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 |
|---|---|---|---|---|---|
| US Bancorp | 13,446 | $80.7 萬 | 0.00% | −1,389−9.4% | 減碼 |
| Independent Advisor Alliance | 12,958 | $77.8 萬 | 0.02% | +30.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 12,880 | $77.3 萬 | 0.06% | +12,880 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 12,694 | $77.2 萬 | 0.00% | +2,250+21.5% | 加碼 |
| Acadian Asset Management LLC | 12,835 | $77.0 萬 | 0.00% | −13,465−51.2% | 減碼 |
| Rathbone Brothers plc | 12,715 | $76.4 萬 | 0.00% | +379+3.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,429 | $74.7 萬 | 0.00% | +6,200+99.5% | 加碼 |
| Financial & Tax Architects, LLC | 12,254 | $73.6 萬 | 0.16% | +12,254 | 新進 |
| Truist Financial Corp | 12,253 | $73.6 萬 | 0.00% | −6,943−36.2% | 減碼 |
| Syon Capital LLC | 12,056 | $72.4 萬 | 0.04% | +3,249+36.9% | 加碼 |
| Jones Financial Companies LLLP | 11,221 | $66.1 萬 | 0.00% | +2,001+21.7% | 加碼 |
| Janney Montgomery Scott LLC | 11,008 | $66.1 萬 | 0.00% | +380+3.6% | 加碼 |
| Pathstone Holdings, LLC | 10,991 | $66.0 萬 | 0.00% | −227−2.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Prudential Financial Inc | 10,801 | $64.9 萬 | 0.00% | +7,301+208.6% | 加碼 |
| Brown Advisory Inc | 10,357 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Cigna Investments Inc | 10,026 | $60.2 萬 | 0.09% | −309−3.0% | 減碼 |
| Fifth Third Bancorp | 9,986 | $59.9 萬 | 0.00% | −812−7.5% | 減碼 |
| FIL Ltd | 9,883 | $59.3 萬 | 0.00% | −298,609−96.8% | 減碼 |
| Mercer Global Advisors Inc | 9,671 | $58.1 萬 | 0.00% | +830+9.4% | 加碼 |
| Woodstock Corp | 9,647 | $57.9 萬 | 0.05% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 9,612 | $57.7 萬 | 0.00% | −325−3.3% | 減碼 |
| Graham Capital Management, L.P. | 9,565 | $57.4 萬 | 0.02% | +9,565 | 新進 |
| Compagnie Lombard Odier SCmA | 9,174 | $55.1 萬 | 0.01% | +9,174 | 新進 |
| Investment Research Partners LLC | 8,745 | $54.0 萬 | 0.24% | +8,745 | 新進 |
| Claret Asset Management Corp | 8,981 | $53.9 萬 | 0.06% | +471+5.5% | 加碼 |
| Lazard Asset Management LLC | 8,808 | $52.9 萬 | 0.00% | +8,428+2,217.9% | 加碼 |
| Diversify Advisory Services, LLC | 8,568 | $52.3 萬 | 0.02% | 00.0% | 不變 |
| Natixis | 8,648 | $51.9 萬 | 0.00% | +4,583+112.7% | 加碼 |
| CWM, LLC | 8,586 | $51.5 萬 | 0.00% | +2,166+33.7% | 加碼 |
| LGT Group Foundation | 8,493 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Plan A Wealth LLC | 8,507 | $51.1 萬 | 0.26% | +841+11.0% | 加碼 |
| Franklin Street Advisors Inc | 8,400 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 8,342 | $50.1 萬 | 0.00% | +8,342 | 新進 |
| Prime Capital Investment Advisors, LLC | 8,245 | $49.5 萬 | 0.01% | +54+0.7% | 加碼 |
| Toroso Investments, LLC | 8,161 | $49.0 萬 | 0.00% | +8,161 | 新進 |
| MQS Management LLC | 8,150 | $48.9 萬 | 0.29% | +1,198+17.2% | 加碼 |
| Am Investment Strategies LLC | 8,126 | $48.8 萬 | 0.11% | +17+0.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 8,032 | $48.2 萬 | 0.13% | +66+0.8% | 加碼 |
| Advisory Services Network, LLC | 7,658 | $46.0 萬 | 0.01% | +7,658 | 新進 |
| Savant Capital, LLC | 7,551 | $45.3 萬 | 0.00% | −2,382−24.0% | 減碼 |
| TFB Advisors LLC | 7,000 | $43.7 萬 | 0.13% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 6,899 | $41.4 萬 | 0.00% | −1,490−17.8% | 減碼 |
| Quilter Plc | 6,886 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 6,831 | $41.0 萬 | 0.01% | −274−3.9% | 減碼 |
| PFG Investments, LLC | 6,756 | $40.6 萬 | 0.02% | +511+8.2% | 加碼 |
| denkapparat Operations GmbH | 6,700 | $40.2 萬 | 0.26% | 00.0% | 不變 |
