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。
2025 年第 1 季 13F 持有人
Sanmina Corp 在 2025/3/31 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
- 326
- 較 2024 年第 4 季 +19 家
- 持有股數
- 5,176 萬
- 較 2024 年第 4 季 −66.2 萬 (−1.3%)
- 總市值
- $39.4 億
- 較 2024 年第 4 季 −$2,565 萬 (−0.6%)
- 新進機構
- 49
- 另有 107 家加碼
- 清倉機構
- 30
- 另有 125 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,681,221 | $6.61 億 | 0.01% | −446,939−4.9% | 減碼 |
| Vanguard Group Inc | 7,385,064 | $5.63 億 | 0.01% | −32,298−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,395,025 | $2.59 億 | 0.06% | −494,207−12.7% | 減碼 |
| FMR LLC | 3,143,909 | $2.40 億 | 0.02% | +1,184,884+60.5% | 加碼 |
| Franklin Resources Inc | 2,248,581 | $1.71 億 | 0.05% | +406,279+22.1% | 加碼 |
| State Street Corp | 2,219,420 | $1.69 億 | 0.01% | −100,691−4.3% | 減碼 |
| Geode Capital Management, LLC | 1,597,649 | $1.22 億 | 0.01% | +61,282+4.0% | 加碼 |
| LSV Asset Management | 1,492,475 | $1.14 億 | 0.27% | −149,665−9.1% | 減碼 |
| Morgan Stanley | 1,177,897 | $8,973 萬 | 0.01% | −100,238−7.8% | 減碼 |
| Earnest Partners LLC | 1,036,377 | $7,895 萬 | 0.38% | −37,441−3.5% | 減碼 |
| Frontier Capital Management Co LLC | 1,018,859 | $7,762 萬 | 0.85% | +13,701+1.4% | 加碼 |
| Bank of America Corp | 879,786 | $6,702 萬 | 0.01% | −95,917−9.8% | 減碼 |
| Invesco Ltd. | 878,849 | $6,695 萬 | 0.01% | +162,465+22.7% | 加碼 |
| Global Alpha Capital Management Ltd. | 814,691 | $6,206 萬 | 4.52% | +63,500+8.5% | 加碼 |
| Northern Trust Corp | 781,503 | $5,953 萬 | 0.01% | −17,927−2.2% | 減碼 |
| Allianz Asset Management GmbH | 715,355 | $5,450 萬 | 0.08% | +51,432+7.7% | 加碼 |
| Nuveen, LLC | 663,039 | $5,051 萬 | 0.02% | +663,039 | 新進 |
| Norges Bank | 650,830 | $4,958 萬 | 0.01% | +5,617+0.9% | 加碼 |
| JPMorgan Chase & Co | 649,720 | $4,950 萬 | 0.00% | −25,471−3.8% | 減碼 |
| American Century Companies Inc | 630,776 | $4,805 萬 | 0.03% | −224,904−26.3% | 減碼 |
| Charles Schwab Investment Management Inc | 605,910 | $4,616 萬 | 0.01% | −4,157−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 583,580 | $4,446 萬 | 0.05% | −197,148−25.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 478,208 | $3,643 萬 | 0.14% | +33,966+7.6% | 加碼 |
| Bank of New York Mellon Corp | 463,853 | $3,534 萬 | 0.01% | −37,414−7.5% | 減碼 |
| Goldman Sachs Group Inc | 401,260 | $3,057 萬 | 0.01% | −292,916−42.2% | 減碼 |
| Royce & Associates LP | 390,975 | $2,978 萬 | 0.32% | −23,918−5.8% | 減碼 |
| William Blair Investment Management, LLC | 371,831 | $2,833 萬 | 0.08% | −17,147−4.4% | 減碼 |
| Victory Capital Management Inc | 360,957 | $2,750 萬 | 0.03% | −17,021−4.5% | 減碼 |
| New York State Common Retirement Fund | 357,500 | $2,723 萬 | 0.04% | +1,646+0.5% | 加碼 |
| Panagora Asset Management Inc | 310,562 | $2,366 萬 | 0.12% | −58,148−15.8% | 減碼 |
| Principal Financial Group Inc | 291,731 | $2,222 萬 | 0.01% | +5,885+2.1% | 加碼 |
| Wells Fargo & Company | 258,608 | $1,970 萬 | 0.00% | −9,117−3.4% | 減碼 |
| SEI Investments Co | 250,571 | $1,909 萬 | 0.02% | +28,457+12.8% | 加碼 |
| Assenagon Asset Management S.A. | 196,022 | $1,493 萬 | 0.03% | −68,807−26.0% | 減碼 |
| Prudential Financial Inc | 189,069 | $1,440 萬 | 0.02% | +46,036+32.2% | 加碼 |
| Millennium Management LLC | 180,757 | $1,377 萬 | 0.01% | −226,105−55.6% | 減碼 |
| Qube Research & Technologies Ltd | 179,821 | $1,370 萬 | 0.02% | +36,439+25.4% | 加碼 |
| UBS Group AG | 176,664 | $1,346 萬 | 0.00% | −425,638−70.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 173,108 | $1,319 萬 | 0.03% | +2,257+1.3% | 加碼 |
| Public Sector Pension Investment Board | 172,308 | $1,313 萬 | 0.06% | +36,109+26.5% | 加碼 |
| Ameriprise Financial Inc | 163,575 | $1,246 萬 | 0.00% | −6,611−3.9% | 減碼 |
| Rhumbline Advisers | 160,547 | $1,223 萬 | 0.01% | −7,925−4.7% | 減碼 |
| Legal & General Group Plc | 154,802 | $1,179 萬 | 0.00% | −3,737−2.4% | 減碼 |
| Envestnet Asset Management Inc | 142,811 | $1,088 萬 | 0.00% | −28,138−16.5% | 減碼 |
| UBS Asset Management Americas Inc | 126,287 | $962.1 萬 | 0.00% | +12,061+10.6% | 加碼 |
| Alliancebernstein L.P. | 116,806 | $889.8 萬 | 0.00% | −7,082−5.7% | 減碼 |
| Barclays PLC | 115,170 | $877.4 萬 | 0.00% | +19,664+20.6% | 加碼 |
| First Eagle Investment Management, LLC | 110,872 | $844.6 萬 | 0.02% | −90,100−44.8% | 減碼 |
| Swiss National Bank | 104,500 | $796.1 萬 | 0.01% | −3,000−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 99,727 | $758.3 萬 | 0.01% | −6,520−6.1% | 減碼 |
| Teacher Retirement System of Texas | 98,171 | $747.9 萬 | 0.03% | −985−1.0% | 減碼 |
| Point72 Asset Management, L.P. | 97,790 | $745.0 萬 | 0.02% | +97,790 | 新進 |
| Assetmark, Inc | 93,404 | $711.6 萬 | 0.02% | +3,772+4.2% | 加碼 |
| Algert Global LLC | 90,090 | $686.3 萬 | 0.17% | +90,090 | 新進 |
| AQR Capital Management LLC | 89,740 | $683.6 萬 | 0.01% | +23,442+35.4% | 加碼 |
| Winton Group Ltd | 88,515 | $674.3 萬 | 0.41% | +72,247+444.1% | 加碼 |
| Phocas Financial Corp. | 87,649 | $667.7 萬 | 1.02% | +10,348+13.4% | 加碼 |
| State of Alaska, Department of Revenue | 86,515 | $659.0 萬 | 0.07% | −17,899−17.1% | 減碼 |
| Citigroup Inc | 83,635 | $637.1 萬 | 0.00% | +3,753+4.7% | 加碼 |
| Jane Street Group, LLC | 79,846 | $608.3 萬 | 0.01% | +67,973+572.5% | 加碼 |
| Comerica Bank | 77,230 | $588.3 萬 | 0.02% | −5,027−6.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 75,076 | $571.9 萬 | 0.02% | −17,635−19.0% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 72,507 | $552.4 萬 | 1.28% | +72,507 | 新進 |
| Susquehanna International Group, LLP | 70,974 | $540.7 萬 | 0.01% | +44,132+164.4% | 加碼 |
| Martingale Asset Management L P | 61,123 | $465.6 萬 | 0.12% | −322−0.5% | 減碼 |
