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 4 季 13F 持有人
Sun Life Financial Inc 在 2023/12/31 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
- 398
- 較 2023 年第 3 季 +25 家
- 持有股數
- 2.74 億
- 較 2023 年第 3 季 +543.1 萬 (+2.0%)
- 總市值
- $142.8 億
- 較 2023 年第 3 季 +$10.7 億 (+8.1%)
- 新進機構
- 51
- 另有 130 家加碼
- 清倉機構
- 26
- 另有 122 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,479 | $18.0 萬 | 0.01% | −179−4.9% | 減碼 |
| Lindbrook Capital, LLC | 3,561 | $18.5 萬 | 0.02% | −176−4.7% | 減碼 |
| City Holding Co | 3,700 | $19.2 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,723 | $19.3 萬 | 0.00% | +3,695+13,196.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 3,909 | $20.2 萬 | 0.01% | −150−3.7% | 減碼 |
| Canopy Partners, LLC | 3,914 | $20.3 萬 | 0.12% | +3,914 | 新進 |
| Arete Wealth Advisors, LLC | 4,004 | $20.8 萬 | 0.02% | +4,004 | 新進 |
| Engineers Gate Manager LP | 4,044 | $21.0 萬 | 0.01% | −2,016−33.3% | 減碼 |
| Ballast, Inc. | 4,083 | $21.2 萬 | 0.07% | +4,083 | 新進 |
| Advisors Asset Management, Inc. | 4,092 | $21.2 萬 | 0.00% | −5,291−56.4% | 減碼 |
| Congress Wealth Management LLC | 4,125 | $21.4 萬 | 0.00% | +4,125 | 新進 |
| EverSource Wealth Advisors, LLC | 4,127 | $21.4 萬 | 0.02% | +267+6.9% | 加碼 |
| Schechter Investment Advisors, LLC | 4,156 | $21.6 萬 | 0.02% | −41−1.0% | 減碼 |
| Argent Trust Co | 4,177 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 4,177 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,180 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 3,221 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Natixis | 4,351 | $22.6 萬 | 0.00% | +4,351 | 新進 |
| Intrust Bank NA | 4,450 | $23.1 萬 | 0.03% | +226+5.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,474 | $23.2 萬 | 0.08% | −7−0.2% | 減碼 |
| Clarius Group, LLC | 4,512 | $23.4 萬 | 0.02% | +32+0.7% | 加碼 |
| CWM, LLC | 4,555 | $23.6 萬 | 0.00% | −1,329−22.6% | 減碼 |
| Capital City Trust Co | 4,596 | $23.8 萬 | 0.07% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 4,617 | $23.9 萬 | 0.04% | −100−2.1% | 減碼 |
| NewEdge Wealth, LLC | 4,618 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 4,620 | $24.0 萬 | 0.00% | +39+0.9% | 加碼 |
| PDS Planning, Inc | 4,937 | $25.6 萬 | 0.03% | +108+2.2% | 加碼 |
| Confluence Wealth Services, Inc. | 4,985 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $25.9 萬 | 0.05% | −40−0.8% | 減碼 |
| State of Wyoming | 5,000 | $26.1 萬 | 0.05% | +500+11.1% | 加碼 |
| Ritholtz Wealth Management | 5,075 | $26.3 萬 | 0.01% | +9+0.2% | 加碼 |
| Nebula Research & Development LLC | 5,082 | $26.4 萬 | 0.08% | +5,082 | 新進 |
| Evergreen Capital Management LLC | 5,091 | $26.4 萬 | 0.01% | +792+18.4% | 加碼 |
| Regions Financial Corp | 5,141 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $26.7 萬 | 0.04% | +46+0.9% | 加碼 |
| Keybank National Association | 5,222 | $27.1 萬 | 0.00% | −1,980−27.5% | 減碼 |
| DFPG Investments, LLC | 5,332 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| First Affirmative Financial Network | 5,270 | $27.3 萬 | 0.22% | +318+6.4% | 加碼 |
| Smithfield Trust Co | 5,394 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,459 | $28.3 萬 | 0.14% | +21+0.4% | 加碼 |
| Pacer Advisors, Inc. | 5,536 | $28.7 萬 | 0.00% | +68+1.2% | 加碼 |
| UniSuper Management Pty Ltd | 4,200 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 5,662 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 5,747 | $29.8 萬 | 0.02% | +5,097+784.2% | 加碼 |
| Stonebridge Capital Management Inc | 5,845 | $30.3 萬 | 0.15% | −195−3.2% | 減碼 |
| FreeGulliver LLC | 5,872 | $30.5 萬 | 0.40% | +5,872 | 新進 |
| Cozad Asset Management Inc | 5,919 | $30.7 萬 | 0.04% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,976 | $31.0 萬 | 0.00% | +5,976 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 6,100 | $31.6 萬 | 0.01% | +6,100 | 新進 |
