증권 기록
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
129추적 보유자
+6Δ 보유자
38.55M보유 주식 수
$9.74B보고 가치
+13신규 편입 포지션
−8청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.9% ·
주식 흐름 -3.4% ·
순 신규 포지션 +3.9%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.03M | +10.7% | $2.03B | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 662.31K | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| MIRAE ASSET GLOBAL ETFS… | $3.25M | 이었음 0.0% |
| Schroder Investment… | $1.91M | 이었음 0.0% |
| Amundi | $1.53M | 이었음 0.0% |
| Peak6 Llc | $952,724 | 이었음 0.0% |
| HighTower Advisors, LLC | $633,032 | 이었음 0.0% |
| Holocene Advisors, LP | $314,247 | 이었음 0.0% |
| National Bank Of Canada /Fi/ | $5,287 | 이었음 0.0% |
| Optiver Holding B.V. | $1,815 | 이었음 0.0% |
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.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 17
Johnson Susan A
Director · 120 주(sh) · $24,055
Aug 28
Johnson Susan A
Director · 120 주(sh) · $24,323
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 06
SC 13G/A — FMR LLC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 08
SC 13G/A — BlackRock, Inc.
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: Q2 2026 ·
방법론 ·
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