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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
Berman Capital Advisors, LLC13$00.00%––
Canada Pension Plan Investment Board10$1.00K0.00%––
Bartlett & Co. LLC29$1.00K0.00%––
Raffa Wealth Management, LLC25$1.26K0.00%––
Bartlett & Co. Wealth Management LLC29$1.47K0.00%––
Patriot Financial Group Insurance Agency, LLC65$3.00K0.00%––
WealthShield Partners, LLC64$3.00K0.00%––
Resources Management Corp89$4.00K0.00%––
Earnest Partners LLC70$4.00K0.00%––
Glen Eagle Advisors, LLC84$4.25K0.00%––
Evoke Wealth, LLC100$5.00K0.00%––
Arkadios Wealth Advisors111$5.00K0.00%––
Bellevue Asset Management, LLC90$5.00K0.00%––
Ancora Advisors, LLC148$7.00K0.00%––
Oakworth Capital, Inc.136$7.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC157$7.00K0.00%––
Baystate Wealth Management LLC169$9.00K0.00%––
AdvisorNet Financial, Inc200$10.0K0.00%––
FourThought Financial, LLC200$10.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$10.1K0.01%––
Farmers & Merchants Investments Inc225$11.0K0.00%––
Trustcore Financial Services, LLC234$12.0K0.00%––
Plante Moran Financial Advisors, LLC256$13.0K0.00%––
Pacifica Partners Inc.258$13.0K0.01%––
Your Advocates Ltd., LLP275$14.0K0.01%––
D'Orazio & Associates, Inc.318$16.0K0.00%––
Westside Investment Management, Inc.355$17.0K0.00%––
Glassman Wealth Services370$19.0K0.00%––
Global Retirement Partners, LLC372$19.0K0.00%––
TFC Financial Management392$20.0K0.01%––
Brewin Dolphin Wealth Management Ltd402$20.3K0.00%––
Grant Street Asset Management, Inc.415$21.0K0.01%––
Human Investing LLC422$21.0K0.01%––
Reilly Financial Advisors, LLC427$22.0K0.00%––
Phoenix Wealth Advisors438$22.0K0.02%––
Covington Capital Management461$23.0K0.00%––
Atlas Capital Advisors LLC455$23.0K0.00%––
Sonora Investment Management, LLC500$25.0K0.00%––
Rocky Mountain Advisers, LLC500$25.0K0.04%––
Atticus Wealth Management, LLC491$25.0K0.01%––
Total Clarity Wealth Management, Inc.500$25.0K0.01%––
Clearstead Advisors, LLC507$26.0K0.00%––
Gemmer Asset Management LLC519$26.0K0.00%––
Private Capital Group, LLC523$26.0K0.01%––
Sutton Wealth Advisors Inc.552$27.9K0.01%––
NewSquare Capital LLC598$30.0K0.00%––
Capital Advisory Group Advisory Services, LLC600$30.0K0.01%––
Meridian Wealth Partners, LLC667$34.0K0.01%––
Laurel Wealth Advisors LLC695$35.0K0.01%––
First Manhattan Co724$36.0K0.00%––
FAI Wealth Management733$37.0K0.03%––
NEXT Financial Group, Inc725$37.0K0.00%––
Firestone Capital Management723$37.0K0.01%––
HM Payson & Co742$38.0K0.00%––
Enterprise Financial Services Corp802$41.0K0.01%––
Freedman Financial Associates, Inc.842$43.0K0.04%––
MCF Advisors LLC890$45.0K0.01%––
Fieldpoint Private Securities, LLC975$49.0K0.01%––
Massmutual Trust Co FSB1,041$53.0K0.00%––
Cowa, LLC1,058$54.0K0.03%––
Sowell Financial Services LLC1,024$56.0K0.00%––
Old North State Trust, LLC1,129$57.0K0.05%––
Spire Wealth Management1,136$57.0K0.00%––
Lowe Wealth Advisors, LLC1,298$66.0K0.03%––
Financial Management Professionals, Inc.1,380$70.0K0.02%––
Cullen/Frost Bankers, Inc.1,472$74.0K0.00%––
Johnson Midwest Financial, LLC1,470$74.0K0.08%––
Duncker Streett & Co Inc1,627$82.0K0.02%––
Allworth Financial LP1,626$82.0K0.00%––
North Star Investment Management Corp.1,689$85.0K0.01%––
Huntington National Bank1,790$90.0K0.00%––
Perkins Coie Trust Co1,871$95.0K0.03%––
Capital Advisors, Ltd. LLC1,903$96.0K0.02%––
Banque Cantonale Vaudoise1,900$96.0K0.00%––
Tower Research Capital LLC (TRC)1,955$99.0K0.00%––
Concord Wealth Partners2,000$101.0K0.03%––
Zions Bancorporation, N.A.2,034$103.0K0.01%––
Quadrant Capital Group LLC2,134$108.0K0.02%––
Steward Partners Investment Advisory, LLC2,267$114.6K0.00%––
International Assets Investment Management, LLC2,584$120.0K0.01%––
Macquarie Group Ltd2,396$121.0K0.00%––
Coastal Capital Group, Inc.2,388$121.0K0.03%––
Independence Bank of Kentucky2,844$144.0K0.07%––
Salem Investment Counselors Inc3,000$152.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital3,001$152.0K0.00%––
First Horizon Advisors, Inc.3,033$153.0K0.01%––
Parallel Advisors, LLC3,156$160.0K0.01%––
FORA Capital, LLC3,511$177.0K0.06%––
CWM, LLC3,608$186.0K0.00%––
Lindbrook Capital, LLC3,820$193.0K0.04%––
City Holding Co4,000$202.0K0.04%––
Cetera Advisors LLC3,997$202.0K0.01%––
Stokes Family Office, LLC3,999$202.0K0.03%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,640$206.0K0.00%––
Rathbone Brothers plc4,133$209.0K0.00%––
MML Investors Services, LLC4,236$214.0K0.00%––
Lombard Odier Asset Management (Switzerland) SA3,380$215.0K0.01%––
Corient Capital Partners, LLC4,274$216.0K0.02%––
Credit Agricole S A4,376$221.0K0.01%––
Advisory Resource Group4,386$222.0K0.10%––