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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 3,235 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| Tiaa Trust, National Association | 3,405 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 3,470 | $23.7 萬 | 0.00% | −507−12.7% | 減碼 |
| Quadrant Capital Group LLC | 3,478 | $23.8 萬 | 0.02% | +37+1.1% | 加碼 |
| Lido Advisors, LLC | 3,482 | $23.8 萬 | 0.00% | −1,080−23.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,556 | $24.3 萬 | 0.00% | −15−0.4% | 減碼 |
| Veriti Management LLC | 3,578 | $24.5 萬 | 0.01% | −22−0.6% | 減碼 |
| Quantinno Capital Management LP | 3,649 | $25.0 萬 | 0.00% | +362+11.0% | 加碼 |
| Scientech Research LLC | 3,732 | $25.5 萬 | 0.05% | +3,732 | 新進 |
| Headlands Technologies LLC | 3,781 | $25.9 萬 | 0.03% | +3,781 | 新進 |
| Centiva Capital, LP | 3,833 | $26.2 萬 | 0.01% | −1,343−25.9% | 減碼 |
| Jefferies Financial Group Inc. | 3,849 | $26.3 萬 | 0.00% | +3,849 | 新進 |
| Park Avenue Securities LLC | 3,879 | $26.6 萬 | 0.00% | −724−15.7% | 減碼 |
| Toroso Investments, LLC | 3,887 | $26.6 萬 | 0.00% | +3,887 | 新進 |
| Crossmark Global Holdings, Inc. | 3,927 | $26.8 萬 | 0.00% | −162−4.0% | 減碼 |
| CIBC World Markets Inc. | 3,960 | $27.1 萬 | 0.00% | −507−11.3% | 減碼 |
| Navellier & Associates Inc | 4,084 | $28.0 萬 | 0.04% | −1,260−23.6% | 減碼 |
| Mackenzie Financial Corp | 4,104 | $28.1 萬 | 0.00% | −258−5.9% | 減碼 |
| TFG Advisers LLC | 4,179 | $28.6 萬 | 0.10% | +203+5.1% | 加碼 |
| Xponance, Inc. | 4,221 | $28.9 萬 | 0.00% | −633−13.0% | 減碼 |
| SG Americas Securities, LLC | 4,241 | $29.0 萬 | 0.00% | −6,920−62.0% | 減碼 |
| Diametric Capital, LP | 4,318 | $29.6 萬 | 0.15% | +4,318 | 新進 |
| RSM US Wealth Management LLC | 4,444 | $29.7 萬 | 0.00% | +1,208+37.3% | 加碼 |
| Mariner, LLC | 4,358 | $29.8 萬 | 0.00% | +6+0.1% | 加碼 |
| Cerity Partners LLC | 4,363 | $29.9 萬 | 0.00% | +4,363 | 新進 |
| Caxton Associates LP | 4,385 | $30.0 萬 | 0.01% | −17,891−80.3% | 減碼 |
| Mercer Global Advisors Inc | 4,527 | $30.3 萬 | 0.00% | +270+6.3% | 加碼 |
| State of Wyoming | 4,496 | $30.8 萬 | 0.04% | +4,496 | 新進 |
| Virtu Financial LLC | 4,537 | $31.1 萬 | 0.02% | +4,537 | 新進 |
| State of Wisconsin Investment Board | 4,641 | $31.8 萬 | 0.00% | −10,355−69.1% | 減碼 |
| Boothbay Fund Management, LLC | 4,668 | $32.0 萬 | 0.01% | +4,668 | 新進 |
| Sanctuary Advisors, LLC | 4,049 | $32.2 萬 | 0.00% | −18,883−82.3% | 減碼 |
| Atomi Financial Group, Inc. | 4,788 | $32.8 萬 | 0.02% | +226+5.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,836 | $33.1 萬 | 0.00% | +192+4.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $33.4 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 4,931 | $33.8 萬 | 0.01% | +4,931 | 新進 |
| Marathon Capital Management | 5,000 | $34.2 萬 | 0.08% | 00.0% | 不變 |
| Engineers Gate Manager LP | 5,009 | $34.3 萬 | 0.01% | −10,946−68.6% | 減碼 |
| Isthmus Partners, LLC | 5,134 | $35.1 萬 | 0.04% | +5,134 | 新進 |
| CIBC Asset Management Inc | 5,268 | $36.1 萬 | 0.00% | −116−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 5,316 | $36.4 萬 | 0.00% | −7,936−59.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,357 | $36.7 萬 | 0.00% | −13−0.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,411 | $37.0 萬 | 0.08% | +5,411 | 新進 |
| Ameritas Investment Partners, Inc. | 5,499 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,734 | $39.2 萬 | 0.00% | −1,140−16.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 5,766 | $39.5 萬 | 0.08% | +1,377+31.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,869 | $40.2 萬 | 0.01% | −3,659−38.4% | 減碼 |
| QRG Capital Management, Inc. | 5,888 | $40.3 萬 | 0.00% | +523+9.7% | 加碼 |
| Bank of Montreal | 5,892 | $40.6 萬 | 0.00% | −670−10.2% | 減碼 |
| Kendall Capital Management | 6,085 | $41.7 萬 | 0.13% | 00.0% | 不變 |
