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 4 季 13F 持有人
Sanmina Corp 在 2022/12/31 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
- 351
- 較 2022 年第 3 季 +64 家
- 持有股數
- 5,366 萬
- 較 2022 年第 3 季 +47.9 萬 (+0.9%)
- 總市值
- $30.8 億
- 較 2022 年第 3 季 +$6.23 億 (+25.4%)
- 新進機構
- 79
- 另有 116 家加碼
- 清倉機構
- 15
- 另有 115 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 4,407 | $25.2 萬 | 0.00% | +4,407 | 新進 |
| Kestra Advisory Services, LLC | 4,410 | $25.3 萬 | 0.00% | +4,410 | 新進 |
| CIBC Asset Management Inc | 4,419 | $25.3 萬 | 0.00% | −2,613−37.2% | 減碼 |
| First Bank & Trust | 4,483 | $25.7 萬 | 0.07% | −556−11.0% | 減碼 |
| LPL Financial LLC | 4,608 | $26.4 萬 | 0.00% | +137+3.1% | 加碼 |
| JustInvest LLC | 4,648 | $26.6 萬 | 0.01% | +278+6.4% | 加碼 |
| One Wealth Advisors, LLC | 4,666 | $26.7 萬 | 0.06% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 4,720 | $27.0 萬 | 0.01% | −97−2.0% | 減碼 |
| Sawgrass Asset Management LLC | 4,720 | $27.0 萬 | 0.04% | +4,720 | 新進 |
| Ameritas Investment Partners, Inc. | 4,503 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 4,814 | $27.7 萬 | 0.00% | −463−8.8% | 減碼 |
| Fortis Capital Advisors, LLC | 4,844 | $27.8 萬 | 0.17% | +4,844 | 新進 |
| National Asset Management, Inc. | 4,915 | $28.2 萬 | 0.01% | +4,915 | 新進 |
| Convergence Investment Partners, LLC | 5,096 | $29.2 萬 | 0.17% | +685+15.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,119 | $29.3 萬 | 0.01% | −581−10.2% | 減碼 |
| Belpointe Asset Management LLC | 5,149 | $29.5 萬 | 0.02% | +2,016+64.3% | 加碼 |
| KBC Group NV | 5,142 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Inc. | 5,195 | $29.8 萬 | 0.00% | −108−2.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,291 | $30.3 萬 | 0.00% | +5,291 | 新進 |
| Tower Research Capital LLC (TRC) | 5,310 | $30.4 萬 | 0.01% | −538−9.2% | 減碼 |
| Park Avenue Securities LLC | 5,357 | $30.7 萬 | 0.01% | +932+21.1% | 加碼 |
| Advisor Partners II, LLC | 5,389 | $30.9 萬 | 0.02% | +105+2.0% | 加碼 |
| Bailard, Inc. | 5,400 | $30.9 萬 | 0.01% | +5,400 | 新進 |
| Lazard Asset Management LLC | 5,487 | $31.4 萬 | 0.00% | +1,725+45.9% | 加碼 |
| Duality Advisers, LP | 5,486 | $31.4 萬 | 0.04% | +5,486 | 新進 |
| Graham Capital Management, L.P. | 5,527 | $31.7 萬 | 0.01% | −25−0.5% | 減碼 |
| Evergreen Capital Management LLC | 5,982 | $34.3 萬 | 0.02% | +185+3.2% | 加碼 |
| Bank of Montreal | 5,203 | $34.4 萬 | 0.00% | −330−6.0% | 減碼 |
| Catalyst Capital Advisors LLC | 6,100 | $34.9 萬 | 0.01% | +6,100 | 新進 |
| XTX Topco Ltd | 6,155 | $35.3 萬 | 0.07% | +6,155 | 新進 |
| The PNC Financial Services Group, Inc. | 6,185 | $35.4 萬 | 0.00% | +1,044+20.3% | 加碼 |
