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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 39,235 | $9.93M | 0.01% | +29,135+288.5% | Added |
| Krane Funds Advisors LLC | 38,774 | $9.81M | 0.35% | +38,774 | New |
| Weiss Asset Management LP | 38,463 | $9.73M | 0.11% | +38,463 | New |
| Quadrature Capital Ltd | 38,213 | $9.67M | 0.08% | +28,217+282.3% | Added |
| Great Lakes Advisors, LLC | 37,396 | $9.46M | 0.07% | −15,347−29.1% | Reduced |
| Manufacturers Life Insurance Company, The | 36,500 | $9.24M | 0.01% | +11,964+48.8% | Added |
| Leuthold Group, LLC | 36,379 | $9.21M | 0.93% | −1,934−5.0% | Reduced |
| Nicola Wealth Management Ltd. | 36,100 | $9.14M | 1.05% | −14,000−27.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,588 | $9.01M | 0.04% | −693−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 34,464 | $8.72M | 1.28% | −16,554−32.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,631 | $8.51M | 0.14% | +33,631 | New |
| Great West Life Assurance Co | 32,576 | $8.24M | 0.01% | −14,413−30.7% | Reduced |
| BNP Paribas Arbitrage, SA | 31,307 | $7.92M | 0.00% | +17,259+122.9% | Added |
| New York State Teachers Retirement System | 30,625 | $7.75M | 0.01% | −4,290−12.3% | Reduced |
| Oppenheimer Asset Management Inc. | 28,721 | $7.27M | 0.08% | −6,937−19.5% | Reduced |
| Chase Investment Counsel Corp | 28,628 | $7.25M | 1.53% | −320−1.1% | Reduced |
| EAM Investors, LLC | 28,584 | $7.23M | 0.64% | +28,584 | New |
| Fifth Third Bancorp | 28,126 | $7.12M | 0.01% | −8,724−23.7% | Reduced |
| Lazard Asset Management LLC | 27,779 | $7.03M | 0.01% | −1,436−4.9% | Reduced |
| Phocas Financial Corp. | 27,754 | $7.02M | 0.97% | −30,205−52.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 27,084 | $6.85M | 0.02% | −21,735−44.5% | Reduced |
| Martingale Asset Management L P | 26,721 | $6.76M | 0.16% | −11,000−29.2% | Reduced |
| Ellsworth Advisors, LLC | 32,539 | $6.75M | 1.11% | −5,951−15.5% | Reduced |
| Franklin Resources Inc | 26,616 | $6.74M | 0.00% | −18,355−40.8% | Reduced |
| MetLife Investment Management | 26,403 | $6.68M | 0.03% | −2,667−9.2% | Reduced |
| NFJ Investment Group, LLC | 26,189 | $6.63M | 0.23% | +26,189 | New |
| Jain Global LLC | 26,023 | $6.59M | 0.08% | +26,023 | New |
| Peregrine Capital Management LLC | 25,987 | $6.58M | 0.21% | +25,987 | New |
| Teachers Retirement System of the State of Kentucky | 24,736 | $6.26M | 0.04% | −3,522−12.5% | Reduced |
| Amalgamated Bank | 24,116 | $6.10M | 0.04% | +8,504+54.5% | Added |
| Jump Financial, LLC | 23,915 | $6.05M | 0.05% | −12,585−34.5% | Reduced |
| Russell Investments Group, Ltd. | 23,795 | $6.02M | 0.01% | +14,797+164.4% | Added |
| Vanguard Global Advisers, LLC | 23,343 | $5.91M | 0.00% | −1,571−6.3% | Reduced |
| Segall Bryant & Hamill, LLC | 23,130 | $5.85M | 0.07% | −15,240−39.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,943 | $5.81M | 0.04% | +8,251+56.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,057 | $5.58M | 0.01% | −5,323−19.4% | Reduced |
| Royal Bank of Canada | 21,888 | $5.54M | 0.00% | +7,789+55.2% | Added |
| Treasurer of the State of North Carolina | 21,610 | $5.47M | 0.01% | +21,610 | New |
| Algert Global LLC | 21,040 | $5.32M | 0.06% | −4,400−17.3% | Reduced |
| Navellier & Associates Inc | 20,939 | $5.30M | 0.42% | +17,441+498.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,750 | $5.25M | 0.08% | +1,966+10.5% | Added |
| State of Tennessee, Treasury Department | 20,708 | $5.24M | 0.02% | −2,883−12.2% | Reduced |
| Cetera Investment Advisers | 20,391 | $5.16M | 0.00% | −3,796−15.7% | Reduced |
| Credit Agricole S A | 20,113 | $5.09M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 20,035 | $5.07M | 0.10% | +16,492+465.5% | Added |
| Mutual of America Capital Management LLC | 19,875 | $5.03M | 0.05% | +13,626+218.1% | Added |
| Nicholas Investment Partners, LP | 19,802 | $5.01M | 0.28% | +961+5.1% | Added |
| Deutsche Bank AG | 19,034 | $4.82M | 0.00% | −30,638−61.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,947 | $4.80M | 0.25% | +11,822+165.9% | Added |
| Ritholtz Wealth Management | 18,257 | $4.62M | 0.07% | −512−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,549 | $4.44M | 0.01% | +12,107+222.5% | Added |
| Engineers Gate Manager LP | 17,398 | $4.40M | 0.06% | +5,416+45.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,066 | $4.32M | 0.00% | +14,881+681.1% | 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 |
| Aquatic Capital Management LLC | 16,468 | $4.17M | 0.14% | +13,303+420.3% | Added |
| Prudential Financial Inc | 16,137 | $4.08M | 0.00% | −104,818−86.7% | Reduced |
| Asset Management One Co.,Ltd. | 16,070 | $4.04M | 0.01% | −6,498−28.8% | Reduced |
| Thrivent Financial for Lutherans | 15,795 | $4.00M | 0.01% | −21,340−57.5% | Reduced |
| Public Employees Retirement System of Ohio | 15,735 | $3.98M | 0.01% | +14,902+1,789.0% | Added |
| Louisiana State Employees Retirement System | 15,700 | $3.97M | 0.06% | −8,500−35.1% | Reduced |
| Boothbay Fund Management, LLC | 15,594 | $3.95M | 0.08% | +6,620+73.8% | Added |
| Two Sigma Securities, LLC | 15,593 | $3.95M | 0.34% | +15,593 | New |
| Yousif Capital Management, LLC | 15,429 | $3.90M | 0.04% | −259−1.7% | Reduced |
| CVFG LLC | 15,120 | $3.83M | 0.40% | +15,120 | New |
| Twinbeech Capital LP | 15,041 | $3.81M | 0.69% | +15,041 | New |
| Cresset Asset Management, LLC | 15,024 | $3.80M | 0.01% | +6,327+72.7% | Added |
| Pacer Advisors, Inc. | 14,949 | $3.78M | 0.01% | +14,898+29,211.8% | Added |
| Quantinno Capital Management LP | 14,912 | $3.77M | 0.00% | +262+1.8% | Added |
| LSV Asset Management | 14,860 | $3.76M | 0.01% | −120,640−89.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,496 | $3.67M | 0.09% | +10,563+268.6% | Added |
| Quadrant Capital Group LLC | 14,412 | $3.65M | 0.10% | −20−0.1% | Reduced |
| Atria Investments LLC | 14,354 | $3.63M | 0.04% | −1,941−11.9% | Reduced |
| Arizona State Retirement System | 14,314 | $3.62M | 0.02% | −673−4.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,272 | $3.61M | 0.36% | −1,889−11.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,206 | $3.60M | 0.01% | −2,231−13.6% | Reduced |
| Wedge Capital Management L L P | 13,974 | $3.54M | 0.06% | −4,546−24.5% | Reduced |
| Foster & Motley Inc | 13,848 | $3.50M | 0.16% | −10,030−42.0% | Reduced |
| Jefferies Financial Group Inc. | 13,649 | $3.45M | 0.03% | +12,087+773.8% | Added |
| Vanguard Investments Australia, Ltd. | 13,299 | $3.37M | 0.01% | −591−4.3% | Reduced |
| Dark Forest Capital Management LP | 13,031 | $3.30M | 0.21% | +13,031 | New |
| Headlands Technologies LLC | 12,911 | $3.27M | 0.35% | +671+5.5% | Added |
| Bridgeway Capital Management, LLC | 12,900 | $3.26M | 0.06% | −8,100−38.6% | Reduced |
| Kennedy Capital Management, Inc. | 12,853 | $3.25M | 0.06% | +12,853 | New |
| Acadian Asset Management LLC | 12,871 | $3.25M | 0.00% | +7,712+149.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,831 | $3.25M | 0.02% | −673−5.0% | Reduced |
| State of Michigan Retirement System | 12,500 | $3.16M | 0.01% | +12,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,056 | $3.05M | 0.04% | +12,056 | New |
| Vestcor Inc | 12,041 | $3.05M | 0.08% | −10,000−45.4% | Reduced |
| KLP Kapitalforvaltning AS | 12,000 | $3.04M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,850 | $3.00M | 0.02% | −7,500−38.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,813 | $2.99M | 0.01% | −7,032−37.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,679 | $2.96M | 0.00% | −15,655−57.3% | Reduced |
| Simplex Trading, LLC | 11,674 | $2.95M | 0.08% | +11,674 | New |
| Hudson Bay Capital Management LP | 11,630 | $2.94M | 0.01% | +11,630 | New |
| Brevan Howard Capital Management LP | 11,501 | $2.91M | 0.04% | +4,632+67.4% | Added |
| New Mexico Educational Retirement Board | 11,100 | $2.81M | 0.07% | +11,100 | New |
| Oregon Public Employees Retirement Fund | 11,076 | $2.80M | 0.03% | −1,392−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,017 | $2.79M | 0.00% | −5,128−31.8% | Reduced |
| Horizon Investment Services, LLC | 10,792 | $2.73M | 0.76% | +10,792 | New |