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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
Andra AP-fonden105,700$6.71M0.15%––
Fiera Capital Corp124,801$6.30M0.02%––
Marshall Wace, LLP120,531$6.09M0.03%––
Achmea Investment Management B.V.120,192$6.07M0.21%––
NN Investment Partners Holdings N.V.117,621$5.95M0.04%––
Two Sigma Advisers, LP116,832$5.91M0.02%––
Motco114,636$5.79M0.41%––
Lorne Steinberg Wealth Management Inc.98,743$4.99M2.64%––
Virginia Retirement Systems Et Al93,400$4.72M0.05%––
AlphaCrest Capital Management LLC88,806$4.49M0.25%––
PCJ Investment Counsel Ltd.86,717$4.38M1.72%––
Quadrature Capital Ltd77,400$3.90M0.19%––
Credential Qtrade Securities Inc.75,593$3.82M0.34%––
Citadel Advisors LLC72,036$3.64M0.00%––
Westpac Banking Corp48,439$3.08M0.03%––
Cinctive Capital Management LP58,720$2.97M0.19%––
Alliancebernstein L.P.57,715$2.92M0.00%––
Wells Fargo & Company57,575$2.91M0.00%––
Athanor Capital, LP56,223$2.84M0.12%––
Crossmark Global Holdings, Inc.56,073$2.83M0.07%––
Vident Investment Advisory, LLC55,724$2.82M0.09%––
Wellington Management Group LLP54,732$2.77M0.00%––
Pendal Group Limited54,657$2.76M0.03%––
Acadian Asset Management LLC47,079$2.38M0.01%––
Millennium Management LLC45,689$2.31M0.00%––
Comerica Bank41,737$2.22M0.01%––
Commonwealth Equity Services, LLC43,590$2.20M0.01%––
Jane Street Group, LLC41,913$2.12M0.01%––
Unison Advisors LLC40,523$2.05M0.39%––
JCIC Asset Management Inc.39,686$2.01M0.71%––
Horizon Investments, LLC39,188$1.98M0.07%––
HighTower Advisors, LLC37,478$1.89M0.01%––
Erste Asset Management GmbH35,400$1.81M0.04%––
Dorchester Wealth Management Co34,806$1.76M0.44%––
Addenda Capital Inc.30,340$1.72M0.09%––
Strategic Global Advisors, LLC32,197$1.63M0.29%––
Ontario Teachers Pension Plan Board31,496$1.59M0.02%––
Quantbot Technologies LP30,225$1.53M0.15%––
Raymond James & Associates29,191$1.48M0.00%––
Envestnet Asset Management Inc26,907$1.36M0.00%––
Advisor Group Holdings, Inc.26,217$1.33M0.00%––
Cubist Systematic Strategies, LLC25,935$1.31M0.02%––
Voya Investment Management LLC25,903$1.31M0.00%––
Ensign Peak Advisors, Inc26,200$1.31M0.00%––
US Bancorp25,329$1.28M0.00%––
M&T Bank Corp25,093$1.27M0.01%––
Assenagon Asset Management S.A.24,459$1.24M0.01%––
Y-Intercept (Hong Kong) Ltd20,235$1.22M0.33%––
Dynamic Technology Lab Private Ltd23,787$1.20M0.14%––
Burney Co22,191$1.12M0.06%––
Wetherby Asset Management Inc21,750$1.10M0.08%––
SEI Investments Co21,607$1.09M0.00%––
Cumberland Partners Ltd21,391$1.08M0.09%––
Natixis Advisors, L.P.20,155$1.02M0.01%––
Cetera Investment Advisers19,716$997.0K0.02%––
HBK Sorce Advisory LLC18,000$910.0K0.05%––
Schonfeld Strategic Advisors LLC17,400$879.0K0.01%––
Northwestern Mutual Wealth Management Co16,644$841.0K0.00%––
Capital World Investors16,189$818.0K0.00%––
Washington Trust Co16,002$809.0K0.02%––
Campbell & CO Investment Adviser LLC15,449$781.0K0.48%––
Moody Aldrich Partners LLC15,400$778.0K0.11%––
American Century Companies Inc15,219$769.0K0.00%––
Engrave Wealth Partners LLC15,019$759.0K0.31%––
Quilter Plc14,981$757.0K0.02%––
Raymond James Financial Services Advisors, Inc.14,848$751.0K0.00%––
CIBC Private Wealth Group, LLC14,617$739.0K0.00%––
Blair William & Co14,557$736.0K0.00%––
Banco Bilbao Vizcaya Argentaria, S.A.14,422$728.0K0.01%––
Hills Bank & Trust Co14,000$708.0K0.11%––
Wambolt & Associates, LLC13,005$664.0K0.35%––
Van Eck Associates Corp13,007$658.0K0.00%––
Boston Private Wealth LLC12,909$653.0K0.01%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH12,677$641.0K0.06%––
Cambridge Investment Research Advisors, Inc.12,289$621.0K0.00%––
Avantax Advisory Services, Inc.12,197$616.0K0.01%––
AE Wealth Management LLC12,116$612.0K0.01%––
Signaturefd, LLC12,090$611.0K0.03%––
LPL Financial LLC11,791$596.0K0.00%––
Fifth Third Bancorp11,717$592.0K0.00%––
Creative Planning11,658$589.0K0.00%––
Qube Research & Technologies Ltd11,566$585.0K0.01%––
Tacita Capital Inc11,100$561.0K0.36%––
The PNC Financial Services Group, Inc.11,079$560.0K0.00%––
Quantitative Systematic Strategies LLC11,006$556.0K0.09%––
Glenmede Trust Co NA10,932$552.0K0.00%––
Paloma Partners Management Co10,854$549.0K0.02%––
Private Advisor Group, LLC10,720$542.0K0.01%––
Claret Asset Management Corp10,556$534.0K0.10%––
Natixis10,448$528.0K0.00%––
Trexquant Investment LP10,197$515.0K0.05%––
Janney Montgomery Scott LLC9,854$498.0K0.00%––
Ritholtz Wealth Management9,739$492.0K0.04%––
BI Asset Management Fondsmaeglerselskab A/S9,673$489.0K0.02%––
Brewin Dolphin Ltd9,442$477.3K0.03%––
Premier Asset Management LLC9,379$474.0K0.08%––
Cetera Advisor Networks LLC9,364$473.0K0.01%––
Cigna Investments Inc8,893$450.0K0.03%––
MD Financial Management Inc.8,807$444.0K0.01%––
Ethic Inc.8,770$443.0K0.08%––