SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth +18.8% ·
share flow +5.6% ·
net new positions +10.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 31.02K | $6.40M | +1 | n/a |
| Q2 2026 | 129 | +6 | 38.55M | $9.74B | +13 | −8 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | n/a |
| 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 | n/a |
| Q2 2024 | 9 | n/a | 3.89M | $257.87M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 2 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | The Vanguard Group ✦ (passive) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 2.16M | -0.1% | $248.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.34M | n/a | $154.43M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | JPMorgan Chase ✦ | 1.13M | n/a | $129.94M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 8 | Goldman Sachs Group ✦ | 866.85K | n/a | $99.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Arrowstreet Capital ✦ | 184.13K | New | $21.20M | 0.0% | New | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 166.86K | New | $19.21M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 144.79K | New | $16.67M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 14 | Bridgewater Associates ✦ | 73.45K | -9.5% | $8.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | T. Rowe Price ✦ | 50.84K | +5.1% | $5.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 50.11K | New | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 22.48K | -14.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 11.59K | -56.3% | $1.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $21.20M | 0.0% |
| Fisher Asset Management | $19.21M | 0.0% |
| Wellington Management | $16.67M | 0.0% |
| Gotham Asset Management | $5.77M | 0.0% |
Exited
| Norges Bank | $63.67M | was 0.0% |
| Citadel Advisors | $5.90M | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 120 sh · $24,055
Director · 120 sh · $24,323
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology