Who owns Sanmina (SANM)
Which tracked institutional funds hold SANM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SANM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SANM is one-sided between 2026-Q1 and 2026-Q2: 281 added or opened and 69 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SANM’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SANM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 534 tracked filers holding SANM, 298 increased or opened the position and 284 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SANM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 59
- Capital World Investors$92M
- Madison Avenue Partners, LP$48M
- RENAISSANCE TECHNOLOGIES LLC$35M
- Trexquant Investment LP$22M
- Oribel Capital Management, LP$19M
- Boston Partners$18M
Full exits 41
- Public Sector Pension Investment Board$29M
- NATIXIS ADVISORS, LLC$22M
- Pacer Advisors, Inc.$21M
- LORD, ABBETT & CO. LLC$18M
- LSV ASSET MANAGEMENT$18M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$13M
Largest adds
- FMR LLC$1.1B
- BlackRock, Inc.$406M
- JANE STREET GROUP, LLC$368M
- VANGUARD CAPITAL MANAGEMENT LLC$284M
- VANGUARD PORTFOLIO MANAGEMENT LLC$250M
- Invesco Ltd.$250M
Largest trims
- PANAGORA ASSET MANAGEMENT INC$32M
- CastleKnight Management LP$17M
- AMERICAN CENTURY COMPANIES INC$14M
- UBS Group AG$13M
- PRUDENTIAL FINANCIAL INC$12M
- Nuveen, LLC$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 8,032,556 | $2.0B | 17.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 5,495,109 | $1.4B | 11.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,051,029 | $772M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,327,693 | $589M | 5.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,166,769 | $548M | 4.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,696,291 | $429M | 3.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,521,491 | $385M | 3.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,342,197 | $340M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,206,012 | $305M | 2.6% | 2026-Q2 |
| ADVANCED MICRO DEVICES INC | 1,151,052 | $291M | 2.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 881,557 | $223M | 1.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 846,681 | $214M | 1.8% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 767,697 | $194M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 746,848 | $189M | 1.6% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 699,776 | $169M | 1.4% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 699,656 | $177M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 688,388 | $174M | 1.5% | 2026-Q2 |
| NORGES BANK added | 662,307 | $168M | 1.4% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 546,725 | $138M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 512,834 | $130M | 1.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 504,067 | $128M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 470,065 | $119M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 438,017 | $111M | 0.9% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 394,130 | $100M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 391,486 | $99M | 0.8% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 378,111 | $96M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 370,093 | $90M | 0.8% | 2026-Q2 |
| Capital World Investors new | 364,259 | $92M | 0.8% | 2026-Q2 |
| HENNESSY ADVISORS INC added | 347,400 | $88M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 345,828 | $88M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 339,191 | $86M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 320,747 | $81M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 300,805 | $74M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 296,982 | $75M | 0.6% | 2026-Q2 |
| Global Alpha Capital Management Ltd. trimmed | 296,337 | $75M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 282,164 | $71M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 270,960 | $69M | 0.6% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 256,283 | $65M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 244,082 | $62M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 209,695 | $53M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 194,248 | $49M | 0.4% | 2026-Q2 |
| Madison Avenue Partners, LP new | 188,322 | $48M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 180,790 | $46M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 165,754 | $42M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 160,906 | $41M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 142,632 | $36M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 138,033 | $35M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 136,216 | $34M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 129,496 | $33M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 122,167 | $31M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 111,224 | $28M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 109,846 | $28M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 104,100 | $26M | 0.2% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 104,055 | $26M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 103,959 | $26M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 101,862 | $26M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 97,547 | $25M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 87,039 | $22M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 86,320 | $22M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 85,279 | $22M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 83,814 | $11M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 80,274 | $20M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 79,690 | $20M | 0.2% | 2026-Q2 |
| Occam Crest Management LP added | 79,000 | $13M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 77,489 | $20M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 75,944 | $19M | 0.2% | 2026-Q2 |
| Oribel Capital Management, LP trimmed | 75,900 | $19M | 0.2% | 2026-Q2 |
| United Capital Management of KS, Inc. trimmed | 73,911 | $19M | 0.2% | 2026-Q2 |
| Boston Partners new | 71,872 | $18M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 70,990 | $18M | 0.2% | 2026-Q2 |
| Portolan Capital Management, LLC added | 68,255 | $17M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 67,720 | $17M | 0.1% | 2026-Q2 |
| CastleKnight Management LP trimmed | 66,883 | $17M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 65,953 | $17M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama new | 65,142 | $16M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 62,863 | $16M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 62,614 | $16M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 62,591 | $16M | 0.1% | 2026-Q2 |
| SORA INVESTORS LLC added | 60,507 | $15M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 60,175 | $15M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 59,609 | $15M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 58,192 | $15M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 58,096 | $15M | 0.1% | 2026-Q2 |
| De Lisle Partners LLP added | 51,000 | $13M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 50,238 | $13M | 0.1% | 2026-Q2 |
| HEARTLAND ADVISORS INC added | 50,000 | $13M | 0.1% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 49,282 | $12M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 47,346 | $12M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 47,061 | $12M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 43,695 | $11M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 43,307 | $11M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 42,625 | $11M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 42,124 | $11M | 0.1% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd added | 42,050 | $11M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 41,730 | $11M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 41,416 | $10M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 39,235 | $10M | 0.1% | 2026-Q2 |
| Krane Funds Advisors LLC new | 38,774 | $10M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP new | 38,463 | $10M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 38,213 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.