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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 6,345 | $326.0K | 0.00% | −733−10.4% | Reduced |
| Stonebridge Capital Management Inc | 6,275 | $323.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,153 | $317.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,048 | $310.0K | 0.00% | −221−3.5% | Reduced |
| Advisory Services Network, LLC | 5,850 | $301.0K | 0.01% | +42+0.7% | Added |
| Unio Capital LLC | 5,772 | $297.0K | 0.13% | −1,268−18.0% | Reduced |
| Baird Financial Group, Inc. | 5,684 | $292.0K | 0.00% | +5,684 | New |
| BancorpSouth Bank | 5,566 | $286.0K | 0.04% | +5,566 | New |
| Cozad Asset Management Inc | 5,494 | $283.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,487 | $282.0K | 0.00% | −179−3.2% | Reduced |
| Northwest Bancshares, Inc. | 5,433 | $280.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $279.0K | 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 |
| Capital International Investors | 5,374 | $277.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 6,688 | $271.0K | 0.00% | +253+3.9% | Added |
| Running Point Capital Advisors, LLC | 5,176 | $266.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| MONECO Advisors, LLC | 5,023 | $258.0K | 0.10% | +4+0.1% | 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 |
| Credit Agricole S A | 4,831 | $249.0K | 0.01% | +309+6.8% | Added |
| First Bank & Trust | 4,828 | $248.0K | 0.11% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,753 | $245.0K | 0.00% | +147+3.2% | Added |
| Stifel Financial Corp | 4,751 | $244.0K | 0.00% | +99+2.1% | Added |
| Cetera Advisors LLC | 4,702 | $242.0K | 0.00% | +4,702 | New |
| Veritable, L.P. | 4,602 | $237.0K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 4,596 | $236.0K | 0.07% | −197−4.1% | Reduced |
| Geneos Wealth Management Inc. | 4,443 | $228.0K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,411 | $227.0K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 4,362 | $224.0K | 0.01% | −393−8.3% | Reduced |
| Harbour Investments, Inc. | 4,323 | $222.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,283 | $220.0K | 0.06% | −407−8.7% | Reduced |
| Lindbrook Capital, LLC | 4,024 | $207.0K | 0.05% | +192+5.0% | Added |
| Rathbone Brothers plc | 3,990 | $205.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 3,700 | $190.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,426 | $176.0K | 0.01% | +3+0.1% | Added |
| First Horizon Advisors, Inc. | 3,033 | $156.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,000 | $154.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $146.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 2,793 | $144.0K | 0.00% | +2,793 | New |
| Huntington National Bank | 2,528 | $130.0K | 0.00% | +179+7.6% | Added |
| 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 |
| Bessemer Group Inc | 2,480 | $128.0K | 0.00% | 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 |
| Concord Wealth Partners | 2,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,960 | $101.0K | 0.01% | −25−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $98.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $96.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,735 | $89.0K | 0.01% | −22,386−92.8% | Reduced |
| Allworth Financial LP | 1,626 | $84.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,491 | $77.0K | 0.00% | +10+0.7% | Added |
| Johnson Midwest Financial, LLC | 1,482 | $76.0K | 0.06% | +4+0.3% | Added |
| Financial Management Professionals, Inc. | 1,426 | $73.0K | 0.02% | +23+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,392 | $72.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,301 | $67.0K | 0.03% | +2+0.2% | Added |
| Consolidated Planning Corp | 1,227 | $63.0K | 0.04% | +1,227 | New |
| Massmutual Trust Co FSB | 1,152 | $59.0K | 0.00% | +38+3.4% | 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 |
| Fieldpoint Private Securities, LLC | 1,095 | $56.0K | 0.01% | +18+1.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $51.0K | 0.00% | −689−40.8% | Reduced |
| MCF Advisors LLC | 890 | $46.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 842 | $43.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $42.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $41.0K | 0.01% | +325+70.3% | Added |
| HM Payson & Co | 742 | $38.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Meeder Asset Management Inc | 640 | $33.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $28.4K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 535 | $28.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 519 | $27.0K | 0.00% | 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 |
| Atticus Wealth Management, LLC | 491 | $25.0K | 0.01% | 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 |
| Phoenix Wealth Advisors | 438 | $23.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 427 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 435 | $22.0K | 0.00% | +61+16.3% | Added |
| Ravenstone Capital Management Inc. | 405 | $20.7K | 0.02% | +405 | New |
| Brewin Dolphin Wealth Management Ltd | 402 | $20.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 395 | $20.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 373 | $19.0K | 0.00% | +1+0.3% | Added |
| Westside Investment Management, Inc. | 355 | $18.0K | 0.00% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 300 | $15.4K | 0.01% | +300 | New |