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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.

Other share classesSLFIFSLFQFSUNFF

13F holders, Q1 2021

Institutional positions in Sun Life Financial Inc as of Mar 31, 2021. 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
345
No complete 13F data for Q4 2020
Shares held
273.2M
No complete 13F data for Q4 2020
Total value
$13.9B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 345 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2021: $13.9B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$13.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SLF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada47,203,452$2.39B0.74%––
Vanguard Group Inc17,939,859$906.9M0.02%––
Price T Rowe Associates Inc17,399,365$879.3M0.09%––
FIL Ltd16,013,124$809.3M0.92%––
Bank of Montreal14,388,237$736.1M0.52%––
TD Asset Management Inc14,136,857$714.4M0.80%––
Mackenzie Financial Corp13,210,511$667.3M1.02%––
Beutel, Goodman & Co Ltd.12,273,775$619.9M3.89%––
Bank of Nova Scotia9,330,007$471.5M0.93%––
Manufacturers Life Insurance Company, The7,044,901$447.4M0.39%––
CIBC Asset Management Inc7,608,031$384.2M1.64%––
Norges Bank7,093,046$358.4M0.08%––
CIBC World Markets Inc.6,314,773$319.2M0.98%––
FMR LLC5,719,125$289.0M0.02%––
1832 Asset Management L.P.5,170,184$263.0M0.57%––
Letko, Brosseau & Associates Inc3,569,122$180.4M2.46%––
Legal & General Group Plc3,162,503$159.8M0.06%––
Toronto Dominion Bank2,894,769$147.6M0.26%––
Connor, Clark & Lunn Investment Management Ltd.2,816,135$142.3M0.79%––
Federation des caisses Desjardins du Quebec2,472,085$124.8M1.38%––
Scotia Capital Inc.2,407,087$121.6M1.01%––
Swiss National Bank2,371,500$119.8M0.08%––
JPMorgan Chase & Co2,058,887$104.1M0.01%––
British Columbia Investment Management Corp2,043,516$103.3M0.74%––
Sumitomo Mitsui Trust Holdings, Inc.1,982,525$100.1M0.06%––
Amundi Asset Management US, Inc.1,970,842$99.6M0.08%––
Agf Investments Inc.1,687,927$85.3M0.68%––
Alberta Investment Management Corp1,446,699$73.1M0.65%––
Man Group plc1,427,161$72.1M0.32%––
Invesco Ltd.1,307,836$66.1M0.02%––
Value Partners Investments Inc.1,299,803$65.6M5.71%––
Franklin Resources Inc1,274,917$64.4M0.03%––
Morgan Stanley1,208,472$61.1M0.01%––
Geode Capital Management, LLC1,200,190$60.5M0.01%––
Guardian Capital LP923,363$58.6M0.98%––
Schroder Investment Management Group923,113$58.6M0.08%––
First Trust Advisors LP1,126,393$56.9M0.07%––
Bank of America Corp1,092,646$55.2M0.01%––
Russell Investments Group, Ltd.988,232$49.9M0.09%––
Credit Suisse AG946,855$47.9M0.04%––
Clark Capital Management Group, Inc.820,359$41.5M0.63%––
Dimensional Fund Advisors LP800,596$40.5M0.01%––
QV Investors Inc.763,822$38.6M2.37%––
Triasima Portfolio Management inc.740,360$37.4M1.89%––
Goldman Sachs Group Inc735,069$37.2M0.01%––
Deutsche Bank AG723,623$36.6M0.02%––
Bank of New York Mellon Corp722,434$36.5M0.01%––
Skandinaviska Enskilda Banken AB (publ)703,325$35.6M0.23%––
Montrusco Bolton Investments Inc.683,345$34.5M1.13%––
Gluskin Sheff & Assoc Inc646,320$32.7M1.47%––
Public Sector Pension Investment Board646,247$32.7M0.22%––
Cardinal Capital Management, Inc.578,029$29.2M1.72%––
UBS Group AG554,159$28.0M0.01%––
Northern Trust Corp547,324$27.7M0.01%––
Korea Investment CORP536,871$27.1M0.09%––
Hillsdale Investment Management Inc.533,667$27.0M2.26%––
Northwest & Ethical Investments L.P.528,865$26.7M0.94%––
Two Sigma Investments, LP514,067$26.0M0.08%––
Allianz Asset Management GmbH507,182$25.6M0.03%––
Lincluden Management Ltd501,007$25.3M2.46%––
HSBC Holdings PLC497,813$25.2M0.03%––
Todd Asset Management LLC497,928$25.2M0.59%––
BlackRock Inc.484,485$24.5M0.00%––
Neuberger Berman Group LLC469,574$23.8M0.02%––
State of Wisconsin Investment Board425,674$21.5M0.05%––
Zurcher Kantonalbank (Zurich Cantonalbank)416,361$21.0M0.12%––
Barometer Capital Management Inc.321,010$20.4M3.43%––
Great West Life Assurance Co390,237$19.6M0.05%––
Parametric Portfolio Associates LLC370,197$18.7M0.01%––
AMF Pensionsforsakring AB364,840$18.4M0.14%––
Cidel Asset Management Inc349,872$17.7M0.80%––
Avalon Investment & Advisory336,049$17.0M0.39%––
Janus Henderson Group PLC327,239$16.5M0.01%––
M&G Investment Management Ltd319,927$16.3M0.14%––
Marshall Wace North America L.P.319,098$16.1M0.07%––
Prudential PLC313,063$15.8M0.11%––
MUFG Securities (Canada), Ltd.311,410$15.7M0.91%––
Grantham, Mayo, Van Otterloo & Co. LLC265,000$13.4M0.07%––
Jarislowsky, Fraser Ltd259,747$13.1M0.06%––
Teachers Retirement System of the State of Kentucky257,720$13.0M0.13%––
Systematic Alpha Investments, LLC250,808$12.7M0.81%––
Pictet Asset Management Ltd245,939$12.4M0.01%––
O'Shaughnessy Asset Management, LLC225,307$11.4M0.25%––
Forsta Ap-Fonden217,700$11.0M0.15%––
Guardian Capital Advisors LP216,001$11.0M1.26%––
Healthcare of Ontario Pension Plan Trust Fund207,567$10.5M0.03%––
Candriam Luxembourg S.C.A.244,201$10.4M0.09%––
AMP Capital Investors Ltd204,353$10.3M0.05%––
Waratah Capital Advisors Ltd.199,779$10.1M0.59%––
Aviva PLC196,095$9.89M0.05%––
AXA S.A.187,206$9.46M0.03%––
Intact Investment Management Inc.144,300$9.16M0.28%––
Shell Asset Management Co172,077$8.70M0.17%––
Arrowstreet Capital, Limited Partnership167,400$8.46M0.01%––
Bank of Nova Scotia Trust Co161,307$8.15M0.78%––
Renaissance Technologies LLC157,400$7.96M0.01%––
APG Asset Management N.V.180,155$7.75M0.01%––
Barclays PLC149,584$7.56M0.01%––
DekaBank Deutsche Girozentrale149,572$7.52M0.02%––
Citigroup Inc136,974$6.92M0.01%––