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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 7,931 | $119.0 萬 | 0.00% | +341+4.5% | 加碼 |
| Ausbil Investment Management Ltd | 7,914 | $118.8 萬 | 0.68% | +7,914 | 新進 |
| Captrust Financial Advisors | 7,509 | $112.7 萬 | 0.00% | −639−7.8% | 減碼 |
| Janney Montgomery Scott LLC | 7,360 | $110.5 萬 | 0.00% | −912−11.0% | 減碼 |
| Bridgefront Capital, LLC | 7,245 | $108.7 萬 | 0.27% | +7,245 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 6,859 | $102.9 萬 | 0.00% | −1,149−14.3% | 減碼 |
| CWM, LLC | 6,855 | $102.9 萬 | 0.00% | −1,024−13.0% | 減碼 |
| First Citizens Bank & Trust Co | 6,854 | $102.9 萬 | 0.02% | −987−12.6% | 減碼 |
| Change Path, LLC | 6,792 | $101.9 萬 | 0.02% | +295+4.5% | 加碼 |
| Mutual Advisors, LLC | 6,751 | $101.3 萬 | 0.02% | −19−0.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,650 | $99.8 萬 | 0.23% | −9,779−59.5% | 減碼 |
| Mercer Global Advisors Inc | 6,435 | $96.6 萬 | 0.00% | +342+5.6% | 加碼 |
| Sterling Capital Management LLC | 6,272 | $94.1 萬 | 0.02% | +4,216+205.1% | 加碼 |
| Mutual of America Capital Management LLC | 6,236 | $93.6 萬 | 0.01% | +267+4.5% | 加碼 |
| Bank of Montreal | 6,104 | $91.6 萬 | 0.00% | +1,006+19.7% | 加碼 |
| Everence Capital Management Inc | 6,046 | $90.7 萬 | 0.05% | −1,894−23.9% | 減碼 |
| Vise Technologies, Inc. | 6,003 | $90.1 萬 | 0.02% | +2,378+65.6% | 加碼 |
| Kendall Capital Management | 5,940 | $89.1 萬 | 0.19% | −450−7.0% | 減碼 |
| Guggenheim Capital LLC | 5,771 | $86.6 萬 | 0.01% | +5,771 | 新進 |
| Cerity Partners LLC | 5,640 | $84.6 萬 | 0.00% | +3,010+114.4% | 加碼 |
| Canada Pension Plan Investment Board | 5,400 | $81.0 萬 | 0.00% | +5,400 | 新進 |
| RSM US Wealth Management LLC | 5,193 | $78.9 萬 | 0.01% | +248+5.0% | 加碼 |
| Atomi Financial Group, Inc. | 5,199 | $78.0 萬 | 0.02% | −10.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,922 | $76.3 萬 | 0.00% | −724−12.8% | 減碼 |
| Man Group plc | 5,078 | $76.2 萬 | 0.00% | +5,078 | 新進 |
| Allworth Financial LP | 5,054 | $75.8 萬 | 0.00% | −741−12.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,022 | $75.4 萬 | 0.00% | +1,651+49.0% | 加碼 |
| Marathon Capital Management | 5,000 | $75.0 萬 | 0.16% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,886 | $73.3 萬 | 0.00% | −1,546−24.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $73.2 萬 | 0.00% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 4,849 | $72.8 萬 | 0.01% | −1,141−19.0% | 減碼 |
| Bailard, Inc. | 4,779 | $71.7 萬 | 0.02% | −621−11.5% | 減碼 |
| Odyssean, LLC | 4,765 | $71.5 萬 | 0.51% | +4,765 | 新進 |
| Walleye Capital LLC | 4,588 | $68.9 萬 | 0.00% | +4,588 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,530 | $68.0 萬 | 0.14% | +4,530 | 新進 |
| Boothbay Fund Management, LLC | 4,522 | $67.9 萬 | 0.02% | −49,144−91.6% | 減碼 |
| Atom Investors LP | 4,344 | $65.2 萬 | 0.05% | +4,344 | 新進 |
| Brevan Howard Capital Management LP | 4,328 | $65.0 萬 | 0.01% | −31−0.7% | 減碼 |
| Simplex Trading, LLC | 4,328 | $65.0 萬 | 0.02% | +4,328 | 新進 |
| 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 |
| The PNC Financial Services Group, Inc. | 4,268 | $64.0 萬 | 0.00% | +52+1.2% | 加碼 |
| Ensign Peak Advisors, Inc | 4,255 | $63.9 萬 | 0.00% | −8,150−65.7% | 減碼 |
| Measured Wealth Private Client Group, LLC | 4,231 | $63.5 萬 | 0.17% | −596−12.3% | 減碼 |
| Ethic Inc. | 4,192 | $62.9 萬 | 0.01% | −831−16.5% | 減碼 |
| Cambria Investment Management, L.P. | 4,186 | $62.8 萬 | 0.04% | −2,801−40.1% | 減碼 |
| Virginia Retirement Systems Et Al | 4,150 | $62.3 萬 | 0.00% | +1,950+88.6% | 加碼 |
| Empower Advisory Group, LLC | 4,142 | $62.2 萬 | 0.00% | −4,164−50.1% | 減碼 |
| Caxton Associates LLP | 4,122 | $61.9 萬 | 0.01% | +4,122 | 新進 |
| Independent Financial Group, LLC | 4,082 | $61.3 萬 | 0.01% | +4,082 | 新進 |
| Swiss Life Asset Management Ltd | 4,049 | $60.8 萬 | 0.00% | +1,614+66.3% | 加碼 |
| Inceptionr LLC | 3,968 | $59.5 萬 | 0.17% | +1,679+73.4% | 加碼 |
| CIBC World Markets Inc. | 3,960 | $59.4 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,923 | $58.9 萬 | 0.00% | +3,923 | 新進 |
| CI Private Wealth, LLC | 3,859 | $57.9 萬 | 0.00% | −129−3.2% | 減碼 |
| Evolve Private Wealth, LLC | 3,788 | $56.8 萬 | 0.03% | +3,788 | 新進 |
| Navellier & Associates Inc | 3,683 | $55.3 萬 | 0.06% | −1,227−25.0% | 減碼 |
| Tiaa Trust, National Association | 3,600 | $54.0 萬 | 0.00% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 3,585 | $53.8 萬 | 0.23% | +321+9.8% | 加碼 |
| CIBC World Markets Corp | 3,459 | $51.9 萬 | 0.00% | +3,459 | 新進 |
| Mackenzie Financial Corp | 3,397 | $51.5 萬 | 0.00% | −36−1.0% | 減碼 |
| Lido Advisors, LLC | 4,219 | $51.5 萬 | 0.00% | +63+1.5% | 加碼 |
| Paulson Wealth Management Inc. | 3,407 | $51.1 萬 | 0.12% | −87−2.5% | 減碼 |
| Vident Advisory, LLC | 3,373 | $50.6 萬 | 0.00% | −638−15.9% | 減碼 |
| EMC Capital Management | 3,329 | $50.0 萬 | 0.22% | −588−15.0% | 減碼 |
| Abel Hall, LLC | 3,324 | $49.9 萬 | 0.12% | +1,579+90.5% | 加碼 |
| Counterpoint Mutual Funds LLC | 3,305 | $49.6 萬 | 0.04% | +3,305 | 新進 |
| Park Avenue Securities LLC | 3,248 | $48.7 萬 | 0.00% | +68+2.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,227 | $48.4 萬 | 0.01% | −543−14.4% | 減碼 |
| Zacks Investment Management | 3,221 | $48.3 萬 | 0.00% | +3,221 | 新進 |
| GAMMA Investing LLC | 3,213 | $48.2 萬 | 0.02% | +254+8.6% | 加碼 |
| MML Investors Services, LLC | 3,209 | $48.2 萬 | 0.00% | −233−6.8% | 減碼 |
| Highland Capital Management, LLC | 3,153 | $47.3 萬 | 0.02% | −68−2.1% | 減碼 |
| HighTower Advisors, LLC | 3,135 | $47.0 萬 | 0.00% | +39+1.3% | 加碼 |
| Virtus ETF Advisers LLC | 2,980 | $44.7 萬 | 0.21% | +2,980 | 新進 |
| BTC Capital Management, Inc. | 2,886 | $43.4 萬 | 0.03% | +2,886 | 新進 |
| State of Wisconsin Investment Board | 2,889 | $43.4 萬 | 0.00% | −12,462−81.2% | 減碼 |
| CIBC Asset Management Inc | 2,889 | $43.4 萬 | 0.00% | −643−18.2% | 減碼 |
| Jane Street Group, LLC | 2,862 | $43.0 萬 | 0.00% | −88,227−96.9% | 減碼 |
| Blair William & Co | 2,862 | $43.0 萬 | 0.00% | −163−5.4% | 減碼 |
| First Bank & Trust | 2,751 | $41.3 萬 | 0.07% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,639 | $39.6 萬 | 0.01% | −17−0.6% | 減碼 |
| Ieq Capital, LLC | 2,639 | $39.6 萬 | 0.00% | +2,639 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,618 | $39.3 萬 | 0.00% | +2,618 | 新進 |
| Nisa Investment Advisors, LLC | 2,615 | $39.2 萬 | 0.00% | −138−5.0% | 減碼 |
| EntryPoint Capital, LLC | 2,583 | $38.8 萬 | 0.15% | −4,328−62.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,480 | $37.2 萬 | 0.01% | +623+33.5% | 加碼 |
| Skopos Labs, Inc. | 2,393 | $36.8 萬 | 0.02% | +2,393 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,434 | $36.5 萬 | 0.01% | +2,434 | 新進 |
| Forum Financial Management, LP | 2,431 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 2,402 | $36.0 萬 | 0.01% | +24+1.0% | 加碼 |
| Colony Group, LLC | 2,398 | $36.0 萬 | 0.00% | +2,398 | 新進 |
| DGS Capital Management, LLC | 2,358 | $35.4 萬 | 0.06% | +171+7.8% | 加碼 |
| M&T Bank Corp | 2,342 | $35.1 萬 | 0.00% | +2,342 | 新進 |
| Sage Rhino Capital LLC | 2,309 | $34.7 萬 | 0.07% | −184−7.4% | 減碼 |
| Headlands Technologies LLC | 2,249 | $33.8 萬 | 0.03% | +2,249 | 新進 |
| Fox Run Management, L.L.C. | 2,225 | $33.4 萬 | 0.05% | +2,225 | 新進 |
| Fifth Third Wealth Advisors LLC | 2,199 | $33.0 萬 | 0.01% | +4+0.2% | 加碼 |
| Polymer Capital Management (US) LLC | 2,029 | $30.4 萬 | 0.04% | +2,029 | 新進 |
| Kestra Private Wealth Services, LLC | 1,936 | $29.1 萬 | 0.00% | +1,936 | 新進 |