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 3 季 13F 持有人
Sanmina Corp 在 2025/9/30 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
- 384
- 較 2025 年第 2 季 +35 家
- 持有股數
- 5,361 萬
- 較 2025 年第 2 季 +120.9 萬 (+2.3%)
- 總市值
- $61.7 億
- 較 2025 年第 2 季 +$10.4 億 (+20.4%)
- 新進機構
- 66
- 另有 120 家加碼
- 清倉機構
- 31
- 另有 145 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,013,285 | $9.22 億 | 0.02% | −139,994−1.7% | 減碼 |
| FMR LLC | 7,558,249 | $8.70 億 | 0.05% | +1,752,291+30.2% | 加碼 |
| Vanguard Group Inc | 7,181,085 | $8.27 億 | 0.01% | −192,332−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,489,207 | $2.87 億 | 0.06% | −542,201−17.9% | 減碼 |
| Invesco Ltd. | 2,185,652 | $2.52 億 | 0.04% | +933,974+74.6% | 加碼 |
| State Street Corp | 2,159,193 | $2.49 億 | 0.01% | −1,916−0.1% | 減碼 |
| Geode Capital Management, LLC | 1,570,494 | $1.81 億 | 0.01% | −4,500−0.3% | 減碼 |
| Morgan Stanley | 1,341,590 | $1.54 億 | 0.01% | +292,528+27.9% | 加碼 |
| Earnest Partners LLC | 983,535 | $1.13 億 | 0.49% | −43,230−4.2% | 減碼 |
| Goldman Sachs Group Inc | 866,848 | $9,978 萬 | 0.01% | +491,607+131.0% | 加碼 |
| Bank of America Corp | 832,693 | $9,585 萬 | 0.01% | −4,430−0.5% | 減碼 |
| Global Alpha Capital Management Ltd. | 815,891 | $9,392 萬 | 5.37% | −53,000−6.1% | 減碼 |
| Frontier Capital Management Co LLC | 792,078 | $9,118 萬 | 0.82% | −439,806−35.7% | 減碼 |
| Allianz Asset Management GmbH | 776,604 | $8,939 萬 | 0.11% | +27,384+3.7% | 加碼 |
| Northern Trust Corp | 703,239 | $8,095 萬 | 0.01% | −21,770−3.0% | 減碼 |
| Charles Schwab Investment Management Inc | 654,883 | $7,538 萬 | 0.01% | +51,981+8.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 624,167 | $7,185 萬 | 0.24% | −112,428−15.3% | 減碼 |
| Nuveen, LLC | 590,780 | $6,800 萬 | 0.02% | −33,858−5.4% | 減碼 |
| JPMorgan Chase & Co | 564,417 | $6,497 萬 | 0.00% | −38,234−6.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 538,150 | $6,195 萬 | 0.56% | +538,150 | 新進 |
| LSV Asset Management | 451,973 | $5,203 萬 | 0.11% | −859,832−65.5% | 減碼 |
| Bank of New York Mellon Corp | 408,155 | $4,698 萬 | 0.01% | −67,782−14.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 373,839 | $4,356 萬 | 0.07% | +168,376+81.9% | 加碼 |
| Qube Research & Technologies Ltd | 371,270 | $4,274 萬 | 0.06% | +289,558+354.4% | 加碼 |
| New York State Common Retirement Fund | 358,168 | $4,123 萬 | 0.05% | +2,260+0.6% | 加碼 |
| Hennessy Advisors Inc | 355,600 | $4,093 萬 | 1.41% | +355,600 | 新進 |
| D. E. Shaw & Co., Inc. | 342,114 | $3,938 萬 | 0.03% | −93,758−21.5% | 減碼 |
| William Blair Investment Management, LLC | 324,018 | $3,730 萬 | 0.10% | −19,715−5.7% | 減碼 |
| American Century Companies Inc | 319,700 | $3,680 萬 | 0.02% | −105,296−24.8% | 減碼 |
| Principal Financial Group Inc | 291,457 | $3,355 萬 | 0.02% | +26,379+10.0% | 加碼 |
