256,500 | $940.7M | 0.05% | +367,798+5.3% | Added |
| Vanguard Portfolio Management LLC | 4,025,518 | $521.9M | 0.03% | +4,025,518 | New |
| Invesco Ltd. | 2,415,360 | $313.1M | 0.03% | −251,880−9.4% | Reduced |
| Vanguard Capital Management LLC | 2,352,192 | $304.9M | 0.01% | +2,352,192 | New |
| Dimensional Fund Advisors LP | 2,177,163 | $282.2M | 0.06% | −93,821−4.1% | Reduced |
| State Street Corp | 2,160,618 | $280.1M | 0.01% | +54,908+2.6% | Added |
| Geode Capital Management, LLC | 1,531,350 | $198.6M | 0.01% | −97,673−6.0% | Reduced |
| Advanced Micro Devices Inc | 1,151,052 | $149.2M | 85.57% | 00.0% | Unchanged |
| Bank of America Corp | 945,382 | $122.6M | 0.01% | +120,164+14.6% | Added |
| Morgan Stanley | 944,084 | $122.4M | 0.01% | −166,576−15.0% | Reduced |
| Earnest Partners LLC | 855,622 | $110.9M | 0.46% | −10,482−1.2% | Reduced |
| Fisher Asset Management, LLC | 833,845 | $108.1M | 0.04% | +183,672+28.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 762,365 | $98.8M | 0.99% | +278,465+57.5% | Added |
| Allianz Asset Management GmbH | 752,772 | $97.6M | 0.11% | −17,916−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 698,678 | $90.6M | 0.30% | −33,691−4.6% | Reduced |
| Northern Trust Corp | 690,045 | $89.5M | 0.01% | +25,543+3.8% | Added |
| Charles Schwab Investment Management Inc | 641,868 | $83.2M | 0.01% | −7,555−1.2% | Reduced |
| Frontier Capital Management Co LLC | 637,388 | $82.6M | 0.85% | −1,353−0.2% | Reduced |
| Global Alpha Capital Management Ltd. | 602,562 | $78.1M | 4.70% | +37,930+6.7% | Added |
| Nuveen, LLC | 467,323 | $60.6M | 0.02% | −113,608−19.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 449,198 | $58.5M | 0.10% | −90,446−16.8% | Reduced |
| American Century Companies Inc | 431,872 | $56.0M | 0.03% | +76,035+21.4% | Added |
| Millennium Management LLC | 420,155 | $54.5M | 0.04% | +151,367+56.3% | Added |
| JPMorgan Chase & Co | 418,067 | $51.9M | 0.00% | +150,714+56.4% | Added |
| Goldman Sachs Group Inc | 388,589 | $50.4M | 0.01% | −336,756−46.4% | Reduced |
| Bank of New York Mellon Corp | 371,959 | $48.2M | 0.01% | −35,638−8.7% | Reduced |
| Vanguard Fiduciary Trust Co | 362,987 | $47.1M | 0.01% | +362,987 | New |
| New York State Common Retirement Fund | 324,370 | $42.1M | 0.06% | −2,510−0.8% | Reduced |
| Principal Financial Group Inc | 319,487 | $41.4M | 0.02% | +7,568+2.4% | Added |
| Hennessy Advisors Inc | 304,900 | $39.5M | 1.43% | −31,900−9.5% | Reduced |
| UBS Group AG | 286,954 | $37.2M | 0.01% | +108,285+60.6% | Added |
| CastleKnight Management LP | 259,100 | $33.6M | 1.57% | +197,900+323.4% | Added |
| Panagora Asset Management Inc | 250,645 | $32.5M | 0.12% | −4,775−1.9% | Reduced |
| SEI Investments Co | 245,370 | $31.8M | 0.03% | −69,840−22.2% | Reduced |
| Public Sector Pension Investment Board | 226,260 | $29.3M | 0.09% | +11,758+5.5% | Added |
| Wells Fargo & Company | 196,972 | $25.5M | 0.01% | −41,329−17.3% | Reduced |
| Victory Capital Management Inc | 196,377 | $25.5M | 0.02% | +30,535+18.4% | Added |
| Citadel Advisors LLC | 177,721 | $23.0M | 0.02% | +162,702+1,083.3% | Added |
| Natixis Advisors, L.P. | 172,138 | $22.3M | 0.03% | +56,004+48.2% | Added |
| Wellington Management Group LLP | 151,731 | $19.7M | 0.00% | −140,054−48.0% | Reduced |
| Rhumbline Advisers | 151,684 | $19.7M | 0.02% | +3,560+2.4% | Added |
| Lord, Abbett & Co. LLC | 136,045 | $17.6M | 0.06% | −999−0.7% | Reduced |
| LSV Asset Management | 135,500 | $17.6M | 0.04% | +8,600+6.8% | Added |
| Jane Street Group, LLC | 133,440 | $17.3M | 0.02% | +130,578+4,562.5% | Added |
| Legal & General Group Plc | 131,116 | $17.0M | 0.00% | −10,827−7.6% | Reduced |
| Envestnet Asset Management Inc | 126,418 | $16.4M | 0.00% | +9,197+7.8% | Added |
| Ameriprise Financial Inc | 125,198 | $16.2M | 0.00% | −20,673−14.2% | Reduced |
| Prudential Financial Inc | 120,955 | $15.7M | 0.02% | −3,788−3.0% | Reduced |
| Alliancebernstein L.P. | 101,616 | $15.2M | 0.00% | −714−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 116,250 | $15.1M | 0.01% | −14,818−11.3% | Reduced |
