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 2 季 13F 持有人
Sanmina Corp 在 2023/6/30 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
- 317
- 較 2023 年第 1 季 −31 家
- 持有股數
- 5,293 萬
- 較 2023 年第 1 季 −168.3 萬 (−3.1%)
- 總市值
- $31.9 億
- 較 2023 年第 1 季 −$8,912 萬 (−2.7%)
- 新進機構
- 26
- 另有 115 家加碼
- 清倉機構
- 57
- 另有 129 家減碼
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Watershed Asset Management, L.L.C. | 5,153 | $31.1 萬 | 0.38% | +515+11.1% | 加碼 |
| Xponance, Inc. | 5,155 | $31.1 萬 | 0.00% | +1,767+52.2% | 加碼 |
| National Asset Management, Inc. | 5,213 | $31.4 萬 | 0.01% | −60−1.1% | 減碼 |
| Bank of Montreal | 5,366 | $32.6 萬 | 0.00% | −1,783−24.9% | 減碼 |
| Advisor Partners II, LLC | 5,402 | $32.6 萬 | 0.02% | −87−1.6% | 減碼 |
| Lido Advisors, LLC | 5,468 | $33.0 萬 | 0.00% | −2,066−27.4% | 減碼 |
| PEAK6 Investments LLC | 5,472 | $33.0 萬 | 0.03% | +5,472 | 新進 |
| CSS LLC | 5,481 | $33.0 萬 | 0.03% | −4,500−45.1% | 減碼 |
| Saturna Capital CORP | 5,944 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 5,989 | $36.1 萬 | 0.01% | +218+3.8% | 加碼 |
| MAI Capital Management | 6,052 | $36.5 萬 | 0.01% | −3,991−39.7% | 減碼 |
| Evergreen Capital Management LLC | 6,246 | $37.6 萬 | 0.02% | +190+3.1% | 加碼 |
| Navellier & Associates Inc | 6,281 | $37.9 萬 | 0.07% | +264+4.4% | 加碼 |
| Lazard Asset Management LLC | 6,291 | $37.9 萬 | 0.00% | −8,410−57.2% | 減碼 |
| Asset Management One Co.,Ltd. | 6,311 | $38.0 萬 | 0.00% | −7,753−55.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,548 | $39.5 萬 | 0.00% | +667+11.3% | 加碼 |
| BTC Capital Management, Inc. | 6,586 | $39.6 萬 | 0.04% | +6,586 | 新進 |
| Creative Planning | 6,678 | $40.2 萬 | 0.00% | −2,175−24.6% | 減碼 |
| Royal Bank of Canada | 6,695 | $40.4 萬 | 0.00% | +2,512+60.1% | 加碼 |
| New York Life Investment Management LLC | 6,757 | $40.7 萬 | 0.00% | −1,254−15.7% | 減碼 |
| Pictet Asset Management SA | 6,848 | $41.3 萬 | 0.00% | −969−12.4% | 減碼 |
| First Hawaiian Bank | 7,300 | $44.0 萬 | 0.01% | +7,300 | 新進 |
| Marathon Capital Management | 7,500 | $45.2 萬 | 0.11% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,567 | $45.6 萬 | 0.16% | −2,202−22.5% | 減碼 |
| JustInvest LLC | 8,438 | $50.9 萬 | 0.02% | +74+0.9% | 加碼 |
| Moran Wealth Management, LLC | 8,494 | $51.2 萬 | 0.02% | −5,505−39.3% | 減碼 |
| Centiva Capital, LP | 8,523 | $51.4 萬 | 0.03% | +4,116+93.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,578 | $51.7 萬 | 0.00% | −1,629−16.0% | 減碼 |
| Federated Hermes, Inc. | 8,782 | $52.9 萬 | 0.00% | +8,664+7,342.4% | 加碼 |
| MML Investors Services, LLC | 9,024 | $54.4 萬 | 0.00% | −1,662−15.6% | 減碼 |
| Captrust Financial Advisors | 9,264 | $55.8 萬 | 0.00% | −98−1.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 9,378 | $56.5 萬 | 0.00% | −3,266−25.8% | 減碼 |
| ProShare Advisors LLC | 9,472 | $57.1 萬 | 0.00% | +791+9.1% | 加碼 |
| Legend Financial Advisors, Inc. | 9,475 | $57.1 萬 | 0.48% | +10+0.1% | 加碼 |
| Mackenzie Financial Corp | 9,576 | $57.6 萬 | 0.00% | +244+2.6% | 加碼 |
| Versor Investments LP | 9,700 | $58.5 萬 | 0.10% | −5,735−37.2% | 減碼 |
| Summit Global Investments | 9,900 | $59.7 萬 | 0.04% | +1,700+20.7% | 加碼 |
| RBF Capital, LLC | 10,000 | $60.3 萬 | 0.04% | 00.0% | 不變 |
| Shell Asset Management Co | 10,775 | $64.9 萬 | 0.03% | −61−0.6% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 10,915 | $65.8 萬 | 1.68% | +2,800+34.5% | 加碼 |
| Affinity Investment Advisors, LLC | 10,920 | $65.8 萬 | 0.38% | +10,920 | 新進 |
| IFP Advisors, Inc | 22,439 | $65.9 萬 | 0.03% | +159+0.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,960 | $66.1 萬 | 0.00% | +1,668+18.0% | 加碼 |
| Diversified Trust Co | 11,067 | $66.7 萬 | 0.02% | +22+0.2% | 加碼 |
| Petrus Trust Company, LTA | 11,096 | $66.9 萬 | 0.08% | +4,838+77.3% | 加碼 |
| Mutual of America Capital Management LLC | 11,398 | $68.7 萬 | 0.01% | −620−5.2% | 減碼 |
| Everence Capital Management Inc | 13,090 | $69.4 萬 | 0.06% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 12,078 | $72.8 萬 | 0.00% | −15,498−56.2% | 減碼 |
| Stifel Financial Corp | 12,091 | $72.9 萬 | 0.00% | −40,036−76.8% | 減碼 |