| Cumberland Partners Ltd | 6,678 | $40.1 萬 | 0.03% | −28,008−80.7% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,665 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Regions Financial Corp | 6,604 | $39.6 萬 | 0.00% | −117−1.7% | 減碼 |
| West Family Investments, Inc. | 6,542 | $39.3 萬 | 0.09% | +87+1.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 6,520 | $39.2 萬 | 0.22% | +3,070+89.0% | 加碼 |
| PDS Planning, Inc | 6,431 | $38.6 萬 | 0.03% | −82−1.3% | 減碼 |
| Davidson Trust Co | 6,383 | $38.3 萬 | 0.16% | 00.0% | 不變 |
| Argent Trust Co | 6,260 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 6,084 | $36.5 萬 | 0.00% | −250−3.9% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $36.2 萬 | 0.13% | 00.0% | 不變 |
| FreeGulliver LLC | 5,924 | $35.6 萬 | 0.16% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,901 | $35.4 萬 | 0.09% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| St Germain D J Co Inc | 5,747 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 5,699 | $34.3 萬 | 0.05% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 5,632 | $33.8 萬 | 0.01% | +2,222+65.2% | 加碼 |
| Long Run Wealth Advisors, LLC | 5,602 | $33.6 萬 | 0.07% | +46+0.8% | 加碼 |
| Pinnacle Associates Ltd | 5,483 | $32.9 萬 | 0.00% | −175−3.1% | 減碼 |
| Smithfield Trust Co | 5,394 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 5,300 | $31.8 萬 | 0.00% | −449−7.8% | 減碼 |
| Colony Group, LLC | 5,260 | $31.6 萬 | 0.00% | −191−3.5% | 減碼 |
| Atomi Financial Group, Inc. | 5,157 | $31.0 萬 | 0.01% | +6+0.1% | 加碼 |
| CAPROCK Group, Inc. | 5,183 | $30.6 萬 | 0.01% | +5,183 | 新進 |
| CVA Family Office, LLC | 5,000 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,985 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 4,967 | $29.8 萬 | 0.07% | +4,317+664.2% | 加碼 |
| First Affirmative Financial Network | 4,905 | $29.4 萬 | 0.14% | −52−1.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,876 | $29.3 萬 | 0.00% | +1,571+47.5% | 加碼 |
| Ritholtz Wealth Management | 4,745 | $28.5 萬 | 0.01% | −32−0.7% | 減碼 |
| Tacita Capital Inc | 4,734 | $28.4 萬 | 0.17% | +3,874+450.5% | 加碼 |
| SEI Investments Co | 4,728 | $28.4 萬 | 0.00% | −15,234−76.3% | 減碼 |
| Jain Global LLC | 4,710 | $28.3 萬 | 0.00% | +4,710 | 新進 |
| Private Advisor Group, LLC | 4,705 | $28.2 萬 | 0.00% | −6,165−56.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 4,700 | $28.2 萬 | 0.01% | −88,400−95.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,617 | $27.7 萬 | 0.01% | +4,617 | 新進 |
| Benjamin Edwards Inc | 4,568 | $27.4 萬 | 0.00% | +26+0.6% | 加碼 |
| Brighton Jones LLC | 4,544 | $27.3 萬 | 0.01% | +413+10.0% | 加碼 |
| Squarepoint Ops LLC | 4,544 | $27.3 萬 | 0.00% | +4,544 | 新進 |
| Cozad Asset Management Inc | 4,468 | $26.8 萬 | 0.02% | +85+1.9% | 加碼 |
| Capital City Trust Co | 4,379 | $26.3 萬 | 0.06% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,317 | $25.9 萬 | 0.00% | +4,317 | 新進 |
| Glenmede Investment Management, LP | 4,314 | $25.9 萬 | 0.00% | +20.0% | 加碼 |
| Washington Trust Co | 4,233 | $25.4 萬 | 0.01% | −85−2.0% | 減碼 |
| NewEdge Wealth, LLC | 4,081 | $25.2 萬 | 0.00% | −537−11.6% | 減碼 |
| Villere St Denis J & Co LLC | 4,177 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,153 | $24.9 萬 | 0.01% | +4,153 | 新進 |
| Grimes & Company, Inc. | 4,106 | $24.6 萬 | 0.01% | +30+0.7% | 加碼 |
| Ballast, Inc. | 4,083 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 4,066 | $24.4 萬 | 0.02% | +8+0.2% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $24.4 萬 | 0.10% | 00.0% | 不變 |
| State of Wyoming | 4,040 | $24.3 萬 | 0.03% | +3,149+353.4% | 加碼 |