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。
2026 年第 1 季 13F 持有人
Sanmina Corp 在 2026/3/31 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
- 460
- 較 2025 年第 4 季 +16 家
- 持有股數
- 5,313 萬
- 較 2025 年第 4 季 +594.0 萬 (+12.6%)
- 總市值
- $68.9 億
- 較 2025 年第 4 季 −$2.00 億 (−2.8%)
- 新進機構
- 84
- 另有 167 家加碼
- 清倉機構
- 68
- 另有 163 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,592,515 | $11.1 億 | 0.02% | +258,473+3.1% | 加碼 |
| FMR LLC | 7,256,500 | $9.41 億 | 0.05% | +367,798+5.3% | 加碼 |
| Vanguard Portfolio Management LLC | 4,025,518 | $5.22 億 | 0.03% | +4,025,518 | 新進 |
| Invesco Ltd. | 2,415,360 | $3.13 億 | 0.03% | −251,880−9.4% | 減碼 |
| Vanguard Capital Management LLC | 2,352,192 | $3.05 億 | 0.01% | +2,352,192 | 新進 |
| Dimensional Fund Advisors LP | 2,177,163 | $2.82 億 | 0.06% | −93,821−4.1% | 減碼 |
| State Street Corp | 2,160,618 | $2.80 億 | 0.01% | +54,908+2.6% | 加碼 |
| Geode Capital Management, LLC | 1,531,350 | $1.99 億 | 0.01% | −97,673−6.0% | 減碼 |
| Advanced Micro Devices Inc | 1,151,052 | $1.49 億 | 85.57% | 00.0% | 不變 |
| Bank of America Corp | 945,382 | $1.23 億 | 0.01% | +120,164+14.6% | 加碼 |
| Morgan Stanley | 944,084 | $1.22 億 | 0.01% | −166,576−15.0% | 減碼 |
| Earnest Partners LLC | 855,622 | $1.11 億 | 0.46% | −10,482−1.2% | 減碼 |
| Fisher Asset Management, LLC | 833,845 | $1.08 億 | 0.04% | +183,672+28.2% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 762,365 | $9,883 萬 | 0.99% | +278,465+57.5% | 加碼 |
| Allianz Asset Management GmbH | 752,772 | $9,759 萬 | 0.11% | −17,916−2.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 698,678 | $9,058 萬 | 0.30% | −33,691−4.6% | 減碼 |
| Northern Trust Corp | 690,045 | $8,946 萬 | 0.01% | +25,543+3.8% | 加碼 |
| Charles Schwab Investment Management Inc | 641,868 | $8,321 萬 | 0.01% | −7,555−1.2% | 減碼 |
| Frontier Capital Management Co LLC | 637,388 | $8,263 萬 | 0.85% | −1,353−0.2% | 減碼 |
| Global Alpha Capital Management Ltd. | 602,562 | $7,812 萬 | 4.70% | +37,930+6.7% | 加碼 |
| Nuveen, LLC | 467,323 | $6,058 萬 | 0.02% | −113,608−19.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 449,198 | $5,848 萬 | 0.10% | −90,446−16.8% | 減碼 |
| American Century Companies Inc | 431,872 | $5,599 萬 | 0.03% | +76,035+21.4% | 加碼 |
| Millennium Management LLC | 420,155 | $5,447 萬 | 0.04% | +151,367+56.3% | 加碼 |
| JPMorgan Chase & Co | 418,067 | $5,185 萬 | 0.00% | +150,714+56.4% | 加碼 |
| Goldman Sachs Group Inc | 388,589 | $5,038 萬 | 0.01% | −336,756−46.4% | 減碼 |
| Bank of New York Mellon Corp | 371,959 | $4,822 萬 | 0.01% | −35,638−8.7% | 減碼 |
| Vanguard Fiduciary Trust Co | 362,987 | $4,706 萬 | 0.01% | +362,987 | 新進 |
| New York State Common Retirement Fund | 324,370 | $4,205 萬 | 0.06% | −2,510−0.8% | 減碼 |
| Principal Financial Group Inc | 319,487 | $4,142 萬 | 0.02% | +7,568+2.4% | 加碼 |
| Hennessy Advisors Inc | 304,900 | $3,953 萬 | 1.43% | −31,900−9.5% | 減碼 |
| UBS Group AG | 286,954 | $3,720 萬 | 0.01% | +108,285+60.6% | 加碼 |
| CastleKnight Management LP | 259,100 | $3,359 萬 | 1.57% | +197,900+323.4% | 加碼 |
| Panagora Asset Management Inc | 250,645 | $3,249 萬 | 0.12% | −4,775−1.9% | 減碼 |
| SEI Investments Co | 245,370 | $3,181 萬 | 0.03% | −69,840−22.2% | 減碼 |
| Public Sector Pension Investment Board | 226,260 | $2,933 萬 | 0.09% | +11,758+5.5% | 加碼 |
| Wells Fargo & Company | 196,972 | $2,554 萬 | 0.01% | −41,329−17.3% | 減碼 |
| Victory Capital Management Inc | 196,377 | $2,546 萬 | 0.02% | +30,535+18.4% | 加碼 |
| Citadel Advisors LLC | 177,721 | $2,304 萬 | 0.02% | +162,702+1,083.3% | 加碼 |
| Natixis Advisors, L.P. | 172,138 | $2,232 萬 | 0.03% | +56,004+48.2% | 加碼 |
| Wellington Management Group LLP | 151,731 | $1,967 萬 | 0.00% | −140,054−48.0% | 減碼 |
| Rhumbline Advisers | 151,684 | $1,966 萬 | 0.02% | +3,560+2.4% | 加碼 |
| Lord, Abbett & Co. LLC | 136,045 | $1,764 萬 | 0.06% | −999−0.7% | 減碼 |
| LSV Asset Management | 135,500 | $1,757 萬 | 0.04% | +8,600+6.8% | 加碼 |
| Jane Street Group, LLC | 133,440 | $1,730 萬 | 0.02% | +130,578+4,562.5% | 加碼 |
| Legal & General Group Plc | 131,116 | $1,700 萬 | 0.00% | −10,827−7.6% | 減碼 |
| Envestnet Asset Management Inc | 126,418 | $1,639 萬 | 0.00% | +9,197+7.8% | 加碼 |
| Ameriprise Financial Inc | 125,198 | $1,623 萬 | 0.00% | −20,673−14.2% | 減碼 |
| Prudential Financial Inc | 120,955 | $1,568 萬 | 0.02% | −3,788−3.0% | 減碼 |
| Alliancebernstein L.P. | 101,616 | $1,525 萬 | 0.00% | −714−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 116,250 | $1,507 萬 | 0.01% | −14,818−11.3% | 減碼 |
| Alyeska Investment Group, L.P. | 108,303 | $1,404 萬 | 0.04% | −247,732−69.6% | 減碼 |
| Swiss National Bank | 107,900 | $1,399 萬 | 0.01% | +2,800+2.7% | 加碼 |
| United Capital Management of KS, Inc. | 104,093 | $1,349 萬 | 2.05% | +2,242+2.2% | 加碼 |
| UBS Asset Management Americas Inc | 103,549 | $1,342 萬 | 0.00% | +1,663+1.6% | 加碼 |
| William Blair Investment Management, LLC | 101,655 | $1,318 萬 | 0.04% | −127,707−55.7% | 減碼 |
| Clifford Capital Partners LLC | 98,107 | $1,272 萬 | 2.12% | +98,107 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 94,365 | $1,223 萬 | 0.03% | +20,732+28.2% | 加碼 |
| Marshall Wace, LLP | 88,638 | $1,149 萬 | 0.01% | −339,881−79.3% | 減碼 |
| Creative Planning | 87,258 | $1,131 萬 | 0.01% | +10,197+13.2% | 加碼 |
| California Public Employees Retirement System | 86,818 | $1,126 萬 | 0.01% | +86,818 | 新進 |
| AQR Capital Management LLC | 85,011 | $1,102 萬 | 0.01% | +2,327+2.8% | 加碼 |
| Royce & Associates LP | 79,094 | $1,025 萬 | 0.10% | +789+1.0% | 加碼 |
| Assetmark, Inc | 79,072 | $1,025 萬 | 0.02% | +6,404+8.8% | 加碼 |
| Hillsdale Investment Management Inc. | 74,428 | $964.9 萬 | 0.26% | +2,418+3.4% | 加碼 |
