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。
2026 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2026/3/31 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
- 451
- 較 2025 年第 4 季 +20 家
- 持有股數
- 2.49 億
- 較 2025 年第 4 季 +3,040 萬 (+13.9%)
- 總市值
- $156.0 億
- 較 2025 年第 4 季 +$18.9 億 (+13.8%)
- 新進機構
- 50
- 另有 177 家加碼
- 清倉機構
- 30
- 另有 116 家減碼
另有 9 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 7,131 | $44.6 萬 | 0.00% | +7,131 | 新進 |
| Tacita Capital Inc | 7,263 | $45.4 萬 | 0.27% | +91+1.3% | 加碼 |
| PFG Investments, LLC | 7,284 | $45.6 萬 | 0.02% | −265−3.5% | 減碼 |
| Capstone Investment Advisors, LLC | 7,298 | $45.7 萬 | 0.00% | +7,298 | 新進 |
| Fideuram Asset Management (Ireland) dac | 5,282 | $46.2 萬 | 0.06% | +5,282 | 新進 |
| Atomi Financial Group, Inc. | 7,800 | $48.8 萬 | 0.02% | +1,980+34.0% | 加碼 |
| Private Advisor Group, LLC | 7,861 | $49.2 萬 | 0.00% | +1,731+28.2% | 加碼 |
| Advisory Services Network, LLC | 7,864 | $49.2 萬 | 0.01% | +143+1.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 7,942 | $49.7 萬 | 0.00% | +1,984+33.3% | 加碼 |
| Blair William & Co | 8,142 | $50.9 萬 | 0.00% | −2,121−20.7% | 減碼 |
| Am Investment Strategies LLC | 8,163 | $51.1 萬 | 0.11% | +19+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,270 | $51.7 萬 | 0.01% | −49−0.6% | 減碼 |
| 111 Capital | 8,408 | $52.7 萬 | 0.13% | +8,408 | 新進 |
| LGT Group Foundation | 8,493 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 8,525 | $53.3 萬 | 0.00% | +4,661+120.6% | 加碼 |
| Toroso Investments, LLC | 8,557 | $53.5 萬 | 0.00% | +2,683+45.7% | 加碼 |
| Acadian Asset Management LLC | 8,900 | $55.4 萬 | 0.00% | −12,535−58.5% | 減碼 |
| Financial & Tax Architects, LLC | 8,982 | $56.2 萬 | 0.13% | −3,298−26.9% | 減碼 |
| Fifth Third Bancorp | 9,095 | $56.9 萬 | 0.00% | −51−0.6% | 減碼 |
| Investment Research Partners LLC | 9,487 | $59.4 萬 | 0.24% | +680+7.7% | 加碼 |
| Plan A Wealth LLC | 9,626 | $60.2 萬 | 0.29% | +547+6.0% | 加碼 |
| Woodstock Corp | 9,647 | $60.4 萬 | 0.05% | 00.0% | 不變 |
| PDT Partners, LLC | 9,648 | $60.4 萬 | 0.04% | 00.0% | 不變 |
| Ritholtz Wealth Management | 9,664 | $60.5 萬 | 0.01% | +4,880+102.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 9,794 | $61.2 萬 | 0.00% | +177+1.8% | 加碼 |
| Cigna Investments Inc | 10,015 | $62.5 萬 | 0.10% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 8,996 | $63.4 萬 | 0.01% | +8,996 | 新進 |
| One Capital Management, LLC | 10,192 | $63.7 萬 | 0.02% | +25+0.2% | 加碼 |
| Claret Asset Management Corp | 10,175 | $63.7 萬 | 0.08% | +1,368+15.5% | 加碼 |
| Brevan Howard Capital Management LP | 10,476 | $65.5 萬 | 0.01% | +10,476 | 新進 |
