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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 117,615 | $613.0 萬 | 0.00% | +43,972+59.7% | 加碼 |
| Power Corp of Canada | 115,004 | $597.4 萬 | 0.62% | +1,279+1.1% | 加碼 |
| American Century Companies Inc | 107,026 | $555.1 萬 | 0.00% | +10,993+11.4% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 106,878 | $554.4 萬 | 1.86% | +2,757+2.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 106,125 | $550.4 萬 | 0.50% | +106,125 | 新進 |
| Price T Rowe Associates Inc | 101,627 | $527.1 萬 | 0.00% | +7,467+7.9% | 加碼 |
| Motco | 100,494 | $521.2 萬 | 0.33% | −15,837−13.6% | 減碼 |
| Wells Fargo & Company | 96,572 | $501.3 萬 | 0.00% | −4,039−4.0% | 減碼 |
| Credential Qtrade Securities Inc. | 93,731 | $486.2 萬 | 0.29% | −5,904−5.9% | 減碼 |
| Burney Co | 89,014 | $461.6 萬 | 0.19% | −484−0.5% | 減碼 |
| Balyasny Asset Management LLC | 84,121 | $436.3 萬 | 0.01% | +5,380+6.8% | 加碼 |
| La Banque Postale Asset Management SA | 80,441 | $419.2 萬 | 0.09% | −15,598−16.2% | 減碼 |
| Janus Henderson Group PLC | 78,798 | $410.7 萬 | 0.00% | −1,900−2.4% | 減碼 |
| Twin Tree Management, LP | 78,374 | $406.4 萬 | 0.07% | +78,374 | 新進 |
| Maryland State Retirement & Pension System | 77,570 | $402.5 萬 | 0.08% | −13,176−14.5% | 減碼 |
| Acadian Asset Management LLC | 70,000 | $364.5 萬 | 0.01% | +39,500+129.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 71,149 | $360.6 萬 | 0.78% | −2,056−2.8% | 減碼 |
| Utah Retirement Systems | 68,983 | $359.5 萬 | 0.05% | 00.0% | 不變 |
| Van Eck Associates Corp | 68,945 | $357.8 萬 | 0.01% | +4,889+7.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 66,354 | $344.0 萬 | 0.00% | −112,717−62.9% | 減碼 |
| Prudential Financial Inc | 65,075 | $339.2 萬 | 0.01% | +575+0.9% | 加碼 |
| Commonwealth Equity Services, LLC | 61,141 | $317.1 萬 | 0.01% | −1,400−2.2% | 減碼 |
| Assenagon Asset Management S.A. | 58,287 | $303.8 萬 | 0.01% | −2,674−4.4% | 減碼 |
| PCJ Investment Counsel Ltd. | 58,040 | $301.0 萬 | 1.16% | +8,420+17.0% | 加碼 |
| Ossiam | 56,816 | $296.1 萬 | 0.05% | +12,724+28.9% | 加碼 |
| Harvest Portfolios Group Inc. | 56,503 | $293.0 萬 | 0.12% | +3,082+5.8% | 加碼 |
| Duality Advisers, LP | 55,621 | $288.5 萬 | 0.30% | +55,621 | 新進 |
| Investment Management Corp of Ontario | 50,917 | $264.1 萬 | 0.06% | +50,917 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 48,768 | $253.1 萬 | 0.17% | +48,768 | 新進 |
| AE Wealth Management LLC | 48,732 | $250.4 萬 | 0.01% | +6,152+14.4% | 加碼 |
| Kraematon Investment Advisors, Inc | 47,600 | $246.9 萬 | 2.71% | −66−0.1% | 減碼 |
| Vontobel Holding Ltd. | 47,172 | $244.7 萬 | 0.02% | −25−0.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 44,117 | $229.9 萬 | 0.09% | +44,117 | 新進 |
| Quantinno Capital Management LP | 43,628 | $226.3 萬 | 0.08% | +10,110+30.2% | 加碼 |
| Vident Advisory, LLC | 42,746 | $222.6 萬 | 0.06% | +2,511+6.2% | 加碼 |
| Alliancebernstein L.P. | 42,792 | $221.9 萬 | 0.00% | +1,688+4.1% | 加碼 |
| Gold Investment Management Ltd. | 42,507 | $220.5 萬 | 0.94% | +42,507 | 新進 |
| Jane Street Group, LLC | 40,712 | $211.1 萬 | 0.00% | +5,397+15.3% | 加碼 |
| Marshall Wace, LLP | 40,300 | $209.0 萬 | 0.00% | +22,800+130.3% | 加碼 |
| Mariner, LLC | 40,196 | $208.5 萬 | 0.00% | +6,847+20.5% | 加碼 |
| Dorchester Wealth Management Co | 39,836 | $207.0 萬 | 0.38% | −460−1.1% | 減碼 |
| Ensign Peak Advisors, Inc | 40,100 | $203.7 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 39,158 | $203.1 萬 | 0.12% | +39,158 | 新進 |
| Stifel Financial Corp | 38,424 | $199.3 萬 | 0.00% | +2,649+7.4% | 加碼 |
| AJOVista, LLC | 35,400 | $183.6 萬 | 2.32% | +35,400 | 新進 |
| Northwestern Mutual Wealth Management Co | 34,877 | $180.9 萬 | 0.00% | +4,755+15.8% | 加碼 |
| Metis Global Partners, LLC | 34,847 | $180.7 萬 | 0.07% | +844+2.5% | 加碼 |
| Natixis Advisors, L.P. | 33,997 | $176.3 萬 | 0.00% | +2,593+8.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 33,455 | $173.5 萬 | 0.02% | −4,624−12.1% | 減碼 |
