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 4 季 13F 持有人
Sanmina Corp 在 2025/12/31 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
- 451
- 較 2025 年第 3 季 +72 家
- 持有股數
- 5,470 萬
- 較 2025 年第 3 季 +111.8 萬 (+2.1%)
- 總市值
- $82.1 億
- 較 2025 年第 3 季 +$20.5 億 (+33.2%)
- 新進機構
- 107
- 另有 132 家加碼
- 清倉機構
- 35
- 另有 170 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,042 | $12.5 億 | 0.02% | +320,757+4.0% | 加碼 |
| FMR LLC | 6,888,702 | $10.3 億 | 0.05% | −669,547−8.9% | 減碼 |
| Vanguard Group Inc | 6,782,467 | $10.2 億 | 0.01% | −398,618−5.6% | 減碼 |
| Invesco Ltd. | 2,667,240 | $4.00 億 | 0.04% | +481,588+22.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,270,984 | $3.41 億 | 0.07% | −218,223−8.8% | 減碼 |
| State Street Corp | 2,105,710 | $3.16 億 | 0.01% | −53,483−2.5% | 減碼 |
| Geode Capital Management, LLC | 1,629,023 | $2.44 億 | 0.02% | +58,529+3.7% | 加碼 |
| Advanced Micro Devices Inc | 1,151,052 | $1.73 億 | 89.65% | +1,151,052 | 新進 |
| Morgan Stanley | 1,110,660 | $1.67 億 | 0.01% | −230,930−17.2% | 減碼 |
| Earnest Partners LLC | 866,104 | $1.30 億 | 0.56% | −117,431−11.9% | 減碼 |
| Bank of America Corp | 825,218 | $1.24 億 | 0.01% | −7,475−0.9% | 減碼 |
| Allianz Asset Management GmbH | 770,688 | $1.16 億 | 0.13% | −5,916−0.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 732,369 | $1.10 億 | 0.37% | +108,202+17.3% | 加碼 |
| Goldman Sachs Group Inc | 725,345 | $1.09 億 | 0.02% | −141,503−16.3% | 減碼 |
| Norges Bank | 678,024 | $1.02 億 | 0.01% | +678,024 | 新進 |
| Northern Trust Corp | 664,502 | $9,972 萬 | 0.01% | −38,737−5.5% | 減碼 |
| Fisher Asset Management, LLC | 650,173 | $9,757 萬 | 0.03% | +483,312+289.6% | 加碼 |
| Charles Schwab Investment Management Inc | 649,423 | $9,746 萬 | 0.02% | −5,460−0.8% | 減碼 |
| Frontier Capital Management Co LLC | 638,741 | $9,586 萬 | 1.02% | −153,337−19.4% | 減碼 |
| Nuveen, LLC | 580,931 | $8,718 萬 | 0.02% | −9,849−1.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 539,644 | $8,596 萬 | 0.14% | +165,805+44.4% | 加碼 |
| Global Alpha Capital Management Ltd. | 564,632 | $8,473 萬 | 5.17% | −251,259−30.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 483,900 | $7,262 萬 | 0.71% | −54,250−10.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 475,151 | $7,131 萬 | 0.04% | +291,016+158.0% | 加碼 |
| Marshall Wace, LLP | 428,519 | $6,431 萬 | 0.06% | +359,441+520.3% | 加碼 |
| Bank of New York Mellon Corp | 407,597 | $6,117 萬 | 0.01% | −558−0.1% | 減碼 |
| Alyeska Investment Group, L.P. | 356,035 | $5,343 萬 | 0.15% | +356,035 | 新進 |
| American Century Companies Inc | 355,837 | $5,340 萬 | 0.03% | +36,137+11.3% | 加碼 |
| Hennessy Advisors Inc | 336,800 | $5,054 萬 | 1.79% | −18,800−5.3% | 減碼 |
| New York State Common Retirement Fund | 326,880 | $4,905 萬 | 0.07% | −31,288−8.7% | 減碼 |
