Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SANM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8.0M | $2.03B | +10.7% | 14.987% | 0.09% |
| 2 | BlackRock, Inc. | 5.5M | $1.39B | -36.0% | 10.253% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $772.2M | -24.2% | 5.693% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $589.1M | -1.0% | 4.343% | 0.01% |
| 5 | Invesco Ltd. | 2.2M | $548.4M | -10.3% | 4.043% | 0.04% |
| 6 | JANE STREET GROUP, LLC | 1.8M | $452.7M | +647.4% | 3.338% | 0.04% |
| 7 | STATE STREET CORP | 1.7M | $429.3M | -21.5% | 3.165% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $339.6M | -38.4% | 2.504% | 0.06% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $305.3M | -21.3% | 2.250% | 0.02% |
| 10 | ADVANCED MICRO DEVICES INC | 1.2M | $291.3M | 0.0% | 2.148% | 22.21% |
| 11 | MORGAN STANLEY | 882K | $223.1M | -6.6% | 1.645% | 0.01% |
| 12 | D. E. Shaw & Co., Inc. | 847K | $214.3M | +628.3% | 1.580% | 0.10% |
| 13 | Fisher Asset Management, LLC | 768K | $194.3M | -7.9% | 1.432% | 0.06% |
| 14 | BANK OF AMERICA CORP /DE/ | 747K | $189.0M | -21.0% | 1.393% | 0.01% |
| 15 | EARNEST PARTNERS LLC | 700K | $177.1M | -18.2% | 1.305% | 0.64% |
| 16 | MILLENNIUM MANAGEMENT LLC | 689K | $174.5M | +64.1% | 1.286% | 0.06% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 688K | $174.0M | +674.5% | 1.283% | 0.01% |
| 18 | Allianz Asset Management GmbH | 688K | $174.0M | -8.7% | 1.283% | 0.07% |
| 19 | NORGES BANK | 662K | $167.6M | — | 1.236% | 0.02% |
| 20 | CITADEL ADVISORS LLC | 560K | $141.8M | +113.6% | 1.045% | 0.01% |
| 21 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 547K | $138.4M | -28.3% | 1.020% | 1.22% |
| 22 | NORTHERN TRUST CORP | 513K | $129.8M | -25.7% | 0.957% | 0.02% |
| 23 | Alyeska Investment Group, L.P. | 504K | $127.6M | +365.4% | 0.941% | 0.33% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 438K | $110.9M | -31.8% | 0.817% | 0.01% |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC. | 394K | $99.7M | -43.6% | 0.735% | 0.27% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SANM — a direct measure of their conviction.
Filings activity in SANM during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SANM position in Q2 2026
Institutions that fully closed their SANM position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 581 | +26% | 95.41% | 4.54 pp | $12.61B | +85% |
| Q1 2026 | 462 | +4.1% | 99.95% | 2.72 pp | $6.82B | 16% |
| Q4 2025 | 444 | +17% | 102.67% | +1.08 pp | $8.11B | +33% |
| Q3 2025 | 379 | +7.7% | 101.59% | +1.45 pp | $6.11B | +22% |
| Q2 2025 | 352 | +8.6% | 100.14% | +5.45 pp | $5.01B | +35% |
| Q1 2025 | 324 | +3.8% | 94.69% | 3.35 pp | $3.70B | 2.8% |
| Q4 2024 | 312 | +1.6% | 98.04% | +2.64 pp | $3.81B | +14% |
| Q3 2024 | 307 | — | 95.40% | — | $3.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SANM stock.
Based on Q2 2026 13F filings, institutional ownership of Sanmina Corporation stands at 95.4%, held across 581 reporting institutions.
FMR LLC is the largest reported institutional holder of SANM, with approximately 8,032,556 shares worth $2.03B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of SANM, including JANE STREET GROUP, LLC, Fisher Asset Management, LLC, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SANM is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
160 institutions opened new positions in SANM during Q2 2026, while 49 fully exited. 351 added to existing positions and 49 trimmed.
SANM institutional ownership fell by 4.54 percentage points quarter-over-quarter, with a net change of +119 holders.
The top 10 institutions account for 56.7% of all reported 13F value in SANM, and the top 25 account for 76.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sanmina Corporation (SANM) Institutional Ownership