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 2 季 13F 持有人
Sun Life Financial Inc 在 2026/6/30 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
- 493
- 較 2026 年第 1 季 +51 家
- 持有股數
- 2.52 億
- 較 2026 年第 1 季 +311.9 萬 (+1.3%)
- 總市值
- $199.8 億
- 較 2026 年第 1 季 +$43.9 億 (+28.1%)
- 新進機構
- 78
- 另有 177 家加碼
- 清倉機構
- 27
- 另有 132 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 5,097 | $40.0 萬 | 0.01% | −650−11.3% | 減碼 |
| Modern Wealth Management, LLC | 5,169 | $40.5 萬 | 0.00% | +5,169 | 新進 |
| Toroso Investments, LLC | 5,229 | $41.0 萬 | 0.00% | −3,328−38.9% | 減碼 |
| Evergreen Capital Management LLC | 5,363 | $42.1 萬 | 0.01% | −365−6.4% | 減碼 |
| Smithfield Trust Co | 5,394 | $42.3 萬 | 0.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 5,405 | $42.4 萬 | 0.00% | −5,181−48.9% | 減碼 |
| Harbour Investments, Inc. | 5,485 | $43.0 萬 | 0.01% | −24−0.4% | 減碼 |
| Pinnacle Associates Ltd | 5,506 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,622 | $44.1 萬 | 0.03% | +1,550+38.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 5,689 | $44.6 萬 | 0.01% | +19+0.3% | 加碼 |
| Huntington National Bank | 5,707 | $44.8 萬 | 0.00% | +2,907+103.8% | 加碼 |
| Vontobel Holding Ltd. | 5,718 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| IMC-Chicago, LLC | 5,727 | $44.9 萬 | 0.00% | +5,727 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 5,805 | $45.5 萬 | 0.00% | −1,341−18.8% | 減碼 |
| SEI Investments Co | 5,861 | $46.0 萬 | 0.00% | +73+1.3% | 加碼 |
| LGT Group Foundation | 5,885 | $46.2 萬 | 0.01% | −2,608−30.7% | 減碼 |
| FreeGulliver LLC | 5,924 | $46.5 萬 | 0.16% | 00.0% | 不變 |
| Argent Trust Co | 5,940 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 6,009 | $47.1 萬 | 0.17% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 6,160 | $48.3 萬 | 0.02% | +718+13.2% | 加碼 |
| K.J. Harrison & Partners Inc | 6,199 | $48.6 萬 | 0.07% | +454+7.9% | 加碼 |
| Arkadios Wealth Advisors | 6,251 | $49.0 萬 | 0.01% | +2,814+81.9% | 加碼 |
| Centiva Capital, LP | 6,324 | $49.6 萬 | 0.02% | +6,324 | 新進 |
| Davidson Trust Co | 6,383 | $50.1 萬 | 0.20% | 00.0% | 不變 |
| PDS Planning, Inc | 6,388 | $50.1 萬 | 0.03% | +48+0.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,441 | $50.5 萬 | 0.03% | 00.0% | 不變 |
| West Family Investments, Inc. | 6,542 | $51.3 萬 | 0.15% | +87+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 6,577 | $51.6 萬 | 0.00% | +877+15.4% | 加碼 |
| Regions Financial Corp | 6,604 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Cumberland Partners Ltd | 6,658 | $52.2 萬 | 0.03% | −20−0.3% | 減碼 |
| Parsons Capital Management Inc | 6,667 | $52.3 萬 | 0.02% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 6,720 | $52.7 萬 | 0.00% | +6,720 | 新進 |
| Truist Financial Corp | 6,908 | $54.2 萬 | 0.00% | −6,783−49.5% | 減碼 |
| EP Wealth Advisors, LLC | 6,919 | $54.3 萬 | 0.00% | +2,209+46.9% | 加碼 |
| Baird Financial Group, Inc. | 7,074 | $55.5 萬 | 0.00% | +990+16.3% | 加碼 |
| Keybank National Association | 7,174 | $56.3 萬 | 0.00% | +2,411+50.6% | 加碼 |
| Simplex Trading, LLC | 7,260 | $56.9 萬 | 0.01% | +7,253+103,614.3% | 加碼 |
| PFG Investments, LLC | 7,338 | $57.5 萬 | 0.02% | +54+0.7% | 加碼 |
| Private Advisor Group, LLC | 7,376 | $57.8 萬 | 0.00% | −485−6.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,450 | $58.4 萬 | 0.00% | −1,075−12.6% | 減碼 |
| Tacita Capital Inc | 7,494 | $58.7 萬 | 0.32% | +231+3.2% | 加碼 |
| Advisory Services Network, LLC | 7,770 | $60.9 萬 | 0.01% | −94−1.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,938 | $62.2 萬 | 0.00% | −4−0.1% | 減碼 |
| Warren Averett Asset Management, LLC | 8,119 | $63.7 萬 | 0.00% | +988+13.9% | 加碼 |
| One Capital Management, LLC | 10,192 | $63.7 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 8,129 | $63.7 萬 | 0.01% | +1,308+19.2% | 加碼 |
| Am Investment Strategies LLC | 8,182 | $64.2 萬 | 0.12% | +19+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,671 | $68.0 萬 | 0.01% | +401+4.8% | 加碼 |
