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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 34,320 | $527.2 萬 | 0.01% | +21,532+168.4% | 加碼 |
| Toroso Investments, LLC | 34,685 | $520.5 萬 | 0.02% | +27,569+387.4% | 加碼 |
| Royal Bank of Canada | 33,645 | $504.8 萬 | 0.00% | +28,014+497.5% | 加碼 |
| Neuberger Berman Group LLC | 30,838 | $462.8 萬 | 0.00% | −2,385−7.2% | 減碼 |
| State of Alaska, Department of Revenue | 30,430 | $456.6 萬 | 0.05% | −25,373−45.5% | 減碼 |
| Freestone Grove Partners LP | 28,913 | $433.9 萬 | 0.03% | +28,913 | 新進 |
| MetLife Investment Management | 28,763 | $431.6 萬 | 0.02% | −1,616−5.3% | 減碼 |
| First Trust Advisors LP | 28,743 | $431.3 萬 | 0.00% | −4,158−12.6% | 減碼 |
| Russell Investments Group, Ltd. | 28,740 | $431.3 萬 | 0.00% | +943+3.4% | 加碼 |
| LPL Financial LLC | 27,738 | $416.3 萬 | 0.00% | +13,738+98.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 27,677 | $415.4 萬 | 0.03% | −2,070−7.0% | 減碼 |
| Susquehanna International Group, LLP | 27,557 | $413.5 萬 | 0.01% | +21,556+359.2% | 加碼 |
| Renaissance Technologies LLC | 26,833 | $402.7 萬 | 0.01% | +26,833 | 新進 |
| Illinois Municipal Retirement Fund | 26,674 | $400.3 萬 | 0.05% | −104−0.4% | 減碼 |
| Chase Investment Counsel Corp | 26,621 | $399.5 萬 | 1.12% | +1,330+5.3% | 加碼 |
| Foster & Motley Inc | 25,890 | $388.5 萬 | 0.21% | −211−0.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,410 | $381.4 萬 | 0.00% | −335−1.3% | 減碼 |
| Algert Global LLC | 25,380 | $380.9 萬 | 0.06% | −30,240−54.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 25,223 | $378.5 萬 | 0.01% | −1,436−5.4% | 減碼 |
| Acadian Asset Management LLC | 25,192 | $377.3 萬 | 0.01% | +25,192 | 新進 |
| Louisiana State Employees Retirement System | 25,000 | $375.2 萬 | 0.06% | +500+2.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,312 | $364.9 萬 | 0.01% | +19+0.1% | 加碼 |
| Nicholas Investment Partners, LP | 24,286 | $364.5 萬 | 0.27% | +24,286 | 新進 |
| De Lisle Partners LLP | 24,000 | $360.4 萬 | 0.46% | +24,000 | 新進 |
| Cetera Investment Advisers | 22,295 | $334.6 萬 | 0.00% | +172+0.8% | 加碼 |
| Bridgeway Capital Management, LLC | 21,800 | $327.2 萬 | 0.07% | −7,800−26.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 21,570 | $323.7 萬 | 0.01% | −7,770−26.5% | 減碼 |
| Moran Wealth Management, LLC | 21,219 | $318.4 萬 | 0.10% | −1,313−5.8% | 減碼 |
| Liontrust Investment Partners LLP | 21,006 | $315.2 萬 | 0.05% | +21,006 | 新進 |
| State of Tennessee, Treasury Department | 21,743 | $308.1 萬 | 0.01% | +506+2.4% | 加碼 |
| Atria Investments LLC | 20,210 | $303.3 萬 | 0.03% | −631−3.0% | 減碼 |
| Ritholtz Wealth Management | 20,023 | $300.5 萬 | 0.05% | +3,054+18.0% | 加碼 |
| Occam Crest Management LP | 20,000 | $300.1 萬 | 2.15% | +20,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,702 | $295.7 萬 | 0.01% | −1,488−7.0% | 減碼 |
| Assenagon Asset Management S.A. | 19,573 | $293.7 萬 | 0.00% | −17,862−47.7% | 減碼 |
| Wedge Capital Management L L P | 19,557 | $293.5 萬 | 0.05% | −3,511−15.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,052 | $285.9 萬 | 0.01% | −1,002−5.0% | 減碼 |
| Yousif Capital Management, LLC | 15,731 | $274.9 萬 | 0.03% | −2,174−12.1% | 減碼 |
| Verition Fund Management LLC | 18,214 | $273.3 萬 | 0.01% | −1,722−8.6% | 減碼 |
| Moody Aldrich Partners LLC | 18,015 | $270.4 萬 | 0.50% | +18,015 | 新進 |
| Edgestream Partners, L.P. | 17,776 | $266.8 萬 | 0.08% | −17,850−50.1% | 減碼 |
| Capital Fund Management S.A. | 16,885 | $253.4 萬 | 0.02% | +16,885 | 新進 |
| Oliver Luxxe Assets LLC | 16,705 | $250.7 萬 | 0.38% | −10,201−37.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 16,574 | $248.7 萬 | 0.28% | −411−2.4% | 減碼 |
| Diversified Trust Co | 16,105 | $241.7 萬 | 0.04% | −1,278−7.4% | 減碼 |
| Citigroup Inc | 15,975 | $239.7 萬 | 0.00% | −6,151−27.8% | 減碼 |
| Amalgamated Bank | 15,787 | $236.9 萬 | 0.02% | +480+3.1% | 加碼 |
| Integrated Quantitative Investments LLC | 15,705 | $235.7 萬 | 0.51% | +3,135+24.9% | 加碼 |
| Bosman Wealth Management, LLC | 15,634 | $234.6 萬 | 1.93% | +15,634 | 新進 |
| BNP Paribas Arbitrage, SA | 15,500 | $232.6 萬 | 0.00% | +2,260+17.1% | 加碼 |
| First Eagle Investment Management, LLC | 15,377 | $230.8 萬 | 0.00% | −31,331−67.1% | 減碼 |
| Pacifica Partners Inc. | 14,193 | $226.1 萬 | 1.00% | −230−1.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,031 | $225.6 萬 | 0.04% | +146+1.0% | 加碼 |
| Citadel Advisors LLC | 15,019 | $225.4 萬 | 0.00% | +15,019 | 新進 |
| Arizona State Retirement System | 14,775 | $221.7 萬 | 0.01% | −1,029−6.5% | 減碼 |
| Quadrant Capital Group LLC | 14,571 | $218.7 萬 | 0.07% | −167−1.1% | 減碼 |
| Glenmede Trust Co NA | 14,462 | $217.0 萬 | 0.01% | +14,462 | 新進 |
| Vestcor Inc | 14,451 | $216.9 萬 | 0.06% | +4,184+40.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,101 | $211.6 萬 | 0.02% | −516−3.5% | 減碼 |
| Quantinno Capital Management LP | 13,976 | $209.7 萬 | 0.00% | +1,657+13.5% | 加碼 |
| Somerset Group LLC | 13,493 | $207.0 萬 | 1.56% | +13,493 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,508 | $202.7 萬 | 0.01% | −62−0.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,496 | $202.5 萬 | 0.01% | −426−3.1% | 減碼 |
| Amundi | 13,228 | $198.5 萬 | 0.00% | −1,030−7.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,890 | $193.4 萬 | 0.02% | −9,591−42.7% | 減碼 |
| STRS Ohio | 12,700 | $190.6 萬 | 0.01% | −1,100−8.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 12,471 | $187.2 萬 | 0.02% | +500+4.2% | 加碼 |
| Horizon Investments, LLC | 11,828 | $177.5 萬 | 0.02% | −3,670−23.7% | 減碼 |
| Lazard Asset Management LLC | 11,703 | $175.6 萬 | 0.00% | −12,834−52.3% | 減碼 |
| KLP Kapitalforvaltning AS | 11,400 | $171.1 萬 | 0.01% | +200+1.8% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,121 | $166.9 萬 | 0.29% | +833+8.1% | 加碼 |
| Los Angeles Capital Management LLC | 12,055 | $163.3 萬 | 0.01% | +705+6.2% | 加碼 |
| Jennison Associates LLC | 10,687 | $160.4 萬 | 0.00% | −213−2.0% | 減碼 |
| Quest Partners LLC | 10,576 | $158.7 萬 | 0.09% | −419−3.8% | 減碼 |
| ProShare Advisors LLC | 10,476 | $157.2 萬 | 0.00% | +176+1.7% | 加碼 |
| Pathstone Holdings, LLC | 10,400 | $156.1 萬 | 0.01% | +357+3.6% | 加碼 |
| Delphi Management Inc | 10,277 | $154.2 萬 | 1.50% | −2,842−21.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 10,131 | $152.0 萬 | 0.00% | +8,854+693.3% | 加碼 |
| Sora Investors LLC | 10,117 | $151.8 萬 | 0.13% | −5,001−33.1% | 減碼 |
| Credit Agricole S A | 10,113 | $151.8 萬 | 0.00% | +10,113 | 新進 |
| Nomura Asset Management International Inc. | 10,100 | $151.6 萬 | 0.00% | +10,100 | 新進 |
| Loomis Sayles & Co L P | 10,033 | $150.6 萬 | 0.00% | +10,033 | 新進 |
| Commonwealth Equity Services, LLC | 10,017 | $150.3 萬 | 0.00% | +441+4.6% | 加碼 |
| RBF Capital, LLC | 10,000 | $150.1 萬 | 0.07% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 9,617 | $144.3 萬 | 0.05% | +632+7.0% | 加碼 |
| JustInvest LLC | 9,599 | $144.1 萬 | 0.01% | −453−4.5% | 減碼 |
| Level Four Advisory Services, LLC | 9,417 | $141.3 萬 | 0.05% | +9,417 | 新進 |
| Massachusetts Financial Services Co | 9,230 | $138.5 萬 | 0.00% | −14,918−61.8% | 減碼 |
| Walleye Trading LLC | 8,980 | $134.8 萬 | 0.02% | −2,601−22.5% | 減碼 |
| Mariner, LLC | 8,909 | $134.0 萬 | 0.00% | +5,073+132.2% | 加碼 |
| Evergreen Capital Management LLC | 8,648 | $129.8 萬 | 0.03% | +62+0.7% | 加碼 |
| Cresset Asset Management, LLC | 8,467 | $127.1 萬 | 0.01% | +48+0.6% | 加碼 |
| XTX Topco Ltd | 8,374 | $125.7 萬 | 0.03% | −1,589−15.9% | 減碼 |
| Jefferies Financial Group Inc. | 8,331 | $125.0 萬 | 0.01% | +8,331 | 新進 |
| SG Americas Securities, LLC | 8,279 | $124.2 萬 | 0.00% | +501+6.4% | 加碼 |
| Sanctuary Advisors, LLC | 8,244 | $123.7 萬 | 0.01% | +4,766+137.0% | 加碼 |
| Legato Capital Management LLC | 8,213 | $123.3 萬 | 0.11% | +8,213 | 新進 |
| Sphera Management Technology Funds Ltd | 8,000 | $120.1 萬 | 0.63% | +8,000 | 新進 |
| Maryland State Retirement & Pension System | 7,989 | $119.9 萬 | 0.02% | +329+4.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,852 | $119.2 萬 | 0.00% | +7,343+1,442.6% | 加碼 |