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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 2,867 | $21.7 萬 | 0.00% | −279−8.9% | 減碼 |
| EntryPoint Capital, LLC | 2,945 | $22.3 萬 | 0.09% | +2,945 | 新進 |
| GeoWealth Management, LLC | 2,956 | $22.4 萬 | 0.01% | +2,876+3,595.0% | 加碼 |
| Foundations Investment Advisors, LLC | 2,958 | $22.4 萬 | 0.00% | −62−2.1% | 減碼 |
| Profund Advisors LLC | 3,035 | $23.0 萬 | 0.01% | +3,035 | 新進 |
| Vise Technologies, Inc. | 3,065 | $23.2 萬 | 0.02% | +3,065 | 新進 |
| ExodusPoint Capital Management, LP | 3,093 | $23.4 萬 | 0.00% | +3,093 | 新進 |
| Gotham Asset Management, LLC | 3,136 | $23.7 萬 | 0.00% | −4,374−58.2% | 減碼 |
| Headlands Technologies LLC | 3,154 | $23.9 萬 | 0.02% | −627−16.6% | 減碼 |
| RSM US Wealth Management LLC | 3,208 | $24.3 萬 | 0.00% | −1,236−27.8% | 減碼 |
| Paulson Wealth Management Inc. | 3,209 | $24.3 萬 | 0.07% | −26−0.8% | 減碼 |
| EP Wealth Advisors, LLC | 3,300 | $25.0 萬 | 0.00% | +3,300 | 新進 |
| Tiaa Trust, National Association | 3,405 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,415 | $25.8 萬 | 0.02% | −63−1.8% | 減碼 |
| FORA Capital, LLC | 3,494 | $26.4 萬 | 0.03% | +3,494 | 新進 |
| Mackenzie Financial Corp | 3,644 | $27.6 萬 | 0.00% | −460−11.2% | 減碼 |
| CIBC Asset Management Inc | 3,689 | $27.9 萬 | 0.00% | −1,579−30.0% | 減碼 |
| Cetera Investment Advisers | 3,694 | $27.9 萬 | 0.00% | +224+6.5% | 加碼 |
| Caxton Associates LP | 3,789 | $28.7 萬 | 0.01% | −596−13.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,927 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Inc. | 3,960 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,008 | $30.3 萬 | 0.00% | +129+3.3% | 加碼 |
| Quantinno Capital Management LP | 4,076 | $30.8 萬 | 0.00% | +427+11.7% | 加碼 |
| TFG Advisers LLC | 4,381 | $33.2 萬 | 0.12% | +202+4.8% | 加碼 |
| Tudor Investment Corp Et Al | 4,494 | $34.0 萬 | 0.00% | −35,582−88.8% | 減碼 |
| Mariner, LLC | 4,510 | $34.1 萬 | 0.00% | +152+3.5% | 加碼 |
| Sanctuary Advisors, LLC | 4,072 | $34.3 萬 | 0.00% | +23+0.6% | 加碼 |
| Xponance, Inc. | 4,535 | $34.3 萬 | 0.00% | +314+7.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,734 | $35.8 萬 | 0.00% | +1,178+33.1% | 加碼 |
| Two Sigma Advisers, LP | 4,800 | $36.3 萬 | 0.00% | +1,600+50.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 4,922 | $37.2 萬 | 0.02% | −9−0.2% | 減碼 |
| Marathon Capital Management | 5,000 | $37.8 萬 | 0.09% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 5,011 | $37.9 萬 | 0.00% | −877−14.9% | 減碼 |
| Lido Advisors, LLC | 5,024 | $38.0 萬 | 0.00% | +1,542+44.3% | 加碼 |
| CIBC World Markets Corp | 5,026 | $38.0 萬 | 0.00% | +5,026 | 新進 |
| Atomi Financial Group, Inc. | 5,028 | $38.0 萬 | 0.02% | +240+5.0% | 加碼 |
| State of Wisconsin Investment Board | 5,065 | $38.3 萬 | 0.00% | +424+9.1% | 加碼 |
| HighTower Advisors, LLC | 5,178 | $39.2 萬 | 0.00% | +5,178 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,203 | $39.4 萬 | 0.00% | −154−2.9% | 減碼 |
| Navellier & Associates Inc | 5,326 | $40.3 萬 | 0.05% | +1,242+30.4% | 加碼 |
| Isthmus Partners, LLC | 5,385 | $40.7 萬 | 0.05% | +251+4.9% | 加碼 |
| Janney Montgomery Scott LLC | 5,501 | $41.6 萬 | 0.00% | +185+3.5% | 加碼 |
| Fox Run Management, L.L.C. | 5,606 | $42.4 萬 | 0.08% | +5,606 | 新進 |
| Ameritas Investment Partners, Inc. | 5,620 | $42.5 萬 | 0.01% | +121+2.2% | 加碼 |
| SG Americas Securities, LLC | 5,800 | $43.9 萬 | 0.00% | +1,559+36.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 5,818 | $44.0 萬 | 0.07% | −26,674−82.1% | 減碼 |
| MML Investors Services, LLC | 5,933 | $44.9 萬 | 0.00% | +199+3.5% | 加碼 |
| Mercer Global Advisors Inc | 5,985 | $45.3 萬 | 0.00% | +1,458+32.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,000 | $45.4 萬 | 0.00% | +1,164+24.1% | 加碼 |
| Eqis Capital Management, Inc. | 6,184 | $46.8 萬 | 0.04% | −742−10.7% | 減碼 |
