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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 13,194 | $82.3 萬 | 0.00% | +1,973+17.6% | 加碼 |
| Rathbone Brothers plc | 12,715 | $79.5 萬 | 0.00% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 12,280 | $76.6 萬 | 0.17% | +26+0.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 11,750 | $73.4 萬 | 0.01% | +2,576+28.1% | 加碼 |
| State Street Corp | 11,655 | $72.7 萬 | 0.00% | −27,443−70.2% | 減碼 |
| Capital World Investors | 11,600 | $72.4 萬 | 0.00% | −22,933−66.4% | 減碼 |
| Vident Advisory, LLC | 11,460 | $71.5 萬 | 0.01% | −4,774−29.4% | 減碼 |
| Pathstone Holdings, LLC | 11,454 | $71.5 萬 | 0.00% | +463+4.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,401 | $71.1 萬 | 0.01% | +5,590+96.2% | 加碼 |
| Walleye Capital LLC | 11,252 | $70.2 萬 | 0.00% | +11,252 | 新進 |
| Quantbot Technologies LP | 11,209 | $69.9 萬 | 0.02% | +7,056+169.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,037 | $68.9 萬 | 0.00% | −2,517−18.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $68.6 萬 | 0.02% | 00.0% | 不變 |
| Brown Advisory Inc | 10,568 | $65.9 萬 | 0.00% | +211+2.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 10,505 | $65.5 萬 | 0.17% | +2,473+30.8% | 加碼 |
| Blair William & Co | 10,263 | $64.0 萬 | 0.00% | −3,977−27.9% | 減碼 |
| One Capital Management, LLC | 10,167 | $63.5 萬 | 0.02% | +10,167 | 新進 |
| Mercer Global Advisors Inc | 10,157 | $63.4 萬 | 0.00% | +486+5.0% | 加碼 |
| Cigna Investments Inc | 10,015 | $62.6 萬 | 0.09% | −11−0.1% | 減碼 |
| Aigen Investment Management, LP | 7,059 | $60.5 萬 | 0.14% | +7,059 | 新進 |
| PDT Partners, LLC | 9,648 | $60.2 萬 | 0.04% | −34,368−78.1% | 減碼 |
| Woodstock Corp | 9,647 | $60.2 萬 | 0.05% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 9,617 | $60.1 萬 | 0.00% | +5+0.1% | 加碼 |
| Fifth Third Bancorp | 9,146 | $57.1 萬 | 0.00% | −840−8.4% | 減碼 |
| Plan A Wealth LLC | 9,079 | $56.7 萬 | 0.28% | +572+6.7% | 加碼 |
| Quilter Plc | 8,956 | $55.9 萬 | 0.01% | +2,070+30.1% | 加碼 |
| Claret Asset Management Corp | 8,807 | $55.0 萬 | 0.06% | −174−1.9% | 減碼 |
| Investment Research Partners LLC | 8,807 | $55.0 萬 | 0.24% | +62+0.7% | 加碼 |
| Diversify Advisory Services, LLC | 8,580 | $53.9 萬 | 0.02% | +12+0.1% | 加碼 |
| Lazard Asset Management LLC | 8,557 | $53.4 萬 | 0.00% | −251−2.8% | 減碼 |
| LGT Group Foundation | 8,493 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 8,400 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| Natixis | 8,395 | $52.4 萬 | 0.00% | −253−2.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 8,319 | $51.9 萬 | 0.01% | +74+0.9% | 加碼 |
| Am Investment Strategies LLC | 8,144 | $50.8 萬 | 0.11% | +18+0.2% | 加碼 |
| Colony Group, LLC | 7,876 | $49.2 萬 | 0.00% | +2,616+49.7% | 加碼 |
| Global Retirement Partners, LLC | 7,806 | $48.7 萬 | 0.01% | +7,472+2,237.1% | 加碼 |
| Advisory Services Network, LLC | 7,721 | $48.2 萬 | 0.01% | +63+0.8% | 加碼 |
| PFG Investments, LLC | 7,549 | $47.1 萬 | 0.02% | +793+11.7% | 加碼 |
| State of Wyoming | 7,490 | $46.8 萬 | 0.05% | +3,450+85.4% | 加碼 |
| Tacita Capital Inc | 7,172 | $44.8 萬 | 0.26% | +2,438+51.5% | 加碼 |
| CWM, LLC | 7,133 | $44.5 萬 | 0.00% | −1,453−16.9% | 減碼 |
| TFB Advisors LLC | 7,000 | $43.7 萬 | 0.12% | 00.0% | 不變 |
| Savant Capital, LLC | 6,915 | $43.2 萬 | 0.00% | −636−8.4% | 減碼 |
| Yousif Capital Management, LLC | 6,899 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| denkapparat Operations GmbH | 6,700 | $41.8 萬 | 0.23% | 00.0% | 不變 |
| Parsons Capital Management Inc | 6,667 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 6,604 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,542 | $40.8 萬 | 0.10% | 00.0% | 不變 |
