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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 36,996 | $150.3 萬 | 0.00% | +5,896+19.0% | 加碼 |
| Citigroup Inc | 36,803 | $149.9 萬 | 0.00% | −29,653−44.6% | 減碼 |
| Susquehanna International Group, LLP | 33,764 | $137.5 萬 | 0.00% | +9,745+40.6% | 加碼 |
| HSBC Holdings PLC | 33,396 | $136.9 萬 | 0.00% | +6,829+25.7% | 加碼 |
| Pacifica Partners Inc. | 31,485 | $133.1 萬 | 0.92% | −100−0.3% | 減碼 |
| American International Group, Inc. | 32,588 | $132.7 萬 | 0.01% | −3,407−9.5% | 減碼 |
| MetLife Investment Management | 32,196 | $131.1 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 32,065 | $130.6 萬 | 0.00% | −26,702−45.4% | 減碼 |
| Louisiana State Employees Retirement System | 29,400 | $127.4 萬 | 0.03% | −1,500−4.9% | 減碼 |
| Bank of Montreal | 29,157 | $127.2 萬 | 0.00% | +12,187+71.8% | 加碼 |
| UBS Group AG | 30,596 | $124.6 萬 | 0.00% | −65,275−68.1% | 減碼 |
| Cornercap Investment Counsel Inc | 30,128 | $122.7 萬 | 0.21% | −2,478−7.6% | 減碼 |
| Los Angeles Capital Management LLC | 28,572 | $116.4 萬 | 0.01% | −20−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 28,302 | $115.3 萬 | 0.00% | −570−2.0% | 減碼 |
| Ergoteles LLC | 28,083 | $114.4 萬 | 0.03% | +20,185+255.6% | 加碼 |
| Price T Rowe Associates Inc | 27,981 | $114.0 萬 | 0.00% | +170+0.6% | 加碼 |
| FMR LLC | 27,681 | $112.7 萬 | 0.00% | −62−0.2% | 減碼 |
| Amalgamated Bank | 27,397 | $111.6 萬 | 0.01% | −1,461−5.1% | 減碼 |
| Canada Pension Plan Investment Board | 27,400 | $111.6 萬 | 0.00% | +27,400 | 新進 |
| STRS Ohio | 27,000 | $109.9 萬 | 0.00% | −3,200−10.6% | 減碼 |
| Commonwealth Equity Services, LLC | 26,904 | $109.5 萬 | 0.00% | +15,122+128.3% | 加碼 |
| Algert Global LLC | 26,376 | $107.4 萬 | 0.08% | +14,927+130.4% | 加碼 |
| Norges Bank | 25,678 | $104.6 萬 | 0.00% | −248,607−90.6% | 減碼 |
| Maryland State Retirement & Pension System | 24,655 | $100.4 萬 | 0.03% | −831−3.3% | 減碼 |
| Russell Investments Group, Ltd. | 24,548 | $99.8 萬 | 0.00% | +1,245+5.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 23,631 | $96.2 萬 | 0.00% | −1,632−6.5% | 減碼 |
| Donald Smith & Co., Inc. | 23,144 | $94.3 萬 | 0.04% | −312,855−93.1% | 減碼 |
| SummerHaven Investment Management, LLC | 22,966 | $93.5 萬 | 0.63% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 22,490 | $91.6 萬 | 0.01% | −31,119−58.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 22,025 | $89.7 萬 | 0.02% | +12,208+124.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 20,888 | $85.1 萬 | 0.01% | −3,676−15.0% | 減碼 |
| Truist Financial Corp | 20,651 | $84.1 萬 | 0.00% | −1,005−4.6% | 減碼 |
| Denali Advisors LLC | 20,317 | $82.8 萬 | 0.36% | −91,633−81.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,558 | $75.6 萬 | 0.00% | +18,558 | 新進 |
| SG Americas Securities, LLC | 18,032 | $73.4 萬 | 0.01% | +10,766+148.2% | 加碼 |
| Advisor Group Holdings, Inc. | 18,000 | $73.2 萬 | 0.00% | +983+5.8% | 加碼 |
| Privium Fund Management (UK) Ltd | 17,792 | $72.5 萬 | 0.82% | −10,700−37.6% | 減碼 |
| Capital Impact Advisors, LLC | 17,624 | $71.8 萬 | 0.66% | −5,710−24.5% | 減碼 |
| Arizona State Retirement System | 17,224 | $70.2 萬 | 0.01% | −178−1.0% | 減碼 |
| DuPont Capital Management Corp | 17,120 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Shell Asset Management Co | 16,594 | $67.6 萬 | 0.02% | +27+0.2% | 加碼 |
| AlphaCrest Capital Management LLC | 15,458 | $63.0 萬 | 0.03% | −13,075−45.8% | 減碼 |
| Stifel Financial Corp | 15,168 | $61.8 萬 | 0.00% | −695−4.4% | 減碼 |
| Janney Montgomery Scott LLC | 14,666 | $61.0 萬 | 0.00% | −2,428−14.2% | 減碼 |
| Alpha Paradigm Partners, LLC | 14,814 | $60.3 萬 | 0.25% | +14,814 | 新進 |
| Towle & Co | 14,650 | $59.7 萬 | 0.09% | +7,350+100.7% | 加碼 |
| Massachusetts Financial Services Co | 14,324 | $58.3 萬 | 0.00% | −29,844−67.6% | 減碼 |
