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, Q1 2022
Institutional positions in Sun Life Financial Inc as of Mar 31, 2022. 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
- 351
- +3 vs. Q4 2021
- Shares held
- 279.6M
- −2.24M (−0.8%) vs. Q4 2021
- Total value
- $15.7B
- −$79.9M (−0.5%) vs. Q4 2021
- New holders
- 34
- 125 more added
- Sold out
- 31
- 101 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 49,561,654 | $2.77B | 0.73% | −1,482,083−2.9% | Reduced |
| Vanguard Group Inc | 19,782,590 | $1.10B | 0.03% | +646,833+3.4% | Added |
| Price T Rowe Associates Inc | 17,537,842 | $979.9M | 0.10% | −1,626,130−8.5% | Reduced |
| Mackenzie Financial Corp | 16,723,833 | $935.2M | 1.25% | +1,321,860+8.6% | Added |
| FIL Ltd | 14,939,579 | $834.1M | 0.86% | −2,796,572−15.8% | Reduced |
| TD Asset Management Inc | 14,171,931 | $792.0M | 0.72% | +406,658+3.0% | Added |
| Bank of Montreal | 12,772,073 | $718.7M | 0.41% | −1,197,329−8.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 11,011,647 | $615.1M | 3.48% | −317,661−2.8% | Reduced |
| Bank of Nova Scotia | 10,455,904 | $583.8M | 0.99% | +1,176,183+12.7% | Added |
| CIBC Asset Management Inc | 7,955,763 | $444.7M | 1.57% | +301,075+3.9% | Added |
| CIBC World Markets Inc. | 6,729,760 | $375.7M | 1.27% | −1,345,163−16.7% | Reduced |
| 1832 Asset Management L.P. | 6,204,791 | $342.1M | 0.56% | +216,763+3.6% | Added |
| Norges Bank | 5,952,848 | $332.3M | 0.07% | +612,331+11.5% | Added |
| Manufacturers Life Insurance Company, The | 5,681,696 | $317.7M | 0.21% | +45,740+0.8% | Added |
| FMR LLC | 5,605,032 | $312.9M | 0.03% | −131,428−2.3% | Reduced |
| Legal & General Group Plc | 3,538,371 | $197.7M | 0.06% | +250,503+7.6% | Added |
| Letko, Brosseau & Associates Inc | 3,022,152 | $168.9M | 2.52% | −213,275−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,921,703 | $163.1M | 0.80% | +398,501+15.8% | Added |
| Scotia Capital Inc. | 2,756,045 | $153.9M | 0.98% | +108,381+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,576,499 | $146.8M | 1.42% | +70,348+2.8% | Added |
| Swiss National Bank | 2,602,400 | $145.2M | 0.08% | +298,000+12.9% | Added |
| Toronto Dominion Bank | 2,484,035 | $140.6M | 0.21% | −153,178−5.8% | Reduced |
| JPMorgan Chase & Co | 2,258,452 | $126.1M | 0.02% | +177,711+8.5% | Added |
| Amundi | 2,186,911 | $119.1M | 0.08% | +239,856+12.3% | Added |
| TD Waterhouse Canada Inc. | 1,531,708 | $106.7M | 1.04% | +121,921+8.6% | Added |
| National Bank of Canada | 1,765,544 | $98.0M | 0.38% | +241,735+15.9% | Added |
| British Columbia Investment Management Corp | 1,738,562 | $97.0M | 0.62% | −21,117−1.2% | Reduced |
| Geode Capital Management, LLC | 1,682,725 | $94.1M | 0.01% | +69,217+4.3% | Added |
| Invesco Ltd. | 1,671,023 | $93.3M | 0.02% | −112,427−6.3% | Reduced |
| Alberta Investment Management Corp | 1,616,182 | $90.3M | 0.52% | +112,570+7.5% | Added |
| Agf Investments Inc. | 1,474,105 | $82.3M | 0.62% | −172,220−10.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,460,583 | $81.7M | 0.05% | +5,587+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,296,325 | $72.4M | 0.17% | +140,000+12.1% | Added |
| Value Partners Investments Inc. | 1,285,440 | $71.8M | 6.08% | −19,198−1.5% | Reduced |
| Canada Pension Plan Investment Board | 1,283,600 | $71.7M | 0.10% | +158,600+14.1% | Added |
| Bank of America Corp | 1,173,408 | $65.5M | 0.01% | +96,412+9.0% | Added |
| First Trust Advisors LP | 1,153,083 | $64.4M | 0.07% | −12,932−1.1% | Reduced |
| Franklin Resources Inc | 1,055,960 | $58.9M | 0.02% | −68,879−6.1% | Reduced |
| Credit Suisse AG | 1,019,074 | $56.9M | 0.05% | +110,131+12.1% | Added |
| Guardian Capital LP | 980,575 | $54.8M | 1.07% | +122,933+14.3% | Added |
| Dimensional Fund Advisors LP | 954,930 | $53.3M | 0.02% | +149,784+18.6% | Added |
| QV Investors Inc. | 944,449 | $52.8M | 3.75% | +105,033+12.5% | Added |
| Montrusco Bolton Investments Inc. | 905,713 | $50.6M | 1.17% | +151,097+20.0% | Added |
| DekaBank Deutsche Girozentrale | 891,741 | $50.2M | 0.12% | +108,812+13.9% | Added |
| Russell Investments Group, Ltd. | 896,441 | $50.1M | 0.09% | −55,998−5.9% | Reduced |
| Triasima Portfolio Management inc. | 789,005 | $44.1M | 2.12% | +103,975+15.2% | Added |
| HSBC Holdings PLC | 738,065 | $41.4M | 0.06% | +154,304+26.4% | Added |
