Ficha del valor · trimestre archivado
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
127Tenedores rastreados
-8Δ titulares
39.36MAcciones mantenidas
$5.10BValor declarado
+4Nuevas posiciones
−13Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -5.9% ·
flujo de acciones -3.2% ·
nuevas posiciones netas -7.1%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 | 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.59M | +3.1% | $1.11B | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Fidelity (FMR) ✦ | 7.26M | +5.3% | $940.73M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 2.42M | -9.4% | $313.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 4 | Vanguard Capital Management Llc | 2.35M | n/a | $304.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 2.18M | -4.1% | $282.23M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | State Street Global Advisors ✦ (pasivo) | 2.16M | +2.6% | $280.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 1.53M | -6.0% | $198.56M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 945.38K | +14.6% | $122.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Morgan Stanley ✦ | 944.08K | -15.0% | $122.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 10 | Fisher Asset Management ✦ | 833.85K | +28.2% | $108.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 752.77K | -2.3% | $97.59M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Northern Trust Corp | 690.04K | +3.8% | $89.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 13 | Charles Schwab Investment… | 641.87K | -1.2% | $83.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Nuveen, LLC | 467.32K | -19.6% | $60.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Allspring Global Investments… | 449.20K | -16.8% | $58.48M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | American Century Companies Inc | 431.87K | +21.4% | $55.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 420.15K | +56.3% | $54.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 418.07K | +56.4% | $51.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 19 | Goldman Sachs Group ✦ | 388.59K | -46.4% | $50.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Bank of New York Mellon Corp | 371.96K | -8.7% | $48.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 21 | New York State Common Retirement… | 324.37K | -0.8% | $42.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Principal Financial Group Inc | 319.49K | +2.4% | $41.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | UBS Group AG | 286.95K | +60.6% | $37.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Sei Investments Co | 245.37K | -22.2% | $31.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Wells Fargo & Company/Mn | 196.97K | -17.3% | $25.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Victory Capital Management Inc | 196.38K | +18.4% | $25.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 177.72K | +1083.3% | $23.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Wellington Management ✦ | 151.73K | -48.0% | $19.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rhumbline Advisers | 151.68K | +2.4% | $19.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 133.44K | +4562.5% | $17.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Legal & General Group Plc | 131.12K | -7.6% | $17.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Envestnet Asset Management Inc | 126.42K | +7.8% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 125.20K | -14.2% | $16.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Prudential Financial Inc | 120.95K | -3.0% | $15.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Alliancebernstein L.P. | 101.62K | -0.7% | $15.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 116.25K | -11.3% | $15.07M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 37 | Alyeska Investment Group, L.P. | 108.30K | -69.6% | $14.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Swiss National Bank | 107.90K | +2.7% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 103.55K | +1.6% | $13.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 40 | Connor, Clark & Lunn Investment… | 94.36K | +28.2% | $12.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 88.64K | -79.3% | $11.49M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 42 | Creative Planning | 87.26K | +13.2% | $11.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | California Public Employees… | 86.82K | Nuevo | $11.26M | 0.0% | New | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 85.01K | +2.8% | $11.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 45 | Assetmark, Inc | 79.07K | +8.8% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Raymond James Financial Inc | 72.09K | -8.2% | $9.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Qube Research & Technologies Ltd | 70.08K | -67.8% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | LPL Financial LLC | 68.65K | +147.5% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | California State Teachers… | 63.75K | +26.7% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 61.75K | -25.8% | $8.01M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 51 | Tidal Investments LLC | 57.09K | +64.6% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Bridgewater Associates ✦ | 55.38K | -59.1% | $7.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | Stifel Financial Corp | 50.47K | -2.3% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Deutsche Bank Ag\ | 49.67K | +12.6% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Hotchkis & Wiley Capital Management… | 48.82K | -29.3% | $6.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Franklin Resources Inc | 44.97K | +7.7% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 57 | Fifth Third Bancorp | 36.85K | +7723.8% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Janus Henderson Group Plc | 33.93K | -73.4% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Lazard Asset Management Llc | 29.21K | +149.6% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Squarepoint Ops LLC | 27.81K | -56.2% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Zurcher Kantonalbank (Zurich… | 27.38K | +39.0% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Universal- Beteiligungs- und… | 27.33K | -26.4% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Barclays Plc | 27.11K | -76.1% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.06K | +3.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 24.54K | -3.4% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Cetera Investment Advisers | 24.19K | +8.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | State Board Of Administration Of… | 23.57K | -6.6% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 23.08K | -16.3% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Asset Management One Co., Ltd. | 22.57K | -34.2% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Credit Agricole S A | 20.11K | +98.9% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Hrt Financial Lp | 18.83K | Nuevo | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 72 | Commonwealth Equity Services, Llc | 16.14K | +61.2% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Voya Investment Management Llc | 15.59K | -89.0% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | First Trust Advisors Lp | 14.99K | -47.9% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Schroder Investment Management Group | 15.38K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Quantinno Capital Management LP | 14.65K | +4.8% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Mitsubishi UFJ Trust & Banking Corp | 14.57K | +43.8% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 14.10K | -58.1% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 79 | Bnp Paribas Financial Markets | 14.05K | -9.4% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Man Group plc | 12.37K | +143.7% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Amundi | 11.80K | -10.8% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Jennison Associates Llc | 10.45K | -2.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Nomura Asset Management… | 10.10K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 9.00K | -68.7% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 85 | Massachusetts Financial Services Co… | 8.99K | -2.6% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 86 | Citigroup Inc | 8.89K | -44.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 87 | Mariner, LLC | 8.72K | -2.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | ProShare Advisors LLC | 8.60K | -17.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 8.52K | +7.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 8.02K | +24.6% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Captrust Financial Advisors | 7.57K | +0.8% | $981,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Peak6 Llc | 7.35K | Nuevo | $952,724 | 0.0% | New | 1 | SEC ↗ |
| 93 | Neuberger Berman Group LLC | 7.18K | -76.7% | $930,815 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Cwm, Llc | 6.40K | -6.7% | $829,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Empower Advisory Group, LLC | 6.04K | +45.8% | $782,827 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 5.54K | +13.5% | $718,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | State Of Wisconsin Investment Board | 5.32K | +84.2% | $689,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 5.37K | +48.8% | $685,243 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | HighTower Advisors, LLC | 4.88K | +55.8% | $633,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Lido Advisors, LLC | 4.41K | +4.5% | $571,842 | 0.0% | ▲ Add | 2 | 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
| California Public Employees… | $11.26M | 0.0% |
| Hrt Financial Lp | $2.44M | 0.0% |
| Peak6 Llc | $952,724 | 0.0% |
Posición cerrada
| Norges Bank | $101.75M | era 0.0% |
| Arrowstreet Capital | $71.31M | era 0.0% |
| Gotham Asset Management | $6.35M | era 0.0% |
| Renaissance Technologies | $4.03M | era 0.0% |
| Assenagon Asset Management… | $2.94M | era 0.0% |
| First Eagle Investment… | $2.31M | era 0.0% |
| GAMCO Investors | $1.93M | era 0.0% |
| Loomis Sayles & Co L P | $1.51M | era 0.0% |
| Walleye Trading LLC | $1.35M | era 0.0% |
| Canada Pension Plan… | $810,378 | era 0.0% |
| Simplex Trading, Llc | $649,502 | era 0.0% |
| Mackenzie Financial Corp | $515,430 | era 0.0% |
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: Q1 2026 ·
Metodología ·
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