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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,990 | $22.8 萬 | 0.03% | +2,252+305.1% | 加碼 |
| Ieq Capital, LLC | 3,032 | $23.1 萬 | 0.00% | +3,032 | 新進 |
| RSM US Wealth Management LLC | 3,068 | $23.4 萬 | 0.00% | −140−4.4% | 減碼 |
| FourThought Financial Partners, LLC | 3,072 | $23.4 萬 | 0.02% | +3,072 | 新進 |
| Gotham Asset Management, LLC | 3,099 | $23.6 萬 | 0.00% | −37−1.2% | 減碼 |
| Paulson Wealth Management Inc. | 3,253 | $24.8 萬 | 0.07% | +44+1.4% | 加碼 |
| Highland Capital Management, LLC | 3,301 | $25.1 萬 | 0.02% | +3,301 | 新進 |
| United Services Automobile Association | 3,339 | $25.6 萬 | 0.01% | +3,339 | 新進 |
| Aristides Capital LLC | 3,377 | $25.7 萬 | 0.10% | +3,377 | 新進 |
| Sanctuary Advisors, LLC | 3,378 | $25.7 萬 | 0.00% | −694−17.0% | 減碼 |
| Jain Global LLC | 3,398 | $25.9 萬 | 0.01% | +3,398 | 新進 |
| Tiaa Trust, National Association | 3,405 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 3,409 | $26.0 萬 | 0.08% | +3,409 | 新進 |
| Vident Advisory, LLC | 3,428 | $26.1 萬 | 0.00% | +561+19.6% | 加碼 |
| HighTower Advisors, LLC | 3,450 | $26.3 萬 | 0.00% | −1,728−33.4% | 減碼 |
| Bayforest Capital Ltd | 3,457 | $26.3 萬 | 0.11% | +2,406+228.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,530 | $26.9 萬 | 0.04% | +3,530 | 新進 |
| Toroso Investments, LLC | 3,583 | $27.3 萬 | 0.00% | +3,583 | 新進 |
| CIBC Asset Management Inc | 3,605 | $27.5 萬 | 0.00% | −84−2.3% | 減碼 |
| Mackenzie Financial Corp | 3,644 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,683 | $28.1 萬 | 0.00% | +383+11.6% | 加碼 |
| Park Avenue Securities LLC | 3,683 | $28.1 萬 | 0.00% | −325−8.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,695 | $28.1 萬 | 0.00% | −1,508−29.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,884 | $29.6 萬 | 0.01% | −43−1.1% | 減碼 |
| Quadrature Capital Ltd | 3,883 | $29.6 萬 | 0.01% | +3,883 | 新進 |
| CIBC World Markets Inc. | 3,960 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 4,033 | $30.7 萬 | 0.00% | +339+9.2% | 加碼 |
| New Age Alpha Advisors, LLC | 4,100 | $31.2 萬 | 0.01% | −3,581−46.6% | 減碼 |
| Navellier & Associates Inc | 3,990 | $31.5 萬 | 0.04% | −1,336−25.1% | 減碼 |
| Two Sigma Advisers, LP | 4,200 | $32.0 萬 | 0.00% | −600−12.5% | 減碼 |
| Neuberger Berman Group LLC | 4,213 | $32.1 萬 | 0.00% | +4,213 | 新進 |
| TFG Advisers LLC | 4,381 | $33.4 萬 | 0.12% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,547 | $34.6 萬 | 0.09% | +3,362+283.7% | 加碼 |
| Amundi | 5,133 | $35.5 萬 | 0.00% | +5,133 | 新進 |
| Xponance, Inc. | 4,687 | $35.7 萬 | 0.00% | +152+3.4% | 加碼 |
| Shell Asset Management Co | 4,718 | $35.9 萬 | 0.02% | −204−4.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 4,887 | $37.2 萬 | 0.00% | −137−2.7% | 減碼 |
| Mariner, LLC | 4,900 | $37.3 萬 | 0.00% | +390+8.6% | 加碼 |
| Marathon Capital Management | 5,000 | $38.1 萬 | 0.10% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 5,055 | $38.5 萬 | 0.00% | +44+0.9% | 加碼 |
| Atomi Financial Group, Inc. | 5,070 | $38.6 萬 | 0.02% | +42+0.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,210 | $39.7 萬 | 0.00% | +476+10.1% | 加碼 |
| Eqis Capital Management, Inc. | 5,246 | $40.0 萬 | 0.03% | −938−15.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,434 | $41.4 萬 | 0.01% | −186−3.3% | 減碼 |
| Isthmus Partners, LLC | 5,466 | $41.6 萬 | 0.05% | +81+1.5% | 加碼 |
| Picton Mahoney Asset Management | 5,688 | $43.3 萬 | 0.01% | +5,671+33,358.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,703 | $43.4 萬 | 0.00% | −3,063−34.9% | 減碼 |
| Cambria Investment Management, L.P. | 5,747 | $43.8 萬 | 0.03% | −160,762−96.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,795 | $44.1 萬 | 0.00% | −205−3.4% | 減碼 |
| Verition Fund Management LLC | 6,058 | $46.1 萬 | 0.00% | −3,006−33.2% | 減碼 |
