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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 6,700 | $44.6 萬 | 0.36% | +6,700 | 新進 |
| Regions Financial Corp | 6,721 | $44.7 萬 | 0.00% | +1,479+28.2% | 加碼 |
| MONECO Advisors, LLC | 6,877 | $45.7 萬 | 0.04% | +20.0% | 加碼 |
| Quilter Plc | 6,886 | $45.8 萬 | 0.01% | −2,305−25.1% | 減碼 |
| MQS Management LLC | 6,952 | $46.2 萬 | 0.25% | +61+0.9% | 加碼 |
| TFB Advisors LLC | 7,000 | $46.5 萬 | 0.12% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,105 | $47.2 萬 | 0.01% | −313−4.2% | 減碼 |
| Diversify Advisory Services, LLC | 8,568 | $49.4 萬 | 0.02% | +2,900+51.2% | 加碼 |
| Plan A Wealth LLC | 7,666 | $50.9 萬 | 0.29% | +4,103+115.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 7,966 | $52.9 萬 | 0.15% | +252+3.3% | 加碼 |
| Millennium Management LLC | 8,060 | $53.6 萬 | 0.00% | −49,879−86.1% | 減碼 |
| Am Investment Strategies LLC | 8,109 | $53.8 萬 | 0.13% | +17+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,191 | $54.4 萬 | 0.01% | +10.0% | 加碼 |
| Yousif Capital Management, LLC | 8,389 | $55.7 萬 | 0.01% | +600+7.7% | 加碼 |
| Franklin Street Advisors Inc | 8,400 | $55.8 萬 | 0.03% | 00.0% | 不變 |
| LGT Group Foundation | 8,493 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Claret Asset Management Corp | 8,510 | $56.6 萬 | 0.07% | −167−1.9% | 減碼 |
| Syon Capital LLC | 8,807 | $58.5 萬 | 0.04% | +355+4.2% | 加碼 |
| Mercer Global Advisors Inc | 8,841 | $58.7 萬 | 0.00% | +1,561+21.4% | 加碼 |
| Jones Financial Companies LLLP | 9,220 | $60.8 萬 | 0.00% | +1,124+13.9% | 加碼 |
| Shelton Capital Management | 9,369 | $62.3 萬 | 0.01% | +9,369 | 新進 |
| Woodstock Corp | 9,647 | $64.1 萬 | 0.06% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 9,937 | $66.0 萬 | 0.00% | −4,567−31.5% | 減碼 |
| Savant Capital, LLC | 9,933 | $66.0 萬 | 0.00% | +3,127+45.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,444 | $68.3 萬 | 0.00% | +224+2.2% | 加碼 |
| Cigna Investments Inc | 10,335 | $68.6 萬 | 0.12% | −268−2.5% | 減碼 |
| Brown Advisory Inc | 10,357 | $68.8 萬 | 0.00% | −147−1.4% | 減碼 |
| Uhlmann Price Securities, LLC | 10,461 | $69.5 萬 | 0.50% | +10,461 | 新進 |
| Janney Montgomery Scott LLC | 10,628 | $70.6 萬 | 0.00% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 10,801 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,798 | $71.8 萬 | 0.00% | +149+1.4% | 加碼 |
| Private Advisor Group, LLC | 10,870 | $72.2 萬 | 0.00% | +5,796+114.2% | 加碼 |
| Pathstone Holdings, LLC | 11,218 | $74.5 萬 | 0.00% | +265+2.4% | 加碼 |
| Verdence Capital Advisors LLC | 11,822 | $78.6 萬 | 0.05% | −64−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,876 | $78.9 萬 | 0.00% | −1,009−7.8% | 減碼 |
| Rathbone Brothers plc | 12,336 | $81.9 萬 | 0.00% | −305−2.4% | 減碼 |
| Old Port Advisors | 12,367 | $82.2 萬 | 0.22% | +12,367 | 新進 |
| Avantax Advisory Services, Inc. | 12,802 | $85.1 萬 | 0.00% | +1,093+9.3% | 加碼 |
| Independent Advisor Alliance | 12,955 | $86.1 萬 | 0.02% | −1,407−9.8% | 減碼 |
| UniSuper Management Pty Ltd | 9,800 | $88.8 萬 | 0.01% | −1,300−11.7% | 減碼 |
| Vise Technologies, Inc. | 13,929 | $92.6 萬 | 0.04% | +13,929 | 新進 |
| Blair William & Co | 14,311 | $95.1 萬 | 0.00% | +20.0% | 加碼 |
| US Bancorp | 14,835 | $98.6 萬 | 0.00% | −1,065−6.7% | 減碼 |
| Bleakley Financial Group, LLC | 15,247 | $101.3 萬 | 0.03% | +2,707+21.6% | 加碼 |
| Victory Capital Management Inc | 15,323 | $101.8 萬 | 0.00% | +15,323 | 新進 |
| Walleye Capital LLC | 15,732 | $104.5 萬 | 0.01% | +15,732 | 新進 |
| CI Private Wealth, LLC | 15,745 | $104.6 萬 | 0.00% | +338+2.2% | 加碼 |
| AQR Capital Management LLC | 17,449 | $115.9 萬 | 0.00% | +9,427+117.5% | 加碼 |
| Tyler-Stone Wealth Management | 17,454 | $116.0 萬 | 0.19% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 17,476 | $116.1 萬 | 0.01% | +5,994+52.2% | 加碼 |
| HBK Sorce Advisory LLC | 18,227 | $121.1 萬 | 0.03% | +17+0.1% | 加碼 |
