Sun Life Financial Inc
SLF- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001097362
No open-market purchases or sales by Sun Life Financial Inc insiders were filed in the last 90 days; 493 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Sun Life Financial Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 493
- +51 vs. Q1 2026
- Shares held
- 251.8M
- +3.15M (+1.3%) vs. Q1 2026
- Total value
- $20.0B
- +$4.39B (+28.2%) vs. Q1 2026
- New holders
- 78
- 176 more added
- Sold out
- 27
- 133 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 493 | $20.0B |
| Q1 2026 | 451 | $15.6B |
| Q4 2025 | 440 | $15.8B |
| Q3 2025 | 432 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 41,552,120 | $3.26B | 0.55% | −95,548−0.2% | Reduced |
| Vanguard Capital Management LLC | 16,048,272 | $1.26B | 0.03% | +73,621+0.5% | Added |
| Bank of Montreal | 12,232,736 | $959.5M | 0.35% | +1,848,886+17.8% | Added |
| TD Asset Management Inc | 10,101,426 | $792.8M | 0.69% | −3,921,572−28.0% | Reduced |
| Mackenzie Financial Corp | 6,244,664 | $695.3M | 0.70% | +142,127+2.3% | Added |
| CIBC World Markets Inc. | 8,076,018 | $633.5M | 1.07% | −1,240,421−13.3% | Reduced |
| 1832 Asset Management L.P. | 7,965,126 | $624.6M | 0.77% | −1,098,752−12.1% | Reduced |
| Bank of Nova Scotia | 6,930,024 | $544.1M | 0.82% | +60,744+0.9% | Added |
| Geode Capital Management, LLC | 6,460,912 | $526.4M | 0.03% | +674,856+11.7% | Added |
| Norges Bank | 6,370,400 | $499.7M | 0.05% | +6,370,400 | New |
| FMR LLC | 6,004,087 | $471.4M | 0.02% | +157,188+2.7% | Added |
| FIL Ltd | 5,916,829 | $464.5M | 0.33% | +5,913,508+178,064.1% | Added |
| National Bank of Canada | 5,850,227 | $457.8M | 0.40% | −828,814−12.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,506,035 | $433.8M | 1.14% | −22,099−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,324,854 | $415.6M | 1.27% | −157,299−2.9% | Reduced |
| Vanguard Fiduciary Trust Co | 4,909,410 | $385.4M | 0.08% | −1,0980.0% | Reduced |
| Vanguard Global Advisers, LLC | 4,281,703 | $336.2M | 0.16% | +328,575+8.3% | Added |
| CIBC Asset Management Inc | 3,839,581 | $300.9M | 0.66% | +2,480,709+182.6% | Added |
| Manufacturers Life Insurance Company, The | 3,739,937 | $293.1M | 0.23% | −3,205,327−46.2% | Reduced |
| Canada Pension Plan Investment Board | 3,735,388 | $293.0M | 0.16% | −256,542−6.4% | Reduced |
| Toronto Dominion Bank | 3,639,967 | $285.5M | 0.48% | −3,410,410−48.4% | Reduced |
| Legal & General Group Plc | 3,571,561 | $280.3M | 0.06% | −258,175−6.7% | Reduced |
| Letko, Brosseau & Associates Inc | 3,144,427 | $246.8M | 3.65% | −119,981−3.7% | Reduced |
| Scotia Capital Inc. | 3,144,681 | $245.9M | 0.92% | −118,317−3.6% | Reduced |
| Fiera Capital Corp | 3,126,682 | $245.0M | 0.89% | +824,687+35.8% | Added |
| JPMorgan Chase & Co | 2,980,877 | $232.8M | 0.01% | +215,075+7.8% | Added |
| Wellington Management Group LLP | 2,810,328 | $220.6M | 0.04% | +639,979+29.5% | Added |
| Morgan Stanley | 2,529,769 | $198.4M | 0.01% | −456,625−15.3% | Reduced |
| Goldman Sachs Group Inc | 2,401,503 | $188.3M | 0.02% | +282,549+13.3% | Added |
| Picton Mahoney Asset Management | 2,061,273 | $161.4M | 1.49% | +686,356+49.9% | Added |
| Charles Schwab Investment Management Inc | 1,851,199 | $145.3M | 0.02% | +104,328+6.0% | Added |
| Dimensional Fund Advisors LP | 1,828,134 | $143.4M | 0.03% | +126,206+7.4% | Added |
| Swiss National Bank | 1,790,200 | $140.1M | 0.07% | −74,000−4.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,743,457 | $136.8M | 1.01% | −1,163,635−40.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,486,005 | $116.6M | 0.17% | +528,973+55.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,315,807 | $103.2M | 0.20% | −169,973−11.4% | Reduced |
| Amundi | 1,293,691 | $101.5M | 0.02% | +117,210+10.0% | Added |
| Alberta Investment Management Corp | 1,274,072 | $99.9M | 0.58% | +292,719+29.8% | Added |
| Vanguard Asset Management, Ltd | 1,236,677 | $97.1M | 0.07% | +121,171+10.9% | Added |
| Cardinal Capital Management, Inc. | 1,168,774 | $91.6M | 2.22% | −1,062,650−47.6% | Reduced |
| UBS Group AG | 1,110,583 | $87.1M | 0.01% | +404,775+57.3% | Added |
| Agf Management Ltd | 815,674 | $84.8M | 0.33% | +102,735+14.4% | Added |
| Deutsche Bank AG | 1,073,257 | $84.2M | 0.02% | +67,515+6.7% | Added |
| BlackRock, Inc. | 1,040,385 | $81.6M | 0.00% | +126,302+13.8% | Added |
| Polar Asset Management Partners Inc. | 1,001,122 | $78.5M | 1.43% | +1,001,122 | New |
| Value Partners Investments Inc. | 921,226 | $72.2M | 5.04% | −204,998−18.2% | Reduced |
| Public Sector Pension Investment Board | 913,881 | $71.7M | 0.19% | +393,134+75.5% | Added |
| Bank of America Corp | 889,886 | $69.8M | 0.00% | −240,323−21.3% | Reduced |
| BCV Asset Management Inc. | 866,769 | $67.8M | 2.05% | −13,215−1.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $65.4M | 0.11% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 830,737 | $65.1M | 0.07% | −170,575−17.0% | Reduced |
| MUFG Securities (Canada), Ltd. | 783,684 | $61.4M | 1.66% | −37,878−4.6% | Reduced |
| British Columbia Investment Management Corp | 712,381 | $55.9M | 0.35% | +2510.0% | Added |
| Intact Investment Management Inc. | 699,721 | $54.9M | 1.56% | +292,010+71.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 667,734 | $52.4M | 0.12% | +30,104+4.7% | Added |
| Bank of New York Mellon Corp | 665,994 | $52.2M | 0.01% | +41,291+6.6% | Added |
| Todd Asset Management LLC | 656,501 | $51.5M | 0.91% | −5,557−0.8% | Reduced |
| Van Eck Associates Corp | 654,212 | $51.3M | 0.03% | −86,065−11.6% | Reduced |
| MUFG Securities EMEA plc | 600,000 | $47.0M | 0.49% | +600,000 | New |
| Russell Investments Group, Ltd. | 593,808 | $46.5M | 0.04% | +53,013+9.8% | Added |
| Acadian Asset Management LLC | 569,872 | $44.7M | 0.05% | +560,972+6,303.1% | Added |
| Quadrature Capital Ltd | 568,300 | $44.6M | 0.38% | +380,100+202.0% | Added |
| Northern Trust Corp | 533,151 | $41.8M | 0.00% | −8,263−1.5% | Reduced |
| Aviva PLC | 532,137 | $41.7M | 0.06% | −53,166−9.1% | Reduced |
| Guardian Capital LP | 521,234 | $40.9M | 0.99% | +51,023+10.9% | Added |
| QV Investors Inc. | 487,300 | $38.2M | 2.94% | −29,210−5.7% | Reduced |
| American Century Companies Inc | 460,354 | $36.1M | 0.02% | +71,860+18.5% | Added |
| Korea Investment CORP | 452,708 | $35.5M | 0.07% | +24,380+5.7% | Added |
| First Trust Advisors LP | 444,993 | $34.9M | 0.02% | −135,313−23.3% | Reduced |
| Pictet Asset Management Holding SA | 426,545 | $33.5M | 0.03% | +6,401+1.5% | Added |
| Purpose Unlimited Inc. | 418,903 | $32.9M | 1.26% | +35,235+9.2% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $31.7M | 0.22% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 403,192 | $31.6M | 0.02% | +68,456+20.5% | Added |
| Nuveen, LLC | 402,534 | $31.6M | 0.01% | +13,520+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 388,702 | $30.5M | 0.06% | +238,071+158.0% | Added |
| AQR Capital Management LLC | 374,133 | $29.3M | 0.01% | −149,600−28.6% | Reduced |
| Two Sigma Investments, LP | 372,413 | $29.2M | 0.02% | −182,600−32.9% | Reduced |
| Northwest & Ethical Investments L.P. | 358,349 | $28.1M | 0.65% | −15,947−4.3% | Reduced |
| Bank of Nova Scotia Trust Co | 339,460 | $26.6M | 2.21% | −14,267−4.0% | Reduced |
| APG Asset Management N.V. | 387,125 | $26.6M | 0.07% | +87,917+29.4% | Added |
| Millennium Management LLC | 338,146 | $26.5M | 0.02% | +332,049+5,446.1% | Added |
| State of Tennessee, Treasury Department | 317,342 | $24.9M | 0.07% | −2,436−0.8% | Reduced |
| Great West Life Assurance Co | 313,515 | $24.5M | 0.04% | −240,148−43.4% | Reduced |
| Invesco Ltd. | 292,168 | $22.9M | 0.00% | −896,326−75.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 283,986 | $22.3M | 0.06% | +9,740+3.6% | Added |
| Franklin Resources Inc | 272,744 | $21.4M | 0.00% | −7,346−2.6% | Reduced |
| Neuberger Berman Group LLC | 260,442 | $20.4M | 0.01% | −4,615−1.7% | Reduced |
| Omers Administration Corp | 253,687 | $19.9M | 0.12% | −63,850−20.1% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $19.7M | 0.53% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 249,498 | $19.6M | 0.02% | +59,738+31.5% | Added |
| Nicola Wealth Management Ltd. | 204,800 | $16.1M | 1.85% | −189,600−48.1% | Reduced |
| Montrusco Bolton Investments Inc. | 200,872 | $15.8M | 0.24% | +310.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $15.7M | 0.02% | −1,401,200−87.5% | Reduced |
| Crossmark Global Holdings, Inc. | 186,447 | $14.6M | 0.19% | −3,842−2.0% | Reduced |
| State of Wisconsin Investment Board | 174,000 | $13.7M | 0.03% | −700−0.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 166,933 | $13.1M | 2.69% | +13,183+8.6% | Added |
| Zurich Insurance Group Ltd | 163,178 | $12.8M | 0.09% | −3,148−1.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 162,293 | $12.7M | 0.10% | −57,300−26.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 160,789 | $12.6M | 0.10% | +29,490+22.5% | Added |
| Addenda Capital Inc. | 112,410 | $12.5M | 0.34% | 00.0% | Unchanged |