증권 기록 · 과거 분기 (아카이브)
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
19추적 보유자
+3Δ 보유자
31.01M보유 주식 수
$3.57B보고 가치
+4신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +18.8% ·
주식 흐름 +5.6% ·
순 신규 포지션 +10.5%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q3 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q3 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (패시브) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (패시브) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (패시브) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | The Vanguard Group ✦ (패시브) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | The Vanguard Group ✦ (패시브) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (패시브) | 2.16M | -0.1% | $248.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Geode Capital Management ✦ (패시브) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Geode Capital Management ✦ (패시브) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Arrowstreet Capital ✦ | 184.13K | 신규 | $21.20M | 0.0% | New | 1 | SEC ↗ |
| 60 | Fisher Asset Management ✦ | 166.86K | 신규 | $19.21M | 0.0% | New | 1 | SEC ↗ |
| 61 | Wellington Management ✦ | 144.79K | 신규 | $16.67M | 0.0% | New | 1 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Bridgewater Associates ✦ | 73.45K | -9.5% | $8.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 68 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 50.84K | +5.1% | $5.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 50.11K | 신규 | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 73 | GAMCO Investors ✦ | 22.48K | -14.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Millennium Management ✦ | 11.59K | -56.3% | $1.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Norges Bank | $63.67M | 이었음 0.0% |
| Citadel Advisors | $5.90M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 452 보유 기관, 52.66M 주식, $6.70B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q3 2025 ·
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