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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 643,954 | $35.9M | 0.20% | +516,690+406.0% | Added |
| Gluskin Sheff & Assoc Inc | 655,451 | $36.4M | 1.50% | +4,758+0.7% | Added |
| Bank of New York Mellon Corp | 679,505 | $37.8M | 0.01% | −2,138−0.3% | Reduced |
| Triasima Portfolio Management inc. | 685,030 | $38.0M | 1.84% | −32,620−4.5% | Reduced |
| Man Group plc | 736,535 | $41.1M | 0.13% | −616,216−45.6% | Reduced |
| Deutsche Bank AG | 747,245 | $41.6M | 0.02% | +96,377+14.8% | Added |
| Montrusco Bolton Investments Inc. | 754,616 | $42.1M | 0.99% | −57,217−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 782,929 | $43.0M | 0.10% | −3,095−0.4% | Reduced |
| Dimensional Fund Advisors LP | 805,146 | $44.8M | 0.01% | +9,201+1.2% | Added |
| QV Investors Inc. | 839,416 | $46.8M | 3.26% | −24,019−2.8% | Reduced |
| Guardian Capital LP | 857,642 | $47.8M | 0.92% | +1,994+0.2% | Added |
| Credit Suisse AG | 908,943 | $50.6M | 0.04% | −85,308−8.6% | Reduced |
| Russell Investments Group, Ltd. | 952,439 | $53.1M | 0.08% | −14,416−1.5% | Reduced |
| Morgan Stanley | 1,017,897 | $56.7M | 0.01% | +487,773+92.0% | Added |
| Bank of America Corp | 1,076,996 | $60.0M | 0.01% | −31,636−2.9% | Reduced |
| Franklin Resources Inc | 1,124,839 | $62.7M | 0.02% | −55,350−4.7% | Reduced |
| Canada Pension Plan Investment Board | 1,125,000 | $62.7M | 0.07% | −650,000−36.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,156,325 | $64.5M | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,166,015 | $64.9M | 0.06% | −61,517−5.0% | Reduced |
| Value Partners Investments Inc. | 1,304,638 | $72.5M | 5.90% | +1,091+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,454,996 | $81.0M | 0.05% | −82,706−5.4% | Reduced |
| Alberta Investment Management Corp | 1,503,612 | $83.8M | 0.51% | +642,000+74.5% | Added |
| National Bank of Canada | 1,523,809 | $84.7M | 0.36% | +1,523,809 | New |
| Geode Capital Management, LLC | 1,613,508 | $89.7M | 0.01% | +98,382+6.5% | Added |
| Agf Investments Inc. | 1,646,325 | $91.6M | 0.66% | −61,245−3.6% | Reduced |
| British Columbia Investment Management Corp | 1,759,679 | $98.0M | 0.55% | −184,975−9.5% | Reduced |
| Invesco Ltd. | 1,783,450 | $99.3M | 0.02% | −110,123−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,409,787 | $99.6M | 0.97% | +1,409,787 | New |
| Amundi | 1,947,055 | $112.1M | 0.07% | +61,309+3.3% | Added |
| JPMorgan Chase & Co | 2,080,741 | $115.9M | 0.01% | +40,165+2.0% | Added |
| Swiss National Bank | 2,304,400 | $127.9M | 0.08% | −134,700−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,506,151 | $139.4M | 1.38% | −50,819−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,523,202 | $140.6M | 0.69% | −24,485−1.0% | Reduced |
| Scotia Capital Inc. | 2,647,664 | $147.3M | 0.97% | +111,030+4.4% | Added |
| Toronto Dominion Bank | 2,637,213 | $148.6M | 0.20% | −12,739−0.5% | Reduced |
| Letko, Brosseau & Associates Inc | 3,235,427 | $180.3M | 2.58% | −96,091−2.9% | Reduced |
| Legal & General Group Plc | 3,287,868 | $183.3M | 0.06% | +27,096+0.8% | Added |
| Norges Bank | 5,340,517 | $297.5M | 0.06% | −790,032−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,635,956 | $311.5M | 0.19% | −1,274,533−18.4% | Reduced |
| FMR LLC | 5,736,460 | $319.3M | 0.02% | +50,075+0.9% | Added |
| 1832 Asset Management L.P. | 5,988,028 | $333.2M | 0.59% | +106,135+1.8% | Added |
| CIBC Asset Management Inc | 7,654,688 | $425.8M | 1.56% | +290,601+3.9% | Added |
| CIBC World Markets Inc. | 8,074,923 | $449.7M | 1.48% | +469,918+6.2% | Added |
| Bank of Nova Scotia | 9,279,721 | $516.8M | 0.75% | −2,755,852−22.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 11,329,308 | $629.2M | 3.59% | −135,572−1.2% | Reduced |
| TD Asset Management Inc | 13,765,273 | $767.3M | 0.64% | −269,652−1.9% | Reduced |
| Bank of Montreal | 13,969,402 | $787.0M | 0.42% | −5,096,460−26.7% | Reduced |
| Mackenzie Financial Corp | 15,401,973 | $857.3M | 1.16% | −1,019,279−6.2% | Reduced |
| FIL Ltd | 17,736,151 | $987.2M | 1.01% | +1,263,431+7.7% | Added |
| Vanguard Group Inc | 19,135,757 | $1.07B | 0.02% | +478,747+2.6% | Added |
| Price T Rowe Associates Inc | 19,163,972 | $1.07B | 0.10% | −5,5560.0% | Reduced |
| Royal Bank of Canada | 51,043,737 | $2.84B | 0.69% | +1,395,497+2.8% | Added |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −442,621−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −174,569−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,938−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −17,298−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −17,109−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −13,984−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −13,684−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −12,206−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,609−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |