SANM — SANMINA CORP
Reported value held$7.45B
Funds holding (latest)48
SectorTechnology
Funds holding (Q2 2026)41
Institutional value$6.38B · 25.38M sh
New / Add / Cut / Exit7 / 12 / 22 / 2
Top-5 / Top-10 concentration70.5% / 84.4%
Institutional holdings change
Reducing -4.6%
(-1.22M sh)
Institutional value change
Up +85.6%
As of Q2 2026, 41 SEC-registered investment managers reported holding SANM (SANMINA CORP) in their latest 13F filings, with a combined reported value of $6.38B across 25.38M shares. That is -4.6% by share count (-1.22M shares) versus the previous quarter, while reported value moved +85.6%. Ownership is concentrated: the five largest holders account for 70.5% of reported value and the top ten for 84.4%.
Compared with the prior quarter, 7 opened new positions, 12 added to existing stakes, 22 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SANM is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 8.03M | $2.03B | 0.10% | Add |
| BlackRock Inc history | Q2 2026 | 5.50M | $1.39B | 0.02% | Reduce |
| Vanguard Group history | Q4 2025 | 6.78M | $1.02B | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.17M | $548.37M | 0.05% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.21M | $305.28M | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 881.56K | $223.10M | 0.01% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 846.68K | $214.28M | 0.11% | Add |
| Bank of America Corp history | Q2 2026 | 746.85K | $189.01M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 689.49K | $174.50M | 0.07% | Add |
| Norges Bank Investment Management history | Q2 2026 | 662.31K | $167.62M | 0.02% | Reduce |
| Citadel Advisors history | Q2 2026 | 560.29K | $141.80M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 512.83K | $129.79M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 438.02K | $110.85M | 0.01% | Reduce |
| Capital World Investors history | Q2 2026 | 364.26K | $92.19M | 0.01% | New |
| JPMorgan Chase & Co history | Q2 2026 | 370.09K | $89.55M | 0.01% | New |
| BNY Mellon history | Q2 2026 | 345.83K | $87.52M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2026 | 320.75K | $81.17M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 296.98K | $75.16M | 0.01% | Reduce |
| Principal Global Investors history | Q2 2026 | 180.79K | $45.75M | 0.02% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 160.91K | $40.72M | 0.01% | Reduce |
New Positions (Q2 2026)
- Capital World Investors 364.26K sh · $92.19M
- JPMorgan Chase & Co 370.09K sh · $89.55M
- Renaissance Technologies 138.03K sh · $34.93M
- Arrowstreet Capital 8.71K sh · $2.21M
- First Eagle Investment Management 3.20K sh · $809.86K
- Maverick Capital 2.30K sh · $582.08K
- Polen Capital Management 886 sh · $224.23K
Fully Exited (vs previous quarter)
- PSP Investments sold 226.26K sh · $29.33M
- Janus Henderson Group sold 33.93K sh · $4.40M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 134.58K | 820 | 27.74K | 27.68K | 44.99K | 56.97K | 57.77K | 81.78K | 489.31K | 466.29K | 613.31K | 1.63M | 1.72M | 1.96M | 3.14M | 5.81M | 7.56M | 6.89M | 7.26M | 8.03M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 9.50M | 9.13M | 8.68M | 8.15M | 8.01M | 8.33M | 8.59M | 5.50M |
| Invesco Ltd | 953.58K | 1.07M | 973.54K | 800.81K | 696.00K | 514.08K | 631.71K | 596.11K | 575.89K | 677.57K | 574.48K | 462.98K | 739.76K | 716.38K | 878.85K | 1.25M | 2.19M | 2.67M | 2.42M | 2.17M |
