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 | $15.1B |
| Q2 2025 | 447 | $17.7B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $15.7B |
| Q3 2024 | 422 | $15.8B |
| Q2 2024 | 396 | $13.2B |
| Q1 2024 | 419 | $15.0B |
| Q4 2023 | 398 | $14.3B |
| Q3 2023 | 379 | $13.2B |
| Q2 2023 | 382 | $14.5B |
| Q1 2023 | 381 | $12.8B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.0B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.8B |
| 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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $1.00K | 0.00% | +14 | New |
| Rockefeller Capital Management L.P. | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 29 | $1.50K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $4.33K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 | $8.00K | 0.00% | +1+0.6% | Added |
| Baystate Wealth Management LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $10.0K | 0.00% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 241 | $12.0K | 0.00% | +130+117.1% | Added |
| Plante Moran Financial Advisors, LLC | 256 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 258 | $13.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| PhiloSmith Capital Corp | 300 | $15.0K | 0.01% | +300 | New |
| D'Orazio & Associates, Inc. | 318 | $16.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 303 | $16.0K | 0.00% | +303 | New |
| Westside Investment Management, Inc. | 355 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 374 | $19.0K | 0.00% | +4+1.1% | Added |
| Global Retirement Partners, LLC | 372 | $19.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $20.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 395 | $20.0K | 0.00% | +395 | New |
| Brewin Dolphin Wealth Management Ltd | 402 | $20.7K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 427 | $22.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 438 | $22.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 455 | $23.4K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 461 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 462 | $24.0K | 0.00% | +462 | New |
| Atticus Wealth Management, LLC | 491 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $26.0K | 0.00% | +2+0.4% | Added |
| Rocky Mountain Advisers, LLC | 500 | $26.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 519 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 535 | $28.0K | 0.00% | +35+7.0% | Added |
| Sutton Wealth Advisors Inc. | 552 | $28.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 598 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 640 | $33.0K | 0.00% | +640 | New |
| Eubel Brady & Suttman Asset Management Inc | 700 | $35.0K | 0.00% | +700 | New |
| Laurel Wealth Advisors LLC | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 733 | $37.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 714 | $37.0K | 0.00% | −11−1.5% | Reduced |
| Firestone Capital Management | 723 | $37.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 724 | $37.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $38.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $42.0K | 0.01% | −813−50.0% | Reduced |
| Freedman Financial Associates, Inc. | 842 | $43.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 829 | $43.0K | 0.01% | +27+3.4% | Added |
| MCF Advisors LLC | 890 | $46.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.0K | 0.01% | +1,049 | New |
| Massmutual Trust Co FSB | 1,114 | $57.0K | 0.00% | +73+7.0% | Added |
| Fieldpoint Private Securities, LLC | 1,077 | $57.0K | 0.01% | +102+10.5% | Added |
| Old North State Trust, LLC | 1,129 | $58.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,136 | $59.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,299 | $67.0K | 0.03% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,392 | $72.0K | 0.00% | −875−38.6% | Reduced |
| Financial Management Professionals, Inc. | 1,403 | $72.0K | 0.02% | +23+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,481 | $76.0K | 0.00% | +9+0.6% | Added |
| Johnson Midwest Financial, LLC | 1,478 | $76.0K | 0.07% | +8+0.5% | Added |
| Allworth Financial LP | 1,626 | $84.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,689 | $87.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,724 | $89.0K | 0.00% | −231−11.8% | Reduced |
| Perkins Coie Trust Co | 1,871 | $96.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,985 | $102.0K | 0.01% | −49−2.4% | Reduced |
| Concord Wealth Partners | 2,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,334 | $120.0K | 0.02% | +200+9.4% | Added |
| Huntington National Bank | 2,349 | $121.0K | 0.00% | +559+31.2% | Added |
| Macquarie Group Ltd | 2,396 | $123.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $123.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,480 | $128.0K | 0.00% | +2,480 | New |
| Independence Bank of Kentucky | 2,844 | $147.0K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,000 | $155.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,033 | $156.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,100 | $160.0K | 0.00% | +3,100 | New |
| Parallel Advisors, LLC | 3,423 | $176.0K | 0.01% | +267+8.5% | Added |
| CWM, LLC | 3,608 | $186.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 3,700 | $191.0K | 0.03% | −300−7.5% | Reduced |
| Lindbrook Capital, LLC | 3,832 | $198.0K | 0.04% | +12+0.3% | Added |
| Rathbone Brothers plc | 3,990 | $206.0K | 0.00% | −143−3.5% | Reduced |
| Harbour Investments, Inc. | 4,323 | $223.0K | 0.01% | −156−3.5% | Reduced |
| Flaharty Asset Management, LLC | 4,411 | $227.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,443 | $229.0K | 0.01% | −934−17.4% | Reduced |
| Advisory Resource Group | 4,515 | $233.0K | 0.09% | +129+2.9% | Added |
| Credit Agricole S A | 4,522 | $233.0K | 0.01% | +146+3.3% | Added |
| Pacer Advisors, Inc. | 4,606 | $237.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $237.0K | 0.00% | +4,602 | New |
| Stifel Financial Corp | 4,652 | $240.0K | 0.00% | −162−3.4% | Reduced |
| West Family Investments, Inc. | 4,690 | $242.0K | 0.07% | +4,690 | New |
| Lombard Odier Asset Management (Switzerland) SA | 3,796 | $243.0K | 0.01% | +416+12.3% | Added |
| Argent Trust Co | 4,755 | $245.0K | 0.02% | 00.0% | Unchanged |