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 3 季 13F 持有人
Sanmina Corp 在 2023/9/30 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
- 310
- 較 2023 年第 2 季 −2 家
- 持有股數
- 5,262 萬
- 較 2023 年第 2 季 −26.4 萬 (−0.5%)
- 總市值
- $28.6 億
- 較 2023 年第 2 季 −$3.29 億 (−10.3%)
- 新進機構
- 36
- 另有 100 家加碼
- 清倉機構
- 38
- 另有 123 家減碼
另有 5 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,521,231 | $5.71 億 | 0.02% | −158,911−1.5% | 減碼 |
| Vanguard Group Inc | 6,977,925 | $3.79 億 | 0.01% | +33,635+0.5% | 加碼 |
| Dimensional Fund Advisors LP | 4,584,059 | $2.49 億 | 0.08% | −60,795−1.3% | 減碼 |
| State Street Corp | 2,192,513 | $1.19 億 | 0.01% | −5,661−0.3% | 減碼 |
| LSV Asset Management | 1,862,788 | $1.01 億 | 0.24% | −82,600−4.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,851,064 | $1.00 億 | 0.58% | −319,029−14.7% | 減碼 |
| Geode Capital Management, LLC | 1,326,763 | $7,202 萬 | 0.01% | +42,692+3.3% | 加碼 |
| Earnest Partners LLC | 1,182,552 | $6,419 萬 | 0.37% | +189,832+19.1% | 加碼 |
| Morgan Stanley | 1,135,829 | $6,165 萬 | 0.01% | +11,175+1.0% | 加碼 |
| Bank of America Corp | 1,122,111 | $6,091 萬 | 0.01% | +35,164+3.2% | 加碼 |
| Nuveen Asset Management, LLC | 875,675 | $4,753 萬 | 0.02% | +11,348+1.3% | 加碼 |
| Northern Trust Corp | 823,622 | $4,471 萬 | 0.01% | −4,131−0.5% | 減碼 |
| American Century Companies Inc | 815,856 | $4,428 萬 | 0.03% | −27,945−3.3% | 減碼 |
| Goldman Sachs Group Inc | 728,472 | $3,954 萬 | 0.01% | −130,161−15.2% | 減碼 |
| Diamond Hill Capital Management Inc | 665,484 | $3,612 萬 | 0.17% | −19,197−2.8% | 減碼 |
| Invesco Ltd. | 575,889 | $3,126 萬 | 0.01% | −20,219−3.4% | 減碼 |
| Charles Schwab Investment Management Inc | 570,137 | $3,095 萬 | 0.01% | +13,491+2.4% | 加碼 |
| Bank of New York Mellon Corp | 554,495 | $3,010 萬 | 0.01% | −39,888−6.7% | 減碼 |
| Victory Capital Management Inc | 536,506 | $2,912 萬 | 0.03% | −18,473−3.3% | 減碼 |
| Global Alpha Capital Management Ltd. | 532,111 | $2,888 萬 | 2.90% | +2000.0% | 加碼 |
| FMR LLC | 489,308 | $2,656 萬 | 0.00% | +407,528+498.3% | 加碼 |
| Assenagon Asset Management S.A. | 486,781 | $2,642 萬 | 0.09% | +98,264+25.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 457,684 | $2,484 萬 | 0.07% | −79,015−14.7% | 減碼 |
| Norges Bank | 404,947 | $2,198 萬 | 0.00% | +54,480+15.5% | 加碼 |
| Millennium Management LLC | 392,439 | $2,130 萬 | 0.02% | +164,336+72.0% | 加碼 |
| New York State Common Retirement Fund | 367,621 | $1,995 萬 | 0.03% | +137,922+60.0% | 加碼 |
| Allianz Asset Management GmbH | 359,766 | $1,953 萬 | 0.04% | −3,019−0.8% | 減碼 |
| Wells Fargo & Company | 331,874 | $1,801 萬 | 0.01% | −36,325−9.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 330,721 | $1,795 萬 | 0.03% | +124,465+60.3% | 加碼 |
| Principal Financial Group Inc | 322,528 | $1,751 萬 | 0.01% | −18,000−5.3% | 減碼 |
| Jupiter Asset Management Ltd | 316,224 | $1,716 萬 | 0.19% | −16,874−5.1% | 減碼 |
| SEI Investments Co | 256,717 | $1,393 萬 | 0.03% | +41,216+19.1% | 加碼 |
| Empower Advisory Group, LLC | 256,186 | $1,391 萬 | 0.06% | +6,852+2.7% | 加碼 |
| Prudential Financial Inc | 229,595 | $1,246 萬 | 0.02% | −9,202−3.9% | 減碼 |
| Panagora Asset Management Inc | 222,287 | $1,207 萬 | 0.07% | +17,022+8.3% | 加碼 |
| Ameriprise Financial Inc | 216,570 | $1,176 萬 | 0.00% | −70,292−24.5% | 減碼 |
| Envestnet Asset Management Inc | 214,852 | $1,166 萬 | 0.01% | +77,889+56.9% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 199,136 | $1,081 萬 | 0.04% | +58,195+41.3% | 加碼 |
| Royce & Associates LP | 196,629 | $1,067 萬 | 0.11% | −7,002−3.4% | 減碼 |
| Rhumbline Advisers | 189,145 | $1,027 萬 | 0.01% | −7,615−3.9% | 減碼 |
| First Eagle Investment Management, LLC | 186,859 | $1,014 萬 | 0.03% | +75,359+67.6% | 加碼 |
| Voloridge Investment Management, LLC | 186,652 | $1,013 萬 | 0.05% | +42,989+29.9% | 加碼 |
| AQR Capital Management LLC | 169,027 | $917.5 萬 | 0.02% | −5,270−3.0% | 減碼 |
| Legal & General Group Plc | 164,149 | $891.0 萬 | 0.00% | −6,562−3.8% | 減碼 |
| Cambria Investment Management, L.P. | 159,855 | $867.7 萬 | 0.70% | +10,367+6.9% | 加碼 |
| Bridgewater Associates, LP | 157,712 | $856.1 萬 | 0.05% | +92,614+142.3% | 加碼 |
| Alliancebernstein L.P. | 149,747 | $812.8 萬 | 0.00% | −710.0% | 減碼 |
| UBS Group AG | 144,394 | $783.8 萬 | 0.00% | +7,469+5.5% | 加碼 |
| Foundry Partners, LLC | 129,851 | $704.8 萬 | 0.44% | +30,948+31.3% | 加碼 |
| Swiss National Bank | 127,800 | $693.7 萬 | 0.01% | +800+0.6% | 加碼 |
| JPMorgan Chase & Co | 127,266 | $690.8 萬 | 0.00% | −34,291−21.2% | 減碼 |
| Great Lakes Advisors, LLC | 115,427 | $626.5 萬 | 0.06% | +21,250+22.6% | 加碼 |
| Algert Global LLC | 114,520 | $621.6 萬 | 0.29% | −32,065−21.9% | 減碼 |
| Renaissance Technologies LLC | 111,833 | $607.0 萬 | 0.01% | −31,700−22.1% | 減碼 |
| State of Alaska, Department of Revenue | 109,045 | $591.8 萬 | 0.07% | −2,767−2.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 108,344 | $588.1 萬 | 0.07% | −15,861−12.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 103,880 | $563.9 萬 | 0.01% | −39,156−27.4% | 減碼 |
| Hillsdale Investment Management Inc. | 88,490 | $480.3 萬 | 0.44% | −9,680−9.9% | 減碼 |
| Deutsche Bank AG | 88,167 | $478.6 萬 | 0.00% | +64,405+271.0% | 加碼 |
| Illinois Municipal Retirement Fund | 85,028 | $461.5 萬 | 0.09% | +34,250+67.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 80,695 | $438.0 萬 | 0.02% | +57,095+241.9% | 加碼 |
| First Trust Advisors LP | 78,772 | $427.6 萬 | 0.01% | +10,058+14.6% | 加碼 |
| AXA S.A. | 78,400 | $425.6 萬 | 0.01% | −1,900−2.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,400 | $420.0 萬 | 0.46% | −3,600−4.4% | 減碼 |
| Wedge Capital Management L L P | 77,367 | $419.9 萬 | 0.08% | −35,991−31.7% | 減碼 |
