증권 기록 · 과거 분기 (아카이브)
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
134추적 보유자
+2Δ 보유자
45.74M보유 주식 수
$6.87B보고 가치
+3신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.5% ·
주식 흐름 -1.1% ·
순 신규 포지션 +2.2%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 2.11M | -2.5% | $316.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (패시브) | 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 ✦ (패시브) | 678.02K | 신규 | $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 | 신규 | $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 | 신규 | $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 |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Norges Bank | $101.75M | 0.0% |
| Renaissance Technologies | $4.03M | 0.0% |
| Citadel Advisors | $2.25M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
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 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 17
Johnson Susan A
Director · 120 주(sh) · $24,055
Aug 28
Johnson Susan A
Director · 120 주(sh) · $24,323
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 06
SC 13G/A: FMR LLC
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 08
SC 13G/A: BlackRock, Inc.
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: Q4 2025 ·
방법론 ·
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