SanminaSANM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 573 institutions reported holding Sanmina Corp. (SANM) in their 13F filings, up 113 from Q1 2026. 163 opened new positions and 51 sold out. The largest holders were FMR LLC ($2.0B), BlackRock, Inc. ($1.4B) and Vanguard Portfolio Management LLC ($772.2M). 11 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Sanmina Corp.
- CUSIP
- 801056102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 163 | $443.7M |
| Exits | 51 | $73.8M |
All 13F filers, Q1 2026 → Q2 2026: 8,120,624 shares bought and 11,685,549 shares sold, net −3,564,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| FMR LLC | 0.09% | Add +10.7% | 8,032,556 | $2.0B |
| BlackRock, Inc. | 0.02% | Reduce -36.0% | 5,495,109 | $1.4B |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -24.2% | 3,051,029 | $772.2M |
| Vanguard Capital Management LLC | 0.01% | Reduce -1.0% | 2,327,693 | $589.1M |
| Invesco Ltd. | 0.04% | Reduce -10.3% | 2,166,769 | $548.4M |
| State Street Corp. | 0.01% | Reduce -21.5% | 1,696,291 | $429.3M |
| Jane Street Group, LLC | 0.25% | Add +1040.2% | 1,521,491 | $385.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -38.4% | 1,342,197 | $339.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -21.3% | 1,206,012 | $305.3M |
| Advanced Micro Devices Inc. | 22.21% | No change | 1,151,052 | $291.3M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 881,557 | $223.1M |
| D. E. Shaw & Co. | 0.14% | Add +628.3% | 846,681 | $214.3M |
| Fisher Asset Management | 0.06% | Reduce -7.9% | 767,697 | $194.3M |
| Bank of America Corp. | 0.01% | Reduce -21.0% | 746,848 | $189.0M |
| Earnest Partners LLC | 0.64% | Reduce -18.2% | 699,656 | $177.1M |
| Millennium Management | 0.12% | Add +63.8% | 688,388 | $174.2M |
| Allianz Asset Management GmbH | 0.16% | Reduce -8.7% | 687,507 | $174.0M |
| Norges Bank | 0.02% | — | 662,307 | $167.6M |
| Vaughan Nelson Investment Management, L.P. | 1.22% | Reduce -28.3% | 546,725 | $138.4M |
| Northern Trust Corp. | 0.02% | Reduce -25.7% | 512,834 | $129.8M |
| Alyeska Investment Group, L.P. | 0.33% | Add +365.4% | 504,067 | $127.6M |
| Susquehanna International Group, LLP | 0.11% | Add +1936.9% | 470,065 | $119.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -31.8% | 438,017 | $110.9M |
| HRT Financial LP | 0.18% | Add +2013.7% | 398,002 | $100.7M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Reduce -43.6% | 394,130 | $99.7M |
| Citadel Advisors | 0.06% | Add +120.3% | 391,486 | $99.1M |
| Frontier Capital Management Co. LLC | 0.89% | Reduce -40.7% | 378,111 | $95.7M |
| Capital World Investors | 0.01% | New | 364,259 | $92.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.5% | 370,093 | $89.6M |
| Hennessy Advisors Inc. | 2.81% | Add +13.9% | 347,400 | $87.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 345,828 | $87.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -6.6% | 339,191 | $85.8M |
| Wellington Management Group LLP | 0.01% | Add +111.4% | 320,747 | $81.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.6% | 296,982 | $75.2M |
| Global Alpha Capital Management Ltd. | 4.49% | Reduce -50.8% | 296,337 | $75.0M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -33.0% | 300,805 | $74.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.14% | Add +199.0% | 282,164 | $71.4M |
| New York State Common Retirement Fund | 0.09% | Reduce -16.5% | 270,960 | $68.6M |
| Los Angeles Capital Management LLC | 0.24% | Add +589.0% | 256,283 | $64.9M |
| Sei Investments Co. | 0.05% | Reduce -0.5% | 244,082 | $61.8M |
| Qube Research & Technologies Ltd | 0.06% | Add +199.2% | 209,695 | $53.1M |
| Nuveen, LLC | 0.01% | Reduce -58.4% | 194,248 | $49.2M |
| Madison Avenue Partners, LP | 2.05% | New | 188,322 | $47.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -43.4% | 180,790 | $45.8M |
| Lord, Abbett & Co. LLC | 0.13% | Add +24.9% | 169,911 | $43.0M |
