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 |
|---|---|---|---|---|---|
| AXA S.A. | 147,479 | $8.21M | 0.02% | −1,797−1.2% | Reduced |
| Motco | 130,023 | $7.24M | 0.45% | +502+0.4% | Added |
| USS Investment Management Ltd | 129,226 | $7.21M | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 123,647 | $6.89M | 0.01% | +9,880+8.7% | Added |
| Qube Research & Technologies Ltd | 118,620 | $6.61M | 0.05% | +118,620 | New |
| Schroder Investment Management Group | 86,516 | $6.09M | 0.01% | −78,202−47.5% | Reduced |
| SIG North Trading, ULC | 109,245 | $6.06M | 1.53% | +109,245 | New |
| Janus Henderson Group PLC | 107,785 | $6.01M | 0.00% | −187,504−63.5% | Reduced |
| Credential Qtrade Securities Inc. | 95,947 | $5.34M | 0.36% | +5,143+5.7% | Added |
| AlphaCrest Capital Management LLC | 95,913 | $5.34M | 0.20% | +71,055+285.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 93,869 | $5.21M | 2.24% | −5,760−5.8% | Reduced |
| NN Investment Partners Holdings N.V. | 79,205 | $4.41M | 0.02% | −151,310−65.6% | Reduced |
| APG Asset Management N.V. | 84,178 | $4.13M | 0.01% | +46,000+120.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 44,523 | $3.99M | 0.01% | −13,280−23.0% | Reduced |
| ClariVest Asset Management LLC | 68,930 | $3.84M | 0.12% | −15,580−18.4% | Reduced |
| Crossmark Global Holdings, Inc. | 62,768 | $3.50M | 0.08% | +5,261+9.1% | Added |
| Westpac Banking Corp | 48,439 | $3.41M | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 56,672 | $3.16M | 0.03% | +56,672 | New |
| Kraematon Investment Advisors, Inc | 49,430 | $2.75M | 2.47% | +49,430 | New |
| Alliancebernstein L.P. | 47,843 | $2.66M | 0.00% | +1,719+3.7% | Added |
| Commonwealth Equity Services, LLC | 46,229 | $2.57M | 0.01% | +440+1.0% | Added |
| Unison Advisors LLC | 41,410 | $2.31M | 0.56% | +285+0.7% | Added |
| HighTower Advisors, LLC | 40,245 | $2.24M | 0.00% | +1,022+2.6% | Added |
| Assenagon Asset Management S.A. | 36,980 | $2.06M | 0.01% | −447−1.2% | Reduced |
| American Century Companies Inc | 33,090 | $1.84M | 0.00% | +9,438+39.9% | Added |
| Addenda Capital Inc. | 25,370 | $1.79M | 0.08% | −880−3.4% | Reduced |
| Erste Asset Management GmbH | 31,800 | $1.75M | 0.03% | +23,300+274.1% | Added |
| Dorchester Wealth Management Co | 31,306 | $1.74M | 0.35% | +100+0.3% | Added |
| Raymond James & Associates | 30,717 | $1.71M | 0.00% | +1,055+3.6% | Added |
| Magnetar Financial LLC | 30,474 | $1.70M | 0.02% | +30,474 | New |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.64M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,626 | $1.58M | 0.02% | +2,827+11.0% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.52M | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 26,516 | $1.48M | 0.44% | +1,370+5.4% | Added |
| M&T Bank Corp | 25,093 | $1.40M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 25,083 | $1.40M | 0.00% | +328+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,379 | $1.36M | 0.00% | +1,442+6.3% | Added |
| Wetherby Asset Management Inc | 23,133 | $1.29M | 0.07% | +911+4.1% | Added |
| Cetera Investment Advisers | 22,447 | $1.25M | 0.02% | +269+1.2% | Added |
| Mason & Associates Inc | 22,000 | $1.23M | 0.37% | +22,000 | New |
| Capital World Investors | 21,606 | $1.20M | 0.00% | +1,320+6.5% | Added |
| LPL Financial LLC | 21,463 | $1.20M | 0.00% | +8,369+63.9% | Added |
| Burney Co | 21,333 | $1.19M | 0.05% | +99+0.5% | Added |
| Wambolt & Associates, LLC | 20,824 | $1.16M | 0.42% | +2,147+11.5% | Added |
| Envestnet Asset Management Inc | 20,691 | $1.15M | 0.00% | +264+1.3% | Added |
| Ontario Teachers Pension Plan Board | 20,534 | $1.14M | 0.01% | +7,200+54.0% | Added |
| Fayez Sarofim & Co | 20,261 | $1.13M | 0.00% | +9,853+94.7% | Added |
| Rempart Asset Management Inc. | 20,162 | $1.12M | 0.21% | 00.0% | Unchanged |
| Baader Bank INC | 20,000 | $1.11M | 0.09% | +20,000 | New |
