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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 647,800 | $29.7M | 0.04% | +26,200+4.2% | Added |
| Northwest & Ethical Investments L.P. | 670,131 | $30.7M | 1.15% | +72,438+12.1% | Added |
| Bank of New York Mellon Corp | 708,985 | $32.5M | 0.01% | +31,613+4.7% | Added |
| Montrusco Bolton Investments Inc. | 738,336 | $33.8M | 0.90% | −167,377−18.5% | Reduced |
| Russell Investments Group, Ltd. | 759,934 | $34.7M | 0.07% | −136,507−15.2% | Reduced |
| Fiera Capital Corp | 799,528 | $36.6M | 0.11% | +123,359+18.2% | Added |
| DekaBank Deutsche Girozentrale | 858,434 | $38.8M | 0.11% | −33,307−3.7% | Reduced |
| HSBC Holdings PLC | 1,044,781 | $47.8M | 0.07% | +306,716+41.6% | Added |
| Goldman Sachs Group Inc | 1,051,715 | $48.2M | 0.01% | +479,343+83.7% | Added |
| Credit Suisse AG | 850,121 | $50.1M | 0.05% | −168,953−16.6% | Reduced |
| Franklin Resources Inc | 1,102,528 | $50.5M | 0.03% | +46,568+4.4% | Added |
| QV Investors Inc. | 1,111,395 | $50.8M | 4.63% | +166,946+17.7% | Added |
| Dimensional Fund Advisors LP | 1,268,861 | $58.1M | 0.02% | +313,931+32.9% | Added |
| Canada Pension Plan Investment Board | 1,283,600 | $58.7M | 0.10% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,285,825 | $58.8M | 5.42% | +3850.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,296,325 | $59.3M | 0.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,356,325 | $62.1M | 0.08% | +203,242+17.6% | Added |
| Morgan Stanley | 1,375,963 | $63.0M | 0.01% | +713,697+107.8% | Added |
| Intact Investment Management Inc. | 1,079,706 | $63.6M | 1.99% | +523,426+94.1% | Added |
| Agf Investments Inc. | 1,470,768 | $67.4M | 0.60% | −3,337−0.2% | Reduced |
| Bank of America Corp | 1,598,189 | $73.2M | 0.01% | +424,781+36.2% | Added |
| Invesco Ltd. | 1,681,109 | $77.0M | 0.02% | +10,086+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,715,381 | $78.6M | 0.06% | +254,798+17.4% | Added |
| Geode Capital Management, LLC | 1,736,166 | $80.0M | 0.01% | +53,441+3.2% | Added |
| National Bank of Canada | 1,817,324 | $83.3M | 0.45% | +51,780+2.9% | Added |
| Alberta Investment Management Corp | 1,923,640 | $88.0M | 0.63% | +307,458+19.0% | Added |
| TD Waterhouse Canada Inc. | 1,498,511 | $89.6M | 1.01% | −33,197−2.2% | Reduced |
| British Columbia Investment Management Corp | 2,002,726 | $91.6M | 0.87% | +264,164+15.2% | Added |
| Amundi | 2,303,664 | $99.5M | 0.08% | +116,753+5.3% | Added |
| JPMorgan Chase & Co | 2,561,418 | $117.3M | 0.02% | +302,966+13.4% | Added |
| Swiss National Bank | 2,622,300 | $119.9M | 0.08% | +19,900+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,621,735 | $123.0M | 1.37% | +45,236+1.8% | Added |
| Scotia Capital Inc. | 2,796,570 | $128.1M | 0.95% | +40,525+1.5% | Added |
| Letko, Brosseau & Associates Inc | 3,077,897 | $140.7M | 2.49% | +55,745+1.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,656,768 | $167.5M | 1.02% | +735,065+25.2% | Added |
| Toronto Dominion Bank | 3,714,597 | $171.8M | 0.32% | +1,230,562+49.5% | Added |
| Legal & General Group Plc | 3,996,867 | $182.7M | 0.06% | +458,496+13.0% | Added |
| FMR LLC | 5,562,734 | $254.9M | 0.03% | −42,298−0.8% | Reduced |
| Norges Bank | 5,801,594 | $265.8M | 0.07% | −151,254−2.5% | Reduced |
| 1832 Asset Management L.P. | 6,226,384 | $285.2M | 0.57% | +21,593+0.3% | Added |
| Manufacturers Life Insurance Company, The | 6,608,545 | $302.3M | 0.21% | +926,849+16.3% | Added |
| CIBC Asset Management Inc | 8,160,995 | $373.9M | 1.53% | +205,232+2.6% | Added |
| CIBC World Markets Inc. | 8,166,935 | $374.2M | 1.49% | +1,437,175+21.4% | Added |
| Bank of Nova Scotia | 8,673,891 | $397.5M | 0.95% | −1,782,013−17.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,763,497 | $492.4M | 3.06% | −248,150−2.3% | Reduced |
| FIL Ltd | 11,976,454 | $548.8M | 0.65% | −2,963,125−19.8% | Reduced |
| TD Asset Management Inc | 13,640,733 | $623.7M | 0.72% | −531,198−3.7% | Reduced |
| Bank of Montreal | 13,561,219 | $658.6M | 0.47% | +789,146+6.2% | Added |
| Price T Rowe Associates Inc | 16,021,837 | $732.7M | 0.09% | −1,516,005−8.6% | Reduced |
| Mackenzie Financial Corp | 16,920,670 | $775.3M | 1.24% | +196,837+1.2% | Added |
| Vanguard Group Inc | 20,313,165 | $930.5M | 0.03% | +530,575+2.7% | Added |
| Royal Bank of Canada | 52,457,367 | $2.40B | 0.74% | +2,895,713+5.8% | Added |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −334,725−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −96,633−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −9,132−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,939−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −5,374−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,646−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,848−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Dravo Bay LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |