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 4 季 13F 持有人
Sanmina Corp 在 2024/12/31 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
- 313
- 較 2024 年第 3 季 +3 家
- 持有股數
- 5,310 萬
- 較 2024 年第 3 季 +54.4 萬 (+1.0%)
- 總市值
- $40.2 億
- 較 2024 年第 3 季 +$4.23 億 (+11.8%)
- 新進機構
- 38
- 另有 115 家加碼
- 清倉機構
- 35
- 另有 109 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,128,160 | $6.91 億 | 0.01% | −376,747−4.0% | 減碼 |
| Vanguard Group Inc | 7,417,362 | $5.61 億 | 0.01% | −91,817−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,889,232 | $2.94 億 | 0.07% | −240,633−5.8% | 減碼 |
| State Street Corp | 2,320,111 | $1.76 億 | 0.01% | +2900.0% | 加碼 |
| FMR LLC | 1,959,025 | $1.48 億 | 0.01% | +243,258+14.2% | 加碼 |
| Franklin Resources Inc | 1,842,302 | $1.39 億 | 0.04% | +522,534+39.6% | 加碼 |
| LSV Asset Management | 1,642,140 | $1.24 億 | 0.29% | −34,600−2.1% | 減碼 |
| Geode Capital Management, LLC | 1,536,367 | $1.16 億 | 0.01% | +21,239+1.4% | 加碼 |
| Morgan Stanley | 1,278,135 | $9,672 萬 | 0.01% | −103,752−7.5% | 減碼 |
| Earnest Partners LLC | 1,073,818 | $8,126 萬 | 0.36% | +19,144+1.8% | 加碼 |
| Frontier Capital Management Co LLC | 1,005,158 | $7,606 萬 | 0.72% | +90,627+9.9% | 加碼 |
| Bank of America Corp | 975,703 | $7,383 萬 | 0.01% | −44,527−4.4% | 減碼 |
| American Century Companies Inc | 855,680 | $6,475 萬 | 0.04% | −6,567−0.8% | 減碼 |
| Northern Trust Corp | 799,430 | $6,049 萬 | 0.01% | +59,878+8.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 780,728 | $5,908 萬 | 0.06% | −182,729−19.0% | 減碼 |
| Global Alpha Capital Management Ltd. | 751,191 | $5,684 萬 | 4.12% | −171,200−18.6% | 減碼 |
| Invesco Ltd. | 716,384 | $5,421 萬 | 0.01% | −23,375−3.2% | 減碼 |
| Goldman Sachs Group Inc | 694,176 | $5,253 萬 | 0.01% | −380−0.1% | 減碼 |
| JPMorgan Chase & Co | 675,191 | $5,109 萬 | 0.00% | +165,285+32.4% | 加碼 |
| Allianz Asset Management GmbH | 663,923 | $5,024 萬 | 0.07% | +80,574+13.8% | 加碼 |
| Nuveen Asset Management, LLC | 663,246 | $5,019 萬 | 0.01% | −31,601−4.5% | 減碼 |
| Norges Bank | 645,213 | $4,882 萬 | 0.01% | −302,395−31.9% | 減碼 |
| Charles Schwab Investment Management Inc | 610,067 | $4,616 萬 | 0.01% | +3,330+0.5% | 加碼 |
| UBS Group AG | 602,302 | $4,558 萬 | 0.01% | +533,962+781.3% | 加碼 |
| Bank of New York Mellon Corp | 501,267 | $3,793 萬 | 0.01% | −27,480−5.2% | 減碼 |
| Alyeska Investment Group, L.P. | 460,796 | $3,487 萬 | 0.13% | +460,796 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 444,242 | $3,362 萬 | 0.13% | −46,743−9.5% | 減碼 |
| Royce & Associates LP | 414,893 | $3,139 萬 | 0.29% | +12,795+3.2% | 加碼 |
| Millennium Management LLC | 406,862 | $3,079 萬 | 0.03% | +113,314+38.6% | 加碼 |
| William Blair Investment Management, LLC | 388,978 | $2,943 萬 | 0.07% | +9,016+2.4% | 加碼 |
| Victory Capital Management Inc | 377,978 | $2,860 萬 | 0.03% | −29,016−7.1% | 減碼 |
