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 |
|---|---|---|---|---|---|
| AustralianSuper Pty Ltd | 142,243 | $769.5 萬 | 0.05% | +142,243 | 新進 |
| Citadel Advisors LLC | 140,739 | $768.2 萬 | 0.01% | −155,424−52.5% | 減碼 |
| Wellington Management Group LLP | 130,704 | $713.9 萬 | 0.00% | +13,089+11.1% | 加碼 |
| Royal London Asset Management Ltd | 127,438 | $695.6 萬 | 0.02% | +119,663+1,539.1% | 加碼 |
| American Century Companies Inc | 123,570 | $674.3 萬 | 0.00% | +16,544+15.5% | 加碼 |
| Unigestion Holding SA | 119,413 | $651.9 萬 | 0.32% | +119,413 | 新進 |
| Lorne Steinberg Wealth Management Inc. | 114,852 | $626.8 萬 | 1.96% | +7,974+7.5% | 加碼 |
| Citigroup Inc | 113,541 | $619.8 萬 | 0.01% | −27,454−19.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 111,804 | $610.3 萬 | 0.07% | −12,179−9.8% | 減碼 |
| Price T Rowe Associates Inc | 105,050 | $573.4 萬 | 0.00% | +3,423+3.4% | 加碼 |
| Gluskin Sheff & Assoc Inc | 104,584 | $570.6 萬 | 0.57% | −23,046−18.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 102,436 | $559.1 萬 | 0.03% | −20,940−17.0% | 減碼 |
| Envestnet Asset Management Inc | 101,273 | $552.7 萬 | 0.00% | +75,255+289.2% | 加碼 |
| Wells Fargo & Company | 99,125 | $541.1 萬 | 0.00% | +2,553+2.6% | 加碼 |
| Motco | 97,897 | $534.3 萬 | 0.32% | −2,597−2.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 95,632 | $516.5 萬 | 0.33% | +46,864+96.1% | 加碼 |
| Credential Qtrade Securities Inc. | 93,683 | $511.3 萬 | 0.27% | −48−0.1% | 減碼 |
| Burney Co | 89,252 | $487.1 萬 | 0.19% | +238+0.3% | 加碼 |
| Quadrature Capital Ltd | 88,200 | $479.8 萬 | 0.08% | +88,200 | 新進 |
| Maryland State Retirement & Pension System | 89,681 | $448.7 萬 | 0.09% | +12,111+15.6% | 加碼 |
| Van Eck Associates Corp | 80,897 | $441.6 萬 | 0.01% | +11,952+17.3% | 加碼 |
| Public Sector Pension Investment Board | 78,887 | $430.9 萬 | 0.03% | −652,893−89.2% | 減碼 |
| Prudential Financial Inc | 77,339 | $422.4 萬 | 0.01% | +12,264+18.8% | 加碼 |
| Janus Henderson Group PLC | 75,298 | $411.6 萬 | 0.00% | −3,500−4.4% | 減碼 |
| Symphony Financial, Ltd. Co. | 70,449 | $384.5 萬 | 0.90% | −700−1.0% | 減碼 |
| Utah Retirement Systems | 68,983 | $376.8 萬 | 0.04% | 00.0% | 不變 |
| Ossiam | 67,893 | $370.8 萬 | 0.06% | +11,077+19.5% | 加碼 |
| Cetera Investment Advisers | 64,240 | $350.6 萬 | 0.01% | +33,401+108.3% | 加碼 |
| Meritage Portfolio Management | 61,926 | $338.0 萬 | 0.22% | +61,926 | 新進 |
| Commonwealth Equity Services, LLC | 60,668 | $331.1 萬 | 0.01% | −473−0.8% | 減碼 |
| Assenagon Asset Management S.A. | 60,128 | $328.4 萬 | 0.01% | +1,841+3.2% | 加碼 |
| PCJ Investment Counsel Ltd. | 59,240 | $323.4 萬 | 1.07% | +1,200+2.1% | 加碼 |
| Ninepoint Partners LP | 58,717 | $320.5 萬 | 0.41% | +58,717 | 新進 |
| Campbell & CO Investment Adviser LLC | 54,418 | $297.0 萬 | 0.26% | −51,707−48.7% | 減碼 |
| Harvest Portfolios Group Inc. | 52,339 | $285.6 萬 | 0.11% | −4,164−7.4% | 減碼 |
| Quantinno Capital Management LP | 48,882 | $266.8 萬 | 0.06% | +5,254+12.0% | 加碼 |
| Advisor Group Holdings, Inc. | 47,213 | $257.7 萬 | 0.01% | +20,735+78.3% | 加碼 |
| Vontobel Holding Ltd. | 47,088 | $257.0 萬 | 0.02% | −84−0.2% | 減碼 |
| Kraematon Investment Advisors, Inc | 46,638 | $254.5 萬 | 2.56% | −962−2.0% | 減碼 |
| Alliancebernstein L.P. | 46,583 | $254.3 萬 | 0.00% | +3,791+8.9% | 加碼 |
| Mariner, LLC | 44,343 | $242.0 萬 | 0.01% | +4,147+10.3% | 加碼 |
| K.J. Harrison & Partners Inc | 43,104 | $235.1 萬 | 0.36% | +43,104 | 新進 |
| Gold Investment Management Ltd. | 42,551 | $232.2 萬 | 0.94% | +44+0.1% | 加碼 |
| Stifel Financial Corp | 41,254 | $225.2 萬 | 0.00% | +2,830+7.4% | 加碼 |
| Ensign Peak Advisors, Inc | 40,100 | $224.8 萬 | 0.00% | 00.0% | 不變 |
| Dorchester Wealth Management Co | 40,190 | $219.2 萬 | 0.39% | +354+0.9% | 加碼 |
| Natixis Advisors, L.P. | 36,237 | $197.8 萬 | 0.00% | +2,240+6.6% | 加碼 |
| Intech Investment Management LLC | 35,902 | $196.1 萬 | 0.03% | +35,902 | 新進 |
| Creative Planning | 35,919 | $196.0 萬 | 0.00% | +2,843+8.6% | 加碼 |
| Raymond James & Associates | 34,573 | $188.7 萬 | 0.00% | +1,282+3.9% | 加碼 |
| Barclays PLC | 34,515 | $188.4 萬 | 0.00% | +9,926+40.4% | 加碼 |
| LPL Financial LLC | 33,624 | $183.5 萬 | 0.00% | +4,278+14.6% | 加碼 |
| Metis Global Partners, LLC | 33,161 | $180.9 萬 | 0.07% | −1,686−4.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 33,081 | $180.6 萬 | 0.00% | −1,796−5.1% | 減碼 |
| M&T Bank Corp | 30,986 | $169.1 萬 | 0.01% | −799−2.5% | 減碼 |
| Erste Asset Management GmbH | 30,500 | $166.3 萬 | 0.02% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 30,307 | $163.7 萬 | 0.12% | +14,578+92.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,680 | $162.1 萬 | 0.06% | −14,437−32.7% | 減碼 |
| Millennium Management LLC | 29,431 | $160.6 萬 | 0.00% | −192,567−86.7% | 減碼 |
| APG Asset Management N.V. | 30,654 | $155.0 萬 | 0.00% | +14,100+85.2% | 加碼 |
| Investment Management Corp of Ontario | 28,398 | $155.0 萬 | 0.05% | −22,519−44.2% | 減碼 |
| Swiss Life Asset Management Ltd | 28,053 | $153.1 萬 | 0.02% | +8,339+42.3% | 加碼 |
| Wetherby Asset Management Inc | 25,051 | $136.7 萬 | 0.07% | −853−3.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 24,907 | $135.9 萬 | 0.15% | +12,965+108.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 24,813 | $135.5 萬 | 0.01% | −8,642−25.8% | 減碼 |
