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 |
|---|---|---|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable Trust | 14,699 | $190.6 萬 | 0.93% | +14,699 | 新進 |
| Schroder Investment Management Group | 15,375 | $190.7 萬 | 0.00% | +15,375 | 新進 |
| First Trust Advisors LP | 14,986 | $194.3 萬 | 0.00% | −13,757−47.9% | 減碼 |
| Arizona State Retirement System | 14,987 | $194.3 萬 | 0.01% | +212+1.4% | 加碼 |
| Voya Investment Management LLC | 15,593 | $202.1 萬 | 0.00% | −125,496−88.9% | 減碼 |
| Amalgamated Bank | 15,612 | $202.4 萬 | 0.02% | −175−1.1% | 減碼 |
| Yousif Capital Management, LLC | 15,688 | $203.4 萬 | 0.02% | −43−0.3% | 減碼 |
| Commonwealth Equity Services, LLC | 16,145 | $209.3 萬 | 0.00% | +6,128+61.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 16,161 | $209.5 萬 | 0.23% | −413−2.5% | 減碼 |
| Atria Investments LLC | 16,295 | $211.2 萬 | 0.02% | −3,915−19.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 16,437 | $211.7 萬 | 0.01% | +2,941+21.8% | 加碼 |
| Neo Ivy Capital Management | 16,329 | $211.7 萬 | 0.56% | +16,329 | 新進 |
| Diversified Trust Co | 18,033 | $233.8 萬 | 0.04% | +1,928+12.0% | 加碼 |
| Glenmede Trust Co NA | 18,105 | $234.7 萬 | 0.01% | +3,643+25.2% | 加碼 |
| Somerset Group LLC | 13,493 | $234.9 萬 | 1.74% | 00.0% | 不變 |
| Stephens Inc | 18,225 | $236.3 萬 | 0.03% | +18,225 | 新進 |
| Wedge Capital Management L L P | 18,520 | $240.1 萬 | 0.04% | −1,037−5.3% | 減碼 |
| Ritholtz Wealth Management | 18,769 | $243.3 萬 | 0.04% | −1,254−6.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,784 | $243.5 萬 | 0.04% | +3,753+25.0% | 加碼 |
| HRT Financial LP | 18,830 | $244.1 萬 | 0.01% | +18,830 | 新進 |
| Nicholas Investment Partners, LP | 18,841 | $244.3 萬 | 0.18% | −5,445−22.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 18,845 | $244.3 萬 | 0.01% | −2,725−12.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,052 | $247.0 萬 | 0.01% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 19,350 | $250.9 萬 | 0.02% | +15,200+366.3% | 加碼 |
| Integrated Quantitative Investments LLC | 19,392 | $251.4 萬 | 0.46% | +3,687+23.5% | 加碼 |
| Moran Wealth Management, LLC | 19,419 | $251.7 萬 | 0.08% | −1,800−8.5% | 減碼 |
| Credit Agricole S A | 20,113 | $260.7 萬 | 0.01% | +10,000+98.9% | 加碼 |
| Numerai GP LLC | 20,185 | $261.7 萬 | 0.26% | +20,185 | 新進 |
| Empowered Funds, LLC | 20,343 | $263.7 萬 | 0.02% | +20,343 | 新進 |
| Bridgeway Capital Management, LLC | 21,000 | $272.2 萬 | 0.05% | −800−3.7% | 減碼 |
| Vestcor Inc | 22,041 | $285.7 萬 | 0.08% | +7,590+52.5% | 加碼 |
| Asset Management One Co.,Ltd. | 22,568 | $290.8 萬 | 0.01% | −11,752−34.2% | 減碼 |
| Susquehanna International Group, LLP | 23,077 | $299.2 萬 | 0.00% | −4,480−16.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 23,569 | $305.5 萬 | 0.01% | −1,654−6.6% | 減碼 |
