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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 1,450 | $16.7 萬 | 0.01% | −50−3.3% | 減碼 |
| Shell Asset Management Co | 1,520 | $17.5 萬 | 0.02% | −2,470−61.9% | 減碼 |
| KBC Group NV | 1,579 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,637 | $18.6 萬 | 0.01% | +462+39.3% | 加碼 |
| CX Institutional | 1,707 | $19.6 萬 | 0.01% | +1,707 | 新進 |
| Rehmann Capital Advisory Group | 1,740 | $20.0 萬 | 0.01% | +1,740 | 新進 |
| Savvy Advisors, Inc. | 1,740 | $20.0 萬 | 0.01% | +1,740 | 新進 |
| Abel Hall, LLC | 1,745 | $20.1 萬 | 0.08% | +1,745 | 新進 |
| Kovitz Investment Group Partners, LLC | 1,759 | $20.2 萬 | 0.00% | +1,759 | 新進 |
| CWA Asset Management Group, LLC | 1,826 | $21.0 萬 | 0.01% | +1,826 | 新進 |
| Journey Strategic Wealth LLC | 1,850 | $21.3 萬 | 0.01% | +1,850 | 新進 |
| Tower Research Capital LLC (TRC) | 1,857 | $21.4 萬 | 0.01% | −4,713−71.7% | 減碼 |
| Brucke Financial, Inc. | 1,588 | $21.8 萬 | 0.13% | +1,588 | 新進 |
| Hohimer Wealth Management, LLC | 1,898 | $21.8 萬 | 0.03% | −526−21.7% | 減碼 |
| Savant Capital, LLC | 1,921 | $22.1 萬 | 0.00% | +1,921 | 新進 |
| Shelton Capital Management | 1,943 | $22.4 萬 | 0.00% | +1,943 | 新進 |
| Hilltop National Bank | 1,950 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,955 | $22.5 萬 | 0.00% | +1+0.1% | 加碼 |
| Longboard Asset Management, LP | 2,032 | $23.4 萬 | 0.38% | +2,032 | 新進 |
| Sterling Capital Management LLC | 2,056 | $23.7 萬 | 0.00% | +1,208+142.5% | 加碼 |
| DGS Capital Management, LLC | 2,187 | $25.2 萬 | 0.05% | +2,187 | 新進 |
| Fifth Third Wealth Advisors LLC | 2,195 | $25.3 萬 | 0.01% | +45+2.1% | 加碼 |
| Virginia Retirement Systems Et Al | 2,200 | $25.3 萬 | 0.00% | −200−8.3% | 減碼 |
| Inceptionr LLC | 2,289 | $26.3 萬 | 0.06% | −2,678−53.9% | 減碼 |
| Profund Advisors LLC | 2,378 | $27.4 萬 | 0.01% | −57−2.3% | 減碼 |
| Aristides Capital LLC | 2,430 | $28.0 萬 | 0.08% | −452−15.7% | 減碼 |
| Forum Financial Management, LP | 2,431 | $28.0 萬 | 0.00% | +239+10.9% | 加碼 |
| Swiss Life Asset Management Ltd | 2,435 | $28.0 萬 | 0.00% | +2,435 | 新進 |
| Sage Rhino Capital LLC | 2,493 | $28.7 萬 | 0.06% | −131−5.0% | 減碼 |
| Cerity Partners LLC | 2,630 | $30.3 萬 | 0.00% | −421−13.8% | 減碼 |
| Coldstream Capital Management Inc | 2,656 | $30.6 萬 | 0.00% | +2,656 | 新進 |
| HSBC Holdings PLC | 2,687 | $30.7 萬 | 0.00% | −5,408−66.8% | 減碼 |
| Unique Wealth Strategies, LLC | 2,670 | $30.7 萬 | 0.12% | +2,670 | 新進 |
| Virtu Financial LLC | 2,724 | $31.3 萬 | 0.02% | +2,724 | 新進 |
| Moloney Securities Asset Management, LLC | 2,744 | $31.6 萬 | 0.04% | −924−25.2% | 減碼 |
| First Bank & Trust | 2,751 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,753 | $31.7 萬 | 0.00% | +168+6.5% | 加碼 |
| QRG Capital Management, Inc. | 2,868 | $33.0 萬 | 0.00% | −2,135−42.7% | 減碼 |
| GAMMA Investing LLC | 2,959 | $34.1 萬 | 0.02% | +262+9.7% | 加碼 |
| Blair William & Co | 3,025 | $34.8 萬 | 0.00% | +3,025 | 新進 |
| HighTower Advisors, LLC | 3,096 | $35.6 萬 | 0.00% | +548+21.5% | 加碼 |
| Park Avenue Securities LLC | 3,180 | $36.6 萬 | 0.00% | −527−14.2% | 減碼 |
| Highland Capital Management, LLC | 3,221 | $37.1 萬 | 0.02% | −34−1.0% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 3,264 | $37.6 萬 | 0.17% | +86+2.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,371 | $38.8 萬 | 0.00% | +979+40.9% | 加碼 |
| FORA Capital, LLC | 3,401 | $39.1 萬 | 0.07% | +3,401 | 新進 |
| Mackenzie Financial Corp | 3,433 | $39.5 萬 | 0.00% | −211−5.8% | 減碼 |
| MML Investors Services, LLC | 3,442 | $39.6 萬 | 0.00% | −1,478−30.0% | 減碼 |
| Sanctuary Advisors, LLC | 3,478 | $40.0 萬 | 0.00% | −245−6.6% | 減碼 |
| Paulson Wealth Management Inc. | 3,494 | $40.2 萬 | 0.10% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,532 | $40.7 萬 | 0.00% | −73−2.0% | 減碼 |
| Tiaa Trust, National Association | 3,600 | $41.4 萬 | 0.00% | +195+5.7% | 加碼 |
| New Age Alpha Advisors, LLC | 3,624 | $41.7 萬 | 0.02% | −103−2.8% | 減碼 |
| Vise Technologies, Inc. | 3,625 | $41.7 萬 | 0.02% | +71+2.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,770 | $43.4 萬 | 0.01% | −99−2.6% | 減碼 |
| Mariner, LLC | 3,836 | $44.2 萬 | 0.00% | −1,611−29.6% | 減碼 |
| EMC Capital Management | 3,917 | $45.1 萬 | 0.21% | 00.0% | 不變 |
| CIBC World Markets Inc. | 3,960 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 3,988 | $45.9 萬 | 0.00% | +144+3.7% | 加碼 |
| Vident Advisory, LLC | 4,011 | $46.2 萬 | 0.00% | +17+0.4% | 加碼 |
| Xponance, Inc. | 4,132 | $47.6 萬 | 0.00% | −178−4.1% | 減碼 |
| Lido Advisors, LLC | 4,156 | $47.8 萬 | 0.00% | +140+3.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,216 | $48.5 萬 | 0.00% | −1,175−21.8% | 減碼 |
| Brevan Howard Capital Management LP | 4,359 | $50.2 萬 | 0.01% | −9,025−67.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,369 | $50.3 萬 | 0.02% | −970−18.2% | 減碼 |
| Two Sigma Advisers, LP | 4,600 | $53.0 萬 | 0.00% | +500+12.2% | 加碼 |
| Hantz Financial Services, Inc. | 4,648 | $53.5 萬 | 0.01% | −29,646−86.4% | 減碼 |
| Aviva PLC | 4,753 | $54.7 萬 | 0.00% | +4,753 | 新進 |
| Measured Wealth Private Client Group, LLC | 4,827 | $55.6 萬 | 0.15% | −639−11.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $56.2 萬 | 0.00% | 00.0% | 不變 |
| Navellier & Associates Inc | 4,910 | $56.5 萬 | 0.06% | +952+24.1% | 加碼 |
| RSM US Wealth Management LLC | 4,945 | $56.9 萬 | 0.01% | +1,319+36.4% | 加碼 |
| Marathon Capital Management | 5,000 | $57.6 萬 | 0.13% | 00.0% | 不變 |
| Meeder Asset Management Inc | 5,003 | $57.6 萬 | 0.03% | −23−0.5% | 減碼 |
| Ethic Inc. | 5,023 | $57.8 萬 | 0.01% | +5,023 | 新進 |
| Bank of Montreal | 5,098 | $58.7 萬 | 0.00% | −3,716−42.2% | 減碼 |
| Atomi Financial Group, Inc. | 5,200 | $59.9 萬 | 0.02% | −20−0.4% | 減碼 |
| Bailard, Inc. | 5,400 | $62.2 萬 | 0.01% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 5,574 | $64.2 萬 | 0.00% | +5,574 | 新進 |
| Royal Bank of Canada | 5,631 | $64.9 萬 | 0.00% | −394−6.5% | 減碼 |
| Allworth Financial LP | 5,795 | $66.7 萬 | 0.00% | +81+1.4% | 加碼 |
| Mutual of America Capital Management LLC | 5,969 | $68.7 萬 | 0.01% | −899−13.1% | 減碼 |
| Banque Pictet & Cie SA | 5,990 | $69.0 萬 | 0.01% | −39−0.6% | 減碼 |
| Susquehanna International Group, LLP | 6,001 | $69.1 萬 | 0.00% | −127,690−95.5% | 減碼 |
| Mercer Global Advisors Inc | 6,093 | $70.1 萬 | 0.00% | +431+7.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,646 | $70.9 萬 | 0.00% | +1,166+26.0% | 加碼 |
| Kendall Capital Management | 6,390 | $73.6 萬 | 0.17% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 6,432 | $73.7 萬 | 0.00% | +1,156+21.9% | 加碼 |
| Change Path, LLC | 6,497 | $74.8 萬 | 0.02% | −936−12.6% | 減碼 |
| ExodusPoint Capital Management, LP | 6,747 | $77.7 萬 | 0.01% | +6,747 | 新進 |
| Kesler, Norman & Wride, LLC | 10,288 | $77.9 萬 | 0.15% | −865−7.8% | 減碼 |
| EntryPoint Capital, LLC | 6,911 | $79.6 萬 | 0.31% | +538+8.4% | 加碼 |
| Cambria Investment Management, L.P. | 6,987 | $80.4 萬 | 0.05% | +1,395+24.9% | 加碼 |
| Toroso Investments, LLC | 7,116 | $81.9 萬 | 0.00% | +7,116 | 新進 |
| Pictet Asset Management Holding SA | 7,590 | $87.4 萬 | 0.00% | −502−6.2% | 減碼 |
| Maryland State Retirement & Pension System | 7,660 | $88.2 萬 | 0.02% | −8,052−51.2% | 減碼 |
| SG Americas Securities, LLC | 7,778 | $89.5 萬 | 0.00% | +4,128+113.1% | 加碼 |
| Mutual Advisors, LLC | 6,770 | $89.9 萬 | 0.02% | +6,770 | 新進 |
| First Citizens Bank & Trust Co | 7,841 | $90.3 萬 | 0.02% | −589−7.0% | 減碼 |
| CWM, LLC | 7,879 | $90.7 萬 | 0.00% | +6,136+352.0% | 加碼 |