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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 6 | $0 | 0.00% | +6 | New |
| Rockefeller Capital Management L.P. | 14 | $0 | 0.00% | +14 | New |
| IFP Advisors, Inc | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| PFG Private Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $4.68K | 0.00% | +84 | New |
| Evoke Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 121 | $7.00K | 0.00% | +121 | New |
| Ancora Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 | $9.00K | 0.00% | +1+0.6% | Added |
| Atlas Capital Advisors LLC | 177 | $9.86K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $10.0K | 0.00% | +187 | New |
| Fortitude Advisory Group L.L.C. | 186 | $10.0K | 0.01% | +186 | New |
| AdvisorNet Financial, Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $13.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 243 | $14.0K | 0.01% | +243 | New |
| Snowden Capital Advisors LLC | 253 | $14.0K | 0.00% | +253 | New |
| Your Advocates Ltd., LLP | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 281 | $16.0K | 0.00% | −1−0.4% | Reduced |
| Philo Smith Capital Corp | 300 | $16.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 402 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 395 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 404 | $23.0K | 0.02% | +404 | New |
| Reilly Financial Advisors, LLC | 427 | $24.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $25.0K | 0.00% | +452 | New |
| Covington Capital Management | 461 | $26.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 475 | $26.0K | 0.00% | +475 | New |
| Meeder Asset Management Inc | 493 | $27.0K | 0.00% | −147−23.0% | Reduced |
| Atticus Wealth Management, LLC | 491 | $27.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $28.0K | 0.00% | −500−50.0% | Reduced |
| Clearstead Advisors, LLC | 509 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $28.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 519 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $30.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 600 | $33.0K | 0.01% | +165+37.9% | Added |
| Central Trust Co | 596 | $33.0K | 0.00% | +596 | New |
| Laurel Wealth Advisors LLC | 695 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 724 | $40.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 733 | $40.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $41.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 775 | $43.0K | 0.00% | +775 | New |
| Asset Dedication, LLC | 787 | $44.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $45.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 842 | $47.0K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 855 | $48.0K | 0.03% | +597+231.4% | Added |
| Fieldpoint Private Securities, LLC | 972 | $54.0K | 0.01% | −123−11.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 993 | $55.0K | 0.02% | +993 | New |
| Vigilant Capital Management, LLC | 1,025 | $57.0K | 0.00% | +1,025 | New |
| Kistler-Tiffany Companies, LLC | 1,049 | $58.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,117 | $62.0K | 0.00% | +401+56.0% | Added |
| Old North State Trust, LLC | 1,129 | $63.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 1,136 | $63.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,205 | $67.0K | 0.00% | −421−25.9% | Reduced |
| Massmutual Trust Co FSB | 1,243 | $69.0K | 0.00% | +91+7.9% | Added |
| Lowe Wealth Advisors, LLC | 1,302 | $73.0K | 0.03% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,392 | $78.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,467 | $82.0K | 0.02% | +41+2.9% | Added |
| Johnson Midwest Financial, LLC | 1,482 | $83.0K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,501 | $84.0K | 0.00% | +10+0.7% | Added |
| Whittier Trust Co | 1,653 | $92.0K | 0.00% | −1,140−40.8% | Reduced |
| Twin Tree Management, LP | 1,848 | $103.0K | 0.00% | −13,731−88.1% | Reduced |
| Perkins Coie Trust Co | 1,871 | $104.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $106.0K | 0.02% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 1,906 | $106.0K | 0.09% | +1,906 | New |
| Zions Bancorporation, N.A. | 1,968 | $110.0K | 0.01% | +8+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $111.0K | 0.00% | −500−20.0% | Reduced |
| Concord Wealth Partners | 2,000 | $111.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,087 | $116.0K | 0.00% | +2,087 | New |
| Sandy Cove Advisors, LLC | 2,080 | $116.0K | 0.10% | +2,080 | New |
| Credit Agricole S A | 2,231 | $124.0K | 0.00% | −2,600−53.8% | Reduced |
| Macquarie Group Ltd | 2,396 | $133.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $133.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,480 | $138.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,688 | $150.0K | 0.01% | −1,635−37.8% | Reduced |
| Quadrant Capital Group LLC | 2,735 | $152.0K | 0.02% | +224+8.9% | Added |
| Independence Bank of Kentucky | 2,844 | $158.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,033 | $169.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,149 | $175.0K | 0.02% | +3,149 | New |
| City Holding Co | 3,700 | $194.0K | 0.03% | 00.0% | Unchanged |
| Mirova | 3,564 | $198.0K | 0.02% | +3,564 | New |
| BancorpSouth Bank | 3,712 | $207.0K | 0.03% | −1,854−33.3% | Reduced |
| West Family Investments, Inc. | 3,794 | $211.0K | 0.06% | −489−11.4% | Reduced |
| Geneos Wealth Management Inc. | 3,834 | $213.0K | 0.01% | −609−13.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $214.0K | 0.07% | +3,848 | New |
| Parallel Advisors, LLC | 3,899 | $217.0K | 0.01% | +473+13.8% | Added |
| Wealthspire Advisors, LLC | 3,952 | $220.0K | 0.00% | +3,952 | New |
| Rathbone Brothers plc | 3,990 | $222.0K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 3,200 | $225.0K | 0.00% | −65,200−95.3% | Reduced |