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 4 季 13F 持有人
Sun Life Financial Inc 在 2024/12/31 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
- 441
- 較 2024 年第 3 季 +23 家
- 持有股數
- 2.63 億
- 較 2024 年第 3 季 −866.3 萬 (−3.2%)
- 總市值
- $156.6 億
- 較 2024 年第 3 季 −$1.34 億 (−0.8%)
- 新進機構
- 55
- 另有 162 家加碼
- 清倉機構
- 32
- 另有 114 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lester Murray Antman dba SimplyRich | 7,714 | $45.7 萬 | 0.13% | +55+0.7% | 加碼 |
| Yousif Capital Management, LLC | 7,789 | $46.2 萬 | 0.01% | −1,295−14.3% | 減碼 |
| Engineers Gate Manager LP | 7,812 | $46.4 萬 | 0.01% | +7,812 | 新進 |
| Truist Financial Corp | 7,838 | $46.5 萬 | 0.00% | +629+8.7% | 加碼 |
| Gotham Asset Management, LLC | 7,928 | $47.0 萬 | 0.00% | +2,395+43.3% | 加碼 |
| Am Investment Strategies LLC | 8,075 | $47.9 萬 | 0.12% | +18+0.2% | 加碼 |
| Financial Counselors Inc | 8,148 | $48.4 萬 | 0.01% | +325+4.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,279 | $49.1 萬 | 0.01% | −45−0.5% | 減碼 |
| Barclays PLC | 8,286 | $49.2 萬 | 0.00% | +2,379+40.3% | 加碼 |
| Franklin Street Advisors Inc | 8,400 | $49.8 萬 | 0.03% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,575 | $50.9 萬 | 0.00% | +2,099+32.4% | 加碼 |
| Claret Asset Management Corp | 8,631 | $51.2 萬 | 0.08% | −166−1.9% | 減碼 |
| Private Advisor Group, LLC | 8,643 | $51.3 萬 | 0.00% | +181+2.1% | 加碼 |
| Vise Technologies, Inc. | 8,778 | $52.1 萬 | 0.04% | +4,516+106.0% | 加碼 |
| Citadel Advisors LLC | 8,789 | $52.2 萬 | 0.00% | −131,359−93.7% | 減碼 |
| Bleakley Financial Group, LLC | 8,860 | $52.6 萬 | 0.02% | +8,860 | 新進 |
| Sound View Wealth Advisors Group, LLC | 8,891 | $52.8 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,152 | $54.3 萬 | 0.00% | +1,691+22.7% | 加碼 |
| Aigen Investment Management, LP | 9,200 | $54.6 萬 | 0.10% | +9,200 | 新進 |
| State of Wyoming | 9,247 | $54.9 萬 | 0.07% | +9,247 | 新進 |
| Quilter Plc | 9,291 | $55.1 萬 | 0.01% | −1,000−9.7% | 減碼 |
| Balyasny Asset Management LLC | 9,601 | $57.0 萬 | 0.00% | +9,601 | 新進 |
| Woodstock Corp | 9,647 | $57.2 萬 | 0.06% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 9,813 | $58.2 萬 | 0.04% | +5,874+149.1% | 加碼 |
| Brown Advisory Inc | 10,368 | $61.5 萬 | 0.00% | +11+0.1% | 加碼 |
| Fifth Third Bancorp | 10,397 | $61.7 萬 | 0.00% | −3,940−27.5% | 減碼 |
| Capstone Investment Advisors, LLC | 10,500 | $62.3 萬 | 0.01% | +10,500 | 新進 |
| Montrusco Bolton Investments Inc. | 10,573 | $62.7 萬 | 0.01% | −1,082−9.3% | 減碼 |
| Cigna Investments Inc | 10,603 | $63.0 萬 | 0.11% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 10,621 | $63.0 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,005 | $65.3 萬 | 0.00% | −14−0.1% | 減碼 |
| LGT Group Foundation | 11,033 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 11,209 | $66.5 萬 | 0.01% | +434+4.0% | 加碼 |
| Washington Trust Co | 11,469 | $68.1 萬 | 0.02% | 00.0% | 不變 |
| Cumberland Partners Ltd | 11,546 | $68.4 萬 | 0.05% | +5,600+94.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 11,619 | $69.0 萬 | 0.00% | −1,009−8.0% | 減碼 |
| Brinker Capital Investments, LLC | 11,763 | $69.8 萬 | 0.01% | +423+3.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,763 | $69.8 萬 | 0.01% | +423+3.7% | 加碼 |
| Verdence Capital Advisors LLC | 11,961 | $71.0 萬 | 0.06% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 12,062 | $71.6 萬 | 0.00% | +17+0.1% | 加碼 |
| Ossiam | 12,539 | $74.4 萬 | 0.01% | −79,721−86.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,979 | $75.9 萬 | 0.00% | +8,380+182.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,182 | $78.2 萬 | 0.00% | −2,163−14.1% | 減碼 |
| Rathbone Brothers plc | 13,390 | $79.5 萬 | 0.00% | −53−0.4% | 減碼 |
| Blair William & Co | 14,306 | $84.9 萬 | 0.00% | −168−1.2% | 減碼 |
| Independent Advisor Alliance | 14,418 | $85.6 萬 | 0.01% | +36+0.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $86.8 萬 | 0.09% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 15,090 | $87.0 萬 | 0.01% | +740+5.2% | 加碼 |
