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。
2023 年第 1 季 13F 持有人
Sanmina Corp 在 2023/3/31 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
- 348
- 較 2022 年第 4 季 −1 家
- 持有股數
- 5,461 萬
- 較 2022 年第 4 季 +135.4 萬 (+2.5%)
- 總市值
- $32.8 億
- 較 2022 年第 4 季 +$2.27 億 (+7.4%)
- 新進機構
- 40
- 另有 126 家加碼
- 清倉機構
- 41
- 另有 132 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,964,625 | $6.69 億 | 0.02% | +705,600+6.9% | 加碼 |
| Vanguard Group Inc | 6,793,956 | $4.14 億 | 0.01% | +217,143+3.3% | 加碼 |
| Dimensional Fund Advisors LP | 4,730,560 | $2.89 億 | 0.10% | −19,170−0.4% | 減碼 |
| State Street Corp | 2,279,775 | $1.39 億 | 0.01% | +34,059+1.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,138,157 | $1.30 億 | 0.75% | +291,703+15.8% | 加碼 |
| LSV Asset Management | 1,940,115 | $1.18 億 | 0.27% | −93,856−4.6% | 減碼 |
| Geode Capital Management, LLC | 1,238,983 | $7,557 萬 | 0.01% | +7,023+0.6% | 加碼 |
| Bank of America Corp | 1,090,055 | $6,648 萬 | 0.01% | +67,844+6.6% | 加碼 |
| Morgan Stanley | 979,595 | $5,975 萬 | 0.01% | −110,727−10.2% | 減碼 |
| American Century Companies Inc | 939,490 | $5,730 萬 | 0.05% | +53,526+6.0% | 加碼 |
| Nuveen Asset Management, LLC | 851,995 | $5,196 萬 | 0.02% | +132,068+18.3% | 加碼 |
| Goldman Sachs Group Inc | 829,789 | $5,061 萬 | 0.01% | +119,275+16.8% | 加碼 |
| Northern Trust Corp | 828,721 | $5,054 萬 | 0.01% | −8,745−1.0% | 減碼 |
| Earnest Partners LLC | 746,260 | $4,551 萬 | 0.26% | −1,369,720−64.7% | 減碼 |
| Millennium Management LLC | 738,631 | $4,505 萬 | 0.05% | −292,420−28.4% | 減碼 |
| Diamond Hill Capital Management Inc | 691,042 | $4,215 萬 | 0.20% | −64,949−8.6% | 減碼 |
| Invesco Ltd. | 631,707 | $3,853 萬 | 0.01% | +117,625+22.9% | 加碼 |
| Bank of New York Mellon Corp | 621,420 | $3,790 萬 | 0.01% | −15,540−2.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 577,465 | $3,522 萬 | 0.10% | +40,443+7.5% | 加碼 |
| Charles Schwab Investment Management Inc | 557,335 | $3,399 萬 | 0.01% | +3,486+0.6% | 加碼 |
| Global Alpha Capital Management Ltd. | 544,578 | $3,321 萬 | 3.01% | +189,138+53.2% | 加碼 |
| Victory Capital Management Inc | 502,813 | $3,067 萬 | 0.03% | +86,469+20.8% | 加碼 |
| Citadel Advisors LLC | 428,348 | $2,612 萬 | 0.03% | +40,163+10.3% | 加碼 |
| Wells Fargo & Company | 416,623 | $2,541 萬 | 0.01% | −81,477−16.4% | 減碼 |
| Allianz Asset Management GmbH | 407,595 | $2,486 萬 | 0.05% | +114,300+39.0% | 加碼 |
| Principal Financial Group Inc | 360,163 | $2,197 萬 | 0.02% | −1340.0% | 減碼 |
| Jupiter Asset Management Ltd | 333,098 | $2,029 萬 | 0.28% | +301,913+968.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 310,728 | $1,895 萬 | 0.02% | +203,955+191.0% | 加碼 |
| Ameriprise Financial Inc | 295,954 | $1,805 萬 | 0.01% | +16,761+6.0% | 加碼 |
| SEI Investments Co | 266,288 | $1,624 萬 | 0.03% | +51,964+24.2% | 加碼 |
