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 4 季 13F 持有人
Sanmina Corp 在 2023/12/31 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
- 299
- 較 2023 年第 3 季 −7 家
- 持有股數
- 5,266 萬
- 較 2023 年第 3 季 +5.45 萬 (+0.1%)
- 總市值
- $27.1 億
- 較 2023 年第 3 季 −$1.51 億 (−5.3%)
- 新進機構
- 32
- 另有 102 家加碼
- 清倉機構
- 39
- 另有 127 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 6,033 | $31.0 萬 | 0.01% | −582−8.8% | 減碼 |
| First Hawaiian Bank | 6,130 | $31.5 萬 | 0.01% | −1,170−16.0% | 減碼 |
| CIBC Asset Management Inc | 6,187 | $31.8 萬 | 0.00% | +2,073+50.4% | 加碼 |
| Affinity Investment Advisors, LLC | 6,284 | $32.3 萬 | 0.22% | −4,636−42.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,600 | $33.9 萬 | 0.00% | −8−0.1% | 減碼 |
| Pictet Asset Management Holding SA | 6,848 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 7,094 | $36.4 萬 | 0.00% | −1,725−19.6% | 減碼 |
| Pathstone Holdings, LLC | 7,201 | $37.0 萬 | 0.00% | +7,201 | 新進 |
| Eqis Capital Management, Inc. | 7,312 | $37.6 萬 | 0.03% | −5,438−42.7% | 減碼 |
| HSBC Holdings PLC | 7,331 | $37.7 萬 | 0.00% | −54,358−88.1% | 減碼 |
| EMC Capital Management | 7,342 | $37.7 萬 | 0.25% | 00.0% | 不變 |
| Marathon Capital Management | 7,500 | $38.5 萬 | 0.10% | +7,500 | 新進 |
| ExodusPoint Capital Management, LP | 7,661 | $39.4 萬 | 0.00% | +7,661 | 新進 |
| Schonfeld Strategic Advisors LLC | 7,900 | $40.6 萬 | 0.00% | +1,048+15.3% | 加碼 |
| CSS LLC | 7,981 | $41.0 萬 | 0.03% | +1,000+14.3% | 加碼 |
| Shell Asset Management Co | 8,135 | $41.8 萬 | 0.02% | −2,458−23.2% | 減碼 |
| MML Investors Services, LLC | 8,161 | $41.9 萬 | 0.00% | +340+4.3% | 加碼 |
| Mackenzie Financial Corp | 8,206 | $42.2 萬 | 0.00% | −1,089−11.7% | 減碼 |
| QRG Capital Management, Inc. | 8,390 | $43.1 萬 | 0.01% | −773−8.4% | 減碼 |
| Summit Global Investments | 8,548 | $43.9 萬 | 0.03% | −4,375−33.9% | 減碼 |
| Advisor Group Holdings, Inc. | 8,630 | $44.3 萬 | 0.00% | −19,497−69.3% | 減碼 |
| JustInvest LLC | 8,732 | $44.9 萬 | 0.01% | −33−0.4% | 減碼 |
| Vestcor Inc | 8,848 | $45.5 萬 | 0.02% | +1,071+13.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,411 | $46.4 萬 | 0.00% | +197+2.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,175 | $47.1 萬 | 0.04% | −169−1.8% | 減碼 |
| Federated Hermes, Inc. | 9,246 | $47.5 萬 | 0.00% | +366+4.1% | 加碼 |
| Ritholtz Wealth Management | 9,474 | $48.7 萬 | 0.02% | −2,273−19.3% | 減碼 |
| Creative Planning | 9,483 | $48.7 萬 | 0.00% | +1,705+21.9% | 加碼 |
| FORA Capital, LLC | 9,575 | $49.2 萬 | 0.04% | +5,484+134.1% | 加碼 |
| Delphi Management Inc | 9,610 | $49.4 萬 | 0.45% | −13,913−59.1% | 減碼 |
| Numerai GP LLC | 9,726 | $50.0 萬 | 0.18% | +9,726 | 新進 |
| Caxton Associates LP | 9,936 | $51.0 萬 | 0.03% | +4,801+93.5% | 加碼 |
| RBF Capital, LLC | 10,000 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 10,016 | $51.5 萬 | 0.01% | −14−0.1% | 減碼 |
| Two Sigma Securities, LLC | 10,026 | $51.5 萬 | 0.02% | +10,026 | 新進 |
| DekaBank Deutsche Girozentrale | 10,109 | $52.7 萬 | 0.00% | −41,385−80.4% | 減碼 |
| Seven Eight Capital, LP | 10,510 | $54.0 萬 | 0.06% | +5,131+95.4% | 加碼 |
| Janney Montgomery Scott LLC | 10,778 | $55.4 萬 | 0.00% | −7,664−41.6% | 減碼 |
| ProShare Advisors LLC | 11,125 | $57.1 萬 | 0.00% | +1,913+20.8% | 加碼 |
| Fox Run Management, L.L.C. | 11,159 | $57.3 萬 | 0.15% | +11,159 | 新進 |
| SummerHaven Investment Management, LLC | 11,473 | $58.9 萬 | 0.38% | +212+1.9% | 加碼 |
| Petrus Trust Company, LTA | 11,538 | $59.3 萬 | 0.06% | +4,600+66.3% | 加碼 |
| Natixis Advisors, L.P. | 12,233 | $62.8 萬 | 0.00% | −1,666−12.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,349 | $63.4 萬 | 0.00% | −25,910−67.7% | 減碼 |
| Commonwealth Equity Services, LLC | 12,501 | $64.2 萬 | 0.00% | −225−1.8% | 減碼 |
| Massachusetts Financial Services Co | 12,864 | $66.1 萬 | 0.00% | −405−3.1% | 減碼 |
| Everence Capital Management Inc | 13,090 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,202 | $67.8 萬 | 0.00% | +1,165+9.7% | 加碼 |
| Capital Fund Management S.A. | 13,665 | $70.2 萬 | 0.01% | +13,665 | 新進 |
| Capital Impact Advisors, LLC | 13,920 | $71.5 萬 | 0.94% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 13,937 | $71.6 萬 | 0.06% | −2,036−12.7% | 減碼 |
| Stifel Financial Corp | 14,402 | $74.0 萬 | 0.00% | +1,307+10.0% | 加碼 |
| LPL Financial LLC | 15,273 | $78.5 萬 | 0.00% | −751−4.7% | 減碼 |
| Semanteon Capital Management, LP | 15,685 | $80.6 萬 | 0.54% | +15,685 | 新進 |
| Captrust Financial Advisors | 15,718 | $80.7 萬 | 0.00% | +6,339+67.6% | 加碼 |
| Arizona State Retirement System | 15,998 | $82.2 萬 | 0.01% | −564−3.4% | 減碼 |
| Diversified Trust Co | 16,222 | $83.3 萬 | 0.03% | +1,170+7.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,578 | $85.2 萬 | 0.00% | +116+0.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,761 | $86.1 萬 | 0.02% | −300−1.8% | 減碼 |
| Cornercap Investment Counsel Inc | 17,419 | $89.5 萬 | 0.15% | −108−0.6% | 減碼 |
| Dark Forest Capital Management LP | 17,864 | $91.8 萬 | 0.14% | +2,416+15.6% | 加碼 |
| Russell Investments Group, Ltd. | 17,992 | $92.4 萬 | 0.00% | +579+3.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $96.3 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 19,438 | $99.9 萬 | 0.00% | +450+2.4% | 加碼 |
| Pacifica Partners Inc. | 20,616 | $102.6 萬 | 0.50% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 20,775 | $106.7 萬 | 0.01% | −6,647−24.2% | 減碼 |
| Maryland State Retirement & Pension System | 20,799 | $106.8 萬 | 0.02% | −280−1.3% | 減碼 |
