Ficha del valor · trimestre archivado
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
134Tenedores rastreados
+2Δ titulares
45.74MAcciones mantenidas
$6.87BValor declarado
+3Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.5% ·
flujo de acciones -1.1% ·
nuevas posiciones netas +2.2%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 31.02K | $6.40M | +1 | n/a |
| Q2 2026 | 132 | +7 | 38.56M | $9.74B | +14 | −6 |
| 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 |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Invesco Ltd. | 2.67M | n/a | $400.27M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 5 | Dimensional Fund Advisors Lp | 2.27M | n/a | $340.81M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 6 | State Street Global Advisors ✦ (pasivo) | 2.11M | -2.5% | $316.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 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 | n/a | $123.84M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Allianz Asset Management GmbH | 770.69K | n/a | $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 ✦ (pasivo) | 678.02K | Nuevo | $101.75M | 0.0% | New | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 664.50K | n/a | $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 | n/a | $97.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Nuveen, LLC | 580.93K | n/a | $87.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Allspring Global Investments… | 539.64K | n/a | $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 | n/a | $61.17M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 21 | Alyeska Investment Group, L.P. | 356.04K | n/a | $53.43M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | American Century Companies Inc | 355.84K | n/a | $53.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | New York State Common Retirement… | 326.88K | n/a | $49.05M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 315.21K | n/a | $47.30M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Principal Financial Group Inc | 311.92K | n/a | $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 | n/a | $35.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Qube Research & Technologies Ltd | 217.55K | n/a | $32.65M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 178.67K | n/a | $26.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Victory Capital Management Inc | 165.84K | n/a | $24.89M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 148.12K | n/a | $22.23M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 145.87K | n/a | $21.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Legal & General Group Plc | 141.94K | n/a | $21.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Voya Investment Management Llc | 141.09K | n/a | $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 | n/a | $19.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Prudential Financial Inc | 124.74K | n/a | $18.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Envestnet Asset Management Inc | 117.22K | n/a | $17.59M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Barclays Plc | 113.47K | n/a | $17.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Swiss National Bank | 105.10K | n/a | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 102.33K | n/a | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 101.89K | n/a | $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 | n/a | $11.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Creative Planning | 77.06K | n/a | $11.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Connor, Clark & Lunn Investment… | 73.63K | n/a | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 72.67K | n/a | $10.91M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Hotchkis & Wiley Capital Management… | 69.08K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Squarepoint Ops LLC | 63.47K | n/a | $9.53M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 51.68K | n/a | $7.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | California State Teachers… | 50.32K | n/a | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Deutsche Bank Ag\ | 44.12K | n/a | $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 | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 59 | Universal- Beteiligungs- und… | 37.12K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Asset Management One Co., Ltd. | 34.32K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Tidal Investments LLC | 34.69K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Royal Bank Of Canada | 33.65K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 63 | Neuberger Berman Group LLC | 30.84K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 28.74K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 28.74K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 66 | LPL Financial LLC | 27.74K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 27.56K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Renaissance Technologies ✦ | 26.83K | Nuevo | $4.03M | 0.0% | New | 1 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 25.41K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 25.22K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 24.31K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Cetera Investment Advisers | 22.30K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 19.70K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Assenagon Asset Management S.A. | 19.57K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Citigroup Inc | 15.97K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Bnp Paribas Financial Markets | 15.50K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | First Eagle Investment Management… | 15.38K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Citadel Advisors ✦ | 15.02K | Nuevo | $2.25M | 0.0% | New | 1 | SEC ↗ ×2 |
| 79 | Quantinno Capital Management LP | 13.98K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Amundi | 13.23K | n/a | $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 | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Jennison Associates Llc | 10.69K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | ProShare Advisors LLC | 10.48K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Mitsubishi UFJ Trust & Banking Corp | 10.13K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Credit Agricole S A | 10.11K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Nomura Asset Management… | 10.10K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Loomis Sayles & Co L P | 10.03K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Commonwealth Equity Services, Llc | 10.02K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Massachusetts Financial Services Co… | 9.23K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Walleye Trading LLC | 8.98K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Mariner, LLC | 8.91K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | BNP Paribas Asset Management… | 7.85K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Pictet Asset Management Holding SA | 7.93K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Corient Private Wealth LP | 7.72K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Captrust Financial Advisors | 7.51K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Cwm, Llc | 6.86K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mercer Global Advisors Inc /Adv | 6.43K | n/a | $965,763 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 6.10K | n/a | $916,026 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 100 | Cerity Partners LLC | 5.64K | n/a | $846,391 | 0.0% | n/c | 1 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Norges Bank | $101.75M | 0.0% |
| Renaissance Technologies | $4.03M | 0.0% |
| Citadel Advisors | $2.25M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 452 tenedores, 52.66M acciones, $6.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 17
Johnson Susan A
Director · 120 acc. · $24,055
Aug 28
Johnson Susan A
Director · 120 acc. · $24,323
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 06
SC 13G/A: FMR LLC
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 08
SC 13G/A: BlackRock, Inc.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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