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, Q4 2021
Institutional positions in Sun Life Financial Inc as of Dec 31, 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
- 352
- +30 vs. Q3 2021
- Shares held
- 281.9M
- −2.88M (−1.0%) vs. Q3 2021
- Total value
- $15.7B
- +$983.2M (+6.7%) vs. Q3 2021
- New holders
- 56
- 112 more added
- Sold out
- 26
- 96 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 51,043,737 | $2.84B | 0.69% | +1,395,497+2.8% | Added |
| Price T Rowe Associates Inc | 19,163,972 | $1.07B | 0.10% | −5,5560.0% | Reduced |
| Vanguard Group Inc | 19,135,757 | $1.07B | 0.02% | +478,747+2.6% | Added |
| FIL Ltd | 17,736,151 | $987.2M | 1.01% | +1,263,431+7.7% | Added |
| Mackenzie Financial Corp | 15,401,973 | $857.3M | 1.16% | −1,019,279−6.2% | Reduced |
| Bank of Montreal | 13,969,402 | $787.0M | 0.42% | −5,096,460−26.7% | Reduced |
| TD Asset Management Inc | 13,765,273 | $767.3M | 0.64% | −269,652−1.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 11,329,308 | $629.2M | 3.59% | −135,572−1.2% | Reduced |
| Bank of Nova Scotia | 9,279,721 | $516.8M | 0.75% | −2,755,852−22.9% | Reduced |
| CIBC World Markets Inc. | 8,074,923 | $449.7M | 1.48% | +469,918+6.2% | Added |
| CIBC Asset Management Inc | 7,654,688 | $425.8M | 1.56% | +290,601+3.9% | Added |
| 1832 Asset Management L.P. | 5,988,028 | $333.2M | 0.59% | +106,135+1.8% | Added |
| FMR LLC | 5,736,460 | $319.3M | 0.02% | +50,075+0.9% | Added |
| Manufacturers Life Insurance Company, The | 5,635,956 | $311.5M | 0.19% | −1,274,533−18.4% | Reduced |
| Norges Bank | 5,340,517 | $297.5M | 0.06% | −790,032−12.9% | Reduced |
| Legal & General Group Plc | 3,287,868 | $183.3M | 0.06% | +27,096+0.8% | Added |
| Letko, Brosseau & Associates Inc | 3,235,427 | $180.3M | 2.58% | −96,091−2.9% | Reduced |
| Toronto Dominion Bank | 2,637,213 | $148.6M | 0.20% | −12,739−0.5% | Reduced |
| Scotia Capital Inc. | 2,647,664 | $147.3M | 0.97% | +111,030+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,523,202 | $140.6M | 0.69% | −24,485−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,506,151 | $139.4M | 1.38% | −50,819−2.0% | Reduced |
| Swiss National Bank | 2,304,400 | $127.9M | 0.08% | −134,700−5.5% | Reduced |
| JPMorgan Chase & Co | 2,080,741 | $115.9M | 0.01% | +40,165+2.0% | Added |
| Amundi | 1,947,055 | $112.1M | 0.07% | +61,309+3.3% | Added |
| TD Waterhouse Canada Inc. | 1,409,787 | $99.6M | 0.97% | +1,409,787 | New |
| Invesco Ltd. | 1,783,450 | $99.3M | 0.02% | −110,123−5.8% | Reduced |
| British Columbia Investment Management Corp | 1,759,679 | $98.0M | 0.55% | −184,975−9.5% | Reduced |
| Agf Investments Inc. | 1,646,325 | $91.6M | 0.66% | −61,245−3.6% | Reduced |
| Geode Capital Management, LLC | 1,613,508 | $89.7M | 0.01% | +98,382+6.5% | Added |
| National Bank of Canada | 1,523,809 | $84.7M | 0.36% | +1,523,809 | New |
| Alberta Investment Management Corp | 1,503,612 | $83.8M | 0.51% | +642,000+74.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,454,996 | $81.0M | 0.05% | −82,706−5.4% | Reduced |
| Value Partners Investments Inc. | 1,304,638 | $72.5M | 5.90% | +1,091+0.1% | Added |
| First Trust Advisors LP | 1,166,015 | $64.9M | 0.06% | −61,517−5.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,156,325 | $64.5M | 0.14% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,125,000 | $62.7M | 0.07% | −650,000−36.6% | Reduced |
| Franklin Resources Inc | 1,124,839 | $62.7M | 0.02% | −55,350−4.7% | Reduced |
| Bank of America Corp | 1,076,996 | $60.0M | 0.01% | −31,636−2.9% | Reduced |
| Morgan Stanley | 1,017,897 | $56.7M | 0.01% | +487,773+92.0% | Added |
| Russell Investments Group, Ltd. | 952,439 | $53.1M | 0.08% | −14,416−1.5% | Reduced |
| Credit Suisse AG | 908,943 | $50.6M | 0.04% | −85,308−8.6% | Reduced |
| Guardian Capital LP | 857,642 | $47.8M | 0.92% | +1,994+0.2% | Added |
| QV Investors Inc. | 839,416 | $46.8M | 3.26% | −24,019−2.8% | Reduced |
| Dimensional Fund Advisors LP | 805,146 | $44.8M | 0.01% | +9,201+1.2% | Added |
| DekaBank Deutsche Girozentrale | 782,929 | $43.0M | 0.10% | −3,095−0.4% | Reduced |
| Montrusco Bolton Investments Inc. | 754,616 | $42.1M | 0.99% | −57,217−7.0% | Reduced |
| Deutsche Bank AG | 747,245 | $41.6M | 0.02% | +96,377+14.8% | Added |