| Royal Bank of Canada | 20,943 | $107.6 萬 | 0.00% | +9,263+79.3% | 加碼 |
| STRS Ohio | 21,000 | $107.8 萬 | 0.00% | −500−2.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 21,082 | $108.3 萬 | 0.01% | +17,675+518.8% | 加碼 |
| Aquatic Capital Management LLC | 21,500 | $110.4 萬 | 0.03% | +6,800+46.3% | 加碼 |
| IFP Advisors, Inc | 21,741 | $111.7 萬 | 0.05% | −517−2.3% | 減碼 |
| Amalgamated Bank | 21,752 | $111.7 萬 | 0.01% | −791−3.5% | 減碼 |
| Quadrature Capital Ltd | 21,891 | $112.4 萬 | 0.02% | +21,891 | 新進 |
| Dynamic Technology Lab Private Ltd | 23,456 | $120.5 萬 | 0.13% | +14,726+168.7% | 加碼 |
| Waycross Investment Management Co | 23,857 | $122.6 萬 | 1.35% | −566−2.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 24,740 | $127.1 萬 | 0.01% | +3,380+15.8% | 加碼 |
| Occudo Quantitative Strategies LP | 24,810 | $127.4 萬 | 0.17% | −19,137−43.5% | 減碼 |
| Martingale Asset Management L P | 25,044 | $128.7 萬 | 0.03% | −32,473−56.5% | 減碼 |
| Jennison Associates LLC | 25,208 | $129.5 萬 | 0.00% | −2,174−7.9% | 減碼 |
| Voya Investment Management LLC | 25,290 | $129.9 萬 | 0.00% | −574−2.2% | 減碼 |
| Point72 Middle East FZE | 25,863 | $132.9 萬 | 0.09% | +15,092+140.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $134.6 萬 | 0.00% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 26,361 | $135.4 萬 | 0.17% | −5,423−17.1% | 減碼 |
| Franklin Resources Inc | 26,419 | $135.7 萬 | 0.00% | −4,855−15.5% | 減碼 |
| Susquehanna International Group, LLP | 27,536 | $141.5 萬 | 0.00% | +69+0.3% | 加碼 |
| State of Tennessee, Treasury Department | 28,552 | $146.7 萬 | 0.01% | −7,600−21.0% | 減碼 |
| Teacher Retirement System of Texas | 28,606 | $146.9 萬 | 0.01% | −8,363−22.6% | 減碼 |
| Louisiana State Employees Retirement System | 28,600 | $146.9 萬 | 0.03% | −500−1.7% | 減碼 |
| Citadel Advisors LLC | 29,142 | $149.7 萬 | 0.00% | −37,763−56.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 29,298 | $150.5 萬 | 0.00% | −920−3.0% | 減碼 |
| Walleye Capital LLC | 29,300 | $150.5 萬 | 0.02% | +29,300 | 新進 |
| Glenmede Trust Co NA | 29,834 | $153.3 萬 | 0.01% | −52−0.2% | 減碼 |
| MetLife Investment Management | 29,868 | $153.4 萬 | 0.01% | −449−1.5% | 減碼 |
| Yousif Capital Management, LLC | 30,108 | $154.7 萬 | 0.02% | −140−0.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 30,385 | $156.1 萬 | 0.02% | −53−0.2% | 減碼 |
| American International Group, Inc. | 30,809 | $158.3 萬 | 0.01% | −817−2.6% | 減碼 |
| Jefferies Financial Group Inc. | 33,000 | $169.5 萬 | 0.03% | +21,200+179.7% | 加碼 |
| Aigen Investment Management, LP | 33,081 | $169.9 萬 | 0.30% | +17,050+106.4% | 加碼 |
| Jump Financial, LLC | 33,700 | $173.1 萬 | 0.06% | +13,800+69.3% | 加碼 |