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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 15,377 | $230.8 萬 | 0.00% | −31,331−67.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 15,500 | $232.6 萬 | 0.00% | +2,260+17.1% | 加碼 |
| Bosman Wealth Management, LLC | 15,634 | $234.6 萬 | 1.93% | +15,634 | 新進 |
| Integrated Quantitative Investments LLC | 15,705 | $235.7 萬 | 0.51% | +3,135+24.9% | 加碼 |
| Amalgamated Bank | 15,787 | $236.9 萬 | 0.02% | +480+3.1% | 加碼 |
| Citigroup Inc | 15,975 | $239.7 萬 | 0.00% | −6,151−27.8% | 減碼 |
| Diversified Trust Co | 16,105 | $241.7 萬 | 0.04% | −1,278−7.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 16,574 | $248.7 萬 | 0.28% | −411−2.4% | 減碼 |
| Oliver Luxxe Assets LLC | 16,705 | $250.7 萬 | 0.38% | −10,201−37.9% | 減碼 |
| Capital Fund Management S.A. | 16,885 | $253.4 萬 | 0.02% | +16,885 | 新進 |
| Edgestream Partners, L.P. | 17,776 | $266.8 萬 | 0.08% | −17,850−50.1% | 減碼 |
| Moody Aldrich Partners LLC | 18,015 | $270.4 萬 | 0.50% | +18,015 | 新進 |
| Verition Fund Management LLC | 18,214 | $273.3 萬 | 0.01% | −1,722−8.6% | 減碼 |
| Yousif Capital Management, LLC | 15,731 | $274.9 萬 | 0.03% | −2,174−12.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,052 | $285.9 萬 | 0.01% | −1,002−5.0% | 減碼 |
| Wedge Capital Management L L P | 19,557 | $293.5 萬 | 0.05% | −3,511−15.2% | 減碼 |
| Assenagon Asset Management S.A. | 19,573 | $293.7 萬 | 0.00% | −17,862−47.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,702 | $295.7 萬 | 0.01% | −1,488−7.0% | 減碼 |
| Occam Crest Management LP | 20,000 | $300.1 萬 | 2.15% | +20,000 | 新進 |
| Ritholtz Wealth Management | 20,023 | $300.5 萬 | 0.05% | +3,054+18.0% | 加碼 |
| Atria Investments LLC | 20,210 | $303.3 萬 | 0.03% | −631−3.0% | 減碼 |
| State of Tennessee, Treasury Department | 21,743 | $308.1 萬 | 0.01% | +506+2.4% | 加碼 |
| Liontrust Investment Partners LLP | 21,006 | $315.2 萬 | 0.05% | +21,006 | 新進 |
| Moran Wealth Management, LLC | 21,219 | $318.4 萬 | 0.10% | −1,313−5.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 21,570 | $323.7 萬 | 0.01% | −7,770−26.5% | 減碼 |
| Bridgeway Capital Management, LLC | 21,800 | $327.2 萬 | 0.07% | −7,800−26.4% | 減碼 |
| Cetera Investment Advisers | 22,295 | $334.6 萬 | 0.00% | +172+0.8% | 加碼 |
| De Lisle Partners LLP | 24,000 | $360.4 萬 | 0.46% | +24,000 | 新進 |
| Nicholas Investment Partners, LP | 24,286 | $364.5 萬 | 0.27% | +24,286 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,312 | $364.9 萬 | 0.01% | +19+0.1% | 加碼 |
| Louisiana State Employees Retirement System | 25,000 | $375.2 萬 | 0.06% | +500+2.0% | 加碼 |
| Acadian Asset Management LLC | 25,192 | $377.3 萬 | 0.01% | +25,192 | 新進 |
| State Board of Administration of Florida Retirement System | 25,223 | $378.5 萬 | 0.01% | −1,436−5.4% | 減碼 |
| Algert Global LLC | 25,380 | $380.9 萬 | 0.06% | −30,240−54.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,410 | $381.4 萬 | 0.00% | −335−1.3% | 減碼 |
| Foster & Motley Inc | 25,890 | $388.5 萬 | 0.21% | −211−0.8% | 減碼 |
| Chase Investment Counsel Corp | 26,621 | $399.5 萬 | 1.12% | +1,330+5.3% | 加碼 |
| Illinois Municipal Retirement Fund | 26,674 | $400.3 萬 | 0.05% | −104−0.4% | 減碼 |
| Renaissance Technologies LLC | 26,833 | $402.7 萬 | 0.01% | +26,833 | 新進 |
| Susquehanna International Group, LLP | 27,557 | $413.5 萬 | 0.01% | +21,556+359.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 27,677 | $415.4 萬 | 0.03% | −2,070−7.0% | 減碼 |
| LPL Financial LLC | 27,738 | $416.3 萬 | 0.00% | +13,738+98.1% | 加碼 |
| Russell Investments Group, Ltd. | 28,740 | $431.3 萬 | 0.00% | +943+3.4% | 加碼 |
| First Trust Advisors LP | 28,743 | $431.3 萬 | 0.00% | −4,158−12.6% | 減碼 |
| MetLife Investment Management | 28,763 | $431.6 萬 | 0.02% | −1,616−5.3% | 減碼 |
| Freestone Grove Partners LP | 28,913 | $433.9 萬 | 0.03% | +28,913 | 新進 |
| State of Alaska, Department of Revenue | 30,430 | $456.6 萬 | 0.05% | −25,373−45.5% | 減碼 |
| Neuberger Berman Group LLC | 30,838 | $462.8 萬 | 0.00% | −2,385−7.2% | 減碼 |
| Royal Bank of Canada | 33,645 | $504.8 萬 | 0.00% | +28,014+497.5% | 加碼 |
| Toroso Investments, LLC | 34,685 | $520.5 萬 | 0.02% | +27,569+387.4% | 加碼 |
| Asset Management One Co.,Ltd. | 34,320 | $527.2 萬 | 0.01% | +21,532+168.4% | 加碼 |
| Martingale Asset Management L P | 36,378 | $545.9 萬 | 0.14% | −10,967−23.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,391 | $546.1 萬 | 0.07% | −2,780−7.1% | 減碼 |
| New York State Teachers Retirement System | 36,904 | $553.8 萬 | 0.01% | −397−1.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,122 | $557.2 萬 | 0.01% | −80,355−68.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 37,379 | $560.9 萬 | 0.06% | +37,379 | 新進 |
| Leuthold Group, LLC | 37,660 | $565.2 萬 | 0.61% | +168+0.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 38,095 | $571.7 萬 | 0.03% | +3,025+8.6% | 加碼 |
| Thrivent Financial for Lutherans | 38,514 | $578.0 萬 | 0.01% | +73+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 40,063 | $601.2 萬 | 0.08% | +40,063 | 新進 |
| Comerica Bank | 40,381 | $606.0 萬 | 0.02% | −13,717−25.4% | 減碼 |
| Franklin Resources Inc | 41,772 | $626.9 萬 | 0.00% | −196,358−82.5% | 減碼 |
| Van Eck Associates Corp | 42,077 | $631.4 萬 | 0.01% | +42,077 | 新進 |
| Gotham Asset Management, LLC | 42,338 | $635.4 萬 | 0.02% | −7,770−15.5% | 減碼 |
| Ellsworth Advisors, LLC | 37,371 | $651.8 萬 | 1.29% | +37,371 | 新進 |
| Deutsche Bank AG | 44,116 | $662.0 萬 | 0.00% | +1,497+3.5% | 加碼 |
| Ardsley Advisory Partners LP | 45,200 | $678.3 萬 | 0.86% | +45,200 | 新進 |
| Bessemer Group Inc | 46,511 | $697.9 萬 | 0.01% | +46,217+15,720.1% | 加碼 |
| EAM Investors, LLC | 48,174 | $722.9 萬 | 0.81% | −968−2.0% | 減碼 |
| Great West Life Assurance Co | 48,787 | $732.0 萬 | 0.01% | −5,211−9.7% | 減碼 |
| California State Teachers Retirement System | 50,319 | $755.1 萬 | 0.01% | −47−0.1% | 減碼 |
| Stifel Financial Corp | 51,679 | $775.5 萬 | 0.01% | −4,407−7.9% | 減碼 |
| Great Lakes Advisors, LLC | 52,787 | $792.2 萬 | 0.06% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 55,100 | $826.9 萬 | 0.75% | 00.0% | 不變 |
| Towle & Co | 58,546 | $878.6 萬 | 2.32% | −4,177−6.7% | 減碼 |
| CastleKnight Management LP | 61,200 | $918.4 萬 | 0.52% | +61,200 | 新進 |
| Intech Investment Management LLC | 63,158 | $947.8 萬 | 0.08% | +3,666+6.2% | 加碼 |
| Squarepoint Ops LLC | 63,471 | $952.5 萬 | 0.02% | −9,077−12.5% | 減碼 |
| Teacher Retirement System of Texas | 64,153 | $962.7 萬 | 0.03% | −4,121−6.0% | 減碼 |
| Portolan Capital Management, LLC | 66,589 | $999.3 萬 | 0.54% | +66,589 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 69,076 | $1,037 萬 | 0.03% | −13,458−16.3% | 減碼 |
| Hillsdale Investment Management Inc. | 72,010 | $1,081 萬 | 0.30% | −270−0.4% | 減碼 |
| Castleark Management LLC | 72,459 | $1,087 萬 | 0.32% | +16,385+29.2% | 加碼 |
| Assetmark, Inc | 72,668 | $1,091 萬 | 0.02% | −10,440−12.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 73,633 | $1,105 萬 | 0.03% | +15,047+25.7% | 加碼 |
| Phocas Financial Corp. | 74,346 | $1,116 萬 | 1.45% | −32,208−30.2% | 減碼 |
| Creative Planning | 77,061 | $1,156 萬 | 0.01% | +9,745+14.5% | 加碼 |
| Royce & Associates LP | 78,305 | $1,175 萬 | 0.12% | −188,206−70.6% | 減碼 |
| Raymond James Financial Inc | 78,577 | $1,179 萬 | 0.00% | −3,775−4.6% | 減碼 |
| AQR Capital Management LLC | 82,684 | $1,241 萬 | 0.01% | +4,750+6.1% | 加碼 |
| Price T Rowe Associates Inc | 83,194 | $1,249 萬 | 0.00% | +32,352+63.6% | 加碼 |
| United Capital Management of KS, Inc. | 101,851 | $1,528 萬 | 2.14% | +599+0.6% | 加碼 |
| UBS Asset Management Americas Inc | 101,886 | $1,529 萬 | 0.00% | +593+0.6% | 加碼 |
| Alliancebernstein L.P. | 102,330 | $1,536 萬 | 0.00% | −657−0.6% | 減碼 |
| Swiss National Bank | 105,100 | $1,577 萬 | 0.01% | +1,400+1.4% | 加碼 |
| Barclays PLC | 113,473 | $1,703 萬 | 0.01% | +34,494+43.7% | 加碼 |
| Natixis Advisors, L.P. | 116,134 | $1,743 萬 | 0.02% | +1,752+1.5% | 加碼 |
| Envestnet Asset Management Inc | 117,221 | $1,759 萬 | 0.01% | −10,518−8.2% | 減碼 |
| Prudential Financial Inc | 124,743 | $1,872 萬 | 0.02% | +20,380+19.5% | 加碼 |
| LSV Asset Management | 126,900 | $1,904 萬 | 0.04% | −325,073−71.9% | 減碼 |