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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 26,502 | $259.3 萬 | 0.00% | −154,255−85.3% | 減碼 |
| Oliver Luxxe Assets LLC | 26,372 | $258.0 萬 | 0.46% | +26,372 | 新進 |
| Gamco Investors, Inc. Et Al | 26,301 | $257.3 萬 | 0.03% | +26,301 | 新進 |
| Foster & Motley Inc | 26,291 | $257.2 萬 | 0.15% | +13,237+101.4% | 加碼 |
| Chase Investment Counsel Corp | 25,784 | $252.2 萬 | 0.81% | +25,784 | 新進 |
| O'Shaughnessy Asset Management, LLC | 25,384 | $248.3 萬 | 0.02% | +2,376+10.3% | 加碼 |
| Moran Wealth Management, LLC | 25,149 | $246.0 萬 | 0.08% | −3,534−12.3% | 減碼 |
| Louisiana State Employees Retirement System | 25,000 | $244.6 萬 | 0.04% | −600−2.3% | 減碼 |
| Bridgeway Capital Management, LLC | 24,000 | $234.8 萬 | 0.06% | +24,000 | 新進 |
| State of Wisconsin Investment Board | 23,626 | $231.1 萬 | 0.01% | −1,846−7.2% | 減碼 |
| Janus Henderson Group PLC | 23,558 | $230.4 萬 | 0.00% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 22,560 | $220.7 萬 | 0.00% | −18,147−44.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 22,302 | $218.2 萬 | 0.01% | −486−2.1% | 減碼 |
| Sora Investors LLC | 22,000 | $215.2 萬 | 0.19% | +22,000 | 新進 |
| Glenmede Investment Management, LP | 21,917 | $214.4 萬 | 0.01% | +21,917 | 新進 |
| Yousif Capital Management, LLC | 21,645 | $211.8 萬 | 0.02% | −173−0.8% | 減碼 |
| Atria Investments LLC | 21,287 | $208.3 萬 | 0.02% | +1,121+5.6% | 加碼 |
| Diversified Trust Co | 20,585 | $201.4 萬 | 0.04% | +247+1.2% | 加碼 |
| XTX Topco Ltd | 19,515 | $190.9 萬 | 0.08% | +7,629+64.2% | 加碼 |
| Avantax Advisory Services, Inc. | 18,472 | $180.7 萬 | 0.01% | −1,126−5.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,394 | $170.1 萬 | 0.01% | −1,353−7.2% | 減碼 |
| Ensign Peak Advisors, Inc | 17,355 | $169.8 萬 | 0.00% | −1,150−6.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 17,307 | $169.3 萬 | 0.21% | +17,307 | 新進 |
| Voya Investment Management LLC | 17,211 | $168.4 萬 | 0.00% | +90+0.5% | 加碼 |
| State of Tennessee, Treasury Department | 16,984 | $166.2 萬 | 0.01% | −4,267−20.1% | 減碼 |
| Delphi Management Inc | 15,944 | $156.0 萬 | 1.51% | −1,265−7.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,881 | $155.4 萬 | 0.00% | +2,420+18.0% | 加碼 |
| Arizona State Retirement System | 15,846 | $155.0 萬 | 0.01% | +398+2.6% | 加碼 |
| Maryland State Retirement & Pension System | 15,712 | $153.7 萬 | 0.03% | −129−0.8% | 減碼 |
| Andra AP-fonden | 15,373 | $150.4 萬 | 0.02% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,348 | $150.1 萬 | 0.03% | +1,319+9.4% | 加碼 |
| Amalgamated Bank | 15,256 | $149.2 萬 | 0.01% | −223−1.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,212 | $148.8 萬 | 0.01% | +2,002+15.2% | 加碼 |
| Quadrant Capital Group LLC | 14,721 | $144.0 萬 | 0.05% | −231−1.5% | 減碼 |
| Winton Group Ltd | 14,686 | $143.7 萬 | 0.07% | −73,829−83.4% | 減碼 |
| STRS Ohio | 14,600 | $142.8 萬 | 0.01% | −1,100−7.0% | 減碼 |
| Pacifica Partners Inc. | 14,519 | $142.4 萬 | 0.58% | −3,309−18.6% | 減碼 |
| Amundi | 13,711 | $138.8 萬 | 0.00% | +8,578+167.1% | 加碼 |
| Macquarie Group Ltd | 13,800 | $135.0 萬 | 0.00% | −39,200−74.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,726 | $134.3 萬 | 0.01% | +726+5.6% | 加碼 |
| Brevan Howard Capital Management LP | 13,384 | $130.9 萬 | 0.01% | +13,384 | 新進 |
| Jennison Associates LLC | 12,775 | $125.0 萬 | 0.00% | −8,686−40.5% | 減碼 |
| Integrated Quantitative Investments LLC | 12,570 | $123.0 萬 | 0.36% | +12,570 | 新進 |
| Oregon Public Employees Retirement Fund | 12,261 | $119.9 萬 | 0.02% | −200−1.6% | 減碼 |
| ProShare Advisors LLC | 12,115 | $118.5 萬 | 0.00% | −1,052−8.0% | 減碼 |
| SummerHaven Investment Management, LLC | 11,898 | $116.4 萬 | 0.76% | +189+1.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,831 | $115.7 萬 | 0.01% | +392+3.4% | 加碼 |
| KLP Kapitalforvaltning AS | 11,400 | $111.5 萬 | 0.00% | +800+7.5% | 加碼 |
