SANMINA CORP (SANM) — Institutional Holders, Q2 2026

575 institutional investment managers reported a SANM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SANM stock profile

SANM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

168

Added to

144

Trimmed

209

Sold out

Biggest buyers

JANE STREET GROUPAdded · +1,388,051 sh+$351.3M
FMRAdded · +776,056 sh+$196.4M
D. E. ShawAdded · +730,431 sh+$184.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +446,988 sh+$113.1M
Alyeska Investment Group, L.P.Added · +395,764 sh+$100.2M

Biggest sellers

BlackRockTrimmed · -3,097,406 sh-$783.9M
VANGUARD PORTFOLIO MANAGEMENTTrimmed · -974,489 sh-$246.6M
DIMENSIONAL FUND ADVISORSTrimmed · -834,966 sh-$211.3M
STATE STREETTrimmed · -464,327 sh-$117.5M
GEODE CAPITAL MANAGEMENTTrimmed · -325,338 sh-$82.3M

SANM 13F holders ranked 1–100 of 575

Institutional investors reporting a position in SANMINA CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 8,032,556 sh	8,032,556	$2.0B	0.09%	+10.7%
2	BlackRock#2 · 5,495,109 sh	5,495,109	$1.4B	0.02%	-36.0%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 3,051,029 sh	3,051,029	$772.2M	0.03%	-24.2%
4	VANGUARD CAPITAL MANAGEMENT#4 · 2,327,693 sh	2,327,693	$589.1M	0.01%	-1.0%
5	Invesco Ltd.#5 · 2,166,769 sh	2,166,769	$548.4M	0.04%	-10.3%
6	STATE STREET#6 · 1,696,291 sh	1,696,291	$429.3M	0.01%	-21.5%
7	JANE STREET GROUP#7 · 1,521,491 sh	1,521,491	$385.1M	0.03%	+1040.2%
8	DIMENSIONAL FUND ADVISORS#8 · 1,342,197 sh	1,342,197	$339.6M	0.06%	-38.4%
9	GEODE CAPITAL MANAGEMENT#9 · 1,206,012 sh	1,206,012	$305.3M	0.02%	-21.2%
10	ADVANCED MICRO DEVICES#10 · 1,151,052 sh	1,151,052	$291.3M	22.21%	0.0%
11	MORGAN STANLEY#11 · 881,557 sh	881,557	$223.1M	0.01%	-6.6%
12	D. E. Shaw#12 · 846,681 sh	846,681	$214.3M	0.10%	+628.3%
13	Fisher Asset Management#13 · 767,697 sh	767,697	$194.3M	0.06%	-7.9%
14	BANK OF AMERICA#14 · 746,848 sh	746,848	$189.0M	0.01%	-21.0%
15	EARNEST PARTNERS#15 · 699,656 sh	699,656	$177.1M	0.64%	-18.2%
16	MILLENNIUM MANAGEMENT#16 · 688,388 sh	688,388	$174.2M	0.06%	+63.8%
17	Allianz Asset Management GmbH#17 · 699,776 sh	699,776	$168.9M	0.15%	-7.0%
18	NORGES BANK#18 · 662,307 sh	662,307	$167.6M	0.02%	—
19	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#19 · 546,725 sh	546,725	$138.4M	1.22%	-28.3%
20	NORTHERN#20 · 512,834 sh	512,834	$129.8M	0.02%	-25.7%
21	Alyeska Investment Group, L.P.#21 · 504,067 sh	504,067	$127.6M	0.33%	+365.4%
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP#22 · 470,065 sh	470,065	$119.0M	<0.01%	+1936.9%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 438,017 sh	438,017	$110.9M	0.01%	-31.8%
24	HRT FINANCIAL#24 · 400,902 sh	400,902	$100.7M	0.25%	+2029.1%
25	FULLER & THALER ASSET MANAGEMENT#25 · 394,130 sh	394,130	$99.7M	0.27%	-43.6%
26	CITADEL ADVISORS#26 · 391,486 sh	391,486	$99.1M	0.01%	+120.3%
27	FRONTIER CAPITAL MANAGEMENT#27 · 378,111 sh	378,111	$95.7M	0.89%	-40.7%
28	Capital World Investors#28 · 364,259 sh	364,259	$92.2M	0.01%	New
29	JPMORGAN CHASE#29 · 370,093 sh	370,093	$89.6M	<0.01%	-11.5%
30	HENNESSY ADVISORS#30 · 347,400 sh	347,400	$87.9M	2.81%	+13.9%
31	Bank of New York Mellon#31 · 345,828 sh	345,828	$87.5M	0.01%	-7.0%
32	VANGUARD FIDUCIARY#32 · 339,191 sh	339,191	$85.8M	0.02%	-6.6%
33	WELLINGTON MANAGEMENT GROUP LLP#33 · 320,747 sh	320,747	$81.2M	0.01%	+111.4%
34	GOLDMAN SACHS GROUP#34 · 296,982 sh	296,982	$75.2M	<0.01%	-23.6%
35	Global Alpha Capital Management Ltd.#35 · 296,337 sh	296,337	$75.0M	4.49%	-50.8%
36	Allspring Global Investments#36 · 300,805 sh	300,805	$74.1M	0.11%	-33.0%
37	Connor, Clark & Lunn Investment Management Ltd.#37 · 282,164 sh	282,164	$71.4M	0.14%	+199.0%
38	NEW YORK STATE COMMON RETIREMENT FUND#38 · 270,960 sh	270,960	$68.6M	0.09%	-16.5%
39	LOS ANGELES CAPITAL MANAGEMENT#39 · 256,283 sh	256,283	$64.9M	0.24%	+589.0%
40	SEI INVESTMENTS#40 · 244,082 sh	244,082	$61.8M	0.05%	-0.5%
41	Qube Research & Technologies Ltd#41 · 209,695 sh	209,695	$53.1M	0.05%	+199.2%
42	Nuveen#42 · 194,248 sh	194,248	$49.2M	0.01%	-58.4%
43	Madison Avenue Partners#43 · 188,322 sh	188,322	$47.7M	2.05%	New
44	PRINCIPAL FINANCIAL GROUP#44 · 180,790 sh	180,790	$45.8M	0.02%	-43.4%
45	LORD, ABBETT#45 · 169,911 sh	169,911	$43.0M	0.12%	+24.9%
46	AMERICAN CENTURY COMPANIES#46 · 165,754 sh	165,754	$41.9M	0.02%	-61.6%
47	WELLS FARGO & COMPANY#47 · 160,906 sh	160,906	$40.7M	<0.01%	-18.3%
48	RHUMBLINE ADVISERS#48 · 142,632 sh	142,632	$36.1M	0.03%	-6.0%
49	RENAISSANCE TECHNOLOGIES#49 · 138,033 sh	138,033	$34.9M	0.05%	New
50	PRICE T ROWE ASSOCIATES#50 · 136,216 sh	136,216	$34.5M	<0.01%	+120.6%
51	AMERIPRISE FINANCIAL#51 · 129,496 sh	129,496	$32.8M	<0.01%	+3.4%
52	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#52 · 122,167 sh	122,167	$30.9M	<0.01%	+18.0%
53	MARSHALL WACE, LLP#53 · 111,224 sh	111,224	$28.1M	0.02%	+25.5%
54	ENVESTNET ASSET MANAGEMENT#54 · 109,846 sh	109,846	$27.8M	<0.01%	-13.1%
55	NATIXIS ADVISORS#55 · 106,365 sh	106,365	$26.9M	0.03%	-38.2%
56	Swiss National Bank#56 · 104,100 sh	104,100	$26.3M	0.01%	-3.5%
57	CLIFFORD CAPITAL PARTNERS#57 · 104,055 sh	104,055	$26.3M	3.62%	+6.1%
58	Bridgewater Associates#58 · 103,959 sh	103,959	$26.3M	0.11%	+87.7%
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#59 · 101,862 sh	101,862	$25.8M	0.01%	+17.3%
60	UBS Group AG#60 · 97,547 sh	97,547	$24.7M	<0.01%	-66.0%
61	AQR CAPITAL MANAGEMENT#61 · 87,039 sh	87,039	$22.0M	<0.01%	+2.4%
62	Trexquant Investment#62 · 86,320 sh	86,320	$21.8M	0.13%	New
63	RAYMOND JAMES FINANCIAL#63 · 85,279 sh	85,279	$21.6M	<0.01%	+18.3%
64	Freestone Grove Partners#64 · 80,274 sh	80,274	$20.3M	0.13%	+78.4%
65	Creative Planning#65 · 79,690 sh	79,690	$20.2M	0.01%	-8.7%
66	Legal & General Group Plc#66 · 77,489 sh	77,489	$19.6M	<0.01%	-40.9%
67	FIRST ADVISORS#67 · 75,944 sh	75,944	$19.2M	0.01%	+406.8%
68	Oribel Capital Management#68 · 75,900 sh	75,900	$19.2M	0.58%	New
69	United Capital Management of KS#69 · 73,911 sh	73,911	$18.7M	2.45%	-29.0%
70	Boston Partners#70 · 71,872 sh	71,872	$18.2M	0.02%	New
71	Squarepoint Ops#71 · 70,990 sh	70,990	$18.0M	0.02%	+155.3%
72	Portolan Capital Management#72 · 68,255 sh	68,255	$17.3M	0.65%	+149.7%
73	Jupiter Topco#73 · 67,720 sh	67,720	$17.1M	<0.01%	—
74	CastleKnight Management#74 · 66,883 sh	66,883	$16.9M	0.23%	-74.2%
75	CITIGROUP#75 · 65,953 sh	65,953	$16.7M	<0.01%	+641.6%
76	Retirement Systems of Alabama#76 · 65,142 sh	65,142	$16.5M	0.05%	New
77	Hillsdale Investment Management#77 · 62,863 sh	62,863	$15.9M	0.36%	-15.5%
78	VICTORY CAPITAL MANAGEMENT#78 · 62,614 sh	62,614	$15.8M	<0.01%	-68.1%
79	ASSETMARK#79 · 62,591 sh	62,591	$15.8M	—	-20.8%
80	BESSEMER GROUP#80 · 60,715 sh	60,715	$15.4M	0.02%	+0.1%
81	SORA INVESTORS#81 · 60,507 sh	60,507	$15.3M	1.17%	+1412.7%
82	LPL Financial#82 · 59,609 sh	59,609	$15.1M	<0.01%	-13.2%
83	ROYCE & ASSOCIATES#83 · 58,192 sh	58,192	$14.7M	0.12%	-26.4%
84	Point72 Asset Management, L.P.#84 · 58,096 sh	58,096	$14.7M	0.02%	New
85	Occam Crest Management#85 · 79,000 sh	79,000	$12.9M	6.72%	+29.5%
86	De Lisle Partners LLP#86 · 51,000 sh	51,000	$12.9M	1.41%	+15.9%
87	Empowered Funds#87 · 50,238 sh	50,238	$12.7M	0.07%	+147.0%
88	HEARTLAND ADVISORS#88 · 50,000 sh	50,000	$12.7M	0.56%	+25.0%
89	RENAISSANCE GROUP#89 · 49,282 sh	49,282	$12.5M	0.51%	-16.6%
90	BARCLAYS PLC#90 · 47,346 sh	47,346	$12.0M	<0.01%	+74.7%
91	Y-Intercept (Hong Kong) Ltd#91 · 47,061 sh	47,061	$11.9M	—	+27.9%
92	Toroso Investments#92 · 43,695 sh	43,695	$11.1M	0.02%	-23.5%
93	VANGUARD ASSET MANAGEMENT, Ltd#93 · 43,307 sh	43,307	$11.0M	<0.01%	+1.6%
94	ALLIANCEBERNSTEIN L.P.#94 · 83,814 sh	83,814	$10.9M	<0.01%	-17.5%
95	VAN ECK ASSOCIATES#95 · 42,625 sh	42,625	$10.8M	<0.01%	-2.3%
96	ExodusPoint Capital Management#96 · 42,124 sh	42,124	$10.7M	0.07%	-10.4%
97	Catalyst Funds Management Pty Ltd#97 · 42,050 sh	42,050	$10.6M	0.60%	New
98	TUDOR INVESTMENT ET AL#98 · 41,730 sh	41,730	$10.6M	0.01%	New
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#99 · 41,416 sh	41,416	$10.5M	0.02%	+75.7%
100	NOMURA ASSET MANAGEMENT INTERNATIONAL#100 · 39,235 sh	39,235	$9.9M	0.01%	+288.5%

