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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 18,141 | $1.01M | 0.00% | +18,141 | New |
| Advisor Group Holdings, Inc. | 18,730 | $1.05M | 0.00% | +812+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,746 | $1.10M | 0.25% | +9,733+97.2% | Added |
| Baader Bank INC | 20,000 | $1.12M | 0.09% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 20,337 | $1.14M | 0.23% | +175+0.9% | Added |
| Stifel Financial Corp | 21,400 | $1.20M | 0.00% | +15,815+283.2% | Added |
| Metis Global Partners, LLC | 21,418 | $1.20M | 0.14% | +21,418 | New |
| Burney Co | 21,535 | $1.20M | 0.06% | +202+0.9% | Added |
| Mason & Associates Inc | 22,000 | $1.23M | 0.38% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,102 | $1.23M | 0.02% | −345−1.5% | Reduced |
| Capital World Investors | 22,495 | $1.26M | 0.00% | +889+4.1% | Added |
| Wambolt & Associates, LLC | 22,702 | $1.27M | 0.46% | +1,878+9.0% | Added |
| Wetherby Asset Management Inc | 22,881 | $1.28M | 0.07% | −252−1.1% | Reduced |
| APG Asset Management N.V. | 25,478 | $1.28M | 0.00% | −58,700−69.7% | Reduced |
| Qube Research & Technologies Ltd | 23,309 | $1.30M | 0.01% | −95,311−80.3% | Reduced |
| Ameriprise Financial Inc | 25,926 | $1.33M | 0.00% | +9,110+54.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,648 | $1.38M | 0.00% | +269+1.1% | Added |
| US Bancorp | 24,967 | $1.39M | 0.00% | −116−0.5% | Reduced |
| M&T Bank Corp | 25,018 | $1.40M | 0.01% | −75−0.3% | Reduced |
| Envestnet Asset Management Inc | 25,393 | $1.42M | 0.00% | +4,702+22.7% | Added |
| JCIC Asset Management Inc. | 26,721 | $1.49M | 0.46% | +205+0.8% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.51M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.65M | 0.03% | 00.0% | Unchanged |
| Addenda Capital Inc. | 23,720 | $1.66M | 0.07% | −1,650−6.5% | Reduced |
| Cumberland Partners Ltd | 30,096 | $1.68M | 0.13% | +13,274+78.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 30,125 | $1.68M | 0.78% | −63,744−67.9% | Reduced |
| Dorchester Wealth Management Co | 31,306 | $1.75M | 0.28% | 00.0% | Unchanged |
| Raymond James & Associates | 31,331 | $1.75M | 0.00% | +614+2.0% | Added |
| Erste Asset Management GmbH | 31,800 | $1.79M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 34,234 | $1.91M | 0.00% | +1,144+3.5% | Added |
| Eaton Vance Management | 34,238 | $1.91M | 0.00% | +27,592+415.2% | Added |
| Tower Research Capital LLC (TRC) | 35,928 | $2.01M | 0.02% | +31,184+657.3% | Added |
| Cubist Systematic Strategies, LLC | 37,519 | $2.10M | 0.02% | −19,153−33.8% | Reduced |
| Assenagon Asset Management S.A. | 37,514 | $2.10M | 0.01% | +534+1.4% | Added |
| Vontobel Holding Ltd. | 40,907 | $2.30M | 0.02% | +33,400+444.9% | Added |
| Unison Advisors LLC | 41,410 | $2.31M | 0.56% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 45,183 | $2.52M | 0.14% | −50,730−52.9% | Reduced |
| Alliancebernstein L.P. | 47,588 | $2.66M | 0.00% | −255−0.5% | Reduced |
| Principal Financial Group Inc | 48,129 | $2.69M | 0.00% | +48,129 | New |
| Commonwealth Equity Services, LLC | 48,731 | $2.72M | 0.01% | +2,502+5.4% | Added |
| Kraematon Investment Advisors, Inc | 48,746 | $2.72M | 2.59% | −684−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 49,474 | $2.77M | 0.01% | +4,951+11.1% | Added |
| Westpac Banking Corp | 48,439 | $3.38M | 0.04% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 62,340 | $3.48M | 0.14% | −6,590−9.6% | Reduced |
| Citadel Advisors LLC | 67,149 | $3.75M | 0.00% | +52,058+345.0% | Added |
| NN Investment Partners Holdings N.V. | 67,973 | $3.79M | 0.02% | −11,232−14.2% | Reduced |
| SIG North Trading, ULC | 73,867 | $4.12M | 3.16% | −35,378−32.4% | Reduced |
| Janus Henderson Group PLC | 107,225 | $6.00M | 0.00% | −560−0.5% | Reduced |
| Credential Qtrade Securities Inc. | 111,599 | $6.23M | 0.39% | +15,652+16.3% | Added |
| Barclays PLC | 125,228 | $6.99M | 0.01% | −22,584−15.3% | Reduced |