| State of Tennessee, Treasury Department | 23,591 | $305.8 萬 | 0.01% | +1,848+8.5% | 加碼 |
| Foster & Motley Inc | 23,878 | $309.6 萬 | 0.16% | −2,012−7.8% | 減碼 |
| Cetera Investment Advisers | 24,187 | $313.6 萬 | 0.00% | +1,892+8.5% | 加碼 |
| Louisiana State Employees Retirement System | 24,200 | $313.7 萬 | 0.05% | −800−3.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 24,536 | $318.1 萬 | 0.00% | −874−3.4% | 減碼 |
| XTX Topco Ltd | 24,631 | $319.3 萬 | 0.06% | +16,257+194.1% | 加碼 |
| Vanguard Global Advisers, LLC | 24,914 | $323.0 萬 | 0.00% | +24,914 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 25,061 | $324.9 萬 | 0.00% | +749+3.1% | 加碼 |
| Algert Global LLC | 25,440 | $329.8 萬 | 0.05% | +60+0.2% | 加碼 |
| Barclays PLC | 27,107 | $351.4 萬 | 0.00% | −86,366−76.1% | 減碼 |
| Portolan Capital Management, LLC | 27,332 | $354.3 萬 | 0.19% | −39,257−59.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,334 | $354.4 萬 | 0.01% | −9,788−26.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,380 | $355.0 萬 | 0.01% | +7,678+39.0% | 加碼 |
| Edgestream Partners, L.P. | 27,792 | $360.3 萬 | 0.12% | +10,016+56.3% | 加碼 |
| Squarepoint Ops LLC | 27,808 | $360.5 萬 | 0.01% | −35,663−56.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 28,258 | $366.4 萬 | 0.03% | +581+2.1% | 加碼 |
| Chase Investment Counsel Corp | 28,948 | $375.2 萬 | 0.99% | +2,327+8.7% | 加碼 |
| MetLife Investment Management | 29,070 | $376.9 萬 | 0.02% | +307+1.1% | 加碼 |
| Lazard Asset Management LLC | 29,215 | $378.7 萬 | 0.01% | +17,512+149.6% | 加碼 |
| State of Alaska, Department of Revenue | 31,296 | $405.6 萬 | 0.04% | +866+2.8% | 加碼 |
| Janus Henderson Group PLC | 33,933 | $439.7 萬 | 0.00% | −93,638−73.4% | 減碼 |
| Illinois Municipal Retirement Fund | 33,979 | $440.5 萬 | 0.06% | +7,305+27.4% | 加碼 |
| New York State Teachers Retirement System | 34,915 | $452.6 萬 | 0.01% | −1,989−5.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 35,658 | $462.3 萬 | 0.05% | −733−2.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 36,281 | $470.3 萬 | 0.02% | −1,814−4.8% | 減碼 |
| Jump Financial, LLC | 36,500 | $473.2 萬 | 0.07% | +36,500 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 36,805 | $477.1 萬 | 0.09% | +35,386+2,493.7% | 加碼 |
| Fifth Third Bancorp | 36,850 | $477.7 萬 | 0.01% | +36,379+7,723.8% | 加碼 |
| Thrivent Financial for Lutherans | 37,135 | $481.4 萬 | 0.01% | −1,379−3.6% | 減碼 |
| Los Angeles Capital Management LLC | 37,194 | $482.2 萬 | 0.02% | +25,139+208.5% | 加碼 |
| Martingale Asset Management L P | 37,721 | $489.0 萬 | 0.12% | +1,343+3.7% | 加碼 |