| Assenagon Asset Management S.A. | 250,823 | $1,530 萬 | 0.06% | +63,003+33.5% | 加碼 |
| Empower Advisory Group, LLC | 246,330 | $1,479 萬 | 0.07% | +246,330 | 新進 |
| Prudential Financial Inc | 241,389 | $1,472 萬 | 0.02% | −9,294−3.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 230,107 | $1,403 萬 | 0.13% | −72,847−24.0% | 減碼 |
| Renaissance Technologies LLC | 224,233 | $1,368 萬 | 0.02% | −124,800−35.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 224,049 | $1,366 萬 | 0.02% | +58,476+35.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 211,584 | $1,290 萬 | 0.02% | −72,392−25.5% | 減碼 |
| UBS Group AG | 200,656 | $1,224 萬 | 0.01% | +50,299+33.5% | 加碼 |
| Royce & Associates LP | 200,538 | $1,223 萬 | 0.12% | −9,508−4.5% | 減碼 |
| Rhumbline Advisers | 194,231 | $1,185 萬 | 0.01% | +6,671+3.6% | 加碼 |
| JPMorgan Chase & Co | 178,351 | $1,088 萬 | 0.00% | +70,634+65.6% | 加碼 |
| AQR Capital Management LLC | 172,552 | $1,052 萬 | 0.02% | +19,120+12.5% | 加碼 |
| Legal & General Group Plc | 172,403 | $1,051 萬 | 0.00% | +972+0.6% | 加碼 |
| Cambria Investment Management, L.P. | 156,321 | $953.4 萬 | 0.79% | −5,297−3.3% | 減碼 |
| Algert Global LLC | 154,781 | $944.0 萬 | 0.45% | +75,517+95.3% | 加碼 |
| Alliancebernstein L.P. | 152,423 | $929.6 萬 | 0.00% | −9,567−5.9% | 減碼 |
| Panagora Asset Management Inc | 146,935 | $896.2 萬 | 0.06% | +6,991+5.0% | 加碼 |
| Voloridge Investment Management, LLC | 137,939 | $841.3 萬 | 0.04% | −26,734−16.2% | 減碼 |
| Mesirow Institutional Investment Management, Inc. | 137,170 | $836.6 萬 | 0.91% | +137,170 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 132,681 | $809.2 萬 | 0.03% | +11,320+9.3% | 加碼 |
| Swiss National Bank | 124,000 | $756.3 萬 | 0.01% | −15,600−11.2% | 減碼 |
| Envestnet Asset Management Inc | 972,312 | $720.9 萬 | 0.00% | +815,275+519.2% | 加碼 |
| State of Alaska, Department of Revenue | 113,390 | $691.5 萬 | 0.08% | −150.0% | 減碼 |
| Hillsdale Investment Management Inc. | 109,990 | $670.8 萬 | 0.57% | +700+0.6% | 加碼 |
| Wedge Capital Management L L P | 108,171 | $659.7 萬 | 0.11% | +108,171 | 新進 |
| Public Sector Pension Investment Board | 102,638 | $626.0 萬 | 0.05% | −1,844−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 93,625 | $571.0 萬 | 0.09% | +21,137+29.2% | 加碼 |
| Foundry Partners, LLC | 92,222 | $562.5 萬 | 0.35% | +4,832+5.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 89,500 | $545.1 萬 | 0.57% | 00.0% | 不變 |
| Norges Bank | 87,721 | $535.0 萬 | 0.00% | −18,780−17.6% | 減碼 |
| Two Sigma Advisers, LP | 86,600 | $528.2 萬 | 0.01% | −2,500−2.8% | 減碼 |
| Great Lakes Advisors, LLC | 84,118 | $513.0 萬 | 0.05% | +84,118 | 新進 |
| AXA S.A. | 83,900 | $511.7 萬 | 0.02% | −2,600−3.0% | 減碼 |
| We Are One Seven, LLC | 83,879 | $511.6 萬 | 0.32% | +83,879 | 新進 |
| TCWP LLC | 83,654 | $510.2 萬 | 0.97% | +83,654 | 新進 |
