SanminaSANM
13F holders, Q4 2025 (December 31)451holders +67
88new positions
35sold out
10famous investors
$150.18avg. 13F price*
At the end of Q4 2025, 451 institutions reported holding Sanmina Corp. (SANM) in their 13F filings, up 67 from Q3 2025. 88 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($1.3B), FMR LLC ($1.0B) and Vanguard Group Inc. ($1.0B). 10 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sanmina Corp.
- CUSIP
- 801056102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $188.2M |
| Exits | 35 | $72.3M |
All 13F filers, Q3 2025 → Q4 2025: 4,656,461 shares bought and 5,410,277 shares sold, net −753,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| BlackRock, Inc. | 0.02% | Add +4.0% | 8,334,042 | $1.3B |
| FMR LLC | 0.05% | Reduce -8.9% | 6,888,702 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -5.5% | 6,782,467 | $1.0B |
| Invesco Ltd. | 0.04% | Add +22.0% | 2,667,240 | $400.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -8.8% | 2,270,984 | $340.8M |
| State Street Corp. | 0.01% | Reduce -2.5% | 2,105,710 | $316.0M |
| Geode Capital Management, LLC | 0.02% | Add +3.7% | 1,629,023 | $244.5M |
| Advanced Micro Devices Inc. | 89.65% | — | 1,151,052 | $172.7M |
| Morgan Stanley | 0.01% | Reduce -17.2% | 1,110,660 | $166.7M |
| Earnest Partners LLC | 0.56% | Reduce -11.9% | 866,104 | $130.0M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 825,218 | $123.8M |
| Allianz Asset Management GmbH | 0.13% | Reduce -0.8% | 770,688 | $115.7M |
| Fuller & Thaler Asset Management, Inc. | 0.37% | Add +17.3% | 732,369 | $109.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -16.3% | 725,345 | $108.9M |
| Norges Bank | 0.01% | — | 678,024 | $101.8M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 664,502 | $99.7M |
| Fisher Asset Management | 0.03% | Add +289.6% | 650,173 | $97.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 649,423 | $97.5M |
| Frontier Capital Management Co. LLC | 1.02% | Reduce -19.4% | 638,741 | $95.9M |
| Nuveen, LLC | 0.02% | Reduce -1.7% | 580,931 | $87.2M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +44.4% | 539,644 | $86.0M |
| Global Alpha Capital Management Ltd. | 5.17% | Reduce -30.8% | 564,632 | $84.7M |
| Vaughan Nelson Investment Management, L.P. | 0.71% | Reduce -10.1% | 483,900 | $72.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +158.0% | 475,151 | $71.3M |
| Marshall Wace, LLP | 0.06% | Add +520.3% | 428,519 | $64.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 407,597 | $61.2M |
| Alyeska Investment Group, L.P. | 0.15% | New | 356,035 | $53.4M |
| American Century Companies Inc. | 0.03% | Add +11.3% | 355,837 | $53.4M |
| Hennessy Advisors Inc. | 1.79% | Reduce -5.3% | 336,800 | $50.5M |
| New York State Common Retirement Fund | 0.07% | Reduce -8.7% | 326,880 | $49.1M |
| Sei Investments Co. | 0.05% | Add +9.8% | 315,210 | $47.3M |
| Principal Financial Group Inc. | 0.02% | Add +7.0% | 311,919 | $46.8M |
| Wellington Management Group LLP | 0.01% | Add +101.5% | 291,785 | $43.8M |
| Millennium Management | 0.03% | Add +2219.1% | 268,788 | $40.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.6% | 267,353 | $40.1M |
| Panagora Asset Management Inc. | 0.14% | Reduce -3.8% | 255,420 | $38.3M |
| Wells Fargo & Company | 0.01% | Add +6.7% | 238,301 | $35.8M |
| William Blair Investment Management, LLC | 0.10% | Reduce -29.2% | 229,362 | $34.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -21.3% | 223,804 | $33.6M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -41.4% | 217,551 | $32.6M |
| Public Sector Pension Investment Board | 0.11% | Reduce -4.9% | 214,502 | $32.2M |
| UBS Group AG | 0.01% | Add +55.8% | 178,669 | $26.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -28.6% | 165,842 | $24.9M |
