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 2 季 13F 持有人
Sun Life Financial Inc 在 2024/6/30 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
- 396
- 較 2024 年第 1 季 −19 家
- 持有股數
- 2.70 億
- 較 2024 年第 1 季 −316.6 萬 (−1.2%)
- 總市值
- $132.4 億
- 較 2024 年第 1 季 −$17.2 億 (−11.5%)
- 新進機構
- 30
- 另有 126 家加碼
- 清倉機構
- 49
- 另有 146 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 3,188 | $15.6 萬 | 0.01% | +962+43.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,574 | $17.6 萬 | 0.00% | −10−0.3% | 減碼 |
| Lindbrook Capital, LLC | 3,592 | $17.6 萬 | 0.02% | +8+0.2% | 加碼 |
| Barclays PLC | 3,663 | $17.9 萬 | 0.00% | −30,852−89.4% | 減碼 |
| Ronald Blue Trust, Inc. | 3,424 | $18.7 萬 | 0.00% | +1,259+58.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 3,909 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,001 | $19.6 萬 | 0.01% | +47+1.2% | 加碼 |
| Ballast, Inc. | 4,083 | $20.0 萬 | 0.06% | 00.0% | 不變 |
| Andra AP-fonden | 3,000 | $20.1 萬 | 0.00% | +3,000 | 新進 |
| HighPoint Advisor Group LLC | 4,076 | $20.3 萬 | 0.01% | +55+1.4% | 加碼 |
| Balyasny Asset Management LLC | 4,148 | $20.3 萬 | 0.00% | −5,223−55.7% | 減碼 |
| Jones Financial Companies LLLP | 4,149 | $20.3 萬 | 0.00% | +2,741+194.7% | 加碼 |
| Villere St Denis J & Co LLC | 4,177 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 4,305 | $21.1 萬 | 0.00% | −517−10.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,283 | $21.2 萬 | 0.01% | +25+0.6% | 加碼 |
| Pathway Financial Advisors LLC | 4,339 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Grayhawk Investment Strategies Inc. | 3,221 | $21.6 萬 | 0.98% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 4,459 | $21.8 萬 | 0.00% | −2,741−38.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,474 | $21.9 萬 | 0.07% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 4,517 | $22.1 萬 | 0.04% | −100−2.2% | 減碼 |
| Capital City Trust Co | 4,596 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,618 | $22.6 萬 | 0.00% | −20−0.4% | 減碼 |
| Intrust Bank NA | 4,620 | $22.6 萬 | 0.02% | +21+0.5% | 加碼 |
| Schechter Investment Advisors, LLC | 4,687 | $23.0 萬 | 0.02% | +166+3.7% | 加碼 |
| Ieq Capital, LLC | 4,699 | $23.0 萬 | 0.00% | +42+0.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,701 | $23.0 萬 | 0.00% | −1,833−28.1% | 減碼 |
| PDS Planning, Inc | 4,893 | $24.0 萬 | 0.02% | −352−6.7% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 4,992 | $24.5 萬 | 0.01% | −95−1.9% | 減碼 |
| CVA Family Office, LLC | 5,000 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $24.5 萬 | 0.10% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 5,095 | $25.0 萬 | 0.00% | −245−4.6% | 減碼 |
| Regions Financial Corp | 5,134 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $25.2 萬 | 0.04% | 00.0% | 不變 |
| Sciencast Management LP | 5,151 | $25.2 萬 | 0.09% | −5,756−52.8% | 減碼 |
| CAPROCK Group, Inc. | 5,339 | $26.2 萬 | 0.01% | +5,339 | 新進 |
| Evergreen Capital Management LLC | 5,373 | $26.3 萬 | 0.01% | +466+9.5% | 加碼 |
| Cozad Asset Management Inc | 5,412 | $26.5 萬 | 0.03% | −285−5.0% | 減碼 |
| PFG Investments, LLC | 5,430 | $26.6 萬 | 0.02% | +27+0.5% | 加碼 |
| Running Point Capital Advisors, LLC | 5,573 | $27.3 萬 | 0.11% | 00.0% | 不變 |
| Triumph Capital Management | 5,600 | $27.4 萬 | 0.11% | +5,600 | 新進 |
| Qtron Investments LLC | 5,650 | $27.7 萬 | 0.04% | +5,650 | 新進 |
| Diversify Advisory Services, LLC | 5,699 | $28.0 萬 | 0.02% | −45−0.8% | 減碼 |
| Argent Trust Co | 5,787 | $28.4 萬 | 0.01% | +1,610+38.5% | 加碼 |
| FreeGulliver LLC | 5,872 | $28.8 萬 | 0.20% | 00.0% | 不變 |
| Smithfield Trust Co | 5,894 | $28.8 萬 | 0.02% | +500+9.3% | 加碼 |
| Baird Financial Group, Inc. | 5,920 | $29.0 萬 | 0.00% | +259+4.6% | 加碼 |
| Cumberland Partners Ltd | 5,946 | $29.1 萬 | 0.02% | −8,100−57.7% | 減碼 |
