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 2 季 13F 持有人
Sun Life Financial Inc 在 2023/6/30 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
- 382
- 較 2023 年第 1 季 +4 家
- 持有股數
- 2.76 億
- 較 2023 年第 1 季 +448.0 萬 (+1.7%)
- 總市值
- $145.1 億
- 較 2023 年第 1 季 +$16.8 億 (+13.1%)
- 新進機構
- 37
- 另有 121 家加碼
- 清倉機構
- 33
- 另有 133 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 4,064 | $21.2 萬 | 0.00% | −19−0.5% | 減碼 |
| Ballast, Inc. | 4,083 | $21.3 萬 | 0.08% | +4,083 | 新進 |
| Villere St Denis J & Co LLC | 4,177 | $21.8 萬 | 0.02% | +4,177 | 新進 |
| Argent Trust Co | 4,177 | $21.8 萬 | 0.01% | +4,177 | 新進 |
| Intrust Bank NA | 4,246 | $22.1 萬 | 0.03% | −204−4.6% | 減碼 |
| Grayhawk Investment Strategies Inc. | 3,221 | $22.2 萬 | 0.14% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $22.6 萬 | 0.07% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,369 | $22.8 萬 | 0.01% | +4,369 | 新進 |
| Bridgefront Capital, LLC | 4,396 | $22.9 萬 | 0.12% | +4,396 | 新進 |
| Flaharty Asset Management, LLC | 4,411 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,481 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| Ieq Capital, LLC | 4,541 | $23.7 萬 | 0.00% | +36+0.8% | 加碼 |
| Capital City Trust Co | 4,596 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Veritable, L.P. | 4,602 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,618 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 4,659 | $24.3 萬 | 0.03% | +4,659 | 新進 |
| Schechter Investment Advisors, LLC | 4,698 | $24.5 萬 | 0.02% | +400+9.3% | 加碼 |
| Creative Financial Designs Inc | 4,703 | $24.5 萬 | 0.03% | −147−3.0% | 減碼 |
| Rathbone Brothers plc | 4,831 | $25.2 萬 | 0.00% | −274−5.4% | 減碼 |
| Northwest Bancshares, Inc. | 4,950 | $25.8 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 4,964 | $25.9 萬 | 0.02% | +203+4.3% | 加碼 |
| Confluence Wealth Services, Inc. | 4,985 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,097 | $26.6 萬 | 0.04% | −10.0% | 減碼 |
| Ritholtz Wealth Management | 5,128 | $26.7 萬 | 0.01% | −220−4.1% | 減碼 |
| Baird Financial Group, Inc. | 5,133 | $26.8 萬 | 0.00% | −100−1.9% | 減碼 |
| Regions Financial Corp | 5,134 | $26.8 萬 | 0.00% | −366−6.7% | 減碼 |
| Pacer Advisors, Inc. | 5,156 | $26.9 萬 | 0.00% | +624+13.8% | 加碼 |
| CWM, LLC | 5,241 | $27.3 萬 | 0.00% | −848−13.9% | 減碼 |
| Financial Counselors Inc | 5,262 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| DFPG Investments, LLC | 5,332 | $27.7 萬 | 0.02% | −16−0.3% | 減碼 |
| Smithfield Trust Co | 5,394 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Veriti Management LLC | 5,404 | $28.2 萬 | 0.03% | −339−5.9% | 減碼 |
| Running Point Capital Advisors, LLC | 5,438 | $28.3 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,534 | $28.8 萬 | 0.00% | −344−5.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,564 | $29.0 萬 | 0.00% | −14−0.3% | 減碼 |
| UniSuper Management Pty Ltd | 4,200 | $29.0 萬 | 0.00% | +4,200 | 新進 |
| Wealthspire Advisors, LLC | 5,704 | $29.7 萬 | 0.00% | −566−9.0% | 減碼 |
| Lee Financial Co | 5,741 | $29.9 萬 | 0.05% | −900−13.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 5,759 | $30.0 萬 | 0.01% | +1,000+21.0% | 加碼 |
| Truist Financial Corp | 5,852 | $30.5 萬 | 0.00% | +1,011+20.9% | 加碼 |
| Cozad Asset Management Inc | 5,897 | $30.7 萬 | 0.04% | −60−1.0% | 減碼 |
| Stonebridge Capital Management Inc | 6,040 | $31.5 萬 | 0.15% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,140 | $32.0 萬 | 0.12% | −707−10.3% | 減碼 |
| Pinnacle Associates Ltd | 6,153 | $32.1 萬 | 0.01% | 00.0% | 不變 |
| Mirova | 6,152 | $32.1 萬 | 0.06% | −2,540−29.2% | 減碼 |
| Savant Capital, LLC | 6,252 | $32.6 萬 | 0.01% | −12−0.2% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Davidson Trust Co | 6,693 | $34.9 萬 | 0.25% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,836 | $35.6 萬 | 0.10% | +30+0.4% | 加碼 |
| Welch & Forbes LLC | 6,977 | $36.4 萬 | 0.01% | −44−0.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 7,002 | $36.5 萬 | 0.04% | +6,793+3,250.2% | 加碼 |
| Advisor Partners II, LLC | 7,271 | $37.9 萬 | 0.02% | +106+1.5% | 加碼 |
| Brown Advisory Inc | 7,305 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 7,318 | $38.1 萬 | 0.00% | +7,318 | 新進 |
| Boston Financial Mangement LLC | 7,491 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 8,580 | $40.1 萬 | 0.00% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 7,775 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 7,830 | $40.8 萬 | 0.00% | −2,292−22.6% | 減碼 |
| CI Private Wealth, LLC | 7,852 | $40.9 萬 | 0.00% | −116−1.5% | 減碼 |
| Am Investment Strategies LLC | 7,964 | $41.5 萬 | 0.13% | +7,964 | 新進 |
| Cerity Partners LLC | 8,440 | $44.0 萬 | 0.00% | −45−0.5% | 減碼 |
| Balentine LLC | 8,577 | $44.7 萬 | 0.01% | +639+8.0% | 加碼 |
| Marshall Wace, LLP | 8,600 | $44.8 萬 | 0.00% | +8,600 | 新進 |
| Claret Asset Management Corp | 8,706 | $45.4 萬 | 0.09% | −1,040−10.7% | 減碼 |
| Tyler-Stone Wealth Management | 8,727 | $45.5 萬 | 0.26% | +8,727 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,053 | $47.2 萬 | 0.00% | −15,961−63.8% | 減碼 |
| Woodstock Corp | 9,647 | $50.3 萬 | 0.06% | −155−1.6% | 減碼 |
| Verdence Capital Advisors LLC | 9,829 | $51.2 萬 | 0.06% | +85+0.9% | 加碼 |
| Yousif Capital Management, LLC | 9,852 | $51.3 萬 | 0.01% | +60+0.6% | 加碼 |
| HRT Financial LP | 9,897 | $51.5 萬 | 0.00% | +9,897 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,044 | $52.3 萬 | 0.01% | +3,705+58.4% | 加碼 |
| Cresset Asset Management, LLC | 10,113 | $52.7 萬 | 0.00% | +10,113 | 新進 |
| Evergreen Capital Management LLC | 10,245 | $53.4 萬 | 0.02% | +1,381+15.6% | 加碼 |
| Engrave Wealth Partners LLC | 10,519 | $54.8 萬 | 0.17% | 00.0% | 不變 |
| Cigna Investments Inc | 10,816 | $56.4 萬 | 0.11% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 10,845 | $56.5 萬 | 0.01% | +3,206+42.0% | 加碼 |
| Advisors Asset Management, Inc. | 11,028 | $57.5 萬 | 0.01% | −948−7.9% | 減碼 |
| Captrust Financial Advisors | 11,067 | $57.7 萬 | 0.00% | −1,144−9.4% | 減碼 |
| Quantinno Capital Management LP | 11,376 | $59.3 萬 | 0.03% | +1,458+14.7% | 加碼 |
| Kestra Advisory Services, LLC | 11,773 | $61.4 萬 | 0.01% | +540+4.8% | 加碼 |
| NorthCrest Asset Manangement, LLC | 11,802 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 12,173 | $63.4 萬 | 0.03% | 00.0% | 不變 |
| Blair William & Co | 12,276 | $64.0 萬 | 0.00% | −102−0.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,290 | $64.1 萬 | 0.00% | −9,958−44.8% | 減碼 |
| Brinker Capital Investments, LLC | 12,451 | $64.9 萬 | 0.01% | −613−4.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,451 | $64.9 萬 | 0.01% | −613−4.7% | 減碼 |
| Barclays PLC | 12,595 | $65.6 萬 | 0.00% | −17,633−58.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,655 | $66.0 萬 | 0.00% | −2,046−13.9% | 減碼 |
| King Luther Capital Management Corp | 12,889 | $67.2 萬 | 0.00% | −764−5.6% | 減碼 |
| Janney Montgomery Scott LLC | 12,905 | $67.3 萬 | 0.00% | −566−4.2% | 減碼 |
| Fifth Third Bancorp | 12,946 | $67.5 萬 | 0.00% | +2,257+21.1% | 加碼 |
| Advisory Resource Group | 13,111 | $68.3 萬 | 0.19% | +138+1.1% | 加碼 |
| Avantax Advisory Services, Inc. | 13,343 | $69.5 萬 | 0.01% | −60.0% | 減碼 |
| JustInvest LLC | 14,186 | $73.9 萬 | 0.02% | +1,826+14.8% | 加碼 |
| United Services Automobile Association | 14,589 | $76.1 萬 | 0.02% | −2,520−14.7% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $77.4 萬 | 0.08% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,965 | $78.1 萬 | 0.03% | +14,965 | 新進 |
| Rempart Asset Management Inc. | 15,506 | $80.9 萬 | 0.17% | −899−5.5% | 減碼 |
| SEI Investments Co | 15,861 | $82.7 萬 | 0.00% | −489−3.0% | 減碼 |