Sun Life Financial Inc
SLF- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0001097362
近 90 天，Sun Life Financial Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 493 家機構在 13F 申報持有，市值合計 $199.8 億；大師中只有Maverick 資本持有。
2021 年第 3 季 13F 持有人
Sun Life Financial Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 325
- 較 2021 年第 2 季 +5 家
- 持有股數
- 2.85 億
- 較 2021 年第 2 季 +536.0 萬 (+1.9%)
- 總市值
- $147.5 億
- 較 2021 年第 2 季 +$2.45 億 (+1.7%)
- 新進機構
- 28
- 另有 101 家加碼
- 清倉機構
- 23
- 另有 102 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SLF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 493 | $199.8 億 |
| 2026 年第 1 季 | 451 | $156.0 億 |
| 2025 年第 4 季 | 440 | $157.5 億 |
| 2025 年第 3 季 | 432 | $151.2 億 |
| 2025 年第 2 季 | 447 | $176.9 億 |
| 2025 年第 1 季 | 421 | $151.1 億 |
| 2024 年第 4 季 | 441 | $156.6 億 |
| 2024 年第 3 季 | 422 | $158.0 億 |
| 2024 年第 2 季 | 396 | $132.4 億 |
| 2024 年第 1 季 | 419 | $150.4 億 |
| 2023 年第 4 季 | 398 | $142.8 億 |
| 2023 年第 3 季 | 379 | $132.2 億 |
| 2023 年第 2 季 | 382 | $145.1 億 |
| 2023 年第 1 季 | 381 | $128.4 億 |
| 2022 年第 4 季 | 363 | $127.9 億 |
| 2022 年第 3 季 | 352 | $110.5 億 |
| 2022 年第 2 季 | 352 | $131.4 億 |
| 2022 年第 1 季 | 351 | $156.6 億 |
| 2021 年第 4 季 | 352 | $157.4 億 |
| 2021 年第 3 季 | 325 | $147.5 億 |
| 2021 年第 2 季 | 323 | $145.2 億 |
| 2021 年第 1 季 | 345 | $139.4 億 |
2021 年第 3 季持有機構
每家機構持有 Sun Life Financial Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Credit Agricole S A | 4,831 | $24.9 萬 | 0.01% | +309+6.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,981 | $25.6 萬 | 0.01% | −155−3.0% | 減碼 |
| Advisory Resource Group | 4,979 | $25.6 萬 | 0.09% | +464+10.3% | 加碼 |
| Mercer Global Advisors Inc | 4,982 | $25.6 萬 | 0.00% | +4,982 | 新進 |
| MONECO Advisors, LLC | 5,023 | $25.8 萬 | 0.10% | +4+0.1% | 加碼 |
| Evergreen Capital Management LLC | 5,107 | $26.3 萬 | 0.01% | −696−12.0% | 減碼 |
| Cresset Asset Management, LLC | 5,124 | $26.3 萬 | 0.00% | +5,124 | 新進 |
| Running Point Capital Advisors, LLC | 5,176 | $26.6 萬 | 0.12% | 00.0% | 不變 |
| Eaton Vance Management | 6,688 | $27.1 萬 | 0.00% | +253+3.9% | 加碼 |
| Capital International Investors | 5,374 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 5,394 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 5,407 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 5,423 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 5,433 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 5,487 | $28.2 萬 | 0.00% | −179−3.2% | 減碼 |
| Cozad Asset Management Inc | 5,494 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| BancorpSouth Bank | 5,566 | $28.6 萬 | 0.04% | +5,566 | 新進 |
| Baird Financial Group, Inc. | 5,684 | $29.2 萬 | 0.00% | +5,684 | 新進 |
| Unio Capital LLC | 5,772 | $29.7 萬 | 0.13% | −1,268−18.0% | 減碼 |
| Advisory Services Network, LLC | 5,850 | $30.1 萬 | 0.01% | +42+0.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,048 | $31.0 萬 | 0.00% | −221−3.5% | 減碼 |
| Pinnacle Associates Ltd | 6,153 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 6,275 | $32.3 萬 | 0.12% | 00.0% | 不變 |
| Ameriprise Financial Inc | 6,345 | $32.6 萬 | 0.00% | −733−10.4% | 減碼 |
| Heathbridge Capital Management Ltd. | 6,400 | $32.9 萬 | 0.10% | 00.0% | 不變 |
| Financial Counselors Inc | 6,603 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 6,605 | $34.0 萬 | 0.02% | +288+4.6% | 加碼 |
| Parsons Capital Management Inc | 6,667 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,977 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 7,000 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Verition Fund Management LLC | 7,190 | $37.0 萬 | 0.01% | +7,190 | 新進 |
| JustInvest LLC | 7,243 | $37.3 萬 | 0.03% | +1,225+20.4% | 加碼 |
| Captrust Financial Advisors | 7,310 | $37.6 萬 | 0.00% | +2,157+41.9% | 加碼 |
| First National Trust Co | 7,741 | $39.8 萬 | 0.02% | 00.0% | 不變 |
| Old National Bancorp | 7,815 | $40.2 萬 | 0.02% | −14−0.2% | 減碼 |
| K.J. Harrison & Partners Inc | 7,873 | $40.5 萬 | 0.06% | 00.0% | 不變 |
| Creative Planning | 7,988 | $41.1 萬 | 0.00% | +518+6.9% | 加碼 |
| Financial Management Network Inc | 17,890 | $41.4 萬 | 0.21% | 00.0% | 不變 |
| Davidson Trust Co | 8,303 | $42.7 萬 | 0.33% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 8,333 | $42.9 萬 | 0.00% | −1,199−12.6% | 減碼 |
| Erste Asset Management GmbH | 8,500 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Trading, LLC | 8,609 | $44.5 萬 | 0.01% | +8,609 | 新進 |
| Cigna Investments Inc | 8,700 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 9,283 | $47.8 萬 | 0.02% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 9,621 | $49.5 萬 | 0.01% | −46,356−82.8% | 減碼 |
| Glenmede Trust Co NA | 9,689 | $49.7 萬 | 0.00% | +379+4.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| Cumberland Partners Ltd | 10,122 | $52.0 萬 | 0.04% | 00.0% | 不變 |
| Tacita Capital Inc | 10,420 | $53.3 萬 | 0.33% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,377 | $53.4 萬 | 0.00% | +1,609+18.4% | 加碼 |
| Fayez Sarofim & Co | 10,408 | $53.5 萬 | 0.00% | −6,886−39.8% | 減碼 |
| King Luther Capital Management Corp | 10,478 | $53.9 萬 | 0.00% | +1,780+20.5% | 加碼 |
| Engrave Wealth Partners LLC | 10,519 | $54.1 萬 | 0.16% | −4,500−30.0% | 減碼 |
| Cetera Advisor Networks LLC | 10,577 | $54.4 萬 | 0.01% | +150+1.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,644 | $54.7 萬 | 0.00% | −248−2.3% | 減碼 |
| Kestra Advisory Services, LLC | 10,783 | $55.5 萬 | 0.01% | +136+1.3% | 加碼 |
| Claret Asset Management Corp | 11,417 | $58.7 萬 | 0.10% | +510+4.7% | 加碼 |
| Swiss Life Asset Management Ltd | 12,206 | $62.7 萬 | 0.01% | −5,849−32.4% | 減碼 |
| Brinker Capital Investments, LLC | 12,655 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Ritholtz Wealth Management | 13,005 | $66.9 萬 | 0.05% | +1,834+16.4% | 加碼 |
| LPL Financial LLC | 13,094 | $67.4 萬 | 0.00% | +1,353+11.5% | 加碼 |
| Avantax Advisory Services, Inc. | 13,170 | $67.7 萬 | 0.01% | +761+6.1% | 加碼 |
| AE Wealth Management LLC | 13,191 | $67.9 萬 | 0.01% | +1,170+9.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 13,334 | $68.6 萬 | 0.00% | +162+1.2% | 加碼 |
| Signaturefd, LLC | 13,372 | $68.8 萬 | 0.02% | +485+3.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 13,684 | $70.4 萬 | 0.00% | −797−5.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,740 | $70.7 萬 | 0.00% | +202+1.5% | 加碼 |
| Pendal Group Limited | 13,984 | $71.9 萬 | 0.01% | −29,842−68.1% | 減碼 |
| Quilter Plc | 14,066 | $72.4 萬 | 0.02% | −25−0.2% | 減碼 |
| Blair William & Co | 14,232 | $73.2 萬 | 0.00% | −56−0.4% | 減碼 |
| Guggenheim Capital LLC | 14,400 | $74.1 萬 | 0.00% | +14,400 | 新進 |
| Janney Montgomery Scott LLC | 15,542 | $80.0 萬 | 0.00% | +5,687+57.7% | 加碼 |
| Private Advisor Group, LLC | 15,566 | $80.1 萬 | 0.01% | +4,836+45.1% | 加碼 |
| Twin Tree Management, LP | 15,579 | $80.2 萬 | 0.02% | +15,579 | 新進 |
| Voya Investment Management LLC | 15,711 | $80.9 萬 | 0.00% | −6,209−28.3% | 減碼 |
| Washington Trust Co | 15,823 | $81.4 萬 | 0.02% | −19−0.1% | 減碼 |
| Boston Private Wealth LLC | 17,109 | $88.0 萬 | 0.01% | +3,455+25.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,138 | $88.2 萬 | 0.00% | +778+4.8% | 加碼 |
| Prudential Financial Inc | 17,298 | $89.0 萬 | 0.00% | +17,298 | 新進 |
| HBK Sorce Advisory LLC | 18,000 | $92.6 萬 | 0.05% | 00.0% | 不變 |
| Van Eck Associates Corp | 18,057 | $92.8 萬 | 0.00% | +3,184+21.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 18,464 | $95.0 萬 | 0.01% | −2,068−10.1% | 減碼 |
| Wambolt & Associates, LLC | 18,677 | $96.1 萬 | 0.39% | +1,933+11.5% | 加碼 |
| Rempart Asset Management Inc. | 20,162 | $103.8 萬 | 0.22% | +850+4.4% | 加碼 |
| Capital World Investors | 20,286 | $104.4 萬 | 0.00% | +2,326+13.0% | 加碼 |
| Envestnet Asset Management Inc | 20,427 | $105.1 萬 | 0.00% | +6,512+46.8% | 加碼 |
| SEI Investments Co | 20,573 | $106.0 萬 | 0.00% | +78+0.4% | 加碼 |
| Comerica Bank | 18,710 | $106.7 萬 | 0.01% | −23,027−55.2% | 減碼 |
| Burney Co | 21,234 | $109.3 萬 | 0.05% | −577−2.6% | 減碼 |
| Cetera Investment Advisers | 22,178 | $114.1 萬 | 0.02% | +773+3.6% | 加碼 |
| Wetherby Asset Management Inc | 22,222 | $114.3 萬 | 0.07% | +106+0.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 22,937 | $117.9 萬 | 0.00% | +4,279+22.9% | 加碼 |
| American Century Companies Inc | 23,652 | $121.8 萬 | 0.00% | +3,955+20.1% | 加碼 |
| US Bancorp | 24,755 | $127.3 萬 | 0.00% | −545−2.2% | 減碼 |
| Advisor Group Holdings, Inc. | 24,760 | $127.3 萬 | 0.00% | +5,913+31.4% | 加碼 |
| AlphaCrest Capital Management LLC | 24,858 | $127.9 萬 | 0.07% | −15,515−38.4% | 減碼 |
| M&T Bank Corp | 25,093 | $129.1 萬 | 0.01% | 00.0% | 不變 |
| JCIC Asset Management Inc. | 25,146 | $129.3 萬 | 0.43% | −14,880−37.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,799 | $132.8 萬 | 0.02% | +25,799 | 新進 |