| Vident Investment Advisory, LLC | 6,243 | $35.8 萬 | 0.01% | −51,631−89.2% | 減碼 |
| Mercer Global Advisors Inc | 6,313 | $36.2 萬 | 0.00% | +6,313 | 新進 |
| Bayesian Capital Management, LP | 6,319 | $36.2 萬 | 0.05% | +6,319 | 新進 |
| Creative Planning | 6,469 | $37.1 萬 | 0.00% | +6,469 | 新進 |
| CSS LLC | 6,481 | $37.1 萬 | 0.02% | −6,433−49.8% | 減碼 |
| Bellecapital International Ltd. | 7,015 | $40.2 萬 | 0.11% | 00.0% | 不變 |
| Caxton Associates LP | 7,153 | $41.0 萬 | 0.03% | +7,153 | 新進 |
| EMC Capital Management | 7,342 | $42.1 萬 | 0.38% | +966+15.2% | 加碼 |
| Jump Financial, LLC | 7,400 | $42.4 萬 | 0.02% | +7,400 | 新進 |
| Marathon Capital Management | 7,500 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Pictet Asset Management SA | 7,847 | $45.0 萬 | 0.00% | +3,056+63.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 7,965 | $45.6 萬 | 0.00% | +7,965 | 新進 |
| Lido Advisors, LLC | 8,068 | $46.2 萬 | 0.01% | +276+3.5% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 8,115 | $46.5 萬 | 1.30% | −258−3.1% | 減碼 |
| Unison Advisors LLC | 8,654 | $49.6 萬 | 0.06% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,916 | $50.6 萬 | 0.00% | −3,060−25.6% | 減碼 |
| ProShare Advisors LLC | 9,013 | $51.6 萬 | 0.00% | +1,152+14.7% | 加碼 |
| DuPont Capital Management Corp | 9,165 | $52.5 萬 | 0.02% | −983−9.7% | 減碼 |
| Captrust Financial Advisors | 9,282 | $53.2 萬 | 0.00% | −382−4.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,292 | $53.2 萬 | 0.00% | +1,424+18.1% | 加碼 |
| MAI Capital Management | 9,374 | $53.7 萬 | 0.01% | +1,179+14.4% | 加碼 |
| Franklin Resources Inc | 9,379 | $53.7 萬 | 0.00% | +47+0.5% | 加碼 |
| Inceptionr LLC | 9,402 | $53.9 萬 | 0.28% | +9,402 | 新進 |
| Gotham Asset Management, LLC | 9,443 | $54.1 萬 | 0.02% | +4,923+108.9% | 加碼 |
| Bridgefront Capital, LLC | 9,707 | $55.6 萬 | 0.39% | +9,707 | 新進 |
| Settian Capital LP | 10,000 | $57.3 萬 | 0.50% | +10,000 | 新進 |
| RBF Capital, LLC | 10,000 | $57.3 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 10,012 | $57.4 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 10,116 | $58.0 萬 | 0.09% | +10,116 | 新進 |
| Point72 Middle East FZE | 10,153 | $58.2 萬 | 0.04% | +10,153 | 新進 |
| Gsa Capital Partners LLP | 10,553 | $60.5 萬 | 0.08% | +10,553 | 新進 |
| Connable Office Inc | 10,577 | $60.6 萬 | 0.09% | 00.0% | 不變 |
| One01 Capital, LP | 10,700 | $61.3 萬 | 1.78% | +10,700 | 新進 |
| Eqis Capital Management, Inc. | 10,732 | $61.5 萬 | 0.07% | +10,732 | 新進 |
| Diversified Trust Co | 10,728 | $61.5 萬 | 0.03% | +139+1.3% | 加碼 |
| Royal Bank of Canada | 10,834 | $62.2 萬 | 0.00% | +9,124+533.6% | 加碼 |