| SEI Investments Co | 286,938 | $3,303 萬 | 0.04% | +2,981+1.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 284,344 | $3,273 萬 | 0.02% | +284,344 | 新進 |
| Oribel Capital Management, LP | 270,900 | $3,118 萬 | 3.64% | +51,100+23.2% | 加碼 |
| Royce & Associates LP | 266,511 | $3,068 萬 | 0.31% | −69,450−20.7% | 減碼 |
| Panagora Asset Management Inc | 265,495 | $3,056 萬 | 0.12% | −51,777−16.3% | 減碼 |
| Franklin Resources Inc | 238,130 | $2,741 萬 | 0.01% | −1,448,137−85.9% | 減碼 |
| Victory Capital Management Inc | 232,194 | $2,673 萬 | 0.02% | −58,284−20.1% | 減碼 |
| Public Sector Pension Investment Board | 225,632 | $2,597 萬 | 0.10% | +43,409+23.8% | 加碼 |
| Wells Fargo & Company | 223,286 | $2,570 萬 | 0.01% | −25,777−10.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 184,135 | $2,120 萬 | 0.01% | +184,135 | 新進 |
| Janus Henderson Group PLC | 179,713 | $2,069 萬 | 0.01% | +156,155+662.9% | 加碼 |
| Fisher Asset Management, LLC | 166,861 | $1,921 萬 | 0.01% | +166,861 | 新進 |
| Rhumbline Advisers | 163,241 | $1,879 萬 | 0.02% | +4,031+2.5% | 加碼 |
| Wellington Management Group LLP | 144,792 | $1,667 萬 | 0.00% | +144,792 | 新進 |
| Legal & General Group Plc | 144,420 | $1,662 萬 | 0.00% | −5,945−4.0% | 減碼 |
| Ameriprise Financial Inc | 143,426 | $1,651 萬 | 0.00% | −13,006−8.3% | 減碼 |
| Envestnet Asset Management Inc | 127,739 | $1,470 萬 | 0.00% | −18,928−12.9% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 117,477 | $1,352 萬 | 0.02% | −58,082−33.1% | 減碼 |
| UBS Group AG | 114,689 | $1,320 萬 | 0.00% | −42,096−26.8% | 減碼 |
| Natixis Advisors, L.P. | 114,382 | $1,317 萬 | 0.02% | +79,966+232.4% | 加碼 |
| Phocas Financial Corp. | 106,554 | $1,227 萬 | 1.59% | +18,892+21.6% | 加碼 |
| Prudential Financial Inc | 104,363 | $1,201 萬 | 0.01% | −92,270−46.9% | 減碼 |
| Swiss National Bank | 103,700 | $1,194 萬 | 0.01% | 00.0% | 不變 |
| Alliancebernstein L.P. | 102,987 | $1,185 萬 | 0.00% | −18,038−14.9% | 減碼 |
| UBS Asset Management Americas Inc | 101,293 | $1,166 萬 | 0.00% | −72,285−41.6% | 減碼 |
| United Capital Management of KS, Inc. | 101,252 | $1,166 萬 | 1.59% | +91,252+912.5% | 加碼 |
| Jane Street Group, LLC | 91,089 | $1,049 萬 | 0.01% | +31,958+54.0% | 加碼 |
| SG Capital Management LLC | 87,399 | $1,006 萬 | 1.01% | +87,399 | 新進 |
| Assetmark, Inc | 83,108 | $956.7 萬 | 0.02% | −2,971−3.5% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 82,534 | $950.0 萬 | 0.03% | +1,968+2.4% | 加碼 |
| Raymond James Financial Inc | 82,352 | $948.0 萬 | 0.00% | +6,148+8.1% | 加碼 |
| Barclays PLC | 78,979 | $909.1 萬 | 0.00% | −79,064−50.0% | 減碼 |
| AQR Capital Management LLC | 77,934 | $897.1 萬 | 0.01% | −5,553−6.7% | 減碼 |
| Bridgewater Associates, LP | 73,453 | $845.5 萬 | 0.03% | −7,713−9.5% | 減碼 |
| Squarepoint Ops LLC | 72,548 | $835.1 萬 | 0.02% | +15,678+27.6% | 加碼 |
