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
소유권 분산 — 보유자 수 증가, 총 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 | 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 · 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 ↗ |
| 2 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 8.33M | +4.0% | $1.25B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 6.89M | -8.9% | $1.03B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 6.89M | -8.9% | $1.03B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.89M | -8.9% | $1.03B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 6.89M | -8.9% | $1.03B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 6.89M | -8.9% | $1.03B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | The Vanguard Group ✦ (패시브) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | The Vanguard Group ✦ (패시브) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | The Vanguard Group ✦ (패시브) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | The Vanguard Group ✦ (패시브) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | The Vanguard Group ✦ (패시브) | 6.78M | -5.5% | $1.02B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Invesco Ltd. | 2.67M | — | $400.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 2.27M | — | $340.81M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 2.27M | — | $340.81M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 2.27M | — | $340.81M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 2.27M | — | $340.81M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 2.27M | — | $340.81M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (패시브) | 2.11M | -2.5% | $316.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Geode Capital Management ✦ (패시브) | 1.63M | +3.7% | $244.50M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 47 | Geode Capital Management ✦ (패시브) | 1.63M | +3.7% | $244.50M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.11M | -17.2% | $166.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 825.22K | — | $123.84M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Allianz Asset Management GmbH | 770.69K | — | $115.66M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Allianz Asset Management GmbH | 770.69K | — | $115.66M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 725.35K | -16.3% | $108.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 725.35K | -16.3% | $108.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 725.35K | -16.3% | $108.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 725.35K | -16.3% | $108.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Norges Bank ✦ (패시브) | 678.02K | 신규 | $101.75M | 0.0% | New | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 664.50K | — | $99.72M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 650.17K | +289.6% | $97.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Charles Schwab Investment… | 649.42K | — | $97.46M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Nuveen, LLC | 580.93K | — | $87.18M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Nuveen, LLC | 580.93K | — | $87.18M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Nuveen, LLC | 580.93K | — | $87.18M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Allspring Global Investments… | 539.64K | — | $85.96M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Allspring Global Investments… | 539.64K | — | $85.96M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Allspring Global Investments… | 539.64K | — | $85.96M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Arrowstreet Capital ✦ | 475.15K | +158.0% | $71.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Marshall Wace ✦ | 428.52K | +520.3% | $64.31M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 91 | Marshall Wace ✦ | 428.52K | +520.3% | $64.31M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 92 | Marshall Wace ✦ | 428.52K | +520.3% | $64.31M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 407.60K | — | $61.17M | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Norges Bank | $101.75M | 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 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: Q4 2025 ·
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