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 |
|---|---|---|---|---|---|
| Creative Planning | 87,258 | $1,131 萬 | 0.01% | +10,197+13.2% | 加碼 |
| Marshall Wace, LLP | 88,638 | $1,149 萬 | 0.01% | −339,881−79.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 94,365 | $1,223 萬 | 0.03% | +20,732+28.2% | 加碼 |
| Clifford Capital Partners LLC | 98,107 | $1,272 萬 | 2.12% | +98,107 | 新進 |
| William Blair Investment Management, LLC | 101,655 | $1,318 萬 | 0.04% | −127,707−55.7% | 減碼 |
| UBS Asset Management Americas Inc | 103,549 | $1,342 萬 | 0.00% | +1,663+1.6% | 加碼 |
| United Capital Management of KS, Inc. | 104,093 | $1,349 萬 | 2.05% | +2,242+2.2% | 加碼 |
| Swiss National Bank | 107,900 | $1,399 萬 | 0.01% | +2,800+2.7% | 加碼 |
| Alyeska Investment Group, L.P. | 108,303 | $1,404 萬 | 0.04% | −247,732−69.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 116,250 | $1,507 萬 | 0.01% | −14,818−11.3% | 減碼 |
| Alliancebernstein L.P. | 101,616 | $1,525 萬 | 0.00% | −714−0.7% | 減碼 |
| Prudential Financial Inc | 120,955 | $1,568 萬 | 0.02% | −3,788−3.0% | 減碼 |
| Ameriprise Financial Inc | 125,198 | $1,623 萬 | 0.00% | −20,673−14.2% | 減碼 |
| Envestnet Asset Management Inc | 126,418 | $1,639 萬 | 0.00% | +9,197+7.8% | 加碼 |
| Legal & General Group Plc | 131,116 | $1,700 萬 | 0.00% | −10,827−7.6% | 減碼 |
| Jane Street Group, LLC | 133,440 | $1,730 萬 | 0.02% | +130,578+4,562.5% | 加碼 |
| LSV Asset Management | 135,500 | $1,757 萬 | 0.04% | +8,600+6.8% | 加碼 |
| Lord, Abbett & Co. LLC | 136,045 | $1,764 萬 | 0.06% | −999−0.7% | 減碼 |
| Rhumbline Advisers | 151,684 | $1,966 萬 | 0.02% | +3,560+2.4% | 加碼 |
| Wellington Management Group LLP | 151,731 | $1,967 萬 | 0.00% | −140,054−48.0% | 減碼 |
| Natixis Advisors, L.P. | 172,138 | $2,232 萬 | 0.03% | +56,004+48.2% | 加碼 |
| Citadel Advisors LLC | 177,721 | $2,304 萬 | 0.02% | +162,702+1,083.3% | 加碼 |
| Victory Capital Management Inc | 196,377 | $2,546 萬 | 0.02% | +30,535+18.4% | 加碼 |
| Wells Fargo & Company | 196,972 | $2,554 萬 | 0.01% | −41,329−17.3% | 減碼 |
| Public Sector Pension Investment Board | 226,260 | $2,933 萬 | 0.09% | +11,758+5.5% | 加碼 |
| SEI Investments Co | 245,370 | $3,181 萬 | 0.03% | −69,840−22.2% | 減碼 |
| Panagora Asset Management Inc | 250,645 | $3,249 萬 | 0.12% | −4,775−1.9% | 減碼 |
| CastleKnight Management LP | 259,100 | $3,359 萬 | 1.57% | +197,900+323.4% | 加碼 |
| UBS Group AG | 286,954 | $3,720 萬 | 0.01% | +108,285+60.6% | 加碼 |
| Hennessy Advisors Inc | 304,900 | $3,953 萬 | 1.43% | −31,900−9.5% | 減碼 |
| Principal Financial Group Inc | 319,487 | $4,142 萬 | 0.02% | +7,568+2.4% | 加碼 |
| New York State Common Retirement Fund | 324,370 | $4,205 萬 | 0.06% | −2,510−0.8% | 減碼 |
| Vanguard Fiduciary Trust Co | 362,987 | $4,706 萬 | 0.01% | +362,987 | 新進 |
| Bank of New York Mellon Corp | 371,959 | $4,822 萬 | 0.01% | −35,638−8.7% | 減碼 |
| Goldman Sachs Group Inc | 388,589 | $5,038 萬 | 0.01% | −336,756−46.4% | 減碼 |
| JPMorgan Chase & Co | 418,067 | $5,185 萬 | 0.00% | +150,714+56.4% | 加碼 |
| Millennium Management LLC | 420,155 | $5,447 萬 | 0.04% | +151,367+56.3% | 加碼 |
| American Century Companies Inc | 431,872 | $5,599 萬 | 0.03% | +76,035+21.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 449,198 | $5,848 萬 | 0.10% | −90,446−16.8% | 減碼 |
| Nuveen, LLC | 467,323 | $6,058 萬 | 0.02% | −113,608−19.6% | 減碼 |
| Global Alpha Capital Management Ltd. | 602,562 | $7,812 萬 | 4.70% | +37,930+6.7% | 加碼 |
| Frontier Capital Management Co LLC | 637,388 | $8,263 萬 | 0.85% | −1,353−0.2% | 減碼 |
| Charles Schwab Investment Management Inc | 641,868 | $8,321 萬 | 0.01% | −7,555−1.2% | 減碼 |
