Skip to main content

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ3 2021: 325 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ3 2021: $14.8B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Exchange Traded Concepts, LLC282$15.0K0.00%−21−6.9%Reduced
Your Advocates Ltd., LLP275$14.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC256$13.0K0.00%00.0%Unchanged
Pacifica Partners Inc.258$13.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc225$12.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC234$12.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors241$12.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC242$12.0K0.01%+242New
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$10.3K0.01%00.0%Unchanged
Group One Trading, L.P.200$10.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc200$10.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC177$9.11K0.00%−278−61.1%Reduced
Baystate Wealth Management LLC169$9.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)165$8.00K0.00%−1,559−90.4%Reduced
Ancora Advisors, LLC148$8.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC168$8.00K0.00%+10+6.3%Added
Oakworth Capital, Inc.136$7.00K0.00%00.0%Unchanged
Evoke Wealth, LLC100$5.00K0.00%00.0%Unchanged
Key Financial Inc99$5.00K0.00%+99New
Earnest Partners LLC70$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC65$3.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC52$3.00K0.00%+52New
Raffa Wealth Management, LLC25$1.29K0.00%00.0%Unchanged
Berman Capital Advisors, LLC13$00.00%00.0%Unchanged
Mn Services Vermogensbeheer B.V.435,645––+6,500+1.5%Added
Two Sigma Investments, LP0$00.00%−473,043−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−88,173−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−77,327−100.0%Sold out
Horizon Investments, LLC0$00.00%−39,188−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−32,384−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−26,700−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−21,458−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−19,900−100.0%Sold out
Premier Asset Management LLC0$00.00%−9,902−100.0%Sold out
Paloma Partners Management Co0$00.00%−9,254−100.0%Sold out
Ethic Inc.0$00.00%−8,335−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−7,832−100.0%Sold out
Centiva Capital, LP0$00.00%−5,851−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,796−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−829−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−700−100.0%Sold out
NewSquare Capital LLC0$00.00%−598−100.0%Sold out
FourThought Financial, LLC0$00.00%−200−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−84−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−29−100.0%Sold out
Assetmark, Inc0$00.00%−14−100.0%Sold out
Bartlett & Co. LLC0$00.00%−29−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−20−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
PhiloSmith Capital Corp––––Not filed