SANMINA CORP

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SANM·801056102·US·Common Stock·Technology - Electronic Components-13D/G

SANM (SANMINA CORP) is held by 218 institutional investors as of Q2 2026. Largest holders: FMR LLC ($2B), BlackRock, Inc. ($1.4B), VANGUARD PORTFOLIO MANAGEMENT LLC ($772.2M). Net institutional sentiment: Mixed.

218

Holders

(20 Elite)

$11.3B

Total Value

48% (223)

Consensus

108 buying - 115 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)78

Activist (13D/13G)32

Congressional (STOCK Act)43

Holder Quality

60

★★★★★

Elite

18

★★★★

Strong

68

★★★

Solid

26

★★

Below

19

★

Weak

Held by 218 funds

20 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders May 12, 2026 · Activists Aug 6, 2026 · Congress none

ActivistFMR LLC15.0%Aug 6, 2026

ActivistVPVanguard Portfolio Management5.7%Jul 31, 2026

ActivistBlackRock, Inc.9.3%Jul 8, 2026

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Top Holders

Top Holders (218)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	8M(+10.7%)	$2B	0.1%	+80.43%	35
BlackRock, Inc.	Decreased	5.5M(-36.0%)	$1.4B	0.0%	+147.17%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	3.1M(-24.2%)	$772.2M	0.0%	+43.97%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	2.3M(-1.0%)	$589.1M	0.0%	+43.97%	0
Invesco Ltd.	Decreased	2.2M(-10.3%)	$548.4M	0.0%	+99.60%	0
STATE STREET CORP	Decreased	1.7M(-21.5%)	$429.3M	0.0%	+267.88%	0
JANE STREET GROUP, LLC	Increased	1.5M(+1040.2%)	$385.1M	0.0%	-18.22%	50
DIMENSIONAL FUND ADVISORS LP	Decreased	1.3M(-38.4%)	$339.6M	0.1%	+233.34%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.2M(-21.3%)	$305.3M	0.0%	+353.89%	0
MORGAN STANLEY	Decreased	881,557(-6.6%)	$223.1M	0.0%	+158.51%	0
DED. E. Shaw & Co., Inc.	Increased	846,681(+628.3%)	$214.3M	0.1%	-12.12%	59
Fisher Asset Management, LLC	Decreased	767,697(-7.9%)	$194.3M	0.1%	+40.64%	0
BANK OF AMERICA CORP /DE/	Decreased	746,848(-21.0%)	$189M	0.0%	+137.71%	0
EARNEST PARTNERS LLC	Decreased	699,656(-18.2%)	$177.1M	0.6%	+392.32%	0
MILLENNIUM MANAGEMENT LLC	Increased	688,388(+63.8%)	$174.2M	0.1%	+6.37%	44
Allianz Asset Management GmbH	Decreased	699,776(-7.0%)	$168.9M	0.2%	+219.95%	0
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Decreased	546,725(-28.3%)	$138.4M	1.2%	+62.16%	0
NORTHERN TRUST CORP	Decreased	512,834(-25.7%)	$129.8M	0.0%	+452.00%	0
AIAlyeska Investment Group, L.P.	Increased	504,067(+365.4%)	$127.6M	0.3%	-14.15%	58
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	470,065(+1936.9%)	$119M	0.0%	-19.71%	49

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer