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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
Vontobel Holding Ltd.7,507$418.0K0.00%+7,507New
Financial Management Network Inc17,890$415.0K0.19%00.0%Unchanged
Cetera Advisors LLC7,318$408.0K0.01%+2,616+55.6%Added
Trexquant Investment LP7,316$407.0K0.03%+7,316New
Old National Bancorp7,246$404.0K0.01%−569−7.3%Reduced
Welch & Forbes LLC6,977$389.0K0.01%00.0%Unchanged
qPULA Trading Management LP6,849$381.0K0.68%+6,849New
Edgestream Partners, L.P.6,776$377.0K0.02%+6,776New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,700$372.1K0.00%00.0%Unchanged
Parsons Capital Management Inc6,667$371.0K0.03%00.0%Unchanged
Eaton Vance Management6,646$370.0K0.00%−42−0.6%Reduced
Financial Counselors Inc6,603$368.0K0.01%00.0%Unchanged
Corient Capital Partners, LLC6,530$364.0K0.02%−75−1.1%Reduced
FORA Capital, LLC6,510$363.0K0.14%+6,510New
MBB Public Markets I LLC6,452$359.0K0.01%+6,452New
Heathbridge Capital Management Ltd.6,400$356.0K0.10%00.0%Unchanged
Stonebridge Capital Management Inc6,275$349.0K0.12%00.0%Unchanged
Pinnacle Associates Ltd6,153$343.0K0.01%00.0%Unchanged
Huntington National Bank6,142$342.0K0.00%+3,614+143.0%Added
Gulf International Bank (UK) Ltd6,048$336.0K0.00%00.0%Unchanged
Cozad Asset Management Inc5,964$332.0K0.05%+470+8.6%Added
Advisory Services Network, LLC5,892$328.0K0.01%+42+0.7%Added
Unio Capital LLC5,738$320.0K1.14%−34−0.6%Reduced
Advisory Resource Group5,649$320.0K0.11%+670+13.5%Added
Stifel Financial Corp5,585$311.0K0.00%+834+17.6%Added
Brewin Dolphin Ltd5,509$307.0K0.01%−3,774−40.7%Reduced
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
Northwest Bancshares, Inc.5,433$303.0K0.06%00.0%Unchanged
Regions Financial Corp5,423$302.0K0.00%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
Smithfield Trust Co5,394$300.0K0.02%00.0%Unchanged
Capital International Investors5,374$299.0K0.00%00.0%Unchanged
CWM, LLC5,296$295.0K0.00%+5,296New
Running Point Capital Advisors, LLC5,195$289.0K0.17%+19+0.4%Added
Mercer Global Advisors Inc5,009$279.0K0.00%+27+0.5%Added
Tower Research Capital LLC (TRC)4,744$263.0K0.00%+4,579+2,775.2%Added
MONECO Advisors, LLC4,574$262.0K0.10%−449−8.9%Reduced
Veritable, L.P.4,602$256.0K0.00%00.0%Unchanged
Capital City Trust Co4,596$256.0K0.07%00.0%Unchanged
Clarius Group, LLC4,574$255.0K0.02%+4,574New
Hennion & Walsh Asset Management, Inc.4,569$254.0K0.01%−412−8.3%Reduced
Cresset Asset Management, LLC4,535$253.0K0.00%−589−11.5%Reduced
Pacer Advisors, Inc.4,490$250.0K0.00%−263−5.5%Reduced
Lombard Odier Asset Management (Switzerland) SA3,526$248.0K0.02%+3,526New
Flaharty Asset Management, LLC4,411$246.0K0.05%00.0%Unchanged
Pathway Financial Advisors LLC4,339$246.0K0.09%+4,339New
Argent Trust Co4,362$243.0K0.01%00.0%Unchanged
Seven Eight Capital, LP4,354$242.0K0.04%+4,354New
First Bank & Trust4,242$236.0K0.10%−586−12.1%Reduced
Andra AP-fonden3,200$225.0K0.00%−65,200−95.3%Reduced
Lindbrook Capital, LLC4,032$225.0K0.03%+8+0.2%Added
Rathbone Brothers plc3,990$222.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC3,952$220.0K0.00%+3,952New
Parallel Advisors, LLC3,899$217.0K0.01%+473+13.8%Added
Mitchell McLeod Pugh & Williams Inc3,848$214.0K0.07%+3,848New
Geneos Wealth Management Inc.3,834$213.0K0.01%−609−13.7%Reduced
West Family Investments, Inc.3,794$211.0K0.06%−489−11.4%Reduced
BancorpSouth Bank3,712$207.0K0.03%−1,854−33.3%Reduced
Mirova3,564$198.0K0.02%+3,564New
City Holding Co3,700$194.0K0.03%00.0%Unchanged
Amplius Wealth Advisors, LLC3,149$175.0K0.02%+3,149New
First Horizon Advisors, Inc.3,033$169.0K0.01%00.0%Unchanged
Independence Bank of Kentucky2,844$158.0K0.06%00.0%Unchanged
Quadrant Capital Group LLC2,735$152.0K0.02%+224+8.9%Added
Harbour Investments, Inc.2,688$150.0K0.01%−1,635−37.8%Reduced
Bessemer Group Inc2,480$138.0K0.00%00.0%Unchanged
Macquarie Group Ltd2,396$133.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.2,388$133.0K0.03%00.0%Unchanged
Credit Agricole S A2,231$124.0K0.00%−2,600−53.8%Reduced
Umb Bank N A2,087$116.0K0.00%+2,087New
Sandy Cove Advisors, LLC2,080$116.0K0.10%+2,080New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000$111.0K0.00%−500−20.0%Reduced
Concord Wealth Partners2,000$111.0K0.03%00.0%Unchanged
Zions Bancorporation, N.A.1,968$110.0K0.01%+8+0.4%Added
Capital Advisors, Ltd. LLC1,903$106.0K0.02%00.0%Unchanged
Rather & Kittrell, Inc.1,906$106.0K0.09%+1,906New
Perkins Coie Trust Co1,871$104.0K0.03%00.0%Unchanged
Twin Tree Management, LP1,848$103.0K0.00%−13,731−88.1%Reduced
Whittier Trust Co1,653$92.0K0.00%−1,140−40.8%Reduced
Cullen/Frost Bankers, Inc.1,501$84.0K0.00%+10+0.7%Added
Johnson Midwest Financial, LLC1,482$83.0K0.06%00.0%Unchanged
Financial Management Professionals, Inc.1,467$82.0K0.02%+41+2.9%Added
Steward Partners Investment Advisory, LLC1,392$78.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC1,302$73.0K0.03%+1+0.1%Added
Massmutual Trust Co FSB1,243$69.0K0.00%+91+7.9%Added
Allworth Financial LP1,205$67.0K0.00%−421−25.9%Reduced
Old North State Trust, LLC1,129$63.0K0.05%00.0%Unchanged
Spire Wealth Management1,136$63.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc1,117$62.0K0.00%+401+56.0%Added
Kistler-Tiffany Companies, LLC1,049$58.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC1,025$57.0K0.00%+1,025New
Dixon Hughes Goodman Wealth Advisors LLC993$55.0K0.02%+993New
Fieldpoint Private Securities, LLC972$54.0K0.01%−123−11.2%Reduced
Pacifica Partners Inc.855$48.0K0.03%+597+231.4%Added
Freedman Financial Associates, Inc.842$47.0K0.03%00.0%Unchanged
Duncker Streett & Co Inc814$45.0K0.01%00.0%Unchanged
Asset Dedication, LLC787$44.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.775$43.0K0.00%+775New