| Deutsche Bank AG | 709,527 | $39.6M | 0.02% | −37,718−5.0% | Reduced |
| Intact Investment Management Inc. | 556,280 | $38.8M | 0.99% | +400,580+257.3% | Added |
| Bank of New York Mellon Corp | 677,372 | $37.8M | 0.01% | −2,133−0.3% | Reduced |
| Fiera Capital Corp | 676,169 | $37.8M | 0.10% | +136,254+25.2% | Added |
| Morgan Stanley | 662,266 | $37.0M | 0.00% | −355,631−34.9% | Reduced |
| Renaissance Technologies LLC | 621,600 | $34.7M | 0.04% | +96,500+18.4% | Added |
| Public Sector Pension Investment Board | 616,024 | $34.4M | 0.21% | −27,930−4.3% | Reduced |
| Northwest & Ethical Investments L.P. | 597,693 | $33.4M | 1.07% | +15,820+2.7% | Added |
| Cidel Asset Management Inc | 595,879 | $33.3M | 1.22% | −37,130−5.9% | Reduced |
| Man Group plc | 575,360 | $32.1M | 0.11% | −161,175−21.9% | Reduced |
| Pictet Asset Management SA | 572,107 | $32.0M | 0.04% | +132,179+30.0% | Added |
| Goldman Sachs Group Inc | 572,372 | $32.0M | 0.01% | +37,641+7.0% | Added |
| BlackRock Inc. | 534,141 | $29.8M | 0.00% | +22,722+4.4% | Added |
| Todd Asset Management LLC | 520,133 | $29.0M | 0.64% | +19,029+3.8% | Added |
| Gluskin Sheff & Assoc Inc | 477,922 | $26.7M | 1.16% | −177,529−27.1% | Reduced |
| Cardinal Capital Management, Inc. | 465,468 | $26.0M | 1.27% | −17,468−3.6% | Reduced |
| Parametric Portfolio Associates LLC | 449,486 | $25.1M | 0.01% | +7,131+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 424,297 | $23.7M | 0.12% | +11,075+2.7% | Added |
| Great West Life Assurance Co | 398,157 | $23.6M | 0.05% | −9,672−2.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 416,945 | $23.3M | 0.16% | −34,100−7.6% | Reduced |
| State of Wisconsin Investment Board | 359,681 | $20.1M | 0.04% | +115,846+47.5% | Added |
| UBS Group AG | 350,931 | $19.6M | 0.01% | −54,681−13.5% | Reduced |
| Korea Investment CORP | 338,900 | $18.9M | 0.05% | +108,400+47.0% | Added |
| AMF Pensionsforsakring AB | 334,725 | $18.7M | 0.14% | 00.0% | Unchanged |
| Prudential PLC | 322,705 | $18.0M | 0.26% | +15,504+5.0% | Added |
| LGT Group Foundation | 321,551 | $18.0M | 0.42% | +34,304+11.9% | Added |
| Jane Street Group, LLC | 301,799 | $16.8M | 0.03% | +83,922+38.5% | Added |
| Neuberger Berman Group LLC | 294,802 | $16.6M | 0.01% | −8,691−2.9% | Reduced |
| Jarislowsky, Fraser Ltd | 277,723 | $15.5M | 0.08% | +280.0% | Added |
| Northern Trust Corp | 273,899 | $15.3M | 0.00% | −9,981−3.5% | Reduced |
| M&G Investment Management Ltd | 271,247 | $15.2M | 0.03% | +940.0% | Added |
| Teachers Retirement System of the State of Kentucky | 257,720 | $14.4M | 0.14% | 00.0% | Unchanged |
| Natixis | 256,849 | $14.4M | 0.05% | −29,043−10.2% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $14.0M | 0.68% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 247,900 | $13.9M | 0.16% | +13,900+5.9% | Added |
| Voloridge Investment Management, LLC | 242,606 | $13.5M | 0.08% | +48,801+25.2% | Added |
| Crossmark Global Holdings, Inc. | 239,457 | $13.4M | 0.30% | +176,689+281.5% | Added |
| Avalon Investment & Advisory | 238,111 | $13.3M | 0.32% | +3,187+1.4% | Added |
| Millennium Management LLC | 232,813 | $13.0M | 0.02% | +232,813 | New |
| Allianz Asset Management GmbH | 218,445 | $12.2M | 0.01% | +17,697+8.8% | Added |
| AXA S.A. | 207,991 | $11.6M | 0.03% | +60,512+41.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $11.6M | 0.04% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 203,385 | $11.4M | 1.11% | −3,930−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 203,945 | $11.4M | 0.19% | −12,048−5.6% | Reduced |
| Wells Fargo & Company | 196,315 | $11.0M | 0.00% | +19,154+10.8% | Added |
| Bank of Nova Scotia Trust Co | 176,624 | $9.86M | 0.86% | +12,968+7.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 168,696 | $9.42M | 0.06% | −14,901−8.1% | Reduced |
| Power Corp of Canada | 96,633 | $8.43M | 0.70% | +96,633 | New |
| Shell Asset Management Co | 147,133 | $8.22M | 0.19% | −3,820−2.5% | Reduced |
| Hillsdale Investment Management Inc. | 138,980 | $7.75M | 0.50% | −66,280−32.3% | Reduced |
| Citigroup Inc | 137,073 | $7.66M | 0.01% | +13,426+10.9% | Added |
| USS Investment Management Ltd | 136,582 | $7.63M | 0.06% | +7,356+5.7% | Added |
| Aviva PLC | 135,443 | $7.57M | 0.04% | −41,165−23.3% | Reduced |