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 2 季 13F 持有人
Sanmina Corp 在 2022/6/30 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
- 272
- 較 2022 年第 1 季 +14 家
- 持有股數
- 5,496 萬
- 較 2022 年第 1 季 −162.2 萬 (−2.9%)
- 總市值
- $22.4 億
- 較 2022 年第 1 季 −$4,731 萬 (−2.1%)
- 新進機構
- 35
- 另有 82 家加碼
- 清倉機構
- 21
- 另有 116 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,213,713 | $4.16 億 | 0.01% | +85,405+0.8% | 加碼 |
| Vanguard Group Inc | 6,780,176 | $2.76 億 | 0.01% | −197,764−2.8% | 減碼 |
| Dimensional Fund Advisors LP | 4,685,100 | $1.91 億 | 0.07% | +90,915+2.0% | 加碼 |
| Earnest Partners LLC | 3,643,014 | $1.48 億 | 0.99% | −99,312−2.7% | 減碼 |
| State Street Corp | 2,402,418 | $9,785 萬 | 0.01% | −155,730−6.1% | 減碼 |
| LSV Asset Management | 2,135,288 | $8,697 萬 | 0.19% | −122,236−5.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,010,586 | $8,189 萬 | 0.56% | −142,557−6.6% | 減碼 |
| Geode Capital Management, LLC | 1,248,909 | $5,087 萬 | 0.01% | +54,268+4.5% | 加碼 |
| Bank of America Corp | 1,105,808 | $4,504 萬 | 0.01% | +12,557+1.1% | 加碼 |
| Diamond Hill Capital Management Inc | 950,479 | $3,871 萬 | 0.17% | −47,530−4.8% | 減碼 |
| DnB Asset Management AS | 905,481 | $3,688 萬 | 0.26% | −694,144−43.4% | 減碼 |
| Northern Trust Corp | 875,239 | $3,565 萬 | 0.01% | −21,213−2.4% | 減碼 |
| Goldman Sachs Group Inc | 810,247 | $3,300 萬 | 0.01% | +553,822+216.0% | 加碼 |
| Invesco Ltd. | 800,814 | $3,262 萬 | 0.01% | −172,729−17.7% | 減碼 |
| Nuveen Asset Management, LLC | 782,356 | $3,187 萬 | 0.01% | +31,072+4.1% | 加碼 |
| JPMorgan Chase & Co | 745,014 | $3,034 萬 | 0.00% | +69,894+10.4% | 加碼 |
| Bank of New York Mellon Corp | 718,552 | $2,927 萬 | 0.01% | −49,136−6.4% | 減碼 |
| Morgan Stanley | 667,130 | $2,717 萬 | 0.00% | +273,655+69.5% | 加碼 |
| New York State Common Retirement Fund | 603,645 | $2,459 萬 | 0.03% | −49,449−7.6% | 減碼 |
| Charles Schwab Investment Management Inc | 567,524 | $2,312 萬 | 0.01% | −29,069−4.9% | 減碼 |
| Victory Capital Management Inc | 562,921 | $2,293 萬 | 0.03% | +480,196+580.5% | 加碼 |
| Wells Fargo & Company | 516,469 | $2,104 萬 | 0.01% | −42,049−7.5% | 減碼 |
| American Century Companies Inc | 452,706 | $1,844 萬 | 0.02% | +103,097+29.5% | 加碼 |
| Principal Financial Group Inc | 420,728 | $1,714 萬 | 0.01% | −51,327−10.9% | 減碼 |
| Invenomic Capital Management LP | 370,614 | $1,510 萬 | 1.31% | +73,308+24.7% | 加碼 |
| Eaton Vance Management | 358,682 | $1,461 萬 | 0.02% | −3,799−1.0% | 減碼 |
| Prudential Financial Inc | 344,348 | $1,403 萬 | 0.02% | −28,453−7.6% | 減碼 |
| Personal Capital Advisors Corp | 333,072 | $1,357 萬 | 0.07% | +6,108+1.9% | 加碼 |
| Ameriprise Financial Inc | 291,897 | $1,189 萬 | 0.00% | −13,768−4.5% | 減碼 |
| Royce & Associates LP | 253,516 | $1,033 萬 | 0.11% | −162,371−39.0% | 減碼 |
| Global Alpha Capital Management Ltd. | 251,840 | $1,026 萬 | 1.11% | +251,840 | 新進 |
