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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
Old National Bancorp8,656$437.0K0.02%––
FDx Advisors, Inc.8,510$430.0K0.02%––
Unio Capital LLC8,510$430.0K0.20%––
Davidson Trust Co8,303$419.0K0.35%––
JustInvest LLC7,886$399.0K0.06%––
First National Trust Co7,741$391.0K0.03%––
Kestra Advisory Services, LLC7,696$389.0K0.00%––
Ameriprise Financial Inc7,457$377.0K0.00%––
First Republic Investment Management, Inc.7,194$364.0K0.00%––
K.J. Harrison & Partners Inc7,035$355.0K0.05%––
Welch & Forbes LLC6,977$353.0K0.01%––
Financial Counselors Inc6,723$340.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,700$338.7K0.00%––
Parsons Capital Management Inc6,667$337.0K0.03%––
Csenge Advisory Group6,369$327.0K0.03%––
QS Investors, LLC6,420$324.0K0.00%––
Heathbridge Capital Management Ltd.6,400$323.0K0.09%––
Stonebridge Capital Management Inc6,275$317.0K0.12%––
Pinnacle Associates Ltd6,153$311.0K0.01%––
Gulf International Bank (UK) Ltd6,169$311.0K0.00%––
Regions Financial Corp5,787$293.0K0.00%––
Capital International Investors5,784$292.0K0.00%––
Advisory Services Network, LLC5,766$291.0K0.01%––
Geneos Wealth Management Inc.5,377$290.0K0.01%––
Cozad Asset Management Inc5,494$278.0K0.05%––
Northwest Bancshares, Inc.5,433$275.0K0.06%––
Smithfield Trust Co5,394$273.0K0.02%––
Villere St Denis J & Co LLC5,407$273.0K0.01%––
Ameritas Investment Company, LLC5,283$267.1K0.02%––
Hennion & Walsh Asset Management, Inc.5,203$263.0K0.02%––
Captrust Financial Advisors5,160$261.0K0.00%––
Running Point Capital Advisors, LLC5,157$261.0K0.14%––
Advisors Asset Management, Inc.5,157$260.7K0.00%––
Evergreen Capital Management LLC5,077$257.0K0.01%––
MONECO Advisors, LLC5,014$253.0K0.12%––
Eaton Vance Management4,826$244.0K0.00%––
First Bank & Trust4,828$244.0K0.12%––
Stifel Financial Corp4,814$243.0K0.00%––
Capital City Trust Co4,793$242.0K0.08%––
Argent Trust Co4,755$240.0K0.02%––
Wealthspire Advisors, LLC4,731$239.0K0.01%––
Pathway Financial Advisors LLC4,339$234.0K0.09%––
Pacer Advisors, Inc.4,606$233.0K0.00%––
Harbour Investments, Inc.4,479$226.0K0.01%––
Flaharty Asset Management, LLC4,411$223.0K0.05%––
Advisory Resource Group4,386$222.0K0.10%––
Credit Agricole S A4,376$221.0K0.01%––
Corient Capital Partners, LLC4,274$216.0K0.02%––
Lombard Odier Asset Management (Switzerland) SA3,380$215.0K0.01%––
MML Investors Services, LLC4,236$214.0K0.00%––
Rathbone Brothers plc4,133$209.0K0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,640$206.0K0.00%––
City Holding Co4,000$202.0K0.04%––
Cetera Advisors LLC3,997$202.0K0.01%––
Stokes Family Office, LLC3,999$202.0K0.03%––
Lindbrook Capital, LLC3,820$193.0K0.04%––
CWM, LLC3,608$186.0K0.00%––
FORA Capital, LLC3,511$177.0K0.06%––
Parallel Advisors, LLC3,156$160.0K0.01%––
First Horizon Advisors, Inc.3,033$153.0K0.01%––
Salem Investment Counselors Inc3,000$152.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital3,001$152.0K0.00%––
Independence Bank of Kentucky2,844$144.0K0.07%––
Macquarie Group Ltd2,396$121.0K0.00%––
Coastal Capital Group, Inc.2,388$121.0K0.03%––
International Assets Investment Management, LLC2,584$120.0K0.01%––
Steward Partners Investment Advisory, LLC2,267$114.6K0.00%––
Quadrant Capital Group LLC2,134$108.0K0.02%––
Zions Bancorporation, N.A.2,034$103.0K0.01%––
Concord Wealth Partners2,000$101.0K0.03%––
Tower Research Capital LLC (TRC)1,955$99.0K0.00%––
Capital Advisors, Ltd. LLC1,903$96.0K0.02%––
Banque Cantonale Vaudoise1,900$96.0K0.00%––
Perkins Coie Trust Co1,871$95.0K0.03%––
Huntington National Bank1,790$90.0K0.00%––
North Star Investment Management Corp.1,689$85.0K0.01%––
Duncker Streett & Co Inc1,627$82.0K0.02%––
Allworth Financial LP1,626$82.0K0.00%––
Cullen/Frost Bankers, Inc.1,472$74.0K0.00%––
Johnson Midwest Financial, LLC1,470$74.0K0.08%––
Financial Management Professionals, Inc.1,380$70.0K0.02%––
Lowe Wealth Advisors, LLC1,298$66.0K0.03%––
Old North State Trust, LLC1,129$57.0K0.05%––
Spire Wealth Management1,136$57.0K0.00%––
Sowell Financial Services LLC1,024$56.0K0.00%––
Cowa, LLC1,058$54.0K0.03%––
Massmutual Trust Co FSB1,041$53.0K0.00%––
Fieldpoint Private Securities, LLC975$49.0K0.01%––
MCF Advisors LLC890$45.0K0.01%––
Freedman Financial Associates, Inc.842$43.0K0.04%––
Enterprise Financial Services Corp802$41.0K0.01%––
HM Payson & Co742$38.0K0.00%––
FAI Wealth Management733$37.0K0.03%––
NEXT Financial Group, Inc725$37.0K0.00%––
Firestone Capital Management723$37.0K0.01%––
First Manhattan Co724$36.0K0.00%––
Laurel Wealth Advisors LLC695$35.0K0.01%––
Meridian Wealth Partners, LLC667$34.0K0.01%––
NewSquare Capital LLC598$30.0K0.00%––
Capital Advisory Group Advisory Services, LLC600$30.0K0.01%––