| Raymond James Financial Inc | 72,092 | $934.6 萬 | 0.00% | −6,485−8.3% | 減碼 |
| Qube Research & Technologies Ltd | 70,083 | $908.6 萬 | 0.01% | −147,468−67.8% | 減碼 |
| LPL Financial LLC | 68,648 | $890.0 萬 | 0.00% | +40,910+147.5% | 加碼 |
| California State Teachers Retirement System | 63,747 | $826.4 萬 | 0.01% | +13,428+26.7% | 加碼 |
| Intech Investment Management LLC | 62,708 | $812.9 萬 | 0.08% | −450−0.7% | 減碼 |
| Price T Rowe Associates Inc | 61,746 | $800.5 萬 | 0.00% | −21,448−25.8% | 減碼 |
| Occam Crest Management LP | 61,000 | $790.8 萬 | 5.00% | +41,000+205.0% | 加碼 |
| Bessemer Group Inc | 60,674 | $786.6 萬 | 0.01% | +14,163+30.5% | 加碼 |
| Renaissance Group LLC | 59,121 | $766.4 萬 | 0.32% | +59,121 | 新進 |
| Phocas Financial Corp. | 57,959 | $751.4 萬 | 1.18% | −16,387−22.0% | 減碼 |
| Toroso Investments, LLC | 57,090 | $740.1 萬 | 0.02% | +22,405+64.6% | 加碼 |
| Bridgewater Associates, LP | 55,382 | $718.0 萬 | 0.03% | −80,129−59.1% | 減碼 |
| Great Lakes Advisors, LLC | 52,743 | $683.8 萬 | 0.06% | −44−0.1% | 減碼 |
| Oliver Luxxe Assets LLC | 51,018 | $661.4 萬 | 0.99% | +34,313+205.4% | 加碼 |
| Stifel Financial Corp | 50,474 | $654.3 萬 | 0.01% | −1,205−2.3% | 減碼 |
| Nicola Wealth Management Ltd. | 50,100 | $649.5 萬 | 0.78% | −5,000−9.1% | 減碼 |
| Deutsche Bank AG | 49,672 | $643.9 萬 | 0.00% | +5,556+12.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 48,819 | $632.9 萬 | 0.02% | −20,257−29.3% | 減碼 |
| ExodusPoint Capital Management, LP | 47,035 | $609.8 萬 | 0.06% | +47,035 | 新進 |
| Moody Aldrich Partners LLC | 47,006 | $609.4 萬 | 1.10% | +28,991+160.9% | 加碼 |
| Great West Life Assurance Co | 46,989 | $608.9 萬 | 0.01% | −1,798−3.7% | 減碼 |
| Freestone Grove Partners LP | 44,990 | $583.3 萬 | 0.04% | +16,077+55.6% | 加碼 |
| Franklin Resources Inc | 44,971 | $583.0 萬 | 0.00% | +3,199+7.7% | 加碼 |
| De Lisle Partners LLP | 44,000 | $570.0 萬 | 0.68% | +20,000+83.3% | 加碼 |
| Van Eck Associates Corp | 43,610 | $565.4 萬 | 0.00% | +1,533+3.6% | 加碼 |
| Vanguard Asset Management, Ltd | 42,624 | $552.6 萬 | 0.00% | +42,624 | 新進 |
| Heartland Advisors Inc | 40,000 | $518.6 萬 | 0.26% | +40,000 | 新進 |
| Ellsworth Advisors, LLC | 38,490 | $499.0 萬 | 0.94% | +1,119+3.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 38,370 | $497.4 萬 | 0.07% | −1,693−4.2% | 減碼 |
| Leuthold Group, LLC | 38,313 | $496.7 萬 | 0.53% | +653+1.7% | 加碼 |
| Martingale Asset Management L P | 37,721 | $489.0 萬 | 0.12% | +1,343+3.7% | 加碼 |
| Los Angeles Capital Management LLC | 37,194 | $482.2 萬 | 0.02% | +25,139+208.5% | 加碼 |
| Thrivent Financial for Lutherans | 37,135 | $481.4 萬 | 0.01% | −1,379−3.6% | 減碼 |
| Fifth Third Bancorp | 36,850 | $477.7 萬 | 0.01% | +36,379+7,723.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 36,805 | $477.1 萬 | 0.09% | +35,386+2,493.7% | 加碼 |