| Bridgeway Capital Management, LLC | 250,500 | $1,020 萬 | 0.23% | −71,900−22.3% | 減碼 |
| Pacer Advisors, Inc. | 243,136 | $990.3 萬 | 0.07% | +2,001+0.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 237,811 | $968.6 萬 | 0.04% | −8,990−3.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 234,078 | $953.4 萬 | 0.08% | −12,735−5.2% | 減碼 |
| Allianz Asset Management GmbH | 222,070 | $904.5 萬 | 0.01% | +21,550+10.7% | 加碼 |
| Rhumbline Advisers | 189,694 | $772.6 萬 | 0.01% | −947−0.5% | 減碼 |
| Legal & General Group Plc | 182,259 | $742.3 萬 | 0.00% | −6,943−3.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 177,788 | $724.1 萬 | 0.01% | −11,899−6.3% | 減碼 |
| TD Asset Management Inc | 177,300 | $722.1 萬 | 0.01% | −15,500−8.0% | 減碼 |
| Alliancebernstein L.P. | 174,544 | $710.9 萬 | 0.00% | +619+0.4% | 加碼 |
| State of Alaska, Department of Revenue | 163,878 | $667.4 萬 | 0.08% | +7,058+4.5% | 加碼 |
| Swiss National Bank | 149,700 | $609.7 萬 | 0.00% | −2,500−1.6% | 減碼 |
| Envestnet Asset Management Inc | 145,328 | $591.9 萬 | 0.00% | +6,778+4.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 137,530 | $560.2 萬 | 0.04% | +126,559+1,153.6% | 加碼 |
| First Trust Advisors LP | 130,319 | $530.8 萬 | 0.01% | +8,484+7.0% | 加碼 |
| Bridgewater Associates, LP | 128,870 | $524.9 萬 | 0.02% | +128,870 | 新進 |
| Hillsdale Investment Management Inc. | 122,000 | $496.9 萬 | 0.40% | +1,000+0.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 117,389 | $478.1 萬 | 0.01% | −57,812−33.0% | 減碼 |
| Millennium Management LLC | 113,321 | $461.6 萬 | 0.01% | −69,642−38.1% | 減碼 |
| Public Sector Pension Investment Board | 112,631 | $458.7 萬 | 0.04% | −5,994−5.1% | 減碼 |
| Assenagon Asset Management S.A. | 111,691 | $454.9 萬 | 0.02% | +25,953+30.3% | 加碼 |
| AQR Capital Management LLC | 105,098 | $428.1 萬 | 0.01% | +5,297+5.3% | 加碼 |
| Thrivent Financial for Lutherans | 102,805 | $418.7 萬 | 0.01% | +51,066+98.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 99,400 | $404.8 萬 | 0.35% | 00.0% | 不變 |
| Panagora Asset Management Inc | 96,535 | $393.2 萬 | 0.03% | +96,535 | 新進 |
| SEI Investments Co | 91,622 | $372.5 萬 | 0.01% | +20,064+28.0% | 加碼 |
| Teacher Retirement System of Texas | 90,085 | $366.9 萬 | 0.02% | −2,566−2.8% | 減碼 |
| Renaissance Technologies LLC | 82,733 | $337.0 萬 | 0.00% | +62,433+307.6% | 加碼 |
| UBS Asset Management Americas Inc | 82,540 | $336.2 萬 | 0.00% | +387+0.5% | 加碼 |
| California State Teachers Retirement System | 81,310 | $331.2 萬 | 0.01% | −1,922−2.3% | 減碼 |
| Foundry Partners, LLC | 80,846 | $329.3 萬 | 0.20% | +1,365+1.7% | 加碼 |
| Comerica Bank | 75,447 | $327.0 萬 | 0.03% | −2,855−3.6% | 減碼 |
| HRT Financial LP | 77,500 | $315.6 萬 | 0.03% | +54,529+237.4% | 加碼 |
| Citadel Advisors LLC | 73,262 | $298.4 萬 | 0.00% | −51,623−41.3% | 減碼 |
