SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -1.0% ·
net new positions -7.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +6 | 38.57M | $9.74B | +13 | −6 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | — |
| Q3 2025 | 19 | +3 | 31.01M | $3.57B | +4 | −2 |
| Q2 2025 | 14 | -1 | 26.67M | $2.61B | +1 | −2 |
| Q1 2025 | 12 | +1 | 5.60M | $426.35M | +2 | −1 |
| Q4 2024 | 11 | 0 | 5.93M | $448.93M | +1 | −1 |
| Q3 2024 | 10 | +1 | 4.04M | $276.53M | +1 | — |
| Q2 2024 | 9 | — | 3.89M | $257.87M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 2.16M | -2.6% | $211.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 1.57M | -1.4% | $154.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 1.57M | -1.4% | $154.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Norges Bank ✦ (passive) | 650.83K | 0.0% | $63.67M | 0.0% | Held | 5 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 435.87K | -25.3% | $42.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 435.87K | -25.3% | $42.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Bridgewater Associates ✦ | 81.17K | +49.4% | $7.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 60.26K | +82.5% | $5.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 48.36K | +8.3% | $4.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 26.50K | -85.3% | $2.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | GAMCO Investors ✦ | 26.30K | New | $2.57M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| GAMCO Investors | $2.57M | 0.0% |
Exited
| Point72 Asset Management | $7.45M | was 0.0% |
| Gotham Asset Management | $236,082 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 452 holders, 52.66M shares, $6.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.