| Ensign Peak Advisors, Inc | 13,838 | $56.4 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,153 | $53.5 萬 | 0.00% | −18−0.1% | 減碼 |
| Everence Capital Management Inc | 13,090 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| APG Asset Management N.V. | 13,600 | $53.0 萬 | 0.00% | −10,500−43.6% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 11,273 | $51.9 萬 | 1.38% | 00.0% | 不變 |
| Mackenzie Financial Corp | 12,591 | $51.3 萬 | 0.00% | +5,904+88.3% | 加碼 |
| Federated Hermes, Inc. | 12,031 | $49.0 萬 | 0.00% | −7,027−36.9% | 減碼 |
| Nicola Wealth Management Ltd. | 9,100 | $47.8 萬 | 0.05% | +9,100 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,703 | $47.7 萬 | 0.00% | −7,171−38.0% | 減碼 |
| New York Life Investment Management LLC | 11,537 | $47.0 萬 | 0.01% | +11,537 | 新進 |
| Baird Financial Group, Inc. | 11,414 | $46.5 萬 | 0.00% | −162−1.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,400 | $46.4 萬 | 0.01% | +11,400 | 新進 |
| Connable Office Inc | 10,996 | $44.8 萬 | 0.07% | +171+1.6% | 加碼 |
| Natixis Advisors, L.P. | 10,933 | $44.5 萬 | 0.00% | +10,933 | 新進 |
| Cubist Systematic Strategies, LLC | 10,703 | $43.6 萬 | 0.00% | −10,145−48.7% | 減碼 |
| ExodusPoint Capital Management, LP | 10,489 | $42.7 萬 | 0.01% | +10,489 | 新進 |
| Integrated Investment Consultants, LLC | 10,314 | $42.0 萬 | 0.15% | −148−1.4% | 減碼 |
| Mutual of America Capital Management LLC | 10,219 | $41.6 萬 | 0.01% | +1,061+11.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,012 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 9,716 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 9,339 | $38.0 萬 | 0.00% | +370+4.1% | 加碼 |
| PDT Partners, LLC | 9,019 | $36.7 萬 | 0.03% | +9,019 | 新進 |
| Franklin Resources Inc | 8,893 | $36.2 萬 | 0.00% | −4,453−33.4% | 減碼 |
| ProShare Advisors LLC | 8,489 | $34.5 萬 | 0.00% | −5,498−39.3% | 減碼 |
| Cambria Investment Management, L.P. | 8,120 | $33.1 萬 | 0.04% | +8,120 | 新進 |
| PEAK6 Investments LLC | 5,472 | $33.0 萬 | 0.01% | +5,472 | 新進 |
| Wasatch Advisors Inc | 8,048 | $32.8 萬 | 0.00% | −761,472−99.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,954 | $32.4 萬 | 0.09% | −665−7.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,868 | $32.0 萬 | 0.00% | +233+3.1% | 加碼 |
| Centiva Capital, LP | 7,762 | $31.6 萬 | 0.02% | +7,762 | 新進 |
| Marathon Capital Management | 7,500 | $30.5 萬 | 0.10% | +7,500 | 新進 |
| CIBC Asset Management Inc | 7,329 | $29.9 萬 | 0.00% | −565−7.2% | 減碼 |
| Holocene Advisors, LP | 7,197 | $29.3 萬 | 0.00% | −52,047−87.9% | 減碼 |
| MML Investors Services, LLC | 7,096 | $28.9 萬 | 0.00% | +630+9.7% | 加碼 |
| Bellecapital International Ltd. | 7,015 | $28.6 萬 | 0.08% | +7,015 | 新進 |
| Intersect Capital LLC | 6,726 | $27.4 萬 | 0.08% | +6,726 | 新進 |
| Two Sigma Advisers, LP | 6,600 | $26.9 萬 | 0.00% | −5,100−43.6% | 減碼 |
| Unison Advisors LLC | 6,551 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| EMC Capital Management | 6,376 | $26.0 萬 | 0.22% | +2,131+50.2% | 加碼 |
| KBC Group NV | 6,319 | $25.7 萬 | 0.00% | −953−13.1% | 減碼 |
| Ritholtz Wealth Management | 6,313 | $25.7 萬 | 0.02% | +6,313 | 新進 |
| Crossmark Global Holdings, Inc. | 6,050 | $24.7 萬 | 0.01% | −40−0.7% | 減碼 |
| Profund Advisors LLC | 5,979 | $24.4 萬 | 0.02% | −2,811−32.0% | 減碼 |
| DCM Advisors, LLC | 6,000 | $24.4 萬 | 0.11% | +6,000 | 新進 |
| Watershed Asset Management, L.L.C. | 5,904 | $24.0 萬 | 0.30% | −715−10.8% | 減碼 |
| JustInvest LLC | 5,541 | $22.6 萬 | 0.01% | +5,541 | 新進 |
| CIBC World Markets Inc. | 5,522 | $22.5 萬 | 0.00% | −204−3.6% | 減碼 |
| Evergreen Capital Management LLC | 5,481 | $22.4 萬 | 0.01% | +5,481 | 新進 |
| HighTower Advisors, LLC | 5,424 | $22.3 萬 | 0.00% | +306+6.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,452 | $22.2 萬 | 0.00% | +203+3.9% | 加碼 |
| CWM Advisors, LLC | 5,195 | $21.2 萬 | 0.03% | −626−10.8% | 減碼 |
| First Bank & Trust | 5,039 | $20.5 萬 | 0.07% | 00.0% | 不變 |