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 2 季 13F 持有人
Sanmina Corp 在 2024/6/30 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
- 285
- 較 2024 年第 1 季 −27 家
- 持有股數
- 5,266 萬
- 較 2024 年第 1 季 +35.7 萬 (+0.7%)
- 總市值
- $34.9 億
- 較 2024 年第 1 季 +$2.37 億 (+7.3%)
- 新進機構
- 33
- 另有 106 家加碼
- 清倉機構
- 60
- 另有 108 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,680,085 | $6.41 億 | 0.01% | −481,199−4.7% | 減碼 |
| Vanguard Group Inc | 7,269,890 | $4.82 億 | 0.01% | +115,250+1.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,339,605 | $2.87 億 | 0.08% | −120,256−2.7% | 減碼 |
| State Street Corp | 2,359,519 | $1.56 億 | 0.01% | +68,810+3.0% | 加碼 |
| LSV Asset Management | 1,804,680 | $1.20 億 | 0.26% | −39,758−2.2% | 減碼 |
| FMR LLC | 1,633,358 | $1.08 億 | 0.01% | +1,020,050+166.3% | 加碼 |
| Geode Capital Management, LLC | 1,479,506 | $9,803 萬 | 0.01% | +84,413+6.1% | 加碼 |
| Franklin Resources Inc | 1,240,203 | $8,216 萬 | 0.03% | +999,521+415.3% | 加碼 |
| Morgan Stanley | 1,200,926 | $7,956 萬 | 0.01% | −111,932−8.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,191,559 | $7,894 萬 | 0.34% | +33,971+2.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,168,289 | $7,740 萬 | 0.11% | +86,492+8.0% | 加碼 |
| Bank of America Corp | 1,145,056 | $7,586 萬 | 0.01% | +80,117+7.5% | 加碼 |
| Earnest Partners LLC | 1,121,634 | $7,431 萬 | 0.35% | −10,836−1.0% | 減碼 |
| Frontier Capital Management Co LLC | 943,251 | $6,249 萬 | 0.62% | +88,934+10.4% | 加碼 |
| American Century Companies Inc | 875,132 | $5,798 萬 | 0.04% | +107,474+14.0% | 加碼 |
| Global Alpha Capital Management Ltd. | 772,791 | $5,120 萬 | 3.73% | +25,600+3.4% | 加碼 |
| Northern Trust Corp | 756,481 | $5,012 萬 | 0.01% | −2,787−0.4% | 減碼 |
| Goldman Sachs Group Inc | 755,793 | $5,007 萬 | 0.01% | +555,915+278.1% | 加碼 |
| Nuveen Asset Management, LLC | 697,878 | $4,623 萬 | 0.01% | +37,066+5.6% | 加碼 |
| Norges Bank | 659,551 | $4,370 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 612,097 | $4,055 萬 | 0.01% | +8,588+1.4% | 加碼 |
| Bank of New York Mellon Corp | 578,458 | $3,832 萬 | 0.01% | +59,849+11.5% | 加碼 |
| Allianz Asset Management GmbH | 526,252 | $3,486 萬 | 0.06% | +156,954+42.5% | 加碼 |
| Assenagon Asset Management S.A. | 490,000 | $3,246 萬 | 0.08% | −153,251−23.8% | 減碼 |
| Invesco Ltd. | 462,984 | $3,067 萬 | 0.01% | −111,494−19.4% | 減碼 |
| Victory Capital Management Inc | 403,403 | $2,673 萬 | 0.03% | −24,871−5.8% | 減碼 |
| Panagora Asset Management Inc | 354,588 | $2,349 萬 | 0.12% | +27,268+8.3% | 加碼 |
| New York State Common Retirement Fund | 352,162 | $2,333 萬 | 0.03% | −4,432−1.2% | 減碼 |
| Wells Fargo & Company | 300,451 | $1,990 萬 | 0.01% | −6,364−2.1% | 減碼 |
| Principal Financial Group Inc | 294,752 | $1,953 萬 | 0.01% | −12,536−4.1% | 減碼 |