| Tudor Investment Corp Et Al | 72,013 | $293.3 萬 | 0.09% | +17,402+31.9% | 加碼 |
| Vident Investment Advisory, LLC | 71,892 | $292.5 萬 | 0.09% | +6,851+10.5% | 加碼 |
| State of Tennessee, Treasury Department | 70,828 | $288.5 萬 | 0.01% | +8,272+13.2% | 加碼 |
| State of Wisconsin Investment Board | 69,382 | $282.6 萬 | 0.01% | −50,318−42.0% | 減碼 |
| Voloridge Investment Management, LLC | 66,398 | $270.4 萬 | 0.01% | +8,991+15.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 64,897 | $264.3 萬 | 0.04% | −2,529−3.8% | 減碼 |
| Great West Life Assurance Co | 61,756 | $251.5 萬 | 0.01% | +4,972+8.8% | 加碼 |
| Macquarie Group Ltd | 61,251 | $249.4 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 61,073 | $248.8 萬 | 0.01% | +35,764+141.3% | 加碼 |
| EAM Investors, LLC | 59,159 | $241.0 萬 | 0.59% | +59,159 | 新進 |
| Deutsche Bank AG | 57,167 | $232.9 萬 | 0.00% | −6,707−10.5% | 減碼 |
| Versor Investments LP | 55,891 | $227.6 萬 | 0.09% | +36,991+195.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,465 | $225.9 萬 | 0.02% | +674+1.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 55,165 | $224.7 萬 | 0.01% | −8,734−13.7% | 減碼 |
| Winton Group Ltd | 54,015 | $220.0 萬 | 0.12% | +9,828+22.2% | 加碼 |
| Yousif Capital Management, LLC | 53,682 | $218.6 萬 | 0.03% | −7,970−12.9% | 減碼 |
| Raymond James & Associates | 53,255 | $216.9 萬 | 0.00% | −62,811−54.1% | 減碼 |
| TriaGen Wealth Management LLC | 52,399 | $213.4 萬 | 1.52% | −401−0.8% | 減碼 |
| Credit Suisse AG | 51,213 | $208.6 萬 | 0.00% | −9,305−15.4% | 減碼 |
| Qube Research & Technologies Ltd | 48,049 | $195.7 萬 | 0.02% | +36,907+331.2% | 加碼 |
| Assetmark, Inc | 48,019 | $195.6 萬 | 0.01% | +2,768+6.1% | 加碼 |
| New York State Teachers Retirement System | 47,996 | $195.5 萬 | 0.00% | −1,173−2.4% | 減碼 |
| Martingale Asset Management L P | 47,360 | $192.9 萬 | 0.04% | +13,306+39.1% | 加碼 |
| Jennison Associates LLC | 45,188 | $184.1 萬 | 0.00% | −10,942−19.5% | 減碼 |
| Texas Permanent School Fund | 44,296 | $180.4 萬 | 0.03% | −762−1.7% | 減碼 |
| EAM Global Investors LLC | 44,027 | $179.3 萬 | 0.44% | +44,027 | 新進 |
| AXA S.A. | 42,825 | $174.4 萬 | 0.01% | −92,575−68.4% | 減碼 |
| Keeley-Teton Advisors, LLC | 42,648 | $173.7 萬 | 0.22% | −13,392−23.9% | 減碼 |
| M&G Investment Management Ltd | 42,099 | $172.6 萬 | 0.01% | +2,300+5.8% | 加碼 |
| Guggenheim Capital LLC | 41,152 | $167.6 萬 | 0.01% | −19,548−32.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 39,300 | $160.1 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 38,898 | $158.4 萬 | 0.00% | −4,505−10.4% | 減碼 |
| Voya Investment Management LLC | 38,109 | $155.2 萬 | 0.00% | −10,435−21.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,745 | $153.7 萬 | 0.01% | −52,700−58.3% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $153.5 萬 | 0.01% | 00.0% | 不變 |