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。
2024 年第 1 季 13F 持有人
Sanmina Corp 在 2024/3/31 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
- 315
- 較 2023 年第 4 季 +17 家
- 持有股數
- 5,246 萬
- 較 2023 年第 4 季 −19.8 萬 (−0.4%)
- 總市值
- $32.6 億
- 較 2023 年第 4 季 +$5.57 億 (+20.6%)
- 新進機構
- 51
- 另有 91 家加碼
- 清倉機構
- 34
- 另有 133 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,161,284 | $6.32 億 | 0.01% | −809,887−7.4% | 減碼 |
| Vanguard Group Inc | 7,154,640 | $4.45 億 | 0.01% | +45,918+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,459,861 | $2.77 億 | 0.08% | −119,092−2.6% | 減碼 |
| State Street Corp | 2,290,709 | $1.42 億 | 0.01% | −12,216−0.5% | 減碼 |
| LSV Asset Management | 1,844,438 | $1.15 億 | 0.24% | −9,574−0.5% | 減碼 |
| Geode Capital Management, LLC | 1,395,093 | $8,676 萬 | 0.01% | +29,088+2.1% | 加碼 |
| Morgan Stanley | 1,312,858 | $8,163 萬 | 0.01% | −137,912−9.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,157,588 | $7,198 萬 | 0.31% | +144,540+14.3% | 加碼 |
| Earnest Partners LLC | 1,132,470 | $7,042 萬 | 0.32% | −12,533−1.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,081,797 | $6,727 萬 | 0.09% | +456,662+73.1% | 加碼 |
| Bank of America Corp | 1,064,939 | $6,622 萬 | 0.01% | +33,673+3.3% | 加碼 |
| Frontier Capital Management Co LLC | 854,317 | $5,312 萬 | 0.50% | +795,002+1,340.3% | 加碼 |
| American Century Companies Inc | 767,658 | $4,773 萬 | 0.03% | +9,399+1.2% | 加碼 |
| Northern Trust Corp | 759,268 | $4,721 萬 | 0.01% | −61,322−7.5% | 減碼 |
| Global Alpha Capital Management Ltd. | 747,191 | $4,646 萬 | 3.45% | +69,300+10.2% | 加碼 |
| Nuveen Asset Management, LLC | 660,812 | $4,109 萬 | 0.01% | −213,863−24.5% | 減碼 |
| Norges Bank | 659,551 | $4,101 萬 | 0.01% | +234,483+55.2% | 加碼 |
| Assenagon Asset Management S.A. | 643,251 | $4,000 萬 | 0.11% | +100,865+18.6% | 加碼 |
| FMR LLC | 613,308 | $3,814 萬 | 0.00% | +147,019+31.5% | 加碼 |
| Charles Schwab Investment Management Inc | 603,509 | $3,753 萬 | 0.01% | +20,252+3.5% | 加碼 |
| Invesco Ltd. | 574,478 | $3,572 萬 | 0.01% | −103,087−15.2% | 減碼 |
| Bank of New York Mellon Corp | 518,609 | $3,225 萬 | 0.01% | −41,357−7.4% | 減碼 |
| Victory Capital Management Inc | 428,274 | $2,663 萬 | 0.03% | −86,320−16.8% | 減碼 |
| Diamond Hill Capital Management Inc | 391,390 | $2,434 萬 | 0.10% | −158,302−28.8% | 減碼 |
| Millennium Management LLC | 383,319 | $2,383 萬 | 0.02% | −123,038−24.3% | 減碼 |
| Allianz Asset Management GmbH | 369,298 | $2,296 萬 | 0.04% | +4,765+1.3% | 加碼 |
| New York State Common Retirement Fund | 356,594 | $2,217 萬 | 0.03% | −10,625−2.9% | 減碼 |
| Panagora Asset Management Inc | 327,320 | $2,035 萬 | 0.11% | +108,170+49.4% | 加碼 |
| Principal Financial Group Inc | 307,288 | $1,911 萬 | 0.01% | −9,592−3.0% | 減碼 |
| Wells Fargo & Company | 306,815 | $1,908 萬 | 0.01% | −1,561−0.5% | 減碼 |
| Empower Advisory Group, LLC | 262,792 | $1,634 萬 | 0.06% | +1,463+0.6% | 加碼 |
| Point72 Asset Management, L.P. | 258,200 | $1,605 萬 | 0.05% | +258,200 | 新進 |
| Royce & Associates LP | 252,083 | $1,567 萬 | 0.14% | +53,633+27.0% | 加碼 |
| Franklin Resources Inc | 240,682 | $1,497 萬 | 0.00% | +214,263+811.0% | 加碼 |
| SEI Investments Co | 229,435 | $1,427 萬 | 0.02% | −13,099−5.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 209,956 | $1,306 萬 | 0.04% | −13,180−5.9% | 減碼 |
| Ameriprise Financial Inc | 200,319 | $1,246 萬 | 0.00% | −10,477−5.0% | 減碼 |
| Goldman Sachs Group Inc | 199,878 | $1,243 萬 | 0.00% | −334,625−62.6% | 減碼 |
| Envestnet Asset Management Inc | 194,201 | $1,208 萬 | 0.00% | −1,413−0.7% | 減碼 |
| Renaissance Technologies LLC | 188,133 | $1,170 萬 | 0.02% | +130,500+226.4% | 加碼 |
| First Eagle Investment Management, LLC | 186,542 | $1,160 萬 | 0.03% | −55,532−22.9% | 減碼 |
| Rhumbline Advisers | 183,978 | $1,144 萬 | 0.01% | −6,791−3.6% | 減碼 |
| Legal & General Group Plc | 160,894 | $1,000 萬 | 0.00% | −1,113−0.7% | 減碼 |
| Qube Research & Technologies Ltd | 155,150 | $964.7 萬 | 0.02% | +8,059+5.5% | 加碼 |
| Bridgewater Associates, LP | 154,140 | $958.4 萬 | 0.05% | −5,404−3.4% | 減碼 |
| JPMorgan Chase & Co | 151,777 | $943.7 萬 | 0.00% | +16,984+12.6% | 加碼 |
| Alyeska Investment Group, L.P. | 148,960 | $926.2 萬 | 0.06% | +148,960 | 新進 |
| Citadel Advisors LLC | 142,353 | $885.2 萬 | 0.01% | +113,211+388.5% | 加碼 |
| UBS Group AG | 141,112 | $877.4 萬 | 0.00% | +17,043+13.7% | 加碼 |
| Janus Henderson Group PLC | 134,807 | $838.1 萬 | 0.00% | +52,995+64.8% | 加碼 |
| Deutsche Bank AG | 134,098 | $833.8 萬 | 0.00% | −143,571−51.7% | 減碼 |
| Alliancebernstein L.P. | 133,106 | $827.7 萬 | 0.00% | −17,442−11.6% | 減碼 |
| Foundry Partners, LLC | 124,906 | $776.7 萬 | 0.41% | −4,302−3.3% | 減碼 |
| First Trust Advisors LP | 119,881 | $745.4 萬 | 0.01% | +37,218+45.0% | 加碼 |
| Two Sigma Advisers, LP | 118,300 | $735.6 萬 | 0.02% | −57,900−32.9% | 減碼 |
| Public Sector Pension Investment Board | 114,326 | $710.9 萬 | 0.05% | −4,430−3.7% | 減碼 |
| Swiss National Bank | 112,200 | $697.7 萬 | 0.00% | −500−0.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 108,115 | $672.3 萬 | 0.08% | +48,143+80.3% | 加碼 |
| Prudential Financial Inc | 107,969 | $671.4 萬 | 0.01% | −814−0.7% | 減碼 |
| State of Alaska, Department of Revenue | 107,392 | $667.6 萬 | 0.08% | −1,229−1.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 101,106 | $628.7 萬 | 0.03% | −7,456−6.9% | 減碼 |
| Algert Global LLC | 99,531 | $618.9 萬 | 0.24% | −12,429−11.1% | 減碼 |
| Shellback Capital, LP | 98,086 | $609.9 萬 | 0.41% | +98,086 | 新進 |
| AQR Capital Management LLC | 95,434 | $593.4 萬 | 0.01% | −31,892−25.0% | 減碼 |
