Ficha del valor
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
129Tenedores rastreados
+6Δ titulares
38.55MAcciones mantenidas
$9.74BValor declarado
+13Nuevas posiciones
−8Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.9% ·
flujo de acciones -3.4% ·
nuevas posiciones netas +3.9%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ ×18 |
| 3 | Vanguard Capital Management Llc | 2.33M | -1.0% | $589.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.70M | -21.5% | $429.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Jane Street Group, Llc | 1.52M | +1040.2% | $385.06M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (pasivo) | 1.21M | -21.2% | $305.28M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 10 | D. E. Shaw & Co. ✦ | 846.68K | +628.3% | $214.28M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 11 | Fisher Asset Management ✦ | 767.70K | -7.9% | $194.29M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 13 | Millennium Management ✦ | 688.39K | +63.8% | $174.22M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 687.51K | -8.7% | $173.99M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Norges Bank ✦ (pasivo) | 662.31K | Nuevo | $167.62M | 0.0% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 17 | Alyeska Investment Group, L.P. | 504.07K | +365.4% | $127.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 470.06K | +1936.9% | $118.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Charles Schwab Investment… | 438.02K | -31.8% | $110.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 400.90K | +2029.1% | $101.46M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 391.49K | +120.3% | $99.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Capital World Investors ✦ | 364.26K | Nuevo | $92.19M | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 24 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 25 | Wellington Management ✦ | 320.75K | +111.4% | $81.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 26 | Goldman Sachs Group ✦ | 296.98K | -23.6% | $75.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 27 | Allspring Global Investments… | 300.81K | -33.0% | $74.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Connor, Clark & Lunn Investment… | 282.16K | +199.0% | $71.41M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | New York State Common Retirement… | 270.96K | -16.5% | $68.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Sei Investments Co | 244.08K | -0.5% | $61.77M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Qube Research & Technologies Ltd | 209.69K | +199.2% | $53.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 194.25K | -58.4% | $49.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Principal Financial Group Inc | 180.79K | -43.4% | $45.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | American Century Companies Inc | 165.75K | -61.6% | $41.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 160.91K | -18.3% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 36 | Rhumbline Advisers | 142.63K | -6.0% | $36.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 138.03K | Nuevo | $34.93M | 0.0% | New | 1 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 136.22K | +120.6% | $34.48M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 39 | Ameriprise Financial Inc | 129.50K | +3.4% | $32.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 122.17K | +18.0% | $30.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 41 | Marshall Wace ✦ | 111.22K | +25.5% | $28.15M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 42 | Envestnet Asset Management Inc | 109.85K | -13.1% | $27.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Swiss National Bank | 104.10K | -3.5% | $26.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bridgewater Associates ✦ | 103.96K | +87.7% | $26.31M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 45 | California Public Employees… | 101.86K | +17.3% | $25.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | UBS Group AG | 97.55K | -66.0% | $24.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | AQR Capital Management ✦ | 87.04K | +2.4% | $22.03M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 48 | Raymond James Financial Inc | 85.28K | +18.3% | $21.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Creative Planning | 79.69K | -8.7% | $20.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Legal & General Group Plc | 77.49K | -40.9% | $19.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | First Trust Advisors Lp | 75.94K | +406.8% | $19.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Boston Partners | 71.87K | Nuevo | $18.19M | 0.0% | New | 1 | SEC ↗ ×3 |
| 53 | Squarepoint Ops LLC | 70.99K | +155.3% | $17.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 65.95K | +641.6% | $16.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Victory Capital Management Inc | 62.61K | -68.1% | $15.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 62.59K | -20.8% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | LPL Financial LLC | 59.61K | -13.2% | $15.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Point72 Asset Management ✦ | 58.10K | Nuevo | $14.70M | 0.0% | New | 1 | SEC ↗ |
| 59 | Barclays Plc | 47.35K | +74.7% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 60 | Tidal Investments LLC | 43.70K | -23.5% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Alliancebernstein L.P. | 83.81K | -17.5% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Tudor Investment Corp Et Al | 41.73K | Nuevo | $10.56M | 0.0% | New | 1 | SEC ↗ |
| 63 | State Board Of Administration Of… | 41.42K | +75.7% | $10.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Nomura Asset Management… | 39.23K | +288.5% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 36.50K | +48.8% | $9.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 31.31K | +122.9% | $7.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fifth Third Bancorp | 28.13K | -23.7% | $7.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Lazard Asset Management Llc | 27.78K | -4.9% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Hotchkis & Wiley Capital Management… | 27.08K | -44.5% | $6.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Franklin Resources Inc | 26.62K | -40.8% | $6.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 71 | Russell Investments Group, Ltd. | 23.80K | +164.4% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 72 | Zurcher Kantonalbank (Zurich… | 22.06K | -19.4% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 21.89K | +55.2% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 74 | Cetera Investment Advisers | 20.39K | -15.7% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Credit Agricole S A | 20.11K | 0.0% | $5.09M | 0.0% | Held | 3 | SEC ↗ |
| 76 | Deutsche Bank Ag\ | 19.03K | -61.7% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 77 | BNP Paribas Asset Management… | 17.07K | +681.0% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 78 | Prudential Financial Inc | 16.14K | -86.7% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Asset Management One Co., Ltd. | 16.07K | -28.8% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Pacer Advisors, Inc. | 14.95K | +29211.8% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 14.91K | +1.8% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Universal- Beteiligungs- und… | 11.68K | -57.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Simplex Trading, Llc | 11.67K | Nuevo | $2.95M | 0.1% | New | 1 | SEC ↗ |
| 84 | Commonwealth Equity Services, Llc | 11.02K | -31.8% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Voya Investment Management Llc | 10.36K | -33.6% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Mercer Global Advisors Inc /Adv | 9.18K | +14.4% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Arrowstreet Capital ✦ | 8.71K | Nuevo | $2.21M | 0.0% | New | 1 | SEC ↗ |
| 88 | Massachusetts Financial Services Co… | 8.65K | -3.8% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Osaic Holdings, Inc. | 8.61K | +55.2% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | Pictet Asset Management Holding SA | 8.22K | -3.6% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Mariner, LLC | 7.36K | -15.7% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Jennison Associates Llc | 7.30K | -30.1% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | LMR Partners LLP | 6.96K | Nuevo | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 94 | State Of Wisconsin Investment Board | 6.94K | +30.4% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Captrust Financial Advisors | 6.44K | -15.0% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 6.07K | -15.5% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | Man Group plc | 5.90K | -52.3% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Empower Advisory Group, LLC | 5.81K | -3.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 5.25K | -89.6% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Federated Hermes, Inc. | 4.74K | +604.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $167.62M | 0.0% |
| Capital World Investors | $92.19M | 0.0% |
| Renaissance Technologies | $34.93M | 0.0% |
| Boston Partners | $18.19M | 0.0% |
| Point72 Asset Management | $14.70M | 0.0% |
| Tudor Investment Corp Et Al | $10.56M | 0.0% |
| Simplex Trading, Llc | $2.95M | 0.1% |
| Arrowstreet Capital | $2.21M | 0.0% |
| LMR Partners LLP | $1.76M | 0.0% |
Posición cerrada
| MIRAE ASSET GLOBAL ETFS… | $3.25M | era 0.0% |
| Schroder Investment… | $1.91M | era 0.0% |
| Amundi | $1.53M | era 0.0% |
| Peak6 Llc | $952,724 | era 0.0% |
| HighTower Advisors, LLC | $633,032 | era 0.0% |
| Holocene Advisors, LP | $314,247 | era 0.0% |
| National Bank Of Canada /Fi/ | $5,287 | era 0.0% |
| Optiver Holding B.V. | $1,815 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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: Q2 2026 ·
Metodología ·
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