Sun Life Financial Inc

SLF

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0001097362

SEC filings (opens in a new tab)

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.

Other share classesSLFIF SLFQF SUNFF

Q3 2021 vs. Q2 2021

How the institutions holding Sun Life Financial Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of SLF: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	323	3	325	+5
Shares	279.7M	236.4K	284.8M	+5.36M (+1.9%)
Value	$14.5B	$12.2M	$14.8B	+$244.5M (+1.7%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Sun Life Financial Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to SLF in Q3 2021
Institution	Shares	Value	% of portfolio
AustralianSuper Pty Ltd	365,144	$23.8M	0.15%
Pictet Asset Management SA	226,211	$11.6M	0.01%
Natixis	187,631	$9.66M	0.03%
USS Investment Management Ltd	129,226	$6.65M	0.06%
Voloridge Investment Management, LLC	88,229	$4.54M	0.03%
ClariVest Asset Management LLC	84,510	$4.35M	0.14%
CIBC World Markets Corp	50,400	$3.29M	0.02%
Susquehanna Fundamental Investments, LLC	29,500	$1.52M	0.03%
Banco Bilbao Vizcaya Argentaria, S.A.	25,799	$1.33M	0.02%
Prudential Financial Inc	17,298	$890.0K	0.00%
Twin Tree Management, LP	15,579	$802.0K	0.02%
Guggenheim Capital LLC	14,400	$741.0K	0.00%
Wolverine Trading, LLC	8,609	$445.0K	0.01%
Verition Fund Management LLC	7,190	$370.0K	0.01%
Baird Financial Group, Inc.	5,684	$292.0K	0.00%
BancorpSouth Bank	5,566	$286.0K	0.04%
Cresset Asset Management, LLC	5,124	$263.0K	0.00%
Mercer Global Advisors Inc	4,982	$256.0K	0.00%
Cetera Advisors LLC	4,702	$242.0K	0.00%
Whittier Trust Co	2,793	$144.0K	0.00%
Consolidated Planning Corp	1,227	$63.0K	0.04%
Meridian Wealth Partners, LLC	697	$36.0K	0.01%
Total Clarity Wealth Management, Inc.	500	$26.0K	0.01%
Ravenstone Capital Management Inc.	405	$20.7K	0.02%
Philo Smith Capital Corp	300	$15.4K	0.01%
Laurel Wealth Planning LLC	242	$12.0K	0.01%
Key Financial Inc	99	$5.00K	0.00%
PFG Private Wealth Management, LLC	52	$3.00K	0.00%

Sold out (23)

Institutions that held Sun Life Financial Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of SLF in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Two Sigma Investments, LP	473,043	$24.4M
Qube Research & Technologies Ltd	88,173	$4.54M
PCJ Investment Counsel Ltd.	77,327	$3.99M
Horizon Investments, LLC	39,188	$2.02M
Strategic Global Advisors, LLC	32,384	$1.67M
Virginia Retirement Systems Et Al	26,700	$1.38M
Natixis Advisors, L.P.	21,458	$1.11M
Grantham, Mayo, Van Otterloo & Co. LLC	19,900	$1.03M
Premier Asset Management LLC	9,902	$510.0K
Paloma Partners Management Co	9,254	$477.0K
Ethic Inc.	8,335	$430.0K
Two Sigma Advisers, LP	7,832	$404.0K
Centiva Capital, LP	5,851	$302.0K
Lombard Odier Asset Management (Switzerland) SA	3,796	$243.0K
Enterprise Financial Services Corp	829	$43.0K
Eubel Brady & Suttman Asset Management Inc	700	$35.0K
NewSquare Capital LLC	598	$31.0K
FourThought Financial, LLC	200	$10.0K
Glen Eagle Advisors, LLC	84	$4.33K
Bartlett & Co. Wealth Management LLC	29	$1.50K
Assetmark, Inc	14	$1.00K
Bartlett & Co. LLC	29	$1.00K
Rockefeller Capital Management L.P.	20	$1.00K

Not filed for Q3 2021 yet (3)

Institutions that held Sun Life Financial Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Pictet Asset Management Ltd	232,450	$12.0M
CWM, LLC	3,608	$186.0K
PhiloSmith Capital Corp	300	$15.0K