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 |
|---|---|---|---|---|---|
| Ossiam | 12,539 | $74.4 萬 | 0.01% | −79,721−86.4% | 減碼 |
| Avantax Advisory Services, Inc. | 12,062 | $71.6 萬 | 0.00% | +17+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 11,961 | $71.0 萬 | 0.06% | 00.0% | 不變 |
| 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 |
| Candriam Luxembourg S.C.A. | 11,619 | $69.0 萬 | 0.00% | −1,009−8.0% | 減碼 |
| Cumberland Partners Ltd | 11,546 | $68.4 萬 | 0.05% | +5,600+94.2% | 加碼 |
| Washington Trust Co | 11,469 | $68.1 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 11,209 | $66.5 萬 | 0.01% | +434+4.0% | 加碼 |
| LGT Group Foundation | 11,033 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,005 | $65.3 萬 | 0.00% | −14−0.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,621 | $63.0 萬 | 0.02% | 00.0% | 不變 |
| Cigna Investments Inc | 10,603 | $63.0 萬 | 0.11% | 00.0% | 不變 |
| Montrusco Bolton Investments Inc. | 10,573 | $62.7 萬 | 0.01% | −1,082−9.3% | 減碼 |
| Capstone Investment Advisors, LLC | 10,500 | $62.3 萬 | 0.01% | +10,500 | 新進 |
| Fifth Third Bancorp | 10,397 | $61.7 萬 | 0.00% | −3,940−27.5% | 減碼 |
| Brown Advisory Inc | 10,368 | $61.5 萬 | 0.00% | +11+0.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 9,813 | $58.2 萬 | 0.04% | +5,874+149.1% | 加碼 |
| Woodstock Corp | 9,647 | $57.2 萬 | 0.06% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 9,601 | $57.0 萬 | 0.00% | +9,601 | 新進 |
| Quilter Plc | 9,291 | $55.1 萬 | 0.01% | −1,000−9.7% | 減碼 |
| State of Wyoming | 9,247 | $54.9 萬 | 0.07% | +9,247 | 新進 |
| Aigen Investment Management, LP | 9,200 | $54.6 萬 | 0.10% | +9,200 | 新進 |
| Mercer Global Advisors Inc | 9,152 | $54.3 萬 | 0.00% | +1,691+22.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 8,891 | $52.8 萬 | 0.04% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 8,860 | $52.6 萬 | 0.02% | +8,860 | 新進 |
| Citadel Advisors LLC | 8,789 | $52.2 萬 | 0.00% | −131,359−93.7% | 減碼 |
| Vise Technologies, Inc. | 8,778 | $52.1 萬 | 0.04% | +4,516+106.0% | 加碼 |
| Private Advisor Group, LLC | 8,643 | $51.3 萬 | 0.00% | +181+2.1% | 加碼 |
| Claret Asset Management Corp | 8,631 | $51.2 萬 | 0.08% | −166−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 8,575 | $50.9 萬 | 0.00% | +2,099+32.4% | 加碼 |
| Franklin Street Advisors Inc | 8,400 | $49.8 萬 | 0.03% | 00.0% | 不變 |
| Barclays PLC | 8,286 | $49.2 萬 | 0.00% | +2,379+40.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,279 | $49.1 萬 | 0.01% | −45−0.5% | 減碼 |
| Financial Counselors Inc | 8,148 | $48.4 萬 | 0.01% | +325+4.2% | 加碼 |
| Am Investment Strategies LLC | 8,075 | $47.9 萬 | 0.12% | +18+0.2% | 加碼 |
| Gotham Asset Management, LLC | 7,928 | $47.0 萬 | 0.00% | +2,395+43.3% | 加碼 |
| Truist Financial Corp | 7,838 | $46.5 萬 | 0.00% | +629+8.7% | 加碼 |
| Engineers Gate Manager LP | 7,812 | $46.4 萬 | 0.01% | +7,812 | 新進 |
| Yousif Capital Management, LLC | 7,789 | $46.2 萬 | 0.01% | −1,295−14.3% | 減碼 |
| Lester Murray Antman dba SimplyRich | 7,714 | $45.7 萬 | 0.13% | +55+0.7% | 加碼 |
| Janney Montgomery Scott LLC | 7,622 | $45.2 萬 | 0.00% | +893+13.3% | 加碼 |
| Boston Financial Mangement LLC | 7,491 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 7,313 | $43.4 萬 | 0.00% | +2,210+43.3% | 加碼 |
| Evergreen Capital Management LLC | 7,061 | $41.9 萬 | 0.01% | +137+2.0% | 加碼 |
| Syon Capital LLC | 7,018 | $41.6 萬 | 0.04% | +57+0.8% | 加碼 |
| TFB Advisors LLC | 7,000 | $41.5 萬 | 0.12% | 00.0% | 不變 |
| Savant Capital, LLC | 6,984 | $41.4 萬 | 0.00% | −906−11.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,936 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,873 | $40.8 萬 | 0.04% | +20.0% | 加碼 |
