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, Q2 2026
Institutional positions in Sanmina Corp as of Jun 30, 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
- 573
- +121 vs. Q1 2026
- Shares held
- 50.3M
- −2.83M (−5.3%) vs. Q1 2026
- Total value
- $12.7B
- +$5.81B (+84.4%) vs. Q1 2026
- New holders
- 172
- 145 more added
- Sold out
- 51
- 211 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Investments LLC | 14,354 | $3.63M | 0.04% | −1,941−11.9% | Reduced |
| Quadrant Capital Group LLC | 14,412 | $3.65M | 0.10% | −20−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 14,496 | $3.67M | 0.09% | +10,563+268.6% | Added |
| LSV Asset Management | 14,860 | $3.76M | 0.01% | −120,640−89.0% | Reduced |
| Quantinno Capital Management LP | 14,912 | $3.77M | 0.00% | +262+1.8% | Added |
| Pacer Advisors, Inc. | 14,949 | $3.78M | 0.01% | +14,898+29,211.8% | Added |
| Cresset Asset Management, LLC | 15,024 | $3.80M | 0.01% | +6,327+72.7% | Added |
| Twinbeech Capital LP | 15,041 | $3.81M | 0.69% | +15,041 | New |
| CVFG LLC | 15,120 | $3.83M | 0.40% | +15,120 | New |
| Yousif Capital Management, LLC | 15,429 | $3.90M | 0.04% | −259−1.7% | Reduced |
| Two Sigma Securities, LLC | 15,593 | $3.95M | 0.34% | +15,593 | New |
| Boothbay Fund Management, LLC | 15,594 | $3.95M | 0.08% | +6,620+73.8% | Added |
| Louisiana State Employees Retirement System | 15,700 | $3.97M | 0.06% | −8,500−35.1% | Reduced |
| Public Employees Retirement System of Ohio | 15,735 | $3.98M | 0.01% | +14,902+1,789.0% | Added |
| Thrivent Financial for Lutherans | 15,795 | $4.00M | 0.01% | −21,340−57.5% | Reduced |
| Asset Management One Co.,Ltd. | 16,070 | $4.04M | 0.01% | −6,498−28.8% | Reduced |
| Prudential Financial Inc | 16,137 | $4.08M | 0.00% | −104,818−86.7% | Reduced |
| Aquatic Capital Management LLC | 16,468 | $4.17M | 0.14% | +13,303+420.3% | Added |
| Moran Wealth Management, LLC | 17,042 | $4.31M | 0.12% | −2,377−12.2% | Reduced |
| State of New Jersey Common Pension Fund D | 17,042 | $4.31M | 0.01% | −2,010−10.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,066 | $4.32M | 0.00% | +14,881+681.1% | Added |
| Engineers Gate Manager LP | 17,398 | $4.40M | 0.06% | +5,416+45.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,549 | $4.44M | 0.01% | +12,107+222.5% | Added |
| Ritholtz Wealth Management | 18,257 | $4.62M | 0.07% | −512−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,947 | $4.80M | 0.25% | +11,822+165.9% | Added |
| Deutsche Bank AG | 19,034 | $4.82M | 0.00% | −30,638−61.7% | Reduced |
| Nicholas Investment Partners, LP | 19,802 | $5.01M | 0.28% | +961+5.1% | Added |
| Mutual of America Capital Management LLC | 19,875 | $5.03M | 0.05% | +13,626+218.1% | Added |
| Susquehanna Fundamental Investments, LLC | 20,035 | $5.07M | 0.10% | +16,492+465.5% | Added |
| Credit Agricole S A | 20,113 | $5.09M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,391 | $5.16M | 0.00% | −3,796−15.7% | Reduced |
| State of Tennessee, Treasury Department | 20,708 | $5.24M | 0.02% | −2,883−12.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,750 | $5.25M | 0.08% | +1,966+10.5% | Added |
| Navellier & Associates Inc | 20,939 | $5.30M | 0.42% | +17,441+498.6% | Added |
| Algert Global LLC | 21,040 | $5.32M | 0.06% | −4,400−17.3% | Reduced |
| Treasurer of the State of North Carolina | 21,610 | $5.47M | 0.01% | +21,610 | New |
| Royal Bank of Canada | 21,888 | $5.54M | 0.00% | +7,789+55.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,057 | $5.58M | 0.01% | −5,323−19.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,943 | $5.81M | 0.04% | +8,251+56.2% | Added |
| Segall Bryant & Hamill, LLC | 23,130 | $5.85M | 0.07% | −15,240−39.7% | Reduced |
| Vanguard Global Advisers, LLC | 23,343 | $5.91M | 0.00% | −1,571−6.3% | Reduced |
| Russell Investments Group, Ltd. | 23,795 | $6.02M | 0.01% | +14,797+164.4% | Added |
| Jump Financial, LLC | 23,915 | $6.05M | 0.05% | −12,585−34.5% | Reduced |
| Amalgamated Bank | 24,116 | $6.10M | 0.04% | +8,504+54.5% | Added |
| Teachers Retirement System of the State of Kentucky | 24,736 | $6.26M | 0.04% | −3,522−12.5% | Reduced |
| Peregrine Capital Management LLC | 25,987 | $6.58M | 0.21% | +25,987 | New |
| Jain Global LLC | 26,023 | $6.59M | 0.08% | +26,023 | New |
