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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 4,049 | $60.8 萬 | 0.00% | +1,614+66.3% | 加碼 |
| Independent Financial Group, LLC | 4,082 | $61.3 萬 | 0.01% | +4,082 | 新進 |
| Caxton Associates LLP | 4,122 | $61.9 萬 | 0.01% | +4,122 | 新進 |
| Empower Advisory Group, LLC | 4,142 | $62.2 萬 | 0.00% | −4,164−50.1% | 減碼 |
| Virginia Retirement Systems Et Al | 4,150 | $62.3 萬 | 0.00% | +1,950+88.6% | 加碼 |
| Cambria Investment Management, L.P. | 4,186 | $62.8 萬 | 0.04% | −2,801−40.1% | 減碼 |
| Ethic Inc. | 4,192 | $62.9 萬 | 0.01% | −831−16.5% | 減碼 |
| Measured Wealth Private Client Group, LLC | 4,231 | $63.5 萬 | 0.17% | −596−12.3% | 減碼 |
| Ensign Peak Advisors, Inc | 4,255 | $63.9 萬 | 0.00% | −8,150−65.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,268 | $64.0 萬 | 0.00% | +52+1.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,317 | $64.8 萬 | 0.02% | −52−1.2% | 減碼 |
| Xponance, Inc. | 4,317 | $64.8 萬 | 0.00% | +185+4.5% | 加碼 |
| Simplex Trading, LLC | 4,328 | $65.0 萬 | 0.02% | +4,328 | 新進 |
| Brevan Howard Capital Management LP | 4,328 | $65.0 萬 | 0.01% | −31−0.7% | 減碼 |
| Atom Investors LP | 4,344 | $65.2 萬 | 0.05% | +4,344 | 新進 |
| Boothbay Fund Management, LLC | 4,522 | $67.9 萬 | 0.02% | −49,144−91.6% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,530 | $68.0 萬 | 0.14% | +4,530 | 新進 |
| Walleye Capital LLC | 4,588 | $68.9 萬 | 0.00% | +4,588 | 新進 |
| Odyssean, LLC | 4,765 | $71.5 萬 | 0.51% | +4,765 | 新進 |
| Bailard, Inc. | 4,779 | $71.7 萬 | 0.02% | −621−11.5% | 減碼 |
| Banque Pictet & Cie SA | 4,849 | $72.8 萬 | 0.01% | −1,141−19.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $73.2 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,886 | $73.3 萬 | 0.00% | −1,546−24.0% | 減碼 |
| Marathon Capital Management | 5,000 | $75.0 萬 | 0.16% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 5,022 | $75.4 萬 | 0.00% | +1,651+49.0% | 加碼 |
| Allworth Financial LP | 5,054 | $75.8 萬 | 0.00% | −741−12.8% | 減碼 |
| Man Group plc | 5,078 | $76.2 萬 | 0.00% | +5,078 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,922 | $76.3 萬 | 0.00% | −724−12.8% | 減碼 |
| Atomi Financial Group, Inc. | 5,199 | $78.0 萬 | 0.02% | −10.0% | 減碼 |
| RSM US Wealth Management LLC | 5,193 | $78.9 萬 | 0.01% | +248+5.0% | 加碼 |
| Canada Pension Plan Investment Board | 5,400 | $81.0 萬 | 0.00% | +5,400 | 新進 |
| Cerity Partners LLC | 5,640 | $84.6 萬 | 0.00% | +3,010+114.4% | 加碼 |
| Guggenheim Capital LLC | 5,771 | $86.6 萬 | 0.01% | +5,771 | 新進 |
| Kendall Capital Management | 5,940 | $89.1 萬 | 0.19% | −450−7.0% | 減碼 |
| Vise Technologies, Inc. | 6,003 | $90.1 萬 | 0.02% | +2,378+65.6% | 加碼 |
| Everence Capital Management Inc | 6,046 | $90.7 萬 | 0.05% | −1,894−23.9% | 減碼 |
| Bank of Montreal | 6,104 | $91.6 萬 | 0.00% | +1,006+19.7% | 加碼 |
| Mutual of America Capital Management LLC | 6,236 | $93.6 萬 | 0.01% | +267+4.5% | 加碼 |
| Sterling Capital Management LLC | 6,272 | $94.1 萬 | 0.02% | +4,216+205.1% | 加碼 |
| Mercer Global Advisors Inc | 6,435 | $96.6 萬 | 0.00% | +342+5.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,650 | $99.8 萬 | 0.23% | −9,779−59.5% | 減碼 |
| Mutual Advisors, LLC | 6,751 | $101.3 萬 | 0.02% | −19−0.3% | 減碼 |
| Change Path, LLC | 6,792 | $101.9 萬 | 0.02% | +295+4.5% | 加碼 |
| First Citizens Bank & Trust Co | 6,854 | $102.9 萬 | 0.02% | −987−12.6% | 減碼 |
| CWM, LLC | 6,855 | $102.9 萬 | 0.00% | −1,024−13.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,859 | $102.9 萬 | 0.00% | −1,149−14.3% | 減碼 |
| Bridgefront Capital, LLC | 7,245 | $108.7 萬 | 0.27% | +7,245 | 新進 |
| Janney Montgomery Scott LLC | 7,360 | $110.5 萬 | 0.00% | −912−11.0% | 減碼 |
| Captrust Financial Advisors | 7,509 | $112.7 萬 | 0.00% | −639−7.8% | 減碼 |
| Ausbil Investment Management Ltd | 7,914 | $118.8 萬 | 0.68% | +7,914 | 新進 |
