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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 4,831 | $249.0K | 0.01% | +309+6.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,981 | $256.0K | 0.01% | −155−3.0% | Reduced |
| Advisory Resource Group | 4,979 | $256.0K | 0.09% | +464+10.3% | Added |
| Mercer Global Advisors Inc | 4,982 | $256.0K | 0.00% | +4,982 | New |
| MONECO Advisors, LLC | 5,023 | $258.0K | 0.10% | +4+0.1% | Added |
| Evergreen Capital Management LLC | 5,107 | $263.0K | 0.01% | −696−12.0% | Reduced |
| Cresset Asset Management, LLC | 5,124 | $263.0K | 0.00% | +5,124 | New |
| Running Point Capital Advisors, LLC | 5,176 | $266.0K | 0.12% | 00.0% | Unchanged |
| Eaton Vance Management | 6,688 | $271.0K | 0.00% | +253+3.9% | Added |
| Capital International Investors | 5,374 | $277.0K | 0.00% | 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 | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $279.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,433 | $280.0K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,487 | $282.0K | 0.00% | −179−3.2% | Reduced |
| Cozad Asset Management Inc | 5,494 | $283.0K | 0.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,566 | $286.0K | 0.04% | +5,566 | New |
| Baird Financial Group, Inc. | 5,684 | $292.0K | 0.00% | +5,684 | New |
| Unio Capital LLC | 5,772 | $297.0K | 0.13% | −1,268−18.0% | Reduced |
| Advisory Services Network, LLC | 5,850 | $301.0K | 0.01% | +42+0.7% | Added |
| Gulf International Bank (UK) Ltd | 6,048 | $310.0K | 0.00% | −221−3.5% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $317.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,275 | $323.0K | 0.12% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 6,345 | $326.0K | 0.00% | −733−10.4% | Reduced |
| Heathbridge Capital Management Ltd. | 6,400 | $329.0K | 0.10% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,603 | $340.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,605 | $340.0K | 0.02% | +288+4.6% | Added |
| Parsons Capital Management Inc | 6,667 | $343.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $344.5K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $359.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,000 | $360.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,190 | $370.0K | 0.01% | +7,190 | New |
| JustInvest LLC | 7,243 | $373.0K | 0.03% | +1,225+20.4% | Added |
| Captrust Financial Advisors | 7,310 | $376.0K | 0.00% | +2,157+41.9% | Added |
| First National Trust Co | 7,741 | $398.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 7,815 | $402.0K | 0.02% | −14−0.2% | Reduced |
| K.J. Harrison & Partners Inc | 7,873 | $405.0K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 7,988 | $411.0K | 0.00% | +518+6.9% | Added |
| Financial Management Network Inc | 17,890 | $414.0K | 0.21% | 00.0% | Unchanged |
| Davidson Trust Co | 8,303 | $427.0K | 0.33% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 8,333 | $429.0K | 0.00% | −1,199−12.6% | Reduced |
| Erste Asset Management GmbH | 8,500 | $442.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,609 | $445.0K | 0.01% | +8,609 | New |
| Cigna Investments Inc | 8,700 | $448.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 9,283 | $477.6K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,621 | $495.0K | 0.01% | −46,356−82.8% | Reduced |
| Glenmede Trust Co NA | 9,689 | $497.0K | 0.00% | +379+4.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $498.0K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 10,122 | $520.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 10,420 | $533.0K | 0.33% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,377 | $534.0K | 0.00% | +1,609+18.4% | Added |
| Fayez Sarofim & Co | 10,408 | $535.0K | 0.00% | −6,886−39.8% | Reduced |