| Horizon Investment Services, LLC | 12,906 | $77.8 萬 | 0.48% | −155−1.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $78.4 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 13,306 | $80.2 萬 | 0.04% | −5,227−28.2% | 減碼 |
| Eqis Capital Management, Inc. | 13,422 | $80.9 萬 | 0.09% | −3,489−20.6% | 減碼 |
| Islay Capital Management, LLC | 13,565 | $81.8 萬 | 0.72% | +13,565 | 新進 |
| Massachusetts Financial Services Co | 13,778 | $83.0 萬 | 0.00% | −325−2.3% | 減碼 |
| Capital Impact Advisors, LLC | 13,920 | $83.9 萬 | 0.92% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 14,000 | $84.4 萬 | 0.91% | −19,600−58.3% | 減碼 |
| Virginia Retirement Systems Et Al | 14,000 | $84.4 萬 | 0.01% | +800+6.1% | 加碼 |
| Natixis Advisors, L.P. | 14,019 | $84.5 萬 | 0.00% | −603−4.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 14,205 | $85.6 萬 | 0.15% | +6,101+75.3% | 加碼 |
| TD Asset Management Inc | 14,400 | $86.8 萬 | 0.00% | +2,400+20.0% | 加碼 |
| Dark Forest Capital Management LP | 14,670 | $88.4 萬 | 0.09% | +14,670 | 新進 |
| Jefferies Financial Group Inc. | 14,675 | $88.4 萬 | 0.02% | +14,675 | 新進 |
| Gotham Asset Management, LLC | 14,778 | $89.1 萬 | 0.02% | +2,839+23.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 15,196 | $91.6 萬 | 0.16% | +1,546+11.3% | 加碼 |
| Engineers Gate Manager LP | 15,853 | $95.5 萬 | 0.04% | +4,684+41.9% | 加碼 |
| EULAV Asset Management | 16,059 | $96.8 萬 | 0.04% | +70.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,382 | $98.7 萬 | 0.00% | −3,590−18.0% | 減碼 |
| Arizona State Retirement System | 16,392 | $98.8 萬 | 0.01% | −248−1.5% | 減碼 |
| SummerHaven Investment Management, LLC | 16,814 | $101.3 萬 | 0.64% | −2,267−11.9% | 減碼 |
| Cornercap Investment Counsel Inc | 17,616 | $106.2 萬 | 0.18% | +517+3.0% | 加碼 |
| Point72 Middle East FZE | 17,672 | $106.5 萬 | 0.06% | +7,245+69.5% | 加碼 |
| Advisor Group Holdings, Inc. | 18,053 | $108.8 萬 | 0.00% | −5,138−22.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 18,161 | $109.5 萬 | 0.01% | −600−3.2% | 減碼 |
| Janney Montgomery Scott LLC | 18,659 | $112.5 萬 | 0.00% | −85−0.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $113.0 萬 | 0.01% | +1,015+5.7% | 加碼 |
| Ensign Peak Advisors, Inc | 18,988 | $114.4 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 19,738 | $119.0 萬 | 0.04% | +17,709+872.8% | 加碼 |
| STRS Ohio | 20,400 | $122.9 萬 | 0.01% | +400+2.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 21,360 | $128.7 萬 | 0.01% | 00.0% | 不變 |
| Ergoteles LLC | 21,905 | $132.0 萬 | 0.06% | +11,278+106.1% | 加碼 |
| Pacifica Partners Inc. | 22,211 | $133.6 萬 | 0.76% | −485−2.1% | 減碼 |
| Maryland State Retirement & Pension System | 22,736 | $137.0 萬 | 0.03% | −765−3.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 23,033 | $138.8 萬 | 0.00% | +189+0.8% | 加碼 |
| Truist Financial Corp | 23,097 | $139.2 萬 | 0.00% | −4,116−15.1% | 減碼 |
| Amalgamated Bank | 23,512 | $141.7 萬 | 0.01% | −1,260−5.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 23,600 | $142.2 萬 | 0.01% | +10,115+75.0% | 加碼 |
| Delphi Management Inc | 23,661 | $142.6 萬 | 1.50% | +23,661 | 新進 |
| Deutsche Bank AG | 23,762 | $143.2 萬 | 0.00% | −17,922−43.0% | 減碼 |
| Virtus Investment Advisers, Inc. | 23,988 | $144.6 萬 | 0.98% | 00.0% | 不變 |
| Waycross Investment Management Co | 24,423 | $147.2 萬 | 1.54% | −426−1.7% | 減碼 |
| Voya Investment Management LLC | 25,636 | $154.5 萬 | 0.00% | +808+3.3% | 加碼 |
| Janus Henderson Group PLC | 25,695 | $154.8 萬 | 0.00% | −23−0.1% | 減碼 |
| Jane Street Group, LLC | 25,745 | $155.2 萬 | 0.00% | +15,508+151.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 26,102 | $157.3 萬 | 0.00% | −14,121−35.1% | 減碼 |
| HRT Financial LP | 26,147 | $157.5 萬 | 0.01% | +18,152+227.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $158.0 萬 | 0.00% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 26,210 | $158.0 萬 | 0.14% | +26,210 | 新進 |
| Susquehanna Fundamental Investments, LLC | 26,706 | $161.0 萬 | 0.06% | −9,061−25.3% | 減碼 |
| Jennison Associates LLC | 27,045 | $163.0 萬 | 0.00% | −558−2.0% | 減碼 |