Sanmina Corp
SANM- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000897723
近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。
2022 年第 1 季 13F 持有人
Sanmina Corp 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 265
- 較 2021 年第 4 季 +10 家
- 持有股數
- 5,697 萬
- 較 2021 年第 4 季 −174.9 萬 (−3.0%)
- 總市值
- $23.0 億
- 較 2021 年第 4 季 −$1.30 億 (−5.3%)
- 新進機構
- 33
- 另有 98 家加碼
- 清倉機構
- 23
- 另有 88 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SANM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 573 | $126.9 億 |
| 2026 年第 1 季 | 460 | $68.9 億 |
| 2025 年第 4 季 | 451 | $82.1 億 |
| 2025 年第 3 季 | 384 | $61.7 億 |
| 2025 年第 2 季 | 356 | $51.9 億 |
| 2025 年第 1 季 | 326 | $39.4 億 |
| 2024 年第 4 季 | 313 | $40.2 億 |
| 2024 年第 3 季 | 312 | $36.0 億 |
| 2024 年第 2 季 | 285 | $34.9 億 |
| 2024 年第 1 季 | 315 | $32.6 億 |
| 2023 年第 4 季 | 299 | $27.1 億 |
| 2023 年第 3 季 | 310 | $28.6 億 |
| 2023 年第 2 季 | 317 | $31.9 億 |
| 2023 年第 1 季 | 348 | $32.8 億 |
| 2022 年第 4 季 | 351 | $30.8 億 |
| 2022 年第 3 季 | 289 | $24.7 億 |
| 2022 年第 2 季 | 272 | $22.4 億 |
| 2022 年第 1 季 | 265 | $23.0 億 |
| 2021 年第 4 季 | 258 | $24.3 億 |
| 2021 年第 3 季 | 243 | $23.6 億 |
| 2021 年第 2 季 | 251 | $24.5 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2022 年第 1 季持有機構
每家機構持有 Sanmina Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 83,232 | $336.4 萬 | 0.00% | −7,512−8.3% | 減碼 |
| Victory Capital Management Inc | 82,725 | $338.3 萬 | 0.00% | +5,803+7.5% | 加碼 |
| Assenagon Asset Management S.A. | 85,738 | $346.6 萬 | 0.01% | −59,178−40.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 90,445 | $365.6 萬 | 0.02% | +25,400+39.0% | 加碼 |
| Teacher Retirement System of Texas | 92,651 | $374.5 萬 | 0.02% | +799+0.9% | 加碼 |
| UBS Group AG | 95,871 | $387.5 萬 | 0.00% | −23,645−19.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 99,400 | $401.4 萬 | 0.27% | 00.0% | 不變 |
| AQR Capital Management LLC | 99,801 | $403.4 萬 | 0.01% | +1,261+1.3% | 加碼 |
| Denali Advisors LLC | 111,950 | $452.5 萬 | 1.75% | +150.0% | 加碼 |
| Raymond James & Associates | 116,066 | $469.1 萬 | 0.00% | +11,596+11.1% | 加碼 |
| Public Sector Pension Investment Board | 118,625 | $479.5 萬 | 0.03% | −12,500−9.5% | 減碼 |
| State of Wisconsin Investment Board | 119,700 | $483.8 萬 | 0.01% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 121,000 | $489.1 萬 | 0.32% | +10,700+9.7% | 加碼 |
| First Trust Advisors LP | 121,835 | $492.5 萬 | 0.01% | +4,015+3.4% | 加碼 |
| Citadel Advisors LLC | 124,885 | $504.8 萬 | 0.01% | +62,630+100.6% | 加碼 |
| AXA S.A. | 135,400 | $547.3 萬 | 0.02% | +135,400 | 新進 |
| Envestnet Asset Management Inc | 138,550 | $560.0 萬 | 0.00% | +12,592+10.0% | 加碼 |
| Swiss National Bank | 152,200 | $615.2 萬 | 0.00% | +8,300+5.8% | 加碼 |
| State of Alaska, Department of Revenue | 156,820 | $633.7 萬 | 0.07% | +1,118+0.7% | 加碼 |
| Alliancebernstein L.P. | 173,925 | $703.0 萬 | 0.00% | −18,619−9.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 175,201 | $708.1 萬 | 0.01% | −122,633−41.2% | 減碼 |
| Millennium Management LLC | 182,963 | $739.5 萬 | 0.01% | +167,658+1,095.4% | 加碼 |
| Legal & General Group Plc | 189,202 | $764.8 萬 | 0.00% | +3,235+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 189,687 | $766.6 萬 | 0.01% | −12,086−6.0% | 減碼 |
| Rhumbline Advisers | 190,641 | $770.6 萬 | 0.01% | −344−0.2% | 減碼 |
| TD Asset Management Inc | 192,800 | $779.3 萬 | 0.01% | +3,800+2.0% | 加碼 |
| Allianz Asset Management GmbH | 200,520 | $810.5 萬 | 0.01% | +15,959+8.6% | 加碼 |
| Invenomic Capital Management LP | 297,306 | $967.3 萬 | 1.35% | +118,661+66.4% | 加碼 |
| Pacer Advisors, Inc. | 241,135 | $974.7 萬 | 0.08% | +34,326+16.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 246,813 | $997.6 萬 | 0.07% | +10,262+4.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 246,801 | $997.6 萬 | 0.03% | +13,605+5.8% | 加碼 |
| Goldman Sachs Group Inc | 256,425 | $1,037 萬 | 0.00% | +13,837+5.7% | 加碼 |
