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 |
|---|---|---|---|---|---|
| Washington Trust Co | 11,469 | $56.2 萬 | 0.02% | −20.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 12,092 | $59.3 萬 | 0.00% | +1,342+12.5% | 加碼 |
| Verdence Capital Advisors LLC | 12,160 | $59.6 萬 | 0.05% | +219+1.8% | 加碼 |
| Independent Advisor Alliance | 12,554 | $61.5 萬 | 0.02% | +98+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 13,150 | $64.4 萬 | 0.00% | +1,325+11.2% | 加碼 |
| Bridgewater Associates, LP | 13,266 | $65.0 萬 | 0.00% | +13,266 | 新進 |
| Blair William & Co | 14,471 | $70.9 萬 | 0.00% | +1,903+15.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $71.6 萬 | 0.07% | −228−1.5% | 減碼 |
| Rathbone Brothers plc | 15,105 | $74.0 萬 | 0.00% | +10,625+237.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,501 | $76.4 萬 | 0.01% | −6,511−29.6% | 減碼 |
| Cerity Partners LLC | 15,781 | $77.3 萬 | 0.00% | −7,039−30.8% | 減碼 |
| LGT Group Foundation | 15,922 | $78.1 萬 | 0.01% | −260,964−94.2% | 減碼 |
| SEI Investments Co | 16,247 | $79.6 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 17,886 | $80.4 萬 | 0.00% | +1,179+7.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,447 | $80.6 萬 | 0.00% | −30,766−65.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,050 | $83.5 萬 | 0.00% | −412−2.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 17,358 | $85.0 萬 | 0.00% | −208−1.2% | 減碼 |
| FORA Capital, LLC | 17,513 | $85.8 萬 | 0.10% | +17,513 | 新進 |
| HBK Sorce Advisory LLC | 18,200 | $89.2 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 18,308 | $89.5 萬 | 0.00% | −1,017−5.3% | 減碼 |
| US Bancorp | 18,277 | $89.5 萬 | 0.00% | −2,331−11.3% | 減碼 |
| Credit Agricole S A | 18,281 | $89.6 萬 | 0.01% | +15,642+592.7% | 加碼 |
| Principal Financial Group Inc | 18,333 | $89.9 萬 | 0.00% | −1,000−5.2% | 減碼 |
| Cidel Asset Management Inc | 19,064 | $93.5 萬 | 0.07% | −4,682−19.7% | 減碼 |
| Advisory Resource Group | 19,287 | $94.5 萬 | 0.21% | +2,108+12.3% | 加碼 |
| UniSuper Management Pty Ltd | 14,300 | $95.9 萬 | 0.01% | +6,100+74.4% | 加碼 |
| Hilltop National Bank | 20,239 | $99.2 萬 | 0.32% | 00.0% | 不變 |
| Bessemer Group Inc | 20,478 | $100.4 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 20,800 | $101.9 萬 | 0.00% | +10,445+100.9% | 加碼 |
| Point72 Asset Management, L.P. | 21,000 | $102.9 萬 | 0.00% | +21,000 | 新進 |
| JustInvest LLC | 21,376 | $103.6 萬 | 0.02% | +2,853+15.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 21,409 | $104.9 萬 | 0.00% | −951−4.3% | 減碼 |
| Mason & Associates Inc | 22,000 | $107.8 萬 | 0.29% | 00.0% | 不變 |
| Capital World Investors | 22,226 | $109.0 萬 | 0.00% | +2,794+14.4% | 加碼 |
| Wetherby Asset Management Inc | 22,313 | $109.3 萬 | 0.05% | −2,738−10.9% | 減碼 |
| Envestnet Asset Management Inc | 22,688 | $111.2 萬 | 0.00% | −78,585−77.6% | 減碼 |
| Aigen Investment Management, LP | 22,815 | $111.9 萬 | 0.22% | +22,815 | 新進 |
| Frank, Rimerman Advisors LLC | 23,504 | $115.1 萬 | 0.08% | +23,504 | 新進 |
| Twin Tree Management, LP | 23,941 | $117.3 萬 | 0.03% | −250,178−91.3% | 減碼 |
| Signaturefd, LLC | 23,971 | $117.4 萬 | 0.02% | +1,032+4.5% | 加碼 |
| United Services Automobile Association | 24,095 | $118.1 萬 | 0.03% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 25,337 | $124.0 萬 | 0.44% | +1,831+7.8% | 加碼 |
| V-Square Quantitative Management LLC | 19,408 | $130.2 萬 | 0.21% | +1,100+6.0% | 加碼 |
| Investment Management Corp of Ontario | 27,997 | $137.2 萬 | 0.04% | −401−1.4% | 減碼 |
| K.J. Harrison & Partners Inc | 28,175 | $138.1 萬 | 0.23% | −14,929−34.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 28,902 | $141.7 萬 | 0.14% | −1,405−4.6% | 減碼 |
| Erste Asset Management GmbH | 30,500 | $149.3 萬 | 0.02% | 00.0% | 不變 |
| M&T Bank Corp | 30,923 | $151.5 萬 | 0.01% | −63−0.2% | 減碼 |
| M&G Plc | 31,041 | $152.0 萬 | 0.01% | +31,041 | 新進 |
| Northwestern Mutual Wealth Management Co | 33,507 | $164.2 萬 | 0.00% | +426+1.3% | 加碼 |
| Maryland State Retirement & Pension System | 33,996 | $166.7 萬 | 0.03% | −55,685−62.1% | 減碼 |
| PCJ Investment Counsel Ltd. | 34,180 | $167.6 萬 | 0.70% | −25,060−42.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34,563 | $169.4 萬 | 0.06% | +4,883+16.5% | 加碼 |
| Metis Global Partners, LLC | 34,669 | $170.0 萬 | 0.06% | +1,508+4.5% | 加碼 |
| Dorchester Wealth Management Co | 36,445 | $178.6 萬 | 0.35% | −3,745−9.3% | 減碼 |
| Natixis Advisors, L.P. | 38,160 | $186.9 萬 | 0.00% | +1,923+5.3% | 加碼 |
| State Street Corp | 39,148 | $191.8 萬 | 0.00% | +27,196+227.5% | 加碼 |
| Mariner, LLC | 39,300 | $192.5 萬 | 0.00% | −5,043−11.4% | 減碼 |
| LPL Financial LLC | 39,476 | $193.4 萬 | 0.00% | +5,852+17.4% | 加碼 |
| Ensign Peak Advisors, Inc | 40,100 | $204.0 萬 | 0.00% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 41,670 | $204.3 萬 | 0.86% | −881−2.1% | 減碼 |
| Alliancebernstein L.P. | 41,903 | $205.3 萬 | 0.00% | −4,680−10.0% | 減碼 |
| Triasima Portfolio Management inc. | 42,340 | $207.5 萬 | 0.19% | −566,420−93.0% | 減碼 |
| Vident Advisory, LLC | 43,511 | $213.3 萬 | 0.06% | +43,511 | 新進 |
| Stifel Financial Corp | 44,255 | $216.8 萬 | 0.00% | +3,001+7.3% | 加碼 |
| Kraematon Investment Advisors, Inc | 46,759 | $229.1 萬 | 2.33% | +121+0.3% | 加碼 |
| Vontobel Holding Ltd. | 47,181 | $231.4 萬 | 0.01% | +93+0.2% | 加碼 |
| Creative Planning | 47,968 | $235.0 萬 | 0.00% | +12,049+33.5% | 加碼 |
| Raymond James & Associates | 51,006 | $249.9 萬 | 0.00% | +16,433+47.5% | 加碼 |
| Harvest Portfolios Group Inc. | 53,970 | $264.6 萬 | 0.10% | +1,631+3.1% | 加碼 |
| Cetera Investment Advisers | 54,667 | $267.8 萬 | 0.01% | −9,573−14.9% | 減碼 |
| Ninepoint Partners LP | 58,717 | $287.7 萬 | 0.31% | 00.0% | 不變 |
| Intech Investment Management LLC | 59,429 | $291.3 萬 | 0.04% | +23,527+65.5% | 加碼 |
| Commonwealth Equity Services, LLC | 59,538 | $291.7 萬 | 0.00% | −1,130−1.9% | 減碼 |
| Assenagon Asset Management S.A. | 62,389 | $305.8 萬 | 0.01% | +2,261+3.8% | 加碼 |
| APG Asset Management N.V. | 68,954 | $315.4 萬 | 0.01% | +38,300+124.9% | 加碼 |
| Utah Retirement Systems | 65,383 | $320.5 萬 | 0.04% | −3,600−5.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 68,089 | $333.2 萬 | 0.61% | −2,360−3.3% | 減碼 |
| Numerai GP LLC | 68,524 | $335.7 萬 | 1.22% | +68,524 | 新進 |
| Ossiam | 71,566 | $350.8 萬 | 0.07% | +3,673+5.4% | 加碼 |
| Quantinno Capital Management LP | 74,651 | $365.7 萬 | 0.07% | +25,769+52.7% | 加碼 |
| Public Sector Pension Investment Board | 76,268 | $373.9 萬 | 0.02% | −2,619−3.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 77,071 | $377.6 萬 | 0.02% | −25,365−24.8% | 減碼 |
| Janus Henderson Group PLC | 78,998 | $387.0 萬 | 0.00% | +3,700+4.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 80,000 | $391.9 萬 | 0.09% | −64,100−44.5% | 減碼 |
| Meritage Portfolio Management | 85,997 | $421.3 萬 | 0.27% | +24,071+38.9% | 加碼 |
| Burney Co | 87,861 | $430.4 萬 | 0.16% | −1,391−1.6% | 減碼 |
| Jane Street Group, LLC | 88,497 | $433.5 萬 | 0.00% | −62,767−41.5% | 減碼 |
| Wells Fargo & Company | 91,590 | $448.9 萬 | 0.00% | −7,535−7.6% | 減碼 |
| Aviso Financial Inc. | 92,555 | $451.9 萬 | 0.25% | +92,555 | 新進 |
| Gluskin Sheff & Assoc Inc | 87,638 | $453.2 萬 | 0.52% | −16,946−16.2% | 減碼 |
| Motco | 97,007 | $475.2 萬 | 0.28% | −890−0.9% | 減碼 |
| Citigroup Inc | 98,168 | $481.2 萬 | 0.00% | −15,373−13.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 98,204 | $481.5 萬 | 0.05% | −13,600−12.2% | 減碼 |
| Van Eck Associates Corp | 100,704 | $493.8 萬 | 0.01% | +19,807+24.5% | 加碼 |
| JCIC Asset Management Inc. | 101,956 | $500.0 萬 | 2.06% | +88,465+655.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 108,810 | $533.6 萬 | 0.26% | +13,178+13.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 112,836 | $553.0 萬 | 1.78% | −2,016−1.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 122,557 | $600.5 萬 | 0.10% | +102,368+507.0% | 加碼 |
| Royal London Asset Management Ltd | 127,438 | $624.3 萬 | 0.02% | 00.0% | 不變 |