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 |
|---|---|---|---|---|---|
| City Holding Co | 3,700 | $207.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,710 | $207.0K | 0.02% | +3,710 | New |
| West Family Investments, Inc. | 3,794 | $212.0K | 0.06% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $215.0K | 0.07% | 00.0% | Unchanged |
| Balentine LLC | 3,874 | $216.0K | 0.01% | +3,874 | New |
| Lindbrook Capital, LLC | 3,886 | $217.0K | 0.03% | −146−3.6% | Reduced |
| Geneos Wealth Management Inc. | 3,964 | $221.0K | 0.01% | +130+3.4% | Added |
| Sequoia Financial Advisors, LLC | 4,140 | $231.0K | 0.01% | +4,140 | New |
| Hennion & Walsh Asset Management, Inc. | 4,151 | $232.0K | 0.01% | −418−9.1% | Reduced |
| Argent Trust Co | 4,177 | $233.0K | 0.01% | −185−4.2% | Reduced |
| Veriti Management LLC | 4,226 | $236.0K | 0.03% | +4,226 | New |
| First Bank & Trust | 4,242 | $237.0K | 0.07% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,265 | $238.0K | 0.01% | −1,244−22.6% | Reduced |
| Pathway Financial Advisors LLC | 4,339 | $242.0K | 0.09% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,334 | $242.0K | 0.00% | +344+8.6% | Added |
| Flaharty Asset Management, LLC | 4,411 | $246.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,576 | $255.0K | 0.09% | +20.0% | Added |
| Clarius Group, LLC | 4,574 | $255.0K | 0.02% | 00.0% | Unchanged |
| Capital City Trust Co | 4,596 | $257.0K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $257.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,646 | $262.0K | 0.00% | −23,980−83.8% | Reduced |
| Cresset Asset Management, LLC | 4,827 | $270.0K | 0.00% | +292+6.4% | Added |
| Running Point Capital Advisors, LLC | 5,257 | $293.0K | 0.17% | +62+1.2% | Added |
| Cozad Asset Management Inc | 5,318 | $297.0K | 0.04% | −646−10.8% | Reduced |
| Capital International Investors | 5,374 | $300.0K | 0.00% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,407 | $301.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,394 | $301.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,433 | $303.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $303.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,459 | $305.0K | 0.00% | +10.0% | Added |
| CWM, LLC | 5,595 | $312.0K | 0.00% | +299+5.6% | Added |
| Huntington National Bank | 5,639 | $315.0K | 0.00% | −503−8.2% | Reduced |
| Unio Capital LLC | 5,738 | $320.0K | 0.14% | 00.0% | Unchanged |
| Advisory Resource Group | 5,772 | $322.0K | 0.10% | +123+2.2% | Added |
| MQS Management LLC | 5,780 | $323.0K | 0.26% | +5,780 | New |
| Mercer Global Advisors Inc | 5,939 | $332.0K | 0.00% | +930+18.6% | Added |
| Gulf International Bank (UK) Ltd | 6,048 | $337.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,049 | $338.0K | 0.01% | +593+10.9% | Added |
| Pinnacle Associates Ltd | 6,153 | $344.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,195 | $346.0K | 0.03% | −581−8.6% | Reduced |
| Stonebridge Capital Management Inc | 6,275 | $350.0K | 0.13% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,364 | $355.0K | 0.02% | −166−2.5% | Reduced |
| Heathbridge Capital Management Ltd. | 6,400 | $357.0K | 0.11% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 6,523 | $364.0K | 0.06% | −1,350−17.1% | Reduced |
| Financial Counselors Inc | 6,566 | $367.0K | 0.01% | −37−0.6% | Reduced |
| Parsons Capital Management Inc | 6,667 | $372.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $373.9K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $390.0K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,003 | $391.0K | 0.29% | −1,300−15.7% | Reduced |
| Tacita Capital Inc | 7,095 | $397.0K | 0.23% | −3,000−29.7% | Reduced |
| Old National Bancorp | 7,280 | $407.0K | 0.02% | +34+0.5% | Added |
| Susquehanna International Group, LLP | 7,660 | $428.0K | 0.00% | +7,660 | New |
| First Republic Investment Management, Inc. | 7,720 | $431.0K | 0.00% | −739−8.7% | Reduced |
| First National Trust Co | 7,741 | $432.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,939 | $443.0K | 0.01% | +2,047+34.7% | Added |
| Seven Eight Capital, LP | 7,939 | $443.0K | 0.06% | +3,585+82.3% | Added |
| Creative Planning | 8,011 | $447.0K | 0.00% | +463+6.1% | Added |
| Ontario Teachers Pension Plan Board | 8,299 | $463.0K | 0.01% | −12,235−59.6% | Reduced |
| JustInvest LLC | 8,603 | $480.0K | 0.02% | −369−4.1% | Reduced |
| Voya Investment Management LLC | 8,673 | $485.0K | 0.00% | −7,414−46.1% | Reduced |
| Yousif Capital Management, LLC | 9,067 | $506.0K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 9,132 | $509.0K | 0.00% | −11,129−54.9% | Reduced |
| Glenmede Trust Co NA | 9,276 | $516.0K | 0.00% | −413−4.3% | Reduced |
| Banque Pictet & Cie SA | 9,253 | $517.0K | 0.00% | −1,866−16.8% | Reduced |
| Captrust Financial Advisors | 9,449 | $528.0K | 0.00% | +912+10.7% | Added |
| Aigen Investment Management, LP | 9,695 | $541.0K | 0.09% | +4,220+77.1% | Added |
| Woodstock Corp | 10,002 | $558.0K | 0.07% | −302−2.9% | Reduced |
| King Luther Capital Management Corp | 10,122 | $565.0K | 0.00% | +554+5.8% | Added |
| Kestra Advisory Services, LLC | 10,271 | $573.0K | 0.01% | −271−2.6% | Reduced |
| Ritholtz Wealth Management | 10,303 | $575.0K | 0.04% | −1,310−11.3% | Reduced |
| Private Advisor Group, LLC | 10,468 | $585.0K | 0.00% | +83+0.8% | Added |
| Engrave Wealth Partners LLC | 10,519 | $587.0K | 0.22% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,653 | $596.0K | 0.00% | +6+0.1% | Added |
| Cigna Investments Inc | 10,778 | $602.0K | 0.07% | +2,078+23.9% | Added |
| Cetera Advisor Networks LLC | 10,835 | $605.0K | 0.01% | +250+2.4% | Added |
| Avantax Advisory Services, Inc. | 10,966 | $614.0K | 0.01% | −2,241−17.0% | Reduced |
| Claret Asset Management Corp | 11,031 | $616.0K | 0.12% | +40.0% | Added |
| Vident Investment Advisory, LLC | 11,694 | $653.0K | 0.02% | +2,066+21.5% | Added |
| Fifth Third Bancorp | 11,938 | $666.0K | 0.00% | +2,539+27.0% | Added |
| Brinker Capital Investments, LLC | 12,634 | $705.0K | 0.01% | −194−1.5% | Reduced |
| Blair William & Co | 12,623 | $705.0K | 0.00% | +331+2.7% | Added |
| Quilter Plc | 12,878 | $719.0K | 0.02% | −50−0.4% | Reduced |
| Natixis Advisors, L.P. | 14,075 | $786.0K | 0.00% | +1,207+9.4% | Added |
| Signaturefd, LLC | 14,106 | $788.0K | 0.02% | +368+2.7% | Added |
| Quantbot Technologies LP | 14,242 | $795.0K | 0.07% | −18−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,426 | $805.0K | 0.00% | −1,198−7.7% | Reduced |
| HighTower Advisors, LLC | 14,423 | $806.0K | 0.00% | −25,822−64.2% | Reduced |
| LPL Financial LLC | 14,471 | $808.0K | 0.00% | −6,992−32.6% | Reduced |
| Washington Trust Co | 14,706 | $821.0K | 0.03% | −947−6.0% | Reduced |
| Van Eck Associates Corp | 14,893 | $831.0K | 0.00% | +908+6.5% | Added |
| AE Wealth Management LLC | 14,967 | $836.0K | 0.01% | +938+6.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 15,425 | $861.0K | 0.03% | +15,425 | New |
| Candriam Luxembourg S.C.A. | 15,455 | $864.0K | 0.01% | −2,889−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,956 | $891.0K | 0.00% | +2,459+18.2% | Added |
| SEI Investments Co | 16,322 | $911.0K | 0.00% | −2,852−14.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,400 | $916.0K | 0.01% | +4,400+36.7% | Added |
| Janney Montgomery Scott LLC | 16,873 | $942.0K | 0.00% | −491−2.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $948.0K | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 18,019 | $984.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 18,000 | $1.00M | 0.05% | 00.0% | Unchanged |