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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 6,435 | $332.0K | 0.00% | +1,609+33.3% | Added |
| Heathbridge Capital Management Ltd. | 6,400 | $330.0K | 0.09% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,317 | $326.0K | 0.02% | +2,043+47.8% | Added |
| 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 |
| Pinnacle Associates Ltd | 6,153 | $317.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 6,018 | $310.0K | 0.03% | −1,868−23.7% | Reduced |
| Centiva Capital, LP | 5,851 | $302.0K | 0.02% | +5,851 | New |
| 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 |
| Advisors Asset Management, Inc. | 5,666 | $292.0K | 0.00% | +509+9.9% | Added |
| Cozad Asset Management Inc | 5,494 | $283.0K | 0.04% | 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 |
| 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 |
| Capital International Investors | 5,374 | $277.0K | 0.00% | −410−7.1% | Reduced |
| Running Point Capital Advisors, LLC | 5,176 | $267.0K | 0.12% | +19+0.4% | Added |
| Captrust Financial Advisors | 5,153 | $266.0K | 0.00% | −7−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,136 | $265.0K | 0.01% | −67−1.3% | Reduced |
| MONECO Advisors, LLC | 5,019 | $259.0K | 0.12% | +5+0.1% | Added |
| First Bank & Trust | 4,828 | $249.0K | 0.12% | 00.0% | Unchanged |
| Capital City Trust Co | 4,793 | $247.0K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 4,755 | $245.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,796 | $243.0K | 0.01% | +416+12.3% | Added |
| West Family Investments, Inc. | 4,690 | $242.0K | 0.07% | +4,690 | New |
| Stifel Financial Corp | 4,652 | $240.0K | 0.00% | −162−3.4% | Reduced |
| Pacer Advisors, Inc. | 4,606 | $237.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $237.0K | 0.00% | +4,602 | New |
| 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 |
| Geneos Wealth Management Inc. | 4,443 | $229.0K | 0.01% | −934−17.4% | Reduced |
| Flaharty Asset Management, LLC | 4,411 | $227.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,323 | $223.0K | 0.01% | −156−3.5% | Reduced |
| Rathbone Brothers plc | 3,990 | $206.0K | 0.00% | −143−3.5% | Reduced |
| Lindbrook Capital, LLC | 3,832 | $198.0K | 0.04% | +12+0.3% | Added |
| City Holding Co | 3,700 | $191.0K | 0.03% | −300−7.5% | Reduced |
| CWM, LLC | 3,608 | $186.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,423 | $176.0K | 0.01% | +267+8.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,100 | $160.0K | 0.00% | +3,100 | New |
| First Horizon Advisors, Inc. | 3,033 | $156.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,000 | $155.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $147.0K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,480 | $128.0K | 0.00% | +2,480 | New |
| 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 |
| Huntington National Bank | 2,349 | $121.0K | 0.00% | +559+31.2% | Added |
| Quadrant Capital Group LLC | 2,334 | $120.0K | 0.02% | +200+9.4% | Added |
| Concord Wealth Partners | 2,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,985 | $102.0K | 0.01% | −49−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $96.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,724 | $89.0K | 0.00% | −231−11.8% | Reduced |
| North Star Investment Management Corp. | 1,689 | $87.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,626 | $84.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lowe Wealth Advisors, LLC | 1,299 | $67.0K | 0.03% | +1+0.1% | Added |
| Spire Wealth Management | 1,136 | $59.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,129 | $58.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.0K | 0.01% | +1,049 | New |
| MCF Advisors LLC | 890 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Duncker Streett & Co Inc | 814 | $42.0K | 0.01% | −813−50.0% | Reduced |
| HM Payson & Co | 742 | $38.0K | 0.00% | 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 |
| Laurel Wealth Advisors LLC | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 700 | $35.0K | 0.00% | +700 | New |
| Meeder Asset Management Inc | 640 | $33.0K | 0.00% | +640 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 552 | $28.4K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 535 | $28.0K | 0.00% | +35+7.0% | Added |
| Gemmer Asset Management LLC | 519 | $27.0K | 0.00% | 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 |
| Atticus Wealth Management, LLC | 491 | $25.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 461 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 462 | $24.0K | 0.00% | +462 | New |
| Atlas Capital Advisors LLC | 455 | $23.4K | 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 |
| Brewin Dolphin Wealth Management Ltd | 402 | $20.7K | 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 |
| Glassman Wealth Services | 374 | $19.0K | 0.00% | +4+1.1% | Added |
| Global Retirement Partners, LLC | 372 | $19.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $18.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 318 | $16.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 303 | $16.0K | 0.00% | +303 | New |
| PhiloSmith Capital Corp | 300 | $15.0K | 0.01% | +300 | New |
| Your Advocates Ltd., LLP | 275 | $14.0K | 0.01% | 00.0% | Unchanged |