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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 6,073 | $33.0 萬 | 0.00% | +1,457+31.6% | 加碼 |
| Vident Advisory, LLC | 6,161 | $33.4 萬 | 0.01% | +6,161 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 6,162 | $33.4 萬 | 0.00% | +6,162 | 新進 |
| Horizon Investment Services, LLC | 6,569 | $35.7 萬 | 0.21% | −6,337−49.1% | 減碼 |
| Navellier & Associates Inc | 6,599 | $35.8 萬 | 0.06% | +318+5.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,608 | $35.9 萬 | 0.00% | +60+0.9% | 加碼 |
| Evergreen Capital Management LLC | 6,615 | $35.9 萬 | 0.02% | +369+5.9% | 加碼 |
| Pictet Asset Management Holding SA | 6,848 | $37.2 萬 | 0.00% | +6,848 | 新進 |
| Schonfeld Strategic Advisors LLC | 6,852 | $37.2 萬 | 0.00% | −2,526−26.9% | 減碼 |
| Petrus Trust Company, LTA | 6,938 | $37.7 萬 | 0.04% | −4,158−37.5% | 減碼 |
| CSS LLC | 6,981 | $37.9 萬 | 0.03% | +1,500+27.4% | 加碼 |
| First Hawaiian Bank | 7,300 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 7,342 | $39.9 萬 | 0.00% | +6,830+1,334.0% | 加碼 |
| EMC Capital Management | 7,342 | $39.9 萬 | 0.29% | +4,842+193.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,728 | $41.9 萬 | 0.00% | −55,206−87.7% | 減碼 |
| Vestcor Inc | 7,777 | $42.2 萬 | 0.02% | +4,264+121.4% | 加碼 |
| Creative Planning | 7,778 | $42.2 萬 | 0.00% | +1,100+16.5% | 加碼 |
| MML Investors Services, LLC | 7,821 | $42.5 萬 | 0.00% | −1,203−13.3% | 減碼 |
| Saturna Capital CORP | 7,944 | $43.1 萬 | 0.01% | +2,000+33.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,730 | $47.4 萬 | 0.05% | +8,730 | 新進 |
| Guggenheim Capital LLC | 8,738 | $47.4 萬 | 0.00% | +8,738 | 新進 |
| JustInvest LLC | 8,765 | $47.6 萬 | 0.01% | +327+3.9% | 加碼 |
| Truist Financial Corp | 8,819 | $47.9 萬 | 0.00% | −14,278−61.8% | 減碼 |
| Federated Hermes, Inc. | 8,880 | $48.2 萬 | 0.00% | +98+1.1% | 加碼 |
| QRG Capital Management, Inc. | 9,163 | $49.7 萬 | 0.01% | +9,163 | 新進 |
| ProShare Advisors LLC | 9,212 | $50.0 萬 | 0.00% | −260−2.7% | 減碼 |
| Mackenzie Financial Corp | 9,295 | $50.0 萬 | 0.00% | −281−2.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,214 | $50.0 萬 | 0.00% | +636+7.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,344 | $50.7 萬 | 0.05% | +9,344 | 新進 |
| Captrust Financial Advisors | 9,379 | $50.9 萬 | 0.00% | +115+1.2% | 加碼 |
| Legend Financial Advisors, Inc. | 9,530 | $51.7 萬 | 0.44% | +55+0.6% | 加碼 |
| RBF Capital, LLC | 10,000 | $54.3 萬 | 0.04% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 10,030 | $54.4 萬 | 0.01% | −1,368−12.0% | 減碼 |
| Virginia Retirement Systems Et Al | 10,500 | $57.0 萬 | 0.01% | −3,500−25.0% | 減碼 |
| Shell Asset Management Co | 10,593 | $57.5 萬 | 0.02% | −182−1.7% | 減碼 |
| Point72 Middle East FZE | 10,771 | $58.5 萬 | 0.04% | −6,901−39.1% | 減碼 |
| Affinity Investment Advisors, LLC | 10,920 | $59.3 萬 | 0.38% | 00.0% | 不變 |
| SummerHaven Investment Management, LLC | 11,261 | $61.1 萬 | 0.45% | −5,553−33.0% | 減碼 |
| Royal Bank of Canada | 11,680 | $63.4 萬 | 0.00% | +4,985+74.5% | 加碼 |
| Ritholtz Wealth Management | 11,747 | $63.8 萬 | 0.03% | −1,559−11.7% | 減碼 |
| Jefferies Financial Group Inc. | 11,800 | $64.1 萬 | 0.02% | −2,875−19.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,037 | $65.3 萬 | 0.00% | +1,077+9.8% | 加碼 |
| Commonwealth Equity Services, LLC | 12,726 | $69.1 萬 | 0.00% | +648+5.4% | 加碼 |
| Eqis Capital Management, Inc. | 12,750 | $69.2 萬 | 0.08% | −672−5.0% | 減碼 |
| Summit Global Investments | 12,923 | $70.1 萬 | 0.05% | +3,023+30.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $70.6 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 13,095 | $71.1 萬 | 0.00% | +1,004+8.3% | 加碼 |
| Everence Capital Management Inc | 13,090 | $71.1 萬 | 0.06% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 13,269 | $72.0 萬 | 0.00% | −509−3.7% | 減碼 |
| Islay Capital Management, LLC | 13,833 | $75.1 萬 | 0.65% | +268+2.0% | 加碼 |
