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 |
|---|---|---|---|---|---|
| Keeley-Teton Advisors, LLC | 26,301 | $200.4 萬 | 0.24% | −300−1.1% | 減碼 |
| Louisiana State Employees Retirement System | 25,600 | $195.0 萬 | 0.04% | −800−3.0% | 減碼 |
| State of Wisconsin Investment Board | 25,472 | $194.0 萬 | 0.01% | +20,407+402.9% | 加碼 |
| Empower Advisory Group, LLC | 24,199 | $184.4 萬 | 0.01% | −242,864−90.9% | 減碼 |
| Janus Henderson Group PLC | 23,558 | $180.6 萬 | 0.00% | −1,800−7.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 23,008 | $175.3 萬 | 0.01% | −135−0.6% | 減碼 |
| Glenmede Trust Co NA | 22,966 | $175.0 萬 | 0.01% | −2,300−9.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 22,788 | $173.6 萬 | 0.01% | −4,495−16.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 21,831 | $166.3 萬 | 0.01% | −1,684−7.2% | 減碼 |
| Yousif Capital Management, LLC | 21,818 | $166.2 萬 | 0.02% | −443−2.0% | 減碼 |
| Jennison Associates LLC | 21,461 | $163.5 萬 | 0.00% | −5,096−19.2% | 減碼 |
| LPL Financial LLC | 21,331 | $162.5 萬 | 0.00% | +4,174+24.3% | 加碼 |
| State of Tennessee, Treasury Department | 21,251 | $161.9 萬 | 0.01% | +4,660+28.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 21,200 | $161.5 萬 | 0.00% | +21,200 | 新進 |
| OP Asset Management Ltd | 20,611 | $157.0 萬 | 0.03% | +20,611 | 新進 |
| Diversified Trust Co | 20,338 | $154.9 萬 | 0.04% | −1,179−5.5% | 減碼 |
| Atria Investments LLC | 20,166 | $153.6 萬 | 0.02% | −77−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 19,598 | $149.3 萬 | 0.01% | −4,835−19.8% | 減碼 |
| Jackson Creek Investment Advisors LLC | 19,452 | $148.2 萬 | 0.47% | +19,452 | 新進 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $142.8 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 18,505 | $141.0 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,322 | $132.0 萬 | 0.00% | +1,414+8.9% | 加碼 |
| Squarepoint Ops LLC | 17,243 | $131.4 萬 | 0.00% | −23,303−57.5% | 減碼 |
| Delphi Management Inc | 17,209 | $131.1 萬 | 1.34% | +8,739+103.2% | 加碼 |
| Voya Investment Management LLC | 17,121 | $130.4 萬 | 0.00% | −566−3.2% | 減碼 |
| Caxton Associates LLP | 16,414 | $125.0 萬 | 0.04% | +16,414 | 新進 |
| State Board of Administration of Florida Retirement System | 16,252 | $123.8 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 17,828 | $123.3 萬 | 0.56% | −1,485−7.7% | 減碼 |
| Maryland State Retirement & Pension System | 15,841 | $120.7 萬 | 0.03% | −2,483−13.6% | 減碼 |
| STRS Ohio | 15,700 | $119.6 萬 | 0.01% | −700−4.3% | 減碼 |
| Amalgamated Bank | 15,479 | $117.9 萬 | 0.01% | −521−3.3% | 減碼 |
| Arizona State Retirement System | 15,448 | $117.7 萬 | 0.01% | −412−2.6% | 減碼 |
| Andra AP-fonden | 15,373 | $117.1 萬 | 0.02% | +15,373 | 新進 |
| Quadrant Capital Group LLC | 14,952 | $113.9 萬 | 0.04% | +11,537+337.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,029 | $106.9 萬 | 0.03% | +1,907+15.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,461 | $102.5 萬 | 0.00% | −678−4.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,210 | $101.3 萬 | 0.01% | −1,022−7.2% | 減碼 |
| ProShare Advisors LLC | 13,167 | $100.3 萬 | 0.00% | −3,509−21.0% | 減碼 |
| Foster & Motley Inc | 13,054 | $99.4 萬 | 0.06% | +13,054 | 新進 |
| Schonfeld Strategic Advisors LLC | 13,006 | $99.1 萬 | 0.01% | +13,006 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,000 | $99.0 萬 | 0.01% | +1,334+11.4% | 加碼 |
| Pathstone Holdings, LLC | 12,601 | $96.0 萬 | 0.00% | +4,772+61.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 12,461 | $94.9 萬 | 0.02% | −400−3.1% | 減碼 |
| CIBC World Markets Corp | 11,920 | $90.8 萬 | 0.01% | +6,894+137.2% | 加碼 |
| XTX Topco Ltd | 11,886 | $90.5 萬 | 0.05% | +140+1.2% | 加碼 |
| SummerHaven Investment Management, LLC | 11,709 | $89.2 萬 | 0.62% | +172+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 11,485 | $87.5 萬 | 0.00% | +56+0.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,439 | $87.1 萬 | 0.01% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 11,340 | $86.4 萬 | 0.16% | +1,052+10.2% | 加碼 |
