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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 15,732 | $104.5 萬 | 0.01% | +15,732 | 新進 |
| Victory Capital Management Inc | 15,323 | $101.8 萬 | 0.00% | +15,323 | 新進 |
| Bleakley Financial Group, LLC | 15,247 | $101.3 萬 | 0.03% | +2,707+21.6% | 加碼 |
| US Bancorp | 14,835 | $98.6 萬 | 0.00% | −1,065−6.7% | 減碼 |
| Blair William & Co | 14,311 | $95.1 萬 | 0.00% | +20.0% | 加碼 |
| Vise Technologies, Inc. | 13,929 | $92.6 萬 | 0.04% | +13,929 | 新進 |
| UniSuper Management Pty Ltd | 9,800 | $88.8 萬 | 0.01% | −1,300−11.7% | 減碼 |
| Independent Advisor Alliance | 12,955 | $86.1 萬 | 0.02% | −1,407−9.8% | 減碼 |
| Avantax Advisory Services, Inc. | 12,802 | $85.1 萬 | 0.00% | +1,093+9.3% | 加碼 |
| Old Port Advisors | 12,367 | $82.2 萬 | 0.22% | +12,367 | 新進 |
| Rathbone Brothers plc | 12,336 | $81.9 萬 | 0.00% | −305−2.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,876 | $78.9 萬 | 0.00% | −1,009−7.8% | 減碼 |
| Verdence Capital Advisors LLC | 11,822 | $78.6 萬 | 0.05% | −64−0.5% | 減碼 |
| Pathstone Holdings, LLC | 11,218 | $74.5 萬 | 0.00% | +265+2.4% | 加碼 |
| Private Advisor Group, LLC | 10,870 | $72.2 萬 | 0.00% | +5,796+114.2% | 加碼 |
| Fifth Third Bancorp | 10,798 | $71.8 萬 | 0.00% | +149+1.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,628 | $70.6 萬 | 0.00% | 00.0% | 不變 |
| Uhlmann Price Securities, LLC | 10,461 | $69.5 萬 | 0.50% | +10,461 | 新進 |
| Brown Advisory Inc | 10,357 | $68.8 萬 | 0.00% | −147−1.4% | 減碼 |
| Cigna Investments Inc | 10,335 | $68.6 萬 | 0.12% | −268−2.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 10,444 | $68.3 萬 | 0.00% | +224+2.2% | 加碼 |
| Savant Capital, LLC | 9,933 | $66.0 萬 | 0.00% | +3,127+45.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 9,937 | $66.0 萬 | 0.00% | −4,567−31.5% | 減碼 |
| Woodstock Corp | 9,647 | $64.1 萬 | 0.06% | 00.0% | 不變 |
| Shelton Capital Management | 9,369 | $62.3 萬 | 0.01% | +9,369 | 新進 |
| Jones Financial Companies LLLP | 9,220 | $60.8 萬 | 0.00% | +1,124+13.9% | 加碼 |
| Mercer Global Advisors Inc | 8,841 | $58.7 萬 | 0.00% | +1,561+21.4% | 加碼 |
| Syon Capital LLC | 8,807 | $58.5 萬 | 0.04% | +355+4.2% | 加碼 |
| Claret Asset Management Corp | 8,510 | $56.6 萬 | 0.07% | −167−1.9% | 減碼 |
| LGT Group Foundation | 8,493 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 8,400 | $55.8 萬 | 0.03% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 8,389 | $55.7 萬 | 0.01% | +600+7.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,191 | $54.4 萬 | 0.01% | +10.0% | 加碼 |
| Am Investment Strategies LLC | 8,109 | $53.8 萬 | 0.13% | +17+0.2% | 加碼 |
| Millennium Management LLC | 8,060 | $53.6 萬 | 0.00% | −49,879−86.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 7,966 | $52.9 萬 | 0.15% | +252+3.3% | 加碼 |
| Plan A Wealth LLC | 7,666 | $50.9 萬 | 0.29% | +4,103+115.2% | 加碼 |
| Diversify Advisory Services, LLC | 8,568 | $49.4 萬 | 0.02% | +2,900+51.2% | 加碼 |
| Evergreen Capital Management LLC | 7,105 | $47.2 萬 | 0.01% | −313−4.2% | 減碼 |
| TFB Advisors LLC | 7,000 | $46.5 萬 | 0.12% | 00.0% | 不變 |
| MQS Management LLC | 6,952 | $46.2 萬 | 0.25% | +61+0.9% | 加碼 |
| Quilter Plc | 6,886 | $45.8 萬 | 0.01% | −2,305−25.1% | 減碼 |
| MONECO Advisors, LLC | 6,877 | $45.7 萬 | 0.04% | +20.0% | 加碼 |
| Regions Financial Corp | 6,721 | $44.7 萬 | 0.00% | +1,479+28.2% | 加碼 |
| denkapparat Operations GmbH | 6,700 | $44.6 萬 | 0.36% | +6,700 | 新進 |
| Parsons Capital Management Inc | 6,667 | $44.3 萬 | 0.03% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,665 | $44.3 萬 | 0.03% | −317−4.5% | 減碼 |
| PDS Planning, Inc | 6,513 | $43.3 萬 | 0.03% | +234+3.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,463 | $42.9 萬 | 0.00% | −1,672−20.6% | 減碼 |
| West Family Investments, Inc. | 6,455 | $42.9 萬 | 0.11% | 00.0% | 不變 |
| CWM, LLC | 6,420 | $42.7 萬 | 0.00% | +1,396+27.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,408 | $42.6 萬 | 0.00% | −27,663−81.2% | 減碼 |
| Davidson Trust Co | 6,383 | $42.4 萬 | 0.20% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 6,334 | $42.1 萬 | 0.00% | −10.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 6,313 | $41.9 萬 | 0.00% | −6,594−51.1% | 減碼 |
| Argent Trust Co | 6,260 | $41.6 萬 | 0.02% | +803+14.7% | 加碼 |
| PFG Investments, LLC | 6,245 | $41.5 萬 | 0.02% | +124+2.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,229 | $41.4 萬 | 0.00% | −7,129−53.4% | 減碼 |
| Principal Street Partners, LLC | 6,056 | $40.2 萬 | 0.04% | +6,056 | 新進 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $40.1 萬 | 0.16% | 00.0% | 不變 |
| FreeGulliver LLC | 5,924 | $39.4 萬 | 0.18% | +52+0.9% | 加碼 |
| Balyasny Asset Management LLC | 5,897 | $39.2 萬 | 0.00% | +5,897 | 新進 |
| Running Point Capital Advisors, LLC | 5,901 | $39.2 萬 | 0.11% | −36−0.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $38.6 萬 | 0.01% | +35+0.6% | 加碼 |
| Baader Bank INC | 5,790 | $38.6 萬 | 0.03% | +5,790 | 新進 |
| Vontobel Holding Ltd. | 5,749 | $38.3 萬 | 0.00% | −40,178−87.5% | 減碼 |
| St Germain D J Co Inc | 5,747 | $38.2 萬 | 0.02% | +5,097+784.2% | 加碼 |
| K.J. Harrison & Partners Inc | 5,699 | $37.8 萬 | 0.06% | +1,109+24.2% | 加碼 |
| Pinnacle Associates Ltd | 5,658 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| HRT Financial LP | 5,598 | $37.1 萬 | 0.00% | +5,598 | 新進 |
| Long Run Wealth Advisors, LLC | 5,556 | $36.9 萬 | 0.08% | +47+0.9% | 加碼 |
| Midwest Trust Co | 5,556 | $36.9 萬 | 0.01% | +5,556 | 新進 |
| Colony Group, LLC | 5,451 | $36.2 萬 | 0.00% | +1,564+40.2% | 加碼 |
| Smithfield Trust Co | 5,394 | $35.8 萬 | 0.02% | −500−8.5% | 減碼 |
| Atomi Financial Group, Inc. | 5,151 | $34.2 萬 | 0.01% | +5,151 | 新進 |
| Rempart Asset Management Inc. | 5,135 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Ieq Capital, LLC | 5,017 | $33.3 萬 | 0.00% | +210+4.4% | 加碼 |
| CVA Family Office, LLC | 5,000 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $33.2 萬 | 0.13% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,985 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,961 | $33.0 萬 | 0.05% | −111−2.2% | 減碼 |
| First Affirmative Financial Network | 4,957 | $32.9 萬 | 0.17% | −227−4.4% | 減碼 |
| Fox Run Management, L.L.C. | 4,794 | $31.9 萬 | 0.05% | +4,794 | 新進 |
| Ritholtz Wealth Management | 4,777 | $31.7 萬 | 0.01% | −23−0.5% | 減碼 |
| Benjamin Edwards Inc | 4,542 | $30.2 萬 | 0.00% | −510−10.1% | 減碼 |
| Cozad Asset Management Inc | 4,383 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Capital City Trust Co | 4,379 | $29.1 萬 | 0.08% | −216−4.7% | 減碼 |
| Ronald Blue Trust, Inc. | 4,341 | $28.8 萬 | 0.00% | +904+26.3% | 加碼 |
| Pathway Financial Advisors LLC | 4,339 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Washington Trust Co | 4,318 | $28.7 萬 | 0.01% | −47−1.1% | 減碼 |
| Glenmede Investment Management, LP | 4,312 | $28.7 萬 | 0.00% | +4,312 | 新進 |
| NewEdge Wealth, LLC | 4,618 | $28.4 萬 | 0.00% | −21−0.5% | 減碼 |
| Villere St Denis J & Co LLC | 4,177 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Brighton Jones LLC | 4,131 | $27.4 萬 | 0.01% | −535−11.5% | 減碼 |
| Parallel Advisors, LLC | 4,125 | $27.4 萬 | 0.01% | +91+2.3% | 加碼 |
| EP Wealth Advisors, LLC | 4,122 | $27.4 萬 | 0.00% | +4,122 | 新進 |
| Ballast, Inc. | 4,083 | $27.1 萬 | 0.07% | 00.0% | 不變 |
| Grimes & Company, Inc. | 4,076 | $27.1 萬 | 0.01% | +46+1.1% | 加碼 |
| Natixis | 4,065 | $27.0 萬 | 0.00% | −68,315−94.4% | 減碼 |