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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 126,253 | $749.1 萬 | 0.01% | −2,178−1.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 122,919 | $729.5 萬 | 0.28% | +122,919 | 新進 |
| Hillsdale Investment Management Inc. | 121,544 | $720.9 萬 | 0.36% | +116,615+2,365.9% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 114,940 | $681.8 萬 | 1.98% | +190.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 112,838 | $669.2 萬 | 0.06% | +17,759+18.7% | 加碼 |
| JCIC Asset Management Inc. | 108,325 | $642.8 萬 | 2.61% | +1,979+1.9% | 加碼 |
| Aviso Financial Inc. | 104,121 | $618.1 萬 | 0.31% | +3,378+3.4% | 加碼 |
| Value Partners Investments Inc. | 101,634 | $602.9 萬 | 3.40% | −1,040,456−91.1% | 減碼 |
| LPL Financial LLC | 93,857 | $556.9 萬 | 0.00% | +51,351+120.8% | 加碼 |
| Burney Co | 87,150 | $517.1 萬 | 0.18% | +508+0.6% | 加碼 |
| Motco | 87,055 | $516.6 萬 | 0.53% | −1,255−1.4% | 減碼 |
| Jane Street Group, LLC | 84,379 | $500.7 萬 | 0.01% | +32,839+63.7% | 加碼 |
| Quantinno Capital Management LP | 82,443 | $489.2 萬 | 0.05% | +4,341+5.6% | 加碼 |
| Swiss Life Asset Management Ltd | 79,192 | $469.5 萬 | 0.03% | +41,450+109.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 78,717 | $466.8 萬 | 0.02% | +971+1.2% | 加碼 |
| Janus Henderson Group PLC | 76,598 | $456.5 萬 | 0.00% | −2,400−3.0% | 減碼 |
| Meritage Portfolio Management | 76,801 | $455.7 萬 | 0.28% | −5,488−6.7% | 減碼 |
| Acadian Asset Management LLC | 69,500 | $412.0 萬 | 0.01% | −6,200−8.2% | 減碼 |
| Quadrature Capital Ltd | 69,100 | $411.0 萬 | 0.08% | −42,100−37.9% | 減碼 |
| Raymond James Financial Inc | 68,657 | $407.4 萬 | 0.00% | +68,657 | 新進 |
| Gluskin Sheff & Assoc Inc | 67,952 | $403.2 萬 | 0.48% | −6,599−8.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 32,226 | $395.6 萬 | 0.30% | +20+0.1% | 加碼 |
| Assenagon Asset Management S.A. | 65,096 | $386.3 萬 | 0.01% | +2,507+4.0% | 加碼 |
| Utah Retirement Systems | 64,683 | $383.9 萬 | 0.04% | −700−1.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 64,978 | $383.2 萬 | 0.60% | −2,886−4.3% | 減碼 |
| Stifel Financial Corp | 63,240 | $375.3 萬 | 0.00% | +18,263+40.6% | 加碼 |
| Public Employees Retirement System of Ohio | 60,588 | $359.6 萬 | 0.01% | −103,764−63.1% | 減碼 |
| Avanza Fonder AB | 42,116 | $359.5 萬 | 0.11% | +42,116 | 新進 |
| Ninepoint Partners LP | 60,385 | $358.3 萬 | 0.57% | +4,638+8.3% | 加碼 |
| Commonwealth Equity Services, LLC | 59,418 | $352.6 萬 | 0.01% | −702−1.2% | 減碼 |
| Creative Planning | 56,704 | $336.5 萬 | 0.00% | +8,146+16.8% | 加碼 |
| Prudential Financial Inc | 56,650 | $336.2 萬 | 0.00% | +56,650 | 新進 |
| Public Sector Pension Investment Board | 55,247 | $327.9 萬 | 0.01% | −20,524−27.1% | 減碼 |
| Cetera Investment Advisers | 51,695 | $306.8 萬 | 0.01% | −4,227−7.6% | 減碼 |
| Harvest Portfolios Group Inc. | 50,324 | $298.8 萬 | 0.10% | +26+0.1% | 加碼 |
| Natixis Advisors, L.P. | 47,935 | $284.4 萬 | 0.01% | +4,689+10.8% | 加碼 |
| Triasima Portfolio Management inc. | 47,900 | $284.3 萬 | 0.55% | +250+0.5% | 加碼 |
| Vontobel Holding Ltd. | 45,779 | $271.5 萬 | 0.01% | +36+0.1% | 加碼 |
| State Street Corp | 45,711 | $271.2 萬 | 0.00% | +6,233+15.8% | 加碼 |
| PCJ Investment Counsel Ltd. | 45,400 | $269.2 萬 | 0.91% | +12,680+38.8% | 加碼 |
| Kraematon Investment Advisors, Inc | 44,423 | $263.6 萬 | 2.61% | +161+0.4% | 加碼 |
| Natixis | 43,795 | $259.9 萬 | 0.02% | +25,838+143.9% | 加碼 |
| Clearbridge Investments, LLC | 43,205 | $256.4 萬 | 0.00% | +1,269+3.0% | 加碼 |
| United Services Automobile Association | 19,798 | $242.5 萬 | 0.08% | 00.0% | 不變 |
| Alliancebernstein L.P. | 40,827 | $242.3 萬 | 0.00% | −517−1.3% | 減碼 |
| Mariner, LLC | 40,132 | $238.1 萬 | 0.00% | +1,682+4.4% | 加碼 |
| Ensign Peak Advisors, Inc | 40,100 | $238.0 萬 | 0.00% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 39,159 | $232.5 萬 | 0.98% | +404+1.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 38,611 | $229.0 萬 | 0.03% | +27,325+242.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $225.9 萬 | 0.07% | 00.0% | 不變 |
| Vident Advisory, LLC | 36,569 | $217.0 萬 | 0.04% | −2,554−6.5% | 減碼 |
| Metis Global Partners, LLC | 36,129 | $214.5 萬 | 0.06% | +2,373+7.0% | 加碼 |
| V-Square Quantitative Management LLC | 24,866 | $212.5 萬 | 0.30% | +5,458+28.1% | 加碼 |
| Dorchester Wealth Management Co | 35,192 | $208.7 萬 | 0.42% | −131−0.4% | 減碼 |
| Maryland State Retirement & Pension System | 34,097 | $202.4 萬 | 0.04% | −374−1.1% | 減碼 |
| M&T Bank Corp | 29,802 | $176.8 萬 | 0.01% | +29+0.1% | 加碼 |
| M&G Plc | 28,740 | $169.7 萬 | 0.01% | 00.0% | 不變 |
| Erste Asset Management GmbH | 28,400 | $169.3 萬 | 0.02% | +200+0.7% | 加碼 |
| Polar Asset Management Partners Inc. | 27,772 | $164.8 萬 | 0.02% | +27,772 | 新進 |
| Wells Fargo & Company | 27,168 | $161.2 萬 | 0.00% | −820−2.9% | 減碼 |
| Signaturefd, LLC | 26,727 | $158.6 萬 | 0.03% | +1,408+5.6% | 加碼 |
| Pathway Financial Advisers, LLC | 26,561 | $157.6 萬 | 0.53% | +609+2.3% | 加碼 |
| Cidel Asset Management Inc | 26,384 | $156.6 萬 | 0.11% | −416−1.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 26,154 | $155.2 萬 | 0.00% | +15,921+155.6% | 加碼 |
| Prudential PLC | 25,110 | $148.9 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 24,743 | $146.8 萬 | 0.00% | −697−2.7% | 減碼 |
| JustInvest LLC | 24,183 | $143.5 萬 | 0.02% | +1,558+6.9% | 加碼 |
| Cerity Partners LLC | 23,867 | $140.4 萬 | 0.00% | −5,948−19.9% | 減碼 |
| Principal Financial Group Inc | 23,633 | $140.3 萬 | 0.00% | +6,000+34.0% | 加碼 |
| Ameriprise Financial Inc | 17,156 | $137.2 萬 | 0.00% | −156,082−90.1% | 減碼 |
| Capital World Investors | 23,043 | $136.8 萬 | 0.00% | +817+3.7% | 加碼 |
| Mason & Associates Inc | 22,000 | $130.5 萬 | 0.31% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 21,807 | $129.4 萬 | 0.00% | +674+3.2% | 加碼 |
| Intech Investment Management LLC | 20,992 | $124.6 萬 | 0.01% | −17,587−45.6% | 減碼 |
| Bessemer Group Inc | 20,860 | $123.7 萬 | 0.00% | +382+1.9% | 加碼 |
| Wetherby Asset Management Inc | 20,667 | $122.6 萬 | 0.06% | −1,302−5.9% | 減碼 |
| Captrust Financial Advisors | 20,293 | $120.4 萬 | 0.00% | +90.0% | 加碼 |
| Hilltop National Bank | 20,239 | $120.1 萬 | 0.36% | 00.0% | 不變 |
| CI Private Wealth, LLC | 20,143 | $119.5 萬 | 0.00% | +9,800+94.8% | 加碼 |
| AXS Investments LLC | 19,666 | $116.7 萬 | 0.32% | +19,666 | 新進 |
| Kestra Advisory Services, LLC | 19,604 | $116.3 萬 | 0.01% | +3,211+19.6% | 加碼 |
| Advisory Resource Group | 19,086 | $113.3 萬 | 0.24% | −278−1.4% | 減碼 |
| SEI Investments Co | 18,699 | $111.0 萬 | 0.00% | +2,429+14.9% | 加碼 |
| HighTower Advisors, LLC | 18,685 | $110.9 萬 | 0.00% | +365+2.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,349 | $108.9 萬 | 0.00% | +1,415+8.4% | 加碼 |
| HBK Sorce Advisory LLC | 18,218 | $108.1 萬 | 0.03% | +80.0% | 加碼 |
| Tyler-Stone Wealth Management | 17,454 | $103.6 萬 | 0.18% | 00.0% | 不變 |
| Credit Agricole S A | 17,319 | $102.8 萬 | 0.00% | −100−0.6% | 減碼 |
| Shell Asset Management Co | 17,172 | $101.9 萬 | 0.04% | −600−3.4% | 減碼 |
| Advisor Group Holdings, Inc. | 16,686 | $99.1 萬 | 0.00% | +1,418+9.3% | 加碼 |
| US Bancorp | 16,129 | $95.7 萬 | 0.00% | +629+4.1% | 加碼 |
| UniSuper Management Pty Ltd | 11,100 | $94.7 萬 | 0.01% | −6,346−36.4% | 減碼 |
| Versor Investments LP | 14,800 | $87.8 萬 | 0.15% | +14,800 | 新進 |
| Sanctuary Advisors, LLC | 15,090 | $87.0 萬 | 0.01% | +740+5.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $86.8 萬 | 0.09% | 00.0% | 不變 |
| Independent Advisor Alliance | 14,418 | $85.6 萬 | 0.01% | +36+0.3% | 加碼 |
| Blair William & Co | 14,306 | $84.9 萬 | 0.00% | −168−1.2% | 減碼 |
| Rathbone Brothers plc | 13,390 | $79.5 萬 | 0.00% | −53−0.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,182 | $78.2 萬 | 0.00% | −2,163−14.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,979 | $75.9 萬 | 0.00% | +8,380+182.2% | 加碼 |