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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 18,000 | $1.00M | 0.05% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 18,344 | $1.02M | 0.01% | −120−0.6% | Reduced |
| SEI Investments Co | 19,174 | $1.07M | 0.00% | −1,399−6.8% | Reduced |
| Baader Bank INC | 20,000 | $1.11M | 0.09% | +20,000 | New |
| Rempart Asset Management Inc. | 20,162 | $1.12M | 0.21% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 20,261 | $1.13M | 0.00% | +9,853+94.7% | Added |
| Ontario Teachers Pension Plan Board | 20,534 | $1.14M | 0.01% | +7,200+54.0% | Added |
| Envestnet Asset Management Inc | 20,691 | $1.15M | 0.00% | +264+1.3% | Added |
| Wambolt & Associates, LLC | 20,824 | $1.16M | 0.42% | +2,147+11.5% | Added |
| Burney Co | 21,333 | $1.19M | 0.05% | +99+0.5% | Added |
| LPL Financial LLC | 21,463 | $1.20M | 0.00% | +8,369+63.9% | Added |
| Capital World Investors | 21,606 | $1.20M | 0.00% | +1,320+6.5% | Added |
| Mason & Associates Inc | 22,000 | $1.23M | 0.37% | +22,000 | New |
| Cetera Investment Advisers | 22,447 | $1.25M | 0.02% | +269+1.2% | Added |
| Wetherby Asset Management Inc | 23,133 | $1.29M | 0.07% | +911+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,379 | $1.36M | 0.00% | +1,442+6.3% | Added |
| US Bancorp | 25,083 | $1.40M | 0.00% | +328+1.3% | Added |
| M&T Bank Corp | 25,093 | $1.40M | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 26,516 | $1.48M | 0.44% | +1,370+5.4% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.52M | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,626 | $1.58M | 0.02% | +2,827+11.0% | Added |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.64M | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 30,474 | $1.70M | 0.02% | +30,474 | New |
| Raymond James & Associates | 30,717 | $1.71M | 0.00% | +1,055+3.6% | Added |
| Dorchester Wealth Management Co | 31,306 | $1.74M | 0.35% | +100+0.3% | Added |
| Erste Asset Management GmbH | 31,800 | $1.75M | 0.03% | +23,300+274.1% | Added |
| Addenda Capital Inc. | 25,370 | $1.79M | 0.08% | −880−3.4% | Reduced |
| American Century Companies Inc | 33,090 | $1.84M | 0.00% | +9,438+39.9% | Added |
| Assenagon Asset Management S.A. | 36,980 | $2.06M | 0.01% | −447−1.2% | Reduced |
| HighTower Advisors, LLC | 40,245 | $2.24M | 0.00% | +1,022+2.6% | Added |
| Unison Advisors LLC | 41,410 | $2.31M | 0.56% | +285+0.7% | Added |
| Commonwealth Equity Services, LLC | 46,229 | $2.57M | 0.01% | +440+1.0% | Added |
| Alliancebernstein L.P. | 47,843 | $2.66M | 0.00% | +1,719+3.7% | Added |
| Kraematon Investment Advisors, Inc | 49,430 | $2.75M | 2.47% | +49,430 | New |
| Cubist Systematic Strategies, LLC | 56,672 | $3.16M | 0.03% | +56,672 | New |
| Westpac Banking Corp | 48,439 | $3.41M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 62,768 | $3.50M | 0.08% | +5,261+9.1% | Added |
| ClariVest Asset Management LLC | 68,930 | $3.84M | 0.12% | −15,580−18.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 44,523 | $3.99M | 0.01% | −13,280−23.0% | Reduced |
| APG Asset Management N.V. | 84,178 | $4.13M | 0.01% | +46,000+120.5% | Added |
| NN Investment Partners Holdings N.V. | 79,205 | $4.41M | 0.02% | −151,310−65.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 93,869 | $5.21M | 2.24% | −5,760−5.8% | Reduced |
| AlphaCrest Capital Management LLC | 95,913 | $5.34M | 0.20% | +71,055+285.8% | Added |
| Credential Qtrade Securities Inc. | 95,947 | $5.34M | 0.36% | +5,143+5.7% | Added |
| Janus Henderson Group PLC | 107,785 | $6.01M | 0.00% | −187,504−63.5% | Reduced |
| SIG North Trading, ULC | 109,245 | $6.06M | 1.53% | +109,245 | New |
| Schroder Investment Management Group | 86,516 | $6.09M | 0.01% | −78,202−47.5% | Reduced |
| Qube Research & Technologies Ltd | 118,620 | $6.61M | 0.05% | +118,620 | New |
| Citigroup Inc | 123,647 | $6.89M | 0.01% | +9,880+8.7% | Added |
| USS Investment Management Ltd | 129,226 | $7.21M | 0.06% | 00.0% | Unchanged |
| Motco | 130,023 | $7.24M | 0.45% | +502+0.4% | Added |
| AXA S.A. | 147,479 | $8.21M | 0.02% | −1,797−1.2% | Reduced |
| Barclays PLC | 147,812 | $8.23M | 0.01% | −91,071−38.1% | Reduced |
| Shell Asset Management Co | 150,953 | $8.41M | 0.17% | +24,700+19.6% | Added |
| Bank of Nova Scotia Trust Co | 163,656 | $9.11M | 0.79% | −4,537−2.7% | Reduced |
| Waratah Capital Advisors Ltd. | 169,090 | $9.41M | 0.44% | +80,210+90.2% | Added |
| Aviva PLC | 176,608 | $9.83M | 0.04% | −2,720−1.5% | Reduced |
| Wells Fargo & Company | 177,161 | $9.87M | 0.00% | −41,881−19.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 183,597 | $10.1M | 0.05% | −30,588−14.3% | Reduced |
| Voloridge Investment Management, LLC | 193,805 | $10.8M | 0.06% | +105,576+119.7% | Added |
| Intact Investment Management Inc. | 155,700 | $11.0M | 0.28% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 200,748 | $11.2M | 0.01% | −37,631−15.8% | Reduced |
| Hillsdale Investment Management Inc. | 205,260 | $11.4M | 0.77% | −70,690−25.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $11.6M | 0.02% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 207,315 | $11.7M | 1.13% | +193+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 215,993 | $12.0M | 0.21% | +145,542+206.6% | Added |
| Jane Street Group, LLC | 217,877 | $12.1M | 0.02% | +178,442+452.5% | Added |
| Korea Investment CORP | 230,500 | $12.8M | 0.03% | +3,529+1.6% | Added |
| Forsta Ap-Fonden | 234,000 | $13.0M | 0.13% | +27,200+13.2% | Added |
| Avalon Investment & Advisory | 234,924 | $13.1M | 0.32% | −46,799−16.6% | Reduced |
| Barometer Capital Management Inc. | 190,193 | $13.4M | 2.25% | +138,403+267.2% | Added |
| State of Wisconsin Investment Board | 243,835 | $13.6M | 0.03% | −72,353−22.9% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $14.0M | 0.65% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 253,300 | $14.0M | 0.74% | +253,300 | New |
| Teachers Retirement System of the State of Kentucky | 257,720 | $14.4M | 0.13% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 271,153 | $15.0M | 0.11% | +390.0% | Added |
| Jarislowsky, Fraser Ltd | 277,695 | $15.3M | 0.07% | +2,662+1.0% | Added |
| Northern Trust Corp | 283,880 | $15.8M | 0.00% | +3,663+1.3% | Added |
| Natixis | 285,892 | $15.9M | 0.05% | +98,261+52.4% | Added |
| LGT Group Foundation | 287,247 | $16.0M | 0.41% | +287,247 | New |
| Neuberger Berman Group LLC | 303,493 | $17.0M | 0.01% | +114,323+60.4% | Added |
| Prudential PLC | 307,201 | $17.1M | 0.23% | +3,802+1.3% | Added |
| MUFG Securities (Canada), Ltd. | 312,974 | $17.4M | 0.80% | +175+0.1% | Added |
| AMF Pensionsforsakring AB | 334,725 | $18.7M | 0.13% | −25,841−7.2% | Reduced |
| AustralianSuper Pty Ltd | 349,368 | $19.6M | 0.11% | −15,776−4.3% | Reduced |
| UBS Group AG | 405,612 | $22.6M | 0.01% | +44,060+12.2% | Added |
| Great West Life Assurance Co | 407,829 | $22.7M | 0.05% | +5,377+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413,222 | $22.7M | 0.11% | −27,615−6.3% | Reduced |
| Pictet Asset Management SA | 439,928 | $24.5M | 0.02% | +213,717+94.5% | Added |
| Parametric Portfolio Associates LLC | 442,355 | $24.6M | 0.01% | +31,727+7.7% | Added |
| Mn Services Vermogensbeheer B.V. | 451,045 | $25.1M | 0.15% | +15,400+3.5% | Added |
| Cardinal Capital Management, Inc. | 482,936 | $26.9M | 1.25% | −28,133−5.5% | Reduced |
| Todd Asset Management LLC | 501,104 | $27.9M | 0.60% | −1470.0% | Reduced |
| BlackRock Inc. | 511,419 | $28.5M | 0.00% | +30,116+6.3% | Added |
| Renaissance Technologies LLC | 525,100 | $29.2M | 0.04% | +443,600+544.3% | Added |
| Goldman Sachs Group Inc | 534,731 | $29.8M | 0.01% | +22,159+4.3% | Added |
| Fiera Capital Corp | 539,915 | $30.1M | 0.07% | +430,765+394.7% | Added |
| Northwest & Ethical Investments L.P. | 581,873 | $32.4M | 0.96% | −39,691−6.4% | Reduced |
| HSBC Holdings PLC | 583,761 | $32.5M | 0.03% | −2,624−0.4% | Reduced |
| Cidel Asset Management Inc | 633,009 | $35.3M | 1.31% | +121,113+23.7% | Added |