| V-Square Quantitative Management LLC | 18,308 | $135.3 萬 | 0.23% | 00.0% | 不變 |
| United Services Automobile Association | 24,095 | $131.5 萬 | 0.03% | 00.0% | 不變 |
| Cidel Asset Management Inc | 23,746 | $129.7 萬 | 0.10% | −270,597−91.9% | 減碼 |
| Pathway Financial Advisers, LLC | 23,506 | $128.3 萬 | 0.46% | +607+2.7% | 加碼 |
| Signaturefd, LLC | 22,939 | $125.2 萬 | 0.03% | +574+2.6% | 加碼 |
| Cerity Partners LLC | 22,820 | $124.6 萬 | 0.00% | +9,650+73.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 22,360 | $122.0 萬 | 0.00% | −1,033−4.4% | 減碼 |
| Mason & Associates Inc | 22,000 | $120.1 萬 | 0.32% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,012 | $119.9 萬 | 0.01% | +9,398+74.5% | 加碼 |
| Engineers Gate Manager LP | 20,987 | $114.6 萬 | 0.03% | +16,943+419.0% | 加碼 |
| Pinebridge Investments, L.P. | 15,309 | $113.1 萬 | 0.01% | +15,309 | 新進 |
| US Bancorp | 20,608 | $112.5 萬 | 0.00% | −70−0.3% | 減碼 |
| Bessemer Group Inc | 20,478 | $111.8 萬 | 0.00% | +18,313+845.9% | 加碼 |
| Hilltop National Bank | 20,239 | $110.5 萬 | 0.38% | +20,239 | 新進 |
| Cubist Systematic Strategies, LLC | 20,189 | $110.2 萬 | 0.01% | −103,236−83.6% | 減碼 |
| Capital World Investors | 19,432 | $106.0 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 19,333 | $105.6 萬 | 0.00% | +3,900+25.3% | 加碼 |
| HighTower Advisors, LLC | 19,325 | $105.5 萬 | 0.00% | −694−3.5% | 減碼 |
| JustInvest LLC | 18,523 | $101.1 萬 | 0.02% | +2,656+16.7% | 加碼 |
| HBK Sorce Advisory LLC | 18,200 | $99.3 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 17,566 | $95.9 萬 | 0.00% | −115−0.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,462 | $95.3 萬 | 0.00% | −148−0.8% | 減碼 |
| Advisory Resource Group | 17,179 | $93.8 萬 | 0.22% | +3,387+24.6% | 加碼 |
| Kestra Advisory Services, LLC | 16,707 | $91.2 萬 | 0.01% | +3,007+21.9% | 加碼 |
| SEI Investments Co | 16,247 | $88.7 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 17,772 | $87.1 萬 | 0.04% | −15,300−46.3% | 減碼 |
| Voloridge Investment Management, LLC | 15,055 | $82.2 萬 | 0.00% | +15,055 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $81.0 萬 | 0.09% | 00.0% | 不變 |
| Cumberland Partners Ltd | 14,046 | $76.7 萬 | 0.06% | −70.0% | 減碼 |
| Squarepoint Ops LLC | 13,609 | $74.3 萬 | 0.00% | +13,609 | 新進 |
| JCIC Asset Management Inc. | 13,491 | $73.6 萬 | 0.30% | −620−4.4% | 減碼 |
| Cresset Asset Management, LLC | 12,800 | $69.9 萬 | 0.00% | +2,709+26.8% | 加碼 |
| Blair William & Co | 12,568 | $68.6 萬 | 0.00% | +366+3.0% | 加碼 |
| Independent Advisor Alliance | 12,456 | $68.0 萬 | 0.02% | 00.0% | 不變 |
| State Street Corp | 11,952 | $65.2 萬 | 0.00% | +249+2.1% | 加碼 |