| Man Group plc | 736,535 | $41.1M | 0.13% | −616,216−45.6% | Reduced |
| Triasima Portfolio Management inc. | 685,030 | $38.0M | 1.84% | −32,620−4.5% | Reduced |
| Bank of New York Mellon Corp | 679,505 | $37.8M | 0.01% | −2,138−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 655,451 | $36.4M | 1.50% | +4,758+0.7% | Added |
| Public Sector Pension Investment Board | 643,954 | $35.9M | 0.20% | +516,690+406.0% | Added |
| Cidel Asset Management Inc | 633,009 | $35.3M | 1.31% | +121,113+23.7% | Added |
| HSBC Holdings PLC | 583,761 | $32.5M | 0.03% | −2,624−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 581,873 | $32.4M | 0.96% | −39,691−6.4% | Reduced |
| Fiera Capital Corp | 539,915 | $30.1M | 0.07% | +430,765+394.7% | Added |
| Goldman Sachs Group Inc | 534,731 | $29.8M | 0.01% | +22,159+4.3% | Added |
| Renaissance Technologies LLC | 525,100 | $29.2M | 0.04% | +443,600+544.3% | Added |
| BlackRock Inc. | 511,419 | $28.5M | 0.00% | +30,116+6.3% | Added |
| Todd Asset Management LLC | 501,104 | $27.9M | 0.60% | −1470.0% | Reduced |
| Cardinal Capital Management, Inc. | 482,936 | $26.9M | 1.25% | −28,133−5.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 451,045 | $25.1M | 0.15% | +15,400+3.5% | Added |
| Parametric Portfolio Associates LLC | 442,355 | $24.6M | 0.01% | +31,727+7.7% | Added |
| Pictet Asset Management SA | 439,928 | $24.5M | 0.02% | +213,717+94.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413,222 | $22.7M | 0.11% | −27,615−6.3% | Reduced |
| Great West Life Assurance Co | 407,829 | $22.7M | 0.05% | +5,377+1.3% | Added |
| UBS Group AG | 405,612 | $22.6M | 0.01% | +44,060+12.2% | Added |
| AustralianSuper Pty Ltd | 349,368 | $19.6M | 0.11% | −15,776−4.3% | Reduced |
| AMF Pensionsforsakring AB | 334,725 | $18.7M | 0.13% | −25,841−7.2% | Reduced |
| MUFG Securities (Canada), Ltd. | 312,974 | $17.4M | 0.80% | +175+0.1% | Added |
| Prudential PLC | 307,201 | $17.1M | 0.23% | +3,802+1.3% | Added |
| Neuberger Berman Group LLC | 303,493 | $17.0M | 0.01% | +114,323+60.4% | Added |
| LGT Group Foundation | 287,247 | $16.0M | 0.41% | +287,247 | New |
| Natixis | 285,892 | $15.9M | 0.05% | +98,261+52.4% | Added |
| Northern Trust Corp | 283,880 | $15.8M | 0.00% | +3,663+1.3% | Added |
| Jarislowsky, Fraser Ltd | 277,695 | $15.3M | 0.07% | +2,662+1.0% | Added |
| M&G Investment Management Ltd | 271,153 | $15.0M | 0.11% | +390.0% | Added |
| Teachers Retirement System of the State of Kentucky | 257,720 | $14.4M | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 253,300 | $14.0M | 0.74% | +253,300 | New |
| Systematic Alpha Investments, LLC | 250,808 | $14.0M | 0.65% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 243,835 | $13.6M | 0.03% | −72,353−22.9% | Reduced |
| Barometer Capital Management Inc. | 190,193 | $13.4M | 2.25% | +138,403+267.2% | Added |
| Avalon Investment & Advisory | 234,924 | $13.1M | 0.32% | −46,799−16.6% | Reduced |
| Forsta Ap-Fonden | 234,000 | $13.0M | 0.13% | +27,200+13.2% | Added |
| Korea Investment CORP | 230,500 | $12.8M | 0.03% | +3,529+1.6% | Added |
| Jane Street Group, LLC | 217,877 | $12.1M | 0.02% | +178,442+452.5% | Added |
| O'Shaughnessy Asset Management, LLC | 215,993 | $12.0M | 0.21% | +145,542+206.6% | Added |
| Guardian Capital Advisors LP | 207,315 | $11.7M | 1.13% | +193+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $11.6M | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 205,260 | $11.4M | 0.77% | −70,690−25.6% | Reduced |
| Allianz Asset Management GmbH | 200,748 | $11.2M | 0.01% | −37,631−15.8% | Reduced |
| Intact Investment Management Inc. | 155,700 | $11.0M | 0.28% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 193,805 | $10.8M | 0.06% | +105,576+119.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 183,597 | $10.1M | 0.05% | −30,588−14.3% | Reduced |
| Wells Fargo & Company | 177,161 | $9.87M | 0.00% | −41,881−19.1% | Reduced |
| Aviva PLC | 176,608 | $9.83M | 0.04% | −2,720−1.5% | Reduced |
| Waratah Capital Advisors Ltd. | 169,090 | $9.41M | 0.44% | +80,210+90.2% | Added |
| Bank of Nova Scotia Trust Co | 163,656 | $9.11M | 0.79% | −4,537−2.7% | Reduced |
| Shell Asset Management Co | 150,953 | $8.41M | 0.17% | +24,700+19.6% | Added |
| Barclays PLC | 147,812 | $8.23M | 0.01% | −91,071−38.1% | Reduced |