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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
US Bancorp25,329$1.28M0.00%––
Ensign Peak Advisors, Inc26,200$1.31M0.00%––
Voya Investment Management LLC25,903$1.31M0.00%––
Cubist Systematic Strategies, LLC25,935$1.31M0.02%––
Advisor Group Holdings, Inc.26,217$1.33M0.00%––
Envestnet Asset Management Inc26,907$1.36M0.00%––
Raymond James & Associates29,191$1.48M0.00%––
Quantbot Technologies LP30,225$1.53M0.15%––
Ontario Teachers Pension Plan Board31,496$1.59M0.02%––
Strategic Global Advisors, LLC32,197$1.63M0.29%––
Addenda Capital Inc.30,340$1.72M0.09%––
Dorchester Wealth Management Co34,806$1.76M0.44%––
Erste Asset Management GmbH35,400$1.81M0.04%––
HighTower Advisors, LLC37,478$1.89M0.01%––
Horizon Investments, LLC39,188$1.98M0.07%––
JCIC Asset Management Inc.39,686$2.01M0.71%––
Unison Advisors LLC40,523$2.05M0.39%––
Jane Street Group, LLC41,913$2.12M0.01%––
Commonwealth Equity Services, LLC43,590$2.20M0.01%––
Comerica Bank41,737$2.22M0.01%––
Millennium Management LLC45,689$2.31M0.00%––
Acadian Asset Management LLC47,079$2.38M0.01%––
Pendal Group Limited54,657$2.76M0.03%––
Wellington Management Group LLP54,732$2.77M0.00%––
Vident Investment Advisory, LLC55,724$2.82M0.09%––
Crossmark Global Holdings, Inc.56,073$2.83M0.07%––
Athanor Capital, LP56,223$2.84M0.12%––
Wells Fargo & Company57,575$2.91M0.00%––
Alliancebernstein L.P.57,715$2.92M0.00%––
Cinctive Capital Management LP58,720$2.97M0.19%––
Westpac Banking Corp48,439$3.08M0.03%––
Citadel Advisors LLC72,036$3.64M0.00%––
Credential Qtrade Securities Inc.75,593$3.82M0.34%––
Quadrature Capital Ltd77,400$3.90M0.19%––
PCJ Investment Counsel Ltd.86,717$4.38M1.72%––
AlphaCrest Capital Management LLC88,806$4.49M0.25%––
Virginia Retirement Systems Et Al93,400$4.72M0.05%––
Lorne Steinberg Wealth Management Inc.98,743$4.99M2.64%––
Motco114,636$5.79M0.41%––
Two Sigma Advisers, LP116,832$5.91M0.02%––
NN Investment Partners Holdings N.V.117,621$5.95M0.04%––
Achmea Investment Management B.V.120,192$6.07M0.21%––
Marshall Wace, LLP120,531$6.09M0.03%––
Fiera Capital Corp124,801$6.30M0.02%––
Andra AP-fonden105,700$6.71M0.15%––
Citigroup Inc136,974$6.92M0.01%––
DekaBank Deutsche Girozentrale149,572$7.52M0.02%––
Barclays PLC149,584$7.56M0.01%––
APG Asset Management N.V.180,155$7.75M0.01%––
Renaissance Technologies LLC157,400$7.96M0.01%––
Bank of Nova Scotia Trust Co161,307$8.15M0.78%––
Arrowstreet Capital, Limited Partnership167,400$8.46M0.01%––
Shell Asset Management Co172,077$8.70M0.17%––
Intact Investment Management Inc.144,300$9.16M0.28%––
AXA S.A.187,206$9.46M0.03%––
Aviva PLC196,095$9.89M0.05%––
Waratah Capital Advisors Ltd.199,779$10.1M0.59%––
AMP Capital Investors Ltd204,353$10.3M0.05%––
Candriam Luxembourg S.C.A.244,201$10.4M0.09%––
Healthcare of Ontario Pension Plan Trust Fund207,567$10.5M0.03%––
Guardian Capital Advisors LP216,001$11.0M1.26%––
Forsta Ap-Fonden217,700$11.0M0.15%––
O'Shaughnessy Asset Management, LLC225,307$11.4M0.25%––
Pictet Asset Management Ltd245,939$12.4M0.01%––
Systematic Alpha Investments, LLC250,808$12.7M0.81%––
Teachers Retirement System of the State of Kentucky257,720$13.0M0.13%––
Jarislowsky, Fraser Ltd259,747$13.1M0.06%––
Grantham, Mayo, Van Otterloo & Co. LLC265,000$13.4M0.07%––
MUFG Securities (Canada), Ltd.311,410$15.7M0.91%––
Prudential PLC313,063$15.8M0.11%––
Marshall Wace North America L.P.319,098$16.1M0.07%––
M&G Investment Management Ltd319,927$16.3M0.14%––
Janus Henderson Group PLC327,239$16.5M0.01%––
Avalon Investment & Advisory336,049$17.0M0.39%––
Cidel Asset Management Inc349,872$17.7M0.80%––
AMF Pensionsforsakring AB364,840$18.4M0.14%––
Parametric Portfolio Associates LLC370,197$18.7M0.01%––
Great West Life Assurance Co390,237$19.6M0.05%––
Barometer Capital Management Inc.321,010$20.4M3.43%––
Zurcher Kantonalbank (Zurich Cantonalbank)416,361$21.0M0.12%––
State of Wisconsin Investment Board425,674$21.5M0.05%––
Neuberger Berman Group LLC469,574$23.8M0.02%––
BlackRock Inc.484,485$24.5M0.00%––
Todd Asset Management LLC497,928$25.2M0.59%––
HSBC Holdings PLC497,813$25.2M0.03%––
Lincluden Management Ltd501,007$25.3M2.46%––
Allianz Asset Management GmbH507,182$25.6M0.03%––
Two Sigma Investments, LP514,067$26.0M0.08%––
Northwest & Ethical Investments L.P.528,865$26.7M0.94%––
Hillsdale Investment Management Inc.533,667$27.0M2.26%––
Korea Investment CORP536,871$27.1M0.09%––
Northern Trust Corp547,324$27.7M0.01%––
UBS Group AG554,159$28.0M0.01%––
Cardinal Capital Management, Inc.578,029$29.2M1.72%––
Public Sector Pension Investment Board646,247$32.7M0.22%––
Gluskin Sheff & Assoc Inc646,320$32.7M1.47%––
Montrusco Bolton Investments Inc.683,345$34.5M1.13%––
Skandinaviska Enskilda Banken AB (publ)703,325$35.6M0.23%––
Bank of New York Mellon Corp722,434$36.5M0.01%––
Deutsche Bank AG723,623$36.6M0.02%––