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 |
|---|---|---|---|---|---|
| US Bancorp | 14,192 | $88.8 萬 | 0.00% | +549+4.0% | 加碼 |
| Credit Agricole S A | 14,080 | $88.1 萬 | 0.00% | +142+1.0% | 加碼 |
| Janney Montgomery Scott LLC | 13,939 | $87.2 萬 | 0.00% | +405+3.0% | 加碼 |
| Truist Financial Corp | 13,691 | $85.7 萬 | 0.00% | +346+2.6% | 加碼 |
| Independent Advisor Alliance | 13,224 | $82.7 萬 | 0.01% | −56−0.4% | 減碼 |
| Syon Capital LLC | 13,067 | $81.7 萬 | 0.04% | −138−1.0% | 減碼 |
| Rathbone Brothers plc | 12,950 | $80.9 萬 | 0.00% | +235+1.8% | 加碼 |
| JCP Investment Management, LLC | 12,762 | $79.8 萬 | 0.53% | +12,762 | 新進 |
| Brown Advisory Inc | 12,619 | $78.9 萬 | 0.00% | +2,051+19.4% | 加碼 |
| Quilter Plc | 8,841 | $77.0 萬 | 0.01% | −115−1.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,987 | $75.0 萬 | 0.01% | +586+5.1% | 加碼 |
| Colony Group, LLC | 11,662 | $74.6 萬 | 0.00% | +3,786+48.1% | 加碼 |
| Capital World Investors | 11,600 | $72.7 萬 | 0.00% | 00.0% | 不變 |
| State Street Corp | 11,592 | $72.5 萬 | 0.00% | −63−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,973 | $71.1 萬 | 0.00% | +9,057+70.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,179 | $69.9 萬 | 0.00% | +142+1.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $68.7 萬 | 0.02% | 00.0% | 不變 |
| Plato Investment Management Ltd | 10,716 | $66.9 萬 | 0.04% | +10,716 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 10,659 | $66.8 萬 | 0.03% | −19,677−64.9% | 減碼 |
| Gotham Asset Management, LLC | 10,586 | $66.2 萬 | 0.00% | +4,641+78.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 10,505 | $65.7 萬 | 0.17% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 10,476 | $65.5 萬 | 0.01% | +10,476 | 新進 |
| Claret Asset Management Corp | 10,175 | $63.7 萬 | 0.08% | +1,368+15.5% | 加碼 |
| One Capital Management, LLC | 10,192 | $63.7 萬 | 0.02% | +25+0.2% | 加碼 |
| Diversify Wealth Management, LLC | 8,996 | $63.4 萬 | 0.01% | +8,996 | 新進 |
| Cigna Investments Inc | 10,015 | $62.5 萬 | 0.10% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 9,794 | $61.2 萬 | 0.00% | +177+1.8% | 加碼 |
| Ritholtz Wealth Management | 9,664 | $60.5 萬 | 0.01% | +4,880+102.0% | 加碼 |
| PDT Partners, LLC | 9,648 | $60.4 萬 | 0.04% | 00.0% | 不變 |
| Woodstock Corp | 9,647 | $60.4 萬 | 0.05% | 00.0% | 不變 |
| Plan A Wealth LLC | 9,626 | $60.2 萬 | 0.29% | +547+6.0% | 加碼 |
| Investment Research Partners LLC | 9,487 | $59.4 萬 | 0.24% | +680+7.7% | 加碼 |
| Fifth Third Bancorp | 9,095 | $56.9 萬 | 0.00% | −51−0.6% | 減碼 |
| Financial & Tax Architects, LLC | 8,982 | $56.2 萬 | 0.13% | −3,298−26.9% | 減碼 |
| Acadian Asset Management LLC | 8,900 | $55.4 萬 | 0.00% | −12,535−58.5% | 減碼 |
| Toroso Investments, LLC | 8,557 | $53.5 萬 | 0.00% | +2,683+45.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,525 | $53.3 萬 | 0.00% | +4,661+120.6% | 加碼 |
| LGT Group Foundation | 8,493 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| 111 Capital | 8,408 | $52.7 萬 | 0.13% | +8,408 | 新進 |
| Prime Capital Investment Advisors, LLC | 8,270 | $51.7 萬 | 0.01% | −49−0.6% | 減碼 |
| Am Investment Strategies LLC | 8,163 | $51.1 萬 | 0.11% | +19+0.2% | 加碼 |
| Blair William & Co | 8,142 | $50.9 萬 | 0.00% | −2,121−20.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,942 | $49.7 萬 | 0.00% | +1,984+33.3% | 加碼 |
| Advisory Services Network, LLC | 7,864 | $49.2 萬 | 0.01% | +143+1.9% | 加碼 |
| Private Advisor Group, LLC | 7,861 | $49.2 萬 | 0.00% | +1,731+28.2% | 加碼 |
| Atomi Financial Group, Inc. | 7,800 | $48.8 萬 | 0.02% | +1,980+34.0% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 5,282 | $46.2 萬 | 0.06% | +5,282 | 新進 |
| Capstone Investment Advisors, LLC | 7,298 | $45.7 萬 | 0.00% | +7,298 | 新進 |
| PFG Investments, LLC | 7,284 | $45.6 萬 | 0.02% | −265−3.5% | 減碼 |
| Tacita Capital Inc | 7,263 | $45.4 萬 | 0.27% | +91+1.3% | 加碼 |
| Warren Averett Asset Management, LLC | 7,131 | $44.6 萬 | 0.00% | +7,131 | 新進 |
| Natixis | 7,097 | $44.4 萬 | 0.00% | −1,298−15.5% | 減碼 |
| Yousif Capital Management, LLC | 6,899 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 6,898 | $43.2 萬 | 0.01% | +2,077+43.1% | 加碼 |
| CAPROCK Group, Inc. | 6,821 | $42.7 萬 | 0.01% | +2,765+68.2% | 加碼 |
| denkapparat Operations GmbH | 6,700 | $42.0 萬 | 0.17% | 00.0% | 不變 |
| Cumberland Partners Ltd | 6,678 | $41.8 萬 | 0.03% | +209+3.2% | 加碼 |
| Parsons Capital Management Inc | 6,667 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,146 | $41.4 萬 | 0.00% | +3,297+85.7% | 加碼 |
| Regions Financial Corp | 6,604 | $41.3 萬 | 0.00% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,455 | $40.4 萬 | 0.14% | −87−1.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,441 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Davidson Trust Co | 6,383 | $39.9 萬 | 0.17% | 00.0% | 不變 |
| PDS Planning, Inc | 6,340 | $39.7 萬 | 0.03% | −93−1.4% | 減碼 |
| CWM, LLC | 6,126 | $38.3 萬 | 0.00% | −1,007−14.1% | 減碼 |
| Millennium Management LLC | 6,097 | $38.1 萬 | 0.00% | −349,193−98.3% | 減碼 |
| Baird Financial Group, Inc. | 6,084 | $38.1 萬 | 0.00% | +10.0% | 加碼 |
| Summerhill Capital Management lnc. | 6,081 | $38.0 萬 | 0.33% | +6,081 | 新進 |
| Alexander Labrunerie & Co., Inc. | 6,009 | $37.6 萬 | 0.14% | −22−0.4% | 減碼 |
| Argent Trust Co | 5,940 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| FreeGulliver LLC | 5,924 | $37.1 萬 | 0.16% | 00.0% | 不變 |
| SEI Investments Co | 5,788 | $36.2 萬 | 0.00% | +196+3.5% | 加碼 |
| St Germain D J Co Inc | 5,747 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 5,745 | $35.9 萬 | 0.06% | +63+1.1% | 加碼 |
| Evergreen Capital Management LLC | 5,728 | $35.8 萬 | 0.01% | +343+6.4% | 加碼 |
| Vontobel Holding Ltd. | 5,718 | $35.8 萬 | 0.00% | +93+1.7% | 加碼 |
| Corient IA LLC | 5,710 | $35.7 萬 | 0.34% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 5,700 | $35.7 萬 | 0.00% | +2,132+59.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 5,670 | $35.5 萬 | 0.01% | +19+0.3% | 加碼 |
| Harbour Investments, Inc. | 5,509 | $34.5 萬 | 0.01% | +2,128+62.9% | 加碼 |
| Pinnacle Associates Ltd | 5,506 | $34.4 萬 | 0.00% | +23+0.4% | 加碼 |
| Venturi Wealth Management, LLC | 5,442 | $34.0 萬 | 0.02% | +5,442 | 新進 |
| Smithfield Trust Co | 5,394 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 5,226 | $32.7 萬 | 0.00% | +198+3.9% | 加碼 |
| Louisbourg Investments Inc. | 5,105 | $31.9 萬 | 0.06% | +150+3.0% | 加碼 |
| CVA Family Office, LLC | 5,000 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 5,000 | $31.3 萬 | 0.14% | +5,000 | 新進 |
| Confluence Wealth Services, Inc. | 4,985 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Canoe Financial LP | 4,946 | $31.0 萬 | 0.00% | +4,946 | 新進 |
| Keybank National Association | 4,763 | $29.8 萬 | 0.00% | +4,763 | 新進 |
| EP Wealth Advisors, LLC | 4,710 | $29.5 萬 | 0.00% | +417+9.7% | 加碼 |
| Scientech Research LLC | 4,685 | $29.3 萬 | 0.24% | +4,685 | 新進 |
| First Affirmative Financial Network | 4,657 | $29.1 萬 | 0.11% | +4,657 | 新進 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,661 | $29.1 萬 | 0.13% | +540+13.1% | 加碼 |
| Grimes & Company, Inc. | 4,557 | $28.5 萬 | 0.01% | +421+10.2% | 加碼 |
| Rempart Asset Management Inc. | 4,535 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| VestGen Advisors, LLC | 3,993 | $28.2 萬 | 0.01% | +3,993 | 新進 |
| Pathway Financial Advisors LLC | 4,339 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Glenmede Trust Co NA | 4,410 | $27.6 萬 | 0.00% | +110+2.6% | 加碼 |