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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 19,081 | $116.4 萬 | 0.68% | +284+1.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,972 | $121.8 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 20,000 | $121.9 萬 | 0.01% | 00.0% | 不變 |
| MorganRosel Wealth Management, LLC | 20,525 | $125.2 萬 | 0.53% | +3,304+19.2% | 加碼 |
| Pacifica Partners Inc. | 22,696 | $127.3 萬 | 0.77% | −907−3.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 21,360 | $130.3 萬 | 0.01% | +6,760+46.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,844 | $139.3 萬 | 0.00% | +358+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 23,191 | $141.4 萬 | 0.00% | −13,332−36.5% | 減碼 |
| Maryland State Retirement & Pension System | 23,501 | $143.3 萬 | 0.03% | −140−0.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 23,988 | $146.3 萬 | 1.02% | −2,538−9.6% | 減碼 |
| Trexquant Investment LP | 24,035 | $146.6 萬 | 0.04% | −27,434−53.3% | 減碼 |
| Amalgamated Bank | 24,772 | $151.1 萬 | 0.01% | −1,553−5.9% | 減碼 |
| Voya Investment Management LLC | 24,828 | $151.4 萬 | 0.00% | −100−0.4% | 減碼 |
| Waycross Investment Management Co | 24,849 | $151.6 萬 | 1.52% | −249−1.0% | 減碼 |
| Los Angeles Capital Management LLC | 25,199 | $153.7 萬 | 0.01% | +13,470+114.8% | 加碼 |
| Capital Fund Management S.A. | 25,457 | $155.3 萬 | 0.03% | −12,168−32.3% | 減碼 |
| Janus Henderson Group PLC | 25,718 | $156.8 萬 | 0.00% | +14,164+122.6% | 加碼 |
| TriaGen Wealth Management LLC | 25,907 | $158.0 萬 | 0.79% | −320−1.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $159.8 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 27,200 | $165.9 萬 | 0.04% | −100−0.4% | 減碼 |
| Truist Financial Corp | 27,213 | $166.0 萬 | 0.00% | −1,027−3.6% | 減碼 |
| Commonwealth Equity Services, LLC | 27,576 | $168.1 萬 | 0.00% | +500+1.8% | 加碼 |
| Jennison Associates LLC | 27,603 | $168.4 萬 | 0.00% | −1,051−3.7% | 減碼 |
| Gsa Capital Partners LLP | 28,143 | $171.6 萬 | 0.17% | +17,590+166.7% | 加碼 |
| Bridgewater Associates, LP | 28,895 | $176.2 萬 | 0.01% | −34,714−54.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 29,798 | $181.7 萬 | 0.03% | −36,233−54.9% | 減碼 |
| MetLife Investment Management | 29,973 | $182.8 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 29,993 | $182.9 萬 | 0.00% | −272,940−90.1% | 減碼 |
| Glenmede Trust Co NA | 30,169 | $184.0 萬 | 0.01% | −1,551−4.9% | 減碼 |
| Balyasny Asset Management LLC | 30,367 | $185.2 萬 | 0.01% | −14,635−32.5% | 減碼 |
| Squarepoint Ops LLC | 30,556 | $186.4 萬 | 0.01% | +15,626+104.7% | 加碼 |
| American International Group, Inc. | 31,223 | $190.4 萬 | 0.01% | +196+0.6% | 加碼 |
| Winton Group Ltd | 31,257 | $190.6 萬 | 0.12% | −2,825−8.3% | 減碼 |
| Qube Research & Technologies Ltd | 31,863 | $194.3 萬 | 0.01% | −63,775−66.7% | 減碼 |
| EAM Investors, LLC | 31,893 | $194.5 萬 | 0.38% | −4,598−12.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,954 | $201.0 萬 | 0.25% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 33,147 | $202.2 萬 | 0.00% | +910+2.8% | 加碼 |
| Yorktown Management & Research Co Inc | 33,600 | $204.9 萬 | 2.21% | +33,600 | 新進 |
| Yousif Capital Management, LLC | 34,957 | $213.2 萬 | 0.03% | −4,380−11.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 35,767 | $218.1 萬 | 0.05% | −12,927−26.5% | 減碼 |
| Susquehanna International Group, LLP | 35,950 | $219.3 萬 | 0.00% | −450−1.2% | 減碼 |
| South Dakota Investment Council | 36,000 | $219.6 萬 | 0.05% | +36,000 | 新進 |
| State of Tennessee, Treasury Department | 36,436 | $222.2 萬 | 0.01% | −8,474−18.9% | 減碼 |
| Citigroup Inc | 37,431 | $228.3 萬 | 0.00% | −6,253−14.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 37,958 | $231.5 萬 | 0.01% | +2,867+8.2% | 加碼 |
| Alberta Investment Management Corp | 40,124 | $244.7 萬 | 0.02% | +2,430+6.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 40,223 | $245.3 萬 | 0.01% | +14,061+53.7% | 加碼 |
| Deutsche Bank AG | 41,684 | $254.2 萬 | 0.00% | +14,594+53.9% | 加碼 |
