undamentalytics Newsletter

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

institutions compared, 613
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

by change in shares held
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

Biggest sellers

by change in shares held
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

New positions

largest by value
InstitutionSharesValue 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

largest by value

Who holds the shares

13F holdings at June 30, 2026
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
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
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%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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