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, Q3 2021
Institutional positions in Sun Life Financial Inc as of Sep 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
- 325
- +5 vs. Q2 2021
- Shares held
- 284.8M
- +5.36M (+1.9%) vs. Q2 2021
- Total value
- $14.8B
- +$244.5M (+1.7%) vs. Q2 2021
- New holders
- 28
- 101 more added
- Sold out
- 23
- 102 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 49,648,240 | $2.55B | 0.72% | +1,445,681+3.0% | Added |
| Bank of Montreal | 19,065,862 | $992.0M | 0.49% | −279,542−1.4% | Reduced |
| Price T Rowe Associates Inc | 19,169,528 | $986.5M | 0.09% | +472,066+2.5% | Added |
| Vanguard Group Inc | 18,657,010 | $959.9M | 0.02% | +545,984+3.0% | Added |
| FIL Ltd | 16,472,720 | $848.0M | 0.94% | +1,797,072+12.2% | Added |
| Mackenzie Financial Corp | 16,421,252 | $843.9M | 1.20% | +954,491+6.2% | Added |
| TD Asset Management Inc | 14,034,925 | $722.3M | 0.75% | −22,609−0.2% | Reduced |
| Bank of Nova Scotia | 12,035,573 | $619.5M | 1.13% | +2,683,303+28.7% | Added |
| Beutel, Goodman & Co Ltd. | 11,464,880 | $590.5M | 3.61% | −206,295−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 6,910,489 | $450.6M | 0.37% | −123,314−1.8% | Reduced |
| CIBC World Markets Inc. | 7,605,005 | $391.3M | 1.41% | +519,555+7.3% | Added |
| CIBC Asset Management Inc | 7,364,087 | $376.5M | 1.52% | +309,333+4.4% | Added |
| Norges Bank | 6,130,549 | $315.2M | 0.07% | −628,253−9.3% | Reduced |
| 1832 Asset Management L.P. | 5,881,893 | $305.6M | 0.57% | +711,475+13.8% | Added |
| FMR LLC | 5,686,385 | $292.7M | 0.02% | −111,207−1.9% | Reduced |
| Letko, Brosseau & Associates Inc | 3,331,518 | $171.5M | 2.48% | −80,841−2.4% | Reduced |
| Legal & General Group Plc | 3,260,772 | $167.8M | 0.05% | −5,417−0.2% | Reduced |
| Toronto Dominion Bank | 2,649,952 | $138.4M | 0.22% | −403,579−13.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,547,687 | $131.0M | 0.68% | +657,980+34.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,556,970 | $130.8M | 1.36% | +64,287+2.6% | Added |
| Scotia Capital Inc. | 2,536,634 | $130.5M | 0.96% | +90,552+3.7% | Added |
| Swiss National Bank | 2,439,100 | $124.9M | 0.08% | −69,200−2.8% | Reduced |
| JPMorgan Chase & Co | 2,040,576 | $105.0M | 0.01% | +17,860+0.9% | Added |
| British Columbia Investment Management Corp | 1,944,654 | $100.0M | 0.59% | −152,274−7.3% | Reduced |
| Invesco Ltd. | 1,893,573 | $97.4M | 0.02% | +349,245+22.6% | Added |
| Amundi | 1,885,746 | $97.0M | 0.07% | −48,174−2.5% | Reduced |
| Canada Pension Plan Investment Board | 1,775,000 | $91.4M | 0.10% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,707,570 | $87.9M | 0.67% | −114,460−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,537,702 | $79.0M | 0.05% | −145,624−8.7% | Reduced |
| Geode Capital Management, LLC | 1,515,126 | $77.8M | 0.01% | +167,532+12.4% | Added |
| Man Group plc | 1,352,751 | $69.6M | 0.25% | −12,060−0.9% | Reduced |
| Value Partners Investments Inc. | 1,303,547 | $66.7M | 5.67% | +2,047+0.2% | Added |
| First Trust Advisors LP | 1,227,532 | $63.2M | 0.07% | +42,631+3.6% | Added |
| Franklin Resources Inc | 1,180,189 | $60.7M | 0.02% | −87,257−6.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,156,325 | $59.5M | 0.13% | +356,325+44.5% | Added |
| Bank of America Corp | 1,108,632 | $57.0M | 0.01% | −248,819−18.3% | Reduced |
| Credit Suisse AG | 994,251 | $51.2M | 0.04% | +151,972+18.0% | Added |
| Russell Investments Group, Ltd. | 966,855 | $49.8M | 0.08% | −104,687−9.8% | Reduced |
| QV Investors Inc. | 863,435 | $44.4M | 3.37% | −175,553−16.9% | Reduced |
| Alberta Investment Management Corp | 861,612 | $44.3M | 0.38% | −246,711−22.3% | Reduced |
| Guardian Capital LP | 855,648 | $44.0M | 0.91% | −28,650−3.2% | Reduced |
| Montrusco Bolton Investments Inc. | 811,833 | $41.8M | 1.14% | −19,706−2.4% | Reduced |
| Dimensional Fund Advisors LP | 795,945 | $41.0M | 0.01% | −7,159−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 786,024 | $40.6M | 0.11% | +459,322+140.6% | Added |
| Triasima Portfolio Management inc. | 717,650 | $37.0M | 1.97% | −24,200−3.3% | Reduced |
| Bank of New York Mellon Corp | 681,643 | $35.1M | 0.01% | +3,851+0.6% | Added |
| Gluskin Sheff & Assoc Inc | 650,693 | $33.5M | 1.40% | −3,602−0.6% | Reduced |
| Deutsche Bank AG | 650,868 | $33.5M | 0.02% | −794,042−55.0% | Reduced |
| Northwest & Ethical Investments L.P. | 621,564 | $32.0M | 1.04% | −1,577−0.3% | Reduced |
| HSBC Holdings PLC | 586,385 | $30.2M | 0.03% | −14,545−2.4% | Reduced |
| Morgan Stanley | 530,124 | $27.3M | 0.00% | −237,258−30.9% | Reduced |
| Goldman Sachs Group Inc | 512,572 | $26.4M | 0.01% | +17,309+3.5% | Added |
| Cidel Asset Management Inc | 511,896 | $26.3M | 1.07% | +147,488+40.5% | Added |
| Cardinal Capital Management, Inc. | 511,069 | $26.1M | 1.43% | −36,242−6.6% | Reduced |
| Todd Asset Management LLC | 501,251 | $25.8M | 0.59% | +4,976+1.0% | Added |
| BlackRock Inc. | 481,303 | $24.8M | 0.00% | +2,079+0.4% | Added |
| AustralianSuper Pty Ltd | 365,144 | $23.8M | 0.15% | +365,144 | New |
| Lincluden Management Ltd | 442,621 | $22.8M | 2.29% | −2,535−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 440,837 | $22.7M | 0.12% | +20,225+4.8% | Added |
| Parametric Portfolio Associates LLC | 410,628 | $21.1M | 0.01% | +23,419+6.0% | Added |
| Great West Life Assurance Co | 402,452 | $20.8M | 0.05% | +16,134+4.2% | Added |
| UBS Group AG | 361,552 | $18.6M | 0.01% | −151,735−29.6% | Reduced |
| AMF Pensionsforsakring AB | 360,566 | $18.6M | 0.13% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 316,188 | $16.3M | 0.03% | −120,393−27.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 312,799 | $16.1M | 0.65% | +1,141+0.4% | Added |
| Prudential PLC | 303,399 | $15.6M | 0.22% | +356+0.1% | Added |
| Janus Henderson Group PLC | 295,289 | $15.2M | 0.01% | −23,529−7.4% | Reduced |
| Avalon Investment & Advisory | 281,723 | $14.5M | 0.34% | −22,572−7.4% | Reduced |
| Northern Trust Corp | 280,217 | $14.4M | 0.00% | −173,691−38.3% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $14.3M | 0.63% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 275,950 | $14.2M | 1.10% | +3,590+1.3% | Added |
| Jarislowsky, Fraser Ltd | 275,033 | $14.2M | 0.07% | +25,637+10.3% | Added |
| M&G Investment Management Ltd | 271,114 | $13.9M | 0.07% | −49,447−15.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 257,720 | $13.3M | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 238,883 | $12.3M | 0.01% | −29,999−11.2% | Reduced |
| Allianz Asset Management GmbH | 238,379 | $12.3M | 0.01% | −104,283−30.4% | Reduced |
| NN Investment Partners Holdings N.V. | 230,515 | $11.9M | 0.07% | +102,788+80.5% | Added |
| Korea Investment CORP | 226,971 | $11.7M | 0.03% | −407,600−64.2% | Reduced |
| Pictet Asset Management SA | 226,211 | $11.6M | 0.01% | +226,211 | New |
| Wells Fargo & Company | 219,042 | $11.3M | 0.00% | −46,694−17.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 214,185 | $11.0M | 0.06% | −360,835−62.8% | Reduced |
| Guardian Capital Advisors LP | 207,122 | $10.9M | 1.13% | −1,229−0.6% | Reduced |
| Schroder Investment Management Group | 164,718 | $10.7M | 0.02% | −324,870−66.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $10.7M | 0.03% | −170,000−45.0% | Reduced |
| Forsta Ap-Fonden | 206,800 | $10.6M | 0.12% | −12,100−5.5% | Reduced |
| Intact Investment Management Inc. | 155,700 | $10.1M | 0.28% | −42,700−21.5% | Reduced |
| Neuberger Berman Group LLC | 189,170 | $9.82M | 0.01% | −83,423−30.6% | Reduced |
| Natixis | 187,631 | $9.66M | 0.03% | +187,631 | New |
| Aviva PLC | 179,328 | $9.20M | 0.04% | −12,629−6.6% | Reduced |
| AMP Capital Investors Ltd | 174,569 | $8.99M | 0.05% | −38,209−18.0% | Reduced |
| Bank of Nova Scotia Trust Co | 168,193 | $8.65M | 0.78% | −8,990−5.1% | Reduced |
| AXA S.A. | 149,276 | $7.68M | 0.02% | +4,280+3.0% | Added |
| Motco | 129,521 | $6.66M | 0.43% | +7,004+5.7% | Added |
| USS Investment Management Ltd | 129,226 | $6.65M | 0.06% | +129,226 | New |
| Public Sector Pension Investment Board | 127,264 | $6.55M | 0.04% | −18,580−12.7% | Reduced |
| Shell Asset Management Co | 126,253 | $6.50M | 0.15% | +2,076+1.7% | Added |
| Citigroup Inc | 113,767 | $5.86M | 0.01% | −22,328−16.4% | Reduced |
| Fiera Capital Corp | 109,150 | $5.61M | 0.01% | +37,032+51.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 99,629 | $5.10M | 2.47% | −1,390−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 57,803 | $4.81M | 0.01% | −3,461−5.6% | Reduced |