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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 7,909 | $91.0 萬 | 0.03% | −6,777−46.1% | 減碼 |
| Everence Capital Management Inc | 7,940 | $91.4 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 8,008 | $92.2 萬 | 0.00% | −1,079−11.9% | 減碼 |
| Captrust Financial Advisors | 8,148 | $93.8 萬 | 0.00% | +1,006+14.1% | 加碼 |
| Scientech Research LLC | 8,180 | $94.2 萬 | 0.33% | +8,180 | 新進 |
| Janney Montgomery Scott LLC | 8,272 | $95.2 萬 | 0.00% | −1,578−16.0% | 減碼 |
| Empower Advisory Group, LLC | 8,306 | $95.6 萬 | 0.00% | +53+0.6% | 加碼 |
| Cresset Asset Management, LLC | 8,419 | $96.9 萬 | 0.00% | +46+0.5% | 加碼 |
| Evergreen Capital Management LLC | 8,586 | $98.8 萬 | 0.02% | +1,578+22.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 8,985 | $103.4 萬 | 0.04% | +73+0.8% | 加碼 |
| Commonwealth Equity Services, LLC | 9,576 | $110.2 萬 | 0.00% | −160−1.6% | 減碼 |
| XTX Topco Ltd | 9,963 | $114.7 萬 | 0.06% | −9,552−48.9% | 減碼 |
| RBF Capital, LLC | 10,000 | $115.1 萬 | 0.05% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 10,043 | $115.6 萬 | 0.00% | +1,259+14.3% | 加碼 |
| JustInvest LLC | 10,052 | $115.7 萬 | 0.01% | +427+4.4% | 加碼 |
| Macquarie Group Ltd | 10,100 | $116.3 萬 | 0.00% | −3,700−26.8% | 減碼 |
| Vestcor Inc | 10,267 | $118.2 萬 | 0.04% | +2,826+38.0% | 加碼 |
| ProShare Advisors LLC | 10,300 | $118.6 萬 | 0.00% | −1,815−15.0% | 減碼 |
| Dark Forest Capital Management LP | 10,796 | $124.3 萬 | 0.05% | −49,817−82.2% | 減碼 |
| Jennison Associates LLC | 10,900 | $125.5 萬 | 0.00% | −1,875−14.7% | 減碼 |
| Quest Partners LLC | 10,995 | $126.6 萬 | 0.08% | +10,891+10,472.1% | 加碼 |
| KLP Kapitalforvaltning AS | 11,200 | $128.9 萬 | 0.01% | −200−1.8% | 減碼 |
| Los Angeles Capital Management LLC | 11,350 | $130.6 萬 | 0.00% | +11,350 | 新進 |
| SummitTX Capital, L.P. | 11,443 | $131.7 萬 | 0.05% | +1,890+19.8% | 加碼 |
| Walleye Trading LLC | 11,581 | $133.3 萬 | 0.02% | +10,996+1,879.7% | 加碼 |
| Millennium Management LLC | 11,590 | $133.4 萬 | 0.00% | −14,912−56.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 11,971 | $137.8 萬 | 0.02% | −290−2.4% | 減碼 |
| Voya Investment Management LLC | 12,076 | $139.0 萬 | 0.00% | −5,135−29.8% | 減碼 |
| Quantinno Capital Management LP | 12,319 | $141.8 萬 | 0.00% | +1,904+18.3% | 加碼 |
| Ensign Peak Advisors, Inc | 12,405 | $142.8 萬 | 0.00% | −4,950−28.5% | 減碼 |
| Integrated Quantitative Investments LLC | 12,570 | $144.7 萬 | 0.41% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 12,788 | $147.2 萬 | 0.00% | +12,788 | 新進 |
| Delphi Management Inc | 13,119 | $151.0 萬 | 1.40% | −2,825−17.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 13,240 | $152.4 萬 | 0.00% | +4,253+47.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,570 | $156.2 萬 | 0.01% | −156−1.1% | 減碼 |
| STRS Ohio | 13,800 | $158.9 萬 | 0.01% | −800−5.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,922 | $160.3 萬 | 0.01% | −1,290−8.5% | 減碼 |
| LPL Financial LLC | 14,000 | $161.2 萬 | 0.00% | +2,625+23.1% | 加碼 |
| Pacifica Partners Inc. | 14,423 | $168.0 萬 | 0.60% | −96−0.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 14,617 | $168.3 萬 | 0.01% | +2,786+23.5% | 加碼 |
| Quadrant Capital Group LLC | 14,738 | $169.6 萬 | 0.06% | +17+0.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,885 | $171.3 萬 | 0.03% | −463−3.0% | 減碼 |
| Empowered Funds, LLC | 15,093 | $173.7 萬 | 0.02% | −22,323−59.7% | 減碼 |
| Sora Investors LLC | 15,118 | $174.0 萬 | 0.16% | −6,882−31.3% | 減碼 |
| Amalgamated Bank | 15,307 | $176.2 萬 | 0.01% | +51+0.3% | 加碼 |
| State of Wisconsin Investment Board | 15,351 | $176.7 萬 | 0.00% | −8,275−35.0% | 減碼 |
| Andra AP-fonden | 15,373 | $177.0 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 15,498 | $178.4 萬 | 0.02% | +9,647+164.9% | 加碼 |
| Arizona State Retirement System | 15,804 | $181.9 萬 | 0.01% | −42−0.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 16,429 | $189.1 萬 | 0.32% | +16,429 | 新進 |
| Elo Mutual Pension Insurance Co | 16,849 | $193.9 萬 | 0.03% | +16,849 | 新進 |
