Sanmina Corp: which funds bought and sold
Institutions that bought and sold Sanmina shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 308 institutions that filed 13F reports for both quarters added to or opened positions in Sanmina, and 261 cut or closed them. Together they sold a net 3.6M shares, −6.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.3M shares (+16.2%); index fund managers were net sellers of 5.3M shares (−25.8%). 162 opened a new position and 51 sold out entirely.
Bought, Q2 2026 308 institutions, 162 of them new holders Sold, Q2 2026 261 institutions, 51 of them sold out
Net change, all compared −3.6M shares (−6.7%)
Net change, active managers +2.3M shares (+16.2%), 46 bought, 33 sold
Buyers versus sellers
308 bought 44 261 sold
Active managers and hedge funds 46 bought · 33 sold · +2.3M
Index fund managers 2 bought · 10 sold · −5.3M
Other institutions 260 bought · 218 sold · −521K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jane Street Group, LLC | +1.4M +1040.2% | 1.5M | $385M |
| FMR LLC Active manager | +776K +10.7% | 8.0M | $2B |
| D. E. Shaw & Co., Inc. Hedge fund | +730K +628.3% | 847K | $214M |
| Susquehanna International Group, LLP | +447K +1936.9% | 470K | $119M |
| Alyeska Investment Group, L.P. Hedge fund | +396K +365.4% | 504K | $128M |
| HRT Financial LP | +379K +2013.7% | 398K | $101M |
| Capital World Investors Active manager | +364K New position | 364K | $92.2M |
| Millennium Management LLC Hedge fund | +268K +63.8% | 688K | $174M |
| Los Angeles Capital Management LLC Active manager | +219K +589.0% | 256K | $64.9M |
| Citadel Advisors LLC Hedge fund | +214K +120.3% | 391K | $99.1M |
| Madison Avenue Partners, LP Hedge fund | +188K New position | 188K | $47.7M |
| Connor, Clark & Lunn Investment Management Ltd. | +188K +199.0% | 282K | $71.4M |
| Wellington Management Group LLP Active manager | +169K +111.4% | 321K | $81.2M |
| Qube Research & Technologies Ltd Hedge fund | +140K +199.2% | 210K | $53.1M |
| Renaissance Technologies LLC Hedge fund | +138K New position | 138K | $34.9M |
| Trexquant Investment LP Hedge fund | +86K New position | 86K | $21.8M |
| Oribel Capital Management, LP | +76K New position | 76K | $19.2M |
| Price T Rowe Associates Inc Active manager | +74K +120.6% | 136K | $34.5M |
| Boston Partners Active manager | +72K New position | 72K | $18.2M |
| Retirement Systems Of Alabama | +65K New position | 65K | $16.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +776K +10.7% | 8.0M | $2B |
| D. E. Shaw & Co., Inc. Hedge fund | +730K +628.3% | 847K | $214M |
| Alyeska Investment Group, L.P. Hedge fund | +396K +365.4% | 504K | $128M |
| Capital World Investors Active manager | +364K New position | 364K | $92.2M |
| Millennium Management LLC Hedge fund | +268K +63.8% | 688K | $174M |
| Los Angeles Capital Management LLC Active manager | +219K +589.0% | 256K | $64.9M |
| Citadel Advisors LLC Hedge fund | +214K +120.3% | 391K | $99.1M |
| Madison Avenue Partners, LP Hedge fund | +188K New position | 188K | $47.7M |
| Wellington Management Group LLP Active manager | +169K +111.4% | 321K | $81.2M |
| Qube Research & Technologies Ltd Hedge fund | +140K +199.2% | 210K | $53.1M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | −3.1M −36.0% | 5.5M | $1.4B |
| Vanguard Portfolio Management LLC Index funds | −974K −24.2% | 3.1M | $772M |
| Dimensional Fund Advisors LP | −835K −38.4% | 1.3M | $340M |
| State Street Corp Index funds | −464K −21.5% | 1.7M | $429M |
| Geode Capital Management, LLC Index funds | −325K −21.2% | 1.2M | $305M |
| Global Alpha Capital Management Ltd. | −306K −50.8% | 296K | $75M |
| Fuller & Thaler Asset Management, Inc. | −305K −43.6% | 394K | $99.7M |
| Nuveen, LLC | −273K −58.4% | 194K | $49.2M |
| American Century Companies Inc Active manager | −266K −61.6% | 166K | $41.9M |
| Frontier Capital Management Co LLC Active manager | −259K −40.7% | 378K | $95.7M |
| Panagora Asset Management Inc Active manager | −249K −99.4% | 1,589 | $402,144 |
| Invesco Ltd. | −249K −10.3% | 2.2M | $548M |
| Public Sector Pension Investment Board | −226K Sold out | 0 | — |
| Vaughan Nelson Investment Management, L.P. Active manager | −216K −28.3% | 547K | $138M |
| Charles Schwab Investment Management Inc Index funds | −204K −31.8% | 438K | $111M |
| Bank Of America Corp | −199K −21.0% | 747K | $189M |
| Castleknight Management LP Hedge fund | −192K −74.2% | 67K | $16.9M |
| UBS Group AG | −189K −66.0% | 98K | $24.7M |
| Northern Trust Corp Index funds | −177K −25.7% | 513K | $130M |
| Earnest Partners LLC Active manager | −156K −18.2% | 700K | $177M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | −266K −61.6% | 166K | $41.9M |
| Frontier Capital Management Co LLC Active manager | −259K −40.7% | 378K | $95.7M |
| Panagora Asset Management Inc Active manager | −249K −99.4% | 1,589 | $402,144 |
| Vaughan Nelson Investment Management, L.P. Active manager | −216K −28.3% | 547K | $138M |
| Castleknight Management LP Hedge fund | −192K −74.2% | 67K | $16.9M |
| Earnest Partners LLC Active manager | −156K −18.2% | 700K | $177M |
| Victory Capital Management Inc Active manager | −134K −68.1% | 63K | $15.8M |
| LSV Asset Management Active manager | −121K −89.0% | 15K | $3.8M |
| William Blair Investment Management, LLC Active manager | −102K Sold out | 0 | — |
| Fisher Asset Management, LLC Active manager | −66K −7.9% | 768K | $194M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Capital World InvestorsActive manager | 364K | $92.2M |
| Madison Avenue Partners, LPHedge fund | 188K | $47.7M |
| Renaissance Technologies LLCHedge fund | 138K | $34.9M |
| Trexquant Investment LPHedge fund | 86K | $21.8M |
| Oribel Capital Management, LP | 76K | $19.2M |
| Boston PartnersActive manager | 72K | $18.2M |
| Retirement Systems Of Alabama | 65K | $16.5M |
| Point72 Asset Management, L.P.Hedge fund | 58K | $14.7M |
| Catalyst Funds Management Pty Ltd | 42K | $10.6M |
| Tudor Investment Corp Et AlHedge fund | 42K | $10.6M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Public Sector Pension Investment Board | 226K | $29.3M |
| William Blair Investment Management, LLCActive manager | 102K | $13.2M |
| Illinois Municipal Retirement Fund | 34K | $4.4M |
| Edgestream Partners, L.P.Hedge fund | 28K | $3.6M |
| Mirae Asset Global Etfs Holdings Ltd. | 25K | $3.2M |
| Integrated Quantitative Investments LLC | 19K | $2.5M |
| Diversified Trust Co | 18K | $2.3M |
| Neo Ivy Capital Management | 16K | $2.1M |
| Schroder Investment Management GroupActive manager | 15K | $1.9M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 15K | $1.9M |
Who holds the shares
- Institutions reporting
- 572
- Ten largest holders
- 55.7% of 13F-reported shares
- Index fund managers
- 30.3% of 13F-reported shares
- Active managers and hedge funds
- 32.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 46 | 33 | 25 | 5 | +2.3M | +16.2% |
| Index fund managers | 2 | 10 | 1 | 0 | −5.3M | −25.8% |
| Other institutions | 260 | 218 | 136 | 46 | −521K | −2.8% |