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 3 季 13F 持有人
Sun Life Financial Inc 在 2024/9/30 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
- 422
- 較 2024 年第 2 季 +30 家
- 持有股數
- 2.72 億
- 較 2024 年第 2 季 +347.1 萬 (+1.3%)
- 總市值
- $158.0 億
- 較 2024 年第 2 季 +$26.2 億 (+19.8%)
- 新進機構
- 59
- 另有 124 家加碼
- 清倉機構
- 29
- 另有 141 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 8,400 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Private Advisor Group, LLC | 8,462 | $49.1 萬 | 0.00% | −820−8.8% | 減碼 |
| Claret Asset Management Corp | 8,797 | $51.0 萬 | 0.08% | +1,035+13.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 8,891 | $51.6 萬 | 0.04% | +1,909+27.3% | 加碼 |
| Yousif Capital Management, LLC | 9,084 | $52.7 萬 | 0.01% | −268−2.9% | 減碼 |
| Woodstock Corp | 9,647 | $56.0 萬 | 0.05% | 00.0% | 不變 |
| Veriti Management LLC | 10,060 | $58.4 萬 | 0.03% | +2,280+29.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 10,233 | $59.4 萬 | 0.00% | +10,233 | 新進 |
| Quilter Plc | 10,291 | $59.7 萬 | 0.01% | −350−3.3% | 減碼 |
| CI Private Wealth, LLC | 10,343 | $60.0 萬 | 0.00% | −21−0.2% | 減碼 |
| Brown Advisory Inc | 10,357 | $60.1 萬 | 0.00% | +1,472+16.6% | 加碼 |
| Cigna Investments Inc | 10,603 | $61.5 萬 | 0.11% | −202−1.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,621 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,725 | $62.3 萬 | 0.00% | +4,253+65.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,775 | $62.5 萬 | 0.01% | −557−4.9% | 減碼 |
| LGT Group Foundation | 11,033 | $63.7 萬 | 0.01% | −4,889−30.7% | 減碼 |
| Pathstone Holdings, LLC | 11,019 | $63.9 萬 | 0.00% | +144+1.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 11,286 | $65.5 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 11,340 | $65.8 萬 | 0.01% | +154+1.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,340 | $65.8 萬 | 0.01% | +154+1.4% | 加碼 |
| Washington Trust Co | 11,469 | $66.5 萬 | 0.02% | 00.0% | 不變 |
| Montrusco Bolton Investments Inc. | 11,655 | $67.7 萬 | 0.01% | +562+5.1% | 加碼 |
| Verdence Capital Advisors LLC | 11,961 | $69.4 萬 | 0.06% | −199−1.6% | 減碼 |
| Avantax Advisory Services, Inc. | 12,045 | $69.9 萬 | 0.00% | −1,105−8.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 12,628 | $73.3 萬 | 0.00% | +536+4.4% | 加碼 |
| Rathbone Brothers plc | 13,443 | $78.1 萬 | 0.00% | −1,662−11.0% | 減碼 |
| Entropy Technologies, LP | 13,579 | $78.8 萬 | 0.08% | +13,579 | 新進 |
| Fifth Third Bancorp | 14,337 | $83.2 萬 | 0.00% | +3,614+33.7% | 加碼 |
| Independent Advisor Alliance | 14,382 | $83.4 萬 | 0.03% | +1,828+14.6% | 加碼 |
| Blair William & Co | 14,474 | $84.0 萬 | 0.00% | +30.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $84.8 萬 | 0.08% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 14,350 | $87.8 萬 | 0.01% | +14,350 | 新進 |
| Advisor Group Holdings, Inc. | 15,268 | $88.6 萬 | 0.00% | −1,179−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 15,345 | $89.0 萬 | 0.00% | −2,013−11.6% | 減碼 |
| US Bancorp | 15,500 | $89.9 萬 | 0.00% | −2,777−15.2% | 減碼 |
| SEI Investments Co | 16,270 | $94.4 萬 | 0.00% | +23+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 16,393 | $95.1 萬 | 0.01% | −1,493−8.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,934 | $98.3 萬 | 0.00% | −116−0.7% | 減碼 |
| Credit Agricole S A | 17,419 | $101.1 萬 | 0.01% | −862−4.7% | 減碼 |
| Tyler-Stone Wealth Management | 17,454 | $101.3 萬 | 0.19% | +8,727+100.0% | 加碼 |
| Principal Financial Group Inc | 17,633 | $102.4 萬 | 0.00% | −700−3.8% | 減碼 |
| Shell Asset Management Co | 17,772 | $103.2 萬 | 0.05% | +17,772 | 新進 |
| Natixis | 17,957 | $104.2 萬 | 0.01% | +11,965+199.7% | 加碼 |
| Fox Run Management, L.L.C. | 18,112 | $105.1 萬 | 0.23% | +18,112 | 新進 |
| HBK Sorce Advisory LLC | 18,210 | $105.7 萬 | 0.03% | +10+0.1% | 加碼 |
| HighTower Advisors, LLC | 18,320 | $106.4 萬 | 0.00% | +12+0.1% | 加碼 |
| FJ Capital Management LLC | 18,607 | $108.0 萬 | 0.11% | +18,607 | 新進 |
| Bridgewater Associates, LP | 19,347 | $112.3 萬 | 0.01% | +6,081+45.8% | 加碼 |
| Advisory Resource Group | 19,364 | $112.3 萬 | 0.24% | +77+0.4% | 加碼 |
| United Services Automobile Association | 19,798 | $114.8 萬 | 0.03% | −4,297−17.8% | 減碼 |
| Hilltop National Bank | 20,239 | $117.4 萬 | 0.36% | 00.0% | 不變 |
| Captrust Financial Advisors | 20,284 | $117.7 萬 | 0.00% | −516−2.5% | 減碼 |
| Bessemer Group Inc | 20,478 | $118.9 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 21,133 | $122.6 萬 | 0.00% | −1,555−6.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 21,157 | $122.8 萬 | 0.00% | −252−1.2% | 減碼 |
| Verition Fund Management LLC | 21,624 | $125.5 萬 | 0.01% | +21,624 | 新進 |
| Wetherby Asset Management Inc | 21,969 | $127.5 萬 | 0.06% | −344−1.5% | 減碼 |
| Mason & Associates Inc | 22,000 | $127.6 萬 | 0.32% | 00.0% | 不變 |
| Capital World Investors | 22,226 | $128.9 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 22,625 | $131.3 萬 | 0.02% | +1,249+5.8% | 加碼 |
| UniSuper Management Pty Ltd | 17,446 | $136.9 萬 | 0.01% | +3,146+22.0% | 加碼 |
| Prudential PLC | 25,110 | $145.6 萬 | 0.01% | +25,110 | 新進 |
| Signaturefd, LLC | 25,319 | $146.9 萬 | 0.03% | +1,348+5.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 25,440 | $147.6 萬 | 0.00% | −8,067−24.1% | 減碼 |
| Investment Management Corp of Ontario | 25,697 | $149.1 萬 | 0.03% | −2,300−8.2% | 減碼 |
| Pathway Financial Advisers, LLC | 25,952 | $150.6 萬 | 0.68% | +615+2.4% | 加碼 |
| V-Square Quantitative Management LLC | 19,408 | $152.3 萬 | 0.22% | 00.0% | 不變 |
| Cidel Asset Management Inc | 26,800 | $155.6 萬 | 0.11% | +7,736+40.6% | 加碼 |
| Wells Fargo & Company | 27,988 | $162.4 萬 | 0.00% | −63,602−69.4% | 減碼 |
| Erste Asset Management GmbH | 28,200 | $163.2 萬 | 0.02% | −2,300−7.5% | 減碼 |
| M&G Plc | 28,740 | $165.7 萬 | 0.01% | −2,301−7.4% | 減碼 |
| Seven Eight Capital, LP | 28,777 | $167.0 萬 | 0.15% | +28,777 | 新進 |
| M&T Bank Corp | 29,773 | $172.7 萬 | 0.01% | −1,150−3.7% | 減碼 |
| Cerity Partners LLC | 29,815 | $173.0 萬 | 0.00% | +14,034+88.9% | 加碼 |
| PCJ Investment Counsel Ltd. | 32,720 | $189.8 萬 | 0.60% | −1,460−4.3% | 減碼 |
| Metis Global Partners, LLC | 33,756 | $195.8 萬 | 0.06% | −913−2.6% | 減碼 |
| Maryland State Retirement & Pension System | 34,471 | $199.9 萬 | 0.04% | +475+1.4% | 加碼 |
| Dorchester Wealth Management Co | 35,323 | $204.9 萬 | 0.37% | −1,122−3.1% | 減碼 |
| Swiss Life Asset Management Ltd | 37,742 | $219.1 萬 | 0.02% | +37,742 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $221.5 萬 | 0.07% | +3,581+10.4% | 加碼 |
| Mariner, LLC | 38,450 | $223.0 萬 | 0.00% | −850−2.2% | 減碼 |
| Intech Investment Management LLC | 38,579 | $224.0 萬 | 0.03% | −20,850−35.1% | 減碼 |
| Gold Investment Management Ltd. | 38,755 | $224.6 萬 | 0.94% | −2,915−7.0% | 減碼 |
| Vident Advisory, LLC | 39,123 | $227.1 萬 | 0.06% | −4,388−10.1% | 減碼 |
| State Street Corp | 39,478 | $229.1 萬 | 0.00% | +330+0.8% | 加碼 |
| Ensign Peak Advisors, Inc | 40,100 | $238.6 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 41,344 | $239.9 萬 | 0.00% | −559−1.3% | 減碼 |
| Clearbridge Investments, LLC | 41,936 | $243.3 萬 | 0.00% | −231,081−84.6% | 減碼 |
| LPL Financial LLC | 42,506 | $246.6 萬 | 0.00% | +3,030+7.7% | 加碼 |
| Natixis Advisors, L.P. | 43,246 | $250.9 萬 | 0.00% | +5,086+13.3% | 加碼 |
| Kraematon Investment Advisors, Inc | 44,262 | $256.8 萬 | 2.52% | −2,497−5.3% | 減碼 |
| Stifel Financial Corp | 44,977 | $261.0 萬 | 0.00% | +722+1.6% | 加碼 |
| Vontobel Holding Ltd. | 45,743 | $265.3 萬 | 0.01% | −1,438−3.0% | 減碼 |
| Triasima Portfolio Management inc. | 47,650 | $276.4 萬 | 0.62% | +5,310+12.5% | 加碼 |
| Creative Planning | 48,558 | $281.7 萬 | 0.00% | +590+1.2% | 加碼 |
| Raymond James & Associates | 49,535 | $287.4 萬 | 0.00% | −1,471−2.9% | 減碼 |
| Harvest Portfolios Group Inc. | 50,298 | $291.8 萬 | 0.10% | −3,672−6.8% | 減碼 |
| Jane Street Group, LLC | 51,540 | $299.0 萬 | 0.00% | −36,957−41.8% | 減碼 |
| Ninepoint Partners LP | 55,747 | $323.4 萬 | 0.42% | −2,970−5.1% | 減碼 |
| Cetera Investment Advisers | 55,922 | $324.5 萬 | 0.01% | +1,255+2.3% | 加碼 |