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。
2025 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2025/3/31 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
- 421
- 較 2024 年第 4 季 −11 家
- 持有股數
- 2.63 億
- 較 2024 年第 4 季 +81.8 萬 (+0.3%)
- 總市值
- $151.1 億
- 較 2024 年第 4 季 −$4.99 億 (−3.2%)
- 新進機構
- 35
- 另有 148 家加碼
- 清倉機構
- 46
- 另有 132 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 14,504 | $83.0 萬 | 0.01% | +2,885+24.8% | 加碼 |
| Independent Advisor Alliance | 14,362 | $82.2 萬 | 0.03% | −56−0.4% | 減碼 |
| Blair William & Co | 14,309 | $81.9 萬 | 0.00% | +30.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,358 | $76.4 萬 | 0.00% | +7,310+120.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,885 | $73.8 萬 | 0.00% | −297−2.3% | 減碼 |
| Rathbone Brothers plc | 12,641 | $72.3 萬 | 0.00% | −749−5.6% | 減碼 |
| Bleakley Financial Group, LLC | 12,540 | $71.8 萬 | 0.02% | +3,680+41.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,907 | $69.1 萬 | 0.00% | −72−0.6% | 減碼 |
| One Capital Management, LLC | 12,044 | $68.9 萬 | 0.02% | +12,044 | 新進 |
| Verdence Capital Advisors LLC | 11,886 | $68.1 萬 | 0.05% | −75−0.6% | 減碼 |
| Avantax Advisory Services, Inc. | 11,709 | $67.0 萬 | 0.00% | −353−2.9% | 減碼 |
| Citadel Advisors LLC | 11,546 | $66.1 萬 | 0.00% | +2,757+31.4% | 加碼 |
| Brinker Capital Investments, LLC | 11,482 | $65.7 萬 | 0.01% | −281−2.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,482 | $65.7 萬 | 0.01% | −281−2.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,253 | $64.4 萬 | 0.00% | +44+0.4% | 加碼 |
| Pathstone Holdings, LLC | 10,953 | $62.7 萬 | 0.00% | −52−0.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $61.8 萬 | 0.02% | +180+1.7% | 加碼 |
| Fifth Third Bancorp | 10,649 | $61.0 萬 | 0.00% | +252+2.4% | 加碼 |
| Janney Montgomery Scott LLC | 10,628 | $60.9 萬 | 0.00% | +3,006+39.4% | 加碼 |
| Cigna Investments Inc | 10,603 | $60.7 萬 | 0.11% | 00.0% | 不變 |
| Brown Advisory Inc | 10,504 | $60.1 萬 | 0.00% | +136+1.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,220 | $58.5 萬 | 0.00% | +1,645+19.2% | 加碼 |
| Squarepoint Ops LLC | 9,862 | $56.5 萬 | 0.00% | +9,862 | 新進 |
| Woodstock Corp | 9,647 | $55.2 萬 | 0.05% | 00.0% | 不變 |
| Quilter Plc | 9,191 | $52.6 萬 | 0.01% | −100−1.1% | 減碼 |
| Claret Asset Management Corp | 8,677 | $49.7 萬 | 0.07% | +46+0.5% | 加碼 |
| LGT Group Foundation | 8,493 | $48.6 萬 | 0.01% | −2,540−23.0% | 減碼 |
| Syon Capital LLC | 8,452 | $48.4 萬 | 0.04% | +1,434+20.4% | 加碼 |
| Franklin Street Advisors Inc | 8,400 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 8,190 | $46.9 萬 | 0.01% | −89−1.1% | 減碼 |
| XTX Topco Ltd | 8,185 | $46.9 萬 | 0.02% | +8,185 | 新進 |
| Beacon Pointe Advisors, LLC | 8,135 | $46.6 萬 | 0.01% | +1,676+25.9% | 加碼 |
| Am Investment Strategies LLC | 8,092 | $46.3 萬 | 0.11% | +17+0.2% | 加碼 |
| Jones Financial Companies LLLP | 8,096 | $45.9 萬 | 0.00% | +783+10.7% | 加碼 |
| AQR Capital Management LLC | 8,022 | $45.4 萬 | 0.00% | +4,270+113.8% | 加碼 |
| Yousif Capital Management, LLC | 7,789 | $44.6 萬 | 0.01% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 7,714 | $44.1 萬 | 0.13% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,418 | $42.5 萬 | 0.01% | +357+5.1% | 加碼 |
| Mercer Global Advisors Inc | 7,280 | $41.7 萬 | 0.00% | −1,872−20.5% | 減碼 |
| TFB Advisors LLC | 7,000 | $40.1 萬 | 0.12% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,982 | $40.0 萬 | 0.03% | −1,909−21.5% | 減碼 |
| MQS Management LLC | 6,891 | $39.5 萬 | 0.23% | +6,891 | 新進 |
| MONECO Advisors, LLC | 6,875 | $39.4 萬 | 0.04% | +20.0% | 加碼 |
| Savant Capital, LLC | 6,806 | $39.0 萬 | 0.00% | −178−2.5% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,455 | $37.0 萬 | 0.14% | +816+14.5% | 加碼 |
| Davidson Trust Co | 6,383 | $36.5 萬 | 0.17% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 6,335 | $36.3 萬 | 0.00% | +423+7.2% | 加碼 |
| Financial Counselors Inc | 6,296 | $36.1 萬 | 0.01% | −1,852−22.7% | 減碼 |
| PDS Planning, Inc | 6,279 | $36.0 萬 | 0.03% | +761+13.8% | 加碼 |
| PFG Investments, LLC | 6,121 | $35.1 萬 | 0.02% | +38+0.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,088 | $34.9 萬 | 0.03% | +6,088 | 新進 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $34.5 萬 | 0.15% | 00.0% | 不變 |
| Glenmede Trust Co NA | 6,026 | $34.5 萬 | 0.00% | +752+14.3% | 加碼 |
| Running Point Capital Advisors, LLC | 5,937 | $34.0 萬 | 0.11% | +364+6.5% | 加碼 |
| Smithfield Trust Co | 5,894 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| FreeGulliver LLC | 5,872 | $33.6 萬 | 0.17% | −52−0.9% | 減碼 |
| Diversify Advisory Services, LLC | 5,668 | $33.6 萬 | 0.02% | −40−0.7% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $33.4 萬 | 0.11% | +4,061 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 5,658 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,544 | $31.7 萬 | 0.00% | +5,544 | 新進 |
| Long Run Wealth Advisors, LLC | 5,509 | $31.5 萬 | 0.07% | +23+0.4% | 加碼 |
| Argent Trust Co | 5,457 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 5,242 | $30.0 萬 | 0.00% | −1,500−22.2% | 減碼 |
| First Affirmative Financial Network | 5,184 | $29.7 萬 | 0.18% | −573−10.0% | 減碼 |
| Rempart Asset Management Inc. | 5,135 | $29.4 萬 | 0.06% | −200−3.7% | 減碼 |
| Private Advisor Group, LLC | 5,074 | $29.1 萬 | 0.00% | −3,569−41.3% | 減碼 |
| Versant Capital Management, Inc | 5,072 | $29.0 萬 | 0.05% | +4,980+5,413.0% | 加碼 |
| Benjamin Edwards Inc | 5,052 | $28.9 萬 | 0.00% | +167+3.4% | 加碼 |
| King Luther Capital Management Corp | 5,039 | $28.9 萬 | 0.00% | −951−15.9% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 5,024 | $28.8 萬 | 0.00% | +8+0.2% | 加碼 |
| Pacer Advisors, Inc. | 5,029 | $28.8 萬 | 0.00% | +144+2.9% | 加碼 |
| CVA Family Office, LLC | 5,000 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $28.6 萬 | 0.12% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 4,838 | $27.7 萬 | 0.00% | −3,090−39.0% | 減碼 |
| Toroso Investments, LLC | 4,829 | $27.7 萬 | 0.00% | −318−6.2% | 減碼 |
| Ieq Capital, LLC | 4,807 | $27.5 萬 | 0.00% | +36+0.8% | 加碼 |
| Ritholtz Wealth Management | 4,800 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Brighton Jones LLC | 4,666 | $26.7 萬 | 0.01% | +559+13.6% | 加碼 |
| NewEdge Wealth, LLC | 4,639 | $26.6 萬 | 0.00% | +21+0.5% | 加碼 |
| Ballentine Partners, LLC | 4,599 | $26.3 萬 | 0.00% | +4,599 | 新進 |
| Capital City Trust Co | 4,595 | $26.3 萬 | 0.07% | −10.0% | 減碼 |
| K.J. Harrison & Partners Inc | 4,590 | $26.3 萬 | 0.05% | +251+5.8% | 加碼 |
| HighPoint Advisor Group LLC | 4,330 | $25.6 萬 | 0.01% | +181+4.4% | 加碼 |
| Cozad Asset Management Inc | 4,383 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 4,365 | $25.0 萬 | 0.01% | −7,104−61.9% | 減碼 |
| Pathway Financial Advisors LLC | 4,339 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Villere St Denis J & Co LLC | 4,177 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 4,147 | $23.7 萬 | 0.02% | +428+11.5% | 加碼 |
| Ballast, Inc. | 4,083 | $23.4 萬 | 0.07% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,034 | $23.1 萬 | 0.01% | −168−4.0% | 減碼 |
| Grimes & Company, Inc. | 4,030 | $23.1 萬 | 0.01% | +590+17.2% | 加碼 |
| Heathbridge Capital Management Ltd. | 4,000 | $22.9 萬 | 0.09% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,909 | $22.4 萬 | 0.02% | +100+2.6% | 加碼 |
| Northwest Bancshares, Inc. | 3,898 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Colony Group, LLC | 3,887 | $22.3 萬 | 0.00% | −1,205−23.7% | 減碼 |
| Well Done, LLC | 3,741 | $22.2 萬 | 0.04% | +15+0.4% | 加碼 |
| Canopy Partners, LLC | 3,854 | $22.1 萬 | 0.09% | −87−2.2% | 減碼 |