| Claret Asset Management Corp | 8,754 | $68.7 萬 | 0.07% | −1,421−14.0% | 減碼 |
| Natixis | 8,805 | $69.0 萬 | 0.00% | +1,708+24.1% | 加碼 |
| Fifth Third Bancorp | 9,040 | $70.9 萬 | 0.00% | −55−0.6% | 減碼 |
| Blair William & Co | 9,096 | $71.3 萬 | 0.00% | +954+11.7% | 加碼 |
| Atomi Financial Group, Inc. | 9,251 | $72.5 萬 | 0.02% | +1,451+18.6% | 加碼 |
| Woodstock Corp | 9,647 | $75.7 萬 | 0.06% | 00.0% | 不變 |
| PDT Partners, LLC | 9,648 | $75.7 萬 | 0.04% | 00.0% | 不變 |
| Ritholtz Wealth Management | 9,766 | $76.6 萬 | 0.01% | +102+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 9,975 | $78.2 萬 | 0.00% | +181+1.8% | 加碼 |
| Axxion S.A. | 10,000 | $78.4 萬 | 0.06% | +10,000 | 新進 |
| Cigna Investments Inc | 10,015 | $78.6 萬 | 0.10% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 9,521 | $79.0 萬 | 0.01% | +525+5.8% | 加碼 |
| Diversify Advisory Services, LLC | 9,521 | $79.0 萬 | 0.01% | +9,521 | 新進 |
| Squarepoint Ops LLC | 10,086 | $79.1 萬 | 0.00% | +10,086 | 新進 |
| Compagnie Lombard Odier SCmA | 10,178 | $79.9 萬 | 0.01% | −5,633−35.6% | 減碼 |
| Investment Research Partners LLC | 10,390 | $81.5 萬 | 0.28% | +903+9.5% | 加碼 |
| Plan A Wealth LLC | 10,431 | $81.8 萬 | 0.35% | +805+8.4% | 加碼 |
| Quilter Plc | 7,473 | $83.2 萬 | 0.01% | −1,368−15.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,328 | $83.7 萬 | 0.00% | −645−2.9% | 減碼 |
| Brown Advisory Inc | 10,855 | $85.1 萬 | 0.00% | −1,764−14.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 10,866 | $85.2 萬 | 0.03% | −130,825−92.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $86.7 萬 | 0.02% | 00.0% | 不變 |
| Colony Group, LLC | 11,146 | $87.4 萬 | 0.00% | −516−4.4% | 減碼 |
| Capital World Investors | 11,600 | $91.1 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,235 | $95.9 萬 | 0.01% | +248+2.1% | 加碼 |
| JCP Investment Management, LLC | 12,520 | $98.2 萬 | 0.52% | −242−1.9% | 減碼 |
| Brevan Howard Capital Management LP | 12,713 | $99.7 萬 | 0.01% | +2,237+21.4% | 加碼 |
| Credit Agricole S A | 12,822 | $100.6 萬 | 0.00% | −1,258−8.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 12,955 | $101.6 萬 | 0.00% | +1,776+15.9% | 加碼 |
| Rathbone Brothers plc | 13,025 | $102.2 萬 | 0.00% | +75+0.6% | 加碼 |
| Independent Advisor Alliance | 13,164 | $103.2 萬 | 0.02% | −60−0.5% | 減碼 |
| Syon Capital LLC | 14,399 | $112.9 萬 | 0.05% | +1,332+10.2% | 加碼 |
| Qube Research & Technologies Ltd | 14,767 | $115.8 萬 | 0.00% | +14,767 | 新進 |
| Pathstone Holdings, LLC | 15,275 | $119.8 萬 | 0.00% | +81+0.5% | 加碼 |
| Lester Murray Antman dba SimplyRich | 12,427 | $122.1 萬 | 0.29% | +1,922+18.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,907 | $124.7 萬 | 0.00% | +196+1.2% | 加碼 |
| Janney Montgomery Scott LLC | 16,233 | $127.3 萬 | 0.00% | +2,294+16.5% | 加碼 |
| XTX Topco Ltd | 16,273 | $127.6 萬 | 0.02% | +16,273 | 新進 |
| Verdence Capital Advisors LLC | 16,291 | $127.8 萬 | 0.07% | −42−0.3% | 減碼 |
| US Bancorp | 16,426 | $128.8 萬 | 0.00% | +2,234+15.7% | 加碼 |
| Hilltop National Bank | 16,577 | $130.0 萬 | 0.28% | 00.0% | 不變 |
| Vise Technologies, Inc. | 17,248 | $135.3 萬 | 0.02% | +285+1.7% | 加碼 |
| Evolve Private Wealth, LLC | 17,270 | $135.5 萬 | 0.08% | +1,171+7.3% | 加碼 |
| Envestnet Asset Management Inc | 17,385 | $136.3 萬 | 0.00% | −896−4.9% | 減碼 |
| Westerkirk Capital Inc. | 17,460 | $136.9 萬 | 0.13% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 17,667 | $137.6 萬 | 0.00% | +1,152+7.0% | 加碼 |
| CI Private Wealth, LLC | 17,735 | $139.1 萬 | 0.00% | +1,377+8.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 18,221 | $142.9 萬 | 0.01% | −207−1.1% | 減碼 |
| HBK Sorce Advisory LLC | 18,460 | $151.1 萬 | 0.03% | +152+0.8% | 加碼 |
| Mason & Associates Inc | 20,068 | $157.4 萬 | 0.25% | 00.0% | 不變 |
| Empowered Funds, LLC | 20,149 | $158.0 萬 | 0.01% | −1,248−5.8% | 減碼 |
| Allianz Asset Management GmbH | 20,194 | $158.5 萬 | 0.00% | −142,286−87.6% | 減碼 |