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 3 季 13F 持有人
Sun Life Financial Inc 在 2023/9/30 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
- 379
- 較 2023 年第 2 季 +1 家
- 持有股數
- 2.69 億
- 較 2023 年第 2 季 −673.3 萬 (−2.4%)
- 總市值
- $132.2 億
- 較 2023 年第 2 季 −$12.7 億 (−8.8%)
- 新進機構
- 31
- 另有 126 家加碼
- 清倉機構
- 30
- 另有 124 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 4,059 | $19.8 萬 | 0.01% | −1,700−29.5% | 減碼 |
| Huntington National Bank | 4,081 | $19.9 萬 | 0.00% | +17+0.4% | 加碼 |
| Villere St Denis J & Co LLC | 4,177 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 4,177 | $20.4 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,180 | $20.4 萬 | 0.01% | −189−4.3% | 減碼 |
| Schechter Investment Advisors, LLC | 4,197 | $20.5 萬 | 0.02% | −501−10.7% | 減碼 |
| Intrust Bank NA | 4,224 | $20.6 萬 | 0.03% | −22−0.5% | 減碼 |
| Evergreen Capital Management LLC | 4,299 | $21.0 萬 | 0.01% | −5,946−58.0% | 減碼 |
| Pathway Financial Advisors LLC | 4,339 | $21.2 萬 | 0.07% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 3,221 | $21.3 萬 | 0.14% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,411 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,481 | $21.8 萬 | 0.11% | 00.0% | 不變 |
| Clarius Group, LLC | 4,480 | $21.9 萬 | 0.02% | −484−9.8% | 減碼 |
| State of Wyoming | 4,500 | $22.1 萬 | 0.05% | +4,500 | 新進 |
| Ieq Capital, LLC | 4,581 | $22.4 萬 | 0.00% | +40+0.9% | 加碼 |
| Capital City Trust Co | 4,596 | $22.4 萬 | 0.07% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,618 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 4,717 | $23.0 萬 | 0.04% | −233−4.7% | 減碼 |
| PDS Planning, Inc | 4,829 | $23.6 萬 | 0.03% | +170+3.6% | 加碼 |
| Syon Capital LLC | 4,865 | $23.7 萬 | 0.03% | +4,865 | 新進 |
| First Affirmative Financial Network | 4,952 | $24.2 萬 | 0.24% | +4,952 | 新進 |
| Mirova | 4,953 | $24.3 萬 | 0.05% | −1,199−19.5% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,040 | $24.6 萬 | 0.06% | +40+0.8% | 加碼 |
| Ritholtz Wealth Management | 5,066 | $24.7 萬 | 0.01% | −62−1.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,097 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Regions Financial Corp | 5,141 | $25.1 萬 | 0.00% | +7+0.1% | 加碼 |
| DFPG Investments, LLC | 5,332 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Financial Counselors Inc | 5,225 | $25.5 萬 | 0.01% | −37−0.7% | 減碼 |
| Lee Financial Co | 5,241 | $25.6 萬 | 0.05% | −500−8.7% | 減碼 |
| Smithfield Trust Co | 5,394 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,438 | $26.5 萬 | 0.15% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,461 | $26.6 萬 | 0.00% | −243−4.3% | 減碼 |
| Pacer Advisors, Inc. | 5,468 | $26.7 萬 | 0.00% | +312+6.1% | 加碼 |
| Baird Financial Group, Inc. | 5,662 | $27.6 萬 | 0.00% | +529+10.3% | 加碼 |
| UniSuper Management Pty Ltd | 4,200 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| CenterBook Partners LP | 5,768 | $28.1 萬 | 0.04% | +5,768 | 新進 |
| Mercer Global Advisors Inc | 5,821 | $28.4 萬 | 0.00% | +287+5.2% | 加碼 |
| CWM, LLC | 5,884 | $28.7 萬 | 0.00% | +643+12.3% | 加碼 |
| Cozad Asset Management Inc | 5,919 | $28.9 萬 | 0.04% | +22+0.4% | 加碼 |
| Stonebridge Capital Management Inc | 6,040 | $29.5 萬 | 0.16% | 00.0% | 不變 |
| Engineers Gate Manager LP | 6,060 | $29.6 萬 | 0.01% | +6,060 | 新進 |
| Truist Financial Corp | 6,121 | $29.9 萬 | 0.00% | +269+4.6% | 加碼 |
| West Family Investments, Inc. | 6,140 | $30.0 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,153 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 6,238 | $30.4 萬 | 0.00% | −14−0.2% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| Davidson Trust Co | 6,693 | $32.7 萬 | 0.24% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 6,768 | $33.0 萬 | 0.00% | +1,204+21.6% | 加碼 |
