Who owns Sanmina (SANM)?
119 holders named in SEC filings declare between 75.9% and 92.4% of Sanmina's shares outstanding, as of Jun 30, 2026. The largest are Fidelity (FMR) (15.0%), Vanguard (10.7%) and BlackRock (10.3%); the five largest hold 43.2% together. Another 451 institutions hold small positions worth 4.1%. At least 3.5% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 15.0% and sold 21.7% of the shares, a net sale of 6.7%; 157 opened a position, 135 added, 206 reduced and 50 sold out. Biggest buyers: Jane Street (+1.4M shares) and Fidelity (FMR) (+776,056 shares). Biggest sellers: BlackRock (-3.1M) and Vanguard (-1.0M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. cut its stake to 9.3% on Jun 30, 2026, FMR LLC raised its stake to 15.0% on Jun 30, 2026 and Vanguard Portfolio Management cut its stake to 5.7% on Jun 30, 2026. Directors and officers, from their latest Form 4: Jure Sola (2.7%). Over time, 558 managers declared Sanmina in their 13F for Q2 2026, against 232 for Q4 2019: together at most 93.6% of the shares outstanding, against 98.8%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Fidelity (FMR) | 13F | 15.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Vanguard | 13F | 10.7% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 10.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 4.0% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 3.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13F | 2.8% | Jun 30, 2026 | Q1 2022 |
| Jure Sola | Form 4 | 2.7% | May 6, 2026 | — |
| Dimensional | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.3% | Jun 30, 2026 | Q4 2019 or earlier |
| ADVANCED MICRO DEVICES INC | 13F | 2.1% | Jun 30, 2026 | Q4 2025 |
| Morgan Stanley | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| D. E. Shaw | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Fisher Asset Management, LLC | 13F | 1.4% | Jun 30, 2026 | Q3 2025 |
| Bank of America | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| EARNEST PARTNERS LLC | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Millennium | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Allianz Asset Management GmbH | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.2% | Jun 30, 2026 | Q4 2022 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 13F | 1.0% | Jun 30, 2026 | Q3 2025 |
| Northern Trust | 13F | 0.96% | Jun 30, 2026 | Q4 2019 or earlier |
| Alyeska Investment Group, L.P. | 13F | 0.94% | Jun 30, 2026 | Q4 2025 |
| Susquehanna | 13F | 0.94% | Jun 30, 2026 | Q1 2020 |
| Charles Schwab | 13F | 0.82% | Jun 30, 2026 | Q4 2019 or earlier |
| HRT FINANCIAL LP | 13F | 0.74% | Jun 30, 2026 | Q1 2026 |
| Fuller & Thaler Asset Management, Inc. | 13F | 0.74% | Jun 30, 2026 | Q4 2019 or earlier |
Sanmina institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 232 | 98.8% | $2.3B | 57.1% |
| Q4 2020 | 231 | 92.1% | $1.9B | 54.8% |
| Q4 2021 | 245 | 88.6% | $2.4B | 51.8% |
| Q4 2022 | 341 | 93.3% | $3.1B | 50.4% |
| Q4 2023 | 291 | 92.6% | $2.7B | 45.3% |
| Q4 2024 | 307 | 98.4% | $4.0B | 47.6% |
| Q4 2025 | 447 | 100.2% | $8.2B | 50.3% |
| Q2 2026 | 558 | 93.6% | $12.7B | 53.0% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.