| Regions Financial Corp | 6,742 | $40.0 萬 | 0.00% | +1,608+31.3% | 加碼 |
| Parsons Capital Management Inc | 6,667 | $39.6 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 6,635 | $39.4 萬 | 0.01% | +770+13.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,459 | $38.3 萬 | 0.00% | +1,804+38.8% | 加碼 |
| Davidson Trust Co | 6,383 | $37.9 萬 | 0.19% | 00.0% | 不變 |
| PFG Investments, LLC | 6,083 | $36.1 萬 | 0.02% | +39+0.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,048 | $35.9 萬 | 0.00% | −4,677−43.6% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $35.8 萬 | 0.16% | 00.0% | 不變 |
| King Luther Capital Management Corp | 5,990 | $35.5 萬 | 0.00% | −894−13.0% | 減碼 |
| FreeGulliver LLC | 5,924 | $35.2 萬 | 0.18% | +5,924 | 新進 |
| Baird Financial Group, Inc. | 5,912 | $35.1 萬 | 0.00% | +250+4.4% | 加碼 |
| Smithfield Trust Co | 5,894 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| First Affirmative Financial Network | 5,757 | $34.2 萬 | 0.20% | −149−2.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,680 | $33.8 萬 | 0.00% | −2,395−29.7% | 減碼 |
| Pinnacle Associates Ltd | 5,658 | $33.6 萬 | 0.00% | −495−8.0% | 減碼 |
| West Family Investments, Inc. | 5,639 | $33.5 萬 | 0.12% | −1,540−21.5% | 減碼 |
| Running Point Capital Advisors, LLC | 5,573 | $33.1 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 5,518 | $32.7 萬 | 0.03% | +70+1.3% | 加碼 |
| Diversify Advisory Services, LLC | 5,708 | $32.7 萬 | 0.02% | +23+0.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 5,486 | $32.6 萬 | 0.08% | +5,486 | 新進 |
| Argent Trust Co | 5,457 | $32.4 萬 | 0.01% | −330−5.7% | 減碼 |
| Rempart Asset Management Inc. | 5,335 | $31.6 萬 | 0.06% | −1,907−26.3% | 減碼 |
| Glenmede Trust Co NA | 5,274 | $31.3 萬 | 0.00% | +461+9.6% | 加碼 |
| Toroso Investments, LLC | 5,147 | $30.5 萬 | 0.00% | +222+4.5% | 加碼 |
| Colony Group, LLC | 5,092 | $30.2 萬 | 0.00% | +5,092 | 新進 |
| Intrust Bank NA | 5,074 | $30.1 萬 | 0.03% | +944+22.9% | 加碼 |
| CAPROCK Group, Inc. | 5,055 | $30.0 萬 | 0.01% | −6−0.1% | 減碼 |
| CWM, LLC | 5,016 | $29.8 萬 | 0.00% | +15+0.3% | 加碼 |
| Stonebridge Capital Management Inc | 5,000 | $29.7 萬 | 0.12% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $29.7 萬 | 0.05% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,985 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Danske Bank A/S | 4,892 | $29.0 萬 | 0.00% | +4,892 | 新進 |
| Pacer Advisors, Inc. | 4,885 | $29.0 萬 | 0.00% | −66−1.3% | 減碼 |
| Benjamin Edwards Inc | 4,885 | $29.0 萬 | 0.00% | +1,116+29.6% | 加碼 |
| Ritholtz Wealth Management | 4,800 | $28.5 萬 | 0.01% | −54−1.1% | 減碼 |
| Ieq Capital, LLC | 4,771 | $28.3 萬 | 0.00% | +35+0.7% | 加碼 |
| MML Investors Services, LLC | 4,679 | $27.8 萬 | 0.00% | +590+14.4% | 加碼 |
| NewEdge Wealth, LLC | 4,618 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Capital City Trust Co | 4,596 | $27.3 萬 | 0.07% | 00.0% | 不變 |
| Cozad Asset Management Inc | 4,383 | $26.0 萬 | 0.02% | −432−9.0% | 減碼 |
| Pathway Financial Advisors LLC | 4,339 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 4,339 | $25.6 萬 | 0.04% | −2,000−31.6% | 減碼 |
| Parallel Advisors, LLC | 4,202 | $24.9 萬 | 0.01% | +684+19.4% | 加碼 |
| Villere St Denis J & Co LLC | 4,177 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 4,153 | $24.6 萬 | 0.01% | +4,153 | 新進 |
| Brighton Jones LLC | 4,107 | $24.4 萬 | 0.01% | +4,107 | 新進 |
| Ballast, Inc. | 4,083 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 4,149 | $24.2 萬 | 0.01% | +53+1.3% | 加碼 |
| Schechter Investment Advisors, LLC | 4,054 | $24.1 萬 | 0.02% | −566−12.3% | 減碼 |