| CWA Asset Management Group, LLC | 91,666 | $570.0 萬 | 0.35% | +11,080+13.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 91,506 | $569.0 萬 | 0.01% | +3,299+3.7% | 加碼 |
| Wedge Capital Management L L P | 84,856 | $527.6 萬 | 0.09% | −30,797−26.6% | 減碼 |
| AXA S.A. | 80,300 | $499.3 萬 | 0.01% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 75,521 | $469.6 萬 | 0.01% | +18,360+32.1% | 加碼 |
| Great Lakes Advisors, LLC | 73,376 | $456.3 萬 | 0.04% | −7,095−8.8% | 減碼 |
| Nicola Wealth Management Ltd. | 54,100 | $455.5 萬 | 0.44% | 00.0% | 不變 |
| Comerica Bank | 72,452 | $450.5 萬 | 0.02% | −5,179−6.7% | 減碼 |
| Invenomic Capital Management LP | 72,178 | $448.8 萬 | 0.24% | −164,806−69.5% | 減碼 |
| Voloridge Investment Management, LLC | 70,162 | $436.3 萬 | 0.02% | −284,983−80.2% | 減碼 |
| Assetmark, Inc | 69,455 | $431.9 萬 | 0.01% | +5,455+8.5% | 加碼 |
| Jane Street Group, LLC | 62,549 | $388.9 萬 | 0.01% | +17,272+38.1% | 加碼 |
| TD Asset Management Inc | 61,000 | $379.3 萬 | 0.00% | +19,500+47.0% | 加碼 |
| Tudor Investment Corp Et Al | 60,960 | $379.0 萬 | 0.05% | +60,960 | 新進 |
| Twinbeech Capital LP | 59,296 | $368.7 萬 | 0.08% | −16,458−21.7% | 減碼 |
| Teacher Retirement System of Texas | 58,734 | $365.2 萬 | 0.02% | +30,128+105.3% | 加碼 |
| PDT Partners, LLC | 58,480 | $363.6 萬 | 0.34% | −110−0.2% | 減碼 |
| Credit Suisse AG | 57,657 | $358.5 萬 | 0.00% | +1,512+2.7% | 加碼 |
| California State Teachers Retirement System | 57,605 | $358.2 萬 | 0.00% | −3,605−5.9% | 減碼 |
| Barclays PLC | 57,046 | $354.7 萬 | 0.00% | −41,682−42.2% | 減碼 |
| UBS Asset Management Americas Inc | 56,084 | $348.7 萬 | 0.00% | −7,890−12.3% | 減碼 |
| Macquarie Group Ltd | 53,000 | $329.6 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,000 | $323.3 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 51,854 | $322.4 萬 | 0.06% | +18,061+53.4% | 加碼 |
| Great West Life Assurance Co | 50,429 | $313.3 萬 | 0.01% | +1,260+2.6% | 加碼 |
| Hillsdale Investment Management Inc. | 50,000 | $310.9 萬 | 0.25% | +450+0.9% | 加碼 |
| Texas Permanent School Fund | 48,815 | $303.5 萬 | 0.02% | −621−1.3% | 減碼 |
| Thrivent Financial for Lutherans | 48,387 | $300.9 萬 | 0.01% | −2,607−5.1% | 減碼 |
| HRT Financial LP | 48,291 | $300.2 萬 | 0.02% | +42,857+788.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,298 | $281.7 萬 | 0.01% | −5,115−10.1% | 減碼 |
| Massachusetts Financial Services Co | 42,439 | $263.9 萬 | 0.00% | +29,575+229.9% | 加碼 |
| Citigroup Inc | 41,858 | $260.3 萬 | 0.00% | −14,687−26.0% | 減碼 |
| Raymond James & Associates | 39,652 | $246.6 萬 | 0.00% | +358+0.9% | 加碼 |
| Price T Rowe Associates Inc | 39,120 | $243.3 萬 | 0.00% | +1,845+4.9% | 加碼 |
| State of Wisconsin Investment Board | 38,319 | $238.3 萬 | 0.01% | +32,492+557.6% | 加碼 |
| Alberta Investment Management Corp | 37,694 | $234.4 萬 | 0.02% | 00.0% | 不變 |