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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 38,775 | $2.00M | 0.00% | +9,584+32.8% | Added |
| Horizon Investments, LLC | 39,188 | $2.02M | 0.06% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 40,373 | $2.08M | 0.09% | −48,433−54.5% | Reduced |
| Unison Advisors LLC | 40,823 | $2.10M | 0.39% | +300+0.7% | Added |
| APG Asset Management N.V. | 48,678 | $2.12M | 0.00% | −131,477−73.0% | Reduced |
| Comerica Bank | 41,737 | $2.15M | 0.01% | 00.0% | Unchanged |
| Pendal Group Limited | 43,826 | $2.26M | 0.02% | −10,831−19.8% | Reduced |
| Commonwealth Equity Services, LLC | 45,827 | $2.36M | 0.01% | +2,237+5.1% | Added |
| Alliancebernstein L.P. | 48,070 | $2.48M | 0.00% | −9,645−16.7% | Reduced |
| Westpac Banking Corp | 48,439 | $2.50M | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 40,026 | $2.56M | 0.66% | +340+0.9% | Added |
| Achmea Investment Management B.V. | 53,212 | $2.75M | 0.09% | −66,980−55.7% | Reduced |
| Crossmark Global Holdings, Inc. | 54,394 | $2.80M | 0.07% | −1,679−3.0% | Reduced |
| Vident Investment Advisory, LLC | 55,977 | $2.89M | 0.09% | +253+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 61,264 | $3.16M | 0.01% | +61,264 | New |
| Barometer Capital Management Inc. | 49,500 | $3.16M | 0.61% | −271,510−84.6% | Reduced |
| Renaissance Technologies LLC | 65,300 | $3.36M | 0.00% | −92,100−58.5% | Reduced |
| Fiera Capital Corp | 72,118 | $3.71M | 0.01% | −52,683−42.2% | Reduced |
| PCJ Investment Counsel Ltd. | 77,327 | $3.99M | 1.49% | −9,390−10.8% | Reduced |
| Credential Qtrade Securities Inc. | 85,544 | $4.41M | 0.35% | +9,951+13.2% | Added |
| Qube Research & Technologies Ltd | 88,173 | $4.54M | 0.06% | +76,607+662.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 101,019 | $5.21M | 2.56% | +2,276+2.3% | Added |
| Millennium Management LLC | 108,589 | $5.60M | 0.01% | +62,900+137.7% | Added |
| Motco | 122,517 | $6.31M | 0.41% | +7,881+6.9% | Added |
| Shell Asset Management Co | 124,177 | $6.41M | 0.12% | −47,900−27.8% | Reduced |
| Andra AP-fonden | 101,500 | $6.49M | 0.13% | −4,200−4.0% | Reduced |
| NN Investment Partners Holdings N.V. | 127,727 | $6.58M | 0.04% | +10,106+8.6% | Added |
| Jane Street Group, LLC | 128,817 | $6.64M | 0.02% | +86,904+207.3% | Added |
| Citigroup Inc | 136,095 | $7.03M | 0.01% | −879−0.6% | Reduced |
| AXA S.A. | 144,996 | $7.47M | 0.02% | −42,210−22.5% | Reduced |
| Public Sector Pension Investment Board | 145,844 | $7.53M | 0.05% | −500,403−77.4% | Reduced |
| Bank of Nova Scotia Trust Co | 177,183 | $9.13M | 0.81% | +15,876+9.8% | Added |
| Aviva PLC | 191,957 | $9.90M | 0.04% | −4,138−2.1% | Reduced |
| Guardian Capital Advisors LP | 208,351 | $10.8M | 1.10% | −7,650−3.5% | Reduced |
| AMP Capital Investors Ltd | 212,778 | $11.0M | 0.05% | +8,425+4.1% | Added |
| Waratah Capital Advisors Ltd. | 217,220 | $11.2M | 0.64% | +17,441+8.7% | Added |
| Forsta Ap-Fonden | 218,900 | $11.3M | 0.13% | +1,200+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 228,111 | $11.8M | 0.23% | +2,804+1.2% | Added |
| Pictet Asset Management Ltd | 232,450 | $12.0M | 0.01% | −13,489−5.5% | Reduced |
| Intact Investment Management Inc. | 198,400 | $12.7M | 0.36% | +54,100+37.5% | Added |
| Jarislowsky, Fraser Ltd | 249,396 | $12.9M | 0.06% | −10,351−4.0% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $13.2M | 0.60% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 257,720 | $13.3M | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 265,736 | $13.7M | 0.00% | +208,161+361.5% | Added |
| Barclays PLC | 268,882 | $13.9M | 0.01% | +119,298+79.8% | Added |
| Hillsdale Investment Management Inc. | 272,360 | $14.0M | 1.12% | −261,307−49.0% | Reduced |
| Neuberger Berman Group LLC | 272,593 | $14.1M | 0.01% | −196,981−41.9% | Reduced |
| Prudential PLC | 303,043 | $15.6M | 0.14% | −10,020−3.2% | Reduced |
| Avalon Investment & Advisory | 304,295 | $15.7M | 0.35% | −31,754−9.4% | Reduced |
| MUFG Securities (Canada), Ltd. | 311,658 | $16.1M | 0.77% | +248+0.1% | Added |
| Janus Henderson Group PLC | 318,818 | $16.5M | 0.01% | −8,421−2.6% | Reduced |
| M&G Investment Management Ltd | 320,561 | $16.5M | 0.09% | +634+0.2% | Added |
| DekaBank Deutsche Girozentrale | 326,702 | $16.7M | 0.05% | +177,130+118.4% | Added |
| Allianz Asset Management GmbH | 342,662 | $17.7M | 0.02% | −164,520−32.4% | Reduced |
| AMF Pensionsforsakring AB | 360,566 | $18.6M | 0.13% | −4,274−1.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 429,145 | $18.7M | 0.15% | +429,145 | New |
| Cidel Asset Management Inc | 364,408 | $18.8M | 0.76% | +14,536+4.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 377,567 | $19.5M | 0.04% | +170,000+81.9% | Added |
| Great West Life Assurance Co | 386,318 | $19.9M | 0.05% | −3,919−1.0% | Reduced |
| Parametric Portfolio Associates LLC | 387,209 | $20.0M | 0.01% | +17,012+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 420,612 | $21.9M | 0.12% | +4,251+1.0% | Added |
| State of Wisconsin Investment Board | 436,581 | $22.5M | 0.05% | +10,907+2.6% | Added |
| Lincluden Management Ltd | 445,156 | $23.0M | 2.20% | −55,851−11.1% | Reduced |
| Northern Trust Corp | 453,908 | $23.4M | 0.00% | −93,416−17.1% | Reduced |
| Two Sigma Investments, LP | 473,043 | $24.4M | 0.07% | −41,024−8.0% | Reduced |
| BlackRock Inc. | 479,224 | $24.7M | 0.00% | −5,261−1.1% | Reduced |
| Goldman Sachs Group Inc | 495,263 | $25.5M | 0.01% | −239,806−32.6% | Reduced |
| Todd Asset Management LLC | 496,275 | $25.6M | 0.58% | −1,653−0.3% | Reduced |
| UBS Group AG | 513,287 | $26.5M | 0.01% | −40,872−7.4% | Reduced |
| Cardinal Capital Management, Inc. | 547,311 | $28.2M | 1.52% | −30,718−5.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 575,020 | $29.6M | 0.18% | −128,305−18.2% | Reduced |
| HSBC Holdings PLC | 600,930 | $31.0M | 0.04% | +103,117+20.7% | Added |
| Schroder Investment Management Group | 489,588 | $31.3M | 0.04% | −433,525−47.0% | Reduced |
| Northwest & Ethical Investments L.P. | 623,141 | $32.1M | 1.04% | +94,276+17.8% | Added |
| Korea Investment CORP | 634,571 | $32.8M | 0.09% | +97,700+18.2% | Added |
| Gluskin Sheff & Assoc Inc | 654,295 | $33.8M | 1.56% | +7,975+1.2% | Added |
| Bank of New York Mellon Corp | 677,792 | $34.9M | 0.01% | −44,642−6.2% | Reduced |
| Triasima Portfolio Management inc. | 741,850 | $38.3M | 1.87% | +1,490+0.2% | Added |
| Morgan Stanley | 767,382 | $39.6M | 0.01% | −441,090−36.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 800,000 | $41.3M | 0.09% | +800,000 | New |
| Dimensional Fund Advisors LP | 803,104 | $41.4M | 0.01% | +2,508+0.3% | Added |
| Montrusco Bolton Investments Inc. | 831,539 | $42.9M | 1.29% | +148,194+21.7% | Added |
| Credit Suisse AG | 842,279 | $43.5M | 0.03% | −104,576−11.0% | Reduced |
| Guardian Capital LP | 884,298 | $45.6M | 0.90% | −39,065−4.2% | Reduced |
| QV Investors Inc. | 1,038,988 | $53.6M | 3.27% | +275,166+36.0% | Added |
| Russell Investments Group, Ltd. | 1,071,542 | $55.3M | 0.09% | +83,310+8.4% | Added |
| Alberta Investment Management Corp | 1,108,323 | $57.2M | 0.48% | −338,376−23.4% | Reduced |
| First Trust Advisors LP | 1,184,901 | $61.1M | 0.07% | +58,508+5.2% | Added |
| Franklin Resources Inc | 1,267,446 | $65.3M | 0.02% | −7,471−0.6% | Reduced |
| Value Partners Investments Inc. | 1,301,500 | $67.1M | 5.48% | +1,697+0.1% | Added |
| Geode Capital Management, LLC | 1,347,594 | $69.4M | 0.01% | +147,404+12.3% | Added |
| Bank of America Corp | 1,357,451 | $70.0M | 0.01% | +264,805+24.2% | Added |
| Man Group plc | 1,364,811 | $70.4M | 0.25% | −62,350−4.4% | Reduced |
| Deutsche Bank AG | 1,444,910 | $74.5M | 0.04% | +721,287+99.7% | Added |
| Invesco Ltd. | 1,544,328 | $79.6M | 0.02% | +236,492+18.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,683,326 | $86.7M | 0.05% | −299,199−15.1% | Reduced |
| Canada Pension Plan Investment Board | 1,775,000 | $91.6M | 0.11% | +1,774,990+17,749,900.0% | Added |
| Agf Investments Inc. | 1,822,030 | $94.0M | 0.70% | +134,103+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,889,707 | $97.4M | 0.50% | −926,428−32.9% | Reduced |
| Amundi | 1,933,920 | $99.7M | 0.07% | +1,933,920 | New |