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。
2022 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2022/3/31 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
- 351
- 較 2021 年第 4 季 +3 家
- 持有股數
- 2.80 億
- 較 2021 年第 4 季 −224.0 萬 (−0.8%)
- 總市值
- $156.6 億
- 較 2021 年第 4 季 −$7,993 萬 (−0.5%)
- 新進機構
- 34
- 另有 125 家加碼
- 清倉機構
- 31
- 另有 101 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| City Holding Co | 3,700 | $20.7 萬 | 0.03% | 00.0% | 不變 |
| Virtu Financial LLC | 3,710 | $20.7 萬 | 0.02% | +3,710 | 新進 |
| West Family Investments, Inc. | 3,794 | $21.2 萬 | 0.06% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Balentine LLC | 3,874 | $21.6 萬 | 0.01% | +3,874 | 新進 |
| Lindbrook Capital, LLC | 3,886 | $21.7 萬 | 0.03% | −146−3.6% | 減碼 |
| Geneos Wealth Management Inc. | 3,964 | $22.1 萬 | 0.01% | +130+3.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,140 | $23.1 萬 | 0.01% | +4,140 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 4,151 | $23.2 萬 | 0.01% | −418−9.1% | 減碼 |
| Argent Trust Co | 4,177 | $23.3 萬 | 0.01% | −185−4.2% | 減碼 |
| Veriti Management LLC | 4,226 | $23.6 萬 | 0.03% | +4,226 | 新進 |
| First Bank & Trust | 4,242 | $23.7 萬 | 0.07% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 4,265 | $23.8 萬 | 0.01% | −1,244−22.6% | 減碼 |
| Pathway Financial Advisors LLC | 4,339 | $24.2 萬 | 0.09% | 00.0% | 不變 |
| Rathbone Brothers plc | 4,334 | $24.2 萬 | 0.00% | +344+8.6% | 加碼 |
| Flaharty Asset Management, LLC | 4,411 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,576 | $25.5 萬 | 0.09% | +20.0% | 加碼 |
| Clarius Group, LLC | 4,574 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Capital City Trust Co | 4,596 | $25.7 萬 | 0.07% | 00.0% | 不變 |
| Veritable, L.P. | 4,602 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,646 | $26.2 萬 | 0.00% | −23,980−83.8% | 減碼 |
| Cresset Asset Management, LLC | 4,827 | $27.0 萬 | 0.00% | +292+6.4% | 加碼 |
| Running Point Capital Advisors, LLC | 5,257 | $29.3 萬 | 0.17% | +62+1.2% | 加碼 |
| Cozad Asset Management Inc | 5,318 | $29.7 萬 | 0.04% | −646−10.8% | 減碼 |
| Capital International Investors | 5,374 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 5,407 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 5,394 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 5,433 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Regions Financial Corp | 5,423 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,459 | $30.5 萬 | 0.00% | +10.0% | 加碼 |
| CWM, LLC | 5,595 | $31.2 萬 | 0.00% | +299+5.6% | 加碼 |
| Huntington National Bank | 5,639 | $31.5 萬 | 0.00% | −503−8.2% | 減碼 |
| Unio Capital LLC | 5,738 | $32.0 萬 | 0.14% | 00.0% | 不變 |
| Advisory Resource Group | 5,772 | $32.2 萬 | 0.10% | +123+2.2% | 加碼 |
| MQS Management LLC | 5,780 | $32.3 萬 | 0.26% | +5,780 | 新進 |
| Mercer Global Advisors Inc | 5,939 | $33.2 萬 | 0.00% | +930+18.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,048 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 6,049 | $33.8 萬 | 0.01% | +593+10.9% | 加碼 |
| Pinnacle Associates Ltd | 6,153 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 6,195 | $34.6 萬 | 0.03% | −581−8.6% | 減碼 |
| Stonebridge Capital Management Inc | 6,275 | $35.0 萬 | 0.13% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 6,364 | $35.5 萬 | 0.02% | −166−2.5% | 減碼 |
| Heathbridge Capital Management Ltd. | 6,400 | $35.7 萬 | 0.11% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 6,523 | $36.4 萬 | 0.06% | −1,350−17.1% | 減碼 |
| Financial Counselors Inc | 6,566 | $36.7 萬 | 0.01% | −37−0.6% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $37.2 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,977 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Davidson Trust Co | 7,003 | $39.1 萬 | 0.29% | −1,300−15.7% | 減碼 |
| Tacita Capital Inc | 7,095 | $39.7 萬 | 0.23% | −3,000−29.7% | 減碼 |
| Old National Bancorp | 7,280 | $40.7 萬 | 0.02% | +34+0.5% | 加碼 |
| Susquehanna International Group, LLP | 7,660 | $42.8 萬 | 0.00% | +7,660 | 新進 |
| First Republic Investment Management, Inc. | 7,720 | $43.1 萬 | 0.00% | −739−8.7% | 減碼 |
| First National Trust Co | 7,741 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,939 | $44.3 萬 | 0.01% | +2,047+34.7% | 加碼 |
| Seven Eight Capital, LP | 7,939 | $44.3 萬 | 0.06% | +3,585+82.3% | 加碼 |
| Creative Planning | 8,011 | $44.7 萬 | 0.00% | +463+6.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 8,299 | $46.3 萬 | 0.01% | −12,235−59.6% | 減碼 |
| JustInvest LLC | 8,603 | $48.0 萬 | 0.02% | −369−4.1% | 減碼 |
| Voya Investment Management LLC | 8,673 | $48.5 萬 | 0.00% | −7,414−46.1% | 減碼 |
| Yousif Capital Management, LLC | 9,067 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Fayez Sarofim & Co | 9,132 | $50.9 萬 | 0.00% | −11,129−54.9% | 減碼 |
| Glenmede Trust Co NA | 9,276 | $51.6 萬 | 0.00% | −413−4.3% | 減碼 |
| Banque Pictet & Cie SA | 9,253 | $51.7 萬 | 0.00% | −1,866−16.8% | 減碼 |
| Captrust Financial Advisors | 9,449 | $52.8 萬 | 0.00% | +912+10.7% | 加碼 |
| Aigen Investment Management, LP | 9,695 | $54.1 萬 | 0.09% | +4,220+77.1% | 加碼 |
| Woodstock Corp | 10,002 | $55.8 萬 | 0.07% | −302−2.9% | 減碼 |
| King Luther Capital Management Corp | 10,122 | $56.5 萬 | 0.00% | +554+5.8% | 加碼 |
| Kestra Advisory Services, LLC | 10,271 | $57.3 萬 | 0.01% | −271−2.6% | 減碼 |
| Ritholtz Wealth Management | 10,303 | $57.5 萬 | 0.04% | −1,310−11.3% | 減碼 |
| Private Advisor Group, LLC | 10,468 | $58.5 萬 | 0.00% | +83+0.8% | 加碼 |
| Engrave Wealth Partners LLC | 10,519 | $58.7 萬 | 0.22% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 10,653 | $59.6 萬 | 0.00% | +6+0.1% | 加碼 |
| Cigna Investments Inc | 10,778 | $60.2 萬 | 0.07% | +2,078+23.9% | 加碼 |
| Cetera Advisor Networks LLC | 10,835 | $60.5 萬 | 0.01% | +250+2.4% | 加碼 |
| Avantax Advisory Services, Inc. | 10,966 | $61.4 萬 | 0.01% | −2,241−17.0% | 減碼 |
| Claret Asset Management Corp | 11,031 | $61.6 萬 | 0.12% | +40.0% | 加碼 |
| Vident Investment Advisory, LLC | 11,694 | $65.3 萬 | 0.02% | +2,066+21.5% | 加碼 |
| Fifth Third Bancorp | 11,938 | $66.6 萬 | 0.00% | +2,539+27.0% | 加碼 |
| Brinker Capital Investments, LLC | 12,634 | $70.5 萬 | 0.01% | −194−1.5% | 減碼 |
| Blair William & Co | 12,623 | $70.5 萬 | 0.00% | +331+2.7% | 加碼 |
| Quilter Plc | 12,878 | $71.9 萬 | 0.02% | −50−0.4% | 減碼 |
| Natixis Advisors, L.P. | 14,075 | $78.6 萬 | 0.00% | +1,207+9.4% | 加碼 |
| Signaturefd, LLC | 14,106 | $78.8 萬 | 0.02% | +368+2.7% | 加碼 |
| Quantbot Technologies LP | 14,242 | $79.5 萬 | 0.07% | −18−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 14,426 | $80.5 萬 | 0.00% | −1,198−7.7% | 減碼 |
| HighTower Advisors, LLC | 14,423 | $80.6 萬 | 0.00% | −25,822−64.2% | 減碼 |
| LPL Financial LLC | 14,471 | $80.8 萬 | 0.00% | −6,992−32.6% | 減碼 |
| Washington Trust Co | 14,706 | $82.1 萬 | 0.03% | −947−6.0% | 減碼 |
| Van Eck Associates Corp | 14,893 | $83.1 萬 | 0.00% | +908+6.5% | 加碼 |
| AE Wealth Management LLC | 14,967 | $83.6 萬 | 0.01% | +938+6.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 15,425 | $86.1 萬 | 0.03% | +15,425 | 新進 |
| Candriam Luxembourg S.C.A. | 15,455 | $86.4 萬 | 0.01% | −2,889−15.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 15,956 | $89.1 萬 | 0.00% | +2,459+18.2% | 加碼 |
| SEI Investments Co | 16,322 | $91.1 萬 | 0.00% | −2,852−14.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 16,400 | $91.6 萬 | 0.01% | +4,400+36.7% | 加碼 |
| Janney Montgomery Scott LLC | 16,873 | $94.2 萬 | 0.00% | −491−2.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $94.8 萬 | 0.09% | 00.0% | 不變 |
| Comerica Bank | 18,019 | $98.4 萬 | 0.01% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 18,000 | $100.5 萬 | 0.05% | 00.0% | 不變 |