| American Century Companies Inc. | 0.02% | Reduce -61.6% | 165,754 | $41.9M |
| Wells Fargo & Company | 0.01% | Reduce -18.3% | 160,906 | $40.7M |
| Rhumbline Advisers | 0.03% | Reduce -6.0% | 142,632 | $36.1M |
| Renaissance Technologies | 0.05% | New | 138,033 | $34.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +120.6% | 136,216 | $34.5M |
| Ameriprise Financial Inc. | 0.01% | Add +3.4% | 129,496 | $32.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +18.0% | 122,167 | $30.9M |
| Marshall Wace, LLP | 0.02% | Add +25.5% | 111,224 | $28.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.1% | 109,846 | $27.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -38.2% | 106,365 | $26.9M |
| Swiss National Bank | 0.01% | Reduce -3.5% | 104,100 | $26.3M |
| Lone Peak Global Investors LLC | 3.62% | Add +6.1% | 104,055 | $26.3M |
| Bridgewater Associates | 0.11% | Add +87.7% | 103,959 | $26.3M |
| California Public Employees Retirement System | 0.01% | Add +17.3% | 101,862 | $25.8M |
| UBS Group AG | 0.00% | Reduce -66.0% | 97,547 | $24.7M |
| AQR Capital Management | 0.01% | Add +2.4% | 87,039 | $22.0M |
| Trexquant Investment LP | 0.14% | New | 86,320 | $21.8M |
| Raymond James Financial Inc. | 0.01% | Add +18.3% | 85,279 | $21.6M |
| Freestone Grove Partners LP | 0.13% | Add +78.4% | 80,274 | $20.3M |
| Creative Planning | 0.01% | Reduce -8.7% | 79,690 | $20.2M |
| Legal & General Group Plc | 0.00% | Reduce -40.9% | 77,489 | $19.6M |
| First Trust Advisors LP | 0.01% | Add +406.8% | 75,944 | $19.2M |
| Oribel Capital Management, LP | 1.60% | New | 75,900 | $19.2M |
| United Capital Management of KS, Inc. | 2.45% | Reduce -29.0% | 73,911 | $18.7M |
| Boston Partners | 0.02% | New | 71,872 | $18.2M |
| Squarepoint Ops LLC | 0.04% | Add +155.3% | 70,990 | $18.0M |
| Portolan Capital Management, LLC | 0.65% | Add +149.7% | 68,255 | $17.3M |
| Jupiter Topco LLC | 0.01% | — | 67,720 | $17.1M |
| CastleKnight Management LP | 0.62% | Reduce -74.2% | 66,883 | $16.9M |
| Citigroup Inc. | 0.01% | Add +641.6% | 65,953 | $16.7M |
| Retirement Systems of Alabama | 0.05% | New | 65,142 | $16.5M |
| Hillsdale Investment Management Inc. | 0.36% | Reduce -15.5% | 62,863 | $15.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -68.1% | 62,614 | $15.8M |
| Assetmark, Inc. | 0.03% | Reduce -20.8% | 62,591 | $15.8M |
| Bessemer Group Inc. | 0.02% | Add +0.1% | 60,715 | $15.4M |
| Sora Investors LLC | 1.17% | Add +1412.7% | 60,507 | $15.3M |
| California State Teachers Retirement System | 0.01% | Reduce -5.6% | 60,175 | $15.2M |
| LPL Financial LLC | 0.00% | Reduce -13.2% | 59,609 | $15.1M |
| Royce & Associates LP | 0.12% | Reduce -26.4% | 58,192 | $14.7M |
| Point72 Asset Management | 0.02% | New | 58,096 | $14.7M |
| Occam Crest Management LP | 7.14% | Add +29.5% | 79,000 | $12.9M |
| De Lisle Partners LLP | 1.41% | Add +15.9% | 51,000 | $12.9M |
| Empowered Funds, LLC | 0.07% | Add +146.9% | 50,238 | $12.7M |
| Heartland Advisors Inc. | 0.56% | Add +25.0% | 50,000 | $12.7M |
| Renaissance Group LLC | 0.51% | Reduce -16.6% | 49,282 | $12.5M |
| Barclays PLC | 0.00% | Add +74.7% | 47,346 | $12.0M |
| Y-Intercept (Hong Kong) Ltd | 0.24% | Add +27.9% | 47,061 | $11.9M |
| Tidal Investments LLC | 0.03% | Reduce -23.5% | 43,695 | $11.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +1.6% | 43,307 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.5% | 83,814 | $10.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.3% | 42,625 | $10.8M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -10.4% | 42,124 | $10.7M |
| Catalyst Funds Management Pty Ltd | 0.60% | New | 42,050 | $10.6M |
| Tudor Investment Corporation | 0.04% | New | 41,730 | $10.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +75.7% | 41,416 | $10.5M |
"% of holder's portfolio" is SANM's weight in each manager's 13F, not the share of Sanmina Corp. the manager owns.