| ExodusPoint Capital Management, LP | 80,591 | $491.5 萬 | 0.06% | +10,803+15.5% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 76,736 | $468.0 萬 | 1.63% | +76,736 | 新進 |
| CX Institutional | 73,543 | $443.6 萬 | 0.24% | +73,543 | 新進 |
| California State Teachers Retirement System | 72,731 | $443.6 萬 | 0.01% | −1,520−2.0% | 減碼 |
| TD Waterhouse Canada Inc. | 57,292 | $427.4 萬 | 0.04% | +5,283+10.2% | 加碼 |
| UBS Asset Management Americas Inc | 69,667 | $424.9 萬 | 0.00% | −2,338−3.2% | 減碼 |
| Thrivent Financial for Lutherans | 69,214 | $422.1 萬 | 0.01% | −1,075−1.5% | 減碼 |
| Barclays PLC | 67,303 | $410.5 萬 | 0.00% | +4,905+7.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 67,270 | $399.8 萬 | 0.01% | −615−0.9% | 減碼 |
| Russell Investments Group, Ltd. | 65,049 | $396.7 萬 | 0.01% | −926−1.4% | 減碼 |
| Teacher Retirement System of Texas | 64,192 | $391.5 萬 | 0.03% | −19,099−22.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,791 | $376.9 萬 | 0.03% | +328+0.5% | 加碼 |
| State of Wisconsin Investment Board | 61,174 | $373.1 萬 | 0.01% | −7,131−10.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 60,345 | $368.0 萬 | 0.02% | +19,300+47.0% | 加碼 |
| Assetmark, Inc | 58,916 | $359.3 萬 | 0.01% | +4,127+7.5% | 加碼 |
| EAM Global Investors LLC | 57,967 | $353.5 萬 | 0.99% | +4,188+7.8% | 加碼 |
| Great West Life Assurance Co | 57,971 | $353.2 萬 | 0.01% | −2,643−4.4% | 減碼 |
| FMR LLC | 57,771 | $352.3 萬 | 0.00% | +803+1.4% | 加碼 |
| Tudor Investment Corp Et Al | 56,467 | $344.4 萬 | 0.07% | −87,448−60.8% | 減碼 |
| Martingale Asset Management L P | 55,485 | $338.4 萬 | 0.07% | +40.0% | 加碼 |
| Two Sigma Investments, LP | 55,374 | $337.7 萬 | 0.01% | −104,204−65.3% | 減碼 |
| Macquarie Group Ltd | 53,000 | $323.2 萬 | 0.00% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 39,100 | $322.7 萬 | 0.32% | +12,000+44.3% | 加碼 |
| Texas Permanent School Fund | 52,336 | $319.2 萬 | 0.03% | +13,726+35.6% | 加碼 |
| Stifel Financial Corp | 52,127 | $317.9 萬 | 0.00% | +3,968+8.2% | 加碼 |
| Clark Capital Management Group, Inc. | 51,438 | $313.7 萬 | 0.04% | +15,188+41.9% | 加碼 |
| SG Americas Securities, LLC | 51,124 | $311.8 萬 | 0.04% | +38,340+299.9% | 加碼 |
| Credit Suisse AG | 51,057 | $311.4 萬 | 0.00% | +1,468+3.0% | 加碼 |
| First Trust Advisors LP | 50,518 | $308.1 萬 | 0.00% | −5,297−9.5% | 減碼 |
| HSBC Holdings PLC | 50,002 | $303.2 萬 | 0.00% | −2,123−4.1% | 減碼 |
| Leuthold Group, LLC | 48,999 | $298.8 萬 | 0.39% | +48,999 | 新進 |
| Raymond James & Associates | 48,900 | $298.2 萬 | 0.00% | +564+1.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 46,363 | $282.8 萬 | 0.02% | +721+1.6% | 加碼 |
| New York State Teachers Retirement System | 44,233 | $269.8 萬 | 0.01% | −1,730−3.8% | 減碼 |
| Deutsche Bank AG | 41,684 | $254.2 萬 | 0.00% | +14,594+53.9% | 加碼 |