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 2 季 13F 持有人
Sun Life Financial Inc 在 2025/6/30 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
- 447
- 較 2025 年第 1 季 +34 家
- 持有股數
- 2.66 億
- 較 2025 年第 1 季 +306.2 萬 (+1.2%)
- 總市值
- $176.9 億
- 較 2025 年第 1 季 +$26.0 億 (+17.3%)
- 新進機構
- 64
- 另有 150 家加碼
- 清倉機構
- 30
- 另有 133 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,903 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| CX Institutional | 1,899 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,021 | $13.4 萬 | 0.00% | −66−3.2% | 減碼 |
| Rhumbline Advisers | 2,057 | $13.7 萬 | 0.00% | −25−1.2% | 減碼 |
| Massmutual Trust Co FSB | 2,233 | $14.8 萬 | 0.00% | +18+0.8% | 加碼 |
| Rexford Capital Inc | 2,655 | $17.6 萬 | 0.15% | +2,655 | 新進 |
| Huntington National Bank | 2,746 | $18.2 萬 | 0.00% | −14−0.5% | 減碼 |
| First Horizon Advisors, Inc. | 2,771 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 2,803 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,844 | $18.9 萬 | 0.03% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,994 | $19.9 萬 | 0.15% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 3,063 | $20.4 萬 | 0.07% | +3,063 | 新進 |
| Harbour Investments, Inc. | 3,103 | $20.6 萬 | 0.01% | −207−6.3% | 減碼 |
| Resources Investment Advisors, LLC. | 3,111 | $20.7 萬 | 0.00% | +3,111 | 新進 |
| We Are One Seven, LLC | 3,119 | $20.7 萬 | 0.01% | +3,119 | 新進 |
| Wealthspire Advisors, LLC | 3,124 | $20.8 萬 | 0.00% | +3,124 | 新進 |
| J. L. Bainbridge & Co., Inc. | 3,148 | $20.9 萬 | 0.02% | +3,148 | 新進 |
| McDonough Capital Management, Inc | 3,182 | $21.1 萬 | 0.12% | +3,182 | 新進 |
| Flaharty Asset Management, LLC | 3,188 | $21.2 萬 | 0.03% | −423−11.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,190 | $21.2 萬 | 0.00% | +3,190 | 新進 |
| Axxcess Wealth Management, LLC | 3,216 | $21.4 萬 | 0.01% | +3,216 | 新進 |
| Sagard Holdings Management Inc. | 3,221 | $21.4 萬 | 0.60% | +3,221 | 新進 |
| Sanctuary Advisors, LLC | 3,239 | $21.5 萬 | 0.00% | +3,239 | 新進 |
| 1st Source Bank | 3,253 | $21.6 萬 | 0.01% | +3,253 | 新進 |
| Steward Partners Investment Advisory, LLC | 3,305 | $22.0 萬 | 0.00% | −98−2.9% | 減碼 |
| Intrust Bank NA | 3,308 | $22.0 萬 | 0.02% | +3,308 | 新進 |
| Arkadios Wealth Advisors | 3,361 | $22.3 萬 | 0.01% | +3,361 | 新進 |
| Checchi Capital Advisers, LLC | 3,403 | $22.6 萬 | 0.02% | −744−17.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 3,410 | $22.7 萬 | 0.00% | +3,410 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 3,450 | $22.9 萬 | 0.13% | +3,450 | 新進 |
| Prudential Financial Inc | 3,500 | $23.2 萬 | 0.00% | +3,500 | 新進 |
| Nilsine Partners, LLC | 3,563 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| HB Wealth Management, LLC | 3,569 | $23.7 萬 | 0.00% | +3,569 | 新進 |
| Buckingham Strategic Partners | 3,608 | $24.0 萬 | 0.00% | +3,608 | 新進 |
| Bayesian Capital Management, LP | 3,630 | $24.1 萬 | 0.04% | +3,630 | 新進 |
| MML Investors Services, LLC | 3,654 | $24.3 萬 | 0.00% | +19+0.5% | 加碼 |
| Merit Financial Group, LLC | 3,683 | $24.5 萬 | 0.00% | +187+5.3% | 加碼 |
| King Luther Capital Management Corp | 3,740 | $24.9 萬 | 0.00% | −1,299−25.8% | 減碼 |
| Well Done, LLC | 3,757 | $25.0 萬 | 0.05% | +16+0.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,802 | $25.3 萬 | 0.00% | +77+2.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $25.6 萬 | 0.05% | 00.0% | 不變 |
| Canopy Partners, LLC | 3,854 | $25.6 萬 | 0.09% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 3,898 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 3,902 | $25.9 萬 | 0.01% | −428−9.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 4,058 | $27.0 萬 | 0.02% | +4,058 | 新進 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $27.0 萬 | 0.12% | 00.0% | 不變 |
| Natixis | 4,065 | $27.0 萬 | 0.00% | −68,315−94.4% | 減碼 |
