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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 36,500 | $473.2 萬 | 0.07% | +36,500 | 新進 |
| O'Shaughnessy Asset Management, LLC | 36,281 | $470.3 萬 | 0.02% | −1,814−4.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 35,658 | $462.3 萬 | 0.05% | −733−2.0% | 減碼 |
| New York State Teachers Retirement System | 34,915 | $452.6 萬 | 0.01% | −1,989−5.4% | 減碼 |
| Illinois Municipal Retirement Fund | 33,979 | $440.5 萬 | 0.06% | +7,305+27.4% | 加碼 |
| Janus Henderson Group PLC | 33,933 | $439.7 萬 | 0.00% | −93,638−73.4% | 減碼 |
| State of Alaska, Department of Revenue | 31,296 | $405.6 萬 | 0.04% | +866+2.8% | 加碼 |
| Lazard Asset Management LLC | 29,215 | $378.7 萬 | 0.01% | +17,512+149.6% | 加碼 |
| MetLife Investment Management | 29,070 | $376.9 萬 | 0.02% | +307+1.1% | 加碼 |
| Chase Investment Counsel Corp | 28,948 | $375.2 萬 | 0.99% | +2,327+8.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 28,258 | $366.4 萬 | 0.03% | +581+2.1% | 加碼 |
| Squarepoint Ops LLC | 27,808 | $360.5 萬 | 0.01% | −35,663−56.2% | 減碼 |
| Edgestream Partners, L.P. | 27,792 | $360.3 萬 | 0.12% | +10,016+56.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,380 | $355.0 萬 | 0.01% | +7,678+39.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,334 | $354.4 萬 | 0.01% | −9,788−26.4% | 減碼 |
| Portolan Capital Management, LLC | 27,332 | $354.3 萬 | 0.19% | −39,257−59.0% | 減碼 |
| Barclays PLC | 27,107 | $351.4 萬 | 0.00% | −86,366−76.1% | 減碼 |
| Algert Global LLC | 25,440 | $329.8 萬 | 0.05% | +60+0.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 25,061 | $324.9 萬 | 0.00% | +749+3.1% | 加碼 |
| Vanguard Global Advisers, LLC | 24,914 | $323.0 萬 | 0.00% | +24,914 | 新進 |
| XTX Topco Ltd | 24,631 | $319.3 萬 | 0.06% | +16,257+194.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 24,536 | $318.1 萬 | 0.00% | −874−3.4% | 減碼 |
| Louisiana State Employees Retirement System | 24,200 | $313.7 萬 | 0.05% | −800−3.2% | 減碼 |
| Cetera Investment Advisers | 24,187 | $313.6 萬 | 0.00% | +1,892+8.5% | 加碼 |
| Foster & Motley Inc | 23,878 | $309.6 萬 | 0.16% | −2,012−7.8% | 減碼 |
| State of Tennessee, Treasury Department | 23,591 | $305.8 萬 | 0.01% | +1,848+8.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,569 | $305.5 萬 | 0.01% | −1,654−6.6% | 減碼 |
| Susquehanna International Group, LLP | 23,077 | $299.2 萬 | 0.00% | −4,480−16.3% | 減碼 |
| Asset Management One Co.,Ltd. | 22,568 | $290.8 萬 | 0.01% | −11,752−34.2% | 減碼 |
| Vestcor Inc | 22,041 | $285.7 萬 | 0.08% | +7,590+52.5% | 加碼 |
| Bridgeway Capital Management, LLC | 21,000 | $272.2 萬 | 0.05% | −800−3.7% | 減碼 |
| Empowered Funds, LLC | 20,343 | $263.7 萬 | 0.02% | +20,343 | 新進 |
| Numerai GP LLC | 20,185 | $261.7 萬 | 0.26% | +20,185 | 新進 |
| Credit Agricole S A | 20,113 | $260.7 萬 | 0.01% | +10,000+98.9% | 加碼 |
| Moran Wealth Management, LLC | 19,419 | $251.7 萬 | 0.08% | −1,800−8.5% | 減碼 |
| Integrated Quantitative Investments LLC | 19,392 | $251.4 萬 | 0.46% | +3,687+23.5% | 加碼 |
| Virginia Retirement Systems Et Al | 19,350 | $250.9 萬 | 0.02% | +15,200+366.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 19,052 | $247.0 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 18,845 | $244.3 萬 | 0.01% | −2,725−12.6% | 減碼 |
| Nicholas Investment Partners, LP | 18,841 | $244.3 萬 | 0.18% | −5,445−22.4% | 減碼 |
| HRT Financial LP | 18,830 | $244.1 萬 | 0.01% | +18,830 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,784 | $243.5 萬 | 0.04% | +3,753+25.0% | 加碼 |
| Ritholtz Wealth Management | 18,769 | $243.3 萬 | 0.04% | −1,254−6.3% | 減碼 |
| Wedge Capital Management L L P | 18,520 | $240.1 萬 | 0.04% | −1,037−5.3% | 減碼 |
| Stephens Inc | 18,225 | $236.3 萬 | 0.03% | +18,225 | 新進 |
| Somerset Group LLC | 13,493 | $234.9 萬 | 1.74% | 00.0% | 不變 |
| Glenmede Trust Co NA | 18,105 | $234.7 萬 | 0.01% | +3,643+25.2% | 加碼 |
| Diversified Trust Co | 18,033 | $233.8 萬 | 0.04% | +1,928+12.0% | 加碼 |
| Neo Ivy Capital Management | 16,329 | $211.7 萬 | 0.56% | +16,329 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 16,437 | $211.7 萬 | 0.01% | +2,941+21.8% | 加碼 |
| Atria Investments LLC | 16,295 | $211.2 萬 | 0.02% | −3,915−19.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 16,161 | $209.5 萬 | 0.23% | −413−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 16,145 | $209.3 萬 | 0.00% | +6,128+61.2% | 加碼 |
| Yousif Capital Management, LLC | 15,688 | $203.4 萬 | 0.02% | −43−0.3% | 減碼 |
| Amalgamated Bank | 15,612 | $202.4 萬 | 0.02% | −175−1.1% | 減碼 |
| Voya Investment Management LLC | 15,593 | $202.1 萬 | 0.00% | −125,496−88.9% | 減碼 |
| Arizona State Retirement System | 14,987 | $194.3 萬 | 0.01% | +212+1.4% | 加碼 |
| First Trust Advisors LP | 14,986 | $194.3 萬 | 0.00% | −13,757−47.9% | 減碼 |
| Schroder Investment Management Group | 15,375 | $190.7 萬 | 0.00% | +15,375 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 14,699 | $190.6 萬 | 0.93% | +14,699 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 14,692 | $190.5 萬 | 0.02% | +591+4.2% | 加碼 |
| Quantinno Capital Management LP | 14,650 | $189.9 萬 | 0.00% | +674+4.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 14,572 | $188.9 萬 | 0.00% | +4,441+43.8% | 加碼 |
| Quadrant Capital Group LLC | 14,432 | $187.1 萬 | 0.06% | −139−1.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,230 | $184.5 萬 | 0.30% | +7,580+114.0% | 加碼 |
| Royal Bank of Canada | 14,099 | $182.7 萬 | 0.00% | −19,546−58.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 14,048 | $182.1 萬 | 0.00% | −1,452−9.4% | 減碼 |
| Vanguard Investments Australia, Ltd. | 13,890 | $180.1 萬 | 0.01% | +13,890 | 新進 |
| Pacifica Partners Inc. | 13,886 | $180.0 萬 | 0.60% | −307−2.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,504 | $175.1 萬 | 0.01% | −40.0% | 減碼 |
| CWM Advisors, LLC | 13,238 | $171.6 萬 | 0.10% | +13,238 | 新進 |
| Oregon Public Employees Retirement Fund | 12,468 | $161.6 萬 | 0.02% | −30.0% | 減碼 |
| Man Group plc | 12,373 | $160.4 萬 | 0.00% | +7,295+143.7% | 加碼 |
| Headlands Technologies LLC | 12,240 | $158.7 萬 | 0.18% | +9,991+444.2% | 加碼 |
| KLP Kapitalforvaltning AS | 12,000 | $155.6 萬 | 0.01% | +600+5.3% | 加碼 |
| Engineers Gate Manager LP | 11,982 | $155.3 萬 | 0.02% | +11,982 | 新進 |
| Amundi | 11,801 | $153.0 萬 | 0.00% | −1,427−10.8% | 減碼 |
| VARCOV Co. | 11,732 | $152.1 萬 | 0.57% | +11,732 | 新進 |
| Kesler, Norman & Wride, LLC | 11,048 | $143.2 萬 | 0.25% | −73−0.7% | 減碼 |
| Jennison Associates LLC | 10,449 | $135.5 萬 | 0.00% | −238−2.2% | 減碼 |
| Ausbil Investment Management Ltd | 10,392 | $135.3 萬 | 0.67% | +2,478+31.3% | 加碼 |
| Pathstone Holdings, LLC | 10,342 | $134.1 萬 | 0.01% | −58−0.6% | 減碼 |
| Nomura Asset Management International Inc. | 10,100 | $130.9 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $129.6 萬 | 0.06% | 00.0% | 不變 |
| Quadrature Capital Ltd | 9,996 | $129.6 萬 | 0.02% | +9,996 | 新進 |
| JustInvest LLC | 9,797 | $127.0 萬 | 0.01% | +198+2.1% | 加碼 |
| Legato Capital Management LLC | 9,537 | $123.6 萬 | 0.11% | +1,324+16.1% | 加碼 |
| Ducere Wealth Management LLC | 9,127 | $118.3 萬 | 0.47% | +9,127 | 新進 |
| Teacher Retirement System of Texas | 9,071 | $117.6 萬 | 0.00% | −55,082−85.9% | 減碼 |
| Russell Investments Group, Ltd. | 8,998 | $116.7 萬 | 0.00% | −19,742−68.7% | 減碼 |
| Massachusetts Financial Services Co | 8,991 | $116.6 萬 | 0.00% | −239−2.6% | 減碼 |
| Collaborative Fund Advisors, LLC | 8,982 | $116.4 萬 | 0.72% | +8,982 | 新進 |
| Boothbay Fund Management, LLC | 8,974 | $116.3 萬 | 0.03% | +4,452+98.5% | 加碼 |
| Citigroup Inc | 8,893 | $115.3 萬 | 0.00% | −7,082−44.3% | 減碼 |
| Independent Financial Group, LLC | 8,769 | $113.7 萬 | 0.03% | +4,687+114.8% | 加碼 |
| Mariner, LLC | 8,722 | $113.0 萬 | 0.00% | −187−2.1% | 減碼 |
| Cresset Asset Management, LLC | 8,697 | $112.7 萬 | 0.00% | +230+2.7% | 加碼 |
| ProShare Advisors LLC | 8,604 | $111.5 萬 | 0.00% | −1,872−17.9% | 減碼 |
| Pictet Asset Management Holding SA | 8,523 | $110.5 萬 | 0.00% | +592+7.5% | 加碼 |
| Odyssean, LLC | 8,469 | $109.8 萬 | 0.40% | +3,704+77.7% | 加碼 |