| Natixis | 5,992 | $29.4 萬 | 0.00% | +5,992 | 新進 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $29.5 萬 | 0.16% | 00.0% | 不變 |
| Financial Counselors Inc | 6,049 | $29.6 萬 | 0.00% | −650−9.7% | 減碼 |
| West Family Investments, Inc. | 6,140 | $30.1 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 6,153 | $30.1 萬 | 0.00% | −13−0.2% | 減碼 |
| First Affirmative Financial Network | 6,156 | $30.2 萬 | 0.21% | +160+2.7% | 加碼 |
| CWM, LLC | 6,313 | $30.9 萬 | 0.00% | +1,681+36.3% | 加碼 |
| Davidson Trust Co | 6,383 | $31.3 萬 | 0.22% | −310−4.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,472 | $31.7 萬 | 0.00% | −3,643−36.0% | 減碼 |
| Janney Montgomery Scott LLC | 6,558 | $32.1 萬 | 0.00% | +20.0% | 加碼 |
| Truist Financial Corp | 6,582 | $32.2 萬 | 0.00% | −795−10.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,584 | $32.3 萬 | 0.00% | +58+0.9% | 加碼 |
| Wambolt & Associates, LLC | 6,630 | $32.3 萬 | 0.09% | −1,095−14.2% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,869 | $33.6 萬 | 0.05% | −22−0.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,932 | $34.0 萬 | 0.01% | +1,156+20.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| TFB Advisors LLC | 7,000 | $34.3 萬 | 0.11% | −506−6.7% | 減碼 |
| HSBC Holdings PLC | 7,004 | $34.4 萬 | 0.00% | −1,377,594−99.5% | 減碼 |
| Boston Financial Mangement LLC | 7,491 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 7,581 | $37.1 萬 | 0.07% | −950−11.1% | 減碼 |
| Syon Capital LLC | 7,623 | $37.3 萬 | 0.03% | +324+4.4% | 加碼 |
| Mercer Global Advisors Inc | 7,726 | $37.9 萬 | 0.00% | +682+9.7% | 加碼 |
| Claret Asset Management Corp | 7,762 | $38.1 萬 | 0.07% | −572−6.9% | 減碼 |
| Veriti Management LLC | 7,780 | $38.1 萬 | 0.02% | −833−9.7% | 減碼 |
| Savant Capital, LLC | 7,783 | $38.1 萬 | 0.00% | +1,545+24.8% | 加碼 |
| Am Investment Strategies LLC | 8,037 | $39.4 萬 | 0.10% | +18+0.2% | 加碼 |
| Cresset Asset Management, LLC | 8,224 | $40.3 萬 | 0.00% | −4,576−35.8% | 減碼 |
| Franklin Street Advisors Inc | 8,400 | $41.2 萬 | 0.03% | +8,400 | 新進 |
| Tyler-Stone Wealth Management | 8,727 | $42.8 萬 | 0.18% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 8,840 | $43.3 萬 | 0.01% | −497−5.3% | 減碼 |
| Brown Advisory Inc | 8,885 | $43.5 萬 | 0.00% | −60−0.7% | 減碼 |
| State of Wyoming | 9,110 | $44.7 萬 | 0.07% | −869−8.7% | 減碼 |
| King Luther Capital Management Corp | 9,270 | $45.4 萬 | 0.00% | −2,357−20.3% | 減碼 |
| Private Advisor Group, LLC | 9,282 | $45.5 萬 | 0.00% | −545−5.5% | 減碼 |
| Yousif Capital Management, LLC | 9,352 | $45.8 萬 | 0.01% | −330−3.4% | 減碼 |
| Glenmede Trust Co NA | 9,505 | $46.6 萬 | 0.00% | −50−0.5% | 減碼 |
| Woodstock Corp | 9,647 | $47.3 萬 | 0.05% | 00.0% | 不變 |
| CI Private Wealth, LLC | 10,364 | $50.8 萬 | 0.00% | +713+7.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,621 | $52.0 萬 | 0.02% | 00.0% | 不變 |
| Quilter Plc | 10,641 | $52.2 萬 | 0.01% | −1,000−8.6% | 減碼 |
| Fifth Third Bancorp | 10,723 | $52.5 萬 | 0.00% | −351−3.2% | 減碼 |
| Cigna Investments Inc | 10,805 | $53.0 萬 | 0.10% | −11−0.1% | 減碼 |
| Pathstone Holdings, LLC | 10,875 | $53.3 萬 | 0.00% | +336+3.2% | 加碼 |
| Hillsdale Investment Management Inc. | 11,084 | $54.4 萬 | 0.04% | −190,580−94.5% | 減碼 |
| MQS Management LLC | 11,100 | $54.4 萬 | 0.33% | +11,100 | 新進 |
| Montrusco Bolton Investments Inc. | 11,093 | $54.4 萬 | 0.01% | −616,201−98.2% | 減碼 |
| Brinker Capital Investments, LLC | 11,186 | $54.8 萬 | 0.01% | −445−3.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,186 | $54.8 萬 | 0.01% | −445−3.8% | 減碼 |
| Quantbot Technologies LP | 11,200 | $54.9 萬 | 0.03% | +11,200 | 新進 |
| Ontario Teachers Pension Plan Board | 11,286 | $55.3 萬 | 0.01% | −13,527−54.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,332 | $55.5 萬 | 0.01% | +1,030+10.0% | 加碼 |