| Natixis Advisors, L.P. | 13,899 | $75.4 萬 | 0.00% | −120−0.9% | 減碼 |
| Capital Impact Advisors, LLC | 13,920 | $75.6 萬 | 1.26% | 00.0% | 不變 |
| Engineers Gate Manager LP | 14,184 | $77.0 萬 | 0.03% | −1,669−10.5% | 減碼 |
| Yorktown Management & Research Co Inc | 14,500 | $78.7 萬 | 0.89% | +500+3.6% | 加碼 |
| Aquatic Capital Management LLC | 14,700 | $79.8 萬 | 0.03% | +14,600+14,600.0% | 加碼 |
| Tudor Investment Corp Et Al | 14,741 | $80.0 萬 | 0.01% | −73,788−83.3% | 減碼 |
| Diversified Trust Co | 15,052 | $81.7 萬 | 0.03% | +3,985+36.0% | 加碼 |
| Dark Forest Capital Management LP | 15,448 | $83.9 萬 | 0.07% | +778+5.3% | 加碼 |
| Jane Street Group, LLC | 15,557 | $84.4 萬 | 0.00% | −10,188−39.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 15,973 | $86.7 萬 | 0.10% | +1,768+12.4% | 加碼 |
| LPL Financial LLC | 16,024 | $87.0 萬 | 0.00% | +10,955+216.1% | 加碼 |
| Aigen Investment Management, LP | 16,031 | $87.0 萬 | 0.16% | +16,031 | 新進 |
| EULAV Asset Management | 16,059 | $87.2 萬 | 0.03% | 00.0% | 不變 |
| Man Group plc | – | $88.3 萬 | 0.00% | – | 新進 |
| State Board of Administration of Florida Retirement System | 16,462 | $89.4 萬 | 0.00% | +80+0.5% | 加碼 |
| Arizona State Retirement System | 16,562 | $89.9 萬 | 0.01% | +170+1.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,061 | $92.6 萬 | 0.01% | −1,100−6.1% | 減碼 |
| TD Asset Management Inc | 17,300 | $93.9 萬 | 0.00% | +2,900+20.1% | 加碼 |
| Quantbot Technologies LP | 17,303 | $93.9 萬 | 0.06% | +17,303 | 新進 |
| Russell Investments Group, Ltd. | 17,413 | $94.6 萬 | 0.00% | −29,362−62.8% | 減碼 |
| Cornercap Investment Counsel Inc | 17,527 | $95.1 萬 | 0.17% | −89−0.5% | 減碼 |
| Janney Montgomery Scott LLC | 18,442 | $100.1 萬 | 0.00% | −217−1.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $101.8 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 18,988 | $103.1 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 19,900 | $108.0 萬 | 0.04% | +19,900 | 新進 |
| Manatuck Hill Partners, LLC | 20,000 | $108.6 萬 | 0.54% | +20,000 | 新進 |
| Pacifica Partners Inc. | 20,616 | $108.9 萬 | 0.59% | −1,595−7.2% | 減碼 |
| Maryland State Retirement & Pension System | 21,079 | $114.4 萬 | 0.03% | −1,657−7.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 21,360 | $115.9 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 21,500 | $116.7 萬 | 0.01% | +1,100+5.4% | 加碼 |
| IFP Advisors, Inc | 22,258 | $120.8 萬 | 0.05% | −181−0.8% | 減碼 |
| Amalgamated Bank | 22,543 | $122.4 萬 | 0.01% | −969−4.1% | 減碼 |
| Delphi Management Inc | 23,523 | $127.7 萬 | 1.31% | −138−0.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 23,988 | $130.2 萬 | 0.89% | 00.0% | 不變 |
| Waycross Investment Management Co | 24,423 | $132.6 萬 | 1.53% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 25,000 | $135.7 萬 | 0.00% | +25,000 | 新進 |
| Janus Henderson Group PLC | 25,690 | $139.4 萬 | 0.00% | −50.0% | 減碼 |
| Voya Investment Management LLC | 25,864 | $140.4 萬 | 0.00% | +228+0.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $142.3 萬 | 0.00% | 00.0% | 不變 |
| Jennison Associates LLC | 27,382 | $148.6 萬 | 0.00% | +337+1.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 27,422 | $148.8 萬 | 0.02% | −3,169−10.4% | 減碼 |
| Susquehanna International Group, LLP | 27,467 | $149.1 萬 | 0.00% | −14,562−34.6% | 減碼 |
| Advisor Group Holdings, Inc. | 28,127 | $152.7 萬 | 0.00% | +10,074+55.8% | 加碼 |
| Louisiana State Employees Retirement System | 29,100 | $158.0 萬 | 0.04% | −1,500−4.9% | 減碼 |
| Glenmede Trust Co NA | 29,886 | $162.2 萬 | 0.01% | −283−0.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 30,218 | $164.0 萬 | 0.00% | +7,185+31.2% | 加碼 |
| Yousif Capital Management, LLC | 30,248 | $164.2 萬 | 0.02% | −2,497−7.6% | 減碼 |
| MetLife Investment Management | 30,317 | $164.6 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 30,438 | $165.2 萬 | 0.03% | −84−0.3% | 減碼 |
| Franklin Resources Inc | 31,274 | $169.8 萬 | 0.00% | −872−2.7% | 減碼 |