| Norges Bank | 274,285 | $1,109 萬 | 0.00% | −407,545−59.8% | 減碼 |
| Alyeska Investment Group, L.P. | 279,799 | $1,131 萬 | 0.12% | −286,801−50.6% | 減碼 |
| Parametric Portfolio Associates LLC | 288,395 | $1,166 萬 | 0.01% | +37,157+14.8% | 加碼 |
| Ameriprise Financial Inc | 305,665 | $1,236 萬 | 0.00% | −3,840−1.2% | 減碼 |
| Bridgeway Capital Management, LLC | 322,400 | $1,303 萬 | 0.25% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 326,964 | $1,322 萬 | 0.06% | +9,643+3.0% | 加碼 |
| Donald Smith & Co., Inc. | 335,999 | $1,358 萬 | 0.49% | −14,754−4.2% | 減碼 |
| American Century Companies Inc | 349,609 | $1,413 萬 | 0.01% | +69,307+24.7% | 加碼 |
| Eaton Vance Management | 362,481 | $1,465 萬 | 0.02% | +700.0% | 加碼 |
| Prudential Financial Inc | 372,801 | $1,507 萬 | 0.02% | −35,509−8.7% | 減碼 |
| Morgan Stanley | 393,475 | $1,590 萬 | 0.00% | +19,168+5.1% | 加碼 |
| Royce & Associates LP | 415,887 | $1,681 萬 | 0.14% | −93,572−18.4% | 減碼 |
| Principal Financial Group Inc | 472,055 | $1,908 萬 | 0.01% | −30,932−6.1% | 減碼 |
| Wells Fargo & Company | 558,518 | $2,258 萬 | 0.01% | +82,326+17.3% | 加碼 |
| Charles Schwab Investment Management Inc | 596,593 | $2,412 萬 | 0.01% | +21,156+3.7% | 加碼 |
| New York State Common Retirement Fund | 653,094 | $2,640 萬 | 0.03% | +14,706+2.3% | 加碼 |
| JPMorgan Chase & Co | 675,120 | $2,729 萬 | 0.00% | −93,062−12.1% | 減碼 |
| Bank of New York Mellon Corp | 767,688 | $3,103 萬 | 0.01% | −6,747−0.9% | 減碼 |
| Wasatch Advisors Inc | 769,520 | $3,110 萬 | 0.15% | −41,324−5.1% | 減碼 |
| Nuveen Asset Management, LLC | 751,284 | $3,212 萬 | 0.01% | +39,125+5.5% | 加碼 |
| Northern Trust Corp | 896,452 | $3,623 萬 | 0.01% | −30,812−3.3% | 減碼 |
| Invesco Ltd. | 973,543 | $3,935 萬 | 0.01% | −98,156−9.2% | 減碼 |
| Diamond Hill Capital Management Inc | 998,009 | $4,034 萬 | 0.15% | −12,989−1.3% | 減碼 |
| Bank of America Corp | 1,093,251 | $4,419 萬 | 0.00% | +127,293+13.2% | 加碼 |
| Geode Capital Management, LLC | 1,194,641 | $4,829 萬 | 0.01% | +9,857+0.8% | 加碼 |
| DnB Asset Management AS | 1,599,625 | $6,466 萬 | 0.38% | +55,819+3.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,153,143 | $8,703 萬 | 0.52% | +248,130+13.0% | 加碼 |
| LSV Asset Management | 2,257,524 | $9,125 萬 | 0.17% | −44,789−1.9% | 減碼 |
| State Street Corp | 2,558,148 | $1.03 億 | 0.01% | +67,685+2.7% | 加碼 |
| Earnest Partners LLC | 3,742,326 | $1.51 億 | 0.90% | −101,486−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 4,594,185 | $1.86 億 | 0.06% | −13,520−0.3% | 減碼 |
| Vanguard Group Inc | 6,977,940 | $2.82 億 | 0.01% | +40,223+0.6% | 加碼 |
| BlackRock Inc. | 10,128,308 | $4.09 億 | 0.01% | −51,654−0.5% | 減碼 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −63,520−100.0% | 清倉 |
| Euclidean Technologies Management, LLC | 0 | $0 | 0.00% | −20,338−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −13,221−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,114−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,085−100.0% | 清倉 |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −7,845−100.0% | 清倉 |
| Marathon Capital Management | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,440−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,141−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,089−100.0% | 清倉 |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −4,908−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,562−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,297−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −681−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −646−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| Kings Point Capital Management | 0 | $0 | 0.00% | −258−100.0% | 清倉 |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| 6 Meridian | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |
| Bell Investment Advisors, Inc | – | – | – | – | 本季未申報 |