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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 1,944,654 | $100.0M | 0.59% | −152,274−7.3% | Reduced |
| JPMorgan Chase & Co | 2,040,576 | $105.0M | 0.01% | +17,860+0.9% | Added |
| Swiss National Bank | 2,439,100 | $124.9M | 0.08% | −69,200−2.8% | Reduced |
| Scotia Capital Inc. | 2,536,634 | $130.5M | 0.96% | +90,552+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,556,970 | $130.8M | 1.36% | +64,287+2.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,547,687 | $131.0M | 0.68% | +657,980+34.8% | Added |
| Toronto Dominion Bank | 2,649,952 | $138.4M | 0.22% | −403,579−13.2% | Reduced |
| Legal & General Group Plc | 3,260,772 | $167.8M | 0.05% | −5,417−0.2% | Reduced |
| Letko, Brosseau & Associates Inc | 3,331,518 | $171.5M | 2.48% | −80,841−2.4% | Reduced |
| FMR LLC | 5,686,385 | $292.7M | 0.02% | −111,207−1.9% | Reduced |
| 1832 Asset Management L.P. | 5,881,893 | $305.6M | 0.57% | +711,475+13.8% | Added |
| Norges Bank | 6,130,549 | $315.2M | 0.07% | −628,253−9.3% | Reduced |
| CIBC Asset Management Inc | 7,364,087 | $376.5M | 1.52% | +309,333+4.4% | Added |
| CIBC World Markets Inc. | 7,605,005 | $391.3M | 1.41% | +519,555+7.3% | Added |
| Manufacturers Life Insurance Company, The | 6,910,489 | $450.6M | 0.37% | −123,314−1.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 11,464,880 | $590.5M | 3.61% | −206,295−1.8% | Reduced |
| Bank of Nova Scotia | 12,035,573 | $619.5M | 1.13% | +2,683,303+28.7% | Added |
| TD Asset Management Inc | 14,034,925 | $722.3M | 0.75% | −22,609−0.2% | Reduced |
| Mackenzie Financial Corp | 16,421,252 | $843.9M | 1.20% | +954,491+6.2% | Added |
| FIL Ltd | 16,472,720 | $848.0M | 0.94% | +1,797,072+12.2% | Added |
| Vanguard Group Inc | 18,657,010 | $959.9M | 0.02% | +545,984+3.0% | Added |
| Price T Rowe Associates Inc | 19,169,528 | $986.5M | 0.09% | +472,066+2.5% | Added |
| Bank of Montreal | 19,065,862 | $992.0M | 0.49% | −279,542−1.4% | Reduced |
| Royal Bank of Canada | 49,648,240 | $2.55B | 0.72% | +1,445,681+3.0% | Added |
| Mn Services Vermogensbeheer B.V. | 435,645 | – | – | +6,500+1.5% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −473,043−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −88,173−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −77,327−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −39,188−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −32,384−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −21,458−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,254−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,832−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,851−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PhiloSmith Capital Corp | – | – | – | – | Not filed |