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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 26,938 | $1.39M | 0.00% | −81,651−75.2% | Reduced |
| Ensign Peak Advisors, Inc | 27,300 | $1.40M | 0.00% | +400+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.52M | 0.03% | +29,500 | New |
| Raymond James & Associates | 29,662 | $1.52M | 0.00% | −9,113−23.5% | Reduced |
| Dorchester Wealth Management Co | 31,206 | $1.59M | 0.39% | −1,800−5.5% | Reduced |
| APG Asset Management N.V. | 38,178 | $1.70M | 0.00% | −10,500−21.6% | Reduced |
| Addenda Capital Inc. | 26,250 | $1.71M | 0.08% | −980−3.6% | Reduced |
| Assenagon Asset Management S.A. | 37,427 | $1.93M | 0.01% | +9,771+35.3% | Added |
| HighTower Advisors, LLC | 39,223 | $2.01M | 0.01% | +906+2.4% | Added |
| Jane Street Group, LLC | 39,435 | $2.03M | 0.01% | −89,382−69.4% | Reduced |
| Unison Advisors LLC | 41,125 | $2.12M | 0.53% | +302+0.7% | Added |
| Commonwealth Equity Services, LLC | 45,789 | $2.35M | 0.01% | −38−0.1% | Reduced |
| Alliancebernstein L.P. | 46,124 | $2.37M | 0.00% | −1,946−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 57,507 | $2.96M | 0.07% | +3,113+5.7% | Added |
| Westpac Banking Corp | 48,439 | $3.16M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 50,400 | $3.29M | 0.02% | +50,400 | New |
| Barometer Capital Management Inc. | 51,790 | $3.38M | 0.65% | +2,290+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 70,451 | $3.63M | 0.07% | −157,660−69.1% | Reduced |
| Renaissance Technologies LLC | 81,500 | $4.19M | 0.01% | +16,200+24.8% | Added |
| ClariVest Asset Management LLC | 84,510 | $4.35M | 0.14% | +84,510 | New |
| Andra AP-fonden | 68,400 | $4.46M | 0.09% | −33,100−32.6% | Reduced |
| Voloridge Investment Management, LLC | 88,229 | $4.54M | 0.03% | +88,229 | New |
| Waratah Capital Advisors Ltd. | 88,880 | $4.57M | 0.23% | −128,340−59.1% | Reduced |
| Credential Qtrade Securities Inc. | 90,804 | $4.67M | 0.36% | +5,260+6.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 57,803 | $4.81M | 0.01% | −3,461−5.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 99,629 | $5.10M | 2.47% | −1,390−1.4% | Reduced |
| Fiera Capital Corp | 109,150 | $5.61M | 0.01% | +37,032+51.3% | Added |
| Citigroup Inc | 113,767 | $5.86M | 0.01% | −22,328−16.4% | Reduced |
| Shell Asset Management Co | 126,253 | $6.50M | 0.15% | +2,076+1.7% | Added |
| Public Sector Pension Investment Board | 127,264 | $6.55M | 0.04% | −18,580−12.7% | Reduced |
| USS Investment Management Ltd | 129,226 | $6.65M | 0.06% | +129,226 | New |
| Motco | 129,521 | $6.66M | 0.43% | +7,004+5.7% | Added |
| AXA S.A. | 149,276 | $7.68M | 0.02% | +4,280+3.0% | Added |
| Bank of Nova Scotia Trust Co | 168,193 | $8.65M | 0.78% | −8,990−5.1% | Reduced |
| AMP Capital Investors Ltd | 174,569 | $8.99M | 0.05% | −38,209−18.0% | Reduced |
| Aviva PLC | 179,328 | $9.20M | 0.04% | −12,629−6.6% | Reduced |
| Natixis | 187,631 | $9.66M | 0.03% | +187,631 | New |
| Neuberger Berman Group LLC | 189,170 | $9.82M | 0.01% | −83,423−30.6% | Reduced |
| Intact Investment Management Inc. | 155,700 | $10.1M | 0.28% | −42,700−21.5% | Reduced |
| Forsta Ap-Fonden | 206,800 | $10.6M | 0.12% | −12,100−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $10.7M | 0.03% | −170,000−45.0% | Reduced |
| Schroder Investment Management Group | 164,718 | $10.7M | 0.02% | −324,870−66.4% | Reduced |
| Guardian Capital Advisors LP | 207,122 | $10.9M | 1.13% | −1,229−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 214,185 | $11.0M | 0.06% | −360,835−62.8% | Reduced |
| Wells Fargo & Company | 219,042 | $11.3M | 0.00% | −46,694−17.6% | Reduced |
| Pictet Asset Management SA | 226,211 | $11.6M | 0.01% | +226,211 | New |
| Korea Investment CORP | 226,971 | $11.7M | 0.03% | −407,600−64.2% | Reduced |
| NN Investment Partners Holdings N.V. | 230,515 | $11.9M | 0.07% | +102,788+80.5% | Added |
| Allianz Asset Management GmbH | 238,379 | $12.3M | 0.01% | −104,283−30.4% | Reduced |
| Barclays PLC | 238,883 | $12.3M | 0.01% | −29,999−11.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 257,720 | $13.3M | 0.12% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 271,114 | $13.9M | 0.07% | −49,447−15.4% | Reduced |
| Jarislowsky, Fraser Ltd | 275,033 | $14.2M | 0.07% | +25,637+10.3% | Added |
| Hillsdale Investment Management Inc. | 275,950 | $14.2M | 1.10% | +3,590+1.3% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $14.3M | 0.63% | 00.0% | Unchanged |
| Northern Trust Corp | 280,217 | $14.4M | 0.00% | −173,691−38.3% | Reduced |
| Avalon Investment & Advisory | 281,723 | $14.5M | 0.34% | −22,572−7.4% | Reduced |
| Janus Henderson Group PLC | 295,289 | $15.2M | 0.01% | −23,529−7.4% | Reduced |
| Prudential PLC | 303,399 | $15.6M | 0.22% | +356+0.1% | Added |
| MUFG Securities (Canada), Ltd. | 312,799 | $16.1M | 0.65% | +1,141+0.4% | Added |
| State of Wisconsin Investment Board | 316,188 | $16.3M | 0.03% | −120,393−27.6% | Reduced |
| AMF Pensionsforsakring AB | 360,566 | $18.6M | 0.13% | 00.0% | Unchanged |
| UBS Group AG | 361,552 | $18.6M | 0.01% | −151,735−29.6% | Reduced |
| Great West Life Assurance Co | 402,452 | $20.8M | 0.05% | +16,134+4.2% | Added |
| Parametric Portfolio Associates LLC | 410,628 | $21.1M | 0.01% | +23,419+6.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 440,837 | $22.7M | 0.12% | +20,225+4.8% | Added |
| Lincluden Management Ltd | 442,621 | $22.8M | 2.29% | −2,535−0.6% | Reduced |
| AustralianSuper Pty Ltd | 365,144 | $23.8M | 0.15% | +365,144 | New |
| BlackRock Inc. | 481,303 | $24.8M | 0.00% | +2,079+0.4% | Added |
| Todd Asset Management LLC | 501,251 | $25.8M | 0.59% | +4,976+1.0% | Added |
| Cardinal Capital Management, Inc. | 511,069 | $26.1M | 1.43% | −36,242−6.6% | Reduced |
| Cidel Asset Management Inc | 511,896 | $26.3M | 1.07% | +147,488+40.5% | Added |
| Goldman Sachs Group Inc | 512,572 | $26.4M | 0.01% | +17,309+3.5% | Added |
| Morgan Stanley | 530,124 | $27.3M | 0.00% | −237,258−30.9% | Reduced |
| HSBC Holdings PLC | 586,385 | $30.2M | 0.03% | −14,545−2.4% | Reduced |
| Northwest & Ethical Investments L.P. | 621,564 | $32.0M | 1.04% | −1,577−0.3% | Reduced |
| Deutsche Bank AG | 650,868 | $33.5M | 0.02% | −794,042−55.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 650,693 | $33.5M | 1.40% | −3,602−0.6% | Reduced |
| Bank of New York Mellon Corp | 681,643 | $35.1M | 0.01% | +3,851+0.6% | Added |
| Triasima Portfolio Management inc. | 717,650 | $37.0M | 1.97% | −24,200−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 786,024 | $40.6M | 0.11% | +459,322+140.6% | Added |
| Dimensional Fund Advisors LP | 795,945 | $41.0M | 0.01% | −7,159−0.9% | Reduced |
| Montrusco Bolton Investments Inc. | 811,833 | $41.8M | 1.14% | −19,706−2.4% | Reduced |
| Guardian Capital LP | 855,648 | $44.0M | 0.91% | −28,650−3.2% | Reduced |
| Alberta Investment Management Corp | 861,612 | $44.3M | 0.38% | −246,711−22.3% | Reduced |
| QV Investors Inc. | 863,435 | $44.4M | 3.37% | −175,553−16.9% | Reduced |
| Russell Investments Group, Ltd. | 966,855 | $49.8M | 0.08% | −104,687−9.8% | Reduced |
| Credit Suisse AG | 994,251 | $51.2M | 0.04% | +151,972+18.0% | Added |
| Bank of America Corp | 1,108,632 | $57.0M | 0.01% | −248,819−18.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,156,325 | $59.5M | 0.13% | +356,325+44.5% | Added |
| Franklin Resources Inc | 1,180,189 | $60.7M | 0.02% | −87,257−6.9% | Reduced |
| First Trust Advisors LP | 1,227,532 | $63.2M | 0.07% | +42,631+3.6% | Added |
| Value Partners Investments Inc. | 1,303,547 | $66.7M | 5.67% | +2,047+0.2% | Added |
| Man Group plc | 1,352,751 | $69.6M | 0.25% | −12,060−0.9% | Reduced |
| Geode Capital Management, LLC | 1,515,126 | $77.8M | 0.01% | +167,532+12.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,537,702 | $79.0M | 0.05% | −145,624−8.7% | Reduced |
| Agf Investments Inc. | 1,707,570 | $87.9M | 0.67% | −114,460−6.3% | Reduced |
| Canada Pension Plan Investment Board | 1,775,000 | $91.4M | 0.10% | 00.0% | Unchanged |
| Amundi | 1,885,746 | $97.0M | 0.07% | −48,174−2.5% | Reduced |
| Invesco Ltd. | 1,893,573 | $97.4M | 0.02% | +349,245+22.6% | Added |