| Great Lakes Advisors, LLC | 59,379 | $452.3 萬 | 0.04% | −10,806−15.4% | 減碼 |
| Intech Investment Management LLC | 57,564 | $438.5 萬 | 0.05% | +3,403+6.3% | 加碼 |
| Nicola Wealth Management Ltd. | 55,100 | $419.8 萬 | 0.41% | 00.0% | 不變 |
| Bridgewater Associates, LP | 54,328 | $413.9 萬 | 0.02% | −21,320−28.2% | 減碼 |
| First Trust Advisors LP | 53,612 | $408.4 萬 | 0.00% | −11,347−17.5% | 減碼 |
| Macquarie Group Ltd | 53,000 | $403.8 萬 | 0.01% | 00.0% | 不變 |
| Great West Life Assurance Co | 51,104 | $389.5 萬 | 0.01% | −2,707−5.0% | 減碼 |
| Dark Forest Capital Management LP | 51,055 | $388.9 萬 | 0.18% | +51,055 | 新進 |
| California State Teachers Retirement System | 50,468 | $384.5 萬 | 0.00% | −565−1.1% | 減碼 |
| Edgestream Partners, L.P. | 49,700 | $378.6 萬 | 0.13% | +49,700 | 新進 |
| Deutsche Bank AG | 45,182 | $344.2 萬 | 0.00% | −4,191−8.5% | 減碼 |
| Price T Rowe Associates Inc | 44,638 | $340.1 萬 | 0.00% | −643−1.4% | 減碼 |
| Hillsdale Investment Management Inc. | 43,980 | $335.0 萬 | 0.17% | +1,480+3.5% | 加碼 |
| Hantz Financial Services, Inc. | 41,732 | $317.9 萬 | 0.06% | +11,295+37.1% | 加碼 |
| Marshall Wace, LLP | 41,446 | $315.7 萬 | 0.00% | +41,446 | 新進 |
| Massachusetts Financial Services Co | 40,707 | $310.1 萬 | 0.00% | −925−2.2% | 減碼 |
| Empowered Funds, LLC | 40,344 | $307.3 萬 | 0.04% | −1,377−3.3% | 減碼 |
| Thrivent Financial for Lutherans | 39,903 | $304.0 萬 | 0.01% | −2,336−5.5% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $287.2 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Financial Inc | 37,643 | $286.8 萬 | 0.00% | +2,696+7.7% | 加碼 |
| Capital Fund Management S.A. | 37,414 | $285.0 萬 | 0.04% | +37,414 | 新進 |
| Oppenheimer Asset Management Inc. | 37,081 | $282.5 萬 | 0.04% | +1,508+4.2% | 加碼 |
| Creative Planning | 34,919 | $266.0 萬 | 0.00% | +6,174+21.5% | 加碼 |
| Citadel Advisors LLC | 33,025 | $251.6 萬 | 0.00% | −1,341−3.9% | 減碼 |
| New York State Teachers Retirement System | 32,700 | $249.1 萬 | 0.01% | −900−2.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 31,968 | $243.5 萬 | 0.01% | +1,387+4.5% | 加碼 |
| MetLife Investment Management | 31,167 | $237.4 萬 | 0.01% | −1,396−4.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 30,695 | $233.8 萬 | 0.00% | +452+1.5% | 加碼 |
| Illinois Municipal Retirement Fund | 29,982 | $228.4 萬 | 0.03% | +1,133+3.9% | 加碼 |
| Wedge Capital Management L L P | 29,767 | $226.8 萬 | 0.04% | −26,451−47.1% | 減碼 |
| Moran Wealth Management, LLC | 28,683 | $218.5 萬 | 0.07% | +28,683 | 新進 |
| Corebridge Financial, Inc. | 28,071 | $213.8 萬 | 0.01% | −563−2.0% | 減碼 |
| Engineers Gate Manager LP | 27,997 | $213.3 萬 | 0.04% | +21,057+303.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,040 | $206.1 萬 | 0.01% | +1,600+6.3% | 加碼 |
| Russell Investments Group, Ltd. | 26,315 | $200.5 萬 | 0.00% | +4,513+20.7% | 加碼 |