| Mercer Global Advisors Inc | 6,108 | $46.5 萬 | 0.00% | +123+2.1% | 加碼 |
| Two Sigma Securities, LLC | 6,169 | $47.0 萬 | 0.07% | +6,169 | 新進 |
| Kendall Capital Management | 6,395 | $48.7 萬 | 0.14% | +190+3.1% | 加碼 |
| Banque Pictet & Cie SA | 6,434 | $49.0 萬 | 0.01% | +6,434 | 新進 |
| Quantinno Capital Management LP | 6,605 | $50.3 萬 | 0.00% | +2,529+62.0% | 加碼 |
| Evergreen Capital Management LLC | 6,955 | $53.0 萬 | 0.02% | +376+5.7% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 7,165 | $54.6 萬 | 0.02% | +330+4.8% | 加碼 |
| Vestcor Inc | 7,441 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Stifel Financial Corp | 7,633 | $58.1 萬 | 0.00% | −3,628−32.2% | 減碼 |
| MML Investors Services, LLC | 7,840 | $59.7 萬 | 0.00% | +1,907+32.1% | 加碼 |
| Mutual of America Capital Management LLC | 7,911 | $60.3 萬 | 0.01% | −367−4.4% | 減碼 |
| Allworth Financial LP | 7,526 | $60.4 萬 | 0.00% | +7,151+1,906.9% | 加碼 |
| Everence Capital Management Inc | 7,940 | $60.5 萬 | 0.04% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 8,208 | $62.5 萬 | 0.00% | +86+1.1% | 加碼 |
| Headlands Technologies LLC | 8,641 | $65.8 萬 | 0.08% | +5,487+174.0% | 加碼 |
| HSBC Holdings PLC | 8,659 | $65.9 萬 | 0.00% | +152+1.8% | 加碼 |
| Captrust Financial Advisors | 8,646 | $65.9 萬 | 0.00% | +423+5.1% | 加碼 |
| Bank of Montreal | 8,686 | $66.2 萬 | 0.00% | +2,025+30.4% | 加碼 |
| Cresset Asset Management, LLC | 8,824 | $67.2 萬 | 0.00% | −1,079−10.9% | 減碼 |
| Ritholtz Wealth Management | 8,943 | $68.1 萬 | 0.02% | −40.0% | 減碼 |
| EMC Capital Management | 9,420 | $71.8 萬 | 0.43% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $76.2 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 10,226 | $77.9 萬 | 0.00% | −9,069−47.0% | 減碼 |
| JustInvest LLC | 10,258 | $78.1 萬 | 0.01% | +357+3.6% | 加碼 |
| Janney Montgomery Scott LLC | 10,311 | $78.5 萬 | 0.00% | +4,810+87.4% | 加碼 |
| KLP Kapitalforvaltning AS | 10,600 | $80.8 萬 | 0.00% | −700−6.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,340 | $86.4 萬 | 0.16% | +1,052+10.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,439 | $87.1 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 11,485 | $87.5 萬 | 0.00% | +56+0.5% | 加碼 |
| SummerHaven Investment Management, LLC | 11,709 | $89.2 萬 | 0.62% | +172+1.5% | 加碼 |
| XTX Topco Ltd | 11,886 | $90.5 萬 | 0.05% | +140+1.2% | 加碼 |
| CIBC World Markets Corp | 11,920 | $90.8 萬 | 0.01% | +6,894+137.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,461 | $94.9 萬 | 0.02% | −400−3.1% | 減碼 |
| Pathstone Holdings, LLC | 12,601 | $96.0 萬 | 0.00% | +4,772+61.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,000 | $99.0 萬 | 0.01% | +1,334+11.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 13,006 | $99.1 萬 | 0.01% | +13,006 | 新進 |
| Foster & Motley Inc | 13,054 | $99.4 萬 | 0.06% | +13,054 | 新進 |
| ProShare Advisors LLC | 13,167 | $100.3 萬 | 0.00% | −3,509−21.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,210 | $101.3 萬 | 0.01% | −1,022−7.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,461 | $102.5 萬 | 0.00% | −678−4.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,029 | $106.9 萬 | 0.03% | +1,907+15.7% | 加碼 |
| Quadrant Capital Group LLC | 14,952 | $113.9 萬 | 0.04% | +11,537+337.8% | 加碼 |
| Andra AP-fonden | 15,373 | $117.1 萬 | 0.02% | +15,373 | 新進 |
| Arizona State Retirement System | 15,448 | $117.7 萬 | 0.01% | −412−2.6% | 減碼 |
| Amalgamated Bank | 15,479 | $117.9 萬 | 0.01% | −521−3.3% | 減碼 |
| STRS Ohio | 15,700 | $119.6 萬 | 0.01% | −700−4.3% | 減碼 |
| Maryland State Retirement & Pension System | 15,841 | $120.7 萬 | 0.03% | −2,483−13.6% | 減碼 |
| Pacifica Partners Inc. | 17,828 | $123.3 萬 | 0.56% | −1,485−7.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,252 | $123.8 萬 | 0.00% | 00.0% | 不變 |