| New York State Teachers Retirement System | 44,233 | $269.8 萬 | 0.01% | −1,730−3.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 46,363 | $282.8 萬 | 0.02% | +721+1.6% | 加碼 |
| Raymond James & Associates | 48,900 | $298.2 萬 | 0.00% | +564+1.2% | 加碼 |
| Leuthold Group, LLC | 48,999 | $298.8 萬 | 0.39% | +48,999 | 新進 |
| HSBC Holdings PLC | 50,002 | $303.2 萬 | 0.00% | −2,123−4.1% | 減碼 |
| First Trust Advisors LP | 50,518 | $308.1 萬 | 0.00% | −5,297−9.5% | 減碼 |
| Credit Suisse AG | 51,057 | $311.4 萬 | 0.00% | +1,468+3.0% | 加碼 |
| SG Americas Securities, LLC | 51,124 | $311.8 萬 | 0.04% | +38,340+299.9% | 加碼 |
| Clark Capital Management Group, Inc. | 51,438 | $313.7 萬 | 0.04% | +15,188+41.9% | 加碼 |
| Stifel Financial Corp | 52,127 | $317.9 萬 | 0.00% | +3,968+8.2% | 加碼 |
| Texas Permanent School Fund | 52,336 | $319.2 萬 | 0.03% | +13,726+35.6% | 加碼 |
| Nicola Wealth Management Ltd. | 39,100 | $322.7 萬 | 0.32% | +12,000+44.3% | 加碼 |
| Macquarie Group Ltd | 53,000 | $323.2 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Investments, LP | 55,374 | $337.7 萬 | 0.01% | −104,204−65.3% | 減碼 |
| Martingale Asset Management L P | 55,485 | $338.4 萬 | 0.07% | +40.0% | 加碼 |
| Tudor Investment Corp Et Al | 56,467 | $344.4 萬 | 0.07% | −87,448−60.8% | 減碼 |
| FMR LLC | 57,771 | $352.3 萬 | 0.00% | +803+1.4% | 加碼 |
| Great West Life Assurance Co | 57,971 | $353.2 萬 | 0.01% | −2,643−4.4% | 減碼 |
| EAM Global Investors LLC | 57,967 | $353.5 萬 | 0.99% | +4,188+7.8% | 加碼 |
| Assetmark, Inc | 58,916 | $359.3 萬 | 0.01% | +4,127+7.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 60,345 | $368.0 萬 | 0.02% | +19,300+47.0% | 加碼 |
| State of Wisconsin Investment Board | 61,174 | $373.1 萬 | 0.01% | −7,131−10.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,791 | $376.9 萬 | 0.03% | +328+0.5% | 加碼 |
| Teacher Retirement System of Texas | 64,192 | $391.5 萬 | 0.03% | −19,099−22.9% | 減碼 |
| Russell Investments Group, Ltd. | 65,049 | $396.7 萬 | 0.01% | −926−1.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 67,270 | $399.8 萬 | 0.01% | −615−0.9% | 減碼 |
| Barclays PLC | 67,303 | $410.5 萬 | 0.00% | +4,905+7.9% | 加碼 |
| Thrivent Financial for Lutherans | 69,214 | $422.1 萬 | 0.01% | −1,075−1.5% | 減碼 |
| UBS Asset Management Americas Inc | 69,667 | $424.9 萬 | 0.00% | −2,338−3.2% | 減碼 |
| TD Waterhouse Canada Inc. | 57,292 | $427.4 萬 | 0.04% | +5,283+10.2% | 加碼 |
| California State Teachers Retirement System | 72,731 | $443.6 萬 | 0.01% | −1,520−2.0% | 減碼 |
| CX Institutional | 73,543 | $443.6 萬 | 0.24% | +73,543 | 新進 |
| Beacon Harbor Wealth Advisors, Inc. | 76,736 | $468.0 萬 | 1.63% | +76,736 | 新進 |
| ExodusPoint Capital Management, LP | 80,591 | $491.5 萬 | 0.06% | +10,803+15.5% | 加碼 |
| TCWP LLC | 83,654 | $510.2 萬 | 0.97% | +83,654 | 新進 |
| We Are One Seven, LLC | 83,879 | $511.6 萬 | 0.32% | +83,879 | 新進 |
| AXA S.A. | 83,900 | $511.7 萬 | 0.02% | −2,600−3.0% | 減碼 |
| Great Lakes Advisors, LLC | 84,118 | $513.0 萬 | 0.05% | +84,118 | 新進 |
| Two Sigma Advisers, LP | 86,600 | $528.2 萬 | 0.01% | −2,500−2.8% | 減碼 |
| Norges Bank | 87,721 | $535.0 萬 | 0.00% | −18,780−17.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 89,500 | $545.1 萬 | 0.57% | 00.0% | 不變 |
| Foundry Partners, LLC | 92,222 | $562.5 萬 | 0.35% | +4,832+5.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 93,625 | $571.0 萬 | 0.09% | +21,137+29.2% | 加碼 |
| Public Sector Pension Investment Board | 102,638 | $626.0 萬 | 0.05% | −1,844−1.8% | 減碼 |
| Wedge Capital Management L L P | 108,171 | $659.7 萬 | 0.11% | +108,171 | 新進 |
| Hillsdale Investment Management Inc. | 109,990 | $670.8 萬 | 0.57% | +700+0.6% | 加碼 |
| State of Alaska, Department of Revenue | 113,390 | $691.5 萬 | 0.08% | −150.0% | 減碼 |
| Envestnet Asset Management Inc | 972,312 | $720.9 萬 | 0.00% | +815,275+519.2% | 加碼 |
| Swiss National Bank | 124,000 | $756.3 萬 | 0.01% | −15,600−11.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 132,681 | $809.2 萬 | 0.03% | +11,320+9.3% | 加碼 |
| Mesirow Institutional Investment Management, Inc. | 137,170 | $836.6 萬 | 0.91% | +137,170 | 新進 |
| Voloridge Investment Management, LLC | 137,939 | $841.3 萬 | 0.04% | −26,734−16.2% | 減碼 |