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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
HM Payson & Co742$41.0K0.00%00.0%Unchanged
First Manhattan Co724$40.0K0.00%00.0%Unchanged
FAI Wealth Management733$40.0K0.03%00.0%Unchanged
Laurel Wealth Advisors LLC695$39.0K0.01%00.0%Unchanged
Glassman Wealth Services600$33.0K0.01%+165+37.9%Added
Central Trust Co596$33.0K0.00%+596New
Sutton Wealth Advisors Inc.552$30.7K0.01%00.0%Unchanged
Gemmer Asset Management LLC519$29.0K0.00%00.0%Unchanged
North Star Investment Management Corp.500$28.0K0.00%−500−50.0%Reduced
Clearstead Advisors, LLC509$28.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC500$28.0K0.03%00.0%Unchanged
Total Clarity Wealth Management, Inc.500$28.0K0.01%00.0%Unchanged
Meeder Asset Management Inc493$27.0K0.00%−147−23.0%Reduced
Atticus Wealth Management, LLC491$27.0K0.01%00.0%Unchanged
Covington Capital Management461$26.0K0.00%00.0%Unchanged
Paragon Capital Management Ltd475$26.0K0.00%+475New
CoreCap Advisors, LLC452$25.0K0.00%+452New
Reilly Financial Advisors, LLC427$24.0K0.00%00.0%Unchanged
Antonetti Capital Management LLC404$23.0K0.02%+404New
Brewin Dolphin Wealth Management Ltd402$22.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP395$22.0K0.00%00.0%Unchanged
TFC Financial Management392$22.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.355$19.0K0.00%00.0%Unchanged
Philo Smith Capital Corp300$16.7K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC281$16.0K0.00%−1−0.4%Reduced
Your Advocates Ltd., LLP275$15.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC256$14.0K0.00%00.0%Unchanged
Addison Advisors LLC243$14.0K0.01%+243New
Snowden Capital Advisors LLC253$14.0K0.00%+253New
Farmers & Merchants Investments Inc225$13.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC234$13.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC242$13.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc200$11.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC187$10.0K0.00%+187New
Fortitude Advisory Group L.L.C.186$10.0K0.01%+186New
Atlas Capital Advisors LLC177$9.86K0.00%00.0%Unchanged
Baystate Wealth Management LLC169$9.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC169$9.00K0.00%+1+0.6%Added
Ancora Advisors, LLC148$8.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.136$8.00K0.00%00.0%Unchanged
Optiver Holding B.V.121$7.00K0.00%+121New
Evoke Wealth, LLC100$6.00K0.00%00.0%Unchanged
Key Financial Inc99$6.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC84$4.68K0.00%+84New
Earnest Partners LLC70$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC65$4.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC52$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC36$2.00K0.00%+36New
Raffa Wealth Management, LLC25$1.39K0.00%00.0%Unchanged
IFP Advisors, Inc8$1.00K0.00%+8New
Assetmark, Inc6$00.00%+6New
Rockefeller Capital Management L.P.14$00.00%+14New
Lincluden Management Ltd0$00.00%−442,621−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−174,569−100.0%Sold out
CIBC World Markets Corp0$00.00%−50,400−100.0%Sold out
Millennium Management LLC0$00.00%−26,938−100.0%Sold out
Prudential Financial Inc0$00.00%−17,298−100.0%Sold out
Boston Private Wealth LLC0$00.00%−17,109−100.0%Sold out
Guggenheim Capital LLC0$00.00%−14,400−100.0%Sold out
Pendal Group Limited0$00.00%−13,984−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−13,684−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−12,206−100.0%Sold out
Wolverine Trading, LLC0$00.00%−8,609−100.0%Sold out
Verition Fund Management LLC0$00.00%−7,190−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−7,000−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−3,000−100.0%Sold out
Consolidated Planning Corp0$00.00%−1,227−100.0%Sold out
MCF Advisors LLC0$00.00%−890−100.0%Sold out
Firestone Capital Management0$00.00%−723−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−701−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−697−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−600−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−464−100.0%Sold out
Phoenix Wealth Advisors0$00.00%−438−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−405−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−373−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−241−100.0%Sold out
Group One Trading, L.P.0$00.00%−200−100.0%Sold out
Sonora Investment Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Berman Capital Advisors, LLC––––Not filed