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 3 季 13F 持有人
Sanmina Corp 在 2024/9/30 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
- 312
- 較 2024 年第 2 季 +29 家
- 持有股數
- 5,258 萬
- 較 2024 年第 2 季 +960.5 萬 (+22.3%)
- 總市值
- $36.0 億
- 較 2024 年第 2 季 +$7.50 億 (+26.3%)
- 新進機構
- 51
- 另有 84 家加碼
- 清倉機構
- 22
- 另有 128 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,504,907 | $6.51 億 | 0.01% | +9,504,907 | 新進 |
| Vanguard Group Inc | 7,509,179 | $5.14 億 | 0.01% | +239,289+3.3% | 加碼 |
| Dimensional Fund Advisors LP | 4,129,865 | $2.83 億 | 0.07% | −209,740−4.8% | 減碼 |
| State Street Corp | 2,319,821 | $1.59 億 | 0.01% | −39,698−1.7% | 減碼 |
| FMR LLC | 1,715,767 | $1.17 億 | 0.01% | +82,409+5.0% | 加碼 |
| LSV Asset Management | 1,676,740 | $1.15 億 | 0.25% | −127,940−7.1% | 減碼 |
| Geode Capital Management, LLC | 1,515,128 | $1.04 億 | 0.01% | +35,622+2.4% | 加碼 |
| Morgan Stanley | 1,381,887 | $9,459 萬 | 0.01% | +180,961+15.1% | 加碼 |
| Franklin Resources Inc | 1,319,768 | $8,902 萬 | 0.03% | +79,565+6.4% | 加碼 |
| Earnest Partners LLC | 1,054,674 | $7,219 萬 | 0.31% | −66,960−6.0% | 減碼 |
| Bank of America Corp | 1,020,230 | $6,983 萬 | 0.01% | −124,826−10.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 963,457 | $6,595 萬 | 0.09% | −204,832−17.5% | 減碼 |
| Norges Bank | 947,608 | $6,486 萬 | 0.01% | +288,057+43.7% | 加碼 |
| Global Alpha Capital Management Ltd. | 922,391 | $6,314 萬 | 4.10% | +149,600+19.4% | 加碼 |
| Frontier Capital Management Co LLC | 914,531 | $6,260 萬 | 0.59% | −28,720−3.0% | 減碼 |
| American Century Companies Inc | 862,247 | $5,902 萬 | 0.03% | −12,885−1.5% | 減碼 |
| Invesco Ltd. | 739,759 | $5,064 萬 | 0.01% | +276,775+59.8% | 加碼 |
| Northern Trust Corp | 739,552 | $5,062 萬 | 0.01% | −16,929−2.2% | 減碼 |
| Nuveen Asset Management, LLC | 694,847 | $4,756 萬 | 0.01% | −3,031−0.4% | 減碼 |
| Goldman Sachs Group Inc | 694,556 | $4,754 萬 | 0.01% | −61,237−8.1% | 減碼 |
| Charles Schwab Investment Management Inc | 606,737 | $4,153 萬 | 0.01% | −5,360−0.9% | 減碼 |
| Allianz Asset Management GmbH | 583,349 | $3,993 萬 | 0.06% | +57,097+10.8% | 加碼 |
| Bank of New York Mellon Corp | 528,747 | $3,619 萬 | 0.01% | −49,711−8.6% | 減碼 |
| JPMorgan Chase & Co | 509,906 | $3,490 萬 | 0.00% | +366,653+255.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 490,985 | $3,361 萬 | 0.13% | −700,574−58.8% | 減碼 |
| Victory Capital Management Inc | 406,994 | $2,786 萬 | 0.03% | +3,591+0.9% | 加碼 |
| Royce & Associates LP | 402,098 | $2,752 萬 | 0.25% | +107,906+36.7% | 加碼 |
| Weiss Asset Management LP | 381,158 | $2,609 萬 | 0.66% | +325,974+590.7% | 加碼 |
| William Blair Investment Management, LLC | 379,962 | $2,601 萬 | 0.06% | +379,962 | 新進 |
| Panagora Asset Management Inc | 369,922 | $2,532 萬 | 0.12% | +15,334+4.3% | 加碼 |