| Shell Asset Management Co | 10,874 | $62.3 萬 | 0.03% | −2,271−17.3% | 減碼 |
| Janney Montgomery Scott LLC | 11,442 | $65.6 萬 | 0.00% | −2,042−15.1% | 減碼 |
| Janus Henderson Group PLC | 11,554 | $66.2 萬 | 0.00% | −1,600−12.2% | 減碼 |
| Versor Investments LP | 11,674 | $66.9 萬 | 0.06% | −26,431−69.4% | 減碼 |
| Horizon Investment Services, LLC | 11,705 | $67.1 萬 | 0.49% | +6,890+143.1% | 加碼 |
| Los Angeles Capital Management LLC | 11,729 | $67.2 萬 | 0.00% | +50.0% | 加碼 |
| MML Investors Services, LLC | 11,737 | $67.2 萬 | 0.00% | +4,292+57.6% | 加碼 |
| Virtu Financial LLC | 11,894 | $68.1 萬 | 0.09% | +11,894 | 新進 |
| Mutual of America Capital Management LLC | 12,036 | $69.0 萬 | 0.01% | +535+4.7% | 加碼 |
| Mackenzie Financial Corp | 12,282 | $70.4 萬 | 0.00% | −200−1.6% | 減碼 |
| Toroso Investments, LLC | 12,287 | $70.4 萬 | 0.03% | +12,287 | 新進 |
| Virginia Retirement Systems Et Al | 12,300 | $70.5 萬 | 0.01% | −600−4.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 12,713 | $72.8 萬 | 0.16% | −3,049−19.3% | 減碼 |
| SG Americas Securities, LLC | 12,784 | $73.2 萬 | 0.01% | +7,371+136.2% | 加碼 |
| Everence Capital Management Inc | 13,090 | $75.0 萬 | 0.06% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 13,481 | $77.2 萬 | 0.11% | +8,637+178.3% | 加碼 |
| Natixis Advisors, L.P. | 13,577 | $77.8 萬 | 0.00% | +797+6.2% | 加碼 |
| Verition Fund Management LLC | 13,888 | $79.6 萬 | 0.02% | +6,531+88.8% | 加碼 |
| Jackson Creek Investment Advisors LLC | 13,990 | $80.1 萬 | 0.36% | −5,183−27.0% | 減碼 |
| New York Life Investment Management LLC | 14,035 | $80.4 萬 | 0.01% | +1,506+12.0% | 加碼 |
| Massachusetts Financial Services Co | 14,502 | $83.1 萬 | 0.00% | +307+2.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 14,600 | $83.6 萬 | 0.01% | 00.0% | 不變 |
| APG Asset Management N.V. | 14,800 | $84.8 萬 | 0.00% | +2,100+16.5% | 加碼 |
| Capital Impact Advisors, LLC | 14,811 | $84.9 萬 | 0.83% | −3,826−20.5% | 減碼 |
| Squarepoint Ops LLC | 14,930 | $85.5 萬 | 0.01% | +717+5.0% | 加碼 |
| Quantbot Technologies LP | 15,128 | $86.7 萬 | 0.06% | +14,186+1,505.9% | 加碼 |
| Financial Advocates Investment Management | 15,521 | $88.9 萬 | 0.07% | +15,521 | 新進 |
| EULAV Asset Management | 16,000 | $91.7 萬 | 0.04% | +16,000 | 新進 |
| Arizona State Retirement System | 16,312 | $93.5 萬 | 0.01% | −222−1.3% | 減碼 |
| Canada Pension Plan Investment Board | 16,800 | $96.2 萬 | 0.00% | −10,600−38.7% | 減碼 |
| Ensign Peak Advisors, Inc | 16,938 | $97.0 萬 | 0.00% | +3,100+22.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,000 | $97.4 萬 | 0.00% | +17,000 | 新進 |
| MorganRosel Wealth Management, LLC | 17,221 | $98.7 萬 | 0.45% | +17,221 | 新進 |