| Versor Investments LP | 14,800 | $87.8 萬 | 0.15% | +14,800 | 新進 |
| UniSuper Management Pty Ltd | 11,100 | $94.7 萬 | 0.01% | −6,346−36.4% | 減碼 |
| US Bancorp | 16,129 | $95.7 萬 | 0.00% | +629+4.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,686 | $99.1 萬 | 0.00% | +1,418+9.3% | 加碼 |
| Shell Asset Management Co | 17,172 | $101.9 萬 | 0.04% | −600−3.4% | 減碼 |
| Credit Agricole S A | 17,319 | $102.8 萬 | 0.00% | −100−0.6% | 減碼 |
| Tyler-Stone Wealth Management | 17,454 | $103.6 萬 | 0.18% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 18,218 | $108.1 萬 | 0.03% | +80.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,349 | $108.9 萬 | 0.00% | +1,415+8.4% | 加碼 |
| HighTower Advisors, LLC | 18,685 | $110.9 萬 | 0.00% | +365+2.0% | 加碼 |
| SEI Investments Co | 18,699 | $111.0 萬 | 0.00% | +2,429+14.9% | 加碼 |
| Advisory Resource Group | 19,086 | $113.3 萬 | 0.24% | −278−1.4% | 減碼 |
| Kestra Advisory Services, LLC | 19,604 | $116.3 萬 | 0.01% | +3,211+19.6% | 加碼 |
| AXS Investments LLC | 19,666 | $116.7 萬 | 0.32% | +19,666 | 新進 |
| CI Private Wealth, LLC | 20,143 | $119.5 萬 | 0.00% | +9,800+94.8% | 加碼 |
| Hilltop National Bank | 20,239 | $120.1 萬 | 0.36% | 00.0% | 不變 |
| Captrust Financial Advisors | 20,293 | $120.4 萬 | 0.00% | +90.0% | 加碼 |
| Wetherby Asset Management Inc | 20,667 | $122.6 萬 | 0.06% | −1,302−5.9% | 減碼 |
| Bessemer Group Inc | 20,860 | $123.7 萬 | 0.00% | +382+1.9% | 加碼 |
| Intech Investment Management LLC | 20,992 | $124.6 萬 | 0.01% | −17,587−45.6% | 減碼 |
| Envestnet Asset Management Inc | 21,807 | $129.4 萬 | 0.00% | +674+3.2% | 加碼 |
| Mason & Associates Inc | 22,000 | $130.5 萬 | 0.31% | 00.0% | 不變 |
| Capital World Investors | 23,043 | $136.8 萬 | 0.00% | +817+3.7% | 加碼 |
| Ameriprise Financial Inc | 17,156 | $137.2 萬 | 0.00% | −156,082−90.1% | 減碼 |
| Principal Financial Group Inc | 23,633 | $140.3 萬 | 0.00% | +6,000+34.0% | 加碼 |
| Cerity Partners LLC | 23,867 | $140.4 萬 | 0.00% | −5,948−19.9% | 減碼 |
| JustInvest LLC | 24,183 | $143.5 萬 | 0.02% | +1,558+6.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 24,743 | $146.8 萬 | 0.00% | −697−2.7% | 減碼 |
| Prudential PLC | 25,110 | $148.9 萬 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 26,154 | $155.2 萬 | 0.00% | +15,921+155.6% | 加碼 |
| Cidel Asset Management Inc | 26,384 | $156.6 萬 | 0.11% | −416−1.6% | 減碼 |
| Pathway Financial Advisers, LLC | 26,561 | $157.6 萬 | 0.53% | +609+2.3% | 加碼 |
| Signaturefd, LLC | 26,727 | $158.6 萬 | 0.03% | +1,408+5.6% | 加碼 |
| Wells Fargo & Company | 27,168 | $161.2 萬 | 0.00% | −820−2.9% | 減碼 |
| Polar Asset Management Partners Inc. | 27,772 | $164.8 萬 | 0.02% | +27,772 | 新進 |
| Erste Asset Management GmbH | 28,400 | $169.3 萬 | 0.02% | +200+0.7% | 加碼 |
| M&G Plc | 28,740 | $169.7 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 29,802 | $176.8 萬 | 0.01% | +29+0.1% | 加碼 |
| Maryland State Retirement & Pension System | 34,097 | $202.4 萬 | 0.04% | −374−1.1% | 減碼 |
| Dorchester Wealth Management Co | 35,192 | $208.7 萬 | 0.42% | −131−0.4% | 減碼 |
| V-Square Quantitative Management LLC | 24,866 | $212.5 萬 | 0.30% | +5,458+28.1% | 加碼 |
| Metis Global Partners, LLC | 36,129 | $214.5 萬 | 0.06% | +2,373+7.0% | 加碼 |
| Vident Advisory, LLC | 36,569 | $217.0 萬 | 0.04% | −2,554−6.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $225.9 萬 | 0.07% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 38,611 | $229.0 萬 | 0.03% | +27,325+242.1% | 加碼 |
| Gold Investment Management Ltd. | 39,159 | $232.5 萬 | 0.98% | +404+1.0% | 加碼 |
| Ensign Peak Advisors, Inc | 40,100 | $238.0 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 40,132 | $238.1 萬 | 0.00% | +1,682+4.4% | 加碼 |
| Alliancebernstein L.P. | 40,827 | $242.3 萬 | 0.00% | −517−1.3% | 減碼 |
| United Services Automobile Association | 19,798 | $242.5 萬 | 0.08% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 43,205 | $256.4 萬 | 0.00% | +1,269+3.0% | 加碼 |
| Natixis | 43,795 | $259.9 萬 | 0.02% | +25,838+143.9% | 加碼 |