| HRT Financial LP | 77,106 | $418.5 萬 | 0.04% | +50,959+194.9% | 加碼 |
| Qube Research & Technologies Ltd | 71,294 | $387.0 萬 | 0.01% | +32,998+86.2% | 加碼 |
| Public Sector Pension Investment Board | 70,732 | $383.9 萬 | 0.03% | −32,854−31.7% | 減碼 |
| Citadel Advisors LLC | 66,905 | $363.2 萬 | 0.00% | −148,560−68.9% | 減碼 |
| Great West Life Assurance Co | 66,444 | $360.5 萬 | 0.01% | −3,056−4.4% | 減碼 |
| California State Teachers Retirement System | 65,144 | $353.6 萬 | 0.01% | −6,393−8.9% | 減碼 |
| UBS Asset Management Americas Inc | 64,195 | $348.5 萬 | 0.00% | −5,472−7.9% | 減碼 |
| Thrivent Financial for Lutherans | 63,199 | $343.0 萬 | 0.01% | −3,476−5.2% | 減碼 |
| HSBC Holdings PLC | 61,689 | $337.4 萬 | 0.00% | +9,545+18.3% | 加碼 |
| Comerica Bank | 60,528 | $328.5 萬 | 0.02% | +60,528 | 新進 |
| South Dakota Investment Council | 60,063 | $326.0 萬 | 0.07% | −18,772−23.8% | 減碼 |
| Assetmark, Inc | 59,109 | $320.8 萬 | 0.01% | −1,443−2.4% | 減碼 |
| Martingale Asset Management L P | 57,517 | $312.2 萬 | 0.07% | +200+0.3% | 加碼 |
| Credit Suisse AG | 57,104 | $310.0 萬 | 0.00% | −3,759−6.2% | 減碼 |
| State of Wisconsin Investment Board | 56,229 | $305.2 萬 | 0.01% | −2,326−4.0% | 減碼 |
| Two Sigma Investments, LP | 54,781 | $297.4 萬 | 0.01% | +54,781 | 新進 |
| Macquarie Group Ltd | 53,000 | $287.7 萬 | 0.00% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 39,100 | $286.9 萬 | 0.31% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 51,494 | $283.4 萬 | 0.01% | −37,813−42.3% | 減碼 |
| Edgestream Partners, L.P. | 51,584 | $280.0 萬 | 0.22% | +25,374+96.8% | 加碼 |
| PDT Partners, LLC | 50,923 | $276.4 萬 | 0.35% | +31+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 50,160 | $272.3 萬 | 0.01% | +24,058+92.2% | 加碼 |
| Raymond James & Associates | 49,351 | $267.9 萬 | 0.00% | +345+0.7% | 加碼 |
| Texas Permanent School Fund | 48,603 | $263.8 萬 | 0.03% | −2,781−5.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 45,170 | $245.2 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 45,040 | $244.5 萬 | 0.00% | −14,716−24.6% | 減碼 |
| Citigroup Inc | 44,333 | $240.6 萬 | 0.00% | −37,630−45.9% | 減碼 |
| Occudo Quantitative Strategies LP | 43,947 | $238.5 萬 | 0.31% | +6,807+18.3% | 加碼 |
| Alyeska Investment Group, L.P. | 43,675 | $237.1 萬 | 0.02% | +43,675 | 新進 |
| Balyasny Asset Management LLC | 43,247 | $234.7 萬 | 0.01% | −47,498−52.3% | 減碼 |
| New York State Teachers Retirement System | 42,401 | $230.2 萬 | 0.01% | −1,332−3.0% | 減碼 |
| Clark Capital Management Group, Inc. | 42,122 | $228.6 萬 | 0.02% | −10,828−20.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 40,483 | $219.7 萬 | 0.00% | −238,120−85.5% | 減碼 |
| SG Americas Securities, LLC | 39,750 | $215.8 萬 | 0.03% | +39,750 | 新進 |
| Squarepoint Ops LLC | 39,652 | $215.2 萬 | 0.01% | +34,542+676.0% | 加碼 |