Ficha del valor
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
132Tenedores rastreados
+7Δ titulares
38.58MAcciones mantenidas
$9.74BValor declarado
+14Nuevas posiciones
−6Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -3.4% ·
nuevas posiciones netas +6.1%
— 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 | 132 | +7 | 38.58M | $9.74B | +14 | −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 | — | — |
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 ↗ |
| 2 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 5.50M | -36.0% | $1.39B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 2.33M | -1.0% | $589.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 2.17M | -10.3% | $548.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (pasivo) | 1.70M | -21.5% | $429.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Jane Street Group, Llc | 1.52M | +1040.2% | $385.06M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 1.52M | +1040.2% | $385.06M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 1.34M | -38.4% | $339.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Geode Capital Management ✦ (pasivo) | 1.21M | -21.2% | $305.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Geode Capital Management ✦ (pasivo) | 1.21M | -21.2% | $305.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 881.56K | -6.6% | $223.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 846.68K | +628.3% | $214.28M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 846.68K | +628.3% | $214.28M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 61 | Fisher Asset Management ✦ | 767.70K | -7.9% | $194.29M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 746.85K | -21.0% | $189.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Millennium Management ✦ | 688.39K | +63.8% | $174.22M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 69 | Allianz Asset Management GmbH | 699.78K | -7.0% | $168.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 70 | Allianz Asset Management GmbH | 699.78K | -7.0% | $168.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 71 | Norges Bank ✦ (pasivo) | 662.31K | Nuevo | $167.62M | 0.0% | New | 1 | SEC ↗ |
| 72 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Northern Trust Corp | 512.83K | -25.7% | $129.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Alyeska Investment Group, L.P. | 504.07K | +365.4% | $127.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 79 | Susquehanna International Group, Llp | 470.06K | +1936.9% | $118.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 470.06K | +1936.9% | $118.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 81 | Charles Schwab Investment… | 438.02K | -31.8% | $110.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Hrt Financial Lp | 400.90K | +2029.1% | $101.46M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 83 | Hrt Financial Lp | 400.90K | +2029.1% | $101.46M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 391.49K | +120.3% | $99.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Citadel Advisors ✦ | 391.49K | +120.3% | $99.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Capital World Investors ✦ | 364.26K | Nuevo | $92.19M | 0.0% | New | 1 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 370.09K | -11.5% | $89.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 345.83K | -7.0% | $87.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«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% |
Posición cerrada
| MIRAE ASSET GLOBAL ETFS… | $3.25M | era 0.0% |
| Schroder Investment… | $1.91M | era 0.0% |
| Peak6 Llc | $952,724 | 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.
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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