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 3 季 13F 持有人
Sun Life Financial Inc 在 2025/9/30 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
- 432
- 較 2025 年第 2 季 −6 家
- 持有股數
- 2.51 億
- 較 2025 年第 2 季 −905.6 萬 (−3.5%)
- 總市值
- $151.2 億
- 較 2025 年第 2 季 −$22.0 億 (−12.7%)
- 新進機構
- 43
- 另有 148 家加碼
- 清倉機構
- 49
- 另有 141 家減碼
另有 9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 8,507 | $51.1 萬 | 0.26% | +841+11.0% | 加碼 |
| LGT Group Foundation | 8,493 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 8,586 | $51.5 萬 | 0.00% | +2,166+33.7% | 加碼 |
| Natixis | 8,648 | $51.9 萬 | 0.00% | +4,583+112.7% | 加碼 |
| Diversify Advisory Services, LLC | 8,568 | $52.3 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 8,808 | $52.9 萬 | 0.00% | +8,428+2,217.9% | 加碼 |
| Claret Asset Management Corp | 8,981 | $53.9 萬 | 0.06% | +471+5.5% | 加碼 |
| Investment Research Partners LLC | 8,745 | $54.0 萬 | 0.24% | +8,745 | 新進 |
| Compagnie Lombard Odier SCmA | 9,174 | $55.1 萬 | 0.01% | +9,174 | 新進 |
| Graham Capital Management, L.P. | 9,565 | $57.4 萬 | 0.02% | +9,565 | 新進 |
| Candriam Luxembourg S.C.A. | 9,612 | $57.7 萬 | 0.00% | −325−3.3% | 減碼 |
| Woodstock Corp | 9,647 | $57.9 萬 | 0.05% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,671 | $58.1 萬 | 0.00% | +830+9.4% | 加碼 |
| FIL Ltd | 9,883 | $59.3 萬 | 0.00% | −298,609−96.8% | 減碼 |
| Fifth Third Bancorp | 9,986 | $59.9 萬 | 0.00% | −812−7.5% | 減碼 |
| Cigna Investments Inc | 10,026 | $60.2 萬 | 0.09% | −309−3.0% | 減碼 |
| Brown Advisory Inc | 10,357 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 10,801 | $64.9 萬 | 0.00% | +7,301+208.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 10,991 | $66.0 萬 | 0.00% | −227−2.0% | 減碼 |
| Janney Montgomery Scott LLC | 11,008 | $66.1 萬 | 0.00% | +380+3.6% | 加碼 |
| Jones Financial Companies LLLP | 11,221 | $66.1 萬 | 0.00% | +2,001+21.7% | 加碼 |
| Syon Capital LLC | 12,056 | $72.4 萬 | 0.04% | +3,249+36.9% | 加碼 |
| Truist Financial Corp | 12,253 | $73.6 萬 | 0.00% | −6,943−36.2% | 減碼 |
| Financial & Tax Architects, LLC | 12,254 | $73.6 萬 | 0.16% | +12,254 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,429 | $74.7 萬 | 0.00% | +6,200+99.5% | 加碼 |
| Rathbone Brothers plc | 12,715 | $76.4 萬 | 0.00% | +379+3.1% | 加碼 |
| Acadian Asset Management LLC | 12,835 | $77.0 萬 | 0.00% | −13,465−51.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,694 | $77.2 萬 | 0.00% | +2,250+21.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 12,880 | $77.3 萬 | 0.06% | +12,880 | 新進 |
| Independent Advisor Alliance | 12,958 | $77.8 萬 | 0.02% | +30.0% | 加碼 |
| US Bancorp | 13,446 | $80.7 萬 | 0.00% | −1,389−9.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 13,554 | $81.4 萬 | 0.00% | +7,146+111.5% | 加碼 |
| UniSuper Management Pty Ltd | 9,800 | $81.9 萬 | 0.01% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 14,025 | $84.2 萬 | 0.00% | −197,450−93.4% | 減碼 |
| AQR Capital Management LLC | 14,183 | $85.1 萬 | 0.00% | −3,266−18.7% | 減碼 |
| Blair William & Co | 14,240 | $85.5 萬 | 0.00% | −71−0.5% | 減碼 |
| Credit Agricole S A | 14,336 | $86.1 萬 | 0.00% | +14,336 | 新進 |
| Vise Technologies, Inc. | 14,536 | $87.3 萬 | 0.03% | +607+4.4% | 加碼 |
| Ieq Capital, LLC | 14,558 | $87.4 萬 | 0.00% | +9,541+190.2% | 加碼 |
| Vident Advisory, LLC | 16,234 | $97.5 萬 | 0.01% | −21,707−57.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,308 | $97.9 萬 | 0.00% | +4,432+37.3% | 加碼 |
| FJ Capital Management LLC | 16,324 | $98.0 萬 | 0.11% | +16,324 | 新進 |
| Verdence Capital Advisors LLC | 16,338 | $101.8 萬 | 0.06% | +4,516+38.2% | 加碼 |
| Bleakley Financial Group, LLC | 17,157 | $103.0 萬 | 0.02% | +1,910+12.5% | 加碼 |
| CI Private Wealth, LLC | 18,059 | $108.4 萬 | 0.00% | +2,314+14.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 18,093 | $108.6 萬 | 0.01% | −1,225−6.3% | 減碼 |
| Old Port Advisors | 18,672 | $112.1 萬 | 0.28% | +6,305+51.0% | 加碼 |
| Brinker Capital Investments, LLC | 18,840 | $113.1 萬 | 0.01% | +1,364+7.8% | 加碼 |
| HBK Sorce Advisory LLC | 18,264 | $113.5 萬 | 0.03% | +37+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 20,125 | $120.8 萬 | 0.01% | −132−0.7% | 減碼 |
| Hilltop National Bank | 20,239 | $121.5 萬 | 0.30% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 20,259 | $121.6 萬 | 0.05% | −441−2.1% | 減碼 |
| Envestnet Asset Management Inc | 20,491 | $123.0 萬 | 0.00% | −3,981−16.3% | 減碼 |
| Captrust Financial Advisors | 20,495 | $123.0 萬 | 0.00% | +20.0% | 加碼 |
| Jane Street Group, LLC | 20,541 | $123.3 萬 | 0.00% | −1,374−6.3% | 減碼 |
| Intech Investment Management LLC | 20,536 | $123.3 萬 | 0.01% | −3,226−13.6% | 減碼 |
| Investment Management Corp of Ontario | 20,797 | $124.8 萬 | 0.02% | −13,500−39.4% | 減碼 |
| Ameriprise Financial Inc | 15,886 | $125.1 萬 | 0.00% | −44−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 21,825 | $131.0 萬 | 0.00% | −998−4.4% | 減碼 |
| Mason & Associates Inc | 22,000 | $132.1 萬 | 0.27% | 00.0% | 不變 |
| Advisory Resource Group | 22,074 | $132.5 萬 | 0.24% | +2,671+13.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,089 | $132.6 萬 | 0.00% | +711+3.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 22,784 | $136.8 萬 | 0.02% | +368+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 23,444 | $138.4 萬 | 0.00% | +1,342+6.1% | 加碼 |
| Shell Asset Management Co | 23,485 | $141.1 萬 | 0.14% | −13,187−36.0% | 減碼 |
| Principal Financial Group Inc | 23,733 | $142.5 萬 | 0.00% | −1,800−7.0% | 減碼 |
| HighTower Advisors, LLC | 24,031 | $144.3 萬 | 0.00% | +5,341+28.6% | 加碼 |
| Balyasny Asset Management LLC | 24,143 | $144.9 萬 | 0.00% | +18,246+309.4% | 加碼 |
| Pathway Financial Advisers, LLC | 24,787 | $148.5 萬 | 0.43% | −1,795−6.8% | 減碼 |
| Cerity Partners LLC | 25,141 | $150.9 萬 | 0.00% | −90−0.4% | 減碼 |
| PCJ Investment Counsel Ltd. | 25,730 | $154.5 萬 | 0.43% | −8,560−25.0% | 減碼 |
| Ensign Peak Advisors, Inc | 26,700 | $160.4 萬 | 0.00% | −11,800−30.6% | 減碼 |
| Barclays PLC | 26,756 | $160.6 萬 | 0.00% | +123+0.5% | 加碼 |
| Assenagon Asset Management S.A. | 27,579 | $165.6 萬 | 0.00% | +1,091+4.1% | 加碼 |
| Signaturefd, LLC | 27,792 | $166.8 萬 | 0.03% | +91+0.3% | 加碼 |
| JustInvest LLC | 27,908 | $167.5 萬 | 0.02% | −2,533−8.3% | 減碼 |
| Erste Asset Management GmbH | 28,400 | $168.8 萬 | 0.02% | −5,693−16.7% | 減碼 |
| Cidel Asset Management Inc | 28,317 | $170.1 萬 | 0.10% | +1,251+4.6% | 加碼 |
| Wells Fargo & Company | 28,517 | $171.2 萬 | 0.00% | +6,639+30.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,630 | $171.9 萬 | 0.05% | +28,630 | 新進 |
| M&T Bank Corp | 29,748 | $178.6 萬 | 0.01% | −40.0% | 減碼 |
| Westerkirk Capital Inc. | 31,260 | $187.7 萬 | 0.21% | −3,800−10.8% | 減碼 |
| Cardinal Point Capital Management, ULC | 31,969 | $191.9 萬 | 0.13% | −2,500−7.3% | 減碼 |
| Prudential PLC | 32,588 | $195.6 萬 | 0.01% | +7,969+32.4% | 加碼 |
| Quadrant Capital Group LLC | 33,432 | $200.7 萬 | 0.07% | −1,486−4.3% | 減碼 |
| V-Square Quantitative Management LLC | 24,660 | $206.1 萬 | 0.35% | −206−0.8% | 減碼 |
| Capital World Investors | 34,533 | $207.4 萬 | 0.00% | +9,805+39.7% | 加碼 |
| HAP Trading, LLC | 25,000 | $208.9 萬 | 0.58% | +25,000 | 新進 |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $211.7 萬 | 0.05% | +35,254 | 新進 |
| Metis Global Partners, LLC | 37,279 | $223.9 萬 | 0.05% | −904−2.4% | 減碼 |
| XTX Topco Ltd | 38,400 | $230.5 萬 | 0.12% | +38,400 | 新進 |
| Achmea Investment Management B.V. | 38,975 | $234.1 萬 | 0.03% | +38,975 | 新進 |
| State Street Corp | 39,098 | $234.7 萬 | 0.00% | −411−1.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,413 | $237.4 萬 | 0.08% | −773−2.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 42,873 | $257.4 萬 | 2.20% | +96+0.2% | 加碼 |
| Gold Investment Management Ltd. | 42,868 | $257.5 萬 | 0.87% | +1,917+4.7% | 加碼 |
| Mariner, LLC | 43,309 | $260.0 萬 | 0.00% | −6,823−13.6% | 減碼 |
| Public Employees Retirement System of Ohio | 43,943 | $264.0 萬 | 0.01% | −551−1.2% | 減碼 |
| PDT Partners, LLC | 44,016 | $264.2 萬 | 0.17% | +44,016 | 新進 |