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Livermore
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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, 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.

Institutional holdersQ4 2021: 352 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 heldQ4 2021: $15.7B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2021.

Institutions holding SLF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC4,032$225.0K0.03%+8+0.2%Added
First Bank & Trust4,242$236.0K0.10%−586−12.1%Reduced
Seven Eight Capital, LP4,354$242.0K0.04%+4,354New
Argent Trust Co4,362$243.0K0.01%00.0%Unchanged
Flaharty Asset Management, LLC4,411$246.0K0.05%00.0%Unchanged
Pathway Financial Advisors LLC4,339$246.0K0.09%+4,339New
Lombard Odier Asset Management (Switzerland) SA3,526$248.0K0.02%+3,526New
Pacer Advisors, Inc.4,490$250.0K0.00%−263−5.5%Reduced
Cresset Asset Management, LLC4,535$253.0K0.00%−589−11.5%Reduced
Hennion & Walsh Asset Management, Inc.4,569$254.0K0.01%−412−8.3%Reduced
Clarius Group, LLC4,574$255.0K0.02%+4,574New
Veritable, L.P.4,602$256.0K0.00%00.0%Unchanged
Capital City Trust Co4,596$256.0K0.07%00.0%Unchanged
MONECO Advisors, LLC4,574$262.0K0.10%−449−8.9%Reduced
Tower Research Capital LLC (TRC)4,744$263.0K0.00%+4,579+2,775.2%Added
Mercer Global Advisors Inc5,009$279.0K0.00%+27+0.5%Added
Running Point Capital Advisors, LLC5,195$289.0K0.17%+19+0.4%Added
CWM, LLC5,296$295.0K0.00%+5,296New
Capital International Investors5,374$299.0K0.00%00.0%Unchanged
Smithfield Trust Co5,394$300.0K0.02%00.0%Unchanged
Villere St Denis J & Co LLC5,407$301.0K0.02%00.0%Unchanged
Aigen Investment Management, LP5,475$301.0K0.02%+5,475New
Regions Financial Corp5,423$302.0K0.00%00.0%Unchanged
Northwest Bancshares, Inc.5,433$303.0K0.06%00.0%Unchanged
Baird Financial Group, Inc.5,458$304.0K0.00%−226−4.0%Reduced
Evergreen Capital Management LLC5,456$304.0K0.01%+349+6.8%Added
Brewin Dolphin Ltd5,509$307.0K0.01%−3,774−40.7%Reduced
Stifel Financial Corp5,585$311.0K0.00%+834+17.6%Added
Unio Capital LLC5,738$320.0K1.14%−34−0.6%Reduced
Advisory Resource Group5,649$320.0K0.11%+670+13.5%Added
Advisory Services Network, LLC5,892$328.0K0.01%+42+0.7%Added
Cozad Asset Management Inc5,964$332.0K0.05%+470+8.6%Added
Gulf International Bank (UK) Ltd6,048$336.0K0.00%00.0%Unchanged
Huntington National Bank6,142$342.0K0.00%+3,614+143.0%Added
Pinnacle Associates Ltd6,153$343.0K0.01%00.0%Unchanged
Stonebridge Capital Management Inc6,275$349.0K0.12%00.0%Unchanged
Heathbridge Capital Management Ltd.6,400$356.0K0.10%00.0%Unchanged
MBB Public Markets I LLC6,452$359.0K0.01%+6,452New
FORA Capital, LLC6,510$363.0K0.14%+6,510New
Corient Capital Partners, LLC6,530$364.0K0.02%−75−1.1%Reduced
Financial Counselors Inc6,603$368.0K0.01%00.0%Unchanged
Eaton Vance Management6,646$370.0K0.00%−42−0.6%Reduced
Parsons Capital Management Inc6,667$371.0K0.03%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,700$372.1K0.00%00.0%Unchanged
Edgestream Partners, L.P.6,776$377.0K0.02%+6,776New
qPULA Trading Management LP6,849$381.0K0.68%+6,849New
Welch & Forbes LLC6,977$389.0K0.01%00.0%Unchanged
