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 |
|---|---|---|---|---|---|
| Old National Bancorp | 7,280 | $407.0K | 0.02% | +34+0.5% | Added |
| Tacita Capital Inc | 7,095 | $397.0K | 0.23% | −3,000−29.7% | Reduced |
| Davidson Trust Co | 7,003 | $391.0K | 0.29% | −1,300−15.7% | Reduced |
| Welch & Forbes LLC | 6,977 | $390.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $373.9K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $372.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,566 | $367.0K | 0.01% | −37−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 6,523 | $364.0K | 0.06% | −1,350−17.1% | Reduced |
| Heathbridge Capital Management Ltd. | 6,400 | $357.0K | 0.11% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,364 | $355.0K | 0.02% | −166−2.5% | Reduced |
| Stonebridge Capital Management Inc | 6,275 | $350.0K | 0.13% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,195 | $346.0K | 0.03% | −581−8.6% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $344.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,049 | $338.0K | 0.01% | +593+10.9% | Added |
| Gulf International Bank (UK) Ltd | 6,048 | $337.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,939 | $332.0K | 0.00% | +930+18.6% | Added |
| MQS Management LLC | 5,780 | $323.0K | 0.26% | +5,780 | New |
| Advisory Resource Group | 5,772 | $322.0K | 0.10% | +123+2.2% | Added |
| Unio Capital LLC | 5,738 | $320.0K | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 5,639 | $315.0K | 0.00% | −503−8.2% | Reduced |
| CWM, LLC | 5,595 | $312.0K | 0.00% | +299+5.6% | Added |
| Baird Financial Group, Inc. | 5,459 | $305.0K | 0.00% | +10.0% | Added |
| Northwest Bancshares, Inc. | 5,433 | $303.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $303.0K | 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 |
| Capital International Investors | 5,374 | $300.0K | 0.00% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,318 | $297.0K | 0.04% | −646−10.8% | Reduced |
| Running Point Capital Advisors, LLC | 5,257 | $293.0K | 0.17% | +62+1.2% | Added |
| Cresset Asset Management, LLC | 4,827 | $270.0K | 0.00% | +292+6.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,646 | $262.0K | 0.00% | −23,980−83.8% | Reduced |
| 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 |
| MONECO Advisors, LLC | 4,576 | $255.0K | 0.09% | +20.0% | Added |
| Clarius Group, LLC | 4,574 | $255.0K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,411 | $246.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Brewin Dolphin Ltd | 4,265 | $238.0K | 0.01% | −1,244−22.6% | Reduced |
| First Bank & Trust | 4,242 | $237.0K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 4,226 | $236.0K | 0.03% | +4,226 | New |
| Argent Trust Co | 4,177 | $233.0K | 0.01% | −185−4.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,151 | $232.0K | 0.01% | −418−9.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,140 | $231.0K | 0.01% | +4,140 | New |
| Geneos Wealth Management Inc. | 3,964 | $221.0K | 0.01% | +130+3.4% | Added |
| Lindbrook Capital, LLC | 3,886 | $217.0K | 0.03% | −146−3.6% | Reduced |
| Balentine LLC | 3,874 | $216.0K | 0.01% | +3,874 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $215.0K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,794 | $212.0K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 3,712 | $207.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 3,700 | $207.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,710 | $207.0K | 0.02% | +3,710 | New |
| Parallel Advisors, LLC | 3,595 | $203.0K | 0.01% | −304−7.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,394 | $190.0K | 0.01% | −6,279−64.9% | Reduced |
| Mirova | 3,367 | $188.0K | 0.03% | −197−5.5% | Reduced |
| First Horizon Advisors, Inc. | 3,042 | $170.0K | 0.01% | +9+0.3% | Added |
| Independence Bank of Kentucky | 2,844 | $159.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,651 | $148.0K | 0.02% | −84−3.1% | Reduced |
| IFP Advisors, Inc | 3,364 | $139.0K | 0.00% | +3,356+41,950.0% | Added |
| Bessemer Group Inc | 2,445 | $136.0K | 0.00% | −35−1.4% | Reduced |
| Macquarie Group Ltd | 2,396 | $134.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $133.0K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $125.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,087 | $117.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,080 | $116.0K | 0.10% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,651 | $115.0K | 0.00% | +1,651 | New |
| Concord Wealth Partners | 2,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,947 | $109.0K | 0.02% | +480+32.7% | Added |
| Capital Advisors, Ltd. LLC | 1,903 | $106.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,886 | $105.0K | 0.00% | +1,886 | New |
| Perkins Coie Trust Co | 1,871 | $104.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,523 | $85.0K | 0.00% | +131+9.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,512 | $84.0K | 0.00% | +11+0.7% | Added |
| Johnson Midwest Financial, LLC | 1,486 | $83.0K | 0.12% | +4+0.3% | Added |
| 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 |
| Massmutual Trust Co FSB | 1,235 | $69.0K | 0.00% | −8−0.6% | Reduced |
| 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 |
| Spire Wealth Management | 1,136 | $63.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,160 | $60.0K | 0.04% | +305+35.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,049 | $59.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,037 | $58.0K | 0.01% | −931−47.3% | Reduced |
| 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 |
| Tobam | 997 | $56.0K | 0.00% | +997 | New |
| Whittier Trust Co | 925 | $52.0K | 0.00% | −728−44.0% | Reduced |
| MCF Advisors LLC | 890 | $50.0K | 0.00% | +890 | New |
| Freedman Financial Associates, Inc. | 842 | $47.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $45.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $44.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 775 | $43.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 724 | $40.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 695 | $39.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 660 | $37.0K | 0.00% | +660 | New |
| Global Retirement Partners, LLC | 720 | $35.0K | 0.00% | +720 | 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 |