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Security record · archived quarter

SANM

Sanmina Corporation · Technology · Hardware, Equipment & Parts

213.74 -1.7% mkt cap $11.46B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
134Tracked holders
+2Δ holders
45.74MShares held
$6.87BReported value
+3New positions
−0Exits
Stable Conviction score 50/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.5% · share flow -1.1% · net new positions +2.2% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 —
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 8.33M +4.0% $1.25B 0.0% ▲ Add 3 SEC ↗ ×16
2 Fidelity (FMR) ✦ 6.89M -8.9% $1.03B 0.1% ▼ Trim 3 SEC ↗ ×5
3 The Vanguard Group ✦ (passive) 6.78M -5.5% $1.02B 0.0% ▼ Trim 3 SEC ↗ ×5
4 Invesco Ltd. 2.67M — $400.27M 0.0% n/c 1 SEC ↗ ×13
5 Dimensional Fund Advisors Lp 2.27M — $340.81M 0.1% n/c 1 SEC ↗ ×5
6 State Street Global Advisors ✦ (passive) 2.11M -2.5% $316.00M 0.0% ▼ Trim 5 SEC ↗
7 Geode Capital Management ✦ (passive) 1.63M +3.7% $244.50M 0.0% ▲ Add 7 SEC ↗ ×2
8 Morgan Stanley ✦ 1.11M -17.2% $166.68M 0.0% ▼ Trim 2 SEC ↗ ×12
9 Bank Of America Corp /De/ 825.22K — $123.84M 0.0% n/c 1 SEC ↗ ×7
10 Allianz Asset Management GmbH 770.69K — $115.66M 0.1% n/c 1 SEC ↗ ×2
11 Goldman Sachs Group ✦ 725.35K -16.3% $108.85M 0.0% ▼ Trim 2 SEC ↗ ×4
12 Norges Bank ✦ (passive) 678.02K New $101.75M 0.0% New 1 SEC ↗
13 Northern Trust Corp 664.50K — $99.72M 0.0% n/c 1 SEC ↗ ×7
14 Fisher Asset Management ✦ 650.17K +289.6% $97.57M 0.0% ▲ Add 2 SEC ↗
15 Charles Schwab Investment… 649.42K — $97.46M 0.0% n/c 1 SEC ↗
16 Nuveen, LLC 580.93K — $87.18M 0.0% n/c 1 SEC ↗ ×3
17 Allspring Global Investments… 539.64K — $85.96M 0.1% n/c 1 SEC ↗ ×3
18 Arrowstreet Capital ✦ 475.15K +158.0% $71.31M 0.0% ▲ Add 2 SEC ↗
19 Marshall Wace ✦ 428.52K +520.3% $64.31M 0.1% ▲ Add 4 SEC ↗ ×3
20 Bank of New York Mellon Corp 407.60K — $61.17M 0.0% n/c 1 SEC ↗ ×11
21 Alyeska Investment Group, L.P. 356.04K — $53.43M 0.2% n/c 1 SEC ↗
22 American Century Companies Inc 355.84K — $53.40M 0.0% n/c 1 SEC ↗
23 New York State Common Retirement… 326.88K — $49.05M 0.1% n/c 1 SEC ↗
24 Sei Investments Co 315.21K — $47.30M 0.0% n/c 1 SEC ↗ ×4
25 Principal Financial Group Inc 311.92K — $46.81M 0.0% n/c 1 SEC ↗ ×2
26 Wellington Management ✦ 291.79K +101.5% $43.79M 0.0% ▲ Add 2 SEC ↗ ×3
27 Millennium Management ✦ 268.79K +2219.1% $40.34M 0.0% ▲ Add 7 SEC ↗
28 JPMorgan Chase ✦ 267.35K -76.3% $40.12M 0.0% ▼ Trim 2 SEC ↗ ×6
29 Wells Fargo & Company/Mn 238.30K — $35.76M 0.0% n/c 1 SEC ↗ ×3
30 Qube Research & Technologies Ltd 217.55K — $32.65M 0.0% n/c 1 SEC ↗
31 UBS Group AG 178.67K — $26.81M 0.0% n/c 1 SEC ↗ ×4
32 Victory Capital Management Inc 165.84K — $24.89M 0.0% n/c 1 SEC ↗
33 Rhumbline Advisers 148.12K — $22.23M 0.0% n/c 1 SEC ↗
34 Ameriprise Financial Inc 145.87K — $21.89M 0.0% n/c 1 SEC ↗ ×2
35 Legal & General Group Plc 141.94K — $21.30M 0.0% n/c 1 SEC ↗ ×3
36 Voya Investment Management Llc 141.09K — $21.17M 0.0% n/c 1 SEC ↗ ×3
37 Bridgewater Associates ✦ 135.51K +84.5% $20.34M 0.1% ▲ Add 7 SEC ↗
38 D. E. Shaw & Co. ✦ 131.07K -61.7% $19.67M 0.0% ▼ Trim 7 SEC ↗ ×2
39 Janus Henderson Group Plc 127.57K — $19.15M 0.0% n/c 1 SEC ↗ ×2
40 Prudential Financial Inc 124.74K — $18.72M 0.0% n/c 1 SEC ↗ ×2
41 Envestnet Asset Management Inc 117.22K — $17.59M 0.0% n/c 1 SEC ↗
42 Barclays Plc 113.47K — $17.03M 0.0% n/c 1 SEC ↗ ×2
43 Swiss National Bank 105.10K — $15.77M 0.0% n/c 1 SEC ↗
44 Alliancebernstein L.P. 102.33K — $15.36M 0.0% n/c 1 SEC ↗
45 UBS AM, a distinct business unit of… 101.89K — $15.29M 0.0% n/c 1 SEC ↗ ×8
46 T. Rowe Price ✦ 83.19K +63.6% $12.49M 0.0% ▲ Add 7 SEC ↗ ×2
47 AQR Capital Management ✦ 82.68K +6.1% $12.41M 0.0% ▲ Add 7 SEC ↗ ×6
48 Raymond James Financial Inc 78.58K — $11.79M 0.0% n/c 1 SEC ↗ ×3
49 Creative Planning 77.06K — $11.56M 0.0% n/c 1 SEC ↗ ×2
50 Connor, Clark & Lunn Investment… 73.63K — $11.05M 0.0% n/c 1 SEC ↗
51 Assetmark, Inc 72.67K — $10.91M 0.0% n/c 1 SEC ↗
52 Hotchkis & Wiley Capital Management… 69.08K — $10.37M 0.0% n/c 1 SEC ↗
53 Squarepoint Ops LLC 63.47K — $9.53M 0.0% n/c 1 SEC ↗
54 Stifel Financial Corp 51.68K — $7.76M 0.0% n/c 1 SEC ↗ ×3
55 California State Teachers… 50.32K — $7.55M 0.0% n/c 1 SEC ↗
56 Deutsche Bank Ag\ 44.12K — $6.62M 0.0% n/c 1 SEC ↗ ×3
57 Gotham Asset Management ✦ 42.34K -15.5% $6.35M 0.0% ▼ Trim 2 SEC ↗
58 Franklin Resources Inc 41.77K — $6.27M 0.0% n/c 1 SEC ↗ ×6
59 Universal- Beteiligungs- und… 37.12K — $5.57M 0.0% n/c 1 SEC ↗
60 Asset Management One Co., Ltd. 34.32K — $5.27M 0.0% n/c 1 SEC ↗
61 Tidal Investments LLC 34.69K — $5.21M 0.0% n/c 1 SEC ↗ ×2
62 Royal Bank Of Canada 33.65K — $5.05M 0.0% n/c 1 SEC ↗ ×8
63 Neuberger Berman Group LLC 30.84K — $4.63M 0.0% n/c 1 SEC ↗
64 First Trust Advisors Lp 28.74K — $4.31M 0.0% n/c 1 SEC ↗
65 Russell Investments Group, Ltd. 28.74K — $4.31M 0.0% n/c 1 SEC ↗ ×8
66 LPL Financial LLC 27.74K — $4.16M 0.0% n/c 1 SEC ↗
67 Susquehanna International Group, Llp 27.56K — $4.14M 0.0% n/c 1 SEC ↗
68 Renaissance Technologies ✦ 26.83K New $4.03M 0.0% New 1 SEC ↗
