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 4 季 13F 持有人
Sun Life Financial Inc 在 2025/12/31 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
- 440
- 較 2025 年第 3 季 +17 家
- 持有股數
- 2.51 億
- 較 2025 年第 3 季 +16.3 萬 (+0.1%)
- 總市值
- $157.5 億
- 較 2025 年第 3 季 +$6.53 億 (+4.3%)
- 新進機構
- 55
- 另有 146 家加碼
- 清倉機構
- 38
- 另有 142 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wyoming | 7,490 | $46.8 萬 | 0.05% | +3,450+85.4% | 加碼 |
| PFG Investments, LLC | 7,549 | $47.1 萬 | 0.02% | +793+11.7% | 加碼 |
| Advisory Services Network, LLC | 7,721 | $48.2 萬 | 0.01% | +63+0.8% | 加碼 |
| Global Retirement Partners, LLC | 7,806 | $48.7 萬 | 0.01% | +7,472+2,237.1% | 加碼 |
| Colony Group, LLC | 7,876 | $49.2 萬 | 0.00% | +2,616+49.7% | 加碼 |
| Am Investment Strategies LLC | 8,144 | $50.8 萬 | 0.11% | +18+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,319 | $51.9 萬 | 0.01% | +74+0.9% | 加碼 |
| Natixis | 8,395 | $52.4 萬 | 0.00% | −253−2.9% | 減碼 |
| Franklin Street Advisors Inc | 8,400 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| LGT Group Foundation | 8,493 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 8,557 | $53.4 萬 | 0.00% | −251−2.8% | 減碼 |
| Diversify Advisory Services, LLC | 8,580 | $53.9 萬 | 0.02% | +12+0.1% | 加碼 |
| Investment Research Partners LLC | 8,807 | $55.0 萬 | 0.24% | +62+0.7% | 加碼 |
| Claret Asset Management Corp | 8,807 | $55.0 萬 | 0.06% | −174−1.9% | 減碼 |
| Quilter Plc | 8,956 | $55.9 萬 | 0.01% | +2,070+30.1% | 加碼 |
| Plan A Wealth LLC | 9,079 | $56.7 萬 | 0.28% | +572+6.7% | 加碼 |
| Fifth Third Bancorp | 9,146 | $57.1 萬 | 0.00% | −840−8.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,617 | $60.1 萬 | 0.00% | +5+0.1% | 加碼 |
| Woodstock Corp | 9,647 | $60.2 萬 | 0.05% | 00.0% | 不變 |
| PDT Partners, LLC | 9,648 | $60.2 萬 | 0.04% | −34,368−78.1% | 減碼 |
| Aigen Investment Management, LP | 7,059 | $60.5 萬 | 0.14% | +7,059 | 新進 |
| Cigna Investments Inc | 10,015 | $62.6 萬 | 0.09% | −11−0.1% | 減碼 |
| Mercer Global Advisors Inc | 10,157 | $63.4 萬 | 0.00% | +486+5.0% | 加碼 |
| One Capital Management, LLC | 10,167 | $63.5 萬 | 0.02% | +10,167 | 新進 |
| Blair William & Co | 10,263 | $64.0 萬 | 0.00% | −3,977−27.9% | 減碼 |
| Lester Murray Antman dba SimplyRich | 10,505 | $65.5 萬 | 0.17% | +2,473+30.8% | 加碼 |
| Brown Advisory Inc | 10,568 | $65.9 萬 | 0.00% | +211+2.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $68.6 萬 | 0.02% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 11,037 | $68.9 萬 | 0.00% | −2,517−18.6% | 減碼 |
| Quantbot Technologies LP | 11,209 | $69.9 萬 | 0.02% | +7,056+169.9% | 加碼 |
| Walleye Capital LLC | 11,252 | $70.2 萬 | 0.00% | +11,252 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,401 | $71.1 萬 | 0.01% | +5,590+96.2% | 加碼 |
