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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Earnest Partners LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.00K | 0.00% | +99 | New |
| Oakworth Capital, Inc. | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 165 | $8.00K | 0.00% | −1,559−90.4% | Reduced |
| Ancora Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 168 | $8.00K | 0.00% | +10+6.3% | Added |
| Baystate Wealth Management LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 177 | $9.11K | 0.00% | −278−61.1% | Reduced |
| Group One Trading, L.P. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 241 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $12.0K | 0.01% | +242 | New |
| Plante Moran Financial Advisors, LLC | 256 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 258 | $13.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 282 | $15.0K | 0.00% | −21−6.9% | Reduced |
| Philo Smith Capital Corp | 300 | $15.4K | 0.01% | +300 | New |
| Westside Investment Management, Inc. | 355 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 373 | $19.0K | 0.00% | +1+0.3% | Added |
| Jones Financial Companies LLLP | 395 | $20.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $20.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 402 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 405 | $20.7K | 0.02% | +405 | New |
| Reilly Financial Advisors, LLC | 427 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 435 | $22.0K | 0.00% | +61+16.3% | Added |
| Phoenix Wealth Advisors | 438 | $23.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 461 | $24.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 464 | $24.0K | 0.01% | +146+45.9% | Added |
| Atticus Wealth Management, LLC | 491 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $26.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $26.0K | 0.01% | +500 | New |
| Gemmer Asset Management LLC | 519 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 535 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $28.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 640 | $33.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 701 | $36.0K | 0.00% | −52,511−98.7% | Reduced |
| Laurel Wealth Advisors LLC | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 697 | $36.0K | 0.01% | +697 | New |
| First Manhattan Co | 724 | $37.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 733 | $37.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 716 | $37.0K | 0.00% | +2+0.3% | Added |
| Firestone Capital Management | 723 | $37.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $38.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $41.0K | 0.01% | +325+70.3% | Added |
| Duncker Streett & Co Inc | 814 | $42.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 842 | $43.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $46.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $51.0K | 0.00% | −689−40.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,095 | $56.0K | 0.01% | +18+1.7% | Added |
| Spire Wealth Management | 1,136 | $58.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,129 | $58.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,152 | $59.0K | 0.00% | +38+3.4% | Added |
| Consolidated Planning Corp | 1,227 | $63.0K | 0.04% | +1,227 | New |
| Lowe Wealth Advisors, LLC | 1,301 | $67.0K | 0.03% | +2+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,392 | $72.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,426 | $73.0K | 0.02% | +23+1.6% | Added |
| Johnson Midwest Financial, LLC | 1,482 | $76.0K | 0.06% | +4+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,491 | $77.0K | 0.00% | +10+0.7% | Added |
| Allworth Financial LP | 1,626 | $84.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,735 | $89.0K | 0.01% | −22,386−92.8% | Reduced |
| Perkins Coie Trust Co | 1,871 | $96.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,960 | $101.0K | 0.01% | −25−1.3% | Reduced |
| Concord Wealth Partners | 2,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 2,480 | $128.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,500 | $129.0K | 0.00% | −600−19.4% | Reduced |
| Quadrant Capital Group LLC | 2,511 | $129.0K | 0.02% | +177+7.6% | Added |
| Huntington National Bank | 2,528 | $130.0K | 0.00% | +179+7.6% | Added |
| Whittier Trust Co | 2,793 | $144.0K | 0.00% | +2,793 | New |
| Independence Bank of Kentucky | 2,844 | $146.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,000 | $154.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,033 | $156.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,426 | $176.0K | 0.01% | +3+0.1% | Added |
| City Holding Co | 3,700 | $190.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 3,990 | $205.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,024 | $207.0K | 0.05% | +192+5.0% | Added |
| West Family Investments, Inc. | 4,283 | $220.0K | 0.06% | −407−8.7% | Reduced |
| Harbour Investments, Inc. | 4,323 | $222.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 4,362 | $224.0K | 0.01% | −393−8.3% | Reduced |
| Flaharty Asset Management, LLC | 4,411 | $227.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,443 | $228.0K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 4,596 | $236.0K | 0.07% | −197−4.1% | Reduced |
| Veritable, L.P. | 4,602 | $237.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,702 | $242.0K | 0.00% | +4,702 | New |
| Stifel Financial Corp | 4,751 | $244.0K | 0.00% | +99+2.1% | Added |
| Pacer Advisors, Inc. | 4,753 | $245.0K | 0.00% | +147+3.2% | Added |
| First Bank & Trust | 4,828 | $248.0K | 0.11% | 00.0% | Unchanged |