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。
2023 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2023/3/31 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
- 381
- 較 2022 年第 4 季 +24 家
- 持有股數
- 2.71 億
- 較 2022 年第 4 季 +113.8 萬 (+0.4%)
- 總市值
- $128.4 億
- 較 2022 年第 4 季 +$5,274 萬 (+0.4%)
- 新進機構
- 44
- 另有 141 家加碼
- 清倉機構
- 20
- 另有 111 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 3,601 | $16.8 萬 | 0.02% | −4−0.1% | 減碼 |
| City Holding Co | 3,700 | $17.3 萬 | 0.03% | 00.0% | 不變 |
| Huntington National Bank | 4,083 | $19.1 萬 | 0.00% | +140+3.6% | 加碼 |
| Schechter Investment Advisors, LLC | 4,298 | $20.1 萬 | 0.02% | +4,298 | 新進 |
| Pathway Financial Advisors LLC | 4,339 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 3,221 | $20.3 萬 | 0.10% | +2,906+922.5% | 加碼 |
| Bayesian Capital Management, LP | 4,400 | $20.5 萬 | 0.03% | +4,400 | 新進 |
| Flaharty Asset Management, LLC | 4,411 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| Intrust Bank NA | 4,450 | $20.8 萬 | 0.03% | −122−2.7% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,481 | $20.9 萬 | 0.08% | −66−1.5% | 減碼 |
| Ieq Capital, LLC | 4,505 | $21.0 萬 | 0.00% | +38+0.9% | 加碼 |
| Pacer Advisors, Inc. | 4,532 | $21.2 萬 | 0.00% | +144+3.3% | 加碼 |
| Capital City Trust Co | 4,596 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Veritable, L.P. | 4,602 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,618 | $21.6 萬 | 0.01% | −23−0.5% | 減碼 |
| Old National Bancorp | 4,645 | $21.7 萬 | 0.01% | +163+3.6% | 加碼 |
| Kula Investments, LLC | 4,722 | $22.1 萬 | 0.05% | +4,722 | 新進 |
| Gulf International Bank (UK) Ltd | 4,759 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Clarius Group, LLC | 4,761 | $22.2 萬 | 0.02% | −589−11.0% | 減碼 |
| Truist Financial Corp | 4,841 | $22.6 萬 | 0.00% | +531+12.3% | 加碼 |
| Creative Financial Designs Inc | 4,850 | $22.6 萬 | 0.03% | +4,850 | 新進 |
| Northwest Bancshares, Inc. | 4,950 | $23.1 萬 | 0.04% | −83−1.6% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $23.4 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| Rathbone Brothers plc | 5,105 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,233 | $24.4 萬 | 0.00% | −10.0% | 減碼 |
| Financial Counselors Inc | 5,262 | $24.6 萬 | 0.01% | −700−11.7% | 減碼 |
| DFPG Investments, LLC | 5,348 | $25.0 萬 | 0.03% | +843+18.7% | 加碼 |
| Ritholtz Wealth Management | 5,348 | $25.0 萬 | 0.01% | −294−5.2% | 減碼 |
| Smithfield Trust Co | 5,394 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,438 | $25.4 萬 | 0.15% | 00.0% | 不變 |
| Regions Financial Corp | 5,500 | $25.6 萬 | 0.00% | +77+1.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,578 | $26.0 萬 | 0.00% | +5,578 | 新進 |
| Veriti Management LLC | 5,743 | $26.8 萬 | 0.03% | +1,198+26.4% | 加碼 |
| Mercer Global Advisors Inc | 5,878 | $27.5 萬 | 0.00% | +370+6.7% | 加碼 |
| Cozad Asset Management Inc | 5,957 | $27.8 萬 | 0.04% | −470−7.3% | 減碼 |
| Heathbridge Capital Management Ltd. | 6,000 | $28.0 萬 | 0.12% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 6,040 | $28.2 萬 | 0.14% | 00.0% | 不變 |
| CWM, LLC | 6,089 | $28.4 萬 | 0.00% | −18−0.3% | 減碼 |
| Pinnacle Associates Ltd | 6,153 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 6,239 | $29.1 萬 | 0.01% | +86+1.4% | 加碼 |
| Savant Capital, LLC | 6,264 | $29.3 萬 | 0.01% | +6,264 | 新進 |
| Wealthspire Advisors, LLC | 6,270 | $29.3 萬 | 0.01% | +1,335+27.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 6,339 | $29.6 萬 | 0.01% | −2,169−25.5% | 減碼 |
| Ontario Teachers Pension Plan Board | 6,563 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 6,641 | $31.0 萬 | 0.05% | +6,641 | 新進 |
| Parsons Capital Management Inc | 6,667 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Davidson Trust Co | 6,693 | $31.3 萬 | 0.24% | −310−4.4% | 減碼 |
| Trexquant Investment LP | 6,765 | $31.6 萬 | 0.01% | −602−8.2% | 減碼 |
| MONECO Advisors, LLC | 6,806 | $31.8 萬 | 0.09% | +2,475+57.1% | 加碼 |
| West Family Investments, Inc. | 6,847 | $32.0 萬 | 0.13% | 00.0% | 不變 |
| Welch & Forbes LLC | 7,021 | $32.8 萬 | 0.01% | +44+0.6% | 加碼 |
| Advisor Partners II, LLC | 7,165 | $33.5 萬 | 0.02% | +1,886+35.7% | 加碼 |
| Brown Advisory Inc | 7,305 | $34.1 萬 | 0.00% | +7,305 | 新進 |
| Boston Financial Mangement LLC | 7,491 | $35.0 萬 | 0.01% | +7,491 | 新進 |
| Sequoia Financial Advisors, LLC | 7,639 | $35.7 萬 | 0.01% | +855+12.6% | 加碼 |
| Royal London Asset Management Ltd | 7,775 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Balentine LLC | 7,938 | $37.1 萬 | 0.01% | −64−0.8% | 減碼 |
| CI Private Wealth, LLC | 7,968 | $37.2 萬 | 0.00% | +7,968 | 新進 |
| Cerity Partners LLC | 8,485 | $39.6 萬 | 0.00% | +2,815+49.6% | 加碼 |
| Glenmede Trust Co NA | 8,580 | $40.1 萬 | 0.00% | −290−3.3% | 減碼 |
| Mirova | 8,692 | $40.6 萬 | 0.06% | −3,299−27.5% | 減碼 |
| Evergreen Capital Management LLC | 8,864 | $41.4 萬 | 0.02% | +8,864 | 新進 |
| Claret Asset Management Corp | 9,746 | $45.5 萬 | 0.09% | −706−6.8% | 減碼 |
| Verdence Capital Advisors LLC | 9,744 | $45.5 萬 | 0.06% | +9,744 | 新進 |
| Yousif Capital Management, LLC | 9,792 | $45.7 萬 | 0.01% | 00.0% | 不變 |
| Woodstock Corp | 9,802 | $45.8 萬 | 0.06% | 00.0% | 不變 |
| Quantinno Capital Management LP | 9,918 | $46.3 萬 | 0.03% | +1,045+11.8% | 加碼 |
| First Republic Investment Management, Inc. | 10,122 | $47.3 萬 | 0.00% | −211−2.0% | 減碼 |
| Fifth Third Bancorp | 10,689 | $49.9 萬 | 0.00% | −1,610−13.1% | 減碼 |
| Engrave Wealth Partners LLC | 10,519 | $50.2 萬 | 0.17% | 00.0% | 不變 |
| Cigna Investments Inc | 10,816 | $50.4 萬 | 0.10% | −198−1.8% | 減碼 |
| Kestra Advisory Services, LLC | 11,233 | $52.5 萬 | 0.01% | +101+0.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,334 | $52.9 萬 | 0.01% | +2,061+22.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 11,802 | $55.1 萬 | 0.02% | +2,002+20.4% | 加碼 |
| Advisors Asset Management, Inc. | 11,976 | $55.9 萬 | 0.01% | −1,844−13.3% | 減碼 |
| Washington Trust Co | 12,173 | $56.8 萬 | 0.03% | −14−0.1% | 減碼 |
| Captrust Financial Advisors | 12,211 | $57.0 萬 | 0.00% | +1,146+10.4% | 加碼 |
| JustInvest LLC | 12,360 | $57.7 萬 | 0.02% | −11−0.1% | 減碼 |
| Blair William & Co | 12,378 | $57.8 萬 | 0.00% | −40−0.3% | 減碼 |
| Advisory Resource Group | 12,973 | $60.6 萬 | 0.17% | +342+2.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,150 | $60.9 萬 | 0.05% | +669+10.3% | 加碼 |
| Brinker Capital Investments, LLC | 13,064 | $61.0 萬 | 0.01% | −561−4.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 13,064 | $61.0 萬 | 0.01% | +13,064 | 新進 |
| Cubist Systematic Strategies, LLC | 13,197 | $61.6 萬 | 0.01% | +13,197 | 新進 |
| Avantax Advisory Services, Inc. | 13,349 | $62.3 萬 | 0.01% | +320+2.5% | 加碼 |
| Janney Montgomery Scott LLC | 13,471 | $62.9 萬 | 0.00% | +7,993+145.9% | 加碼 |
| King Luther Capital Management Corp | 13,653 | $63.8 萬 | 0.00% | −570−4.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 14,701 | $68.7 萬 | 0.00% | −466−3.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $69.3 萬 | 0.08% | −2,127−12.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,099 | $70.5 萬 | 0.00% | +95+0.6% | 加碼 |
| Balyasny Asset Management LLC | 15,834 | $73.9 萬 | 0.00% | +660+4.3% | 加碼 |
| Cumberland Partners Ltd | 15,888 | $74.1 萬 | 0.07% | −4,975−23.8% | 減碼 |
| SEI Investments Co | 16,350 | $76.4 萬 | 0.00% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 16,405 | $76.6 萬 | 0.17% | −2,300−12.3% | 減碼 |
| Citadel Advisors LLC | 16,770 | $78.3 萬 | 0.00% | −322,830−95.1% | 減碼 |
| Capital World Investors | 16,974 | $79.3 萬 | 0.00% | 00.0% | 不變 |
| United Services Automobile Association | 17,109 | $79.9 萬 | 0.03% | −12,559−42.3% | 減碼 |
| Twin Tree Management, LP | 17,327 | $80.9 萬 | 0.02% | −28,929−62.5% | 減碼 |