Ranked by reported Q1 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 | BlackRock, Inc. | 8.6M | $1.11B | +3.1% | 15.736% | 0.02% |
| 2 | FMR LLC | 7.3M | $940.7M | +5.3% | 13.289% | 0.05% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $521.9M | β | 7.372% | 0.03% |
| 4 | Invesco Ltd. | 2.4M | $313.1M | -9.4% | 4.423% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $304.9M | β | 4.308% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $282.2M | -4.1% | 3.987% | 0.06% |
| 7 | STATE STREET CORP | 2.2M | $280.1M | +2.6% | 3.957% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $198.6M | -6.0% | 2.804% | 0.01% |
| 9 | ADVANCED MICRO DEVICES INC | 1.2M | $149.2M | 0.0% | 2.108% | 85.57% |
| 10 | BANK OF AMERICA CORP /DE/ | 945K | $122.6M | +14.6% | 1.731% | 0.01% |
| 11 | MORGAN STANLEY | 944K | $122.4M | -15.0% | 1.729% | 0.01% |
| 12 | EARNEST PARTNERS LLC | 856K | $110.9M | -1.2% | 1.567% | 0.46% |
| 13 | Fisher Asset Management, LLC | 834K | $108.1M | +28.2% | 1.527% | 0.04% |
| 14 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 762K | $98.8M | +57.6% | 1.396% | 0.99% |
| 15 | Allianz Asset Management GmbH | 753K | $97.6M | -2.3% | 1.379% | 0.10% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 699K | $90.6M | -4.6% | 1.280% | 0.30% |
| 17 | NORTHERN TRUST CORP | 690K | $89.5M | +3.8% | 1.264% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 642K | $83.2M | -1.2% | 1.175% | 0.01% |
| 19 | FRONTIER CAPITAL MANAGEMENT CO LLC | 637K | $82.6M | -0.2% | 1.167% | 0.85% |
| 20 | Global Alpha Capital Management Ltd. | 603K | $78.1M | +6.7% | 1.103% | 4.70% |
| 21 | Nuveen, LLC | 467K | $60.6M | -19.6% | 0.856% | 0.02% |
| 22 | Allspring Global Investments Holdings, LLC | 449K | $58.5M | -16.8% | 0.823% | 0.10% |
| 23 | AMERICAN CENTURY COMPANIES INC | 432K | $56.0M | +21.4% | 0.791% | 0.03% |
| 24 | MILLENNIUM MANAGEMENT LLC | 420K | $54.5M | +56.3% | 0.769% | 0.04% |
| 25 | GOLDMAN SACHS GROUP INC | 389K | $50.4M | -46.4% | 0.712% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SANM β a direct measure of their conviction.
Filings activity in SANM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SANM position in Q1 2026
Institutions that fully closed their SANM position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 446 | +1.6% | 47.81% | 10.04 pp | $6.66B | 17% |
| Q4 2025 | 439 | +17% | 57.85% | +14.16 pp | $8.06B | +32% |
| Q3 2025 | 375 | +6.5% | 43.69% | +7.73 pp | $6.09B | +21% |
| Q2 2025 | 352 | +8.6% | 35.96% | +9.38 pp | $5.01B | +35% |
| Q1 2025 | 324 | +3.8% | 26.58% | 0.77 pp | $3.70B | 2.8% |
| Q4 2024 | 312 | +1.6% | 27.35% | +3.38 pp | $3.81B | +14% |
| Q3 2024 | 307 | +8.9% | 23.97% | 3.08 pp | $3.34B | 11% |
| Q2 2024 | 282 | β | 27.05% | β | $3.77B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SANM stock.
Based on Q1 2026 13F filings, institutional ownership of Sanmina Corporation stands at 47.8%, held across 446 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SANM, with approximately 8,592,515 shares worth $1.11B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SANM, including Fisher Asset Management, LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SANM is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
85 institutions opened new positions in SANM during Q1 2026, while 78 fully exited. 91 added to existing positions and 266 trimmed.
SANM institutional ownership fell by 10.04 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 63.4% of all reported 13F value in SANM, and the top 25 account for 82.1%.
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