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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
Goldman Sachs Group Inc735,069$37.2M0.01%––
Triasima Portfolio Management inc.740,360$37.4M1.89%––
QV Investors Inc.763,822$38.6M2.37%––
Dimensional Fund Advisors LP800,596$40.5M0.01%––
Clark Capital Management Group, Inc.820,359$41.5M0.63%––
Credit Suisse AG946,855$47.9M0.04%––
Russell Investments Group, Ltd.988,232$49.9M0.09%––
Bank of America Corp1,092,646$55.2M0.01%––
First Trust Advisors LP1,126,393$56.9M0.07%––
Schroder Investment Management Group923,113$58.6M0.08%––
Guardian Capital LP923,363$58.6M0.98%––
Geode Capital Management, LLC1,200,190$60.5M0.01%––
Morgan Stanley1,208,472$61.1M0.01%––
Franklin Resources Inc1,274,917$64.4M0.03%––
Value Partners Investments Inc.1,299,803$65.6M5.71%––
Invesco Ltd.1,307,836$66.1M0.02%––
Man Group plc1,427,161$72.1M0.32%––
Alberta Investment Management Corp1,446,699$73.1M0.65%––
Agf Investments Inc.1,687,927$85.3M0.68%––
Amundi Asset Management US, Inc.1,970,842$99.6M0.08%––
Sumitomo Mitsui Trust Holdings, Inc.1,982,525$100.1M0.06%––
British Columbia Investment Management Corp2,043,516$103.3M0.74%––
JPMorgan Chase & Co2,058,887$104.1M0.01%––
Swiss National Bank2,371,500$119.8M0.08%––
Scotia Capital Inc.2,407,087$121.6M1.01%––
Federation des caisses Desjardins du Quebec2,472,085$124.8M1.38%––
Connor, Clark & Lunn Investment Management Ltd.2,816,135$142.3M0.79%––
Toronto Dominion Bank2,894,769$147.6M0.26%––
Legal & General Group Plc3,162,503$159.8M0.06%––
Letko, Brosseau & Associates Inc3,569,122$180.4M2.46%––
1832 Asset Management L.P.5,170,184$263.0M0.57%––
FMR LLC5,719,125$289.0M0.02%––
CIBC World Markets Inc.6,314,773$319.2M0.98%––
Norges Bank7,093,046$358.4M0.08%––
CIBC Asset Management Inc7,608,031$384.2M1.64%––
Manufacturers Life Insurance Company, The7,044,901$447.4M0.39%––
Bank of Nova Scotia9,330,007$471.5M0.93%––
Beutel, Goodman & Co Ltd.12,273,775$619.9M3.89%––
Mackenzie Financial Corp13,210,511$667.3M1.02%––
TD Asset Management Inc14,136,857$714.4M0.80%––
Bank of Montreal14,388,237$736.1M0.52%––
FIL Ltd16,013,124$809.3M0.92%––
Price T Rowe Associates Inc17,399,365$879.3M0.09%––
Vanguard Group Inc17,939,859$906.9M0.02%––
Royal Bank of Canada47,203,452$2.39B0.74%––