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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 18,769 | $861.0K | 0.00% | +39+0.2% | Added |
| US Bancorp | 18,847 | $863.0K | 0.00% | −6,120−24.5% | Reduced |
| LPL Financial LLC | 18,966 | $869.0K | 0.00% | +4,495+31.1% | Added |
| Cipher Capital LP | 19,593 | $898.0K | 0.20% | +19,593 | New |
| Baader Bank INC | 20,000 | $916.0K | 0.09% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 20,337 | $932.0K | 0.22% | 00.0% | Unchanged |
| Burney Co | 20,565 | $942.0K | 0.05% | −970−4.5% | Reduced |
| Metis Global Partners, LLC | 21,565 | $988.0K | 0.16% | +147+0.7% | Added |
| Stifel Financial Corp | 21,756 | $996.0K | 0.00% | +356+1.7% | Added |
| Mason & Associates Inc | 22,000 | $1.01M | 0.35% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 22,526 | $1.02M | 0.05% | +7,101+46.0% | Added |
| JCIC Asset Management Inc. | 22,591 | $1.03M | 0.56% | −4,130−15.5% | Reduced |
| Cetera Investment Advisers | 22,636 | $1.04M | 0.02% | +534+2.4% | Added |
| Symphony Financial, Ltd. Co. | 23,053 | $1.06M | 0.31% | +23,053 | New |
| Edgestream Partners, L.P. | 23,436 | $1.07M | 0.08% | +17,241+278.3% | Added |
| Wambolt & Associates, LLC | 24,670 | $1.13M | 0.45% | +1,968+8.7% | Added |
| Wetherby Asset Management Inc | 24,864 | $1.14M | 0.08% | +1,983+8.7% | Added |
| M&T Bank Corp | 26,653 | $1.15M | 0.01% | +1,635+6.5% | Added |
| Envestnet Asset Management Inc | 25,377 | $1.16M | 0.00% | −16−0.1% | Reduced |
| Erste Asset Management GmbH | 25,500 | $1.17M | 0.03% | −6,300−19.8% | Reduced |
| Cumberland Partners Ltd | 25,696 | $1.18M | 0.11% | −4,400−14.6% | Reduced |
| United Services Automobile Association | 26,244 | $1.20M | 0.03% | +26,244 | New |
| Ensign Peak Advisors, Inc | 27,300 | $1.27M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,184 | $1.29M | 0.00% | +3,536+14.3% | Added |
| Raymond James & Associates | 28,839 | $1.32M | 0.00% | −2,492−8.0% | Reduced |
| Capital World Investors | 28,969 | $1.33M | 0.00% | +6,474+28.8% | Added |
| Twin Tree Management, LP | 29,673 | $1.36M | 0.03% | +29,673 | New |
| SIG North Trading, ULC | 30,276 | $1.39M | 0.68% | −43,591−59.0% | Reduced |
| Addenda Capital Inc. | 23,720 | $1.40M | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,550 | $1.76M | 0.11% | +38,550 | New |
| Vontobel Holding Ltd. | 40,381 | $1.86M | 0.02% | −526−1.3% | Reduced |
| Unison Advisors LLC | 41,703 | $1.91M | 0.49% | +293+0.7% | Added |
| Principal Financial Group Inc | 42,187 | $1.93M | 0.00% | −5,942−12.3% | Reduced |
| Dorchester Wealth Management Co | 43,275 | $1.98M | 0.39% | +11,969+38.2% | Added |
| American Century Companies Inc | 44,005 | $2.02M | 0.00% | +9,771+28.5% | Added |
| Alliancebernstein L.P. | 46,307 | $2.12M | 0.00% | −1,281−2.7% | Reduced |
| Magnetar Financial LLC | 46,831 | $2.15M | 0.02% | +46,831 | New |
| Kraematon Investment Advisors, Inc | 48,831 | $2.24M | 2.59% | +85+0.2% | Added |
| Andra AP-fonden | 40,400 | $2.38M | 0.07% | +40,400 | New |
| Commonwealth Equity Services, LLC | 52,200 | $2.39M | 0.01% | +3,469+7.1% | Added |
| Assenagon Asset Management S.A. | 54,029 | $2.47M | 0.01% | +16,515+44.0% | Added |
| ClariVest Asset Management LLC | 56,190 | $2.57M | 0.11% | −6,150−9.9% | Reduced |
| Cubist Systematic Strategies, LLC | 58,704 | $2.69M | 0.02% | +21,185+56.5% | Added |
| Aigen Investment Management, LP | 61,480 | $2.82M | 0.47% | +51,785+534.1% | Added |
| Westpac Banking Corp | 48,439 | $2.86M | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 69,400 | $3.18M | 0.01% | −232,399−77.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 45,025 | $3.42M | 0.01% | −4,449−9.0% | Reduced |
| Janus Henderson Group PLC | 82,081 | $3.76M | 0.00% | −25,144−23.4% | Reduced |
| Public Sector Pension Investment Board | 86,029 | $3.93M | 0.03% | −529,995−86.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 93,783 | $4.29M | 2.02% | +63,658+211.3% | Added |
