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Livermore
ZHEN

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, 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.

Institutional holdersQ2 2022: 352 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 heldQ2 2022: $13.1B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2022.

Institutions holding SLF in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Bank & Trust4,242$194.0K0.06%00.0%Unchanged
Brewin Dolphin Ltd4,265$195.0K0.01%00.0%Unchanged
Veriti Management LLC4,393$201.0K0.03%+167+4.0%Added
Flaharty Asset Management, LLC4,411$202.0K0.04%00.0%Unchanged
Petrus Trust Company, LTA4,404$202.0K0.03%+4,404New
Evergreen Capital Management LLC4,453$204.0K0.01%−1,596−26.4%Reduced
MONECO Advisors, LLC4,578$210.0K0.08%+20.0%Added
Capital City Trust Co4,596$211.0K0.07%00.0%Unchanged
Veritable, L.P.4,602$211.0K0.00%00.0%Unchanged
Cresset Asset Management, LLC4,712$216.0K0.00%−115−2.4%Reduced
XTX Topco Ltd4,780$219.0K0.09%+4,780New
Balentine LLC4,802$220.0K0.01%+928+24.0%Added
Bridgefront Capital, LLC4,923$226.0K0.25%+4,923New
Northwest Bancshares, Inc.5,033$231.0K0.05%−400−7.4%Reduced
CWM, LLC5,112$234.0K0.00%−483−8.6%Reduced
Eaton Vance Management5,185$237.0K0.00%−29,053−84.9%Reduced
Clarius Group, LLC5,192$238.0K0.02%+618+13.5%Added
Bayesian Capital Management, LP5,224$239.0K0.04%+5,224New
Gulf International Bank (UK) Ltd6,048$241.0K0.00%00.0%Unchanged
Running Point Capital Advisors, LLC5,366$246.0K0.16%+109+2.1%Added
Sequoia Financial Advisors, LLC5,366$246.0K0.01%+1,226+29.6%Added
Smithfield Trust Co5,394$247.0K0.02%00.0%Unchanged
Villere St Denis J & Co LLC5,407$247.0K0.02%00.0%Unchanged
Regions Financial Corp5,429$248.0K0.00%+6+0.1%Added
Baird Financial Group, Inc.5,459$250.0K0.00%00.0%Unchanged
Pendal Group Limited5,499$252.0K0.00%+5,499New
Cozad Asset Management Inc5,518$253.0K0.04%+200+3.8%Added
Advisory Resource Group5,599$256.0K0.08%−173−3.0%Reduced
Huntington National Bank5,695$261.0K0.00%+56+1.0%Added
Advisory Services Network, LLC5,987$274.0K0.01%−1,952−24.6%Reduced
Mercer Global Advisors Inc6,093$279.0K0.00%+154+2.6%Added
Pinnacle Associates Ltd6,153$282.0K0.01%00.0%Unchanged
Stonebridge Capital Management Inc6,275$287.0K0.13%00.0%Unchanged
Confluence Wealth Services, Inc.6,054$289.0K0.13%+6,054New
Heathbridge Capital Management Ltd.6,400$293.0K0.12%00.0%Unchanged
K.J. Harrison & Partners Inc6,523$299.0K0.08%00.0%Unchanged
Financial Counselors Inc6,566$301.0K0.01%00.0%Unchanged
First National Trust Co6,591$302.0K0.02%−1,150−14.9%Reduced
Parsons Capital Management Inc6,667$305.0K0.03%00.0%Unchanged
Dynamic Technology Lab Private Ltd6,679$306.0K0.03%+6,679New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,700$306.9K0.00%00.0%Unchanged
Natixis Investment Managers International6,822$311.0K0.01%+4,936+261.7%Added
Ritholtz Wealth Management6,969$319.0K0.02%−3,334−32.4%Reduced
Welch & Forbes LLC6,977$319.0K0.01%00.0%Unchanged
Davidson Trust Co7,003$321.0K0.29%00.0%Unchanged
Old National Bancorp7,311$335.0K0.01%+31+0.4%Added
First Republic Investment Management, Inc.7,603$348.0K0.00%−117−1.5%Reduced
OPSEU Pension Plan Trust Fund7,865$356.0K0.09%+7,865New
Banque Pictet & Cie SA7,897$361.0K0.00%−1,356−14.7%Reduced
Ameriprise Financial Inc8,087$370.0K0.00%−17,839−68.8%Reduced
Gyon Technologies Capital Management, LP8,660$397.0K0.11%+8,660New
Fifth Third Bancorp8,893$407.0K0.00%−3,045−25.5%Reduced
Ontario Teachers Pension Plan Board8,894$408.0K0.01%+595+7.2%Added
Yousif Capital Management, LLC9,002$412.0K0.01%−65−0.7%Reduced
Glenmede Trust Co NA9,110$416.0K0.00%−166−1.8%Reduced
FORA Capital, LLC9,266$424.0K0.08%+9,266New
Marshall Wace, LLP9,400$430.0K0.00%+9,400New
Vident Investment Advisory, LLC9,487$435.0K0.01%−2,207−18.9%Reduced
Creative Planning9,533$437.0K0.00%+1,522+19.0%Added
Voya Investment Management LLC9,705$444.0K0.00%+1,032+11.9%Added
Woodstock Corp10,002$458.0K0.06%00.0%Unchanged
Private Advisor Group, LLC10,398$476.0K0.00%−70−0.7%Reduced
Engrave Wealth Partners LLC10,519$482.0K0.21%00.0%Unchanged
Kestra Advisory Services, LLC10,536$483.0K0.00%+265+2.6%Added
The PNC Financial Services Group, Inc.10,615$487.0K0.00%−38−0.4%Reduced
Claret Asset Management Corp10,852$497.0K0.11%−179−1.6%Reduced
JustInvest LLC10,901$499.0K0.02%+2,298+26.7%Added
Cigna Investments Inc11,026$504.0K0.10%+248+2.3%Added
Captrust Financial Advisors11,375$521.0K0.00%+1,926+20.4%Added
Schonfeld Strategic Advisors LLC12,000$549.0K0.01%−4,400−26.8%Reduced
Cetera Advisor Networks LLC12,150$556.0K0.01%+1,315+12.1%Added
Trexquant Investment LP12,206$559.0K0.03%+12,206New
Blair William & Co12,292$563.0K0.00%−331−2.6%Reduced
Quilter Plc12,358$566.0K0.02%−520−4.0%Reduced
Natixis Advisors, L.P.12,513$573.0K0.00%−1,562−11.1%Reduced
Avantax Advisory Services, Inc.12,626$578.0K0.01%+1,660+15.1%Added
Brinker Capital Investments, LLC12,793$586.0K0.01%+159+1.3%Added
Quadrature Capital Ltd12,900$591.0K0.02%+12,900New
Advisors Asset Management, Inc.12,947$593.0K0.01%+12,947New
State Street Corp13,416$615.0K0.00%+13,416New
MQS Management LLC13,572$622.0K0.43%+7,792+134.8%Added
Signaturefd, LLC13,922$638.0K0.02%−184−1.3%Reduced
Mirova14,180$648.0K0.09%+10,813+321.1%Added
HighTower Advisors, LLC14,200$650.0K0.00%−223−1.5%Reduced
King Luther Capital Management Corp14,297$655.0K0.00%+4,175+41.2%Added
Cambridge Investment Research Advisors, Inc.14,317$656.0K0.00%−109−0.8%Reduced
Washington Trust Co14,613$669.0K0.03%−93−0.6%Reduced
Candriam Luxembourg S.C.A.14,675$671.0K0.01%−780−5.0%Reduced
Van Eck Associates Corp15,041$689.0K0.00%+148+1.0%Added
Janney Montgomery Scott LLC15,617$721.0K0.00%−1,256−7.4%Reduced
AE Wealth Management LLC16,172$741.0K0.01%+1,205+8.1%Added
SEI Investments Co16,350$749.0K0.00%+28+0.2%Added
Balyasny Asset Management LLC16,672$764.0K0.00%−1,469−8.1%Reduced
Northwestern Mutual Wealth Management Co16,702$765.0K0.00%+746+4.7%Added
Texas Capital Bank Wealth Management Services Inc16,976$778.0K0.09%00.0%Unchanged
APG Asset Management N.V.18,078$791.0K0.00%−7,400−29.0%Reduced
Comerica Bank17,954$802.0K0.01%−65−0.4%Reduced
PEAK6 Investments LLC17,807$829.4K0.02%+17,807New
Verition Fund Management LLC18,228$835.0K0.02%+18,228New
Quantbot Technologies LP18,283$837.0K0.08%+4,041+28.4%Added