Funds that sold out of SANM in Q2 2026 (51)

Held SANM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SANM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD226,260 sh	226,260	$29.3M
WILLIAM BLAIR INVESTMENT MANAGEMENT101,655 sh	101,655	$13.2M
Illinois Municipal Retirement Fund33,979 sh	33,979	$4.4M
Edgestream Partners, L.P.27,792 sh	27,792	$3.6M
MIRAE ASSET GLOBAL ETFS Ltd.25,061 sh	25,061	$3.2M
Liontrust Investment Partners LLP21,006 sh	21,006	$3.2M
Integrated Quantitative Investments19,392 sh	19,392	$2.5M
Diversified18,033 sh	18,033	$2.3M
Neo Ivy Capital Management16,329 sh	16,329	$2.1M
SCHRODER INVESTMENT MANAGEMENT GROUP15,375 sh	15,375	$1.9M
Timothy G. Youngquist 2020 Irrevocable14,699 sh	14,699	$1.9M
VARCOV11,732 sh	11,732	$1.5M
Collaborative Fund Advisors8,982 sh	8,982	$1.2M
PEAK67,349 sh	7,349	$952.7K
SIERRA SUMMIT ADVISORS6,478 sh	6,478	$839.8K
STONERIDGE INVESTMENT PARTNERS5,708 sh	5,708	$740.0K
Entropy Technologies4,402 sh	4,402	$570.7K
EP Wealth Advisors3,681 sh	3,681	$477.2K
Qsemble Capital Management3,582 sh	3,582	$464.4K
FORA Capital3,035 sh	3,035	$393.2K
Holocene Advisors2,424 sh	2,424	$314.2K
Bridgefront Capital2,216 sh	2,216	$287.3K
Orion Porfolio Solutions1,988 sh	1,988	$257.7K
VERUS CAPITAL PARTNERS1,895 sh	1,895	$245.7K
GTS SECURITIES1,733 sh	1,733	$224.7K
SAGE RHINO CAPITAL1,694 sh	1,694	$219.6K
Abacus Wealth Partners1,691 sh	1,691	$219.2K
Salomon & Ludwin568 sh	568	$74.0K
MAI Capital Management402 sh	402	$52.1K
Kemnay Advisory Services317 sh	317	$41.1K
Root Financial Partners254 sh	254	$32.9K
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA210 sh	210	$27.2K
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT156 sh	156	$20.2K
Sound Income Strategies153 sh	153	$19.9K
TWIN PEAKS WEALTH ADVISORS140 sh	140	$18.1K
Advisory Services Network138 sh	138	$17.9K
Legacy Wealth Managment132 sh	132	$17.1K
HARBOR INVESTMENT ADVISORY100 sh	100	$13.0K
Bruce G. Allen Investments43 sh	43	$5.6K
NATIONAL BANK OF CANADA41 sh	41	$5.3K
Annis Gardner Whiting Capital Advisors21 sh	21	$2.7K
Optiver Holding B.V.14 sh	14	$1.8K
Intentional Wealth Strategies13 sh	13	$1.7K
Kings Path Partners10 sh	10	$1.5K
Ankerstar Wealth9 sh	9	$1.2K
BARROW HANLEY MEWHINNEY & STRAUSS6 sh	6	$778.00
Vermillion Wealth Management4 sh	4	$519.00
Frazier Financial Advisors4 sh	4	$519.00
GILPIN WEALTH MANAGEMENT4 sh	4	$519.00
CURIO WEALTH2 sh	2	$259.00
Godfrey Financial Associates1 sh	1	$130.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.