| Lester Murray Antman dba SimplyRich | 10,505 | $65.7 萬 | 0.17% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 10,586 | $66.2 萬 | 0.00% | +4,641+78.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,659 | $66.8 萬 | 0.03% | −19,677−64.9% | 減碼 |
| Plato Investment Management Ltd | 10,716 | $66.9 萬 | 0.04% | +10,716 | 新進 |
| NorthCrest Asset Manangement, LLC | 10,801 | $68.7 萬 | 0.02% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 11,179 | $69.9 萬 | 0.00% | +142+1.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 21,973 | $71.1 萬 | 0.00% | +9,057+70.1% | 加碼 |
| State Street Corp | 11,592 | $72.5 萬 | 0.00% | −63−0.5% | 減碼 |
| Capital World Investors | 11,600 | $72.7 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 11,662 | $74.6 萬 | 0.00% | +3,786+48.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,987 | $75.0 萬 | 0.01% | +586+5.1% | 加碼 |
| Quilter Plc | 8,841 | $77.0 萬 | 0.01% | −115−1.3% | 減碼 |
| Brown Advisory Inc | 12,619 | $78.9 萬 | 0.00% | +2,051+19.4% | 加碼 |
| JCP Investment Management, LLC | 12,762 | $79.8 萬 | 0.53% | +12,762 | 新進 |
| Rathbone Brothers plc | 12,950 | $80.9 萬 | 0.00% | +235+1.8% | 加碼 |
| Syon Capital LLC | 13,067 | $81.7 萬 | 0.04% | −138−1.0% | 減碼 |
| Independent Advisor Alliance | 13,224 | $82.7 萬 | 0.01% | −56−0.4% | 減碼 |
| Truist Financial Corp | 13,691 | $85.7 萬 | 0.00% | +346+2.6% | 加碼 |
| Janney Montgomery Scott LLC | 13,939 | $87.2 萬 | 0.00% | +405+3.0% | 加碼 |
| Credit Agricole S A | 14,080 | $88.1 萬 | 0.00% | +142+1.0% | 加碼 |
| US Bancorp | 14,192 | $88.8 萬 | 0.00% | +549+4.0% | 加碼 |
| Savant Capital, LLC | 14,996 | $93.8 萬 | 0.00% | +8,081+116.9% | 加碼 |
| Pathstone Holdings, LLC | 15,194 | $95.0 萬 | 0.00% | +3,740+32.7% | 加碼 |
| UniSuper Management Pty Ltd | 11,200 | $97.6 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 15,711 | $98.3 萬 | 0.00% | −9,701−38.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 15,811 | $98.7 萬 | 0.01% | +4,061+34.6% | 加碼 |
| Evolve Private Wealth, LLC | 16,099 | $100.7 萬 | 0.05% | +917+6.0% | 加碼 |
| Jones Financial Companies LLLP | 16,515 | $101.4 萬 | 0.00% | +3,321+25.2% | 加碼 |
| CI Private Wealth, LLC | 16,358 | $101.7 萬 | 0.00% | −1,510−8.5% | 減碼 |
| Verdence Capital Advisors LLC | 16,333 | $102.2 萬 | 0.06% | −23−0.1% | 減碼 |
| Hilltop National Bank | 16,577 | $103.7 萬 | 0.25% | −3,662−18.1% | 減碼 |
| WCG Wealth Advisors LLC | 16,661 | $104.2 萬 | 0.03% | −2,120−11.3% | 減碼 |
| Vise Technologies, Inc. | 16,963 | $105.8 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 17,401 | $108.9 萬 | 0.00% | +7,244+71.3% | 加碼 |
| Westerkirk Capital Inc. | 17,460 | $109.2 萬 | 0.12% | +800+4.8% | 加碼 |
| Envestnet Asset Management Inc | 18,281 | $114.4 萬 | 0.00% | −1,649−8.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 18,428 | $115.3 萬 | 0.01% | −10−0.1% | 減碼 |
| Numerai GP LLC | 18,805 | $117.6 萬 | 0.12% | −22,286−54.2% | 減碼 |
| Mason & Associates Inc | 20,068 | $124.3 萬 | 0.24% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,248 | $126.4 萬 | 0.00% | +6,646+48.9% | 加碼 |
| HBK Sorce Advisory LLC | 18,308 | $128.3 萬 | 0.03% | +54+0.3% | 加碼 |
| Ieq Capital, LLC | 21,011 | $131.4 萬 | 0.01% | +1,297+6.6% | 加碼 |
| Kestra Advisory Services, LLC | 21,096 | $132.0 萬 | 0.00% | +997+5.0% | 加碼 |
| Empowered Funds, LLC | 21,397 | $133.9 萬 | 0.01% | +21,397 | 新進 |
| Ensign Peak Advisors, Inc | 21,800 | $136.1 萬 | 0.00% | −4,900−18.4% | 減碼 |
| Brinker Capital Investments, LLC | 21,871 | $136.8 萬 | 0.01% | +1,670+8.3% | 加碼 |
| Advisor Group Holdings, Inc. | 21,941 | $137.4 萬 | 0.00% | −2,514−10.3% | 減碼 |
| ASR Vermogensbeheer N.V. | 22,084 | $137.9 萬 | 0.02% | −700−3.1% | 減碼 |
| Bleakley Financial Group, LLC | 22,141 | $138.5 萬 | 0.02% | +2,976+15.5% | 加碼 |
| Advisory Resource Group | 22,834 | $142.8 萬 | 0.25% | −281−1.2% | 減碼 |
| HighTower Advisors, LLC | 23,717 | $148.4 萬 | 0.00% | −150−0.6% | 減碼 |
| Old Port Advisors | 24,190 | $151.3 萬 | 0.35% | +3,396+16.3% | 加碼 |
| Quadrant Capital Group LLC | 24,280 | $151.9 萬 | 0.05% | −3,561−12.8% | 減碼 |
| Assenagon Asset Management S.A. | 24,766 | $154.7 萬 | 0.00% | +392+1.6% | 加碼 |
| Cidel Asset Management Inc | 24,773 | $154.7 萬 | 0.08% | −1,816−6.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 24,935 | $156.0 萬 | 0.00% | −197−0.8% | 減碼 |
| Pathway Financial Advisers, LLC | 25,602 | $160.2 萬 | 0.45% | +1,085+4.4% | 加碼 |
| Erste Asset Management GmbH | 27,200 | $168.2 萬 | 0.02% | −600−2.2% | 減碼 |
| Lazard Asset Management LLC | 27,805 | $174.2 萬 | 0.00% | +19,248+224.9% | 加碼 |
| Signaturefd, LLC | 28,040 | $175.4 萬 | 0.03% | +223+0.8% | 加碼 |
| Metis Global Partners, LLC | 28,234 | $176.3 萬 | 0.04% | −2,694−8.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 28,250 | $176.7 萬 | 0.01% | −71,471−71.7% | 減碼 |
| M&T Bank Corp | 28,782 | $180.1 萬 | 0.01% | −950−3.2% | 減碼 |
| Laird Norton Trust Company, LLC | 29,673 | $185.6 萬 | 0.04% | −425−1.4% | 減碼 |
| JustInvest LLC | 30,229 | $189.1 萬 | 0.02% | −1,580−5.0% | 減碼 |
| MidFirst Bank | 30,622 | $191.6 萬 | 0.16% | +133+0.4% | 加碼 |
| Ameriprise Financial Inc | 23,690 | $197.0 萬 | 0.00% | +8,994+61.2% | 加碼 |
| Osmosis Investment Management UK Ltd | 33,552 | $209.5 萬 | 0.06% | −16,417−32.9% | 減碼 |
| Cardinal Point Capital Management, ULC | 33,731 | $210.9 萬 | 0.13% | +490+1.5% | 加碼 |
| Cerity Partners LLC | 34,858 | $218.1 萬 | 0.00% | +8,567+32.6% | 加碼 |