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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 256 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 258 | $13.0K | 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.3K | 0.01% | 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 |
| Baystate Wealth Management LLC | 169 | $9.00K | 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 |
| Oakworth Capital, Inc. | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $4.33K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 29 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.29K | 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 |
| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −820,359−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −319,098−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −167,400−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −120,531−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −72,036−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −58,720−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −56,223−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −54,732−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −47,079−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,235−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,787−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,449−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −14,422−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −12,677−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −11,006−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −8,807−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,369−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,511−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Pathway Financial Advisors LLC | – | – | – | – | Not filed |