| Grimes & Company, Inc. | 4,076 | $27.1 萬 | 0.01% | +46+1.1% | 加碼 |
| Ballast, Inc. | 4,083 | $27.1 萬 | 0.07% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,122 | $27.4 萬 | 0.00% | +4,122 | 新進 |
| Parallel Advisors, LLC | 4,125 | $27.4 萬 | 0.01% | +91+2.3% | 加碼 |
| Brighton Jones LLC | 4,131 | $27.4 萬 | 0.01% | −535−11.5% | 減碼 |
| Villere St Denis J & Co LLC | 4,177 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,618 | $28.4 萬 | 0.00% | −21−0.5% | 減碼 |
| Glenmede Investment Management, LP | 4,312 | $28.7 萬 | 0.00% | +4,312 | 新進 |
| Washington Trust Co | 4,318 | $28.7 萬 | 0.01% | −47−1.1% | 減碼 |
| Pathway Financial Advisors LLC | 4,339 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,341 | $28.8 萬 | 0.00% | +904+26.3% | 加碼 |
| Capital City Trust Co | 4,379 | $29.1 萬 | 0.08% | −216−4.7% | 減碼 |
| Cozad Asset Management Inc | 4,383 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Benjamin Edwards Inc | 4,542 | $30.2 萬 | 0.00% | −510−10.1% | 減碼 |
| Ritholtz Wealth Management | 4,777 | $31.7 萬 | 0.01% | −23−0.5% | 減碼 |
| Fox Run Management, L.L.C. | 4,794 | $31.9 萬 | 0.05% | +4,794 | 新進 |
| First Affirmative Financial Network | 4,957 | $32.9 萬 | 0.17% | −227−4.4% | 減碼 |
| Versant Capital Management, Inc | 4,961 | $33.0 萬 | 0.05% | −111−2.2% | 減碼 |
| Confluence Wealth Services, Inc. | 4,985 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $33.2 萬 | 0.13% | 00.0% | 不變 |
| CVA Family Office, LLC | 5,000 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Ieq Capital, LLC | 5,017 | $33.3 萬 | 0.00% | +210+4.4% | 加碼 |
| Rempart Asset Management Inc. | 5,135 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 5,151 | $34.2 萬 | 0.01% | +5,151 | 新進 |
| Smithfield Trust Co | 5,394 | $35.8 萬 | 0.02% | −500−8.5% | 減碼 |
| Colony Group, LLC | 5,451 | $36.2 萬 | 0.00% | +1,564+40.2% | 加碼 |
| Midwest Trust Co | 5,556 | $36.9 萬 | 0.01% | +5,556 | 新進 |
| Long Run Wealth Advisors, LLC | 5,556 | $36.9 萬 | 0.08% | +47+0.9% | 加碼 |
| HRT Financial LP | 5,598 | $37.1 萬 | 0.00% | +5,598 | 新進 |
| Pinnacle Associates Ltd | 5,658 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 5,699 | $37.8 萬 | 0.06% | +1,109+24.2% | 加碼 |
| St Germain D J Co Inc | 5,747 | $38.2 萬 | 0.02% | +5,097+784.2% | 加碼 |
| Vontobel Holding Ltd. | 5,749 | $38.3 萬 | 0.00% | −40,178−87.5% | 減碼 |
| Baader Bank INC | 5,790 | $38.6 萬 | 0.03% | +5,790 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $38.6 萬 | 0.01% | +35+0.6% | 加碼 |
| Running Point Capital Advisors, LLC | 5,901 | $39.2 萬 | 0.11% | −36−0.6% | 減碼 |
| Balyasny Asset Management LLC | 5,897 | $39.2 萬 | 0.00% | +5,897 | 新進 |
| FreeGulliver LLC | 5,924 | $39.4 萬 | 0.18% | +52+0.9% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $40.1 萬 | 0.16% | 00.0% | 不變 |
| Principal Street Partners, LLC | 6,056 | $40.2 萬 | 0.04% | +6,056 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,229 | $41.4 萬 | 0.00% | −7,129−53.4% | 減碼 |
| PFG Investments, LLC | 6,245 | $41.5 萬 | 0.02% | +124+2.0% | 加碼 |
| Argent Trust Co | 6,260 | $41.6 萬 | 0.02% | +803+14.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 6,313 | $41.9 萬 | 0.00% | −6,594−51.1% | 減碼 |
| Baird Financial Group, Inc. | 6,334 | $42.1 萬 | 0.00% | −10.0% | 減碼 |
| Davidson Trust Co | 6,383 | $42.4 萬 | 0.20% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 6,408 | $42.6 萬 | 0.00% | −27,663−81.2% | 減碼 |
| CWM, LLC | 6,420 | $42.7 萬 | 0.00% | +1,396+27.8% | 加碼 |
| West Family Investments, Inc. | 6,455 | $42.9 萬 | 0.11% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 6,463 | $42.9 萬 | 0.00% | −1,672−20.6% | 減碼 |
| PDS Planning, Inc | 6,513 | $43.3 萬 | 0.03% | +234+3.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,665 | $44.3 萬 | 0.03% | −317−4.5% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $44.3 萬 | 0.03% | 00.0% | 不變 |