| Verition Fund Management LLC | 6,205 | $42.5 萬 | 0.00% | +6,205 | 新進 |
| Two Sigma Securities, LLC | 6,218 | $42.6 萬 | 0.03% | +6,218 | 新進 |
| PDT Partners, LLC | 6,224 | $42.6 萬 | 0.04% | −52,255−89.4% | 減碼 |
| Evergreen Capital Management LLC | 6,758 | $46.3 萬 | 0.02% | −13−0.2% | 減碼 |
| Eqis Capital Management, Inc. | 6,926 | $47.4 萬 | 0.04% | +662+10.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 6,981 | $47.8 萬 | 0.09% | +6,981 | 新進 |
| Pictet Asset Management Holding SA | 7,000 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 7,441 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 7,451 | $51.0 萬 | 0.12% | +7,451 | 新進 |
| Gotham Asset Management, LLC | 7,510 | $51.4 萬 | 0.01% | +7,510 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,563 | $51.8 萬 | 0.04% | −6,392−45.8% | 減碼 |
| Cornercap Investment Counsel Inc | 7,578 | $51.9 萬 | 0.15% | +7,578 | 新進 |
| Captrust Financial Advisors | 7,689 | $52.6 萬 | 0.00% | +1,268+19.7% | 加碼 |
| Pathstone Holdings, LLC | 7,921 | $54.2 萬 | 0.00% | +11+0.1% | 加碼 |
| Mutual of America Capital Management LLC | 8,220 | $56.3 萬 | 0.01% | −895−9.8% | 減碼 |
| Delphi Management Inc | 8,854 | $60.6 萬 | 0.55% | −1,607−15.4% | 減碼 |
| HSBC Holdings PLC | 9,034 | $61.4 萬 | 0.00% | +357+4.1% | 加碼 |
| Ritholtz Wealth Management | 9,150 | $62.6 萬 | 0.02% | +323+3.7% | 加碼 |
| RBF Capital, LLC | 10,000 | $68.5 萬 | 0.04% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,130 | $69.3 萬 | 0.01% | +6,870+210.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,637 | $72.8 萬 | 0.02% | +3,422+47.4% | 加碼 |
| Stifel Financial Corp | 10,830 | $74.1 萬 | 0.00% | −2,383−18.0% | 減碼 |
| Diamond Hill Capital Management Inc | 11,105 | $76.0 萬 | 0.00% | −1,366−11.0% | 減碼 |
| Commonwealth Equity Services, LLC | 11,225 | $76.8 萬 | 0.00% | +1,000+9.8% | 加碼 |
| Cresset Asset Management, LLC | 11,453 | $78.4 萬 | 0.00% | +738+6.9% | 加碼 |
| SummerHaven Investment Management, LLC | 11,537 | $79.0 萬 | 0.48% | −344−2.9% | 減碼 |
| JustInvest LLC | 11,557 | $79.1 萬 | 0.01% | −96−0.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,681 | $80.0 萬 | 0.01% | −268−2.2% | 減碼 |
| ProShare Advisors LLC | 11,816 | $80.9 萬 | 0.00% | +2,767+30.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,341 | $84.5 萬 | 0.00% | +541+4.6% | 加碼 |
| Edgestream Partners, L.P. | 12,804 | $87.6 萬 | 0.04% | +12,804 | 新進 |
| Oregon Public Employees Retirement Fund | 12,861 | $88.0 萬 | 0.02% | −600−4.5% | 減碼 |
| Everence Capital Management Inc | 13,090 | $89.6 萬 | 0.06% | 00.0% | 不變 |
| LPL Financial LLC | 14,550 | $99.6 萬 | 0.00% | +1,234+9.3% | 加碼 |
| Renaissance Technologies LLC | 14,833 | $101.5 萬 | 0.00% | −10,700−41.9% | 減碼 |
| Natixis Advisors, L.P. | 15,410 | $105.5 萬 | 0.00% | +112+0.7% | 加碼 |
| Qube Research & Technologies Ltd | 15,419 | $105.5 萬 | 0.00% | +15,419 | 新進 |
| Susquehanna International Group, LLP | 15,497 | $106.1 萬 | 0.00% | +8,563+123.5% | 加碼 |
| Arizona State Retirement System | 15,968 | $109.3 萬 | 0.01% | +353+2.3% | 加碼 |
| Amalgamated Bank | 16,018 | $109.6 萬 | 0.01% | −914−5.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,166 | $110.7 萬 | 0.08% | 00.0% | 不變 |
| Winton Group Ltd | 16,267 | $111.3 萬 | 0.08% | −277−1.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,332 | $111.8 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 17,100 | $117.0 萬 | 0.00% | +300+1.8% | 加碼 |
| Maryland State Retirement & Pension System | 18,454 | $126.3 萬 | 0.03% | −881−4.6% | 減碼 |
| Ensign Peak Advisors, Inc | 18,505 | $126.7 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $128.3 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 19,020 | $130.2 萬 | 0.00% | −1,998−9.5% | 減碼 |
| Diversified Trust Co | 19,448 | $133.1 萬 | 0.03% | +674+3.6% | 加碼 |
| Atria Investments LLC | 19,757 | $135.2 萬 | 0.02% | +1,226+6.6% | 加碼 |