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.
13F holders, Q2 2021
Institutional positions in Sun Life Financial Inc as of Jun 30, 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
- 323
- −20 vs. Q1 2021
- Shares held
- 279.7M
- +8.43M (+3.1%) vs. Q1 2021
- Total value
- $14.5B
- +$681.8M (+4.9%) vs. Q1 2021
- New holders
- 25
- 113 more added
- Sold out
- 45
- 105 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 493 | $20.0B |
| Q1 2026 | 451 | $15.6B |
| Q4 2025 | 440 | $15.8B |
| Q3 2025 | 432 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 48,202,559 | $2.48B | 0.70% | +999,107+2.1% | Added |
| Bank of Montreal | 19,345,404 | $998.9M | 0.52% | +4,957,167+34.5% | Added |
| Price T Rowe Associates Inc | 18,697,462 | $964.9M | 0.09% | +1,298,097+7.5% | Added |
| Vanguard Group Inc | 18,111,026 | $933.4M | 0.02% | +171,167+1.0% | Added |
| Mackenzie Financial Corp | 15,466,761 | $796.8M | 1.11% | +2,256,250+17.1% | Added |
| FIL Ltd | 14,675,648 | $756.8M | 0.81% | −1,337,476−8.4% | Reduced |
| TD Asset Management Inc | 14,057,534 | $731.7M | 0.74% | −79,323−0.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 11,671,175 | $599.6M | 3.57% | −602,600−4.9% | Reduced |
| Bank of Nova Scotia | 9,352,270 | $482.3M | 0.90% | +22,263+0.2% | Added |
| Manufacturers Life Insurance Company, The | 7,033,803 | $449.6M | 0.36% | −11,098−0.2% | Reduced |
| CIBC World Markets Inc. | 7,085,450 | $365.2M | 1.06% | +770,677+12.2% | Added |
| CIBC Asset Management Inc | 7,054,754 | $363.4M | 1.47% | −553,277−7.3% | Reduced |
| Norges Bank | 6,758,802 | $348.5M | 0.08% | −334,244−4.7% | Reduced |
| FMR LLC | 5,797,592 | $299.0M | 0.02% | +78,467+1.4% | Added |
| 1832 Asset Management L.P. | 5,170,418 | $266.8M | 0.52% | +2340.0% | Added |
| Letko, Brosseau & Associates Inc | 3,412,359 | $176.1M | 2.35% | −156,763−4.4% | Reduced |
| Legal & General Group Plc | 3,266,189 | $168.6M | 0.06% | +103,686+3.3% | Added |
| Toronto Dominion Bank | 3,053,531 | $159.4M | 0.25% | +158,762+5.5% | Added |
| Swiss National Bank | 2,508,300 | $129.6M | 0.08% | +136,800+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,492,683 | $128.1M | 1.30% | +20,598+0.8% | Added |
| Scotia Capital Inc. | 2,446,082 | $125.8M | 0.94% | +38,995+1.6% | Added |
| British Columbia Investment Management Corp | 2,096,928 | $108.2M | 0.67% | +53,412+2.6% | Added |
| JPMorgan Chase & Co | 2,022,716 | $104.3M | 0.01% | −36,171−1.8% | Reduced |
| Amundi | 1,933,920 | $99.7M | 0.07% | +1,933,920 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,889,707 | $97.4M | 0.50% | −926,428−32.9% | Reduced |
| Agf Investments Inc. | 1,822,030 | $94.0M | 0.70% | +134,103+7.9% | Added |
| Canada Pension Plan Investment Board | 1,775,000 | $91.6M | 0.11% | +1,774,990+17,749,900.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,683,326 | $86.7M | 0.05% | −299,199−15.1% | Reduced |
| Invesco Ltd. | 1,544,328 | $79.6M | 0.02% | +236,492+18.1% | Added |
| Deutsche Bank AG | 1,444,910 | $74.5M | 0.04% | +721,287+99.7% | Added |
| Man Group plc | 1,364,811 | $70.4M | 0.25% | −62,350−4.4% | Reduced |
| Bank of America Corp | 1,357,451 | $70.0M | 0.01% | +264,805+24.2% | Added |
| Geode Capital Management, LLC | 1,347,594 | $69.4M | 0.01% | +147,404+12.3% | Added |
| Value Partners Investments Inc. | 1,301,500 | $67.1M | 5.47% | +1,697+0.1% | Added |
| Franklin Resources Inc | 1,267,446 | $65.3M | 0.02% | −7,471−0.6% | Reduced |
| First Trust Advisors LP | 1,184,901 | $61.1M | 0.07% | +58,508+5.2% | Added |
| Alberta Investment Management Corp | 1,108,323 | $57.2M | 0.48% | −338,376−23.4% | Reduced |
| Russell Investments Group, Ltd. | 1,071,542 | $55.3M | 0.09% | +83,310+8.4% | Added |
| QV Investors Inc. | 1,038,988 | $53.6M | 3.27% | +275,166+36.0% | Added |
| Guardian Capital LP | 884,298 | $45.6M | 0.90% | −39,065−4.2% | Reduced |
| Credit Suisse AG | 842,279 | $43.5M | 0.03% | −104,576−11.0% | Reduced |
| Montrusco Bolton Investments Inc. | 831,539 | $42.9M | 1.29% | +148,194+21.7% | Added |
| Dimensional Fund Advisors LP | 803,104 | $41.4M | 0.01% | +2,508+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 800,000 | $41.3M | 0.09% | +800,000 | New |
| Morgan Stanley | 767,382 | $39.6M | 0.01% | −441,090−36.5% | Reduced |
| Triasima Portfolio Management inc. | 741,850 | $38.3M | 1.87% | +1,490+0.2% | Added |
