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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 7,507 | $41.8 萬 | 0.00% | +7,507 | 新進 |
| Financial Management Network Inc | 17,890 | $41.5 萬 | 0.19% | 00.0% | 不變 |
| Cetera Advisors LLC | 7,318 | $40.8 萬 | 0.01% | +2,616+55.6% | 加碼 |
| Trexquant Investment LP | 7,316 | $40.7 萬 | 0.03% | +7,316 | 新進 |
| Old National Bancorp | 7,246 | $40.4 萬 | 0.01% | −569−7.3% | 減碼 |
| Welch & Forbes LLC | 6,977 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| qPULA Trading Management LP | 6,849 | $38.1 萬 | 0.68% | +6,849 | 新進 |
| Edgestream Partners, L.P. | 6,776 | $37.7 萬 | 0.02% | +6,776 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| Parsons Capital Management Inc | 6,667 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Eaton Vance Management | 6,646 | $37.0 萬 | 0.00% | −42−0.6% | 減碼 |
| Financial Counselors Inc | 6,603 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 6,530 | $36.4 萬 | 0.02% | −75−1.1% | 減碼 |
| FORA Capital, LLC | 6,510 | $36.3 萬 | 0.14% | +6,510 | 新進 |
| MBB Public Markets I LLC | 6,452 | $35.9 萬 | 0.01% | +6,452 | 新進 |
| Heathbridge Capital Management Ltd. | 6,400 | $35.6 萬 | 0.10% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 6,275 | $34.9 萬 | 0.12% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,153 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 6,142 | $34.2 萬 | 0.00% | +3,614+143.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,048 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,964 | $33.2 萬 | 0.05% | +470+8.6% | 加碼 |
| Advisory Services Network, LLC | 5,892 | $32.8 萬 | 0.01% | +42+0.7% | 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 |
| Stifel Financial Corp | 5,585 | $31.1 萬 | 0.00% | +834+17.6% | 加碼 |
| Brewin Dolphin Ltd | 5,509 | $30.7 萬 | 0.01% | −3,774−40.7% | 減碼 |
| 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 |
| Northwest Bancshares, Inc. | 5,433 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Regions Financial Corp | 5,423 | $30.2 萬 | 0.00% | 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 |
| Smithfield Trust Co | 5,394 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Capital International Investors | 5,374 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,296 | $29.5 萬 | 0.00% | +5,296 | 新進 |
| Running Point Capital Advisors, LLC | 5,195 | $28.9 萬 | 0.17% | +19+0.4% | 加碼 |
| Mercer Global Advisors Inc | 5,009 | $27.9 萬 | 0.00% | +27+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,744 | $26.3 萬 | 0.00% | +4,579+2,775.2% | 加碼 |
| MONECO Advisors, LLC | 4,574 | $26.2 萬 | 0.10% | −449−8.9% | 減碼 |
| 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 |
| Clarius Group, LLC | 4,574 | $25.5 萬 | 0.02% | +4,574 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 4,569 | $25.4 萬 | 0.01% | −412−8.3% | 減碼 |
| Cresset Asset Management, LLC | 4,535 | $25.3 萬 | 0.00% | −589−11.5% | 減碼 |
| Pacer Advisors, Inc. | 4,490 | $25.0 萬 | 0.00% | −263−5.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 3,526 | $24.8 萬 | 0.02% | +3,526 | 新進 |
| 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 |
| Argent Trust Co | 4,362 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Seven Eight Capital, LP | 4,354 | $24.2 萬 | 0.04% | +4,354 | 新進 |
| First Bank & Trust | 4,242 | $23.6 萬 | 0.10% | −586−12.1% | 減碼 |
| Andra AP-fonden | 3,200 | $22.5 萬 | 0.00% | −65,200−95.3% | 減碼 |
| Lindbrook Capital, LLC | 4,032 | $22.5 萬 | 0.03% | +8+0.2% | 加碼 |
| Rathbone Brothers plc | 3,990 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,952 | $22.0 萬 | 0.00% | +3,952 | 新進 |
| Parallel Advisors, LLC | 3,899 | $21.7 萬 | 0.01% | +473+13.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $21.4 萬 | 0.07% | +3,848 | 新進 |
| Geneos Wealth Management Inc. | 3,834 | $21.3 萬 | 0.01% | −609−13.7% | 減碼 |
| West Family Investments, Inc. | 3,794 | $21.1 萬 | 0.06% | −489−11.4% | 減碼 |
| BancorpSouth Bank | 3,712 | $20.7 萬 | 0.03% | −1,854−33.3% | 減碼 |
| Mirova | 3,564 | $19.8 萬 | 0.02% | +3,564 | 新進 |
| City Holding Co | 3,700 | $19.4 萬 | 0.03% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 3,149 | $17.5 萬 | 0.02% | +3,149 | 新進 |
| First Horizon Advisors, Inc. | 3,033 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,844 | $15.8 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,735 | $15.2 萬 | 0.02% | +224+8.9% | 加碼 |
| Harbour Investments, Inc. | 2,688 | $15.0 萬 | 0.01% | −1,635−37.8% | 減碼 |
| Bessemer Group Inc | 2,480 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 2,396 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 2,388 | $13.3 萬 | 0.03% | 00.0% | 不變 |
| Credit Agricole S A | 2,231 | $12.4 萬 | 0.00% | −2,600−53.8% | 減碼 |
| Umb Bank N A | 2,087 | $11.6 萬 | 0.00% | +2,087 | 新進 |
| Sandy Cove Advisors, LLC | 2,080 | $11.6 萬 | 0.10% | +2,080 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $11.1 萬 | 0.00% | −500−20.0% | 減碼 |
| Concord Wealth Partners | 2,000 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,968 | $11.0 萬 | 0.01% | +8+0.4% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,903 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Rather & Kittrell, Inc. | 1,906 | $10.6 萬 | 0.09% | +1,906 | 新進 |
| Perkins Coie Trust Co | 1,871 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Twin Tree Management, LP | 1,848 | $10.3 萬 | 0.00% | −13,731−88.1% | 減碼 |
| Whittier Trust Co | 1,653 | $9.20 萬 | 0.00% | −1,140−40.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,501 | $8.40 萬 | 0.00% | +10+0.7% | 加碼 |
| Johnson Midwest Financial, LLC | 1,482 | $8.30 萬 | 0.06% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,467 | $8.20 萬 | 0.02% | +41+2.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,392 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 1,302 | $7.30 萬 | 0.03% | +1+0.1% | 加碼 |
| Massmutual Trust Co FSB | 1,243 | $6.90 萬 | 0.00% | +91+7.9% | 加碼 |
| Allworth Financial LP | 1,205 | $6.70 萬 | 0.00% | −421−25.9% | 減碼 |
| Old North State Trust, LLC | 1,129 | $6.30 萬 | 0.05% | 00.0% | 不變 |
| Spire Wealth Management | 1,136 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 1,117 | $6.20 萬 | 0.00% | +401+56.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,049 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 1,025 | $5.70 萬 | 0.00% | +1,025 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 993 | $5.50 萬 | 0.02% | +993 | 新進 |
| Fieldpoint Private Securities, LLC | 972 | $5.40 萬 | 0.01% | −123−11.2% | 減碼 |
| Pacifica Partners Inc. | 855 | $4.80 萬 | 0.03% | +597+231.4% | 加碼 |
| Freedman Financial Associates, Inc. | 842 | $4.70 萬 | 0.03% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 814 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 787 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 775 | $4.30 萬 | 0.00% | +775 | 新進 |