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
- 284.5M
- +5.64M (+2.0%) vs. Q1 2022
- Total value
- $13.1B
- −$2.47B (−15.8%) 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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| Mascoma Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 36 | $2.00K | 0.00% | −513−93.4% | Reduced |
| Disciplined Investments, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $3.00K | 0.00% | +62 | New |
| Glen Eagle Advisors, LLC | 84 | $3.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $4.00K | 0.00% | −25−21.4% | Reduced |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | +42+80.8% | Added |
| Bell Investment Advisors, Inc | 89 | $4.00K | 0.00% | +89 | New |
| Goodwin Investment Advisory | 109 | $4.99K | 0.00% | +109 | New |
| GHP Investment Advisors, Inc. | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171 | $7.00K | 0.00% | +1+0.6% | Added |
| Ancora Advisors, LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $8.00K | 0.00% | −610−78.7% | Reduced |
| Exchange Traded Concepts, LLC | 178 | $8.00K | 0.00% | −107−37.5% | Reduced |
| Baystate Wealth Management LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $8.00K | 0.00% | +137 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $11.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 243 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.0K | 0.01% | −6,820−96.1% | Reduced |
| Your Advocates Ltd., LLP | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $14.0K | 0.01% | −100−24.8% | Reduced |
| Lazard Asset Management LLC | 329 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 335 | $15.0K | 0.00% | +335 | New |
| FAI Wealth Management | 367 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $16.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 367 | $17.0K | 0.00% | +163+79.9% | Added |
| TFC Financial Management | 392 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 445 | $20.0K | 0.00% | −143−24.3% | Reduced |
| Covington Capital Management | 461 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $21.0K | 0.00% | +452 | New |
| Global Retirement Partners, LLC | 470 | $22.0K | 0.00% | −250−34.7% | Reduced |
| Atticus Wealth Management, LLC | 491 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 499 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 505 | $23.0K | 0.00% | +505 | New |
| Total Clarity Wealth Management, Inc. | 500 | $23.0K | 0.01% | +500 | New |
| Mark Sheptoff Financial Planning, LLC | 530 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $25.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $26.0K | 0.00% | −568−50.0% | Reduced |
| Achmea Investment Management B.V. | 576 | $26.0K | 0.00% | +5+0.9% | Added |
| Banque Cantonale Vaudoise | 600 | $27.0K | 0.00% | +600 | New |
| Laurel Wealth Advisors LLC | 695 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 724 | $33.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 722 | $33.0K | 0.00% | +62+9.4% | Added |
| HM Payson & Co | 742 | $34.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 814 | $37.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $39.0K | 0.00% | −63−6.8% | Reduced |
| MCF Advisors LLC | 890 | $41.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,011 | $46.0K | 0.00% | −26−2.5% | Reduced |
| Tobam | 997 | $46.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $47.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $48.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,140 | $52.0K | 0.00% | −95−7.7% | Reduced |
| Geneos Wealth Management Inc. | 1,199 | $55.0K | 0.00% | −2,765−69.8% | Reduced |
| Allworth Financial LP | 1,248 | $57.0K | 0.00% | +43+3.6% | Added |
| Meeder Asset Management Inc | 1,275 | $58.0K | 0.00% | +837+191.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $60.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,306 | $60.0K | 0.03% | +2+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,414 | $65.0K | 0.00% | −109−7.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,490 | $68.0K | 0.09% | +4+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,525 | $70.0K | 0.00% | +13+0.9% | Added |
| Pacifica Partners Inc. | 1,604 | $75.0K | 0.05% | +444+38.3% | Added |
| Contravisory Investment Management, Inc. | 1,667 | $76.0K | 0.02% | +1,667 | New |
| Central Trust Co | 1,796 | $82.0K | 0.00% | +600+50.2% | Added |
| Perkins Coie Trust Co | 1,871 | $86.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,871 | $86.0K | 0.01% | +1,871 | New |
| Capital Advisors, Ltd. LLC | 1,903 | $87.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $92.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,087 | $95.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $102.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,265 | $104.0K | 0.00% | −180−7.4% | Reduced |
| Financial Management Professionals, Inc. | 2,266 | $104.0K | 0.03% | +319+16.4% | Added |
| Coastal Capital Group, Inc. | 2,388 | $109.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $110.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,456 | $112.5K | 0.00% | +2,456 | New |
| IFP Advisors, Inc | 3,111 | $129.0K | 0.00% | −253−7.5% | Reduced |
| Independence Bank of Kentucky | 2,844 | $130.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,998 | $137.0K | 0.00% | −44−1.4% | Reduced |
| Quadrant Capital Group LLC | 3,148 | $144.0K | 0.02% | +497+18.7% | Added |
| SeaCrest Wealth Management, LLC | 3,533 | $162.0K | 0.02% | +3,533 | New |
| City Holding Co | 3,700 | $169.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,716 | $170.0K | 0.03% | −170−4.4% | Reduced |
| Parallel Advisors, LLC | 3,804 | $174.0K | 0.01% | +209+5.8% | Added |
| Tower Research Capital LLC (TRC) | 3,988 | $183.0K | 0.00% | −31,940−88.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,221 | $190.0K | 0.08% | +3,221 | New |