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 2 季 13F 持有人
Sanmina Corp 在 2025/6/30 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
- 356
- 較 2025 年第 1 季 +33 家
- 持有股數
- 5,308 萬
- 較 2025 年第 1 季 +137.0 萬 (+2.6%)
- 總市值
- $51.9 億
- 較 2025 年第 1 季 +$12.5 億 (+31.8%)
- 新進機構
- 60
- 另有 116 家加碼
- 清倉機構
- 27
- 另有 135 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 83,487 | $816.8 萬 | 0.01% | −6,253−7.0% | 減碼 |
| Teacher Retirement System of Texas | 83,778 | $819.6 萬 | 0.03% | −14,393−14.7% | 減碼 |
| Comerica Bank | 85,772 | $839.1 萬 | 0.03% | +8,542+11.1% | 加碼 |
| Assetmark, Inc | 86,079 | $842.1 萬 | 0.02% | −7,325−7.8% | 減碼 |
| Phocas Financial Corp. | 87,662 | $857.6 萬 | 1.23% | +130.0% | 加碼 |
| State of Alaska, Department of Revenue | 98,254 | $961.1 萬 | 0.10% | +11,739+13.6% | 加碼 |
| Swiss National Bank | 103,700 | $1,014 萬 | 0.01% | −800−0.8% | 減碼 |
| Alliancebernstein L.P. | 121,025 | $1,184 萬 | 0.00% | +4,219+3.6% | 加碼 |
| Algert Global LLC | 129,471 | $1,267 萬 | 0.27% | +39,381+43.7% | 加碼 |
| Susquehanna International Group, LLP | 133,691 | $1,308 萬 | 0.02% | +62,717+88.4% | 加碼 |
| Envestnet Asset Management Inc | 146,667 | $1,435 萬 | 0.00% | +3,856+2.7% | 加碼 |
| Legal & General Group Plc | 150,365 | $1,471 萬 | 0.00% | −4,437−2.9% | 減碼 |
| Ameriprise Financial Inc | 156,432 | $1,531 萬 | 0.00% | −7,143−4.4% | 減碼 |
| UBS Group AG | 156,785 | $1,534 萬 | 0.00% | −19,879−11.3% | 減碼 |
| Barclays PLC | 158,043 | $1,546 萬 | 0.01% | +42,873+37.2% | 加碼 |
| Rhumbline Advisers | 159,210 | $1,558 萬 | 0.01% | −1,337−0.8% | 減碼 |
| UBS Asset Management Americas Inc | 173,578 | $1,698 萬 | 0.00% | +47,291+37.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 175,559 | $1,717 萬 | 0.03% | +2,451+1.4% | 加碼 |
| Public Sector Pension Investment Board | 182,223 | $1,783 萬 | 0.08% | +9,915+5.8% | 加碼 |
| Marshall Wace, LLP | 186,582 | $1,825 萬 | 0.02% | +145,136+350.2% | 加碼 |
| Prudential Financial Inc | 196,633 | $1,924 萬 | 0.02% | +7,564+4.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 205,463 | $2,024 萬 | 0.03% | +105,736+106.0% | 加碼 |
| Oribel Capital Management, LP | 219,800 | $2,150 萬 | 1.14% | +219,800 | 新進 |
| Wells Fargo & Company | 249,063 | $2,437 萬 | 0.01% | −9,545−3.7% | 減碼 |
| Principal Financial Group Inc | 265,078 | $2,593 萬 | 0.01% | −26,653−9.1% | 減碼 |
| SEI Investments Co | 283,957 | $2,778 萬 | 0.03% | +33,386+13.3% | 加碼 |
| Victory Capital Management Inc | 290,478 | $2,842 萬 | 0.02% | −70,479−19.5% | 減碼 |
| Panagora Asset Management Inc | 317,272 | $3,104 萬 | 0.14% | +6,710+2.2% | 加碼 |
| Royce & Associates LP | 335,961 | $3,287 萬 | 0.34% | −55,014−14.1% | 減碼 |
| William Blair Investment Management, LLC | 343,733 | $3,363 萬 | 0.09% | −28,098−7.6% | 減碼 |
| New York State Common Retirement Fund | 355,908 | $3,482 萬 | 0.05% | −1,592−0.4% | 減碼 |
| Goldman Sachs Group Inc | 375,241 | $3,671 萬 | 0.01% | −26,019−6.5% | 減碼 |
| American Century Companies Inc | 424,996 | $4,158 萬 | 0.02% | −205,780−32.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 435,872 | $4,264 萬 | 0.04% | −147,708−25.3% | 減碼 |
| Bank of New York Mellon Corp | 475,937 | $4,656 萬 | 0.01% | +12,084+2.6% | 加碼 |
| JPMorgan Chase & Co | 602,651 | $5,896 萬 | 0.00% | −47,069−7.2% | 減碼 |
| Charles Schwab Investment Management Inc | 602,902 | $5,898 萬 | 0.01% | −3,008−0.5% | 減碼 |
| Nuveen, LLC | 624,638 | $6,111 萬 | 0.02% | −38,401−5.8% | 減碼 |
| Norges Bank | 650,830 | $6,367 萬 | 0.01% | 00.0% | 不變 |
| Northern Trust Corp | 725,009 | $7,093 萬 | 0.01% | −56,494−7.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 736,595 | $7,206 萬 | 0.26% | +258,387+54.0% | 加碼 |
| Allianz Asset Management GmbH | 749,220 | $7,330 萬 | 0.10% | +33,865+4.7% | 加碼 |
| Bank of America Corp | 837,123 | $8,190 萬 | 0.01% | −42,663−4.8% | 減碼 |
| Global Alpha Capital Management Ltd. | 868,891 | $8,500 萬 | 5.30% | +54,200+6.7% | 加碼 |
| Earnest Partners LLC | 1,026,765 | $1.00 億 | 0.45% | −9,612−0.9% | 減碼 |
| Morgan Stanley | 1,049,062 | $1.03 億 | 0.01% | −128,835−10.9% | 減碼 |
| Frontier Capital Management Co LLC | 1,231,884 | $1.21 億 | 1.12% | +213,025+20.9% | 加碼 |
| Invesco Ltd. | 1,251,678 | $1.22 億 | 0.02% | +372,829+42.4% | 加碼 |
| LSV Asset Management | 1,311,805 | $1.28 億 | 0.30% | −180,670−12.1% | 減碼 |
| Geode Capital Management, LLC | 1,574,994 | $1.54 億 | 0.01% | −22,655−1.4% | 減碼 |
| Franklin Resources Inc | 1,686,267 | $1.65 億 | 0.04% | −562,314−25.0% | 減碼 |
| State Street Corp | 2,161,109 | $2.11 億 | 0.01% | −58,311−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 3,031,408 | $2.97 億 | 0.07% | −363,617−10.7% | 減碼 |
| FMR LLC | 5,805,958 | $5.68 億 | 0.03% | +2,662,049+84.7% | 加碼 |
| Vanguard Group Inc | 7,373,417 | $7.21 億 | 0.01% | −11,647−0.2% | 減碼 |
| BlackRock, Inc. | 8,153,279 | $7.98 億 | 0.02% | −527,942−6.1% | 減碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −97,790−100.0% | 清倉 |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −72,507−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −49,700−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −37,694−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,414−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −28,071−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −27,997−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −21,200−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −19,452−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −16,414−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,641−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,547−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,883−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,583−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,339−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,099−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,072−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,818−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −718−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −405−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −139−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |