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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 90,804 | $4.67M | 0.36% | +5,260+6.1% | Added |
| Waratah Capital Advisors Ltd. | 88,880 | $4.57M | 0.23% | −128,340−59.1% | Reduced |
| Voloridge Investment Management, LLC | 88,229 | $4.54M | 0.03% | +88,229 | New |
| Andra AP-fonden | 68,400 | $4.46M | 0.09% | −33,100−32.6% | Reduced |
| ClariVest Asset Management LLC | 84,510 | $4.35M | 0.14% | +84,510 | New |
| Renaissance Technologies LLC | 81,500 | $4.19M | 0.01% | +16,200+24.8% | Added |
| O'Shaughnessy Asset Management, LLC | 70,451 | $3.63M | 0.07% | −157,660−69.1% | Reduced |
| Barometer Capital Management Inc. | 51,790 | $3.38M | 0.65% | +2,290+4.6% | Added |
| CIBC World Markets Corp | 50,400 | $3.29M | 0.02% | +50,400 | New |
| Westpac Banking Corp | 48,439 | $3.16M | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 57,507 | $2.96M | 0.07% | +3,113+5.7% | Added |
| Alliancebernstein L.P. | 46,124 | $2.37M | 0.00% | −1,946−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 45,789 | $2.35M | 0.01% | −38−0.1% | Reduced |
| Unison Advisors LLC | 41,125 | $2.12M | 0.53% | +302+0.7% | Added |
| Jane Street Group, LLC | 39,435 | $2.03M | 0.01% | −89,382−69.4% | Reduced |
| HighTower Advisors, LLC | 39,223 | $2.01M | 0.01% | +906+2.4% | Added |
| Assenagon Asset Management S.A. | 37,427 | $1.93M | 0.01% | +9,771+35.3% | Added |
| Addenda Capital Inc. | 26,250 | $1.71M | 0.08% | −980−3.6% | Reduced |
| APG Asset Management N.V. | 38,178 | $1.70M | 0.00% | −10,500−21.6% | Reduced |
| Dorchester Wealth Management Co | 31,206 | $1.59M | 0.39% | −1,800−5.5% | Reduced |
| Raymond James & Associates | 29,662 | $1.52M | 0.00% | −9,113−23.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.52M | 0.03% | +29,500 | New |
| Ensign Peak Advisors, Inc | 27,300 | $1.40M | 0.00% | +400+1.5% | Added |
| Millennium Management LLC | 26,938 | $1.39M | 0.00% | −81,651−75.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,799 | $1.33M | 0.02% | +25,799 | New |
| JCIC Asset Management Inc. | 25,146 | $1.29M | 0.43% | −14,880−37.2% | Reduced |
| M&T Bank Corp | 25,093 | $1.29M | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 24,858 | $1.28M | 0.07% | −15,515−38.4% | Reduced |
| 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 |
| American Century Companies Inc | 23,652 | $1.22M | 0.00% | +3,955+20.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,937 | $1.18M | 0.00% | +4,279+22.9% | Added |
| Wetherby Asset Management Inc | 22,222 | $1.14M | 0.07% | +106+0.5% | Added |
| Cetera Investment Advisers | 22,178 | $1.14M | 0.02% | +773+3.6% | Added |
| Burney Co | 21,234 | $1.09M | 0.05% | −577−2.6% | Reduced |
| Comerica Bank | 18,710 | $1.07M | 0.01% | −23,027−55.2% | Reduced |
| SEI Investments Co | 20,573 | $1.06M | 0.00% | +78+0.4% | Added |
| Envestnet Asset Management Inc | 20,427 | $1.05M | 0.00% | +6,512+46.8% | Added |
| Capital World Investors | 20,286 | $1.04M | 0.00% | +2,326+13.0% | Added |
| Rempart Asset Management Inc. | 20,162 | $1.04M | 0.22% | +850+4.4% | Added |
| Wambolt & Associates, LLC | 18,677 | $961.0K | 0.39% | +1,933+11.5% | Added |
| Candriam Luxembourg S.C.A. | 18,464 | $950.0K | 0.01% | −2,068−10.1% | Reduced |
| Van Eck Associates Corp | 18,057 | $928.0K | 0.00% | +3,184+21.4% | Added |
| HBK Sorce Advisory LLC | 18,000 | $926.0K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,298 | $890.0K | 0.00% | +17,298 | New |
| Northwestern Mutual Wealth Management Co | 17,138 | $882.0K | 0.00% | +778+4.8% | Added |
| Boston Private Wealth LLC | 17,109 | $880.0K | 0.01% | +3,455+25.3% | Added |
| Washington Trust Co | 15,823 | $814.0K | 0.02% | −19−0.1% | Reduced |
| Voya Investment Management LLC | 15,711 | $809.0K | 0.00% | −6,209−28.3% | Reduced |
| Twin Tree Management, LP | 15,579 | $802.0K | 0.02% | +15,579 | New |
| Private Advisor Group, LLC | 15,566 | $801.0K | 0.01% | +4,836+45.1% | Added |
| Janney Montgomery Scott LLC | 15,542 | $800.0K | 0.00% | +5,687+57.7% | Added |
| Guggenheim Capital LLC | 14,400 | $741.0K | 0.00% | +14,400 | New |
| Blair William & Co | 14,232 | $732.0K | 0.00% | −56−0.4% | Reduced |
| Quilter Plc | 14,066 | $724.0K | 0.02% | −25−0.2% | Reduced |
| Pendal Group Limited | 13,984 | $719.0K | 0.01% | −29,842−68.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,740 | $707.0K | 0.00% | +202+1.5% | Added |
| CIBC Private Wealth Group, LLC | 13,684 | $704.0K | 0.00% | −797−5.5% | Reduced |
| Signaturefd, LLC | 13,372 | $688.0K | 0.02% | +485+3.8% | Added |
| Ontario Teachers Pension Plan Board | 13,334 | $686.0K | 0.00% | +162+1.2% | Added |
| AE Wealth Management LLC | 13,191 | $679.0K | 0.01% | +1,170+9.7% | Added |
| Avantax Advisory Services, Inc. | 13,170 | $677.0K | 0.01% | +761+6.1% | Added |
| LPL Financial LLC | 13,094 | $674.0K | 0.00% | +1,353+11.5% | Added |
| Ritholtz Wealth Management | 13,005 | $669.0K | 0.05% | +1,834+16.4% | Added |
| Brinker Capital Investments, LLC | 12,655 | $652.0K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 12,206 | $627.2K | 0.01% | −5,849−32.4% | Reduced |
| Claret Asset Management Corp | 11,417 | $587.0K | 0.10% | +510+4.7% | Added |
| Kestra Advisory Services, LLC | 10,783 | $555.0K | 0.01% | +136+1.3% | Added |
| The PNC Financial Services Group, Inc. | 10,644 | $547.0K | 0.00% | −248−2.3% | Reduced |
| Cetera Advisor Networks LLC | 10,577 | $544.0K | 0.01% | +150+1.4% | Added |
| Engrave Wealth Partners LLC | 10,519 | $541.0K | 0.16% | −4,500−30.0% | Reduced |
| King Luther Capital Management Corp | 10,478 | $539.0K | 0.00% | +1,780+20.5% | Added |
| Fayez Sarofim & Co | 10,408 | $535.0K | 0.00% | −6,886−39.8% | Reduced |
| Fifth Third Bancorp | 10,377 | $534.0K | 0.00% | +1,609+18.4% | Added |
| Tacita Capital Inc | 10,420 | $533.0K | 0.33% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 10,122 | $520.0K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $498.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,689 | $497.0K | 0.00% | +379+4.1% | Added |
| Vident Investment Advisory, LLC | 9,621 | $495.0K | 0.01% | −46,356−82.8% | Reduced |
| Brewin Dolphin Ltd | 9,283 | $477.6K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,700 | $448.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,609 | $445.0K | 0.01% | +8,609 | New |
| Erste Asset Management GmbH | 8,500 | $442.2K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 8,333 | $429.0K | 0.00% | −1,199−12.6% | Reduced |
| Davidson Trust Co | 8,303 | $427.0K | 0.33% | 00.0% | Unchanged |
| Financial Management Network Inc | 17,890 | $414.0K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 7,988 | $411.0K | 0.00% | +518+6.9% | Added |
| K.J. Harrison & Partners Inc | 7,873 | $405.0K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 7,815 | $402.0K | 0.02% | −14−0.2% | Reduced |
| First National Trust Co | 7,741 | $398.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,310 | $376.0K | 0.00% | +2,157+41.9% | Added |
| JustInvest LLC | 7,243 | $373.0K | 0.03% | +1,225+20.4% | Added |
| Verition Fund Management LLC | 7,190 | $370.0K | 0.01% | +7,190 | New |
| Banque Cantonale Vaudoise | 7,000 | $360.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $359.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $344.5K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $343.0K | 0.03% | 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 |
| Heathbridge Capital Management Ltd. | 6,400 | $329.0K | 0.10% | 00.0% | Unchanged |