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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 44,910 | $257.3 萬 | 0.01% | −14,597−24.5% | 減碼 |
| Ergoteles LLC | 44,473 | $254.8 萬 | 0.09% | +31,139+233.5% | 加碼 |
| Citigroup Inc | 43,684 | $250.3 萬 | 0.00% | −2,032−4.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,045 | $235.1 萬 | 0.01% | +20,000+95.0% | 加碼 |
| Yousif Capital Management, LLC | 39,337 | $225.4 萬 | 0.03% | −10,695−21.4% | 減碼 |
| Texas Permanent School Fund | 38,610 | $221.2 萬 | 0.03% | −2,966−7.1% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $215.9 萬 | 0.02% | 00.0% | 不變 |
| Capital Fund Management S.A. | 37,625 | $215.6 萬 | 0.05% | +25,265+204.4% | 加碼 |
| Nicola Wealth Management Ltd. | 27,100 | $210.3 萬 | 0.21% | +6,000+28.4% | 加碼 |
| Advisor Group Holdings, Inc. | 36,523 | $209.3 萬 | 0.00% | +7,636+26.4% | 加碼 |
| EAM Investors, LLC | 36,491 | $209.1 萬 | 0.43% | −27,780−43.2% | 減碼 |
| Susquehanna International Group, LLP | 36,400 | $208.5 萬 | 0.00% | +3,203+9.6% | 加碼 |
| Clark Capital Management Group, Inc. | 36,250 | $207.7 萬 | 0.02% | +8,448+30.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 35,192 | $201.6 萬 | 0.20% | +29,512+519.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 35,091 | $201.0 萬 | 0.01% | −11,864−25.3% | 減碼 |
| Marshall Wace, LLP | 34,539 | $197.9 萬 | 0.01% | +34,539 | 新進 |
| Winton Group Ltd | 34,082 | $195.3 萬 | 0.13% | −3,817−10.1% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,954 | $188.8 萬 | 0.23% | −6,028−15.5% | 減碼 |
| Price T Rowe Associates Inc | 32,237 | $184.7 萬 | 0.00% | +850+2.7% | 加碼 |
| Glenmede Trust Co NA | 31,720 | $181.7 萬 | 0.01% | −2,070−6.1% | 減碼 |
| Jupiter Asset Management Ltd | 31,185 | $178.6 萬 | 0.03% | +21,469+221.0% | 加碼 |
| American International Group, Inc. | 31,027 | $177.8 萬 | 0.01% | −273−0.9% | 減碼 |
| MetLife Investment Management | 29,973 | $171.7 萬 | 0.01% | 00.0% | 不變 |
| Jennison Associates LLC | 28,654 | $164.2 萬 | 0.00% | −7,822−21.4% | 減碼 |
| Truist Financial Corp | 28,240 | $161.8 萬 | 0.00% | +14,337+103.1% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $156.4 萬 | 0.04% | −300−1.1% | 減碼 |
| Deutsche Bank AG | 27,090 | $155.2 萬 | 0.00% | +3,195+13.4% | 加碼 |
| Commonwealth Equity Services, LLC | 27,076 | $155.1 萬 | 0.00% | +73+0.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 26,526 | $152.0 萬 | 1.01% | −1,951−6.9% | 減碼 |
| Engineers Gate Manager LP | 26,400 | $151.2 萬 | 0.09% | +26,400 | 新進 |
| Amalgamated Bank | 26,325 | $150.8 萬 | 0.01% | −321−1.2% | 減碼 |
| TriaGen Wealth Management LLC | 26,227 | $150.3 萬 | 0.83% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $150.1 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 26,162 | $149.9 萬 | 0.00% | −21,593−45.2% | 減碼 |
| Aquatic Capital Management LLC | 25,500 | $146.1 萬 | 0.11% | +25,500 | 新進 |
| Fox Run Management, L.L.C. | 25,139 | $144.0 萬 | 0.58% | +25,139 | 新進 |
| Waycross Investment Management Co | 25,098 | $143.8 萬 | 1.45% | +25,098 | 新進 |
| Voya Investment Management LLC | 24,928 | $142.8 萬 | 0.00% | −785−3.1% | 減碼 |
| Pacifica Partners Inc. | 23,603 | $137.8 萬 | 0.94% | −7,157−23.3% | 減碼 |
| Maryland State Retirement & Pension System | 23,641 | $135.4 萬 | 0.04% | +23,641 | 新進 |
| Lisanti Capital Growth, LLC | 22,495 | $128.9 萬 | 0.18% | +22,495 | 新進 |
| Manufacturers Life Insurance Company, The | 22,486 | $128.8 萬 | 0.00% | −794−3.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 22,366 | $128.1 萬 | 0.31% | +5,528+32.8% | 加碼 |
| STRS Ohio | 20,000 | $114.5 萬 | 0.01% | −4,500−18.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,972 | $114.4 萬 | 0.00% | −6,800−25.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,111 | $109.5 萬 | 0.01% | −445−2.3% | 減碼 |
| Walleye Capital LLC | 19,044 | $109.1 萬 | 0.02% | +19,044 | 新進 |
| SummerHaven Investment Management, LLC | 18,797 | $107.7 萬 | 0.64% | +170+0.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,732 | $101.6 萬 | 0.01% | −3,343−15.9% | 減碼 |
