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 |
|---|---|---|---|---|---|
| Capital City Trust Co | 4,793 | $247.0K | 0.07% | 00.0% | Unchanged |
| First Bank & Trust | 4,828 | $249.0K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,019 | $259.0K | 0.12% | +5+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,136 | $265.0K | 0.01% | −67−1.3% | Reduced |
| Captrust Financial Advisors | 5,153 | $266.0K | 0.00% | −7−0.1% | Reduced |
| Running Point Capital Advisors, LLC | 5,176 | $267.0K | 0.12% | +19+0.4% | Added |
| Capital International Investors | 5,374 | $277.0K | 0.00% | −410−7.1% | Reduced |
| Smithfield Trust Co | 5,394 | $278.0K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,407 | $278.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $280.0K | 0.00% | −364−6.3% | Reduced |
| Northwest Bancshares, Inc. | 5,433 | $280.0K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,494 | $283.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,666 | $292.0K | 0.00% | +509+9.9% | Added |
| Advisory Services Network, LLC | 5,808 | $299.0K | 0.01% | +42+0.7% | Added |
| Evergreen Capital Management LLC | 5,803 | $299.0K | 0.01% | +726+14.3% | Added |
| Centiva Capital, LP | 5,851 | $302.0K | 0.02% | +5,851 | New |
| JustInvest LLC | 6,018 | $310.0K | 0.03% | −1,868−23.7% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $317.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,275 | $323.0K | 0.12% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,269 | $323.0K | 0.00% | +100+1.6% | Added |
| Corient Capital Partners, LLC | 6,317 | $326.0K | 0.02% | +2,043+47.8% | Added |
| Heathbridge Capital Management Ltd. | 6,400 | $330.0K | 0.09% | 00.0% | Unchanged |
| Eaton Vance Management | 6,435 | $332.0K | 0.00% | +1,609+33.3% | Added |
| Financial Counselors Inc | 6,603 | $340.0K | 0.01% | −120−1.8% | Reduced |
| Parsons Capital Management Inc | 6,667 | $344.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $345.3K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $360.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,000 | $362.0K | 0.02% | +5,100+268.4% | Added |
| Unio Capital LLC | 7,040 | $363.0K | 0.16% | −1,470−17.3% | Reduced |
| Ameriprise Financial Inc | 7,078 | $365.0K | 0.00% | −379−5.1% | Reduced |
| Creative Planning | 7,470 | $385.0K | 0.00% | −4,188−35.9% | Reduced |
| First National Trust Co | 7,741 | $399.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 7,829 | $403.0K | 0.02% | −827−9.6% | Reduced |
| Two Sigma Advisers, LP | 7,832 | $404.0K | 0.00% | −109,000−93.3% | Reduced |
| K.J. Harrison & Partners Inc | 7,873 | $406.0K | 0.06% | +838+11.9% | Added |
| Financial Management Network Inc | 17,890 | $414.0K | 0.21% | +17,890 | New |
| Davidson Trust Co | 8,303 | $428.0K | 0.33% | 00.0% | Unchanged |
| Ethic Inc. | 8,335 | $430.0K | 0.05% | −435−5.0% | Reduced |
| Erste Asset Management GmbH | 8,500 | $439.0K | 0.01% | −26,900−76.0% | Reduced |
| King Luther Capital Management Corp | 8,698 | $448.0K | 0.00% | +8,698 | New |
| Cigna Investments Inc | 8,700 | $449.0K | 0.03% | −193−2.2% | Reduced |
| Fifth Third Bancorp | 8,768 | $452.0K | 0.00% | −2,949−25.2% | Reduced |
| Paloma Partners Management Co | 9,254 | $477.0K | 0.01% | −1,600−14.7% | Reduced |
| Brewin Dolphin Ltd | 9,283 | $478.4K | 0.02% | −159−1.7% | Reduced |
| Glenmede Trust Co NA | 9,310 | $479.0K | 0.00% | −1,622−14.8% | Reduced |
| First Republic Investment Management, Inc. | 9,532 | $491.0K | 0.00% | +2,338+32.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $499.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,855 | $508.0K | 0.00% | +10.0% | Added |
| Premier Asset Management LLC | 9,902 | $510.0K | 0.08% | +523+5.6% | Added |
| Cumberland Partners Ltd | 10,122 | $521.0K | 0.04% | −11,269−52.7% | Reduced |
| Tacita Capital Inc | 10,420 | $537.0K | 0.32% | −680−6.1% | Reduced |
