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 4 季 13F 持有人
Sun Life Financial Inc 在 2022/12/31 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
- 363
- 較 2022 年第 3 季 +15 家
- 持有股數
- 2.70 億
- 較 2022 年第 3 季 −281.0 萬 (−1.0%)
- 總市值
- $127.9 億
- 較 2022 年第 3 季 +$18.1 億 (+16.5%)
- 新進機構
- 49
- 另有 119 家加碼
- 清倉機構
- 34
- 另有 119 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 4,331 | $20.1 萬 | 0.07% | +4,331 | 新進 |
| Pathway Financial Advisors LLC | 4,339 | $20.1 萬 | 0.06% | +4,339 | 新進 |
| Pacer Advisors, Inc. | 4,388 | $20.4 萬 | 0.00% | +4,388 | 新進 |
| Flaharty Asset Management, LLC | 4,411 | $20.5 萬 | 0.04% | +4,411 | 新進 |
| Ieq Capital, LLC | 4,467 | $20.7 萬 | 0.01% | +4,467 | 新進 |
| Old National Bancorp | 4,482 | $20.8 萬 | 0.01% | −2,058−31.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,547 | $21.1 萬 | 0.08% | +4,547 | 新進 |
| Veriti Management LLC | 4,545 | $21.1 萬 | 0.03% | −492−9.8% | 減碼 |
| Intrust Bank NA | 4,572 | $21.2 萬 | 0.03% | +4,572 | 新進 |
| Capital City Trust Co | 4,596 | $21.3 萬 | 0.07% | +4,596 | 新進 |
| Veritable, L.P. | 4,602 | $21.4 萬 | 0.00% | +4,602 | 新進 |
| DFPG Investments, LLC | 4,505 | $21.5 萬 | 0.04% | +4,505 | 新進 |
| NewEdge Wealth, LLC | 4,641 | $21.5 萬 | 0.01% | +4,641 | 新進 |
| Gulf International Bank (UK) Ltd | 4,759 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 4,935 | $22.9 萬 | 0.00% | +4,935 | 新進 |
| Confluence Wealth Services, Inc. | 4,985 | $23.1 萬 | 0.06% | −1,069−17.7% | 減碼 |
| CVA Family Office, LLC | 5,000 | $23.2 萬 | 0.06% | +5,000 | 新進 |
| Northwest Bancshares, Inc. | 5,033 | $23.4 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $23.7 萬 | 0.04% | +5,098 | 新進 |
| Rathbone Brothers plc | 5,105 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,234 | $24.3 萬 | 0.00% | −224−4.1% | 減碼 |
| Advisor Partners II, LLC | 5,279 | $24.5 萬 | 0.02% | +5,279 | 新進 |
| Clarius Group, LLC | 5,350 | $24.8 萬 | 0.02% | +5,350 | 新進 |
| Smithfield Trust Co | 5,394 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 5,407 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 5,423 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,438 | $25.2 萬 | 0.16% | +260+5.0% | 加碼 |
| Janney Montgomery Scott LLC | 5,478 | $25.4 萬 | 0.00% | −9,363−63.1% | 減碼 |
| Mercer Global Advisors Inc | 5,508 | $25.6 萬 | 0.00% | +5,508 | 新進 |
| Ritholtz Wealth Management | 5,642 | $26.2 萬 | 0.01% | −3,386−37.5% | 減碼 |
| Cerity Partners LLC | 5,670 | $26.3 萬 | 0.00% | +6+0.1% | 加碼 |
| Gyon Technologies Capital Management, LP | 5,683 | $26.4 萬 | 0.10% | +5,683 | 新進 |
| Financial Counselors Inc | 5,962 | $27.7 萬 | 0.01% | +700+13.3% | 加碼 |
| Heathbridge Capital Management Ltd. | 6,000 | $27.8 萬 | 0.11% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 6,040 | $28.0 萬 | 0.13% | −235−3.7% | 減碼 |
| CWM, LLC | 6,107 | $28.3 萬 | 0.00% | −117−1.9% | 減碼 |
| Advisory Services Network, LLC | 6,153 | $28.6 萬 | 0.01% | +107+1.8% | 加碼 |
| Pinnacle Associates Ltd | 6,153 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 4,598 | $28.9 萬 | 0.06% | −1,609−25.9% | 減碼 |
| Cozad Asset Management Inc | 6,427 | $29.8 萬 | 0.04% | +1,040+19.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 6,563 | $30.5 萬 | 0.00% | −7,906−54.6% | 減碼 |
| First National Trust Co | 6,591 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Parsons Capital Management Inc | 6,667 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 6,784 | $31.5 萬 | 0.01% | +6,784 | 新進 |
| West Family Investments, Inc. | 6,847 | $31.8 萬 | 0.11% | −1,420−17.2% | 減碼 |
| Welch & Forbes LLC | 6,977 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Davidson Trust Co | 7,003 | $32.5 萬 | 0.29% | 00.0% | 不變 |
| Trexquant Investment LP | 7,367 | $34.2 萬 | 0.01% | −23,117−75.8% | 減碼 |
| Prudential Financial Inc | 7,600 | $35.3 萬 | 0.00% | +7,600 | 新進 |