| Raymond James & Associates | 33,291 | $172.6 萬 | 0.00% | −1,548−4.4% | 減碼 |
| Shell Asset Management Co | 33,072 | $172.4 萬 | 0.08% | −37,413−53.1% | 減碼 |
| Creative Planning | 33,076 | $171.5 萬 | 0.00% | +2,248+7.3% | 加碼 |
| Ostrum Asset Management | 32,170 | $167.7 萬 | 0.15% | −14,852−31.6% | 減碼 |
| M&T Bank Corp | 31,785 | $164.8 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 30,839 | $159.9 萬 | 0.01% | +1,013+3.4% | 加碼 |
| Erste Asset Management GmbH | 30,500 | $157.6 萬 | 0.02% | 00.0% | 不變 |
| LPL Financial LLC | 29,346 | $152.2 萬 | 0.00% | +2,244+8.3% | 加碼 |
| Advisor Group Holdings, Inc. | 26,478 | $137.4 萬 | 0.00% | −3,436−11.5% | 減碼 |
| Envestnet Asset Management Inc | 26,018 | $134.9 萬 | 0.00% | −22,335−46.2% | 減碼 |
| Wetherby Asset Management Inc | 25,904 | $134.3 萬 | 0.07% | −172−0.7% | 減碼 |
| Barclays PLC | 24,589 | $127.5 萬 | 0.00% | +3,092+14.4% | 加碼 |
| V-Square Quantitative Management LLC | 18,308 | $125.8 萬 | 0.30% | +18,308 | 新進 |
| United Services Automobile Association | 24,095 | $125.0 萬 | 0.03% | +3,118+14.9% | 加碼 |
| Aigen Investment Management, LP | 23,753 | $123.2 萬 | 0.22% | +23,753 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 23,393 | $121.3 萬 | 0.00% | +593+2.6% | 加碼 |
| Pathway Financial Advisers, LLC | 22,899 | $118.8 萬 | 0.45% | +1,131+5.2% | 加碼 |
| Signaturefd, LLC | 22,365 | $116.0 萬 | 0.03% | +414+1.9% | 加碼 |
| Mason & Associates Inc | 22,000 | $114.1 萬 | 0.34% | 00.0% | 不變 |
| US Bancorp | 20,678 | $107.2 萬 | 0.00% | +4,081+24.6% | 加碼 |
| HighTower Advisors, LLC | 20,019 | $103.7 萬 | 0.00% | +398+2.0% | 加碼 |
| Cetera Advisor Networks LLC | 19,915 | $103.3 萬 | 0.01% | −113−0.6% | 減碼 |
| Swiss Life Asset Management Ltd | 19,714 | $102.8 萬 | 0.01% | −23,237−54.1% | 減碼 |
| Capital World Investors | 19,432 | $100.8 萬 | 0.00% | +2,458+14.5% | 加碼 |
| HBK Sorce Advisory LLC | 18,200 | $94.4 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 17,681 | $91.7 萬 | 0.00% | +3,313+23.1% | 加碼 |
| Wambolt & Associates, LLC | 17,659 | $91.6 萬 | 0.30% | −4,823−21.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,610 | $91.3 萬 | 0.00% | +875+5.2% | 加碼 |
| Captrust Financial Advisors | 17,386 | $90.2 萬 | 0.00% | +5,265+43.4% | 加碼 |
| SEI Investments Co | 16,247 | $84.3 萬 | 0.00% | +386+2.4% | 加碼 |
| JustInvest LLC | 15,867 | $82.3 萬 | 0.02% | −1,553−8.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,729 | $81.6 萬 | 0.11% | +15,729 | 新進 |
| Rathbone Brothers plc | 15,440 | $80.5 萬 | 0.01% | −291−1.8% | 減碼 |
| Principal Financial Group Inc | 15,433 | $80.4 萬 | 0.00% | −10,214−39.8% | 減碼 |
| APG Asset Management N.V. | 16,554 | $78.1 萬 | 0.00% | −1,224−6.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $77.0 萬 | 0.09% | 00.0% | 不變 |
| JCIC Asset Management Inc. | 14,111 | $73.2 萬 | 0.33% | −8,600−37.9% | 減碼 |
| Advisory Resource Group | 13,792 | $71.5 萬 | 0.18% | +329+2.4% | 加碼 |
| Cumberland Partners Ltd | 14,053 | $71.3 萬 | 0.07% | −300−2.1% | 減碼 |
| Kestra Advisory Services, LLC | 13,700 | $71.0 萬 | 0.01% | +581+4.4% | 加碼 |
| Cerity Partners LLC | 13,170 | $68.3 萬 | 0.00% | +5,844+79.8% | 加碼 |
| Avantax Advisory Services, Inc. | 13,100 | $67.9 萬 | 0.01% | −667−4.8% | 減碼 |
| Barometer Capital Management Inc. | 9,810 | $67.4 萬 | 0.19% | −142,040−93.5% | 減碼 |
| Walleye Trading LLC | 12,635 | $65.5 萬 | 0.01% | +12,635 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,614 | $65.1 萬 | 0.01% | −2,547−16.8% | 減碼 |
| Quilter Plc | 12,641 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| Independent Advisor Alliance | 12,456 | $64.6 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 12,345 | $64.0 萬 | 0.00% | −352−2.8% | 減碼 |
| Blair William & Co | 12,202 | $63.3 萬 | 0.00% | +97+0.8% | 加碼 |
| King Luther Capital Management Corp | 12,012 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 11,941 | $61.9 萬 | 0.06% | −28−0.2% | 減碼 |