| Panagora Asset Management Inc | 368,710 | $2,790 萬 | 0.13% | −1,212−0.3% | 減碼 |
| New York State Common Retirement Fund | 355,854 | $2,693 萬 | 0.04% | −1,251−0.4% | 減碼 |
| Principal Financial Group Inc | 285,846 | $2,163 萬 | 0.01% | +10,542+3.8% | 加碼 |
| Wells Fargo & Company | 267,725 | $2,026 萬 | 0.00% | +4,144+1.6% | 加碼 |
| Empower Advisory Group, LLC | 267,063 | $2,021 萬 | 0.07% | +4,811+1.8% | 加碼 |
| Assenagon Asset Management S.A. | 264,829 | $2,004 萬 | 0.04% | +124,190+88.3% | 加碼 |
| SEI Investments Co | 222,114 | $1,681 萬 | 0.02% | −6,734−2.9% | 減碼 |
| First Eagle Investment Management, LLC | 200,972 | $1,521 萬 | 0.03% | −12,800−6.0% | 減碼 |
| Envestnet Asset Management Inc | 170,949 | $1,294 萬 | 0.00% | +470.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,851 | $1,293 萬 | 0.03% | +170,851 | 新進 |
| Ameriprise Financial Inc | 170,186 | $1,288 萬 | 0.00% | −10,085−5.6% | 減碼 |
| Rhumbline Advisers | 168,472 | $1,275 萬 | 0.01% | −4,374−2.5% | 減碼 |
| Cambria Investment Management, L.P. | 166,509 | $1,260 萬 | 0.77% | +166,509 | 新進 |
| Legal & General Group Plc | 158,539 | $1,200 萬 | 0.00% | +1,720+1.1% | 加碼 |
| Qube Research & Technologies Ltd | 143,382 | $1,085 萬 | 0.02% | +127,963+829.9% | 加碼 |
| Prudential Financial Inc | 143,033 | $1,082 萬 | 0.01% | +31,900+28.7% | 加碼 |
| Public Sector Pension Investment Board | 136,199 | $1,031 萬 | 0.04% | +20,303+17.5% | 加碼 |
| Alliancebernstein L.P. | 123,888 | $937.5 萬 | 0.00% | −11,162−8.3% | 減碼 |
| UBS Asset Management Americas Inc | 114,226 | $864.3 萬 | 0.00% | +19,999+21.2% | 加碼 |
| Swiss National Bank | 107,500 | $813.5 萬 | 0.01% | −800−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 106,247 | $801.8 萬 | 0.01% | +8,962+9.2% | 加碼 |
| State of Alaska, Department of Revenue | 104,414 | $790.0 萬 | 0.09% | −185−0.2% | 減碼 |
| Teacher Retirement System of Texas | 99,156 | $750.3 萬 | 0.03% | +5,006+5.3% | 加碼 |
| Barclays PLC | 95,506 | $722.7 萬 | 0.00% | +2,643+2.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 92,711 | $701.5 萬 | 0.02% | +4,490+5.1% | 加碼 |
| Assetmark, Inc | 89,632 | $678.2 萬 | 0.02% | +7,190+8.7% | 加碼 |
| Comerica Bank | 82,257 | $622.4 萬 | 0.03% | +21,478+35.3% | 加碼 |
| Citigroup Inc | 79,882 | $604.5 萬 | 0.01% | +5,944+8.0% | 加碼 |
| Nicola Wealth Management Ltd. | 55,100 | $599.5 萬 | 0.57% | −6,000−9.8% | 減碼 |
| Phocas Financial Corp. | 77,301 | $584.9 萬 | 0.78% | −712−0.9% | 減碼 |
| Bridgewater Associates, LP | 75,648 | $572.4 萬 | 0.03% | +17,502+30.1% | 加碼 |
| Great Lakes Advisors, LLC | 70,185 | $531.1 萬 | 0.05% | −2,427−3.3% | 減碼 |
| AQR Capital Management LLC | 66,298 | $501.7 萬 | 0.01% | −14,174−17.6% | 減碼 |
| First Trust Advisors LP | 64,959 | $491.5 萬 | 0.00% | −5,353−7.6% | 減碼 |
