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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Earnest Partners LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| Glen Eagle Advisors, LLC | 84 | $4.69K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 111 | $6.00K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 117 | $7.00K | 0.00% | +81+225.0% | Added |
| GHP Investment Advisors, Inc. | 119 | $7.00K | 0.00% | +119 | New |
| Ancora Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $8.00K | 0.00% | +146 | New |
| Baystate Wealth Management LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $9.00K | 0.00% | +1+0.6% | Added |
| Atlas Capital Advisors LLC | 177 | $9.88K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 186 | $10.0K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 187 | $10.4K | 0.01% | +187 | New |
| CIBC Private Wealth Group, LLC | 204 | $11.0K | 0.00% | +204 | New |
| Farmers & Merchants Investments Inc | 225 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 243 | $14.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $14.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $15.0K | 0.00% | +262 | New |
| Exchange Traded Concepts, LLC | 285 | $16.0K | 0.00% | +4+1.4% | Added |
| Philo Smith Capital Corp | 300 | $16.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 329 | $18.0K | 0.00% | +329 | New |
| Westside Investment Management, Inc. | 355 | $19.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 367 | $20.0K | 0.02% | −366−49.9% | Reduced |
| Jones Financial Companies LLLP | 395 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 404 | $23.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 438 | $24.0K | 0.00% | −55−11.2% | Reduced |
| Covington Capital Management | 461 | $26.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $27.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 496 | $27.0K | 0.00% | +496 | New |
| Gemmer Asset Management LLC | 519 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $28.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $28.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 499 | $28.0K | 0.00% | +299+149.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $30.0K | 0.02% | +530 | New |
| Sutton Wealth Advisors Inc. | 552 | $30.8K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 549 | $31.0K | 0.01% | −423−43.5% | Reduced |
| Money Concepts Capital Corp | 559 | $31.0K | 0.00% | +559 | New |
| Achmea Investment Management B.V. | 571 | $32.0K | 0.00% | +571 | New |
| Glassman Wealth Services | 588 | $33.0K | 0.01% | −12−2.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 600 | $33.0K | 0.02% | +600 | New |
| Global Retirement Partners, LLC | 720 | $35.0K | 0.00% | +720 | New |
| Prospera Financial Services Inc | 660 | $37.0K | 0.00% | +660 | New |
| Laurel Wealth Advisors LLC | 695 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 724 | $40.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $41.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 775 | $43.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $44.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $45.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 842 | $47.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $50.0K | 0.00% | +890 | New |
| Whittier Trust Co | 925 | $52.0K | 0.00% | −728−44.0% | Reduced |
| Tobam | 997 | $56.0K | 0.00% | +997 | New |
| Vigilant Capital Management, LLC | 1,025 | $57.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,017 | $57.0K | 0.02% | +24+2.4% | Added |
| Zions Bancorporation, N.A. | 1,037 | $58.0K | 0.01% | −931−47.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,049 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,160 | $60.0K | 0.04% | +305+35.7% | Added |
| Spire Wealth Management | 1,136 | $63.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,205 | $67.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,196 | $67.0K | 0.00% | +600+100.7% | Added |
| Acadian Asset Management LLC | 1,200 | $67.0K | 0.00% | +1,200 | New |
| Massmutual Trust Co FSB | 1,235 | $69.0K | 0.00% | −8−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $73.0K | 0.00% | −700−35.0% | Reduced |
| Lowe Wealth Advisors, LLC | 1,304 | $73.0K | 0.03% | +2+0.2% | Added |
| Johnson Midwest Financial, LLC | 1,486 | $83.0K | 0.12% | +4+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,512 | $84.0K | 0.00% | +11+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,523 | $85.0K | 0.00% | +131+9.4% | Added |
| Perkins Coie Trust Co | 1,871 | $104.0K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,886 | $105.0K | 0.00% | +1,886 | New |
| Capital Advisors, Ltd. LLC | 1,903 | $106.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,947 | $109.0K | 0.02% | +480+32.7% | Added |
| Concord Wealth Partners | 2,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,651 | $115.0K | 0.00% | +1,651 | New |
| Sandy Cove Advisors, LLC | 2,080 | $116.0K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 2,087 | $117.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $125.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $133.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $134.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,445 | $136.0K | 0.00% | −35−1.4% | Reduced |
| IFP Advisors, Inc | 3,364 | $139.0K | 0.00% | +3,356+41,950.0% | Added |
| Quadrant Capital Group LLC | 2,651 | $148.0K | 0.02% | −84−3.1% | Reduced |
| Independence Bank of Kentucky | 2,844 | $159.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,042 | $170.0K | 0.01% | +9+0.3% | Added |
| Mirova | 3,367 | $188.0K | 0.03% | −197−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,394 | $190.0K | 0.01% | −6,279−64.9% | Reduced |
| Parallel Advisors, LLC | 3,595 | $203.0K | 0.01% | −304−7.8% | Reduced |
| BancorpSouth Bank | 3,712 | $207.0K | 0.03% | 00.0% | Unchanged |