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 4 季 13F 持有人
Sun Life Financial Inc 在 2021/12/31 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
- 352
- 較 2021 年第 3 季 +30 家
- 持有股數
- 2.82 億
- 較 2021 年第 3 季 −288.4 萬 (−1.0%)
- 總市值
- $157.4 億
- 較 2021 年第 3 季 +$9.83 億 (+6.7%)
- 新進機構
- 56
- 另有 112 家加碼
- 清倉機構
- 26
- 另有 96 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 4,032 | $22.5 萬 | 0.03% | +8+0.2% | 加碼 |
| First Bank & Trust | 4,242 | $23.6 萬 | 0.10% | −586−12.1% | 減碼 |
| Seven Eight Capital, LP | 4,354 | $24.2 萬 | 0.04% | +4,354 | 新進 |
| Argent Trust Co | 4,362 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,411 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $24.6 萬 | 0.09% | +4,339 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 3,526 | $24.8 萬 | 0.02% | +3,526 | 新進 |
| Pacer Advisors, Inc. | 4,490 | $25.0 萬 | 0.00% | −263−5.5% | 減碼 |
| Cresset Asset Management, LLC | 4,535 | $25.3 萬 | 0.00% | −589−11.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 4,569 | $25.4 萬 | 0.01% | −412−8.3% | 減碼 |
| Clarius Group, LLC | 4,574 | $25.5 萬 | 0.02% | +4,574 | 新進 |
| Veritable, L.P. | 4,602 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Capital City Trust Co | 4,596 | $25.6 萬 | 0.07% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,574 | $26.2 萬 | 0.10% | −449−8.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,744 | $26.3 萬 | 0.00% | +4,579+2,775.2% | 加碼 |
| Mercer Global Advisors Inc | 5,009 | $27.9 萬 | 0.00% | +27+0.5% | 加碼 |
| Running Point Capital Advisors, LLC | 5,195 | $28.9 萬 | 0.17% | +19+0.4% | 加碼 |
| CWM, LLC | 5,296 | $29.5 萬 | 0.00% | +5,296 | 新進 |
| Capital International Investors | 5,374 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 5,394 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 5,407 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Aigen Investment Management, LP | 5,475 | $30.1 萬 | 0.02% | +5,475 | 新進 |
| Regions Financial Corp | 5,423 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 5,433 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,458 | $30.4 萬 | 0.00% | −226−4.0% | 減碼 |
| Evergreen Capital Management LLC | 5,456 | $30.4 萬 | 0.01% | +349+6.8% | 加碼 |
| Brewin Dolphin Ltd | 5,509 | $30.7 萬 | 0.01% | −3,774−40.7% | 減碼 |
| Stifel Financial Corp | 5,585 | $31.1 萬 | 0.00% | +834+17.6% | 加碼 |
| Unio Capital LLC | 5,738 | $32.0 萬 | 1.14% | −34−0.6% | 減碼 |
| Advisory Resource Group | 5,649 | $32.0 萬 | 0.11% | +670+13.5% | 加碼 |
| Advisory Services Network, LLC | 5,892 | $32.8 萬 | 0.01% | +42+0.7% | 加碼 |
| Cozad Asset Management Inc | 5,964 | $33.2 萬 | 0.05% | +470+8.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,048 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 6,142 | $34.2 萬 | 0.00% | +3,614+143.0% | 加碼 |
| Pinnacle Associates Ltd | 6,153 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 6,275 | $34.9 萬 | 0.12% | 00.0% | 不變 |
| Heathbridge Capital Management Ltd. | 6,400 | $35.6 萬 | 0.10% | 00.0% | 不變 |
| MBB Public Markets I LLC | 6,452 | $35.9 萬 | 0.01% | +6,452 | 新進 |
| FORA Capital, LLC | 6,510 | $36.3 萬 | 0.14% | +6,510 | 新進 |
| Corient Capital Partners, LLC | 6,530 | $36.4 萬 | 0.02% | −75−1.1% | 減碼 |
| Financial Counselors Inc | 6,603 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Eaton Vance Management | 6,646 | $37.0 萬 | 0.00% | −42−0.6% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 6,776 | $37.7 萬 | 0.02% | +6,776 | 新進 |
| qPULA Trading Management LP | 6,849 | $38.1 萬 | 0.68% | +6,849 | 新進 |
| Welch & Forbes LLC | 6,977 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 7,246 | $40.4 萬 | 0.01% | −569−7.3% | 減碼 |
| Trexquant Investment LP | 7,316 | $40.7 萬 | 0.03% | +7,316 | 新進 |
| Cetera Advisors LLC | 7,318 | $40.8 萬 | 0.01% | +2,616+55.6% | 加碼 |
| Financial Management Network Inc | 17,890 | $41.5 萬 | 0.19% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 7,507 | $41.8 萬 | 0.00% | +7,507 | 新進 |
| Creative Planning | 7,548 | $42.0 萬 | 0.00% | −440−5.5% | 減碼 |
| First National Trust Co | 7,741 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 7,873 | $43.8 萬 | 0.06% | 00.0% | 不變 |
| Davidson Trust Co | 8,303 | $46.2 萬 | 0.32% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 8,459 | $47.1 萬 | 0.00% | +126+1.5% | 加碼 |
| Captrust Financial Advisors | 8,537 | $47.5 萬 | 0.00% | +1,227+16.8% | 加碼 |
| Cigna Investments Inc | 8,700 | $48.5 萬 | 0.04% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 8,791 | $49.0 萬 | 0.01% | +3,304+60.2% | 加碼 |
| JustInvest LLC | 8,972 | $50.0 萬 | 0.03% | +1,729+23.9% | 加碼 |
| Yousif Capital Management, LLC | 9,067 | $50.5 萬 | 0.01% | +9,067 | 新進 |
| Fifth Third Bancorp | 9,399 | $52.3 萬 | 0.00% | −978−9.4% | 減碼 |
| King Luther Capital Management Corp | 9,568 | $53.3 萬 | 0.00% | −910−8.7% | 減碼 |
| Vident Investment Advisory, LLC | 9,628 | $53.7 萬 | 0.01% | +7+0.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $53.9 萬 | 0.02% | 00.0% | 不變 |
| Glenmede Trust Co NA | 9,689 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 10,013 | $55.7 萬 | 0.13% | +10,013 | 新進 |
| Tacita Capital Inc | 10,095 | $56.2 萬 | 0.32% | −325−3.1% | 減碼 |
| Woodstock Corp | 10,304 | $57.4 萬 | 0.06% | +10,304 | 新進 |
| Private Advisor Group, LLC | 10,385 | $57.8 萬 | 0.00% | −5,181−33.3% | 減碼 |
| Engrave Wealth Partners LLC | 10,519 | $58.6 萬 | 0.17% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,542 | $58.7 萬 | 0.01% | −241−2.2% | 減碼 |
| Cetera Advisor Networks LLC | 10,585 | $58.9 萬 | 0.01% | +8+0.1% | 加碼 |
| Marshall Wace, LLP | 10,600 | $59.1 萬 | 0.00% | +10,600 | 新進 |
| The PNC Financial Services Group, Inc. | 10,647 | $59.4 萬 | 0.00% | +30.0% | 加碼 |
| Claret Asset Management Corp | 11,027 | $61.4 萬 | 0.11% | −390−3.4% | 減碼 |
| Banque Pictet & Cie SA | 11,119 | $62.0 萬 | 0.00% | +11,119 | 新進 |
| Ritholtz Wealth Management | 11,613 | $64.7 萬 | 0.04% | −1,392−10.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,000 | $66.8 萬 | 0.01% | +12,000 | 新進 |
| Blair William & Co | 12,292 | $68.5 萬 | 0.00% | −1,940−13.6% | 減碼 |
| Brinker Capital Investments, LLC | 12,828 | $71.4 萬 | 0.01% | +173+1.4% | 加碼 |
| Natixis Advisors, L.P. | 12,868 | $71.7 萬 | 0.00% | +12,868 | 新進 |
| Quilter Plc | 12,928 | $72.0 萬 | 0.02% | −1,138−8.1% | 減碼 |
| Avantax Advisory Services, Inc. | 13,207 | $73.5 萬 | 0.01% | +37+0.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 13,497 | $75.1 萬 | 0.00% | −3,641−21.2% | 減碼 |
| Signaturefd, LLC | 13,738 | $76.5 萬 | 0.02% | +366+2.7% | 加碼 |
| Van Eck Associates Corp | 13,985 | $77.9 萬 | 0.00% | −4,072−22.6% | 減碼 |
| AE Wealth Management LLC | 14,029 | $78.1 萬 | 0.01% | +838+6.4% | 加碼 |
| Quantbot Technologies LP | 14,260 | $79.4 萬 | 0.06% | +12,525+721.9% | 加碼 |
| Citadel Advisors LLC | 15,091 | $84.0 萬 | 0.00% | +15,091 | 新進 |
| Ameriprise Financial Inc | 16,816 | $86.4 萬 | 0.00% | +10,471+165.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,624 | $87.0 萬 | 0.00% | +1,884+13.7% | 加碼 |
| Washington Trust Co | 15,653 | $87.2 萬 | 0.03% | −170−1.1% | 減碼 |
| Voya Investment Management LLC | 16,087 | $89.7 萬 | 0.00% | +376+2.4% | 加碼 |
| Cumberland Partners Ltd | 16,822 | $93.7 萬 | 0.07% | +6,700+66.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $94.6 萬 | 0.08% | +16,976 | 新進 |
| Janney Montgomery Scott LLC | 17,364 | $96.7 萬 | 0.00% | +1,822+11.7% | 加碼 |
| Comerica Bank | 18,019 | $99.8 萬 | 0.01% | −691−3.7% | 減碼 |
| Advisor Group Holdings, Inc. | 17,918 | $99.9 萬 | 0.00% | −6,842−27.6% | 減碼 |