| Bank of New York Mellon Corp | 677,792 | $34.9M | 0.01% | −44,642−6.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 654,295 | $33.8M | 1.56% | +7,975+1.2% | Added |
| Korea Investment CORP | 634,571 | $32.8M | 0.09% | +97,700+18.2% | Added |
| Northwest & Ethical Investments L.P. | 623,141 | $32.1M | 1.04% | +94,276+17.8% | Added |
| Schroder Investment Management Group | 489,588 | $31.3M | 0.04% | −433,525−47.0% | Reduced |
| HSBC Holdings PLC | 600,930 | $31.0M | 0.04% | +103,117+20.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 575,020 | $29.6M | 0.18% | −128,305−18.2% | Reduced |
| Cardinal Capital Management, Inc. | 547,311 | $28.2M | 1.52% | −30,718−5.3% | Reduced |
| UBS Group AG | 513,287 | $26.5M | 0.01% | −40,872−7.4% | Reduced |
| Todd Asset Management LLC | 496,275 | $25.6M | 0.58% | −1,653−0.3% | Reduced |
| Goldman Sachs Group Inc | 495,263 | $25.5M | 0.01% | −239,806−32.6% | Reduced |
| BlackRock Inc. | 479,224 | $24.7M | 0.00% | −5,261−1.1% | Reduced |
| Two Sigma Investments, LP | 473,043 | $24.4M | 0.07% | −41,024−8.0% | Reduced |
| Northern Trust Corp | 453,908 | $23.4M | 0.00% | −93,416−17.1% | Reduced |
| Lincluden Management Ltd | 445,156 | $23.0M | 2.20% | −55,851−11.1% | Reduced |
| State of Wisconsin Investment Board | 436,581 | $22.5M | 0.05% | +10,907+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 420,612 | $21.9M | 0.12% | +4,251+1.0% | Added |
| Parametric Portfolio Associates LLC | 387,209 | $20.0M | 0.01% | +17,012+4.6% | Added |
| Great West Life Assurance Co | 386,318 | $19.9M | 0.05% | −3,919−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 377,567 | $19.5M | 0.04% | +170,000+81.9% | Added |
| Cidel Asset Management Inc | 364,408 | $18.8M | 0.76% | +14,536+4.2% | Added |
| Mn Services Vermogensbeheer B.V. | 429,145 | $18.7M | 0.15% | +429,145 | New |
| AMF Pensionsforsakring AB | 360,566 | $18.6M | 0.13% | −4,274−1.2% | Reduced |
| Allianz Asset Management GmbH | 342,662 | $17.7M | 0.02% | −164,520−32.4% | Reduced |
| DekaBank Deutsche Girozentrale | 326,702 | $16.7M | 0.05% | +177,130+118.4% | Added |
| M&G Investment Management Ltd | 320,561 | $16.5M | 0.04% | +634+0.2% | Added |
| Janus Henderson Group PLC | 318,818 | $16.5M | 0.01% | −8,421−2.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 311,658 | $16.1M | 0.77% | +248+0.1% | Added |
| Avalon Investment & Advisory | 304,295 | $15.7M | 0.35% | −31,754−9.4% | Reduced |
| Prudential PLC | 303,043 | $15.6M | 0.14% | −10,020−3.2% | Reduced |
| Neuberger Berman Group LLC | 272,593 | $14.1M | 0.01% | −196,981−41.9% | Reduced |
| Hillsdale Investment Management Inc. | 272,360 | $14.0M | 1.12% | −261,307−49.0% | Reduced |
| Barclays PLC | 268,882 | $13.9M | 0.01% | +119,298+79.8% | Added |
| Wells Fargo & Company | 265,736 | $13.7M | 0.00% | +208,161+361.5% | Added |
| Teachers Retirement System of the State of Kentucky | 257,720 | $13.3M | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 250,808 | $13.2M | 0.60% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 249,396 | $12.9M | 0.06% | −10,351−4.0% | Reduced |
| Intact Investment Management Inc. | 198,400 | $12.7M | 0.36% | +54,100+37.5% | Added |
| Pictet Asset Management Ltd | 232,450 | $12.0M | 0.01% | −13,489−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 228,111 | $11.8M | 0.23% | +2,804+1.2% | Added |
| Forsta Ap-Fonden | 218,900 | $11.3M | 0.13% | +1,200+0.6% | Added |
| Waratah Capital Advisors Ltd. | 217,220 | $11.2M | 0.64% | +17,441+8.7% | Added |
| AMP Capital Investors Ltd | 212,778 | $11.0M | 0.05% | +8,425+4.1% | Added |
| Guardian Capital Advisors LP | 208,351 | $10.8M | 1.10% | −7,650−3.5% | Reduced |
| Aviva PLC | 191,957 | $9.90M | 0.04% | −4,138−2.1% | Reduced |
| Bank of Nova Scotia Trust Co | 177,183 | $9.13M | 0.81% | +15,876+9.8% | Added |
| Public Sector Pension Investment Board | 145,844 | $7.53M | 0.05% | −500,403−77.4% | Reduced |
| AXA S.A. | 144,996 | $7.47M | 0.02% | −42,210−22.5% | Reduced |
| Citigroup Inc | 136,095 | $7.03M | 0.01% | −879−0.6% | Reduced |
| Jane Street Group, LLC | 128,817 | $6.64M | 0.02% | +86,904+207.3% | Added |
| NN Investment Partners Holdings N.V. | 127,727 | $6.58M | 0.04% | +10,106+8.6% | Added |
| Andra AP-fonden | 101,500 | $6.49M | 0.13% | −4,200−4.0% | Reduced |
| Shell Asset Management Co | 124,177 | $6.41M | 0.12% | −47,900−27.8% | Reduced |
| Motco | 122,517 | $6.31M | 0.41% | +7,881+6.9% | Added |