| Cetera Advisor Networks LLC | 10,427 | $537.0K | 0.01% | +1,063+11.4% | Added |
| Kestra Advisory Services, LLC | 10,647 | $549.0K | 0.01% | +2,951+38.3% | Added |
| Private Advisor Group, LLC | 10,730 | $553.0K | 0.00% | +10+0.1% | Added |
| The PNC Financial Services Group, Inc. | 10,892 | $562.0K | 0.00% | −187−1.7% | Reduced |
| Claret Asset Management Corp | 10,907 | $562.0K | 0.09% | +351+3.3% | Added |
| Ritholtz Wealth Management | 11,171 | $576.0K | 0.04% | +1,432+14.7% | Added |
| LPL Financial LLC | 11,741 | $605.0K | 0.00% | −50−0.4% | Reduced |
| AE Wealth Management LLC | 12,021 | $620.0K | 0.01% | −95−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,409 | $639.0K | 0.01% | +212+1.7% | Added |
| Brinker Capital Investments, LLC | 12,655 | $652.0K | 0.01% | +12,655 | New |
| Signaturefd, LLC | 12,887 | $664.0K | 0.03% | +797+6.6% | Added |
| Ontario Teachers Pension Plan Board | 13,172 | $679.0K | 0.01% | −18,324−58.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,538 | $698.0K | 0.00% | +1,249+10.2% | Added |
| Boston Private Wealth LLC | 13,654 | $704.0K | 0.01% | +745+5.8% | Added |
| Envestnet Asset Management Inc | 13,915 | $717.0K | 0.00% | −12,992−48.3% | Reduced |
| Quilter Plc | 14,091 | $727.0K | 0.02% | −890−5.9% | Reduced |
| Blair William & Co | 14,288 | $736.0K | 0.00% | −269−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 14,481 | $747.0K | 0.00% | −136−0.9% | Reduced |
| Van Eck Associates Corp | 14,873 | $767.0K | 0.00% | +1,866+14.3% | Added |
| Engrave Wealth Partners LLC | 15,019 | $774.0K | 0.23% | 00.0% | Unchanged |
| Washington Trust Co | 15,842 | $817.0K | 0.02% | −160−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,360 | $844.0K | 0.00% | −284−1.7% | Reduced |
| Wambolt & Associates, LLC | 16,744 | $867.0K | 0.37% | +3,739+28.8% | Added |
| Fayez Sarofim & Co | 17,294 | $891.0K | 0.00% | +17,294 | New |
| Capital World Investors | 17,960 | $926.0K | 0.00% | +1,771+10.9% | Added |
| HBK Sorce Advisory LLC | 18,000 | $928.0K | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 18,055 | $931.2K | 0.01% | +18,055 | New |
| Raymond James Financial Services Advisors, Inc. | 18,658 | $962.0K | 0.00% | +3,810+25.7% | Added |
| Advisor Group Holdings, Inc. | 18,847 | $970.0K | 0.00% | −7,370−28.1% | Reduced |
| Rempart Asset Management Inc. | 19,312 | $995.0K | 0.21% | +19,312 | New |
| American Century Companies Inc | 19,697 | $1.02M | 0.00% | +4,478+29.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,900 | $1.03M | 0.01% | −245,100−92.5% | Reduced |
| SEI Investments Co | 20,495 | $1.06M | 0.00% | −1,112−5.1% | Reduced |
| Candriam Luxembourg S.C.A. | 20,532 | $1.06M | 0.01% | −223,669−91.6% | Reduced |
| Cetera Investment Advisers | 21,405 | $1.10M | 0.02% | +1,689+8.6% | Added |
| Natixis Advisors, L.P. | 21,458 | $1.11M | 0.01% | +1,303+6.5% | Added |
| Burney Co | 21,811 | $1.12M | 0.05% | −380−1.7% | Reduced |
| Voya Investment Management LLC | 21,920 | $1.13M | 0.00% | −3,983−15.4% | Reduced |
| Wetherby Asset Management Inc | 22,116 | $1.14M | 0.07% | +366+1.7% | Added |
| Quantbot Technologies LP | 24,121 | $1.24M | 0.10% | −6,104−20.2% | Reduced |
| M&T Bank Corp | 25,093 | $1.29M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 25,300 | $1.30M | 0.00% | −29−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,900 | $1.35M | 0.00% | +700+2.7% | Added |
| Virginia Retirement Systems Et Al | 26,700 | $1.38M | 0.01% | −66,700−71.4% | Reduced |
| Assenagon Asset Management S.A. | 27,656 | $1.43M | 0.01% | +3,197+13.1% | Added |
| Strategic Global Advisors, LLC | 32,384 | $1.67M | 0.30% | +187+0.6% | Added |
| Dorchester Wealth Management Co | 33,006 | $1.70M | 0.39% | −1,800−5.2% | Reduced |
| Addenda Capital Inc. | 27,230 | $1.74M | 0.08% | −3,110−10.3% | Reduced |
| HighTower Advisors, LLC | 38,317 | $1.96M | 0.01% | +839+2.2% | Added |