| Wells Fargo & Company | 99,795 | $4.56M | 0.00% | −96,520−49.2% | Reduced |
| Motco | 113,553 | $5.20M | 0.39% | −12,223−9.7% | Reduced |
| Credential Qtrade Securities Inc. | 124,381 | $5.70M | 0.41% | +12,782+11.5% | Added |
| USS Investment Management Ltd | 127,691 | $5.86M | 0.06% | −8,891−6.5% | Reduced |
| Hillsdale Investment Management Inc. | 129,770 | $5.95M | 0.48% | −9,210−6.6% | Reduced |
| Natixis | 130,907 | $5.99M | 0.02% | −125,942−49.0% | Reduced |
| Allianz Asset Management GmbH | 131,842 | $6.03M | 0.01% | −86,603−39.6% | Reduced |
| AlphaCrest Capital Management LLC | 132,248 | $6.06M | 0.29% | +87,065+192.7% | Added |
| Shell Asset Management Co | 148,867 | $6.81M | 0.20% | +1,734+1.2% | Added |
| Barclays PLC | 167,172 | $7.66M | 0.01% | +41,944+33.5% | Added |
| Unigestion Holding SA | 171,985 | $7.88M | 0.44% | +171,985 | New |
| Qube Research & Technologies Ltd | 173,151 | $7.93M | 0.06% | +149,842+642.9% | Added |
| O'Shaughnessy Asset Management, LLC | 176,867 | $8.10M | 0.15% | −27,078−13.3% | Reduced |
| Citigroup Inc | 179,550 | $8.21M | 0.01% | +42,477+31.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,478 | $8.34M | 0.05% | −241,819−57.0% | Reduced |
| Guardian Capital Advisors LP | 193,490 | $8.49M | 0.97% | −9,895−4.9% | Reduced |
| AXA S.A. | 197,401 | $9.04M | 0.03% | −10,590−5.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $9.16M | 0.04% | −7,567−3.6% | Reduced |
| Forsta Ap-Fonden | 218,500 | $9.99M | 0.13% | −29,400−11.9% | Reduced |
| Bank of Nova Scotia Trust Co | 218,267 | $10.0M | 1.02% | +41,643+23.6% | Added |
| Aviva PLC | 231,922 | $10.6M | 0.06% | +96,479+71.2% | Added |
| Avalon Investment & Advisory | 237,757 | $10.9M | 0.31% | −354−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 239,104 | $11.0M | 0.08% | +70,408+41.7% | Added |
| Crossmark Global Holdings, Inc. | 245,997 | $11.3M | 0.29% | +6,540+2.7% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $11.5M | 0.65% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 270,716 | $12.4M | 0.08% | −7,007−2.5% | Reduced |
| M&G Investment Management Ltd | 273,865 | $12.6M | 0.09% | +2,618+1.0% | Added |
| Northern Trust Corp | 280,651 | $12.9M | 0.00% | +6,752+2.5% | Added |
| Neuberger Berman Group LLC | 292,919 | $13.5M | 0.01% | −1,883−0.6% | Reduced |
| UBS Group AG | 301,654 | $13.8M | 0.01% | −49,277−14.0% | Reduced |
| Prudential PLC | 311,775 | $14.3M | 0.26% | −10,930−3.4% | Reduced |
| LGT Group Foundation | 331,392 | $15.2M | 0.46% | +9,841+3.1% | Added |
| D. E. Shaw & Co., Inc. | 342,470 | $15.7M | 0.03% | +342,470 | New |
| Mn Services Vermogensbeheer B.V. | 346,645 | $15.8M | 0.15% | −70,300−16.9% | Reduced |
| Voloridge Investment Management, LLC | 391,400 | $17.9M | 0.09% | +148,794+61.3% | Added |
| Guardian Capital LP | 414,714 | $19.0M | 0.58% | −565,861−57.7% | Reduced |
| State of Wisconsin Investment Board | 414,955 | $19.0M | 0.05% | +55,274+15.4% | Added |
| Korea Investment CORP | 415,803 | $19.0M | 0.06% | +76,903+22.7% | Added |
| Great West Life Assurance Co | 432,062 | $19.8M | 0.05% | +33,905+8.5% | Added |
| Triasima Portfolio Management inc. | 451,205 | $20.7M | 1.46% | −337,800−42.8% | Reduced |
| Citadel Advisors LLC | 466,170 | $21.4M | 0.03% | +399,021+594.2% | Added |
| Gluskin Sheff & Assoc Inc | 470,543 | $21.6M | 1.18% | −7,379−1.5% | Reduced |
| Todd Asset Management LLC | 533,064 | $24.4M | 0.63% | +12,931+2.5% | Added |
| Pictet Asset Management SA | 544,093 | $24.9M | 0.03% | −28,014−4.9% | Reduced |
| Man Group plc | – | $25.8M | 0.11% | – | – |
| Millennium Management LLC | 565,233 | $25.9M | 0.03% | +332,420+142.8% | Added |
| Cidel Asset Management Inc | 589,301 | $26.9M | 1.15% | −6,578−1.1% | Reduced |
| BlackRock Inc. | 588,652 | $27.0M | 0.00% | +54,511+10.2% | Added |
| Cardinal Capital Management, Inc. | 594,098 | $27.2M | 1.50% | +128,630+27.6% | Added |
| Deutsche Bank AG | 630,092 | $28.9M | 0.02% | −79,435−11.2% | Reduced |