| Kendall Capital Management | 6,205 | $47.0 萬 | 0.14% | +120+2.0% | 加碼 |
| Evergreen Capital Management LLC | 6,579 | $49.8 萬 | 0.02% | −179−2.6% | 減碼 |
| Bank of Montreal | 6,661 | $50.4 萬 | 0.00% | +769+13.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,835 | $51.7 萬 | 0.10% | +1,069+18.5% | 加碼 |
| Engineers Gate Manager LP | 6,940 | $52.5 萬 | 0.01% | +1,931+38.6% | 加碼 |
| Vestcor Inc | 7,441 | $56.3 萬 | 0.02% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 7,578 | $57.3 萬 | 0.18% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 7,681 | $58.1 萬 | 0.02% | +7,681 | 新進 |
| Pathstone Holdings, LLC | 7,829 | $59.2 萬 | 0.00% | −92−1.2% | 減碼 |
| Everence Capital Management Inc | 7,940 | $60.1 萬 | 0.04% | −5,150−39.3% | 減碼 |
| Pictet Asset Management Holding SA | 8,122 | $61.5 萬 | 0.00% | +1,122+16.0% | 加碼 |
| Captrust Financial Advisors | 8,223 | $62.2 萬 | 0.00% | +534+6.9% | 加碼 |
| Mutual of America Capital Management LLC | 8,278 | $62.6 萬 | 0.01% | +58+0.7% | 加碼 |
| Delphi Management Inc | 8,470 | $64.1 萬 | 0.62% | −384−4.3% | 減碼 |
| HSBC Holdings PLC | 8,507 | $64.6 萬 | 0.00% | −527−5.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,766 | $66.3 萬 | 0.00% | −19,667−69.2% | 減碼 |
| Ritholtz Wealth Management | 8,947 | $67.7 萬 | 0.02% | −203−2.2% | 減碼 |
| Verition Fund Management LLC | 9,064 | $68.6 萬 | 0.00% | +2,859+46.1% | 加碼 |
| EMC Capital Management | 9,420 | $71.3 萬 | 0.40% | −5,580−37.2% | 減碼 |
| JustInvest LLC | 9,901 | $74.9 萬 | 0.01% | −1,656−14.3% | 減碼 |
| Cresset Asset Management, LLC | 9,903 | $74.9 萬 | 0.00% | −1,550−13.5% | 減碼 |
| RBF Capital, LLC | 10,000 | $75.7 萬 | 0.04% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 10,288 | $77.9 萬 | 0.17% | +3,307+47.4% | 加碼 |
| Stifel Financial Corp | 11,261 | $85.2 萬 | 0.00% | +431+4.0% | 加碼 |
| KLP Kapitalforvaltning AS | 11,300 | $85.5 萬 | 0.00% | +11,300 | 新進 |
| Commonwealth Equity Services, LLC | 11,429 | $86.5 萬 | 0.00% | +204+1.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,439 | $86.6 萬 | 0.01% | +11,439 | 新進 |
| SummerHaven Investment Management, LLC | 11,537 | $87.3 萬 | 0.54% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,666 | $88.3 萬 | 0.01% | −15−0.1% | 減碼 |
| XTX Topco Ltd | 11,746 | $88.9 萬 | 0.07% | +11,746 | 新進 |
| Jane Street Group, LLC | 11,873 | $89.8 萬 | 0.00% | −71,224−85.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,122 | $91.7 萬 | 0.02% | +1,485+14.0% | 加碼 |
| Man Group plc | 12,278 | $92.9 萬 | 0.00% | +12,278 | 新進 |
| Oregon Public Employees Retirement Fund | 12,861 | $97.3 萬 | 0.02% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,139 | $107.0 萬 | 0.00% | +1,798+14.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,232 | $108.6 萬 | 0.01% | +4,102+40.5% | 加碼 |
| Arizona State Retirement System | 15,860 | $120.0 萬 | 0.01% | −108−0.7% | 減碼 |
| Natixis Advisors, L.P. | 15,908 | $120.4 萬 | 0.00% | +498+3.2% | 加碼 |
| Amalgamated Bank | 16,000 | $121.1 萬 | 0.01% | −18−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,252 | $123.0 萬 | 0.00% | −80−0.5% | 減碼 |
| Winton Group Ltd | 16,268 | $123.1 萬 | 0.08% | +10.0% | 加碼 |
| STRS Ohio | 16,400 | $124.1 萬 | 0.00% | −700−4.1% | 減碼 |
| State of Tennessee, Treasury Department | 16,591 | $125.5 萬 | 0.00% | −7,310−30.6% | 減碼 |
| ProShare Advisors LLC | 16,676 | $126.2 萬 | 0.00% | +4,860+41.1% | 加碼 |
| LPL Financial LLC | 17,157 | $129.8 萬 | 0.00% | +2,607+17.9% | 加碼 |
| Voya Investment Management LLC | 17,687 | $133.8 萬 | 0.00% | −1,333−7.0% | 減碼 |
| Lazard Asset Management LLC | 17,858 | $135.1 萬 | 0.00% | +17,858 | 新進 |
| Maryland State Retirement & Pension System | 18,324 | $138.7 萬 | 0.03% | −130−0.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 18,438 | $139.5 萬 | 0.00% | +18,438 | 新進 |