| TD Asset Management Inc | 17,500 | $100.3 萬 | 0.00% | −87,000−83.3% | 減碼 |
| Ritholtz Wealth Management | 17,282 | $99.0 萬 | 0.06% | +3,479+25.2% | 加碼 |
| MorganRosel Wealth Management, LLC | 17,221 | $98.7 萬 | 0.45% | +17,221 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,000 | $97.4 萬 | 0.00% | +17,000 | 新進 |
| Ensign Peak Advisors, Inc | 16,938 | $97.0 萬 | 0.00% | +3,100+22.4% | 加碼 |
| Canada Pension Plan Investment Board | 16,800 | $96.2 萬 | 0.00% | −10,600−38.7% | 減碼 |
| Arizona State Retirement System | 16,312 | $93.5 萬 | 0.01% | −222−1.3% | 減碼 |
| EULAV Asset Management | 16,000 | $91.7 萬 | 0.04% | +16,000 | 新進 |
| Financial Advocates Investment Management | 15,521 | $88.9 萬 | 0.07% | +15,521 | 新進 |
| Quantbot Technologies LP | 15,128 | $86.7 萬 | 0.06% | +14,186+1,505.9% | 加碼 |
| Squarepoint Ops LLC | 14,930 | $85.5 萬 | 0.01% | +717+5.0% | 加碼 |
| Capital Impact Advisors, LLC | 14,811 | $84.9 萬 | 0.83% | −3,826−20.5% | 減碼 |
| APG Asset Management N.V. | 14,800 | $84.8 萬 | 0.00% | +2,100+16.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 14,600 | $83.6 萬 | 0.01% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 14,502 | $83.1 萬 | 0.00% | +307+2.2% | 加碼 |
| New York Life Investment Management LLC | 14,035 | $80.4 萬 | 0.01% | +1,506+12.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 13,990 | $80.1 萬 | 0.36% | −5,183−27.0% | 減碼 |
| Verition Fund Management LLC | 13,888 | $79.6 萬 | 0.02% | +6,531+88.8% | 加碼 |
| Natixis Advisors, L.P. | 13,577 | $77.8 萬 | 0.00% | +797+6.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,481 | $77.2 萬 | 0.11% | +8,637+178.3% | 加碼 |
| Everence Capital Management Inc | 13,090 | $75.0 萬 | 0.06% | 00.0% | 不變 |
| SG Americas Securities, LLC | 12,784 | $73.2 萬 | 0.01% | +7,371+136.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 12,713 | $72.8 萬 | 0.16% | −3,049−19.3% | 減碼 |
| Virginia Retirement Systems Et Al | 12,300 | $70.5 萬 | 0.01% | −600−4.7% | 減碼 |
| Toroso Investments, LLC | 12,287 | $70.4 萬 | 0.03% | +12,287 | 新進 |
| Mackenzie Financial Corp | 12,282 | $70.4 萬 | 0.00% | −200−1.6% | 減碼 |
| Mutual of America Capital Management LLC | 12,036 | $69.0 萬 | 0.01% | +535+4.7% | 加碼 |
| Virtu Financial LLC | 11,894 | $68.1 萬 | 0.09% | +11,894 | 新進 |
| MML Investors Services, LLC | 11,737 | $67.2 萬 | 0.00% | +4,292+57.6% | 加碼 |
| Los Angeles Capital Management LLC | 11,729 | $67.2 萬 | 0.00% | +50.0% | 加碼 |
| Horizon Investment Services, LLC | 11,705 | $67.1 萬 | 0.49% | +6,890+143.1% | 加碼 |
| Versor Investments LP | 11,674 | $66.9 萬 | 0.06% | −26,431−69.4% | 減碼 |
| Janus Henderson Group PLC | 11,554 | $66.2 萬 | 0.00% | −1,600−12.2% | 減碼 |
| Janney Montgomery Scott LLC | 11,442 | $65.6 萬 | 0.00% | −2,042−15.1% | 減碼 |
| Shell Asset Management Co | 10,874 | $62.3 萬 | 0.03% | −2,271−17.3% | 減碼 |
| Royal Bank of Canada | 10,834 | $62.2 萬 | 0.00% | +9,124+533.6% | 加碼 |
| Diversified Trust Co | 10,728 | $61.5 萬 | 0.03% | +139+1.3% | 加碼 |
| Eqis Capital Management, Inc. | 10,732 | $61.5 萬 | 0.07% | +10,732 | 新進 |
| One01 Capital, LP | 10,700 | $61.3 萬 | 1.78% | +10,700 | 新進 |
| Connable Office Inc | 10,577 | $60.6 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 10,553 | $60.5 萬 | 0.08% | +10,553 | 新進 |
| Point72 Middle East FZE | 10,153 | $58.2 萬 | 0.04% | +10,153 | 新進 |
| FORA Capital, LLC | 10,116 | $58.0 萬 | 0.09% | +10,116 | 新進 |
| Public Employees Retirement Association of Colorado | 10,012 | $57.4 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $57.3 萬 | 0.04% | 00.0% | 不變 |
| Settian Capital LP | 10,000 | $57.3 萬 | 0.50% | +10,000 | 新進 |
| Bridgefront Capital, LLC | 9,707 | $55.6 萬 | 0.39% | +9,707 | 新進 |
| Gotham Asset Management, LLC | 9,443 | $54.1 萬 | 0.02% | +4,923+108.9% | 加碼 |
| Inceptionr LLC | 9,402 | $53.9 萬 | 0.28% | +9,402 | 新進 |
| Franklin Resources Inc | 9,379 | $53.7 萬 | 0.00% | +47+0.5% | 加碼 |
| MAI Capital Management | 9,374 | $53.7 萬 | 0.01% | +1,179+14.4% | 加碼 |