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 |
|---|---|---|---|---|---|
| Motco | 125,776 | $7.02M | 0.46% | −4,247−3.3% | Reduced |
| Barclays PLC | 125,228 | $6.99M | 0.01% | −22,584−15.3% | Reduced |
| Credential Qtrade Securities Inc. | 111,599 | $6.23M | 0.39% | +15,652+16.3% | Added |
| Janus Henderson Group PLC | 107,225 | $6.00M | 0.00% | −560−0.5% | Reduced |
| SIG North Trading, ULC | 73,867 | $4.12M | 3.16% | −35,378−32.4% | Reduced |
| NN Investment Partners Holdings N.V. | 67,973 | $3.79M | 0.02% | −11,232−14.2% | Reduced |
| Citadel Advisors LLC | 67,149 | $3.75M | 0.00% | +52,058+345.0% | Added |
| ClariVest Asset Management LLC | 62,340 | $3.48M | 0.14% | −6,590−9.6% | Reduced |
| Westpac Banking Corp | 48,439 | $3.38M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 49,474 | $2.77M | 0.01% | +4,951+11.1% | Added |
| Kraematon Investment Advisors, Inc | 48,746 | $2.72M | 2.59% | −684−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 48,731 | $2.72M | 0.01% | +2,502+5.4% | Added |
| Principal Financial Group Inc | 48,129 | $2.69M | 0.00% | +48,129 | New |
| Alliancebernstein L.P. | 47,588 | $2.66M | 0.00% | −255−0.5% | Reduced |
| AlphaCrest Capital Management LLC | 45,183 | $2.52M | 0.14% | −50,730−52.9% | Reduced |
| Unison Advisors LLC | 41,410 | $2.31M | 0.56% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 40,907 | $2.30M | 0.02% | +33,400+444.9% | Added |
| Assenagon Asset Management S.A. | 37,514 | $2.10M | 0.01% | +534+1.4% | Added |
| Cubist Systematic Strategies, LLC | 37,519 | $2.10M | 0.02% | −19,153−33.8% | Reduced |
| Tower Research Capital LLC (TRC) | 35,928 | $2.01M | 0.02% | +31,184+657.3% | Added |
| Eaton Vance Management | 34,238 | $1.91M | 0.00% | +27,592+415.2% | Added |
| American Century Companies Inc | 34,234 | $1.91M | 0.00% | +1,144+3.5% | Added |
| Erste Asset Management GmbH | 31,800 | $1.79M | 0.03% | 00.0% | Unchanged |
| 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 |
| Lorne Steinberg Wealth Management Inc. | 30,125 | $1.68M | 0.78% | −63,744−67.9% | Reduced |
| Cumberland Partners Ltd | 30,096 | $1.68M | 0.13% | +13,274+78.9% | Added |
| Addenda Capital Inc. | 23,720 | $1.66M | 0.07% | −1,650−6.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,500 | $1.65M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 27,300 | $1.51M | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 26,721 | $1.49M | 0.46% | +205+0.8% | Added |
| Envestnet Asset Management Inc | 25,393 | $1.42M | 0.00% | +4,702+22.7% | Added |
| M&T Bank Corp | 25,018 | $1.40M | 0.01% | −75−0.3% | Reduced |
| US Bancorp | 24,967 | $1.39M | 0.00% | −116−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,648 | $1.38M | 0.00% | +269+1.1% | Added |
| Ameriprise Financial Inc | 25,926 | $1.33M | 0.00% | +9,110+54.2% | Added |
| Qube Research & Technologies Ltd | 23,309 | $1.30M | 0.01% | −95,311−80.3% | Reduced |
| APG Asset Management N.V. | 25,478 | $1.28M | 0.00% | −58,700−69.7% | Reduced |
| Wetherby Asset Management Inc | 22,881 | $1.28M | 0.07% | −252−1.1% | Reduced |
| Wambolt & Associates, LLC | 22,702 | $1.27M | 0.46% | +1,878+9.0% | Added |
| Capital World Investors | 22,495 | $1.26M | 0.00% | +889+4.1% | Added |
| Cetera Investment Advisers | 22,102 | $1.23M | 0.02% | −345−1.5% | Reduced |
| Mason & Associates Inc | 22,000 | $1.23M | 0.38% | 00.0% | Unchanged |
| Burney Co | 21,535 | $1.20M | 0.06% | +202+0.9% | Added |
| Metis Global Partners, LLC | 21,418 | $1.20M | 0.14% | +21,418 | New |
| Stifel Financial Corp | 21,400 | $1.20M | 0.00% | +15,815+283.2% | Added |
| Rempart Asset Management Inc. | 20,337 | $1.14M | 0.23% | +175+0.9% | Added |
| Baader Bank INC | 20,000 | $1.12M | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 19,746 | $1.10M | 0.25% | +9,733+97.2% | Added |
| Advisor Group Holdings, Inc. | 18,730 | $1.05M | 0.00% | +812+4.5% | Added |
| Balyasny Asset Management LLC | 18,141 | $1.01M | 0.00% | +18,141 | New |
| HBK Sorce Advisory LLC | 18,000 | $1.00M | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 18,019 | $984.0K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $948.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,873 | $942.0K | 0.00% | −491−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,400 | $916.0K | 0.01% | +4,400+36.7% | Added |
| SEI Investments Co | 16,322 | $911.0K | 0.00% | −2,852−14.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,956 | $891.0K | 0.00% | +2,459+18.2% | Added |
| Candriam Luxembourg S.C.A. | 15,455 | $864.0K | 0.01% | −2,889−15.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,425 | $861.0K | 0.03% | +15,425 | New |
| AE Wealth Management LLC | 14,967 | $836.0K | 0.01% | +938+6.7% | Added |
| Van Eck Associates Corp | 14,893 | $831.0K | 0.00% | +908+6.5% | Added |
| Washington Trust Co | 14,706 | $821.0K | 0.03% | −947−6.0% | Reduced |
| LPL Financial LLC | 14,471 | $808.0K | 0.00% | −6,992−32.6% | Reduced |
| HighTower Advisors, LLC | 14,423 | $806.0K | 0.00% | −25,822−64.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,426 | $805.0K | 0.00% | −1,198−7.7% | Reduced |
| Quantbot Technologies LP | 14,242 | $795.0K | 0.07% | −18−0.1% | Reduced |
| Signaturefd, LLC | 14,106 | $788.0K | 0.02% | +368+2.7% | Added |
| Natixis Advisors, L.P. | 14,075 | $786.0K | 0.00% | +1,207+9.4% | Added |
| Quilter Plc | 12,878 | $719.0K | 0.02% | −50−0.4% | Reduced |
| 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 |
| Fifth Third Bancorp | 11,938 | $666.0K | 0.00% | +2,539+27.0% | Added |
| Vident Investment Advisory, LLC | 11,694 | $653.0K | 0.02% | +2,066+21.5% | Added |
| Claret Asset Management Corp | 11,031 | $616.0K | 0.12% | +40.0% | Added |
| Avantax Advisory Services, Inc. | 10,966 | $614.0K | 0.01% | −2,241−17.0% | Reduced |
| Cetera Advisor Networks LLC | 10,835 | $605.0K | 0.01% | +250+2.4% | Added |
| Cigna Investments Inc | 10,778 | $602.0K | 0.07% | +2,078+23.9% | Added |
| The PNC Financial Services Group, Inc. | 10,653 | $596.0K | 0.00% | +6+0.1% | Added |
| Engrave Wealth Partners LLC | 10,519 | $587.0K | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,468 | $585.0K | 0.00% | +83+0.8% | Added |
| Ritholtz Wealth Management | 10,303 | $575.0K | 0.04% | −1,310−11.3% | Reduced |
| Kestra Advisory Services, LLC | 10,271 | $573.0K | 0.01% | −271−2.6% | Reduced |
| King Luther Capital Management Corp | 10,122 | $565.0K | 0.00% | +554+5.8% | Added |
| Woodstock Corp | 10,002 | $558.0K | 0.07% | −302−2.9% | Reduced |
| Aigen Investment Management, LP | 9,695 | $541.0K | 0.09% | +4,220+77.1% | Added |
| Captrust Financial Advisors | 9,449 | $528.0K | 0.00% | +912+10.7% | Added |
| Banque Pictet & Cie SA | 9,253 | $517.0K | 0.00% | −1,866−16.8% | Reduced |
| Glenmede Trust Co NA | 9,276 | $516.0K | 0.00% | −413−4.3% | Reduced |
| Fayez Sarofim & Co | 9,132 | $509.0K | 0.00% | −11,129−54.9% | Reduced |
| Yousif Capital Management, LLC | 9,067 | $506.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,673 | $485.0K | 0.00% | −7,414−46.1% | Reduced |
| JustInvest LLC | 8,603 | $480.0K | 0.02% | −369−4.1% | Reduced |
| Ontario Teachers Pension Plan Board | 8,299 | $463.0K | 0.01% | −12,235−59.6% | Reduced |
| Creative Planning | 8,011 | $447.0K | 0.00% | +463+6.1% | Added |
| 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 |
| First National Trust Co | 7,741 | $432.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,720 | $431.0K | 0.00% | −739−8.7% | Reduced |
| Susquehanna International Group, LLP | 7,660 | $428.0K | 0.00% | +7,660 | New |