| MONECO Advisors, LLC | 6,862 | $33.5 萬 | 0.09% | +26+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $34.1 萬 | 0.04% | +6,982 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 7,033 | $34.3 萬 | 0.00% | +7,033 | 新進 |
| Veriti Management LLC | 7,036 | $34.3 萬 | 0.04% | +1,632+30.2% | 加碼 |
| Keybank National Association | 7,202 | $35.1 萬 | 0.00% | −116−1.6% | 減碼 |
| Brown Advisory Inc | 7,305 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 7,326 | $35.8 萬 | 0.00% | −1,114−13.2% | 減碼 |
| Boston Financial Mangement LLC | 7,491 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 7,775 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Advisor Partners II, LLC | 7,799 | $38.1 萬 | 0.02% | +528+7.3% | 加碼 |
| Am Investment Strategies LLC | 7,982 | $39.0 萬 | 0.13% | +18+0.2% | 加碼 |
| Claret Asset Management Corp | 8,256 | $40.3 萬 | 0.08% | −450−5.2% | 減碼 |
| First Republic Investment Management, Inc. | 8,719 | $42.5 萬 | 0.00% | +889+11.4% | 加碼 |
| Tyler-Stone Wealth Management | 8,727 | $42.6 萬 | 0.24% | 00.0% | 不變 |
| MQS Management LLC | 8,797 | $42.9 萬 | 0.26% | +8,797 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,053 | $44.2 萬 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 9,200 | $45.1 萬 | 0.02% | +8,600+1,433.3% | 加碼 |
| Advisors Asset Management, Inc. | 9,383 | $45.8 萬 | 0.01% | −1,645−14.9% | 減碼 |
| Yousif Capital Management, LLC | 9,532 | $46.5 萬 | 0.01% | −320−3.2% | 減碼 |
| Glenmede Trust Co NA | 9,592 | $46.8 萬 | 0.00% | +1,012+11.8% | 加碼 |
| Woodstock Corp | 9,647 | $47.1 萬 | 0.06% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 9,813 | $47.9 萬 | 0.00% | −300−3.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,850 | $48.1 萬 | 0.01% | −194−1.9% | 減碼 |
| Balentine LLC | 10,156 | $49.6 萬 | 0.02% | +1,579+18.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,263 | $50.1 萬 | 0.01% | −582−5.4% | 減碼 |
| Engrave Wealth Partners LLC | 10,519 | $51.3 萬 | 0.16% | 00.0% | 不變 |
| CI Private Wealth, LLC | 10,843 | $52.9 萬 | 0.00% | +2,991+38.1% | 加碼 |
| Cigna Investments Inc | 10,816 | $53.0 萬 | 0.12% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 11,802 | $57.6 萬 | 0.02% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 11,969 | $58.4 萬 | 0.06% | +2,140+21.8% | 加碼 |
| King Luther Capital Management Corp | 12,012 | $58.6 萬 | 0.00% | −877−6.8% | 減碼 |
| Rempart Asset Management Inc. | 12,056 | $59.0 萬 | 0.13% | −3,450−22.2% | 減碼 |
| Blair William & Co | 12,105 | $59.1 萬 | 0.00% | −171−1.4% | 減碼 |
| Captrust Financial Advisors | 12,121 | $59.2 萬 | 0.00% | +1,054+9.5% | 加碼 |
| Washington Trust Co | 12,173 | $59.4 萬 | 0.03% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 12,427 | $60.6 萬 | 0.01% | −24−0.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,427 | $60.6 萬 | 0.01% | −24−0.2% | 減碼 |
| Independent Advisor Alliance | 12,456 | $60.8 萬 | 0.03% | +12,456 | 新進 |
| Fifth Third Bancorp | 12,697 | $62.0 萬 | 0.00% | −249−1.9% | 減碼 |
| Kestra Advisory Services, LLC | 13,119 | $64.0 萬 | 0.01% | +1,346+11.4% | 加碼 |
| Advisory Resource Group | 13,463 | $65.7 萬 | 0.18% | +352+2.7% | 加碼 |
| Avantax Advisory Services, Inc. | 13,767 | $67.2 萬 | 0.01% | +424+3.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 14,368 | $70.1 萬 | 0.00% | +1,713+13.5% | 加碼 |
| Cumberland Partners Ltd | 14,353 | $70.3 萬 | 0.07% | −4,294−23.0% | 減碼 |
| Janney Montgomery Scott LLC | 14,436 | $70.4 萬 | 0.00% | +1,531+11.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $72.5 萬 | 0.09% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,161 | $75.0 萬 | 0.01% | −3,805−20.1% | 減碼 |
| Banque Pictet & Cie SA | 15,584 | $76.4 萬 | 0.01% | −1,526−8.9% | 減碼 |
| Rathbone Brothers plc | 15,731 | $77.1 萬 | 0.01% | +10,900+225.6% | 加碼 |
| SEI Investments Co | 15,861 | $77.4 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 16,597 | $81.0 萬 | 0.00% | −3,057−15.6% | 減碼 |