| Motco | 125,776 | $7.02M | 0.46% | −4,247−3.3% | Reduced |
| Aviva PLC | 135,443 | $7.57M | 0.04% | −41,165−23.3% | Reduced |
| USS Investment Management Ltd | 136,582 | $7.63M | 0.06% | +7,356+5.7% | Added |
| Citigroup Inc | 137,073 | $7.66M | 0.01% | +13,426+10.9% | Added |
| Hillsdale Investment Management Inc. | 138,980 | $7.75M | 0.50% | −66,280−32.3% | Reduced |
| Shell Asset Management Co | 147,133 | $8.22M | 0.19% | −3,820−2.5% | Reduced |
| Power Corp of Canada | 96,633 | $8.43M | 0.70% | +96,633 | New |
| Skandinaviska Enskilda Banken AB (publ) | 168,696 | $9.42M | 0.06% | −14,901−8.1% | Reduced |
| Bank of Nova Scotia Trust Co | 176,624 | $9.86M | 0.86% | +12,968+7.9% | Added |
| Wells Fargo & Company | 196,315 | $11.0M | 0.00% | +19,154+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 203,945 | $11.4M | 0.19% | −12,048−5.6% | Reduced |
| Guardian Capital Advisors LP | 203,385 | $11.4M | 1.11% | −3,930−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 207,567 | $11.6M | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 207,991 | $11.6M | 0.03% | +60,512+41.0% | Added |
| Allianz Asset Management GmbH | 218,445 | $12.2M | 0.01% | +17,697+8.8% | Added |
| Millennium Management LLC | 232,813 | $13.0M | 0.02% | +232,813 | New |
| Avalon Investment & Advisory | 238,111 | $13.3M | 0.32% | +3,187+1.4% | Added |
| Crossmark Global Holdings, Inc. | 239,457 | $13.4M | 0.30% | +176,689+281.5% | Added |
| Voloridge Investment Management, LLC | 242,606 | $13.5M | 0.08% | +48,801+25.2% | Added |
| Forsta Ap-Fonden | 247,900 | $13.9M | 0.16% | +13,900+5.9% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $14.0M | 0.68% | 00.0% | Unchanged |
| Natixis | 256,849 | $14.4M | 0.05% | −29,043−10.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 257,720 | $14.4M | 0.14% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 271,247 | $15.2M | 0.03% | +940.0% | Added |
| Northern Trust Corp | 273,899 | $15.3M | 0.00% | −9,981−3.5% | Reduced |
| Jarislowsky, Fraser Ltd | 277,723 | $15.5M | 0.08% | +280.0% | Added |
| Neuberger Berman Group LLC | 294,802 | $16.6M | 0.01% | −8,691−2.9% | Reduced |
| Jane Street Group, LLC | 301,799 | $16.8M | 0.03% | +83,922+38.5% | Added |
| LGT Group Foundation | 321,551 | $18.0M | 0.42% | +34,304+11.9% | Added |
| Prudential PLC | 322,705 | $18.0M | 0.26% | +15,504+5.0% | Added |
| AMF Pensionsforsakring AB | 334,725 | $18.7M | 0.14% | 00.0% | Unchanged |
| Korea Investment CORP | 338,900 | $18.9M | 0.05% | +108,400+47.0% | Added |
| UBS Group AG | 350,931 | $19.6M | 0.01% | −54,681−13.5% | Reduced |
| State of Wisconsin Investment Board | 359,681 | $20.1M | 0.04% | +115,846+47.5% | Added |
| Mn Services Vermogensbeheer B.V. | 416,945 | $23.3M | 0.16% | −34,100−7.6% | Reduced |
| Great West Life Assurance Co | 398,157 | $23.6M | 0.05% | −9,672−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 424,297 | $23.7M | 0.12% | +11,075+2.7% | Added |
| Parametric Portfolio Associates LLC | 449,486 | $25.1M | 0.01% | +7,131+1.6% | Added |
| Cardinal Capital Management, Inc. | 465,468 | $26.0M | 1.27% | −17,468−3.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 477,922 | $26.7M | 1.16% | −177,529−27.1% | Reduced |
| Todd Asset Management LLC | 520,133 | $29.0M | 0.64% | +19,029+3.8% | Added |
| BlackRock Inc. | 534,141 | $29.8M | 0.00% | +22,722+4.4% | Added |
| Goldman Sachs Group Inc | 572,372 | $32.0M | 0.01% | +37,641+7.0% | Added |
| Pictet Asset Management SA | 572,107 | $32.0M | 0.04% | +132,179+30.0% | Added |
| Man Group plc | 575,360 | $32.1M | 0.11% | −161,175−21.9% | Reduced |
| Cidel Asset Management Inc | 595,879 | $33.3M | 1.22% | −37,130−5.9% | Reduced |
| Northwest & Ethical Investments L.P. | 597,693 | $33.4M | 1.07% | +15,820+2.7% | Added |
| Public Sector Pension Investment Board | 616,024 | $34.4M | 0.21% | −27,930−4.3% | Reduced |
| Renaissance Technologies LLC | 621,600 | $34.7M | 0.04% | +96,500+18.4% | Added |
| Morgan Stanley | 662,266 | $37.0M | 0.00% | −355,631−34.9% | Reduced |