Skip to main content

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ1 2022: 351 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2022: $15.7B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Achmea Investment Management B.V.571$32.0K0.00%+571New
Fieldpoint Private Securities, LLC549$31.0K0.01%−423−43.5%Reduced
Money Concepts Capital Corp559$31.0K0.00%+559New
Sutton Wealth Advisors Inc.552$30.8K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC530$30.0K0.02%+530New
Gemmer Asset Management LLC519$28.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC509$28.0K0.00%00.0%Unchanged
North Star Investment Management Corp.500$28.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC500$28.0K0.03%00.0%Unchanged
AdvisorNet Financial, Inc499$28.0K0.00%+299+149.5%Added
Atticus Wealth Management, LLC491$27.0K0.01%00.0%Unchanged
TCWP LLC496$27.0K0.00%+496New
Covington Capital Management461$26.0K0.00%00.0%Unchanged
Meeder Asset Management Inc438$24.0K0.00%−55−11.2%Reduced
Antonetti Capital Management LLC404$23.0K0.02%00.0%Unchanged
Jones Financial Companies LLLP395$22.0K0.00%00.0%Unchanged
TFC Financial Management392$22.0K0.01%00.0%Unchanged
FAI Wealth Management367$20.0K0.02%−366−49.9%Reduced
Westside Investment Management, Inc.355$19.0K0.00%00.0%Unchanged
Lazard Asset Management LLC329$18.0K0.00%+329New
Philo Smith Capital Corp300$16.7K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC285$16.0K0.00%+4+1.4%Added
Your Advocates Ltd., LLP275$15.0K0.01%00.0%Unchanged
Capital Analysts, LLC262$15.0K0.00%+262New
Addison Advisors LLC243$14.0K0.01%00.0%Unchanged
Laurel Wealth Planning LLC242$14.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc225$13.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC234$13.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC204$11.0K0.00%+204New
Dravo Bay LLC187$10.4K0.01%+187New
Blue Bell Private Wealth Management, LLC187$10.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.186$10.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC177$9.88K0.00%00.0%Unchanged
Baystate Wealth Management LLC169$9.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC170$9.00K0.00%+1+0.6%Added
Ancora Advisors, LLC148$8.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.136$8.00K0.00%00.0%Unchanged
Versant Capital Management, Inc146$8.00K0.00%+146New
JFS Wealth Advisors, LLC117$7.00K0.00%+81+225.0%Added
GHP Investment Advisors, Inc.119$7.00K0.00%+119New
Evoke Wealth, LLC100$6.00K0.00%00.0%Unchanged
Key Financial Inc99$6.00K0.00%00.0%Unchanged
Simplex Trading, LLC111$6.00K0.00%+111New
Glen Eagle Advisors, LLC84$4.69K0.00%00.0%Unchanged
Earnest Partners LLC70$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC65$4.00K0.00%00.0%Unchanged
DeDora Capital, Inc.75$4.00K0.00%+75New
PFG Private Wealth Management, LLC52$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC48$3.00K0.00%+48New
Raffa Wealth Management, LLC25$1.40K0.00%00.0%Unchanged
Mascoma Wealth Management LLC20$1.00K0.00%+20New
AustralianSuper Pty Ltd0$00.00%−349,368−100.0%Sold out
MUFG Securities (Canada), Ltd.0$00.00%−312,974−100.0%Sold out
Quadrature Capital Ltd0$00.00%−253,300−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−190,193−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−169,090−100.0%Sold out
Schroder Investment Management Group0$00.00%−86,516−100.0%Sold out
Magnetar Financial LLC0$00.00%−30,474−100.0%Sold out
Marshall Wace, LLP0$00.00%−10,600−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−8,791−100.0%Sold out
Financial Management Network Inc0$00.00%−17,890−100.0%Sold out
Cetera Advisors LLC0$00.00%−7,318−100.0%Sold out
Trexquant Investment LP0$00.00%−7,316−100.0%Sold out
qPULA Trading Management LP0$00.00%−6,849−100.0%Sold out
FORA Capital, LLC0$00.00%−6,510−100.0%Sold out
MBB Public Markets I LLC0$00.00%−6,452−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−4,490−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,526−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−3,952−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−3,149−100.0%Sold out
Rather & Kittrell, Inc.0$00.00%−1,906−100.0%Sold out
Twin Tree Management, LP0$00.00%−1,848−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,129−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−500−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−475−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−452−100.0%Sold out
Brewin Dolphin Wealth Management Ltd0$00.00%−402−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−256−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−253−100.0%Sold out
Optiver Holding B.V.0$00.00%−121−100.0%Sold out
Assetmark, Inc0$00.00%−6−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−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