| Alyeska Investment Group, L.P. | 108,303 | $14.0M | 0.04% | −247,732−69.6% | Reduced |
| Swiss National Bank | 107,900 | $14.0M | 0.01% | +2,800+2.7% | Added |
| United Capital Management of KS, Inc. | 104,093 | $13.5M | 2.05% | +2,242+2.2% | Added |
| UBS Asset Management Americas Inc | 103,549 | $13.4M | 0.00% | +1,663+1.6% | Added |
| William Blair Investment Management, LLC | 101,655 | $13.2M | 0.04% | −127,707−55.7% | Reduced |
| Clifford Capital Partners LLC | 98,107 | $12.7M | 2.12% | +98,107 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 94,365 | $12.2M | 0.03% | +20,732+28.2% | Added |
| Marshall Wace, LLP | 88,638 | $11.5M | 0.01% | −339,881−79.3% | Reduced |
| Creative Planning | 87,258 | $11.3M | 0.01% | +10,197+13.2% | Added |
| California Public Employees Retirement System | 86,818 | $11.3M | 0.01% | +86,818 | New |
| AQR Capital Management LLC | 85,011 | $11.0M | 0.01% | +2,327+2.8% | Added |
| Royce & Associates LP | 79,094 | $10.3M | 0.10% | +789+1.0% | Added |
| Assetmark, Inc | 79,072 | $10.3M | 0.02% | +6,404+8.8% | Added |
| Hillsdale Investment Management Inc. | 74,428 | $9.65M | 0.26% | +2,418+3.4% | Added |
| Raymond James Financial Inc | 72,092 | $9.35M | 0.00% | −6,485−8.3% | Reduced |
| Qube Research & Technologies Ltd | 70,083 | $9.09M | 0.01% | −147,468−67.8% | Reduced |
| LPL Financial LLC | 68,648 | $8.90M | 0.00% | +40,910+147.5% | Added |
| California State Teachers Retirement System | 63,747 | $8.26M | 0.01% | +13,428+26.7% | Added |
| Intech Investment Management LLC | 62,708 | $8.13M | 0.08% | −450−0.7% | Reduced |
| Price T Rowe Associates Inc | 61,746 | $8.01M | 0.00% | −21,448−25.8% | Reduced |
| Occam Crest Management LP | 61,000 | $7.91M | 5.00% | +41,000+205.0% | Added |
| Bessemer Group Inc | 60,674 | $7.87M | 0.01% | +14,163+30.5% | Added |
| Renaissance Group LLC | 59,121 | $7.66M | 0.32% | +59,121 | New |
| Phocas Financial Corp. | 57,959 | $7.51M | 1.18% | −16,387−22.0% | Reduced |
| Toroso Investments, LLC | 57,090 | $7.40M | 0.02% | +22,405+64.6% | Added |
| Bridgewater Associates, LP | 55,382 | $7.18M | 0.03% | −80,129−59.1% | Reduced |
| Great Lakes Advisors, LLC | 52,743 | $6.84M | 0.06% | −44−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 51,018 | $6.61M | 0.99% | +34,313+205.4% | Added |
| Stifel Financial Corp | 50,474 | $6.54M | 0.01% | −1,205−2.3% | Reduced |
| Nicola Wealth Management Ltd. | 50,100 | $6.49M | 0.78% | −5,000−9.1% | Reduced |
| Deutsche Bank AG | 49,672 | $6.44M | 0.00% | +5,556+12.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 48,819 | $6.33M | 0.02% | −20,257−29.3% | Reduced |
| ExodusPoint Capital Management, LP | 47,035 | $6.10M | 0.06% | +47,035 | New |
| Moody Aldrich Partners LLC | 47,006 | $6.09M | 1.10% | +28,991+160.9% | Added |
| Great West Life Assurance Co | 46,989 | $6.09M | 0.01% | −1,798−3.7% | Reduced |
| Freestone Grove Partners LP | 44,990 | $5.83M | 0.04% | +16,077+55.6% | Added |
| Franklin Resources Inc | 44,971 | $5.83M | 0.00% | +3,199+7.7% | Added |
| De Lisle Partners LLP | 44,000 | $5.70M | 0.68% | +20,000+83.3% | Added |
| Van Eck Associates Corp | 43,610 | $5.65M | 0.00% | +1,533+3.6% | Added |
| Vanguard Asset Management, Ltd | 42,624 | $5.53M | 0.00% | +42,624 | New |
| Heartland Advisors Inc | 40,000 | $5.19M | 0.26% | +40,000 | New |
| Ellsworth Advisors, LLC | 38,490 | $4.99M | 0.94% | +1,119+3.0% | Added |
| Segall Bryant & Hamill, LLC | 38,370 | $4.97M | 0.07% | −1,693−4.2% | Reduced |
| Leuthold Group, LLC | 38,313 | $4.97M | 0.53% | +653+1.7% | Added |
| Martingale Asset Management L P | 37,721 | $4.89M | 0.12% | +1,343+3.7% | Added |
| Los Angeles Capital Management LLC | 37,194 | $4.82M | 0.02% | +25,139+208.5% | Added |
| Thrivent Financial for Lutherans | 37,135 | $4.81M | 0.01% | −1,379−3.6% | Reduced |
| Fifth Third Bancorp | 36,850 | $4.78M | 0.01% | +36,379+7,723.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,805 | $4.77M | 0.09% | +35,386+2,493.7% | Added |