| LPL Financial LLC | 11,375 | $111.3 萬 | 0.00% | −9,956−46.7% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,153 | $109.1 萬 | 0.19% | −187−1.6% | 減碼 |
| OP Asset Management Ltd | 11,153 | $109.1 萬 | 0.02% | −9,458−45.9% | 減碼 |
| Ritholtz Wealth Management | 11,122 | $108.8 萬 | 0.02% | +2,179+24.4% | 加碼 |
| Verition Fund Management LLC | 10,667 | $104.4 萬 | 0.01% | +4,609+76.1% | 加碼 |
| Quantinno Capital Management LP | 10,415 | $101.9 萬 | 0.00% | +3,810+57.7% | 加碼 |
| RBF Capital, LLC | 10,000 | $97.8 萬 | 0.05% | 00.0% | 不變 |
| United Capital Management of KS, Inc. | 10,000 | $97.8 萬 | 0.15% | +10,000 | 新進 |
| Janney Montgomery Scott LLC | 9,850 | $96.4 萬 | 0.00% | −461−4.5% | 減碼 |
| Commonwealth Equity Services, LLC | 9,736 | $95.2 萬 | 0.00% | −1,749−15.2% | 減碼 |
| JustInvest LLC | 9,625 | $94.2 萬 | 0.01% | −633−6.2% | 減碼 |
| SummitTX Capital, L.P. | 9,553 | $93.5 萬 | 0.04% | +9,553 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,087 | $88.9 萬 | 0.00% | +5,392+145.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 8,987 | $87.9 萬 | 0.00% | +3,284+57.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 8,912 | $87.2 萬 | 0.03% | +1,747+24.4% | 加碼 |
| Bank of Montreal | 8,814 | $86.2 萬 | 0.00% | +128+1.5% | 加碼 |
| Pathstone Holdings, LLC | 8,784 | $85.9 萬 | 0.00% | −3,817−30.3% | 減碼 |
| First Citizens Bank & Trust Co | 8,430 | $82.5 萬 | 0.01% | +5,602+198.1% | 加碼 |
| Cresset Asset Management, LLC | 8,373 | $81.9 萬 | 0.00% | −451−5.1% | 減碼 |
| Empower Advisory Group, LLC | 8,253 | $80.7 萬 | 0.00% | −15,946−65.9% | 減碼 |
| HSBC Holdings PLC | 8,095 | $79.2 萬 | 0.00% | −564−6.5% | 減碼 |
| Pictet Asset Management Holding SA | 8,092 | $79.2 萬 | 0.00% | −116−1.4% | 減碼 |
| Everence Capital Management Inc | 7,940 | $77.7 萬 | 0.05% | 00.0% | 不變 |
| Perbak Capital Partners LLP | 7,448 | $72.9 萬 | 0.16% | +7,448 | 新進 |
| Vestcor Inc | 7,441 | $72.8 萬 | 0.02% | 00.0% | 不變 |
| Change Path, LLC | 7,433 | $72.7 萬 | 0.02% | +7,433 | 新進 |
| Captrust Financial Advisors | 7,142 | $69.9 萬 | 0.00% | −1,504−17.4% | 減碼 |
| Evergreen Capital Management LLC | 7,008 | $68.6 萬 | 0.02% | +53+0.8% | 加碼 |
| Mutual of America Capital Management LLC | 6,868 | $67.2 萬 | 0.01% | −1,043−13.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,570 | $64.3 萬 | 0.02% | +5,670+630.0% | 加碼 |
| CIBC World Markets Corp | 6,443 | $63.0 萬 | 0.00% | −5,477−45.9% | 減碼 |
| Kendall Capital Management | 6,390 | $62.5 萬 | 0.17% | −5−0.1% | 減碼 |
| EntryPoint Capital, LLC | 6,373 | $62.3 萬 | 0.31% | +6,373 | 新進 |
| Royal Bank of Canada | 6,025 | $59.0 萬 | 0.00% | −4,201−41.1% | 減碼 |
| Banque Pictet & Cie SA | 6,029 | $59.0 萬 | 0.01% | −405−6.3% | 減碼 |
| Horizon Investments, LLC | 5,851 | $57.2 萬 | 0.01% | +5,851 | 新進 |
| Neuberger Berman Group LLC | 5,740 | $56.2 萬 | 0.00% | +1,527+36.2% | 加碼 |
| Allworth Financial LP | 5,714 | $55.9 萬 | 0.00% | −1,812−24.1% | 減碼 |
| Eqis Capital Management, Inc. | 5,683 | $55.6 萬 | 0.04% | +437+8.3% | 加碼 |
| Mercer Global Advisors Inc | 5,662 | $55.4 萬 | 0.00% | −446−7.3% | 減碼 |
| Cambria Investment Management, L.P. | 5,592 | $54.7 萬 | 0.04% | −155−2.7% | 減碼 |
| Isthmus Partners, LLC | 5,466 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 5,466 | $53.5 萬 | 0.16% | +2,057+60.3% | 加碼 |
| Mariner, LLC | 5,447 | $53.3 萬 | 0.00% | +547+11.2% | 加碼 |
| Bailard, Inc. | 5,400 | $52.8 萬 | 0.01% | +2,700+100.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,391 | $52.7 萬 | 0.00% | −404−7.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,339 | $52.2 萬 | 0.02% | −95−1.7% | 減碼 |
| Atomi Financial Group, Inc. | 5,220 | $51.1 萬 | 0.02% | +150+3.0% | 加碼 |
| Stifel Financial Corp | 5,187 | $50.7 萬 | 0.00% | −2,446−32.0% | 減碼 |
| Cetera Investment Advisers | 5,127 | $50.2 萬 | 0.00% | +1,094+27.1% | 加碼 |
| Meeder Asset Management Inc | 5,026 | $49.2 萬 | 0.03% | +3,848+326.7% | 加碼 |
| QRG Capital Management, Inc. | 5,003 | $48.9 萬 | 0.00% | −52−1.0% | 減碼 |