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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 108,589 | $5.60M | 0.01% | +62,900+137.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 101,019 | $5.21M | 2.56% | +2,276+2.3% | Added |
| Qube Research & Technologies Ltd | 88,173 | $4.54M | 0.06% | +76,607+662.3% | Added |
| Credential Qtrade Securities Inc. | 85,544 | $4.41M | 0.35% | +9,951+13.2% | Added |
| PCJ Investment Counsel Ltd. | 77,327 | $3.99M | 1.49% | −9,390−10.8% | Reduced |
| Fiera Capital Corp | 72,118 | $3.71M | 0.01% | −52,683−42.2% | Reduced |
| Renaissance Technologies LLC | 65,300 | $3.36M | 0.00% | −92,100−58.5% | Reduced |
| Barometer Capital Management Inc. | 49,500 | $3.16M | 0.61% | −271,510−84.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 61,264 | $3.16M | 0.01% | +61,264 | New |
| Vident Investment Advisory, LLC | 55,977 | $2.89M | 0.09% | +253+0.5% | Added |
| Crossmark Global Holdings, Inc. | 54,394 | $2.80M | 0.07% | −1,679−3.0% | Reduced |
| Achmea Investment Management B.V. | 53,212 | $2.75M | 0.09% | −66,980−55.7% | Reduced |
| JCIC Asset Management Inc. | 40,026 | $2.56M | 0.66% | +340+0.9% | Added |
| Westpac Banking Corp | 48,439 | $2.50M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 48,070 | $2.48M | 0.00% | −9,645−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 45,827 | $2.36M | 0.01% | +2,237+5.1% | Added |
| Pendal Group Limited | 43,826 | $2.26M | 0.02% | −10,831−19.8% | Reduced |
| Comerica Bank | 41,737 | $2.15M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 48,678 | $2.12M | 0.00% | −131,477−73.0% | Reduced |
| Unison Advisors LLC | 40,823 | $2.10M | 0.39% | +300+0.7% | Added |
| AlphaCrest Capital Management LLC | 40,373 | $2.08M | 0.09% | −48,433−54.5% | Reduced |
| Horizon Investments, LLC | 39,188 | $2.02M | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 38,775 | $2.00M | 0.00% | +9,584+32.8% | Added |
| HighTower Advisors, LLC | 38,317 | $1.96M | 0.01% | +839+2.2% | Added |
| Addenda Capital Inc. | 27,230 | $1.74M | 0.08% | −3,110−10.3% | Reduced |
| Dorchester Wealth Management Co | 33,006 | $1.70M | 0.39% | −1,800−5.2% | Reduced |
| Strategic Global Advisors, LLC | 32,384 | $1.67M | 0.30% | +187+0.6% | Added |
| Assenagon Asset Management S.A. | 27,656 | $1.43M | 0.01% | +3,197+13.1% | Added |
| Virginia Retirement Systems Et Al | 26,700 | $1.38M | 0.01% | −66,700−71.4% | Reduced |
| Ensign Peak Advisors, Inc | 26,900 | $1.35M | 0.00% | +700+2.7% | Added |
| US Bancorp | 25,300 | $1.30M | 0.00% | −29−0.1% | Reduced |
| M&T Bank Corp | 25,093 | $1.29M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,121 | $1.24M | 0.10% | −6,104−20.2% | Reduced |
| Wetherby Asset Management Inc | 22,116 | $1.14M | 0.07% | +366+1.7% | Added |
| Voya Investment Management LLC | 21,920 | $1.13M | 0.00% | −3,983−15.4% | Reduced |
| Burney Co | 21,811 | $1.12M | 0.05% | −380−1.7% | Reduced |
| Natixis Advisors, L.P. | 21,458 | $1.11M | 0.01% | +1,303+6.5% | Added |
| Cetera Investment Advisers | 21,405 | $1.10M | 0.02% | +1,689+8.6% | Added |
| Candriam Luxembourg S.C.A. | 20,532 | $1.06M | 0.01% | −223,669−91.6% | Reduced |
| SEI Investments Co | 20,495 | $1.06M | 0.00% | −1,112−5.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,900 | $1.03M | 0.01% | −245,100−92.5% | Reduced |
| American Century Companies Inc | 19,697 | $1.02M | 0.00% | +4,478+29.4% | Added |
| Rempart Asset Management Inc. | 19,312 | $995.0K | 0.21% | +19,312 | New |
| Advisor Group Holdings, Inc. | 18,847 | $970.0K | 0.00% | −7,370−28.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,658 | $962.0K | 0.00% | +3,810+25.7% | Added |
| Swiss Life Asset Management Ltd | 18,055 | $931.2K | 0.01% | +18,055 | New |
| HBK Sorce Advisory LLC | 18,000 | $928.0K | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 17,960 | $926.0K | 0.00% | +1,771+10.9% | Added |
| Fayez Sarofim & Co | 17,294 | $891.0K | 0.00% | +17,294 | New |
| Wambolt & Associates, LLC | 16,744 | $867.0K | 0.37% | +3,739+28.8% | Added |
| Northwestern Mutual Wealth Management Co | 16,360 | $844.0K | 0.00% | −284−1.7% | Reduced |
| Washington Trust Co | 15,842 | $817.0K | 0.02% | −160−1.0% | Reduced |
| Engrave Wealth Partners LLC | 15,019 | $774.0K | 0.23% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,873 | $767.0K | 0.00% | +1,866+14.3% | Added |
| CIBC Private Wealth Group, LLC | 14,481 | $747.0K | 0.00% | −136−0.9% | Reduced |
| Blair William & Co | 14,288 | $736.0K | 0.00% | −269−1.8% | Reduced |
| Quilter Plc | 14,091 | $727.0K | 0.02% | −890−5.9% | Reduced |
| Envestnet Asset Management Inc | 13,915 | $717.0K | 0.00% | −12,992−48.3% | Reduced |
| Boston Private Wealth LLC | 13,654 | $704.0K | 0.01% | +745+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,538 | $698.0K | 0.00% | +1,249+10.2% | Added |
| Ontario Teachers Pension Plan Board | 13,172 | $679.0K | 0.01% | −18,324−58.2% | Reduced |
| Signaturefd, LLC | 12,887 | $664.0K | 0.03% | +797+6.6% | Added |
| Brinker Capital Investments, LLC | 12,655 | $652.0K | 0.01% | +12,655 | New |
| Avantax Advisory Services, Inc. | 12,409 | $639.0K | 0.01% | +212+1.7% | Added |
| AE Wealth Management LLC | 12,021 | $620.0K | 0.01% | −95−0.8% | Reduced |
| LPL Financial LLC | 11,741 | $605.0K | 0.00% | −50−0.4% | Reduced |
| Ritholtz Wealth Management | 11,171 | $576.0K | 0.04% | +1,432+14.7% | 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 |
| Private Advisor Group, LLC | 10,730 | $553.0K | 0.00% | +10+0.1% | Added |
| Kestra Advisory Services, LLC | 10,647 | $549.0K | 0.01% | +2,951+38.3% | Added |
| 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 |
| Cumberland Partners Ltd | 10,122 | $521.0K | 0.04% | −11,269−52.7% | Reduced |
| Premier Asset Management LLC | 9,902 | $510.0K | 0.08% | +523+5.6% | Added |
| Janney Montgomery Scott LLC | 9,855 | $508.0K | 0.00% | +10.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $499.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 9,532 | $491.0K | 0.00% | +2,338+32.5% | Added |
| Glenmede Trust Co NA | 9,310 | $479.0K | 0.00% | −1,622−14.8% | Reduced |
| Brewin Dolphin Ltd | 9,283 | $478.4K | 0.02% | −159−1.7% | Reduced |
| Paloma Partners Management Co | 9,254 | $477.0K | 0.01% | −1,600−14.7% | Reduced |
| Fifth Third Bancorp | 8,768 | $452.0K | 0.00% | −2,949−25.2% | Reduced |
| Cigna Investments Inc | 8,700 | $449.0K | 0.03% | −193−2.2% | Reduced |
| King Luther Capital Management Corp | 8,698 | $448.0K | 0.00% | +8,698 | New |
| Erste Asset Management GmbH | 8,500 | $439.0K | 0.01% | −26,900−76.0% | Reduced |
| Ethic Inc. | 8,335 | $430.0K | 0.05% | −435−5.0% | Reduced |
| Davidson Trust Co | 8,303 | $428.0K | 0.33% | 00.0% | Unchanged |
| Financial Management Network Inc | 17,890 | $414.0K | 0.21% | +17,890 | New |
| K.J. Harrison & Partners Inc | 7,873 | $406.0K | 0.06% | +838+11.9% | Added |
| Two Sigma Advisers, LP | 7,832 | $404.0K | 0.00% | −109,000−93.3% | Reduced |
| Old National Bancorp | 7,829 | $403.0K | 0.02% | −827−9.6% | Reduced |
| First National Trust Co | 7,741 | $399.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 7,470 | $385.0K | 0.00% | −4,188−35.9% | Reduced |
| Ameriprise Financial Inc | 7,078 | $365.0K | 0.00% | −379−5.1% | Reduced |
| Unio Capital LLC | 7,040 | $363.0K | 0.16% | −1,470−17.3% | Reduced |
| Banque Cantonale Vaudoise | 7,000 | $362.0K | 0.02% | +5,100+268.4% | Added |
| Welch & Forbes LLC | 6,977 | $360.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $345.3K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $344.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,603 | $340.0K | 0.01% | −120−1.8% | Reduced |