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 |
|---|---|---|---|---|---|
| Montrusco Bolton Investments Inc. | 11,655 | $67.7 萬 | 0.01% | +562+5.1% | 加碼 |
| Washington Trust Co | 11,469 | $66.5 萬 | 0.02% | 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 |
| Ontario Teachers Pension Plan Board | 11,286 | $65.5 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,019 | $63.9 萬 | 0.00% | +144+1.3% | 加碼 |
| LGT Group Foundation | 11,033 | $63.7 萬 | 0.01% | −4,889−30.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 10,775 | $62.5 萬 | 0.01% | −557−4.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,725 | $62.3 萬 | 0.00% | +4,253+65.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,621 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| Cigna Investments Inc | 10,603 | $61.5 萬 | 0.11% | −202−1.9% | 減碼 |
| Brown Advisory Inc | 10,357 | $60.1 萬 | 0.00% | +1,472+16.6% | 加碼 |
| CI Private Wealth, LLC | 10,343 | $60.0 萬 | 0.00% | −21−0.2% | 減碼 |
| Quilter Plc | 10,291 | $59.7 萬 | 0.01% | −350−3.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,233 | $59.4 萬 | 0.00% | +10,233 | 新進 |
| Veriti Management LLC | 10,060 | $58.4 萬 | 0.03% | +2,280+29.3% | 加碼 |
| Woodstock Corp | 9,647 | $56.0 萬 | 0.05% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 9,084 | $52.7 萬 | 0.01% | −268−2.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 8,891 | $51.6 萬 | 0.04% | +1,909+27.3% | 加碼 |
| Claret Asset Management Corp | 8,797 | $51.0 萬 | 0.08% | +1,035+13.3% | 加碼 |
| Private Advisor Group, LLC | 8,462 | $49.1 萬 | 0.00% | −820−8.8% | 減碼 |
| Franklin Street Advisors Inc | 8,400 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 8,324 | $48.3 萬 | 0.01% | −516−5.8% | 減碼 |
| DRW Securities, LLC | 6,100 | $47.9 萬 | 0.03% | +6,100 | 新進 |
| Am Investment Strategies LLC | 8,057 | $46.7 萬 | 0.11% | +20+0.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,075 | $46.6 萬 | 0.00% | −7,426−47.9% | 減碼 |
| Cresset Asset Management, LLC | 7,941 | $46.1 萬 | 0.00% | −283−3.4% | 減碼 |
| Savant Capital, LLC | 7,890 | $45.8 萬 | 0.00% | +107+1.4% | 加碼 |
| Financial Counselors Inc | 7,823 | $45.4 萬 | 0.01% | +1,774+29.3% | 加碼 |
| Lester Murray Antman dba SimplyRich | 7,659 | $44.4 萬 | 0.12% | +3,185+71.2% | 加碼 |
| Boston Financial Mangement LLC | 7,491 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,461 | $43.3 萬 | 0.00% | −265−3.4% | 減碼 |
| Truist Financial Corp | 7,209 | $41.8 萬 | 0.00% | +627+9.5% | 加碼 |
| West Family Investments, Inc. | 7,179 | $41.7 萬 | 0.14% | +1,039+16.9% | 加碼 |
| Rempart Asset Management Inc. | 7,242 | $41.4 萬 | 0.08% | −339−4.5% | 減碼 |
| TFB Advisors LLC | 7,000 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| Syon Capital LLC | 6,961 | $40.4 萬 | 0.04% | −662−8.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,936 | $40.2 萬 | 0.01% | +6,936 | 新進 |
| Evergreen Capital Management LLC | 6,924 | $40.2 萬 | 0.01% | +1,551+28.9% | 加碼 |
| King Luther Capital Management Corp | 6,884 | $39.9 萬 | 0.00% | −2,386−25.7% | 減碼 |
| MONECO Advisors, LLC | 6,871 | $39.9 萬 | 0.05% | +20.0% | 加碼 |
| Janney Montgomery Scott LLC | 6,729 | $39.0 萬 | 0.00% | +171+2.6% | 加碼 |
| Parsons Capital Management Inc | 6,667 | $38.7 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 6,476 | $37.6 萬 | 0.00% | −108−1.6% | 減碼 |
| Ronald Blue Trust, Inc. | 7,661 | $37.5 萬 | 0.00% | +4,237+123.7% | 加碼 |
| Davidson Trust Co | 6,383 | $37.0 萬 | 0.19% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 6,339 | $36.1 萬 | 0.05% | −21,836−77.5% | 減碼 |
| PFG Investments, LLC | 6,044 | $35.1 萬 | 0.02% | +614+11.3% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $35.0 萬 | 0.16% | 00.0% | 不變 |
| Cumberland Partners Ltd | 5,946 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Barclays PLC | 5,907 | $34.3 萬 | 0.00% | +2,244+61.3% | 加碼 |
| First Affirmative Financial Network | 5,906 | $34.3 萬 | 0.19% | −250−4.1% | 減碼 |
| Smithfield Trust Co | 5,894 | $34.2 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,865 | $34.0 萬 | 0.01% | +5,730+4,244.4% | 加碼 |
| Argent Trust Co | 5,787 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $33.5 萬 | 0.01% | −1,156−16.7% | 減碼 |
| Baird Financial Group, Inc. | 5,662 | $32.9 萬 | 0.00% | −258−4.4% | 減碼 |
| Running Point Capital Advisors, LLC | 5,573 | $32.3 萬 | 0.12% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 5,685 | $32.2 萬 | 0.02% | −14−0.2% | 減碼 |
| Gotham Asset Management, LLC | 5,533 | $32.1 萬 | 0.00% | +1,074+24.1% | 加碼 |
| Pinnacle Associates Ltd | 6,153 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 5,448 | $31.6 萬 | 0.03% | +555+11.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Regions Financial Corp | 5,134 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,103 | $29.5 萬 | 0.00% | +954+23.0% | 加碼 |
| CAPROCK Group, Inc. | 5,061 | $29.4 萬 | 0.01% | −278−5.2% | 減碼 |
| CVA Family Office, LLC | 5,000 | $29.0 萬 | 0.05% | 00.0% | 不變 |
| CWM, LLC | 5,001 | $29.0 萬 | 0.00% | −1,312−20.8% | 減碼 |
| Stonebridge Capital Management Inc | 5,000 | $29.0 萬 | 0.12% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,985 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 4,951 | $28.7 萬 | 0.00% | −144−2.8% | 減碼 |
| International Assets Investment Management, LLC | 16,594 | $28.6 萬 | 0.00% | +16,594 | 新進 |
| Toroso Investments, LLC | 4,925 | $28.6 萬 | 0.00% | +4,925 | 新進 |
| Hillsdale Investment Management Inc. | 4,929 | $28.6 萬 | 0.02% | −6,155−55.5% | 減碼 |
| Ritholtz Wealth Management | 4,854 | $28.2 萬 | 0.01% | −138−2.8% | 減碼 |
| Cozad Asset Management Inc | 4,815 | $27.9 萬 | 0.03% | −597−11.0% | 減碼 |
| Glenmede Trust Co NA | 4,813 | $27.9 萬 | 0.00% | −4,692−49.4% | 減碼 |
| Ieq Capital, LLC | 4,736 | $27.5 萬 | 0.00% | +37+0.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,655 | $27.0 萬 | 0.00% | −46−1.0% | 減碼 |
| Schechter Investment Advisors, LLC | 4,620 | $26.8 萬 | 0.02% | −67−1.4% | 減碼 |
| NewEdge Wealth, LLC | 4,618 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,599 | $26.7 萬 | 0.00% | +1,025+28.7% | 加碼 |
| Capital City Trust Co | 4,596 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,576 | $26.6 萬 | 0.00% | +4,576 | 新進 |
| Northwest Bancshares, Inc. | 4,517 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,262 | $24.7 萬 | 0.03% | +4,262 | 新進 |
| Heathbridge Capital Management Ltd. | 4,200 | $24.4 萬 | 0.09% | +4,200 | 新進 |
| Villere St Denis J & Co LLC | 4,177 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,130 | $24.0 萬 | 0.02% | −490−10.6% | 減碼 |
| MML Investors Services, LLC | 4,089 | $23.7 萬 | 0.00% | +4,089 | 新進 |
| Ballast, Inc. | 4,083 | $23.7 萬 | 0.07% | 00.0% | 不變 |
| Andra AP-fonden | 3,000 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Park National Corp | 3,970 | $23.0 萬 | 0.01% | +3,970 | 新進 |
| Canopy Partners, LLC | 3,941 | $22.9 萬 | 0.10% | +3,941 | 新進 |
| Campbell & CO Investment Adviser LLC | 3,939 | $22.9 萬 | 0.02% | +3,939 | 新進 |
| HighPoint Advisor Group LLC | 4,096 | $22.8 萬 | 0.01% | +20+0.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $22.3 萬 | 0.05% | +3,848 | 新進 |
| Benjamin Edwards Inc | 3,769 | $21.9 萬 | 0.00% | +3,769 | 新進 |
| Lee Financial Co | 3,766 | $21.8 萬 | 0.03% | +3,766 | 新進 |