| Rhumbline Advisers | 0.02% | Reduce -9.3% | 148,124 | $22.2M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 145,871 | $21.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.7% | 141,943 | $21.3M |
| Voya Investment Management LLC | 0.02% | Add +1068.3% | 141,089 | $21.2M |
| Lord, Abbett & Co. LLC | 0.07% | New | 137,044 | $20.6M |
| Bridgewater Associates | 0.07% | Add +84.5% | 135,511 | $20.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -61.7% | 131,068 | $19.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -29.0% | 127,571 | $19.1M |
| LSV Asset Management | 0.04% | Reduce -71.9% | 126,900 | $19.0M |
| Prudential Financial Inc. | 0.02% | Add +19.5% | 124,743 | $18.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.2% | 117,221 | $17.6M |
| Natixis Advisors, LLC | 0.02% | Add +1.5% | 116,134 | $17.4M |
| Barclays PLC | 0.01% | Add +43.7% | 113,473 | $17.0M |
| Swiss National Bank | 0.01% | Add +1.4% | 105,100 | $15.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 102,330 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 101,886 | $15.3M |
| United Capital Management of KS, Inc. | 2.14% | Add +0.6% | 101,851 | $15.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +63.6% | 83,194 | $12.5M |
| AQR Capital Management | 0.01% | Add +6.1% | 82,684 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.6% | 78,577 | $11.8M |
| Royce & Associates LP | 0.12% | Reduce -70.6% | 78,305 | $11.8M |
| Creative Planning | 0.01% | Add +14.5% | 77,061 | $11.6M |
| Phocas Financial Corp. | 1.45% | Reduce -30.2% | 74,346 | $11.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +25.7% | 73,633 | $11.1M |
| Assetmark, Inc. | 0.02% | Reduce -12.6% | 72,668 | $10.9M |
| Castleark Management LLC | 0.32% | Add +29.2% | 72,459 | $10.9M |
| Hillsdale Investment Management Inc. | 0.30% | Reduce -0.4% | 72,010 | $10.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -16.3% | 69,076 | $10.4M |
| Portolan Capital Management, LLC | 0.54% | New | 66,589 | $10.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -6.0% | 64,153 | $9.6M |
| Squarepoint Ops LLC | 0.02% | Reduce -12.5% | 63,471 | $9.5M |
| Intech Investment Management LLC | 0.08% | Add +6.2% | 63,158 | $9.5M |
| CastleKnight Management LP | 0.53% | New | 61,200 | $9.2M |
| Towle & Co. | 2.32% | Reduce -6.7% | 58,546 | $8.8M |
| Nicola Wealth Management LTD. | 0.75% | No change | 55,100 | $8.3M |
| Great Lakes Advisors, LLC | 0.06% | No change | 52,787 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -7.9% | 51,679 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 50,319 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.7% | 48,787 | $7.3M |
| Informed Momentum Co LLC | 0.81% | Reduce -2.0% | 48,174 | $7.2M |
| Bessemer Group Inc. | 0.01% | Add +15720.1% | 46,511 | $7.0M |
| Ardsley Advisory Partners LP | 0.86% | New | 45,200 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +3.5% | 44,116 | $6.6M |
| Ellsworth Advisors, LLC | 1.29% | New | 37,371 | $6.5M |
| Gotham Asset Management | 0.02% | Reduce -15.5% | 42,338 | $6.4M |
| Van Eck Associates Corp. | 0.01% | New | 42,077 | $6.3M |
| Franklin Resources Inc. | 0.00% | Reduce -82.5% | 41,772 | $6.3M |
| Comerica Bank | 0.02% | Reduce -25.4% | 40,381 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 40,063 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.2% | 38,514 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +8.6% | 38,095 | $5.7M |
| Leuthold Group, LLC | 0.61% | Add +0.5% | 37,660 | $5.7M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 37,379 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -68.4% | 37,122 | $5.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.1% | 36,904 | $5.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -7.1% | 36,391 | $5.5M |
| Martingale Asset Management L P | 0.14% | Reduce -23.2% | 36,378 | $5.5M |
"% of holder's portfolio" is SANM's weight in each manager's 13F, not the share of Sanmina Corp. the manager owns.