| Royce & Associates LP | 294,192 | $1,949 萬 | 0.18% | +42,109+16.7% | 加碼 |
| Millennium Management LLC | 266,042 | $1,763 萬 | 0.01% | −117,277−30.6% | 減碼 |
| Empower Advisory Group, LLC | 259,685 | $1,720 萬 | 0.06% | −3,107−1.2% | 減碼 |
| SEI Investments Co | 236,470 | $1,567 萬 | 0.02% | +7,035+3.1% | 加碼 |
| Envestnet Asset Management Inc | 199,022 | $1,319 萬 | 0.00% | +4,821+2.5% | 加碼 |
| First Eagle Investment Management, LLC | 188,672 | $1,250 萬 | 0.03% | +2,130+1.1% | 加碼 |
| Ameriprise Financial Inc | 188,370 | $1,248 萬 | 0.00% | −11,949−6.0% | 減碼 |
| Rhumbline Advisers | 181,659 | $1,203 萬 | 0.01% | −2,319−1.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 180,676 | $1,197 萬 | 0.04% | −29,280−13.9% | 減碼 |
| Legal & General Group Plc | 159,720 | $1,058 萬 | 0.00% | −1,174−0.7% | 減碼 |
| JPMorgan Chase & Co | 143,253 | $949.1 萬 | 0.00% | −8,524−5.6% | 減碼 |
| Jane Street Group, LLC | 138,692 | $918.8 萬 | 0.01% | +76,143+121.7% | 加碼 |
| Alliancebernstein L.P. | 136,705 | $905.7 萬 | 0.00% | +3,599+2.7% | 加碼 |
| Foundry Partners, LLC | 131,552 | $871.5 萬 | 0.47% | +6,646+5.3% | 加碼 |
| Public Sector Pension Investment Board | 121,996 | $808.2 萬 | 0.05% | +7,670+6.7% | 加碼 |
| Janus Henderson Group PLC | 119,519 | $791.8 萬 | 0.00% | −15,288−11.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 119,262 | $790.1 萬 | 0.01% | +43,741+57.9% | 加碼 |
| Prudential Financial Inc | 116,305 | $770.5 萬 | 0.01% | +8,336+7.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 111,579 | $739.2 萬 | 0.03% | +10,473+10.4% | 加碼 |
| Swiss National Bank | 109,700 | $726.8 萬 | 0.00% | −2,500−2.2% | 減碼 |
| UBS Asset Management Americas Inc | 106,909 | $708.3 萬 | 0.00% | +50,825+90.6% | 加碼 |
| State of Alaska, Department of Revenue | 105,972 | $701.9 萬 | 0.08% | −1,420−1.3% | 減碼 |
| AQR Capital Management LLC | 102,468 | $678.9 萬 | 0.01% | +7,034+7.4% | 加碼 |
| UBS Group AG | 95,710 | $634.1 萬 | 0.00% | −45,402−32.2% | 減碼 |
| Citadel Advisors LLC | 91,423 | $605.7 萬 | 0.01% | −50,930−35.8% | 減碼 |
| First Trust Advisors LP | 86,902 | $575.7 萬 | 0.01% | −32,979−27.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 85,813 | $568.5 萬 | 0.10% | +85,813 | 新進 |
| Assetmark, Inc | 74,832 | $495.8 萬 | 0.02% | +5,377+7.7% | 加碼 |
| Nicola Wealth Management Ltd. | 54,100 | $490.4 萬 | 0.44% | 00.0% | 不變 |
| Wedge Capital Management L L P | 69,865 | $462.9 萬 | 0.08% | −14,991−17.7% | 減碼 |
| AXA S.A. | 69,053 | $457.5 萬 | 0.01% | −11,247−14.0% | 減碼 |
| Great Lakes Advisors, LLC | 68,741 | $455.4 萬 | 0.04% | −4,635−6.3% | 減碼 |
| TD Asset Management Inc | 67,500 | $447.2 萬 | 0.00% | +6,500+10.7% | 加碼 |
| Comerica Bank | 62,579 | $414.6 萬 | 0.02% | −9,873−13.6% | 減碼 |
| Teacher Retirement System of Texas | 58,825 | $389.7 萬 | 0.02% | +91+0.2% | 加碼 |
| Bridgewater Associates, LP | 58,593 | $388.2 萬 | 0.02% | −95,547−62.0% | 減碼 |