| SEI Investments Co | 315,210 | $4,730 萬 | 0.05% | +28,272+9.9% | 加碼 |
| Principal Financial Group Inc | 311,919 | $4,681 萬 | 0.02% | +20,462+7.0% | 加碼 |
| Wellington Management Group LLP | 291,785 | $4,379 萬 | 0.01% | +146,993+101.5% | 加碼 |
| Millennium Management LLC | 268,788 | $4,034 萬 | 0.03% | +257,198+2,219.1% | 加碼 |
| JPMorgan Chase & Co | 267,353 | $4,012 萬 | 0.00% | −297,064−52.6% | 減碼 |
| Panagora Asset Management Inc | 255,420 | $3,833 萬 | 0.14% | −10,075−3.8% | 減碼 |
| Wells Fargo & Company | 238,301 | $3,576 萬 | 0.01% | +15,015+6.7% | 加碼 |
| William Blair Investment Management, LLC | 229,362 | $3,442 萬 | 0.10% | −94,656−29.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 223,804 | $3,359 萬 | 0.02% | −60,540−21.3% | 減碼 |
| Qube Research & Technologies Ltd | 217,551 | $3,265 萬 | 0.05% | −153,719−41.4% | 減碼 |
| Public Sector Pension Investment Board | 214,502 | $3,219 萬 | 0.11% | −11,130−4.9% | 減碼 |
| UBS Group AG | 178,669 | $2,681 萬 | 0.01% | +63,980+55.8% | 加碼 |
| Victory Capital Management Inc | 165,842 | $2,489 萬 | 0.01% | −66,352−28.6% | 減碼 |
| Rhumbline Advisers | 148,124 | $2,223 萬 | 0.02% | −15,117−9.3% | 減碼 |
| Ameriprise Financial Inc | 145,871 | $2,189 萬 | 0.00% | +2,445+1.7% | 加碼 |
| Legal & General Group Plc | 141,943 | $2,130 萬 | 0.00% | −2,477−1.7% | 減碼 |
| Voya Investment Management LLC | 141,089 | $2,117 萬 | 0.02% | +129,013+1,068.3% | 加碼 |
| Lord, Abbett & Co. LLC | 137,044 | $2,057 萬 | 0.06% | +137,044 | 新進 |
| Bridgewater Associates, LP | 135,511 | $2,034 萬 | 0.07% | +62,058+84.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 131,068 | $1,967 萬 | 0.01% | −211,046−61.7% | 減碼 |
| Janus Henderson Group PLC | 127,571 | $1,915 萬 | 0.01% | −52,142−29.0% | 減碼 |
| LSV Asset Management | 126,900 | $1,904 萬 | 0.04% | −325,073−71.9% | 減碼 |
| Prudential Financial Inc | 124,743 | $1,872 萬 | 0.02% | +20,380+19.5% | 加碼 |
| Envestnet Asset Management Inc | 117,221 | $1,759 萬 | 0.01% | −10,518−8.2% | 減碼 |
| Natixis Advisors, L.P. | 116,134 | $1,743 萬 | 0.02% | +1,752+1.5% | 加碼 |
| Barclays PLC | 113,473 | $1,703 萬 | 0.01% | +34,494+43.7% | 加碼 |
| Swiss National Bank | 105,100 | $1,577 萬 | 0.01% | +1,400+1.4% | 加碼 |
| Alliancebernstein L.P. | 102,330 | $1,536 萬 | 0.00% | −657−0.6% | 減碼 |
| UBS Asset Management Americas Inc | 101,886 | $1,529 萬 | 0.00% | +593+0.6% | 加碼 |
| United Capital Management of KS, Inc. | 101,851 | $1,528 萬 | 2.14% | +599+0.6% | 加碼 |
| Price T Rowe Associates Inc | 83,194 | $1,249 萬 | 0.00% | +32,352+63.6% | 加碼 |
| AQR Capital Management LLC | 82,684 | $1,241 萬 | 0.01% | +4,750+6.1% | 加碼 |
| Raymond James Financial Inc | 78,577 | $1,179 萬 | 0.00% | −3,775−4.6% | 減碼 |
| Royce & Associates LP | 78,305 | $1,175 萬 | 0.12% | −188,206−70.6% | 減碼 |
| Creative Planning | 77,061 | $1,156 萬 | 0.01% | +9,745+14.5% | 加碼 |
| Phocas Financial Corp. | 74,346 | $1,116 萬 | 1.45% | −32,208−30.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 73,633 | $1,105 萬 | 0.03% | +15,047+25.7% | 加碼 |
| Assetmark, Inc | 72,668 | $1,091 萬 | 0.02% | −10,440−12.6% | 減碼 |
| Castleark Management LLC | 72,459 | $1,087 萬 | 0.32% | +16,385+29.2% | 加碼 |
| Hillsdale Investment Management Inc. | 72,010 | $1,081 萬 | 0.30% | −270−0.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 69,076 | $1,037 萬 | 0.03% | −13,458−16.3% | 減碼 |
| Portolan Capital Management, LLC | 66,589 | $999.3 萬 | 0.54% | +66,589 | 新進 |
| Teacher Retirement System of Texas | 64,153 | $962.7 萬 | 0.03% | −4,121−6.0% | 減碼 |
| Squarepoint Ops LLC | 63,471 | $952.5 萬 | 0.02% | −9,077−12.5% | 減碼 |
| Intech Investment Management LLC | 63,158 | $947.8 萬 | 0.08% | +3,666+6.2% | 加碼 |
| CastleKnight Management LP | 61,200 | $918.4 萬 | 0.52% | +61,200 | 新進 |
| Towle & Co | 58,546 | $878.6 萬 | 2.32% | −4,177−6.7% | 減碼 |
| Nicola Wealth Management Ltd. | 55,100 | $826.9 萬 | 0.75% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 52,787 | $792.2 萬 | 0.06% | 00.0% | 不變 |
| Stifel Financial Corp | 51,679 | $775.5 萬 | 0.01% | −4,407−7.9% | 減碼 |
| California State Teachers Retirement System | 50,319 | $755.1 萬 | 0.01% | −47−0.1% | 減碼 |
| Great West Life Assurance Co | 48,787 | $732.0 萬 | 0.01% | −5,211−9.7% | 減碼 |
| EAM Investors, LLC | 48,174 | $722.9 萬 | 0.81% | −968−2.0% | 減碼 |
| Bessemer Group Inc | 46,511 | $697.9 萬 | 0.01% | +46,217+15,720.1% | 加碼 |
| Ardsley Advisory Partners LP | 45,200 | $678.3 萬 | 0.86% | +45,200 | 新進 |
| Deutsche Bank AG | 44,116 | $662.0 萬 | 0.00% | +1,497+3.5% | 加碼 |
| Ellsworth Advisors, LLC | 37,371 | $651.8 萬 | 1.29% | +37,371 | 新進 |
| Gotham Asset Management, LLC | 42,338 | $635.4 萬 | 0.02% | −7,770−15.5% | 減碼 |
| Van Eck Associates Corp | 42,077 | $631.4 萬 | 0.01% | +42,077 | 新進 |
| Franklin Resources Inc | 41,772 | $626.9 萬 | 0.00% | −196,358−82.5% | 減碼 |
| Comerica Bank | 40,381 | $606.0 萬 | 0.02% | −13,717−25.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 40,063 | $601.2 萬 | 0.08% | +40,063 | 新進 |
| Thrivent Financial for Lutherans | 38,514 | $578.0 萬 | 0.01% | +73+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 38,095 | $571.7 萬 | 0.03% | +3,025+8.6% | 加碼 |
| Leuthold Group, LLC | 37,660 | $565.2 萬 | 0.61% | +168+0.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 37,379 | $560.9 萬 | 0.06% | +37,379 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,122 | $557.2 萬 | 0.01% | −80,355−68.4% | 減碼 |
| New York State Teachers Retirement System | 36,904 | $553.8 萬 | 0.01% | −397−1.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,391 | $546.1 萬 | 0.07% | −2,780−7.1% | 減碼 |
| Martingale Asset Management L P | 36,378 | $545.9 萬 | 0.14% | −10,967−23.2% | 減碼 |