| Pathstone Holdings, LLC | 11,454 | $71.5 萬 | 0.00% | +463+4.2% | 加碼 |
| Vident Advisory, LLC | 11,460 | $71.5 萬 | 0.01% | −4,774−29.4% | 減碼 |
| Capital World Investors | 11,600 | $72.4 萬 | 0.00% | −22,933−66.4% | 減碼 |
| State Street Corp | 11,655 | $72.7 萬 | 0.00% | −27,443−70.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 11,750 | $73.4 萬 | 0.01% | +2,576+28.1% | 加碼 |
| Financial & Tax Architects, LLC | 12,280 | $76.6 萬 | 0.17% | +26+0.2% | 加碼 |
| Rathbone Brothers plc | 12,715 | $79.5 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 13,194 | $82.3 萬 | 0.00% | +1,973+17.6% | 加碼 |
| Syon Capital LLC | 13,205 | $82.4 萬 | 0.04% | +1,149+9.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 12,916 | $82.4 萬 | 0.00% | +222+1.7% | 加碼 |
| Independent Advisor Alliance | 13,280 | $82.9 萬 | 0.02% | +322+2.5% | 加碼 |
| Truist Financial Corp | 13,345 | $83.3 萬 | 0.00% | +1,092+8.9% | 加碼 |
| Janney Montgomery Scott LLC | 13,534 | $84.5 萬 | 0.00% | +2,526+22.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,602 | $84.9 萬 | 0.00% | +1,173+9.4% | 加碼 |
| US Bancorp | 13,643 | $85.1 萬 | 0.00% | +197+1.5% | 加碼 |
| Credit Agricole S A | 13,938 | $87.0 萬 | 0.00% | −398−2.8% | 減碼 |
| Evolve Private Wealth, LLC | 15,182 | $94.7 萬 | 0.06% | +15,182 | 新進 |
| UniSuper Management Pty Ltd | 11,200 | $96.0 萬 | 0.01% | +1,400+14.3% | 加碼 |
| HighPoint Advisor Group LLC | 15,931 | $99.4 萬 | 0.02% | +11,961+301.3% | 加碼 |
| Verdence Capital Advisors LLC | 16,356 | $102.1 萬 | 0.06% | +18+0.1% | 加碼 |
| Westerkirk Capital Inc. | 16,660 | $104.0 萬 | 0.10% | −14,600−46.7% | 減碼 |
| Vise Technologies, Inc. | 16,963 | $105.8 萬 | 0.02% | +2,427+16.7% | 加碼 |
| CI Private Wealth, LLC | 17,868 | $111.5 萬 | 0.00% | −191−1.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 18,438 | $115.1 萬 | 0.01% | +345+1.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 18,771 | $117.1 萬 | 0.06% | +5,891+45.7% | 加碼 |
| WCG Wealth Advisors LLC | 18,781 | $117.2 萬 | 0.03% | +18,781 | 新進 |
| Ameriprise Financial Inc | 14,696 | $118.5 萬 | 0.00% | −1,190−7.5% | 減碼 |
| HBK Sorce Advisory LLC | 18,254 | $119.0 萬 | 0.03% | −10−0.1% | 減碼 |
| Bleakley Financial Group, LLC | 19,165 | $119.6 萬 | 0.02% | +2,008+11.7% | 加碼 |
| Ieq Capital, LLC | 19,714 | $123.0 萬 | 0.00% | +5,156+35.4% | 加碼 |
| Captrust Financial Advisors | 19,814 | $123.6 萬 | 0.00% | −681−3.3% | 減碼 |
| Envestnet Asset Management Inc | 19,930 | $124.4 萬 | 0.00% | −561−2.7% | 減碼 |
| Mason & Associates Inc | 20,068 | $125.2 萬 | 0.24% | −1,932−8.8% | 減碼 |
| Kestra Advisory Services, LLC | 20,099 | $125.4 萬 | 0.01% | −26−0.1% | 減碼 |
| Brinker Capital Investments, LLC | 20,201 | $126.1 萬 | 0.01% | +1,361+7.2% | 加碼 |
| Hilltop National Bank | 20,239 | $126.3 萬 | 0.31% | 00.0% | 不變 |
| Old Port Advisors | 20,794 | $129.8 萬 | 0.32% | +2,122+11.4% | 加碼 |
| Acadian Asset Management LLC | 21,435 | $133.8 萬 | 0.00% | +8,600+67.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 21,576 | $134.6 萬 | 0.00% | −513−2.3% | 減碼 |
| Principal Financial Group Inc | 22,033 | $137.7 萬 | 0.00% | −1,700−7.2% | 減碼 |
| ASR Vermogensbeheer N.V. | 22,784 | $142.4 萬 | 0.02% | 00.0% | 不變 |
| Advisory Resource Group | 23,115 | $144.2 萬 | 0.25% | +1,041+4.7% | 加碼 |
| HighTower Advisors, LLC | 23,867 | $148.9 萬 | 0.00% | −164−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 24,374 | $152.3 萬 | 0.00% | −3,205−11.6% | 減碼 |
| Advisor Group Holdings, Inc. | 24,455 | $152.7 萬 | 0.00% | +1,011+4.3% | 加碼 |
| Pathway Financial Advisers, LLC | 24,517 | $153.0 萬 | 0.44% | −270−1.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 25,132 | $156.8 萬 | 0.00% | +3,307+15.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,412 | $158.6 萬 | 0.00% | +9,104+55.8% | 加碼 |
| Cerity Partners LLC | 26,291 | $164.1 萬 | 0.00% | +1,150+4.6% | 加碼 |
| Cidel Asset Management Inc | 26,589 | $166.2 萬 | 0.12% | −1,728−6.1% | 減碼 |
| Ensign Peak Advisors, Inc | 26,700 | $166.9 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 27,817 | $173.6 萬 | 0.03% | +25+0.1% | 加碼 |
| Quadrant Capital Group LLC | 27,841 | $173.7 萬 | 0.05% | −5,591−16.7% | 減碼 |
| Erste Asset Management GmbH | 27,800 | $174.4 萬 | 0.01% | −600−2.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,413 | $177.4 萬 | 0.06% | 00.0% | 不變 |
| M&T Bank Corp | 29,732 | $185.5 萬 | 0.01% | −16−0.1% | 減碼 |
| Laird Norton Trust Company, LLC | 30,098 | $187.8 萬 | 0.04% | +30,098 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 30,336 | $189.4 萬 | 0.08% | −106,303−77.8% | 減碼 |
| MidFirst Bank | 30,489 | $190.3 萬 | 0.15% | +30,489 | 新進 |
| Metis Global Partners, LLC | 30,928 | $193.1 萬 | 0.05% | −6,351−17.0% | 減碼 |
| JustInvest LLC | 31,809 | $198.5 萬 | 0.02% | +3,901+14.0% | 加碼 |
| XTX Topco Ltd | 32,256 | $201.3 萬 | 0.05% | −6,144−16.0% | 減碼 |
| Cardinal Point Capital Management, ULC | 33,241 | $207.8 萬 | 0.14% | +1,272+4.0% | 加碼 |
| V-Square Quantitative Management LLC | 25,422 | $217.8 萬 | 0.23% | +762+3.1% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $221.2 萬 | 0.05% | 00.0% | 不變 |
| Numerai GP LLC | 41,091 | $256.4 萬 | 0.31% | +41,091 | 新進 |
| Wells Fargo & Company | 42,442 | $265.1 萬 | 0.00% | +13,925+48.8% | 加碼 |
| Kraematon Investment Advisors, Inc | 42,820 | $267.2 萬 | 2.13% | −53−0.1% | 減碼 |