| PDT Partners, LLC | 58,479 | $387.4 萬 | 0.37% | −10.0% | 減碼 |
| Great West Life Assurance Co | 58,166 | $385.3 萬 | 0.01% | +7,737+15.3% | 加碼 |
| California State Teachers Retirement System | 55,288 | $366.3 萬 | 0.00% | −2,317−4.0% | 減碼 |
| Weiss Asset Management LP | 55,184 | $365.6 萬 | 0.18% | +55,184 | 新進 |
| BNP Paribas Arbitrage, SA | 54,765 | $362.8 萬 | 0.00% | −36,741−40.2% | 減碼 |
| Martingale Asset Management L P | 53,713 | $355.8 萬 | 0.08% | +26,621+98.3% | 加碼 |
| Macquarie Group Ltd | 53,000 | $351.1 萬 | 0.00% | 00.0% | 不變 |
| Empowered Funds, LLC | 51,630 | $342.0 萬 | 0.06% | −224−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 46,908 | $310.8 萬 | 0.03% | −14,052−23.1% | 減碼 |
| Thrivent Financial for Lutherans | 46,035 | $305.0 萬 | 0.01% | −2,352−4.9% | 減碼 |
| Hillsdale Investment Management Inc. | 46,000 | $304.8 萬 | 0.24% | −4,000−8.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 45,500 | $301.4 萬 | 0.01% | −6,500−12.5% | 減碼 |
| Citigroup Inc | 44,910 | $297.5 萬 | 0.00% | +3,052+7.3% | 加碼 |
| Massachusetts Financial Services Co | 43,913 | $290.9 萬 | 0.00% | +1,474+3.5% | 加碼 |
| Price T Rowe Associates Inc | 40,667 | $269.5 萬 | 0.00% | +1,547+4.0% | 加碼 |
| Raymond James & Associates | 39,508 | $261.7 萬 | 0.00% | −144−0.4% | 減碼 |
| Shellback Capital, LP | 38,086 | $252.3 萬 | 0.19% | −60,000−61.2% | 減碼 |
| Algert Global LLC | 37,789 | $250.4 萬 | 0.08% | −61,742−62.0% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $249.7 萬 | 0.03% | 00.0% | 不變 |
| New York State Teachers Retirement System | 34,790 | $230.5 萬 | 0.00% | −700−2.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 34,692 | $229.8 萬 | 0.03% | +10,000+40.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 31,948 | $211.7 萬 | 0.00% | +583+1.9% | 加碼 |
| Corebridge Financial, Inc. | 31,830 | $210.9 萬 | 0.01% | +31,830 | 新進 |
| MetLife Investment Management | 31,626 | $209.5 萬 | 0.01% | +3,300+11.7% | 加碼 |
| Illinois Municipal Retirement Fund | 30,783 | $203.9 萬 | 0.03% | −466−1.5% | 減碼 |
| Two Sigma Advisers, LP | 30,300 | $200.7 萬 | 0.00% | −88,000−74.4% | 減碼 |
| Avantax Advisory Services, Inc. | 29,463 | $195.2 萬 | 0.01% | +29,463 | 新進 |
| Keeley-Teton Advisors, LLC | 28,649 | $189.8 萬 | 0.24% | +6,269+28.0% | 加碼 |
| Glenmede Trust Co NA | 28,606 | $189.5 萬 | 0.01% | −70.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 28,340 | $187.8 萬 | 0.01% | +3,600+14.6% | 加碼 |
| Louisiana State Employees Retirement System | 27,900 | $184.8 萬 | 0.04% | +300+1.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,821 | $184.3 萬 | 0.01% | −17,477−38.6% | 減碼 |
| Jennison Associates LLC | 27,677 | $183.4 萬 | 0.00% | −5,451−16.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $183.2 萬 | 0.00% | +27,659 | 新進 |