| NFJ Investment Group, LLC | 26,189 | $6.63M | 0.23% | +26,189 | New |
| MetLife Investment Management | 26,403 | $6.68M | 0.03% | −2,667−9.2% | Reduced |
| Franklin Resources Inc | 26,616 | $6.74M | 0.00% | −18,355−40.8% | Reduced |
| Ellsworth Advisors, LLC | 32,539 | $6.75M | 1.11% | −5,951−15.5% | Reduced |
| Martingale Asset Management L P | 26,721 | $6.76M | 0.16% | −11,000−29.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 27,084 | $6.85M | 0.02% | −21,735−44.5% | Reduced |
| Phocas Financial Corp. | 27,754 | $7.02M | 0.97% | −30,205−52.1% | Reduced |
| Lazard Asset Management LLC | 27,779 | $7.03M | 0.01% | −1,436−4.9% | Reduced |
| Fifth Third Bancorp | 28,126 | $7.12M | 0.01% | −8,724−23.7% | Reduced |
| EAM Investors, LLC | 28,584 | $7.23M | 0.64% | +28,584 | New |
| Chase Investment Counsel Corp | 28,628 | $7.25M | 1.53% | −320−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 28,721 | $7.27M | 0.08% | −6,937−19.5% | Reduced |
| New York State Teachers Retirement System | 30,625 | $7.75M | 0.01% | −4,290−12.3% | Reduced |
| BNP Paribas Arbitrage, SA | 31,307 | $7.92M | 0.00% | +17,259+122.9% | Added |
| Great West Life Assurance Co | 32,576 | $8.24M | 0.01% | −14,413−30.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,631 | $8.51M | 0.14% | +33,631 | New |
| Oliver Luxxe Assets LLC | 34,464 | $8.72M | 1.28% | −16,554−32.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,588 | $9.01M | 0.04% | −693−1.9% | Reduced |
| Nicola Wealth Management Ltd. | 36,100 | $9.14M | 1.05% | −14,000−27.9% | Reduced |
| Leuthold Group, LLC | 36,379 | $9.21M | 0.93% | −1,934−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 36,500 | $9.24M | 0.01% | +11,964+48.8% | Added |
| Great Lakes Advisors, LLC | 37,396 | $9.46M | 0.07% | −15,347−29.1% | Reduced |
| Quadrature Capital Ltd | 38,213 | $9.67M | 0.08% | +28,217+282.3% | Added |
| Weiss Asset Management LP | 38,463 | $9.73M | 0.11% | +38,463 | New |
| Krane Funds Advisors LLC | 38,774 | $9.81M | 0.35% | +38,774 | New |
| Nomura Asset Management International Inc. | 39,235 | $9.93M | 0.01% | +29,135+288.5% | Added |
| State Board of Administration of Florida Retirement System | 41,416 | $10.5M | 0.02% | +17,847+75.7% | Added |
| Tudor Investment Corp Et Al | 41,730 | $10.6M | 0.04% | +41,730 | New |
| Catalyst Funds Management Pty Ltd | 42,050 | $10.6M | 0.60% | +42,050 | New |
| ExodusPoint Capital Management, LP | 42,124 | $10.7M | 0.10% | −4,911−10.4% | Reduced |
| Van Eck Associates Corp | 42,625 | $10.8M | 0.01% | −985−2.3% | Reduced |
| Alliancebernstein L.P. | 83,814 | $10.9M | 0.00% | −17,802−17.5% | Reduced |
| Vanguard Asset Management, Ltd | 43,307 | $11.0M | 0.01% | +683+1.6% | Added |
| Toroso Investments, LLC | 43,695 | $11.1M | 0.03% | −13,395−23.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 47,061 | $11.9M | 0.24% | +10,256+27.9% | Added |
| Barclays PLC | 47,346 | $12.0M | 0.00% | +20,239+74.7% | Added |
| Renaissance Group LLC | 49,282 | $12.5M | 0.51% | −9,839−16.6% | Reduced |
| Heartland Advisors Inc | 50,000 | $12.7M | 0.56% | +10,000+25.0% | Added |
| Empowered Funds, LLC | 50,238 | $12.7M | 0.07% | +29,895+147.0% | Added |
| De Lisle Partners LLP | 51,000 | $12.9M | 1.41% | +7,000+15.9% | Added |
| Occam Crest Management LP | 79,000 | $12.9M | 7.14% | +18,000+29.5% | Added |
| Point72 Asset Management, L.P. | 58,096 | $14.7M | 0.02% | +58,096 | New |
| Royce & Associates LP | 58,192 | $14.7M | 0.12% | −20,902−26.4% | Reduced |
| LPL Financial LLC | 59,609 | $15.1M | 0.00% | −9,039−13.2% | Reduced |
| California State Teachers Retirement System | 60,175 | $15.2M | 0.01% | −3,572−5.6% | Reduced |
| Sora Investors LLC | 60,507 | $15.3M | 1.17% | +56,507+1,412.7% | Added |
| Bessemer Group Inc | 60,715 | $15.4M | 0.02% | +41+0.1% | Added |
| Assetmark, Inc | 62,591 | $15.8M | 0.03% | −16,481−20.8% | Reduced |
| Victory Capital Management Inc | 62,614 | $15.8M | 0.01% | −133,763−68.1% | Reduced |
| Hillsdale Investment Management Inc. | 62,863 | $15.9M | 0.36% | −11,565−15.5% | Reduced |
| Retirement Systems of Alabama | 65,142 | $16.5M | 0.05% | +65,142 | New |
| Citigroup Inc | 65,953 | $16.7M | 0.01% | +57,060+641.6% | Added |
| CastleKnight Management LP | 66,883 | $16.9M | 0.62% | −192,217−74.2% | Reduced |