Запись по ценной бумаге · архивный квартал
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
127Отслеживаемые держатели
-8Δ держателей
39.36MАкций в держании
$5.10BОтчётная стоимость
+4Новые позиции
−13Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -5.9% ·
поток акций -3.2% ·
новые чистые позиции -7.1%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 2.16M | +2.6% | $280.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| California Public Employees… | $11.26M | 0.0% |
| Hrt Financial Lp | $2.44M | 0.0% |
| Peak6 Llc | $952,724 | 0.0% |
Закрыто
| Norges Bank | $101.75M | составлял 0.0% |
| Arrowstreet Capital | $71.31M | составлял 0.0% |
| Gotham Asset Management | $6.35M | составлял 0.0% |
| Renaissance Technologies | $4.03M | составлял 0.0% |
| Assenagon Asset Management… | $2.94M | составлял 0.0% |
| First Eagle Investment… | $2.31M | составлял 0.0% |
| GAMCO Investors | $1.93M | составлял 0.0% |
| Loomis Sayles & Co L P | $1.51M | составлял 0.0% |
| Walleye Trading LLC | $1.35M | составлял 0.0% |
| Canada Pension Plan… | $810,378 | составлял 0.0% |
| Simplex Trading, Llc | $649,502 | составлял 0.0% |
| Mackenzie Financial Corp | $515,430 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 452 держатели, 52.66M акции, $6.70B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 17
Johnson Susan A
Director · 120 акц. · $24,055
Aug 28
Johnson Susan A
Director · 120 акц. · $24,323
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 06
SC 13G/A: FMR LLC
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 08
SC 13G/A: BlackRock, Inc.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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