| Martingale Asset Management L P | 61,445 | $465.0 萬 | 0.11% | +2,061+3.5% | 加碼 |
| Wedge Capital Management L L P | 56,218 | $425.4 萬 | 0.08% | −444−0.8% | 減碼 |
| Intech Investment Management LLC | 54,161 | $409.8 萬 | 0.04% | +27,756+105.1% | 加碼 |
| Great West Life Assurance Co | 53,811 | $406.5 萬 | 0.01% | −958−1.7% | 減碼 |
| Macquarie Group Ltd | 53,000 | $401.1 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 51,033 | $386.2 萬 | 0.00% | −2,257−4.2% | 減碼 |
| Deutsche Bank AG | 49,373 | $373.6 萬 | 0.00% | +17,936+57.1% | 加碼 |
| Price T Rowe Associates Inc | 45,281 | $342.7 萬 | 0.00% | −64,500−58.8% | 減碼 |
| Hillsdale Investment Management Inc. | 42,500 | $321.6 萬 | 0.16% | +300+0.7% | 加碼 |
| Thrivent Financial for Lutherans | 42,239 | $319.6 萬 | 0.01% | −675−1.6% | 減碼 |
| Empowered Funds, LLC | 41,721 | $315.7 萬 | 0.05% | +88+0.2% | 加碼 |
| Massachusetts Financial Services Co | 41,632 | $315.0 萬 | 0.00% | −1,243−2.9% | 減碼 |
| Squarepoint Ops LLC | 40,546 | $306.8 萬 | 0.01% | +15,197+60.0% | 加碼 |
| Alberta Investment Management Corp | 37,694 | $285.2 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 35,573 | $269.2 萬 | 0.03% | +929+2.7% | 加碼 |
| Trexquant Investment LP | 34,986 | $264.7 萬 | 0.03% | +34,986 | 新進 |
| Raymond James Financial Inc | 34,947 | $264.4 萬 | 0.00% | +34,947 | 新進 |
| Citadel Advisors LLC | 34,366 | $260.0 萬 | 0.00% | −14,775−30.1% | 減碼 |
| New York State Teachers Retirement System | 33,600 | $254.3 萬 | 0.01% | −200−0.6% | 減碼 |
| MetLife Investment Management | 32,563 | $246.4 萬 | 0.01% | +2,079+6.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 30,581 | $231.4 萬 | 0.00% | +1,153+3.9% | 加碼 |
| Hantz Financial Services, Inc. | 30,437 | $230.3 萬 | 0.04% | +5,751+23.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 30,243 | $228.8 萬 | 0.00% | −1,105−3.5% | 減碼 |
| Illinois Municipal Retirement Fund | 28,849 | $218.3 萬 | 0.03% | −1,632−5.4% | 減碼 |
| Creative Planning | 28,745 | $217.5 萬 | 0.00% | +4,909+20.6% | 加碼 |
| Corebridge Financial, Inc. | 28,634 | $216.7 萬 | 0.01% | −2,235−7.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 27,494 | $208.0 萬 | 0.16% | +19,931+263.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,283 | $206.5 萬 | 0.01% | −1,315−4.6% | 減碼 |
| Susquehanna International Group, LLP | 26,842 | $203.1 萬 | 0.00% | +11,345+73.2% | 加碼 |
| Keeley-Teton Advisors, LLC | 26,601 | $201.3 萬 | 0.23% | −2,048−7.1% | 減碼 |
| Jennison Associates LLC | 26,557 | $201.0 萬 | 0.00% | −340−1.3% | 減碼 |
| Louisiana State Employees Retirement System | 26,400 | $199.8 萬 | 0.04% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 25,440 | $192.3 萬 | 0.01% | −7,900−23.7% | 減碼 |
| Janus Henderson Group PLC | 25,358 | $191.8 萬 | 0.00% | −94,066−78.8% | 減碼 |
| Glenmede Trust Co NA | 25,266 | $191.2 萬 | 0.01% | −1,911−7.0% | 減碼 |