| Royal London Asset Management Ltd | 7,775 | $36.1 萬 | 0.00% | +7,775 | 新進 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $36.2 萬 | 0.04% | +6,982 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,814 | $36.3 萬 | 0.10% | +7,814 | 新進 |
| Balentine LLC | 8,002 | $37.1 萬 | 0.01% | −1,383−14.7% | 減碼 |
| SIG North Trading, ULC | 8,386 | $38.9 萬 | 0.20% | −132,097−94.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 8,508 | $39.5 萬 | 0.01% | +2,654+45.3% | 加碼 |
| Tyler-Stone Wealth Management | 8,727 | $40.5 萬 | 0.28% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 6,481 | $40.7 萬 | 0.03% | +6,481 | 新進 |
| Glenmede Trust Co NA | 8,870 | $41.2 萬 | 0.00% | −430−4.6% | 減碼 |
| Quantinno Capital Management LP | 8,873 | $41.2 萬 | 0.03% | +8,873 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,273 | $43.3 萬 | 0.01% | +1,541+19.9% | 加碼 |
| Yousif Capital Management, LLC | 9,792 | $45.5 萬 | 0.01% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 9,800 | $45.5 萬 | 0.03% | −1,581−13.9% | 減碼 |
| Woodstock Corp | 9,802 | $45.5 萬 | 0.06% | −200−2.0% | 減碼 |
| First Republic Investment Management, Inc. | 10,333 | $48.0 萬 | 0.00% | +1,617+18.6% | 加碼 |
| Claret Asset Management Corp | 10,452 | $48.5 萬 | 0.11% | −400−3.7% | 減碼 |
| Pathway Financial Advisers, LLC | 10,584 | $49.1 萬 | 0.20% | +10,584 | 新進 |
| Polar Asset Management Partners Inc. | 10,756 | $49.9 萬 | 0.01% | +756+7.6% | 加碼 |
| Engrave Wealth Partners LLC | 10,519 | $50.4 萬 | 0.18% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 10,890 | $50.6 萬 | 0.06% | +10,890 | 新進 |
| Cigna Investments Inc | 11,014 | $51.1 萬 | 0.11% | −12−0.1% | 減碼 |
| Captrust Financial Advisors | 11,065 | $51.4 萬 | 0.00% | +230+2.1% | 加碼 |
| Kestra Advisory Services, LLC | 11,132 | $51.7 萬 | 0.00% | −827−6.9% | 減碼 |
| Mirova | 11,991 | $55.6 萬 | 0.09% | −10.0% | 減碼 |
| Washington Trust Co | 12,187 | $56.6 萬 | 0.03% | −1,090−8.2% | 減碼 |
| Fifth Third Bancorp | 12,299 | $57.1 萬 | 0.00% | −235−1.9% | 減碼 |
| JustInvest LLC | 12,371 | $57.4 萬 | 0.02% | +4,884+65.2% | 加碼 |
| Quilter Plc | 12,400 | $57.6 萬 | 0.02% | +100+0.8% | 加碼 |
| Blair William & Co | 12,418 | $57.6 萬 | 0.00% | −16−0.1% | 減碼 |
| Advisory Resource Group | 12,631 | $58.6 萬 | 0.17% | +7,056+126.6% | 加碼 |
| Avantax Advisory Services, Inc. | 13,029 | $60.5 萬 | 0.01% | −67−0.5% | 減碼 |
| Brinker Capital Investments, LLC | 13,625 | $63.2 萬 | 0.01% | +381+2.9% | 加碼 |
| Advisors Asset Management, Inc. | 13,820 | $64.2 萬 | 0.01% | −765−5.2% | 減碼 |
| King Luther Capital Management Corp | 14,223 | $66.0 萬 | 0.00% | −49−0.3% | 減碼 |
| Pearl River Capital, LLC | 14,691 | $68.2 萬 | 0.12% | −20,513−58.3% | 減碼 |
| Vident Investment Advisory, LLC | 14,792 | $68.6 萬 | 0.03% | +5,309+56.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,004 | $69.6 萬 | 0.00% | +3,267+27.8% | 加碼 |
| Banque Pictet & Cie SA | 15,089 | $70.0 萬 | 0.01% | +6,588+77.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,167 | $70.4 萬 | 0.00% | −934−5.8% | 減碼 |
| Balyasny Asset Management LLC | 15,174 | $70.4 萬 | 0.00% | −47,877−75.9% | 減碼 |
| Creative Planning | 16,313 | $75.7 萬 | 0.00% | +2,019+14.1% | 加碼 |
| SEI Investments Co | 16,350 | $75.9 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 16,354 | $75.9 萬 | 0.00% | −337−2.0% | 減碼 |
| Empowered Funds, LLC | 16,476 | $76.5 萬 | 0.05% | +16,476 | 新進 |
| Capital World Investors | 16,974 | $78.8 萬 | 0.00% | +3,225+23.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $78.8 萬 | 0.10% | 00.0% | 不變 |
| HighTower Advisors, LLC | 18,111 | $84.6 萬 | 0.00% | −1,823−9.1% | 減碼 |
| US Bancorp | 18,564 | $86.2 萬 | 0.00% | −1,952−9.5% | 減碼 |
| Rempart Asset Management Inc. | 18,705 | $86.8 萬 | 0.20% | +199+1.1% | 加碼 |
| Principal Financial Group Inc | 19,065 | $88.4 萬 | 0.00% | −4,400−18.8% | 減碼 |
| Comerica Bank | 18,744 | $91.0 萬 | 0.01% | 00.0% | 不變 |