| Cumberland Partners Ltd | 6,469 | $40.4 萬 | 0.02% | −209−3.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,441 | $40.2 萬 | 0.03% | −224−3.4% | 減碼 |
| PDS Planning, Inc | 6,433 | $40.1 萬 | 0.03% | +20.0% | 加碼 |
| Davidson Trust Co | 6,383 | $39.8 萬 | 0.17% | 00.0% | 不變 |
| Private Advisor Group, LLC | 6,130 | $38.2 萬 | 0.00% | +1,425+30.3% | 加碼 |
| Baird Financial Group, Inc. | 6,083 | $38.0 萬 | 0.00% | −10.0% | 減碼 |
| Xponance, Inc. | 6,055 | $37.8 萬 | 0.00% | +6,055 | 新進 |
| Alexander Labrunerie & Co., Inc. | 6,031 | $37.6 萬 | 0.14% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,958 | $37.2 萬 | 0.00% | +1,082+22.2% | 加碼 |
| Gotham Asset Management, LLC | 5,945 | $37.1 萬 | 0.00% | −2,397−28.7% | 減碼 |
| Argent Trust Co | 5,940 | $37.1 萬 | 0.01% | −320−5.1% | 減碼 |
| FreeGulliver LLC | 5,924 | $37.0 萬 | 0.17% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 5,901 | $36.8 萬 | 0.10% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,874 | $36.7 萬 | 0.00% | −2,287−28.0% | 減碼 |
| Atomi Financial Group, Inc. | 5,820 | $36.3 萬 | 0.01% | +663+12.9% | 加碼 |
| St Germain D J Co Inc | 5,747 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| Corient IA LLC | 5,710 | $35.6 萬 | 0.34% | +5,710 | 新進 |
| K.J. Harrison & Partners Inc | 5,682 | $35.5 萬 | 0.05% | −17−0.3% | 減碼 |
| Balyasny Asset Management LLC | 5,679 | $35.5 萬 | 0.00% | −18,464−76.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 5,651 | $35.3 萬 | 0.01% | +19+0.3% | 加碼 |
| Long Run Wealth Advisors, LLC | 5,627 | $35.1 萬 | 0.07% | +25+0.4% | 加碼 |
| Vontobel Holding Ltd. | 5,625 | $35.1 萬 | 0.00% | +325+6.1% | 加碼 |
| SEI Investments Co | 5,592 | $34.9 萬 | 0.00% | +864+18.3% | 加碼 |
| Pinnacle Associates Ltd | 5,483 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Prudential PLC | 5,420 | $33.8 萬 | 0.00% | −27,168−83.4% | 減碼 |
| Smithfield Trust Co | 5,394 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,385 | $33.6 萬 | 0.01% | −1,446−21.2% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $33.1 萬 | 0.01% | +3,320+167.6% | 加碼 |
| Benjamin Edwards Inc | 5,028 | $31.4 萬 | 0.00% | +460+10.1% | 加碼 |
| CVA Family Office, LLC | 5,000 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,985 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 4,955 | $31.0 萬 | 0.06% | −12−0.2% | 減碼 |
| Ethic Inc. | 4,821 | $30.1 萬 | 0.00% | +4,821 | 新進 |
| Ritholtz Wealth Management | 4,784 | $29.9 萬 | 0.01% | +39+0.8% | 加碼 |
| Valmark Advisers, Inc. | 4,614 | $28.8 萬 | 0.00% | +4,614 | 新進 |
| Rempart Asset Management Inc. | 4,535 | $28.3 萬 | 0.05% | +500+12.4% | 加碼 |
| Cozad Asset Management Inc | 4,468 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 4,339 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,425 | $27.6 萬 | 0.01% | +682+18.2% | 加碼 |
| Glenmede Trust Co NA | 4,300 | $26.8 萬 | 0.00% | +4,300 | 新進 |
| EP Wealth Advisors, LLC | 4,293 | $26.8 萬 | 0.00% | +4,293 | 新進 |
| Washington Trust Co | 4,230 | $26.4 萬 | 0.01% | −3−0.1% | 減碼 |
| NewEdge Wealth, LLC | 4,190 | $26.1 萬 | 0.00% | +109+2.7% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,121 | $26.1 萬 | 0.11% | +60+1.5% | 加碼 |
| Villere St Denis J & Co LLC | 4,177 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| Grimes & Company, Inc. | 4,136 | $25.8 萬 | 0.01% | +30+0.7% | 加碼 |
| Merit Financial Group, LLC | 4,119 | $25.7 萬 | 0.00% | +286+7.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,086 | $25.5 萬 | 0.02% | +20+0.5% | 加碼 |
| Ballast, Inc. | 4,083 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 4,056 | $25.3 萬 | 0.01% | −1,127−21.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $25.1 萬 | 0.04% | 00.0% | 不變 |