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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 676,169 | $37.8M | 0.10% | +136,254+25.2% | Added |
| Bank of New York Mellon Corp | 677,372 | $37.8M | 0.01% | −2,133−0.3% | Reduced |
| Intact Investment Management Inc. | 556,280 | $38.8M | 0.99% | +400,580+257.3% | Added |
| Deutsche Bank AG | 709,527 | $39.6M | 0.02% | −37,718−5.0% | Reduced |
| HSBC Holdings PLC | 738,065 | $41.4M | 0.06% | +154,304+26.4% | Added |
| Triasima Portfolio Management inc. | 789,005 | $44.1M | 2.12% | +103,975+15.2% | Added |
| Russell Investments Group, Ltd. | 896,441 | $50.1M | 0.09% | −55,998−5.9% | Reduced |
| DekaBank Deutsche Girozentrale | 891,741 | $50.2M | 0.12% | +108,812+13.9% | Added |
| Montrusco Bolton Investments Inc. | 905,713 | $50.6M | 1.17% | +151,097+20.0% | Added |
| QV Investors Inc. | 944,449 | $52.8M | 3.75% | +105,033+12.5% | Added |
| Dimensional Fund Advisors LP | 954,930 | $53.3M | 0.02% | +149,784+18.6% | Added |
| Guardian Capital LP | 980,575 | $54.8M | 1.07% | +122,933+14.3% | Added |
| Credit Suisse AG | 1,019,074 | $56.9M | 0.05% | +110,131+12.1% | Added |
| Franklin Resources Inc | 1,055,960 | $58.9M | 0.02% | −68,879−6.1% | Reduced |
| First Trust Advisors LP | 1,153,083 | $64.4M | 0.07% | −12,932−1.1% | Reduced |
| Bank of America Corp | 1,173,408 | $65.5M | 0.01% | +96,412+9.0% | Added |
| Canada Pension Plan Investment Board | 1,283,600 | $71.7M | 0.10% | +158,600+14.1% | Added |
| Value Partners Investments Inc. | 1,285,440 | $71.8M | 6.08% | −19,198−1.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,296,325 | $72.4M | 0.17% | +140,000+12.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,460,583 | $81.7M | 0.05% | +5,587+0.4% | Added |
| Agf Investments Inc. | 1,474,105 | $82.3M | 0.62% | −172,220−10.5% | Reduced |
| Alberta Investment Management Corp | 1,616,182 | $90.3M | 0.52% | +112,570+7.5% | Added |
| Invesco Ltd. | 1,671,023 | $93.3M | 0.02% | −112,427−6.3% | Reduced |
| Geode Capital Management, LLC | 1,682,725 | $94.1M | 0.01% | +69,217+4.3% | Added |
| British Columbia Investment Management Corp | 1,738,562 | $97.0M | 0.62% | −21,117−1.2% | Reduced |
| National Bank of Canada | 1,765,544 | $98.0M | 0.38% | +241,735+15.9% | Added |
| TD Waterhouse Canada Inc. | 1,531,708 | $106.7M | 1.04% | +121,921+8.6% | Added |
| Amundi | 2,186,911 | $119.1M | 0.08% | +239,856+12.3% | Added |
| JPMorgan Chase & Co | 2,258,452 | $126.1M | 0.02% | +177,711+8.5% | Added |
| Toronto Dominion Bank | 2,484,035 | $140.6M | 0.21% | −153,178−5.8% | Reduced |
| Swiss National Bank | 2,602,400 | $145.2M | 0.08% | +298,000+12.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,576,499 | $146.8M | 1.42% | +70,348+2.8% | Added |
| Scotia Capital Inc. | 2,756,045 | $153.9M | 0.98% | +108,381+4.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,921,703 | $163.1M | 0.80% | +398,501+15.8% | Added |
| Letko, Brosseau & Associates Inc | 3,022,152 | $168.9M | 2.52% | −213,275−6.6% | Reduced |
| Legal & General Group Plc | 3,538,371 | $197.7M | 0.06% | +250,503+7.6% | Added |
| FMR LLC | 5,605,032 | $312.9M | 0.03% | −131,428−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,681,696 | $317.7M | 0.21% | +45,740+0.8% | Added |
| Norges Bank | 5,952,848 | $332.3M | 0.07% | +612,331+11.5% | Added |
| 1832 Asset Management L.P. | 6,204,791 | $342.1M | 0.56% | +216,763+3.6% | Added |
| CIBC World Markets Inc. | 6,729,760 | $375.7M | 1.27% | −1,345,163−16.7% | Reduced |
| CIBC Asset Management Inc | 7,955,763 | $444.7M | 1.57% | +301,075+3.9% | Added |
| Bank of Nova Scotia | 10,455,904 | $583.8M | 0.99% | +1,176,183+12.7% | Added |
| Beutel, Goodman & Co Ltd. | 11,011,647 | $615.1M | 3.48% | −317,661−2.8% | Reduced |
| Bank of Montreal | 12,772,073 | $718.7M | 0.41% | −1,197,329−8.6% | Reduced |
| TD Asset Management Inc | 14,171,931 | $792.0M | 0.72% | +406,658+3.0% | Added |
| FIL Ltd | 14,939,579 | $834.1M | 0.86% | −2,796,572−15.8% | Reduced |
| Mackenzie Financial Corp | 16,723,833 | $935.2M | 1.25% | +1,321,860+8.6% | Added |
| Price T Rowe Associates Inc | 17,537,842 | $979.9M | 0.10% | −1,626,130−8.5% | Reduced |
| Vanguard Group Inc | 19,782,590 | $1.10B | 0.03% | +646,833+3.4% | Added |
| Royal Bank of Canada | 49,561,654 | $2.77B | 0.73% | −1,482,083−2.9% | Reduced |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −349,368−100.0% | Sold out |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −312,974−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −253,300−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −190,193−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −169,090−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −86,516−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −30,474−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −8,791−100.0% | Sold out |
| Financial Management Network Inc | 0 | $0 | 0.00% | −17,890−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,510−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,952−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Brewin Dolphin Wealth Management Ltd | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |