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 |
|---|---|---|---|---|---|
| Woodstock Corp | 9,802 | $45.5 萬 | 0.06% | −200−2.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 9,800 | $45.5 萬 | 0.03% | −1,581−13.9% | 減碼 |
| Yousif Capital Management, LLC | 9,792 | $45.5 萬 | 0.01% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,273 | $43.3 萬 | 0.01% | +1,541+19.9% | 加碼 |
| Quantinno Capital Management LP | 8,873 | $41.2 萬 | 0.03% | +8,873 | 新進 |
| Glenmede Trust Co NA | 8,870 | $41.2 萬 | 0.00% | −430−4.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 6,481 | $40.7 萬 | 0.03% | +6,481 | 新進 |
| Tyler-Stone Wealth Management | 8,727 | $40.5 萬 | 0.28% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 8,508 | $39.5 萬 | 0.01% | +2,654+45.3% | 加碼 |
| SIG North Trading, ULC | 8,386 | $38.9 萬 | 0.20% | −132,097−94.0% | 減碼 |
| Balentine LLC | 8,002 | $37.1 萬 | 0.01% | −1,383−14.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,814 | $36.3 萬 | 0.10% | +7,814 | 新進 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $36.2 萬 | 0.04% | +6,982 | 新進 |
| Royal London Asset Management Ltd | 7,775 | $36.1 萬 | 0.00% | +7,775 | 新進 |
| Prudential Financial Inc | 7,600 | $35.3 萬 | 0.00% | +7,600 | 新進 |
| Trexquant Investment LP | 7,367 | $34.2 萬 | 0.01% | −23,117−75.8% | 減碼 |
| Davidson Trust Co | 7,003 | $32.5 萬 | 0.29% | 00.0% | 不變 |
| Welch & Forbes LLC | 6,977 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,847 | $31.8 萬 | 0.11% | −1,420−17.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,784 | $31.5 萬 | 0.01% | +6,784 | 新進 |
| Parsons Capital Management Inc | 6,667 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| First National Trust Co | 6,591 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 6,563 | $30.5 萬 | 0.00% | −7,906−54.6% | 減碼 |
| Cozad Asset Management Inc | 6,427 | $29.8 萬 | 0.04% | +1,040+19.3% | 加碼 |
| K.J. Harrison & Partners Inc | 4,598 | $28.9 萬 | 0.06% | −1,609−25.9% | 減碼 |
| Pinnacle Associates Ltd | 6,153 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 6,153 | $28.6 萬 | 0.01% | +107+1.8% | 加碼 |
| CWM, LLC | 6,107 | $28.3 萬 | 0.00% | −117−1.9% | 減碼 |
| Stonebridge Capital Management Inc | 6,040 | $28.0 萬 | 0.13% | −235−3.7% | 減碼 |
| Heathbridge Capital Management Ltd. | 6,000 | $27.8 萬 | 0.11% | 00.0% | 不變 |
| Financial Counselors Inc | 5,962 | $27.7 萬 | 0.01% | +700+13.3% | 加碼 |
| Gyon Technologies Capital Management, LP | 5,683 | $26.4 萬 | 0.10% | +5,683 | 新進 |
| Cerity Partners LLC | 5,670 | $26.3 萬 | 0.00% | +6+0.1% | 加碼 |
| Ritholtz Wealth Management | 5,642 | $26.2 萬 | 0.01% | −3,386−37.5% | 減碼 |
| Mercer Global Advisors Inc | 5,508 | $25.6 萬 | 0.00% | +5,508 | 新進 |
| Janney Montgomery Scott LLC | 5,478 | $25.4 萬 | 0.00% | −9,363−63.1% | 減碼 |
| Running Point Capital Advisors, LLC | 5,438 | $25.2 萬 | 0.16% | +260+5.0% | 加碼 |
| Regions Financial Corp | 5,423 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Clarius Group, LLC | 5,350 | $24.8 萬 | 0.02% | +5,350 | 新進 |
| Advisor Partners II, LLC | 5,279 | $24.5 萬 | 0.02% | +5,279 | 新進 |
| Baird Financial Group, Inc. | 5,234 | $24.3 萬 | 0.00% | −224−4.1% | 減碼 |
| Rathbone Brothers plc | 5,105 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $23.7 萬 | 0.04% | +5,098 | 新進 |
| Northwest Bancshares, Inc. | 5,033 | $23.4 萬 | 0.05% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $23.2 萬 | 0.06% | +5,000 | 新進 |
| Confluence Wealth Services, Inc. | 4,985 | $23.1 萬 | 0.06% | −1,069−17.7% | 減碼 |
| Wealthspire Advisors, LLC | 4,935 | $22.9 萬 | 0.00% | +4,935 | 新進 |
| Gulf International Bank (UK) Ltd | 4,759 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,641 | $21.5 萬 | 0.01% | +4,641 | 新進 |
| DFPG Investments, LLC | 4,505 | $21.5 萬 | 0.04% | +4,505 | 新進 |
| Veritable, L.P. | 4,602 | $21.4 萬 | 0.00% | +4,602 | 新進 |
| Capital City Trust Co | 4,596 | $21.3 萬 | 0.07% | +4,596 | 新進 |
| Intrust Bank NA | 4,572 | $21.2 萬 | 0.03% | +4,572 | 新進 |
| Veriti Management LLC | 4,545 | $21.1 萬 | 0.03% | −492−9.8% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,547 | $21.1 萬 | 0.08% | +4,547 | 新進 |
| Old National Bancorp | 4,482 | $20.8 萬 | 0.01% | −2,058−31.5% | 減碼 |
| Ieq Capital, LLC | 4,467 | $20.7 萬 | 0.01% | +4,467 | 新進 |
| Flaharty Asset Management, LLC | 4,411 | $20.5 萬 | 0.04% | +4,411 | 新進 |
| Pacer Advisors, Inc. | 4,388 | $20.4 萬 | 0.00% | +4,388 | 新進 |
| Pathway Financial Advisors LLC | 4,339 | $20.1 萬 | 0.06% | +4,339 | 新進 |
| MONECO Advisors, LLC | 4,331 | $20.1 萬 | 0.07% | +4,331 | 新進 |
| Truist Financial Corp | 4,310 | $20.0 萬 | 0.00% | +4,310 | 新進 |
| Huntington National Bank | 3,943 | $18.3 萬 | 0.00% | −1,775−31.0% | 減碼 |
| City Holding Co | 3,700 | $17.2 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,605 | $16.7 萬 | 0.02% | +79+2.2% | 加碼 |
| Parallel Advisors, LLC | 3,301 | $15.3 萬 | 0.01% | −284−7.9% | 減碼 |
| Grayhawk Investment Strategies Inc. | 315 | $15.0 萬 | 0.12% | −2,906−90.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 3,078 | $14.3 萬 | 0.00% | +1,553+101.8% | 加碼 |
| Independence Bank of Kentucky | 2,844 | $13.2 萬 | 0.06% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,771 | $12.9 萬 | 0.00% | −227−7.6% | 減碼 |
| HM Payson & Co | 2,508 | $11.6 萬 | 0.00% | +1,766+238.0% | 加碼 |
| Quadrant Capital Group LLC | 2,484 | $11.5 萬 | 0.01% | −1,948−44.0% | 減碼 |
| IFP Advisors, Inc | 2,600 | $10.8 萬 | 0.00% | −559−17.7% | 減碼 |
| Credit Agricole S A | 2,231 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,165 | $10.1 萬 | 0.00% | −289−11.8% | 減碼 |
| Umb Bank N A | 2,089 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 2,388 | $9.49 萬 | 0.03% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,018 | $9.40 萬 | 0.00% | +867+75.3% | 加碼 |
| Concord Wealth Partners | 2,000 | $9.28 萬 | 0.03% | +2,000 | 新進 |
| Natixis | 1,961 | $9.10 萬 | 0.00% | −13,470−87.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,903 | $8.80 萬 | 0.02% | 00.0% | 不變 |
| Perkins Coie Trust Co | 1,871 | $8.68 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,821 | $8.45 萬 | 0.01% | −50−2.7% | 減碼 |
| Central Trust Co | 1,796 | $8.34 萬 | 0.00% | 00.0% | 不變 |
| Tobam | 1,747 | $8.10 萬 | 0.01% | +750+75.2% | 加碼 |
| Contravisory Investment Management, Inc. | 1,670 | $7.75 萬 | 0.02% | −20−1.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 1,523 | $7.07 萬 | 0.04% | +215+16.4% | 加碼 |
| Allworth Financial LP | 1,513 | $7.02 萬 | 0.00% | +208+15.9% | 加碼 |
| Johnson Midwest Financial, LLC | 1,501 | $7.00 萬 | 0.26% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,392 | $6.46 萬 | 0.00% | −9−0.6% | 減碼 |
| Pacifica Partners Inc. | 1,304 | $6.05 萬 | 0.04% | −300−18.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $6.03 萬 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1,265 | $5.87 萬 | 0.03% | 00.0% | 不變 |
| Old North State Trust, LLC | 1,129 | $5.20 萬 | 0.03% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,054 | $4.89 萬 | 0.00% | +53+5.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,049 | $4.87 萬 | 0.01% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 1,025 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,176 | $4.70 萬 | 0.00% | −99−7.8% | 減碼 |