| HighTower Advisors, LLC | 18,690 | $124.2 萬 | 0.00% | −46−0.2% | 減碼 |
| Truist Financial Corp | 19,196 | $127.6 萬 | 0.00% | +324+1.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 19,318 | $128.4 萬 | 0.01% | +8,065+71.7% | 加碼 |
| Advisory Resource Group | 19,403 | $128.9 萬 | 0.25% | −443−2.2% | 減碼 |
| SEI Investments Co | 19,962 | $132.7 萬 | 0.00% | +379+1.9% | 加碼 |
| Hilltop National Bank | 20,239 | $134.5 萬 | 0.35% | +20,239 | 新進 |
| Kestra Advisory Services, LLC | 20,257 | $134.6 萬 | 0.01% | +933+4.8% | 加碼 |
| HAP Trading, LLC | 15,000 | $135.9 萬 | 0.59% | −8,000−34.8% | 減碼 |
| Captrust Financial Advisors | 20,493 | $136.2 萬 | 0.00% | −7,313−26.3% | 減碼 |
| Ameriprise Financial Inc | 15,930 | $136.3 萬 | 0.00% | −8,728−35.4% | 減碼 |
| Wetherby Asset Management Inc | 20,700 | $137.6 萬 | 0.06% | +20,700 | 新進 |
| ExodusPoint Capital Management, LP | 20,726 | $137.7 萬 | 0.02% | +20,726 | 新進 |
| The PNC Financial Services Group, Inc. | 21,378 | $142.1 萬 | 0.00% | +3,080+16.8% | 加碼 |
| Wells Fargo & Company | 21,878 | $145.5 萬 | 0.00% | −1,197−5.2% | 減碼 |
| Jane Street Group, LLC | 21,915 | $145.6 萬 | 0.00% | +6,948+46.4% | 加碼 |
| Mason & Associates Inc | 22,000 | $146.2 萬 | 0.34% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 22,102 | $146.8 萬 | 0.00% | +6,783+44.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,416 | $148.9 萬 | 0.02% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 22,458 | $149.4 萬 | 0.18% | −28,123−55.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 22,823 | $151.7 萬 | 0.00% | −3,046−11.8% | 減碼 |
| Intech Investment Management LLC | 23,762 | $157.8 萬 | 0.01% | +6,336+36.4% | 加碼 |
| Envestnet Asset Management Inc | 24,472 | $162.6 萬 | 0.00% | +2,613+12.0% | 加碼 |
| Prudential PLC | 24,619 | $163.9 萬 | 0.01% | −3,032−11.0% | 減碼 |
| Capital World Investors | 24,728 | $164.5 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 25,231 | $167.7 萬 | 0.00% | +342+1.4% | 加碼 |
| Aigen Investment Management, LP | 18,537 | $168.0 萬 | 0.23% | −3,685−16.6% | 減碼 |
| Principal Financial Group Inc | 25,533 | $169.6 萬 | 0.00% | −1,000−3.8% | 減碼 |
| Acadian Asset Management LLC | 26,300 | $174.4 萬 | 0.00% | −74,700−74.0% | 減碼 |
| Assenagon Asset Management S.A. | 26,488 | $175.9 萬 | 0.00% | −1,094−4.0% | 減碼 |
| Pathway Financial Advisers, LLC | 26,582 | $176.6 萬 | 0.57% | −400−1.5% | 減碼 |
| Barclays PLC | 26,633 | $177.0 萬 | 0.00% | +8,369+45.8% | 加碼 |
| Cidel Asset Management Inc | 27,066 | $179.7 萬 | 0.11% | +366+1.4% | 加碼 |
| Signaturefd, LLC | 27,701 | $184.1 萬 | 0.03% | +829+3.1% | 加碼 |
| M&G Plc | 28,740 | $192.2 萬 | 0.01% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 29,186 | $194.3 萬 | 0.07% | −4,371−13.0% | 減碼 |
| M&T Bank Corp | 29,752 | $197.7 萬 | 0.01% | −80.0% | 減碼 |
| JustInvest LLC | 30,441 | $202.3 萬 | 0.02% | +5,231+20.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 32,714 | $217.8 萬 | 0.00% | +32,714 | 新進 |
| V-Square Quantitative Management LLC | 24,866 | $224.8 萬 | 0.30% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 34,297 | $227.9 萬 | 0.03% | −2,400−6.5% | 減碼 |
| PCJ Investment Counsel Ltd. | 34,290 | $228.3 萬 | 0.78% | +34,290 | 新進 |
| Cardinal Point Capital Management, ULC | 34,469 | $228.9 萬 | 0.18% | −708−2.0% | 減碼 |
| Cumberland Partners Ltd | 34,686 | $230.4 萬 | 0.16% | +3,770+12.2% | 加碼 |
| Quadrant Capital Group LLC | 34,918 | $232.0 萬 | 0.08% | +1,087+3.2% | 加碼 |
| Westerkirk Capital Inc. | 35,060 | $233.0 萬 | 0.29% | +35,060 | 新進 |
| Shell Asset Management Co | 36,672 | $243.5 萬 | 0.08% | +19,600+114.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 37,446 | $248.7 萬 | 0.07% | −698−1.8% | 減碼 |
| Vident Advisory, LLC | 37,941 | $252.0 萬 | 0.03% | +2,454+6.9% | 加碼 |
| Metis Global Partners, LLC | 38,183 | $254.1 萬 | 0.07% | +2,356+6.6% | 加碼 |