SANMNasdaqPrinted Circuit BoardsFiscal year ends October 3
SANMINA CORP
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 27, 2026
$176.48+0.81 (+0.46%)
Close on Oct 19, 2026
- Market cap
- $9.73B
- P/E (TTM)
- 31.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
50M of 54M shares
Institutional holders
573
173 new, 51 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
1 buys · 20 sales
Net sold $42.95M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 8,032,556 | 15.00% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 6,888,703 | 12.60% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 4,984,291 | 9.30% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 3,061,871 | 5.71% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 2,761,534 | 5.05% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SANM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 8,032,556 | 14.99% | $2.03B | +776,056 | 0.09% |
| BlackRock, Inc. | 5,495,109 | 10.25% | $1.39B | −3,097,406 | 0.02% |
| Vanguard Portfolio Management LLC | 3,051,029 | 5.69% | $772.15M | −974,489 | 0.03% |
| Vanguard Capital Management LLC | 2,327,693 | 4.34% | $589.09M | −24,499 | 0.01% |
| Invesco Ltd. | 2,166,769 | 4.04% | $548.37M | −248,591 | 0.04% |
| State Street Corp | 1,696,291 | 3.16% | $429.30M | −464,327 | 0.01% |
| Jane Street Group, LLC | 1,521,491 | 2.84% | $385.06M | +1,388,051 | 0.03% |
| Dimensional Fund Advisors LP | 1,342,197 | 2.50% | $339.65M | −834,966 | 0.06% |
| Geode Capital Management, LLC | 1,206,012 | 2.25% | $305.28M | −325,338 | 0.02% |
| Advanced Micro Devices Inc | 1,151,052 | 2.15% | $291.31M | – | 22.21% |
| Morgan Stanley | 881,557 | 1.64% | $223.10M | −62,527 | 0.01% |
| D. E. Shaw & Co., Inc. | 846,681 | 1.58% | $214.28M | +730,431 | 0.10% |
| Fisher Asset Management, LLC | 767,697 | 1.43% | $194.29M | −66,148 | 0.06% |
| Bank Of America Corp /De/ | 746,848 | 1.39% | $189.01M | −198,534 | 0.01% |
| Allianz Asset Management GmbH | 699,776 | 1.31% | $168.87M | −52,996 | 0.15% |
| Earnest Partners LLC | 699,656 | 1.31% | $177.07M | −155,966 | 0.64% |
| Millennium Management LLC | 688,388 | 1.28% | $174.22M | +268,233 | 0.06% |
| Norges Bank | 662,307 | 1.24% | $167.62M | New | 0.02% |
| Vaughan Nelson Investment Management, L.P. | 546,725 | 1.02% | $138.37M | −215,640 | 1.22% |
| Northern Trust Corp | 512,834 | 0.96% | $129.79M | −177,211 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 573 | 50M | 93.8% | 173 / 146 | 210 / 51 | 9M | 12M |
| Q1 2026 | 460 | 53M | 99.1% | 84 / 166 | 165 / 69 | 11M | 6M |
| Q4 2025 | 451 | 56M | 100.0% | 107 / 136 | 167 / 35 | 7M | 6M |
| Q3 2025 | 384 | 54M | 100.0% | 66 / 122 | 143 / 32 | 8M | 7M |
| Q2 2025 | 356 | 53M | 99.1% | 60 / 116 | 135 / 27 | 5M | 4M |
| Q1 2025 | 326 | 52M | 96.6% | 49 / 108 | 125 / 30 | 4M | 5M |
| Q4 2024 | 313 | 53M | 99.1% | 38 / 115 | 109 / 35 | 3M | 3M |
| Q3 2024 | 312 | 53M | 99.1% | 51 / 84 | 128 / 22 | 13M | 3M |
| Q2 2024 | 285 | 53M | 98.7% | 33 / 107 | 107 / 60 | 4M | 7M |
| Q1 2024 | 315 | 55M | 100.0% | 51 / 92 | 133 / 34 | 5M | 4M |
| Q4 2023 | 299 | 54M | 100.0% | 32 / 102 | 127 / 38 | 6M | 4M |
| Q3 2023 | 309 | 53M | 98.2% | 35 / 100 | 123 / 38 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SANM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,834,254 | 3.42% | $464.21M | 0.37% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,616,554 | 3.02% | $409.12M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,167,412 | 2.18% | $295.45M | 0.16% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 879,719 | 1.64% | $228.49M | 0.13% | May 31, 2026 |
| Fidelity Low-Priced Stock Fund | 691,748 | 1.29% | $128.36M | 0.52% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 681,270 | 1.27% | $176.95M | 0.07% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 614,571 | 1.15% | $155.54M | 0.16% | Jun 30, 2026 |
| Invesco Discovery Fund | 563,557 | 1.05% | $146.37M | 1.87% | May 31, 2026 |
| Fidelity Stock Selector Small Cap Fund | 494,154 | 0.92% | $91.70M | 1.24% | Jul 31, 2026 |
| Fidelity Small Cap Discovery Fund | 473,409 | 0.88% | $87.85M | 3.87% | Jul 31, 2026 |
| Fidelity Series Small Cap Discovery Fund | 413,476 | 0.77% | $76.72M | 3.91% | Jul 31, 2026 |
| PIMCO RAE US Small Fund | 408,479 | 0.76% | $103.38M | 2.73% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 372,358 | 0.69% | $94.24M | 0.74% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 369,861 | 0.69% | $93.60M | 0.14% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 348,492 | 0.65% | $88.20M | 0.09% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jonathan P. Faust | EVP & CFO | 82,038 | 0.15% | Jun 1, 2026 |
| ALAN McWILLIAMS REID | EVP, Global Human Resources | 24,481 | 0.05% | May 28, 2026 |
| Jure Sola | Chairman & CEO | 1,440,443 | 2.69% | May 8, 2026 |
| Vishnu Venkatesh | See Remarks | 18,500 | 0.03% | May 1, 2026 |
| Charlie Mason | EVP & Global Sales | 26,666 | 0.05% | Feb 6, 2026 |
| Susan A. Johnson | Director | 10,123 | 0.02% | Sep 21, 2026 |
| Shanker Trivedi | Director | 17 | 0.00% | Sep 17, 2026 |
| David V. Hedley III | Director | 7,376 | 0.01% | May 4, 2026 |
| Joseph G. Licata Jr | Director | 37,845 | 0.07% | May 1, 2026 |
| Michael J. Loparco | Director | 5,500 | 0.01% | Mar 18, 2026 |
| Krish A. Prabhu | Director | 23,198 | 0.04% | Mar 18, 2026 |
| Susan K. Barnes | Director | 9,638 | 0.02% | Mar 18, 2026 |
| Mythili Sankaran | Director | 6,214 | 0.01% | Mar 18, 2026 |
| Mario M. Rosati | Director | 81,795 | 0.15% | Feb 24, 2025 |
| Eugene A. Delaney | Director | 65,408 | 0.12% | Feb 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Susan A. Johnson Director | Sep 17, 2026 | Sale(10b5-1 plan) | −120 | $200.46 | $24.06K | 10,123 |
| Susan A. Johnson Director | Aug 28, 2026 | Sale(10b5-1 plan) | −120 | $202.69 | $24.32K | 10,243 |
| Jonathan P. Faust EVP & CFO | May 29, 2026 | Sale(10b5-1 plan) | −5,038 | $265.73 | $1.34M | 82,038 |
| Jonathan P. Faust EVP & CFO | May 29, 2026 | Sale(10b5-1 plan) | −5,038 | $265.86 | $1.34M | 77,000 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | May 26, 2026 | Sale(10b5-1 plan) | −5,000 | $254.39 | $1.27M | 24,481 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | May 8, 2026 | Sale | −1,000 | $248.60 | $248.60K | 29,481 |
| Jure Sola Chairman & CEO | May 6, 2026 | Sale | −118,368 | $228.84 | $27.09M | 1,227,573 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | May 4, 2026 | Sale | −1,000 | $225.00 | $225.00K | 30,481 |
| David V. Hedley III Director | May 1, 2026 | Sale | −500 | $219.52 | $109.76K | 7,376 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | May 1, 2026 | Sale | −1,000 | $218.17 | $218.17K | 31,481 |
| Vishnu Venkatesh See Remarks | Apr 30, 2026 | Sale(10b5-1 plan) | −2,275 | $212.80 | $484.12K | 18,500 |
| Joseph G. Licata Jr Director | Apr 29, 2026 | Sale | −16,529 | $213.26 | $3.52M | 37,845 |
| Joseph G. Licata Jr Director | Apr 29, 2026 | Sale | −10,036 | $207.36 | $2.08M | 27,809 |
| Vishnu Venkatesh See Remarks | Apr 15, 2026 | Tax withholding | −2,725 | $154.31 | $420.49K | 20,775 |
| David V. Hedley III Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 7,876 |
| Michael J. Loparco Director | Mar 16, 2026 | Award | +768 | $123.69 | $94.99K | 5,500 |
| Michael J. Loparco Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 4,732 |
| Susan K. Barnes Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 9,638 |
| Susan A. Johnson Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 10,363 |
| Krish A. Prabhu Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 23,198 |
| Joseph G. Licata Jr Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 54,374 |
| Mythili Sankaran Director | Mar 16, 2026 | Award | +1,536 | $123.69 | $189.99K | 6,214 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Feb 26, 2026 | Sale | −1,500 | $160.64 | $240.96K | 32,481 |
| Jonathan P. Faust EVP & CFO | Feb 24, 2026 | Sale | −10,075 | $159.30 | $1.60M | 87,076 |
| David V. Hedley III Director | Feb 24, 2026 | Sale | −1,024 | $162.31 | $166.21K | 6,340 |
| Mythili Sankaran Director | Feb 19, 2026 | Sale | −3,424 | $145.95 | $499.73K | 4,678 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Feb 13, 2026 | Sale | −3,500 | $148.45 | $519.57K | 33,981 |
| Charlie Mason EVP & Global Sales | Feb 5, 2026 | Sale | −13,150 | $147.21 | $1.94M | 26,666 |
| Michael J. Loparco Director | Jan 30, 2026 | Buy | +700 | $142.46 | $99.72K | 3,196 |
| Jonathan P. Faust EVP & CFO | Jan 16, 2026 | Tax withholding | −10,845 | $177.44 | $1.92M | 97,151 |
| Vishnu Venkatesh See Remarks | Dec 17, 2025 | Sale(10b5-1 plan) | −692 | $149.22 | $103.26K | 23,500 |
| Vishnu Venkatesh See Remarks | Dec 16, 2025 | Tax withholding | −808 | $146.84 | $118.65K | 24,192 |
| Charlie Mason EVP & Global Sales | Dec 16, 2025 | Tax withholding | −1,694 | $146.84 | $248.75K | 39,816 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 16, 2025 | Tax withholding | −1,524 | $146.84 | $223.78K | 37,481 |
| Jonathan P. Faust EVP & CFO | Dec 16, 2025 | Tax withholding | −2,154 | $146.84 | $316.29K | 107,996 |
| Jure Sola Chairman & CEO | Dec 15, 2025 | Tax withholding | −16,927 | $158.17 | $2.68M | 1,265,295 |
| Jure Sola Chairman & CEO | Dec 15, 2025 | Award | +162,000 | $158.17 | $25.62M | 1,427,295 |
| Jure Sola Chairman & CEO | Dec 15, 2025 | Tax withholding | −81,354 | $158.17 | $12.87M | 1,345,941 |
| Vishnu Venkatesh See Remarks | Dec 15, 2025 | Award | +4,000 | $158.17 | $632.68K | 25,000 |
| Charlie Mason EVP & Global Sales | Dec 15, 2025 | Award | +12,960 | $158.17 | $2.05M | 47,593 |
| Charlie Mason EVP & Global Sales | Dec 15, 2025 | Tax withholding | −2,793 | $158.17 | $441.77K | 34,633 |
| Charlie Mason EVP & Global Sales | Dec 15, 2025 | Tax withholding | −1,074 | $158.17 | $169.87K | 37,426 |
| Charlie Mason EVP & Global Sales | Dec 15, 2025 | Tax withholding | −6,083 | $158.17 | $962.15K | 41,510 |
| Charlie Mason EVP & Global Sales | Dec 15, 2025 | Award | +7,000 | $158.17 | $1.11M | 38,500 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 15, 2025 | Tax withholding | −2,286 | $158.17 | $361.58K | 33,690 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 15, 2025 | Tax withholding | −1,524 | $158.17 | $241.05K | 35,976 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 15, 2025 | Award | +10,800 | $158.17 | $1.71M | 44,490 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 15, 2025 | Tax withholding | −5,485 | $158.17 | $867.56K | 39,005 |
| ALAN McWILLIAMS REID EVP, Global Human Resources | Dec 15, 2025 | Award | +7,000 | $158.17 | $1.11M | 37,500 |
| Jonathan P. Faust EVP & CFO | Dec 15, 2025 | Award | +15,000 | $158.17 | $2.37M | 110,150 |
| Jure Sola Chairman & CEO | Nov 6, 2025 | Gift | −1,200 | – | – | 212,870 |
| Susan A. Johnson Director | Aug 29, 2025 | Sale(10b5-1 plan) | −755 | $119.04 | $89.88K | 8,827 |
| Susan A. Johnson Director | May 29, 2025 | Sale(10b5-1 plan) | −787 | $84.83 | $66.76K | 9,582 |
| Vishnu Venkatesh See Remarks | May 8, 2025 | Sale(10b5-1 plan) | −3,196 | $80.71 | $257.95K | 21,000 |
| Vishnu Venkatesh See Remarks | Apr 15, 2025 | Tax withholding | −1,804 | $76.55 | $138.10K | 24,196 |
| David V. Hedley III Director | Mar 18, 2025 | Sale(10b5-1 plan) | −302 | $75.45 | $22.79K | 7,364 |
| Susan K. Barnes Director | Mar 17, 2025 | Award | +2,496 | $76.12 | $190.00K | 8,102 |
| Susan A. Johnson Director | Mar 17, 2025 | Award | +2,496 | $76.12 | $190.00K | 10,369 |
| Mythili Sankaran Director | Mar 17, 2025 | Award | +2,496 | $76.12 | $190.00K | 8,102 |
| Michael J. Loparco Director | Mar 17, 2025 | Award | +2,496 | $76.12 | $190.00K | 2,496 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anne Johnson Susan Director | Sep 17, 2026 | 120 | $24.06K | Sep 17, 2026 | Restricted Stock |
| Anne Johnson Susan Director | Aug 28, 2026 | 120 | $24.32K | Aug 28, 2026 | Restricted Stock |
| Faust Jonathan Officer | May 29, 2026 | 10,076 | $2.68M | May 29, 2026 | Restricted Stock |
| M. Reid Alan Officer | May 26, 2026 | 5,000 | $1.27M | May 26, 2026 | Performance Shares |
| M. Reid Alan Officer | May 8, 2026 | 1,000 | $248.60K | May 8, 2026 | Performance Shares |
| Sola Jure Officer | May 6, 2026 | 118,368 | $27.09M | May 6, 2026 | Performance Shares |
| M. Reid Alan Officer | May 4, 2026 | 1,000 | $225.00K | May 4, 2026 | Performance Shares |
| V. Hedley David Director | May 1, 2026 | 500 | $109.76K | May 1, 2026 | Restricted Stock |
| M. Reid Alan Officer | May 1, 2026 | 1,000 | $218.17K | May 1, 2026 | Performance Shares |
| G. Venkatesh Vishnu Officer | Apr 30, 2026 | 2,275 | $484.12K | Apr 30, 2026 | Restricted Stock |
| Licata Joseph Director | Apr 29, 2026 | 26,565 | $5.61M | Apr 29, 2026 | Restricted Stock |
| M. Reid Alan Officer | Feb 26, 2026 | 1,500 | $240.95K | Feb 26, 2026 | Restricted Stock |
| V. Hedley David Iii Director | Feb 24, 2026 | 1,024 | $166.21K | Feb 24, 2026 | Restricted Stock |
| Faust Jonathan Officer | Feb 24, 2026 | 10,075 | $1.60M | Feb 24, 2026 | Restricted Stock |
| Sankaran Mythili Director | Feb 19, 2026 | 3,424 | $499.73K | Feb 19, 2026 | Restricted Stock |