| Pictet Asset Management Holding SA | 7,931 | $119.0 萬 | 0.00% | +341+4.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,852 | $119.2 萬 | 0.00% | +7,343+1,442.6% | 加碼 |
| Maryland State Retirement & Pension System | 7,989 | $119.9 萬 | 0.02% | +329+4.3% | 加碼 |
| Sphera Management Technology Funds Ltd | 8,000 | $120.1 萬 | 0.63% | +8,000 | 新進 |
| Legato Capital Management LLC | 8,213 | $123.3 萬 | 0.11% | +8,213 | 新進 |
| Sanctuary Advisors, LLC | 8,244 | $123.7 萬 | 0.01% | +4,766+137.0% | 加碼 |
| SG Americas Securities, LLC | 8,279 | $124.2 萬 | 0.00% | +501+6.4% | 加碼 |
| Jefferies Financial Group Inc. | 8,331 | $125.0 萬 | 0.01% | +8,331 | 新進 |
| XTX Topco Ltd | 8,374 | $125.7 萬 | 0.03% | −1,589−15.9% | 減碼 |
| Cresset Asset Management, LLC | 8,467 | $127.1 萬 | 0.01% | +48+0.6% | 加碼 |
| Evergreen Capital Management LLC | 8,648 | $129.8 萬 | 0.03% | +62+0.7% | 加碼 |
| Mariner, LLC | 8,909 | $134.0 萬 | 0.00% | +5,073+132.2% | 加碼 |
| Walleye Trading LLC | 8,980 | $134.8 萬 | 0.02% | −2,601−22.5% | 減碼 |
| Massachusetts Financial Services Co | 9,230 | $138.5 萬 | 0.00% | −14,918−61.8% | 減碼 |
| Level Four Advisory Services, LLC | 9,417 | $141.3 萬 | 0.05% | +9,417 | 新進 |
| JustInvest LLC | 9,599 | $144.1 萬 | 0.01% | −453−4.5% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 9,617 | $144.3 萬 | 0.05% | +632+7.0% | 加碼 |
| RBF Capital, LLC | 10,000 | $150.1 萬 | 0.07% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 10,017 | $150.3 萬 | 0.00% | +441+4.6% | 加碼 |
| Loomis Sayles & Co L P | 10,033 | $150.6 萬 | 0.00% | +10,033 | 新進 |
| Nomura Asset Management International Inc. | 10,100 | $151.6 萬 | 0.00% | +10,100 | 新進 |
| Credit Agricole S A | 10,113 | $151.8 萬 | 0.00% | +10,113 | 新進 |
| Sora Investors LLC | 10,117 | $151.8 萬 | 0.13% | −5,001−33.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 10,131 | $152.0 萬 | 0.00% | +8,854+693.3% | 加碼 |
| Delphi Management Inc | 10,277 | $154.2 萬 | 1.50% | −2,842−21.7% | 減碼 |
| Pathstone Holdings, LLC | 10,400 | $156.1 萬 | 0.01% | +357+3.6% | 加碼 |
| ProShare Advisors LLC | 10,476 | $157.2 萬 | 0.00% | +176+1.7% | 加碼 |
| Quest Partners LLC | 10,576 | $158.7 萬 | 0.09% | −419−3.8% | 減碼 |
| Jennison Associates LLC | 10,687 | $160.4 萬 | 0.00% | −213−2.0% | 減碼 |
| Los Angeles Capital Management LLC | 12,055 | $163.3 萬 | 0.01% | +705+6.2% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,121 | $166.9 萬 | 0.29% | +833+8.1% | 加碼 |
| KLP Kapitalforvaltning AS | 11,400 | $171.1 萬 | 0.01% | +200+1.8% | 加碼 |
| Lazard Asset Management LLC | 11,703 | $175.6 萬 | 0.00% | −12,834−52.3% | 減碼 |
| Horizon Investments, LLC | 11,828 | $177.5 萬 | 0.02% | −3,670−23.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 12,471 | $187.2 萬 | 0.02% | +500+4.2% | 加碼 |
| STRS Ohio | 12,700 | $190.6 萬 | 0.01% | −1,100−8.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,890 | $193.4 萬 | 0.02% | −9,591−42.7% | 減碼 |
| Amundi | 13,228 | $198.5 萬 | 0.00% | −1,030−7.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,496 | $202.5 萬 | 0.01% | −426−3.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,508 | $202.7 萬 | 0.01% | −62−0.5% | 減碼 |
| Somerset Group LLC | 13,493 | $207.0 萬 | 1.56% | +13,493 | 新進 |
| Quantinno Capital Management LP | 13,976 | $209.7 萬 | 0.00% | +1,657+13.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,101 | $211.6 萬 | 0.02% | −516−3.5% | 減碼 |
| Vestcor Inc | 14,451 | $216.9 萬 | 0.06% | +4,184+40.8% | 加碼 |
| Glenmede Trust Co NA | 14,462 | $217.0 萬 | 0.01% | +14,462 | 新進 |
| Quadrant Capital Group LLC | 14,571 | $218.7 萬 | 0.07% | −167−1.1% | 減碼 |
| Arizona State Retirement System | 14,775 | $221.7 萬 | 0.01% | −1,029−6.5% | 減碼 |
| Citadel Advisors LLC | 15,019 | $225.4 萬 | 0.00% | +15,019 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,031 | $225.6 萬 | 0.04% | +146+1.0% | 加碼 |
| Pacifica Partners Inc. | 14,193 | $226.1 萬 | 1.00% | −230−1.6% | 減碼 |