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HomeStocksSANMInstitutional Holders

SANM logoSanmina Corporation (SANM) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership decreased this quarter (-4.54 pp), while top 10 holders maintain a highly concentrated 56.7% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
95.4%$12.6B total value · ▼ 4.54 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
73 / 100
Bullish
Institutions & Flow581 holders+111 net flow (+160 / -49)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+111)
  • Marquee funds including Jane Street Group, Llc and Fisher Asset Management, Llc maintain significant positions
  • Top 10 holders control 56.7% of institutional value
  • No Insider Signal

Top Institutional Holders of SANM

Ranked by reported Q2 2026 13F market value

Top 10 Holders
56.7%
Top 25 Holders
76.0%

Share of total reported institutional value in SANM held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1FMR LLC8.0M$2.03B+10.7%14.987%0.09%
2BlackRock, Inc.5.5M$1.39B-36.0%10.253%0.02%
3VANGUARD PORTFOLIO MANAGEMENT LLC3.1M$772.2M-24.2%5.693%0.03%
4VANGUARD CAPITAL MANAGEMENT LLC2.3M$589.1M-1.0%4.343%0.01%
5Invesco Ltd.2.2M$548.4M-10.3%4.043%0.04%
6JANE STREET GROUP, LLC1.8M$452.7M+647.4%3.338%0.04%
7STATE STREET CORP1.7M$429.3M-21.5%3.165%0.01%
8DIMENSIONAL FUND ADVISORS LP1.3M$339.6M-38.4%2.504%0.06%
9GEODE CAPITAL MANAGEMENT, LLC1.2M$305.3M-21.3%2.250%0.02%
10ADVANCED MICRO DEVICES INC1.2M$291.3M0.0%2.148%22.21%
11MORGAN STANLEY882K$223.1M-6.6%1.645%0.01%
12D. E. Shaw & Co., Inc.847K$214.3M+628.3%1.580%0.10%
13Fisher Asset Management, LLC768K$194.3M-7.9%1.432%0.06%
14BANK OF AMERICA CORP /DE/747K$189.0M-21.0%1.393%0.01%
15EARNEST PARTNERS LLC700K$177.1M-18.2%1.305%0.64%
16MILLENNIUM MANAGEMENT LLC689K$174.5M+64.1%1.286%0.06%
17SUSQUEHANNA INTERNATIONAL GROUP, LLP688K$174.0M+674.5%1.283%0.01%
18Allianz Asset Management GmbH688K$174.0M-8.7%1.283%0.07%
19NORGES BANK662K$167.6M—1.236%0.02%
20CITADEL ADVISORS LLC560K$141.8M+113.6%1.045%0.01%
21VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.547K$138.4M-28.3%1.020%1.22%
22NORTHERN TRUST CORP513K$129.8M-25.7%0.957%0.02%
23Alyeska Investment Group, L.P.504K$127.6M+365.4%0.941%0.33%
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC438K$110.9M-31.8%0.817%0.01%
25FULLER & 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.

Quarterly Institutional Activity

Filings activity in SANM during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers160Added To351Trimmed49Exited49
  • Global Alpha Capital Management Ltd.$75.0M
  • Nuveen, LLC$49.2M
  • AMERICAN CENTURY COMPANIES INC$41.9M
  • UBS Group AG$24.7M
  • CastleKnight Management LP$22.0M
  • VICTORY CAPITAL MANAGEMENT INC$15.8M
  • ALLIANCEBERNSTEIN L.P.$10.9M
  • Phocas Financial Corp.$7.0M
  • DEUTSCHE BANK AG\$4.8M
  • PRUDENTIAL FINANCIAL INC$4.1M
  • Universal- Beteiligungs- und Servicegesellschaft mbH$3.0M
  • XTX Topco Ltd$2.5M

SANM Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026581+26%95.41%4.54 pp$12.61B+85%
Q1 2026462+4.1%99.95%2.72 pp$6.82B16%
Q4 2025444+17%102.67%+1.08 pp$8.11B+33%
Q3 2025379+7.7%101.59%+1.45 pp$6.11B+22%
Q2 2025352+8.6%100.14%+5.45 pp$5.01B+35%
Q1 2025324+3.8%94.69%3.35 pp$3.70B2.8%
Q4 2024312+1.6%98.04%+2.64 pp$3.81B+14%
Q3 2024307—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.

SANM — Frequently Asked Questions

Quick answers to the most common questions about buying SANM stock.

What percentage of SANM is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Sanmina Corporation stands at 95.4%, held across 581 reporting institutions.

Who is the largest institutional holder of SANM?

FMR LLC is the largest reported institutional holder of SANM, with approximately 8,032,556 shares worth $2.03B as of Q2 2026.

Is SANM a hedge fund favorite?

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.

What is SANM's Smart Money Score?

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.

How many institutions bought SANM this quarter?

160 institutions opened new positions in SANM during Q2 2026, while 49 fully exited. 351 added to existing positions and 49 trimmed.

How is institutional ownership of SANM changing?

SANM institutional ownership fell by 4.54 percentage points quarter-over-quarter, with a net change of +119 holders.

How concentrated is SANM ownership among the top holders?

The top 10 institutions account for 56.7% of all reported 13F value in SANM, and the top 25 account for 76.0%.

Where does this SANM institutional ownership data come from?

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.

SANMSanmina Corporation
$134.68$7.2B
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