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。
2024 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2024/3/31 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
- 419
- 較 2023 年第 4 季 +25 家
- 持有股數
- 2.74 億
- 較 2023 年第 4 季 +20.5 萬 (+0.1%)
- 總市值
- $150.4 億
- 較 2023 年第 4 季 +$7.64 億 (+5.3%)
- 新進機構
- 54
- 另有 146 家加碼
- 清倉機構
- 29
- 另有 121 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 2,844 | $15.5 萬 | 0.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,883 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,899 | $15.8 萬 | 0.13% | 00.0% | 不變 |
| Rhumbline Advisers | 2,931 | $16.0 萬 | 0.00% | +25+0.9% | 加碼 |
| City Holding Co | 3,200 | $17.5 萬 | 0.03% | −500−13.5% | 減碼 |
| Advisors Asset Management, Inc. | 3,267 | $17.8 萬 | 0.00% | −825−20.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,584 | $19.3 萬 | 0.00% | +3,584 | 新進 |
| Lindbrook Capital, LLC | 3,584 | $19.6 萬 | 0.02% | +23+0.6% | 加碼 |
| Well Done, LLC | 3,708 | $20.2 萬 | 0.04% | +3,708 | 新進 |
| HighPoint Advisor Group LLC | 4,021 | $20.4 萬 | 0.01% | +4,021 | 新進 |
| Ameritas Advisory Services, LLC | 3,898 | $20.5 萬 | 0.01% | +3,898 | 新進 |
| Heathbridge Capital Management Ltd. | 3,800 | $20.7 萬 | 0.08% | +3,800 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $21.0 萬 | 0.05% | +3,848 | 新進 |
| Gulf International Bank (UK) Ltd | 3,909 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,921 | $21.4 萬 | 0.01% | +3,532+908.0% | 加碼 |
| Canopy Partners, LLC | 3,941 | $21.5 萬 | 0.11% | +27+0.7% | 加碼 |
| Parallel Advisors, LLC | 3,954 | $21.6 萬 | 0.01% | +475+13.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,258 | $21.7 萬 | 0.02% | +131+3.2% | 加碼 |
| Clarius Group, LLC | 4,062 | $22.2 萬 | 0.02% | −450−10.0% | 減碼 |
| Duality Advisers, LP | 4,083 | $22.3 萬 | 0.02% | −51,538−92.7% | 減碼 |
| Ballast, Inc. | 4,083 | $22.3 萬 | 0.07% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 4,177 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 4,177 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Csenge Advisory Group | 4,247 | $23.2 萬 | 0.01% | +4,247 | 新進 |
| MML Investors Services, LLC | 4,313 | $23.5 萬 | 0.00% | −1,663−27.8% | 減碼 |
| Susquehanna International Group, LLP | 4,312 | $23.5 萬 | 0.00% | +4,312 | 新進 |
| Pathway Financial Advisors LLC | 4,339 | $23.7 萬 | 0.06% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 3,221 | $23.8 萬 | 0.21% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,638 | $24.1 萬 | 0.01% | +20+0.4% | 加碼 |
| Grey Street Capital, LLC | 4,459 | $24.3 萬 | 0.03% | +4,459 | 新進 |
| Rathbone Brothers plc | 4,480 | $24.5 萬 | 0.00% | −10,960−71.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,474 | $24.5 萬 | 0.08% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,521 | $24.7 萬 | 0.02% | +365+8.8% | 加碼 |
| Capital City Trust Co | 4,596 | $25.1 萬 | 0.07% | 00.0% | 不變 |
| Intrust Bank NA | 4,599 | $25.1 萬 | 0.03% | +149+3.3% | 加碼 |
| Northwest Bancshares, Inc. | 4,617 | $25.2 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 4,632 | $25.3 萬 | 0.00% | +77+1.7% | 加碼 |
| Ieq Capital, LLC | 4,657 | $25.4 萬 | 0.00% | +37+0.8% | 加碼 |
| Keybank National Association | 4,822 | $26.3 萬 | 0.00% | −400−7.7% | 減碼 |
| Evergreen Capital Management LLC | 4,907 | $26.8 萬 | 0.01% | −184−3.6% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $27.3 萬 | 0.05% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $27.3 萬 | 0.12% | −845−14.5% | 減碼 |
| Ritholtz Wealth Management | 5,087 | $27.8 萬 | 0.01% | +12+0.2% | 加碼 |
| Regions Financial Corp | 5,134 | $28.0 萬 | 0.00% | −7−0.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 5,245 | $28.6 萬 | 0.03% | +308+6.2% | 加碼 |
| Pacer Advisors, Inc. | 5,340 | $29.1 萬 | 0.00% | −196−3.5% | 減碼 |
| Graham Capital Management, L.P. | 5,366 | $29.3 萬 | 0.01% | +5,366 | 新進 |
| Smithfield Trust Co | 5,394 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| PFG Investments, LLC | 5,403 | $29.5 萬 | 0.02% | +5,403 | 新進 |
| Virtu Financial LLC | 5,476 | $29.9 萬 | 0.02% | +5,476 | 新進 |
| Running Point Capital Advisors, LLC | 5,573 | $30.4 萬 | 0.14% | +114+2.1% | 加碼 |
| Baird Financial Group, Inc. | 5,661 | $30.9 萬 | 0.00% | −10.0% | 減碼 |
| Diversify Advisory Services, LLC | 5,744 | $31.0 萬 | 0.02% | +5,744 | 新進 |
| Cozad Asset Management Inc | 5,697 | $31.1 萬 | 0.03% | −222−3.8% | 減碼 |
| Principal Securities, Inc. | 5,719 | $31.2 萬 | 0.01% | +5,662+9,933.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $31.5 萬 | 0.01% | +5,776 | 新進 |
| FreeGulliver LLC | 5,872 | $32.0 萬 | 0.28% | 00.0% | 不變 |
| First Affirmative Financial Network | 5,996 | $32.7 萬 | 0.24% | +726+13.8% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $32.9 萬 | 0.18% | +6,031 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 6,100 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,140 | $33.5 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,166 | $33.7 萬 | 0.01% | +13+0.2% | 加碼 |
| Savant Capital, LLC | 6,238 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Balentine LLC | 6,392 | $34.9 萬 | 0.01% | −1,210−15.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,526 | $35.6 萬 | 0.00% | −266−3.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,534 | $35.7 萬 | 0.00% | +36+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 6,556 | $35.8 萬 | 0.00% | −1,060−13.9% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Davidson Trust Co | 6,693 | $36.5 萬 | 0.21% | 00.0% | 不變 |
| Financial Counselors Inc | 6,699 | $36.6 萬 | 0.01% | +96+1.5% | 加碼 |
| MONECO Advisors, LLC | 6,891 | $37.6 萬 | 0.06% | +27+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $38.1 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,044 | $38.4 萬 | 0.00% | −3,618−33.9% | 減碼 |
| TFB Advisors LLC | 7,506 | $38.6 萬 | 0.14% | +7,506 | 新進 |
| St Germain D J Co Inc | 7,109 | $38.8 萬 | 0.02% | +1,362+23.7% | 加碼 |
| Axq Capital, LP | 7,120 | $38.9 萬 | 0.09% | +100+1.4% | 加碼 |
| Gotham Asset Management, LLC | 7,200 | $39.3 萬 | 0.01% | −278−3.7% | 減碼 |
| Syon Capital LLC | 7,299 | $39.8 萬 | 0.04% | +76+1.1% | 加碼 |
| Truist Financial Corp | 7,377 | $40.3 萬 | 0.00% | +461+6.7% | 加碼 |
| Boston Financial Mangement LLC | 7,491 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 7,725 | $41.7 萬 | 0.12% | −9,934−56.3% | 減碼 |
| Am Investment Strategies LLC | 8,019 | $43.8 萬 | 0.11% | +18+0.2% | 加碼 |
| Claret Asset Management Corp | 8,334 | $45.5 萬 | 0.08% | +272+3.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 8,385 | $45.8 萬 | 0.03% | +8,385 | 新進 |
| Rempart Asset Management Inc. | 8,531 | $46.6 萬 | 0.09% | −2,175−20.3% | 減碼 |
| Veriti Management LLC | 8,613 | $47.0 萬 | 0.03% | +880+11.4% | 加碼 |
| Tyler-Stone Wealth Management | 8,727 | $47.6 萬 | 0.21% | 00.0% | 不變 |
| Brown Advisory Inc | 8,945 | $48.8 萬 | 0.00% | +1,640+22.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,048 | $49.5 萬 | 0.01% | +5,325+143.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,337 | $51.0 萬 | 0.01% | −527−5.3% | 減碼 |
| Balyasny Asset Management LLC | 9,371 | $51.1 萬 | 0.00% | −74,750−88.9% | 減碼 |
| Glenmede Trust Co NA | 9,555 | $52.2 萬 | 0.00% | −54−0.6% | 減碼 |
| Woodstock Corp | 9,647 | $52.7 萬 | 0.05% | 00.0% | 不變 |
| CI Private Wealth, LLC | 9,651 | $52.7 萬 | 0.00% | +137+1.4% | 加碼 |
| Yousif Capital Management, LLC | 9,682 | $52.8 萬 | 0.01% | +150+1.6% | 加碼 |
| Barometer Capital Management Inc. | 7,604 | $53.4 萬 | 0.14% | −2,206−22.5% | 減碼 |
| Private Advisor Group, LLC | 9,827 | $53.6 萬 | 0.00% | +68+0.7% | 加碼 |
| State of Wyoming | 9,979 | $54.5 萬 | 0.09% | +4,979+99.6% | 加碼 |