| Northern Trust Corp | 690,045 | $8,946 萬 | 0.01% | +25,543+3.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 698,678 | $9,058 萬 | 0.30% | −33,691−4.6% | 減碼 |
| Allianz Asset Management GmbH | 752,772 | $9,759 萬 | 0.11% | −17,916−2.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 762,365 | $9,883 萬 | 0.99% | +278,465+57.5% | 加碼 |
| Fisher Asset Management, LLC | 833,845 | $1.08 億 | 0.04% | +183,672+28.2% | 加碼 |
| Earnest Partners LLC | 855,622 | $1.11 億 | 0.46% | −10,482−1.2% | 減碼 |
| Morgan Stanley | 944,084 | $1.22 億 | 0.01% | −166,576−15.0% | 減碼 |
| Bank of America Corp | 945,382 | $1.23 億 | 0.01% | +120,164+14.6% | 加碼 |
| Advanced Micro Devices Inc | 1,151,052 | $1.49 億 | 85.57% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,531,350 | $1.99 億 | 0.01% | −97,673−6.0% | 減碼 |
| State Street Corp | 2,160,618 | $2.80 億 | 0.01% | +54,908+2.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,177,163 | $2.82 億 | 0.06% | −93,821−4.1% | 減碼 |
| Vanguard Capital Management LLC | 2,352,192 | $3.05 億 | 0.01% | +2,352,192 | 新進 |
| Invesco Ltd. | 2,415,360 | $3.13 億 | 0.03% | −251,880−9.4% | 減碼 |
| Vanguard Portfolio Management LLC | 4,025,518 | $5.22 億 | 0.03% | +4,025,518 | 新進 |
| FMR LLC | 7,256,500 | $9.41 億 | 0.05% | +367,798+5.3% | 加碼 |
| BlackRock, Inc. | 8,592,515 | $11.1 億 | 0.02% | +258,473+3.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −475,151−100.0% | 清倉 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −223,804−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −72,459−100.0% | 清倉 |
| Towle & Co | 0 | $0 | 0.00% | −58,546−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −48,174−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −45,200−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −42,338−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −37,379−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −26,833−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −21,006−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −19,573−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,214−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,885−100.0% | 清倉 |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −15,634−100.0% | 清倉 |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −15,377−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −12,890−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −11,828−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,576−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −10,033−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −9,417−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,980−100.0% | 清倉 |
| Sphera Management Technology Funds Ltd | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,360−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −6,751−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,771−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Marathon Capital Management | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,849−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −4,344−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,328−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −4,192−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,122−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,397−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,248−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,153−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,639−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,618−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,583−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,431−100.0% | 清倉 |