| KLP Kapitalforvaltning AS | 10,600 | $80.8 萬 | 0.00% | −700−6.2% | 減碼 |
| Janney Montgomery Scott LLC | 10,311 | $78.5 萬 | 0.00% | +4,810+87.4% | 加碼 |
| JustInvest LLC | 10,258 | $78.1 萬 | 0.01% | +357+3.6% | 加碼 |
| Royal Bank of Canada | 10,226 | $77.9 萬 | 0.00% | −9,069−47.0% | 減碼 |
| RBF Capital, LLC | 10,000 | $76.2 萬 | 0.05% | 00.0% | 不變 |
| EMC Capital Management | 9,420 | $71.8 萬 | 0.43% | 00.0% | 不變 |
| Ritholtz Wealth Management | 8,943 | $68.1 萬 | 0.02% | −40.0% | 減碼 |
| Cresset Asset Management, LLC | 8,824 | $67.2 萬 | 0.00% | −1,079−10.9% | 減碼 |
| Bank of Montreal | 8,686 | $66.2 萬 | 0.00% | +2,025+30.4% | 加碼 |
| Captrust Financial Advisors | 8,646 | $65.9 萬 | 0.00% | +423+5.1% | 加碼 |
| HSBC Holdings PLC | 8,659 | $65.9 萬 | 0.00% | +152+1.8% | 加碼 |
| Headlands Technologies LLC | 8,641 | $65.8 萬 | 0.08% | +5,487+174.0% | 加碼 |
| Pictet Asset Management Holding SA | 8,208 | $62.5 萬 | 0.00% | +86+1.1% | 加碼 |
| Everence Capital Management Inc | 7,940 | $60.5 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 7,526 | $60.4 萬 | 0.00% | +7,151+1,906.9% | 加碼 |
| Mutual of America Capital Management LLC | 7,911 | $60.3 萬 | 0.01% | −367−4.4% | 減碼 |
| MML Investors Services, LLC | 7,840 | $59.7 萬 | 0.00% | +1,907+32.1% | 加碼 |
| Stifel Financial Corp | 7,633 | $58.1 萬 | 0.00% | −3,628−32.2% | 減碼 |
| Vestcor Inc | 7,441 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,165 | $54.6 萬 | 0.02% | +330+4.8% | 加碼 |
| Evergreen Capital Management LLC | 6,955 | $53.0 萬 | 0.02% | +376+5.7% | 加碼 |
| Quantinno Capital Management LP | 6,605 | $50.3 萬 | 0.00% | +2,529+62.0% | 加碼 |
| Banque Pictet & Cie SA | 6,434 | $49.0 萬 | 0.01% | +6,434 | 新進 |
| Kendall Capital Management | 6,395 | $48.7 萬 | 0.14% | +190+3.1% | 加碼 |
| Two Sigma Securities, LLC | 6,169 | $47.0 萬 | 0.07% | +6,169 | 新進 |
| Mercer Global Advisors Inc | 6,108 | $46.5 萬 | 0.00% | +123+2.1% | 加碼 |
| Verition Fund Management LLC | 6,058 | $46.1 萬 | 0.00% | −3,006−33.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,795 | $44.1 萬 | 0.00% | −205−3.4% | 減碼 |
| Cambria Investment Management, L.P. | 5,747 | $43.8 萬 | 0.03% | −160,762−96.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,703 | $43.4 萬 | 0.00% | −3,063−34.9% | 減碼 |
| Picton Mahoney Asset Management | 5,688 | $43.3 萬 | 0.01% | +5,671+33,358.8% | 加碼 |
| Isthmus Partners, LLC | 5,466 | $41.6 萬 | 0.05% | +81+1.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,434 | $41.4 萬 | 0.01% | −186−3.3% | 減碼 |
| Eqis Capital Management, Inc. | 5,246 | $40.0 萬 | 0.03% | −938−15.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,210 | $39.7 萬 | 0.00% | +476+10.1% | 加碼 |
| Atomi Financial Group, Inc. | 5,070 | $38.6 萬 | 0.02% | +42+0.8% | 加碼 |
| QRG Capital Management, Inc. | 5,055 | $38.5 萬 | 0.00% | +44+0.9% | 加碼 |
| Marathon Capital Management | 5,000 | $38.1 萬 | 0.10% | 00.0% | 不變 |
| Mariner, LLC | 4,900 | $37.3 萬 | 0.00% | +390+8.6% | 加碼 |
| Lido Advisors, LLC | 4,887 | $37.2 萬 | 0.00% | −137−2.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 4,718 | $35.9 萬 | 0.02% | −204−4.1% | 減碼 |
| Xponance, Inc. | 4,687 | $35.7 萬 | 0.00% | +152+3.4% | 加碼 |
| Amundi | 5,133 | $35.5 萬 | 0.00% | +5,133 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,547 | $34.6 萬 | 0.09% | +3,362+283.7% | 加碼 |
| TFG Advisers LLC | 4,381 | $33.4 萬 | 0.12% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 4,213 | $32.1 萬 | 0.00% | +4,213 | 新進 |
| Two Sigma Advisers, LP | 4,200 | $32.0 萬 | 0.00% | −600−12.5% | 減碼 |
| Navellier & Associates Inc | 3,990 | $31.5 萬 | 0.04% | −1,336−25.1% | 減碼 |
| New Age Alpha Advisors, LLC | 4,100 | $31.2 萬 | 0.01% | −3,581−46.6% | 減碼 |
| Cetera Investment Advisers | 4,033 | $30.7 萬 | 0.00% | +339+9.2% | 加碼 |