| Hillsdale Investment Management Inc. | 72,280 | $832.0 萬 | 0.25% | +7,200+11.1% | 加碼 |
| Marshall Wace, LLP | 69,078 | $795.2 萬 | 0.01% | −117,504−63.0% | 減碼 |
| Teacher Retirement System of Texas | 68,274 | $785.9 萬 | 0.03% | −15,504−18.5% | 減碼 |
| Creative Planning | 67,316 | $774.9 萬 | 0.01% | +21,051+45.5% | 加碼 |
| Towle & Co | 62,723 | $722.0 萬 | 1.82% | +62,723 | 新進 |
| Intech Investment Management LLC | 59,492 | $684.8 萬 | 0.06% | +4,377+7.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 58,586 | $674.4 萬 | 0.02% | +31,417+115.6% | 加碼 |
| Stifel Financial Corp | 56,086 | $645.6 萬 | 0.01% | +50,899+981.3% | 加碼 |
| Castleark Management LLC | 56,074 | $645.5 萬 | 0.18% | +56,074 | 新進 |
| State of Alaska, Department of Revenue | 55,803 | $642.2 萬 | 0.07% | −42,451−43.2% | 減碼 |
| Algert Global LLC | 55,620 | $640.2 萬 | 0.11% | −73,851−57.0% | 減碼 |
| Nicola Wealth Management Ltd. | 55,100 | $634.2 萬 | 0.56% | 00.0% | 不變 |
| Comerica Bank | 54,098 | $622.7 萬 | 0.02% | −31,674−36.9% | 減碼 |
| Boothbay Fund Management, LLC | 53,666 | $617.7 萬 | 0.16% | +11,966+28.7% | 加碼 |
| Great West Life Assurance Co | 53,998 | $612.9 萬 | 0.01% | +4,724+9.6% | 加碼 |
| Great Lakes Advisors, LLC | 52,787 | $607.6 萬 | 0.05% | −5,556−9.5% | 減碼 |
| Price T Rowe Associates Inc | 50,842 | $585.3 萬 | 0.00% | +2,486+5.1% | 加碼 |
| California State Teachers Retirement System | 50,366 | $579.8 萬 | 0.01% | +30.0% | 加碼 |
| Gotham Asset Management, LLC | 50,108 | $576.8 萬 | 0.03% | +50,108 | 新進 |
| EAM Investors, LLC | 49,142 | $556.5 萬 | 0.64% | +5,028+11.4% | 加碼 |
| Martingale Asset Management L P | 47,345 | $545.0 萬 | 0.14% | −11,033−18.9% | 減碼 |
| First Eagle Investment Management, LLC | 46,708 | $537.7 萬 | 0.01% | −25,864−35.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 44,010 | $506.6 萬 | 0.38% | +44,010 | 新進 |
| Twinbeech Capital LP | 42,747 | $492.1 萬 | 0.19% | +42,747 | 新進 |
| Deutsche Bank AG | 42,619 | $490.6 萬 | 0.00% | +4,816+12.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 39,171 | $450.9 萬 | 0.05% | +3,117+8.6% | 加碼 |
| Thrivent Financial for Lutherans | 38,441 | $442.5 萬 | 0.01% | −872−2.2% | 減碼 |
| Leuthold Group, LLC | 37,492 | $431.6 萬 | 0.47% | +1,284+3.5% | 加碼 |
| Assenagon Asset Management S.A. | 37,435 | $430.9 萬 | 0.01% | +4,382+13.3% | 加碼 |
| New York State Teachers Retirement System | 37,301 | $429.4 萬 | 0.01% | −465−1.2% | 減碼 |
| Edgestream Partners, L.P. | 35,626 | $410.1 萬 | 0.12% | +35,626 | 新進 |
| Magnetar Financial LLC | 35,495 | $408.6 萬 | 0.02% | +35,495 | 新進 |
| O'Shaughnessy Asset Management, LLC | 35,070 | $403.7 萬 | 0.02% | +9,686+38.2% | 加碼 |
| Neuberger Berman Group LLC | 33,223 | $382.4 萬 | 0.00% | +27,483+478.8% | 加碼 |
| First Trust Advisors LP | 32,901 | $378.7 萬 | 0.00% | −17,395−34.6% | 減碼 |