Old National Bancorp7,246$404.0K0.01%−569−7.3%Reduced
Trexquant Investment LP7,316$407.0K0.03%+7,316New
Cetera Advisors LLC7,318$408.0K0.01%+2,616+55.6%Added
Financial Management Network Inc17,890$415.0K0.19%00.0%Unchanged
Vontobel Holding Ltd.7,507$418.0K0.00%+7,507New
Creative Planning7,548$420.0K0.00%−440−5.5%Reduced
First National Trust Co7,741$431.0K0.02%00.0%Unchanged
K.J. Harrison & Partners Inc7,873$438.0K0.06%00.0%Unchanged
Davidson Trust Co8,303$462.0K0.32%00.0%Unchanged
First Republic Investment Management, Inc.8,459$471.0K0.00%+126+1.5%Added
Captrust Financial Advisors8,537$475.0K0.00%+1,227+16.8%Added
Cigna Investments Inc8,700$485.0K0.04%00.0%Unchanged
Advisors Asset Management, Inc.8,791$489.6K0.01%+3,304+60.2%Added
JustInvest LLC8,972$500.0K0.03%+1,729+23.9%Added
Yousif Capital Management, LLC9,067$505.0K0.01%+9,067New
Fifth Third Bancorp9,399$523.0K0.00%−978−9.4%Reduced
King Luther Capital Management Corp9,568$533.0K0.00%−910−8.7%Reduced
Vident Investment Advisory, LLC9,628$537.0K0.01%+7+0.1%Added
BI Asset Management Fondsmaeglerselskab A/S9,673$539.0K0.02%00.0%Unchanged
Glenmede Trust Co NA9,689$539.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd10,013$557.0K0.13%+10,013New
Tacita Capital Inc10,095$562.0K0.32%−325−3.1%Reduced
Woodstock Corp10,304$574.0K0.06%+10,304New
Private Advisor Group, LLC10,385$578.0K0.00%−5,181−33.3%Reduced
Engrave Wealth Partners LLC10,519$586.0K0.17%00.0%Unchanged
Kestra Advisory Services, LLC10,542$587.0K0.01%−241−2.2%Reduced
Cetera Advisor Networks LLC10,585$589.0K0.01%+8+0.1%Added
Marshall Wace, LLP10,600$591.0K0.00%+10,600New
The PNC Financial Services Group, Inc.10,647$594.0K0.00%+30.0%Added
Claret Asset Management Corp11,027$614.0K0.11%−390−3.4%Reduced
Banque Pictet & Cie SA11,119$620.0K0.00%+11,119New
Ritholtz Wealth Management11,613$647.0K0.04%−1,392−10.7%Reduced
Schonfeld Strategic Advisors LLC12,000$668.0K0.01%+12,000New
Blair William & Co12,292$685.0K0.00%−1,940−13.6%Reduced
Brinker Capital Investments, LLC12,828$714.0K0.01%+173+1.4%Added
Natixis Advisors, L.P.12,868$717.0K0.00%+12,868New
Quilter Plc12,928$720.0K0.02%−1,138−8.1%Reduced
Avantax Advisory Services, Inc.13,207$735.0K0.01%+37+0.3%Added
Northwestern Mutual Wealth Management Co13,497$751.0K0.00%−3,641−21.2%Reduced
Signaturefd, LLC13,738$765.0K0.02%+366+2.7%Added
Van Eck Associates Corp13,985$779.0K0.00%−4,072−22.6%Reduced
AE Wealth Management LLC14,029$781.0K0.01%+838+6.4%Added
Quantbot Technologies LP14,260$794.0K0.06%+12,525+721.9%Added
Citadel Advisors LLC15,091$840.0K0.00%+15,091New
Ameriprise Financial Inc16,816$864.0K0.00%+10,471+165.0%Added
Cambridge Investment Research Advisors, Inc.15,624$870.0K0.00%+1,884+13.7%Added
Washington Trust Co15,653$872.0K0.03%−170−1.1%Reduced
Voya Investment Management LLC16,087$897.0K0.00%+376+2.4%Added
Cumberland Partners Ltd16,822$937.0K0.07%+6,700+66.2%Added
Texas Capital Bank Wealth Management Services Inc16,976$946.0K0.08%+16,976New
Janney Montgomery Scott LLC17,364$967.0K0.00%+1,822+11.7%Added
Comerica Bank18,019$998.0K0.01%−691−3.7%Reduced
Advisor Group Holdings, Inc.17,918$999.0K0.00%−6,842−27.6%Reduced