| New York State Common Retirement Fund | 357,105 | $2,444 萬 | 0.03% | +4,943+1.4% | 加碼 |
| Millennium Management LLC | 293,548 | $2,009 萬 | 0.02% | +27,506+10.3% | 加碼 |
| Principal Financial Group Inc | 275,304 | $1,884 萬 | 0.01% | −19,448−6.6% | 減碼 |
| Wells Fargo & Company | 263,581 | $1,804 萬 | 0.00% | −36,870−12.3% | 減碼 |
| Empower Advisory Group, LLC | 262,252 | $1,795 萬 | 0.06% | +2,567+1.0% | 加碼 |
| SEI Investments Co | 228,848 | $1,566 萬 | 0.02% | −7,622−3.2% | 減碼 |
| First Eagle Investment Management, LLC | 213,772 | $1,463 萬 | 0.03% | +25,100+13.3% | 加碼 |
| Ameriprise Financial Inc | 180,271 | $1,234 萬 | 0.00% | −8,099−4.3% | 減碼 |
| Rhumbline Advisers | 172,846 | $1,183 萬 | 0.01% | −8,813−4.9% | 減碼 |
| Envestnet Asset Management Inc | 170,902 | $1,170 萬 | 0.00% | −28,120−14.1% | 減碼 |
| Legal & General Group Plc | 156,819 | $1,073 萬 | 0.00% | −2,901−1.8% | 減碼 |
| Assenagon Asset Management S.A. | 140,639 | $962.7 萬 | 0.02% | −349,361−71.3% | 減碼 |
| Alliancebernstein L.P. | 135,050 | $924.4 萬 | 0.00% | −1,655−1.2% | 減碼 |
| Janus Henderson Group PLC | 119,424 | $817.5 萬 | 0.00% | −95−0.1% | 減碼 |
| Public Sector Pension Investment Board | 115,896 | $793.3 萬 | 0.04% | −6,100−5.0% | 減碼 |
| Prudential Financial Inc | 111,133 | $760.7 萬 | 0.01% | −5,172−4.4% | 減碼 |
| Price T Rowe Associates Inc | 109,781 | $751.6 萬 | 0.00% | +69,114+170.0% | 加碼 |
| Swiss National Bank | 108,300 | $741.3 萬 | 0.00% | −1,400−1.3% | 減碼 |
| State of Alaska, Department of Revenue | 104,599 | $715.9 萬 | 0.08% | −1,373−1.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 97,285 | $665.9 萬 | 0.01% | −21,977−18.4% | 減碼 |
| UBS Asset Management Americas Inc | 94,227 | $645.0 萬 | 0.00% | −12,682−11.9% | 減碼 |
| Teacher Retirement System of Texas | 94,150 | $644.5 萬 | 0.03% | +35,325+60.1% | 加碼 |
| Barclays PLC | 92,863 | $635.6 萬 | 0.00% | +69,431+296.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 88,221 | $603.9 萬 | 0.02% | −92,455−51.2% | 減碼 |
| Jane Street Group, LLC | 83,097 | $568.8 萬 | 0.01% | −55,595−40.1% | 減碼 |
| Nicola Wealth Management Ltd. | 61,100 | $565.5 萬 | 0.45% | +7,000+12.9% | 加碼 |
| Assetmark, Inc | 82,442 | $564.3 萬 | 0.02% | +7,610+10.2% | 加碼 |
| AQR Capital Management LLC | 80,472 | $550.8 萬 | 0.01% | −21,996−21.5% | 減碼 |
| Phocas Financial Corp. | 78,013 | $534.0 萬 | 0.77% | +78,013 | 新進 |
| Citigroup Inc | 73,938 | $506.1 萬 | 0.00% | +29,028+64.6% | 加碼 |
| Great Lakes Advisors, LLC | 72,612 | $497.0 萬 | 0.04% | +3,871+5.6% | 加碼 |
| First Trust Advisors LP | 70,312 | $481.3 萬 | 0.00% | −16,590−19.1% | 減碼 |
| AXA S.A. | 68,595 | $469.5 萬 | 0.01% | −458−0.7% | 減碼 |
| UBS Group AG | 68,340 | $467.8 萬 | 0.00% | −27,370−28.6% | 減碼 |
| TD Asset Management Inc | 63,000 | $433.9 萬 | 0.00% | −4,500−6.7% | 減碼 |
| Comerica Bank | 60,779 | $416.0 萬 | 0.02% | −1,800−2.9% | 減碼 |