69 Manufacturers Life Insurance… 25.41K — $3.81M 0.0% n/c 1 SEC ↗
70 State Board Of Administration Of… 25.22K — $3.79M 0.0% n/c 1 SEC ↗
71 MIRAE ASSET GLOBAL ETFS HOLDINGS… 24.31K — $3.65M 0.0% n/c 1 SEC ↗
72 Cetera Investment Advisers 22.30K — $3.35M 0.0% n/c 1 SEC ↗
73 Zurcher Kantonalbank (Zurich… 19.70K — $2.96M 0.0% n/c 1 SEC ↗
74 Assenagon Asset Management S.A. 19.57K — $2.94M 0.0% n/c 1 SEC ↗
75 Citigroup Inc 15.97K — $2.40M 0.0% n/c 1 SEC ↗ ×3
76 Bnp Paribas Financial Markets 15.50K — $2.33M 0.0% n/c 1 SEC ↗
77 First Eagle Investment Management… 15.38K — $2.31M 0.0% n/c 1 SEC ↗ ×2
78 Citadel Advisors ✦ 15.02K New $2.25M 0.0% New 1 SEC ↗ ×2
79 Quantinno Capital Management LP 13.98K — $2.10M 0.0% n/c 1 SEC ↗
80 Amundi 13.23K — $1.99M 0.0% n/c 1 SEC ↗
81 GAMCO Investors ✦ 12.89K -42.7% $1.93M 0.0% ▼ Trim 3 SEC ↗
82 Lazard Asset Management Llc 11.70K — $1.76M 0.0% n/c 1 SEC ↗
83 Jennison Associates Llc 10.69K — $1.60M 0.0% n/c 1 SEC ↗
84 ProShare Advisors LLC 10.48K — $1.57M 0.0% n/c 1 SEC ↗
85 Mitsubishi UFJ Trust & Banking Corp 10.13K — $1.52M 0.0% n/c 1 SEC ↗
86 Credit Agricole S A 10.11K — $1.52M 0.0% n/c 1 SEC ↗
87 Nomura Asset Management… 10.10K — $1.52M 0.0% n/c 1 SEC ↗
88 Loomis Sayles & Co L P 10.03K — $1.51M 0.0% n/c 1 SEC ↗
89 Commonwealth Equity Services, Llc 10.02K — $1.50M 0.0% n/c 1 SEC ↗
90 Massachusetts Financial Services Co… 9.23K — $1.39M 0.0% n/c 1 SEC ↗ ×2
91 Walleye Trading LLC 8.98K — $1.35M 0.0% n/c 1 SEC ↗
92 Mariner, LLC 8.91K — $1.34M 0.0% n/c 1 SEC ↗
93 BNP Paribas Asset Management… 7.85K — $1.19M 0.0% n/c 1 SEC ↗ ×2
94 Pictet Asset Management Holding SA 7.93K — $1.19M 0.0% n/c 1 SEC ↗
95 Corient Private Wealth LP 7.72K — $1.16M 0.0% n/c 1 SEC ↗ ×2
96 Captrust Financial Advisors 7.51K — $1.13M 0.0% n/c 1 SEC ↗
97 Cwm, Llc 6.86K — $1.03M 0.0% n/c 1 SEC ↗
98 Mercer Global Advisors Inc /Adv 6.43K — $965,763 0.0% n/c 1 SEC ↗
99 Bank Of Montreal /Can/ 6.10K — $916,026 0.0% n/c 1 SEC ↗ ×4
100 Cerity Partners LLC 5.64K — $846,391 0.0% n/c 1 SEC ↗ ×3

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $101.75M 0.0%
Renaissance Technologies $4.03M 0.0%
Citadel Advisors $2.25M 0.0%

Exited

No tracked exits this quarter.

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 17 Johnson Susan A

Director · 120 sh · $24,055

Aug 28 Johnson Susan A

Director · 120 sh · $24,323

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Jul 31 SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

Jul 08 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API