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Security record · archived quarter

SANM

Sanmina Corporation · Technology · Hardware, Equipment & Parts

197.87 +3.5% mkt cap $10.61B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
-1Δ holders
26.67MShares held
$2.61BReported value
+1New positions
−2Exits
Falling Conviction score 35/100 How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API