| King Luther Capital Management Corp | 10,478 | $539.0K | 0.00% | +1,780+20.5% | Added |
| Engrave Wealth Partners LLC | 10,519 | $541.0K | 0.16% | −4,500−30.0% | Reduced |
| Cetera Advisor Networks LLC | 10,577 | $544.0K | 0.01% | +150+1.4% | Added |
| The PNC Financial Services Group, Inc. | 10,644 | $547.0K | 0.00% | −248−2.3% | Reduced |
| Kestra Advisory Services, LLC | 10,783 | $555.0K | 0.01% | +136+1.3% | Added |
| Claret Asset Management Corp | 11,417 | $587.0K | 0.10% | +510+4.7% | Added |
| Swiss Life Asset Management Ltd | 12,206 | $627.2K | 0.01% | −5,849−32.4% | Reduced |
| Brinker Capital Investments, LLC | 12,655 | $652.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 13,005 | $669.0K | 0.05% | +1,834+16.4% | Added |
| LPL Financial LLC | 13,094 | $674.0K | 0.00% | +1,353+11.5% | Added |
| Avantax Advisory Services, Inc. | 13,170 | $677.0K | 0.01% | +761+6.1% | Added |
| AE Wealth Management LLC | 13,191 | $679.0K | 0.01% | +1,170+9.7% | Added |
| Ontario Teachers Pension Plan Board | 13,334 | $686.0K | 0.00% | +162+1.2% | Added |
| Signaturefd, LLC | 13,372 | $688.0K | 0.02% | +485+3.8% | Added |
| CIBC Private Wealth Group, LLC | 13,684 | $704.0K | 0.00% | −797−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,740 | $707.0K | 0.00% | +202+1.5% | Added |
| Pendal Group Limited | 13,984 | $719.0K | 0.01% | −29,842−68.1% | Reduced |
| Quilter Plc | 14,066 | $724.0K | 0.02% | −25−0.2% | Reduced |
| Blair William & Co | 14,232 | $732.0K | 0.00% | −56−0.4% | Reduced |
| Guggenheim Capital LLC | 14,400 | $741.0K | 0.00% | +14,400 | New |
| Janney Montgomery Scott LLC | 15,542 | $800.0K | 0.00% | +5,687+57.7% | Added |
| Private Advisor Group, LLC | 15,566 | $801.0K | 0.01% | +4,836+45.1% | Added |
| Twin Tree Management, LP | 15,579 | $802.0K | 0.02% | +15,579 | New |
| Voya Investment Management LLC | 15,711 | $809.0K | 0.00% | −6,209−28.3% | Reduced |
| Washington Trust Co | 15,823 | $814.0K | 0.02% | −19−0.1% | Reduced |
| Boston Private Wealth LLC | 17,109 | $880.0K | 0.01% | +3,455+25.3% | Added |
| Northwestern Mutual Wealth Management Co | 17,138 | $882.0K | 0.00% | +778+4.8% | Added |
| Prudential Financial Inc | 17,298 | $890.0K | 0.00% | +17,298 | New |
| HBK Sorce Advisory LLC | 18,000 | $926.0K | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 18,057 | $928.0K | 0.00% | +3,184+21.4% | Added |
| Candriam Luxembourg S.C.A. | 18,464 | $950.0K | 0.01% | −2,068−10.1% | Reduced |
| Wambolt & Associates, LLC | 18,677 | $961.0K | 0.39% | +1,933+11.5% | Added |
| Rempart Asset Management Inc. | 20,162 | $1.04M | 0.22% | +850+4.4% | Added |
| Capital World Investors | 20,286 | $1.04M | 0.00% | +2,326+13.0% | Added |
| Envestnet Asset Management Inc | 20,427 | $1.05M | 0.00% | +6,512+46.8% | Added |
| SEI Investments Co | 20,573 | $1.06M | 0.00% | +78+0.4% | Added |
| Comerica Bank | 18,710 | $1.07M | 0.01% | −23,027−55.2% | Reduced |
| Burney Co | 21,234 | $1.09M | 0.05% | −577−2.6% | Reduced |
| Cetera Investment Advisers | 22,178 | $1.14M | 0.02% | +773+3.6% | Added |
| Wetherby Asset Management Inc | 22,222 | $1.14M | 0.07% | +106+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,937 | $1.18M | 0.00% | +4,279+22.9% | Added |
| American Century Companies Inc | 23,652 | $1.22M | 0.00% | +3,955+20.1% | Added |
| US Bancorp | 24,755 | $1.27M | 0.00% | −545−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 24,760 | $1.27M | 0.00% | +5,913+31.4% | Added |
| AlphaCrest Capital Management LLC | 24,858 | $1.28M | 0.07% | −15,515−38.4% | Reduced |
| M&T Bank Corp | 25,093 | $1.29M | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 25,146 | $1.29M | 0.43% | −14,880−37.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,799 | $1.33M | 0.02% | +25,799 | New |