| Leuthold Group, LLC | 38,313 | $496.7 萬 | 0.53% | +653+1.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 38,370 | $497.4 萬 | 0.07% | −1,693−4.2% | 減碼 |
| Ellsworth Advisors, LLC | 38,490 | $499.0 萬 | 0.94% | +1,119+3.0% | 加碼 |
| Heartland Advisors Inc | 40,000 | $518.6 萬 | 0.26% | +40,000 | 新進 |
| Vanguard Asset Management, Ltd | 42,624 | $552.6 萬 | 0.00% | +42,624 | 新進 |
| Van Eck Associates Corp | 43,610 | $565.4 萬 | 0.00% | +1,533+3.6% | 加碼 |
| De Lisle Partners LLP | 44,000 | $570.0 萬 | 0.68% | +20,000+83.3% | 加碼 |
| Franklin Resources Inc | 44,971 | $583.0 萬 | 0.00% | +3,199+7.7% | 加碼 |
| Freestone Grove Partners LP | 44,990 | $583.3 萬 | 0.04% | +16,077+55.6% | 加碼 |
| Great West Life Assurance Co | 46,989 | $608.9 萬 | 0.01% | −1,798−3.7% | 減碼 |
| Moody Aldrich Partners LLC | 47,006 | $609.4 萬 | 1.10% | +28,991+160.9% | 加碼 |
| ExodusPoint Capital Management, LP | 47,035 | $609.8 萬 | 0.06% | +47,035 | 新進 |
| Hotchkis & Wiley Capital Management LLC | 48,819 | $632.9 萬 | 0.02% | −20,257−29.3% | 減碼 |
| Deutsche Bank AG | 49,672 | $643.9 萬 | 0.00% | +5,556+12.6% | 加碼 |
| Nicola Wealth Management Ltd. | 50,100 | $649.5 萬 | 0.78% | −5,000−9.1% | 減碼 |
| Stifel Financial Corp | 50,474 | $654.3 萬 | 0.01% | −1,205−2.3% | 減碼 |
| Oliver Luxxe Assets LLC | 51,018 | $661.4 萬 | 0.99% | +34,313+205.4% | 加碼 |
| Great Lakes Advisors, LLC | 52,743 | $683.8 萬 | 0.06% | −44−0.1% | 減碼 |
| Bridgewater Associates, LP | 55,382 | $718.0 萬 | 0.03% | −80,129−59.1% | 減碼 |
| Toroso Investments, LLC | 57,090 | $740.1 萬 | 0.02% | +22,405+64.6% | 加碼 |
| Phocas Financial Corp. | 57,959 | $751.4 萬 | 1.18% | −16,387−22.0% | 減碼 |
| Renaissance Group LLC | 59,121 | $766.4 萬 | 0.32% | +59,121 | 新進 |
| Bessemer Group Inc | 60,674 | $786.6 萬 | 0.01% | +14,163+30.5% | 加碼 |
| Occam Crest Management LP | 61,000 | $790.8 萬 | 5.00% | +41,000+205.0% | 加碼 |
| Price T Rowe Associates Inc | 61,746 | $800.5 萬 | 0.00% | −21,448−25.8% | 減碼 |
| Intech Investment Management LLC | 62,708 | $812.9 萬 | 0.08% | −450−0.7% | 減碼 |
| California State Teachers Retirement System | 63,747 | $826.4 萬 | 0.01% | +13,428+26.7% | 加碼 |
| LPL Financial LLC | 68,648 | $890.0 萬 | 0.00% | +40,910+147.5% | 加碼 |
| Qube Research & Technologies Ltd | 70,083 | $908.6 萬 | 0.01% | −147,468−67.8% | 減碼 |
| Raymond James Financial Inc | 72,092 | $934.6 萬 | 0.00% | −6,485−8.3% | 減碼 |
| Hillsdale Investment Management Inc. | 74,428 | $964.9 萬 | 0.26% | +2,418+3.4% | 加碼 |
| Assetmark, Inc | 79,072 | $1,025 萬 | 0.02% | +6,404+8.8% | 加碼 |
| Royce & Associates LP | 79,094 | $1,025 萬 | 0.10% | +789+1.0% | 加碼 |
| AQR Capital Management LLC | 85,011 | $1,102 萬 | 0.01% | +2,327+2.8% | 加碼 |
| California Public Employees Retirement System | 86,818 | $1,126 萬 | 0.01% | +86,818 | 新進 |