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, Q2 2022
Institutional positions in Sun Life Financial Inc as of Jun 30, 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
- 352
- +6 vs. Q1 2022
- Shares held
- 284.7M
- +5.63M (+2.0%) vs. Q1 2022
- Total value
- $13.1B
- −$2.48B (−15.9%) vs. Q1 2022
- New holders
- 42
- 125 more added
- Sold out
- 36
- 104 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,457,367 | $2.40B | 0.74% | +2,895,713+5.8% | Added |
| Vanguard Group Inc | 20,313,165 | $930.5M | 0.03% | +530,575+2.7% | Added |
| Mackenzie Financial Corp | 16,920,670 | $775.3M | 1.24% | +196,837+1.2% | Added |
| Price T Rowe Associates Inc | 16,021,837 | $732.7M | 0.09% | −1,516,005−8.6% | Reduced |
| Bank of Montreal | 13,561,219 | $658.6M | 0.35% | +789,146+6.2% | Added |
| TD Asset Management Inc | 13,640,733 | $623.7M | 0.72% | −531,198−3.7% | Reduced |
| FIL Ltd | 11,976,454 | $548.8M | 0.65% | −2,963,125−19.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,763,497 | $492.4M | 3.06% | −248,150−2.3% | Reduced |
| Bank of Nova Scotia | 8,673,891 | $397.5M | 0.95% | −1,782,013−17.0% | Reduced |
| CIBC World Markets Inc. | 8,166,935 | $374.2M | 1.49% | +1,437,175+21.4% | Added |
| CIBC Asset Management Inc | 8,160,995 | $373.9M | 1.53% | +205,232+2.6% | Added |
| Manufacturers Life Insurance Company, The | 6,608,545 | $302.3M | 0.21% | +926,849+16.3% | Added |
| 1832 Asset Management L.P. | 6,226,384 | $285.2M | 0.57% | +21,593+0.3% | Added |
| Norges Bank | 5,801,594 | $265.8M | 0.07% | −151,254−2.5% | Reduced |
| FMR LLC | 5,562,734 | $254.9M | 0.03% | −42,298−0.8% | Reduced |
| Legal & General Group Plc | 3,996,867 | $182.7M | 0.06% | +458,496+13.0% | Added |
| Toronto Dominion Bank | 3,714,597 | $171.8M | 0.32% | +1,230,562+49.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,656,768 | $167.5M | 1.02% | +735,065+25.2% | Added |
| Letko, Brosseau & Associates Inc | 3,077,897 | $140.7M | 2.49% | +55,745+1.8% | Added |
| Scotia Capital Inc. | 2,796,570 | $128.1M | 0.95% | +40,525+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,621,735 | $123.0M | 1.37% | +45,236+1.8% | Added |
| Swiss National Bank | 2,622,300 | $119.9M | 0.08% | +19,900+0.8% | Added |
| JPMorgan Chase & Co | 2,561,418 | $117.3M | 0.02% | +302,966+13.4% | Added |
| Amundi | 2,303,664 | $99.5M | 0.08% | +116,753+5.3% | Added |
| British Columbia Investment Management Corp | 2,002,726 | $91.6M | 0.87% | +264,164+15.2% | Added |
| TD Waterhouse Canada Inc. | 1,498,511 | $89.6M | 1.01% | −33,197−2.2% | Reduced |
| Alberta Investment Management Corp | 1,923,640 | $88.0M | 0.63% | +307,458+19.0% | Added |
| National Bank of Canada | 1,817,324 | $83.3M | 0.45% | +51,780+2.9% | Added |
| Geode Capital Management, LLC | 1,736,166 | $80.0M | 0.01% | +53,441+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,715,381 | $78.6M | 0.06% | +254,798+17.4% | Added |
| Invesco Ltd. | 1,681,109 | $77.0M | 0.02% | +10,086+0.6% | Added |
| Bank of America Corp | 1,598,189 | $73.2M | 0.01% | +424,781+36.2% | Added |
| Agf Investments Inc. | 1,470,768 | $67.4M | 0.60% | −3,337−0.2% | Reduced |
| Intact Investment Management Inc. | 1,079,706 | $63.6M | 1.99% | +523,426+94.1% | Added |
| Morgan Stanley | 1,375,963 | $63.0M | 0.01% | +713,697+107.8% | Added |
| First Trust Advisors LP | 1,356,325 | $62.1M | 0.08% | +203,242+17.6% | Added |
| Caisse de Depot Et Placement du Quebec | 1,296,325 | $59.3M | 0.16% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,285,825 | $58.8M | 5.42% | +3850.0% | Added |
| Canada Pension Plan Investment Board | 1,283,600 | $58.7M | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,268,861 | $58.1M | 0.02% | +313,931+32.9% | Added |
| QV Investors Inc. | 1,111,395 | $50.8M | 4.63% | +166,946+17.7% | Added |
| Franklin Resources Inc | 1,102,528 | $50.5M | 0.03% | +46,568+4.4% | Added |
| Credit Suisse AG | 850,121 | $50.1M | 0.05% | −168,953−16.6% | Reduced |
| Goldman Sachs Group Inc | 1,051,715 | $48.2M | 0.01% | +479,343+83.7% | Added |
| HSBC Holdings PLC | 1,044,781 | $47.8M | 0.07% | +306,716+41.6% | Added |
| DekaBank Deutsche Girozentrale | 858,434 | $38.8M | 0.11% | −33,307−3.7% | Reduced |
| Fiera Capital Corp | 799,528 | $36.6M | 0.11% | +123,359+18.2% | Added |
| Russell Investments Group, Ltd. | 759,934 | $34.7M | 0.07% | −136,507−15.2% | Reduced |
| Montrusco Bolton Investments Inc. | 738,336 | $33.8M | 0.90% | −167,377−18.5% | Reduced |
| Bank of New York Mellon Corp | 708,985 | $32.5M | 0.01% | +31,613+4.7% | Added |
| Northwest & Ethical Investments L.P. | 670,131 | $30.7M | 1.15% | +72,438+12.1% | Added |
| Renaissance Technologies LLC | 647,800 | $29.7M | 0.04% | +26,200+4.2% | Added |
| Deutsche Bank AG | 630,092 | $28.9M | 0.02% | −79,435−11.2% | Reduced |
| Cardinal Capital Management, Inc. | 594,098 | $27.2M | 1.50% | +128,630+27.6% | Added |
| BlackRock Inc. | 588,652 | $27.0M | 0.00% | +54,511+10.2% | Added |
| Cidel Asset Management Inc | 589,301 | $26.9M | 1.15% | −6,578−1.1% | Reduced |
| Millennium Management LLC | 565,233 | $25.9M | 0.03% | +332,420+142.8% | Added |
| Man Group plc | – | $25.8M | 0.11% | – | – |
| Pictet Asset Management SA | 544,093 | $24.9M | 0.03% | −28,014−4.9% | Reduced |
| Todd Asset Management LLC | 533,064 | $24.4M | 0.63% | +12,931+2.5% | Added |
| Gluskin Sheff & Assoc Inc | 470,543 | $21.6M | 1.18% | −7,379−1.5% | Reduced |
| Citadel Advisors LLC | 466,170 | $21.4M | 0.03% | +399,021+594.2% | Added |
| Triasima Portfolio Management inc. | 451,205 | $20.7M | 1.46% | −337,800−42.8% | Reduced |
| Great West Life Assurance Co | 432,062 | $19.8M | 0.05% | +33,905+8.5% | Added |
| Korea Investment CORP | 415,803 | $19.0M | 0.06% | +76,903+22.7% | Added |
| State of Wisconsin Investment Board | 414,955 | $19.0M | 0.05% | +55,274+15.4% | Added |
| Guardian Capital LP | 414,714 | $19.0M | 0.58% | −565,861−57.7% | Reduced |
| AXA S.A. | 394,802 | $18.1M | 0.03% | −21,180−5.1% | Reduced |
| Voloridge Investment Management, LLC | 391,400 | $17.9M | 0.09% | +148,794+61.3% | Added |
| Mn Services Vermogensbeheer B.V. | 346,645 | $15.8M | 0.15% | −70,300−16.9% | Reduced |
| D. E. Shaw & Co., Inc. | 342,470 | $15.7M | 0.03% | +342,470 | New |
| LGT Group Foundation | 331,392 | $15.2M | 0.46% | +9,841+3.1% | Added |
| Prudential PLC | 311,775 | $14.3M | 0.26% | −10,930−3.4% | Reduced |
| UBS Group AG | 301,654 | $13.8M | 0.01% | −49,277−14.0% | Reduced |
| Neuberger Berman Group LLC | 292,919 | $13.5M | 0.01% | −1,883−0.6% | Reduced |
| Northern Trust Corp | 280,651 | $12.9M | 0.00% | +6,752+2.5% | Added |
| M&G Investment Management Ltd | 273,865 | $12.6M | 0.07% | +2,618+1.0% | Added |
| Jarislowsky, Fraser Ltd | 270,716 | $12.4M | 0.08% | −7,007−2.5% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $11.5M | 0.65% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 245,997 | $11.3M | 0.29% | +6,540+2.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 239,104 | $11.0M | 0.08% | +70,408+41.7% | Added |
| Avalon Investment & Advisory | 237,757 | $10.9M | 0.31% | −354−0.1% | Reduced |
| Aviva PLC | 231,922 | $10.6M | 0.06% | +96,479+71.2% | Added |
| Bank of Nova Scotia Trust Co | 218,267 | $10.0M | 1.02% | +41,643+23.6% | Added |
| Forsta Ap-Fonden | 218,500 | $9.99M | 0.13% | −29,400−11.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $9.16M | 0.04% | −7,567−3.6% | Reduced |
| Guardian Capital Advisors LP | 193,490 | $8.49M | 0.97% | −9,895−4.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,478 | $8.34M | 0.05% | −241,819−57.0% | Reduced |
| Citigroup Inc | 179,550 | $8.21M | 0.01% | +42,477+31.0% | Added |
| O'Shaughnessy Asset Management, LLC | 176,867 | $8.10M | 0.15% | −27,078−13.3% | Reduced |
| Qube Research & Technologies Ltd | 173,151 | $7.93M | 0.06% | +149,842+642.9% | Added |
| Unigestion Holding SA | 171,985 | $7.88M | 0.44% | +171,985 | New |
| Barclays PLC | 167,172 | $7.66M | 0.01% | +41,944+33.5% | Added |
| Shell Asset Management Co | 148,867 | $6.81M | 0.20% | +1,734+1.2% | Added |
| AlphaCrest Capital Management LLC | 132,248 | $6.06M | 0.29% | +87,065+192.7% | Added |
| Allianz Asset Management GmbH | 131,842 | $6.03M | 0.01% | −86,603−39.6% | Reduced |
| Natixis | 130,907 | $5.99M | 0.02% | −125,942−49.0% | Reduced |
| Hillsdale Investment Management Inc. | 129,770 | $5.95M | 0.48% | −9,210−6.6% | Reduced |
| USS Investment Management Ltd | 127,691 | $5.86M | 0.06% | −8,891−6.5% | Reduced |
| Credential Qtrade Securities Inc. | 124,381 | $5.70M | 0.41% | +12,782+11.5% | Added |