| West Family Investments, Inc. | 6,140 | $31.8 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,153 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 6,238 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 6,498 | $33.7 萬 | 0.00% | −270−4.0% | 減碼 |
| Financial Counselors Inc | 6,603 | $34.2 萬 | 0.01% | +1,378+26.4% | 加碼 |
| Parsons Capital Management Inc | 6,667 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| Davidson Trust Co | 6,693 | $34.7 萬 | 0.22% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 6,792 | $35.2 萬 | 0.00% | −241−3.4% | 減碼 |
| MONECO Advisors, LLC | 6,864 | $35.6 萬 | 0.07% | +20.0% | 加碼 |
| Truist Financial Corp | 6,916 | $35.9 萬 | 0.00% | +795+13.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $36.2 萬 | 0.04% | 00.0% | 不變 |
| Axq Capital, LP | 7,020 | $36.4 萬 | 0.10% | +7,020 | 新進 |
| Syon Capital LLC | 7,223 | $37.5 萬 | 0.04% | +2,358+48.5% | 加碼 |
| Brown Advisory Inc | 7,305 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 7,478 | $38.8 萬 | 0.01% | +7,478 | 新進 |
| Boston Financial Mangement LLC | 7,491 | $38.8 萬 | 0.01% | 00.0% | 不變 |
| Balentine LLC | 7,602 | $39.4 萬 | 0.01% | −2,554−25.1% | 減碼 |
| Janney Montgomery Scott LLC | 7,616 | $39.5 萬 | 0.00% | −6,820−47.2% | 減碼 |
| Veriti Management LLC | 7,733 | $40.1 萬 | 0.04% | +697+9.9% | 加碼 |
| Royal London Asset Management Ltd | 7,775 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| Am Investment Strategies LLC | 8,001 | $41.5 萬 | 0.12% | +19+0.2% | 加碼 |
| Claret Asset Management Corp | 8,062 | $41.8 萬 | 0.07% | −194−2.3% | 減碼 |
| XTX Topco Ltd | 8,378 | $43.4 萬 | 0.10% | +8,378 | 新進 |
| Versor Investments LP | 8,397 | $43.6 萬 | 0.09% | +8,397 | 新進 |
| Tyler-Stone Wealth Management | 8,727 | $45.3 萬 | 0.23% | 00.0% | 不變 |
| CI Private Wealth, LLC | 9,514 | $49.3 萬 | 0.00% | −1,329−12.3% | 減碼 |
| Yousif Capital Management, LLC | 9,532 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 9,609 | $49.8 萬 | 0.00% | +17+0.2% | 加碼 |
| Woodstock Corp | 9,647 | $50.0 萬 | 0.06% | 00.0% | 不變 |
| Private Advisor Group, LLC | 9,759 | $50.6 萬 | 0.00% | −20,015−67.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,864 | $51.2 萬 | 0.01% | +14+0.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,081 | $52.3 萬 | 0.01% | −182−1.8% | 減碼 |
| Cresset Asset Management, LLC | 10,091 | $52.3 萬 | 0.00% | +278+2.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,115 | $52.5 萬 | 0.00% | +1,062+11.7% | 加碼 |
| Engrave Wealth Partners LLC | 10,519 | $54.6 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 10,662 | $55.3 萬 | 0.00% | +4,841+83.2% | 加碼 |
| Rempart Asset Management Inc. | 10,706 | $55.7 萬 | 0.12% | −1,350−11.2% | 減碼 |
| Pathstone Holdings, LLC | 10,863 | $56.3 萬 | 0.00% | +10,863 | 新進 |
| Cigna Investments Inc | 10,816 | $56.4 萬 | 0.12% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 11,407 | $59.2 萬 | 0.02% | −395−3.3% | 減碼 |
| Washington Trust Co | 11,471 | $59.5 萬 | 0.02% | −702−5.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 11,497 | $59.9 萬 | 0.00% | −1,389−10.8% | 減碼 |
| Banque Cantonale Vaudoise | 11,617 | $60.5 萬 | 0.03% | +2,417+26.3% | 加碼 |
| State Street Corp | 11,703 | $60.7 萬 | 0.00% | −13,662−53.9% | 減碼 |
| Brinker Capital Investments, LLC | 11,829 | $60.9 萬 | 0.01% | −598−4.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,829 | $60.9 萬 | 0.01% | −598−4.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 11,942 | $61.9 萬 | 0.07% | +11,942 | 新進 |
| Verdence Capital Advisors LLC | 11,941 | $61.9 萬 | 0.06% | −28−0.2% | 減碼 |
| King Luther Capital Management Corp | 12,012 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Blair William & Co | 12,202 | $63.3 萬 | 0.00% | +97+0.8% | 加碼 |