| Ritholtz Wealth Management | 16,969 | $195.3 萬 | 0.04% | +5,847+52.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 16,985 | $195.5 萬 | 0.23% | −322−1.9% | 減碼 |
| Amundi | 14,258 | $199.6 萬 | 0.00% | +547+4.0% | 加碼 |
| Diversified Trust Co | 17,383 | $200.1 萬 | 0.04% | −3,202−15.6% | 減碼 |
| Yousif Capital Management, LLC | 17,905 | $206.1 萬 | 0.02% | −3,740−17.3% | 減碼 |
| Engineers Gate Manager LP | 18,349 | $211.2 萬 | 0.02% | +18,349 | 新進 |
| Glenmede Investment Management, LP | 18,389 | $211.7 萬 | 0.01% | −3,528−16.1% | 減碼 |
| Verition Fund Management LLC | 19,936 | $229.5 萬 | 0.01% | +9,269+86.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 20,054 | $230.8 萬 | 0.01% | −2,248−10.1% | 減碼 |
| Atria Investments LLC | 20,841 | $239.9 萬 | 0.03% | −446−2.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,190 | $243.9 萬 | 0.01% | +5,309+33.4% | 加碼 |
| State of Tennessee, Treasury Department | 21,237 | $244.5 萬 | 0.01% | +4,253+25.0% | 加碼 |
| Cetera Investment Advisers | 22,123 | $254.7 萬 | 0.00% | +16,996+331.5% | 加碼 |
| Citigroup Inc | 22,126 | $254.7 萬 | 0.00% | −33,340−60.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 22,481 | $258.8 萬 | 0.03% | −3,820−14.5% | 減碼 |
| Moran Wealth Management, LLC | 22,532 | $259.4 萬 | 0.08% | −2,617−10.4% | 減碼 |
| Wedge Capital Management L L P | 23,068 | $265.5 萬 | 0.04% | −4,861−17.4% | 減碼 |
| Massachusetts Financial Services Co | 24,148 | $278.0 萬 | 0.00% | +1,588+7.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,293 | $279.6 萬 | 0.00% | −4,392−15.3% | 減碼 |
| Louisiana State Employees Retirement System | 24,500 | $282.0 萬 | 0.05% | −500−2.0% | 減碼 |
| Lazard Asset Management LLC | 24,537 | $282.4 萬 | 0.00% | +24,537 | 新進 |
| Chase Investment Counsel Corp | 25,291 | $291.1 萬 | 0.86% | −493−1.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,745 | $296.4 萬 | 0.00% | −2,770−9.7% | 減碼 |
| Foster & Motley Inc | 26,101 | $300.4 萬 | 0.16% | −190−0.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,156 | $301.1 萬 | 0.07% | +26,156 | 新進 |
| State Board of Administration of Florida Retirement System | 26,659 | $306.9 萬 | 0.01% | −93−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 26,778 | $308.2 萬 | 0.04% | −1,429−5.1% | 減碼 |
| Oliver Luxxe Assets LLC | 26,906 | $309.7 萬 | 0.49% | +534+2.0% | 加碼 |
| Russell Investments Group, Ltd. | 27,797 | $320.0 萬 | 0.00% | −3,825−12.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 29,340 | $337.7 萬 | 0.01% | −2,100−6.7% | 減碼 |
| Bridgeway Capital Management, LLC | 29,600 | $340.7 萬 | 0.07% | +5,600+23.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 29,747 | $342.4 萬 | 0.03% | +12,353+71.0% | 加碼 |
| MetLife Investment Management | 30,379 | $349.7 萬 | 0.02% | −732−2.4% | 減碼 |
| First Trust Advisors LP | 32,901 | $378.7 萬 | 0.00% | −17,395−34.6% | 減碼 |
| Neuberger Berman Group LLC | 33,223 | $382.4 萬 | 0.00% | +27,483+478.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 35,070 | $403.7 萬 | 0.02% | +9,686+38.2% | 加碼 |
| Magnetar Financial LLC | 35,495 | $408.6 萬 | 0.02% | +35,495 | 新進 |
| Edgestream Partners, L.P. | 35,626 | $410.1 萬 | 0.12% | +35,626 | 新進 |
| New York State Teachers Retirement System | 37,301 | $429.4 萬 | 0.01% | −465−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 37,435 | $430.9 萬 | 0.01% | +4,382+13.3% | 加碼 |
| Leuthold Group, LLC | 37,492 | $431.6 萬 | 0.47% | +1,284+3.5% | 加碼 |
| Thrivent Financial for Lutherans | 38,441 | $442.5 萬 | 0.01% | −872−2.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 39,171 | $450.9 萬 | 0.05% | +3,117+8.6% | 加碼 |
| Deutsche Bank AG | 42,619 | $490.6 萬 | 0.00% | +4,816+12.7% | 加碼 |
| Twinbeech Capital LP | 42,747 | $492.1 萬 | 0.19% | +42,747 | 新進 |
| Campbell & CO Investment Adviser LLC | 44,010 | $506.6 萬 | 0.38% | +44,010 | 新進 |
| First Eagle Investment Management, LLC | 46,708 | $537.7 萬 | 0.01% | −25,864−35.6% | 減碼 |
| Martingale Asset Management L P | 47,345 | $545.0 萬 | 0.14% | −11,033−18.9% | 減碼 |
| EAM Investors, LLC | 49,142 | $556.5 萬 | 0.64% | +5,028+11.4% | 加碼 |