| Martingale Asset Management L P | 59,384 | $406.5 萬 | 0.09% | +5,671+10.6% | 加碼 |
| Bridgewater Associates, LP | 58,146 | $398.0 萬 | 0.02% | −447−0.8% | 減碼 |
| Wedge Capital Management L L P | 56,662 | $387.9 萬 | 0.07% | −13,203−18.9% | 減碼 |
| Great West Life Assurance Co | 54,769 | $374.9 萬 | 0.01% | −3,397−5.8% | 減碼 |
| California State Teachers Retirement System | 53,290 | $364.8 萬 | 0.00% | −1,998−3.6% | 減碼 |
| Macquarie Group Ltd | 53,000 | $362.8 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 49,141 | $336.4 萬 | 0.00% | −42,282−46.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 45,500 | $311.4 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 42,914 | $293.7 萬 | 0.01% | −3,121−6.8% | 減碼 |
| Massachusetts Financial Services Co | 42,875 | $293.5 萬 | 0.00% | −1,038−2.4% | 減碼 |
| Hillsdale Investment Management Inc. | 42,200 | $288.9 萬 | 0.22% | −3,800−8.3% | 減碼 |
| Empowered Funds, LLC | 41,633 | $285.0 萬 | 0.04% | −9,997−19.4% | 減碼 |
| Tudor Investment Corp Et Al | 40,076 | $274.3 萬 | 0.03% | −6,832−14.6% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $258.0 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 34,644 | $237.1 萬 | 0.03% | −48−0.1% | 減碼 |
| New York State Teachers Retirement System | 33,800 | $231.4 萬 | 0.00% | −990−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 33,340 | $228.0 萬 | 0.01% | +5,000+17.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 32,492 | $222.4 萬 | 0.24% | +32,492 | 新進 |
| Raymond James & Associates | 31,606 | $216.3 萬 | 0.00% | −7,902−20.0% | 減碼 |
| Deutsche Bank AG | 31,437 | $215.2 萬 | 0.00% | +7,056+28.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 31,348 | $214.6 萬 | 0.00% | −600−1.9% | 減碼 |
| Corebridge Financial, Inc. | 30,869 | $211.3 萬 | 0.01% | −961−3.0% | 減碼 |
| MetLife Investment Management | 30,484 | $208.7 萬 | 0.01% | −1,142−3.6% | 減碼 |
| Illinois Municipal Retirement Fund | 30,481 | $208.6 萬 | 0.03% | −302−1.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,428 | $201.4 萬 | 0.00% | +1,769+6.4% | 加碼 |
| Keeley-Teton Advisors, LLC | 28,649 | $196.1 萬 | 0.22% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 28,598 | $195.8 萬 | 0.01% | +777+2.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 28,433 | $194.6 萬 | 0.00% | −26,332−48.1% | 減碼 |
| Canada Pension Plan Investment Board | 27,600 | $188.9 萬 | 0.00% | +27,600 | 新進 |
| Glenmede Trust Co NA | 27,177 | $186.0 萬 | 0.01% | −1,429−5.0% | 減碼 |
| Jennison Associates LLC | 26,897 | $184.1 萬 | 0.00% | −780−2.8% | 減碼 |
| Intech Investment Management LLC | 26,405 | $180.7 萬 | 0.02% | +6,739+34.3% | 加碼 |
| Louisiana State Employees Retirement System | 26,400 | $180.7 萬 | 0.03% | −1,500−5.4% | 減碼 |
| Squarepoint Ops LLC | 25,349 | $173.5 萬 | 0.01% | +25,349 | 新進 |