| Geode Capital Management | 1.10M | 1.18M | 1.19M | 1.25M | 1.22M | 1.23M | 1.24M | 1.28M | 1.33M | 1.37M | 1.40M | 1.48M | 1.52M | 1.54M | 1.60M | 1.57M | 1.57M | 1.63M | 1.53M | 1.21M |
| Morgan Stanley | 473.48K | 374.31K | 393.48K | 667.13K | 708.33K | 1.09M | 979.60K | 1.12M | 1.14M | 1.45M | 1.31M | 1.20M | 1.38M | 1.28M | 1.18M | 1.05M | 1.34M | 1.11M | 944.08K | 881.56K |
| D. E. Shaw & Co | 284.96K | 297.83K | 175.20K | 117.39K | 98.26K | 283.98K | 211.58K | 206.26K | 330.72K | 625.13K | 1.08M | 1.17M | 963.46K | 780.73K | 583.58K | 435.87K | 342.11K | 131.07K | 116.25K | 846.68K |
| Bank of America Corp | 916.71K | 965.96K | 1.09M | 1.11M | 1.02M | 1.02M | 1.09M | 1.09M | 1.12M | 1.03M | 1.06M | 1.15M | 1.02M | 975.70K | 879.79K | 837.12K | 832.69K | 825.22K | 945.38K | 746.85K |
| Millennium Management | 55.81K | 15.30K | 182.96K | 113.32K | 744.10K | 1.03M | 738.63K | 228.10K | 392.44K | 506.36K | 383.32K | 266.04K | 293.55K | 406.86K | 180.76K | 26.50K | 11.59K | 268.79K | 420.15K | 689.49K |
| Norges Bank Investment Management | — | — | — | — | — | 106.50K | — | — | — | 425.07K | — | 659.55K | — | 645.21K | — | 650.83K | — | 678.02K | — | 662.31K |
| Citadel Advisors | 80.24K | 62.26K | 132.69K | 84.76K | 105.66K | 406.79K | 444.75K | 237.87K | 85.20K | 45.64K | 316.45K | 190.62K | 107.94K | 56.17K | 51.02K | 83.76K | 49.70K | 82.82K | 262.32K | 560.29K |
| Northern Trust Corp | 965.47K | 927.26K | 896.45K | 875.24K | 840.91K | 837.47K | 828.72K | 827.75K | 823.62K | 820.59K | 759.27K | 756.48K | 739.55K | 799.43K | 781.50K | 725.01K | 703.24K | 664.50K | 690.04K | 512.83K |
| Charles Schwab Investment Management | 572.24K | 575.44K | 596.59K | 567.52K | 555.34K | 553.85K | 557.34K | 556.65K | 570.14K | 583.26K | 603.51K | 612.10K | 606.74K | 610.07K | 605.91K | 602.90K | 654.88K | 649.42K | 641.87K | 438.02K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 364.26K |
| JPMorgan Chase & Co | 693.63K | 768.18K | 675.12K | 745.01K | 156.02K | 107.72K | 106.07K | 161.56K | 127.27K | 134.79K | 151.78K | 143.25K | 509.91K | 675.19K | 649.72K | 602.65K | 564.42K | 267.35K | — | 370.09K |
| BNY Mellon | 797.18K | 774.43K | 767.69K | 718.55K | 708.21K | 636.96K | 621.42K | 594.38K | 554.50K | 559.97K | 518.61K | 578.46K | 528.75K | 501.27K | 463.85K | 475.94K | 408.15K | 407.60K | 371.96K | 345.83K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 144.79K | 291.79K | 151.73K | 320.75K |
| Goldman Sachs Group | 132.35K | 242.59K | 256.43K | 810.25K | 836.75K | 710.51K | 829.79K | 858.63K | 728.47K | 534.50K | 199.88K | 755.79K | 694.56K | 694.18K | 401.26K | 375.24K | 866.85K | 725.35K | 388.59K | 296.98K |
| Principal Global Investors | 529.51K | 502.99K | 472.06K | 420.73K | 372.67K | 360.30K | 360.16K | 340.53K | 322.53K | 316.88K | 307.29K | 294.75K | 275.30K | 285.85K | 291.73K | 265.08K | 291.46K | 311.92K | 319.49K | 180.79K |
| Wells Fargo & Co | 694.00K | 476.19K | 558.52K | 516.47K | 511.18K | 498.10K | 416.62K | 368.20K | 331.87K | 308.38K | 306.81K | 300.45K | 263.58K | 267.73K | 258.61K | 249.06K | 223.29K | 238.30K | 196.97K | 160.91K |
| Renaissance Technologies | 85.97K | 107.63K | 20.30K | 82.73K | 218.13K | 349.03K | 224.23K | 143.53K | 111.83K | 57.63K | 188.13K | 25.53K | 14.83K | — | — | — | — | 26.83K | — | 138.03K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details