| SEI Investments Co | 19,174 | $1.07M | 0.00% | −1,399−6.8% | Reduced |
| Candriam Luxembourg S.C.A. | 18,344 | $1.02M | 0.01% | −120−0.6% | Reduced |
| HBK Sorce Advisory LLC | 18,000 | $1.00M | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,918 | $999.0K | 0.00% | −6,842−27.6% | Reduced |
| Comerica Bank | 18,019 | $998.0K | 0.01% | −691−3.7% | Reduced |
| Janney Montgomery Scott LLC | 17,364 | $967.0K | 0.00% | +1,822+11.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $946.0K | 0.08% | +16,976 | New |
| Cumberland Partners Ltd | 16,822 | $937.0K | 0.07% | +6,700+66.2% | Added |
| Voya Investment Management LLC | 16,087 | $897.0K | 0.00% | +376+2.4% | Added |
| Washington Trust Co | 15,653 | $872.0K | 0.03% | −170−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,624 | $870.0K | 0.00% | +1,884+13.7% | Added |
| Ameriprise Financial Inc | 16,816 | $864.0K | 0.00% | +10,471+165.0% | Added |
| Citadel Advisors LLC | 15,091 | $840.0K | 0.00% | +15,091 | New |
| Quantbot Technologies LP | 14,260 | $794.0K | 0.06% | +12,525+721.9% | Added |
| AE Wealth Management LLC | 14,029 | $781.0K | 0.01% | +838+6.4% | Added |
| Van Eck Associates Corp | 13,985 | $779.0K | 0.00% | −4,072−22.6% | Reduced |
| Signaturefd, LLC | 13,738 | $765.0K | 0.02% | +366+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 13,497 | $751.0K | 0.00% | −3,641−21.2% | Reduced |
| Avantax Advisory Services, Inc. | 13,207 | $735.0K | 0.01% | +37+0.3% | Added |
| Quilter Plc | 12,928 | $720.0K | 0.02% | −1,138−8.1% | Reduced |
| Natixis Advisors, L.P. | 12,868 | $717.0K | 0.00% | +12,868 | New |
| Brinker Capital Investments, LLC | 12,828 | $714.0K | 0.01% | +173+1.4% | Added |
| Blair William & Co | 12,292 | $685.0K | 0.00% | −1,940−13.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,000 | $668.0K | 0.01% | +12,000 | New |
| Ritholtz Wealth Management | 11,613 | $647.0K | 0.04% | −1,392−10.7% | Reduced |
| Banque Pictet & Cie SA | 11,119 | $620.0K | 0.00% | +11,119 | New |
| Claret Asset Management Corp | 11,027 | $614.0K | 0.11% | −390−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 10,647 | $594.0K | 0.00% | +30.0% | Added |
| Marshall Wace, LLP | 10,600 | $591.0K | 0.00% | +10,600 | New |
| Cetera Advisor Networks LLC | 10,585 | $589.0K | 0.01% | +8+0.1% | Added |
| Kestra Advisory Services, LLC | 10,542 | $587.0K | 0.01% | −241−2.2% | Reduced |
| Engrave Wealth Partners LLC | 10,519 | $586.0K | 0.17% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,385 | $578.0K | 0.00% | −5,181−33.3% | Reduced |
| Woodstock Corp | 10,304 | $574.0K | 0.06% | +10,304 | New |
| Tacita Capital Inc | 10,095 | $562.0K | 0.32% | −325−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,013 | $557.0K | 0.13% | +10,013 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,673 | $539.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,689 | $539.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,628 | $537.0K | 0.01% | +7+0.1% | Added |
| King Luther Capital Management Corp | 9,568 | $533.0K | 0.00% | −910−8.7% | Reduced |
| Fifth Third Bancorp | 9,399 | $523.0K | 0.00% | −978−9.4% | Reduced |
| Yousif Capital Management, LLC | 9,067 | $505.0K | 0.01% | +9,067 | New |
| JustInvest LLC | 8,972 | $500.0K | 0.03% | +1,729+23.9% | Added |
| Advisors Asset Management, Inc. | 8,791 | $489.6K | 0.01% | +3,304+60.2% | Added |
| Cigna Investments Inc | 8,700 | $485.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,537 | $475.0K | 0.00% | +1,227+16.8% | Added |
| First Republic Investment Management, Inc. | 8,459 | $471.0K | 0.00% | +126+1.5% | Added |
| Davidson Trust Co | 8,303 | $462.0K | 0.32% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 7,873 | $438.0K | 0.06% | 00.0% | Unchanged |
| First National Trust Co | 7,741 | $431.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 7,548 | $420.0K | 0.00% | −440−5.5% | Reduced |