$SANM

$175.75 +$6.25 (3.69%) Live

$SANM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 53.6M shares outstanding

Who owns SANM?

By type of holder

Institutions 92.8% Insiders 3.4% Everyone else 3.8%

Concentration Top 10 holders own 52.8%

BlackRock, Inc. 10.3% · FMR LLC 15.0%

Institutional ownership

92.8%

-6.3 pts vs last qtr

Institutional holders

569

+109 vs last qtr

Net shares bought

−3.4M

by institutions in Q2 2026

New / sold out

170 / 61

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC +1.4M
FMR LLC +776.1K

Biggest sellers in Q2 2026

BlackRock, Inc. −3.1M
Vanguard Portfolio Management LLC −974.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$42.9M

16 notices from 10 people

Shares covered

198.6K

0.37% of the company

Arranged in advance

10%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jure Sola Officer $27.1M
Joseph Licata Director $5.61M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−30.0%

−3.88% a year

Each share's claim on the business

+42.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.06B vs $401M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years6% 1–3 years4% Under 1 year18%

Quarterly turnover

18.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SANM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.5M	10.25%	−3.1M (−36.0%)	≤2021	0.0%
Shares held by quarter Peak holding9.5M (Q3'24) Change over 8 quarters−4.0M Share of the company10.250% BlackRock, Inc.'s full portfolio →
F FMR LLC	8.0M	14.99%	+776.1K (+10.7%)	≤2021	0.1%
Shares held by quarter Peak holding8.0M (Q2'26) Change over 8 quarters+6.3M Share of the company14.990% FMR LLC's full portfolio →

BlackRock, Inc.

5.5M

% of company

10.25%

Change vs last qtr

−3.1M (−36.0%)

Held since

≤2021

FMR LLC

8.0M

% of company

14.99%

Change vs last qtr

+776.1K (+10.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sanmina Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SANM on Form N-PORT; together they hold 67.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$464M	1.8M	3.42%	0.37%	June 30, 2026
IC iShares Core S&P Small-Cap ETF iShares Trust	$425M	3.3M	6.12%	0.46%	March 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$464M

% of company

3.42%

% of the fund

0.37%

As of

June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$425M

% of company

6.12%

% of the fund

0.46%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Sanmina Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Sola Jure Insider	1.4M	2.69%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.690% Sola Jure's insider activity →
RM Rosati Mario M Insider	81.8K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Rosati Mario M's insider activity →

Sola Jure

Insider

1.4M

% of company

2.69%

Change vs last qtr

—

Held since

—

Rosati Mario M

Insider

81.8K

% of company

0.15%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Sanmina Corporation.

Comments