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 |
|---|---|---|---|---|---|
| Motco | 113,553 | $5.20M | 0.39% | −12,223−9.7% | Reduced |
| Wells Fargo & Company | 99,795 | $4.56M | 0.00% | −96,520−49.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 93,783 | $4.29M | 2.02% | +63,658+211.3% | Added |
| Public Sector Pension Investment Board | 86,029 | $3.93M | 0.03% | −529,995−86.0% | Reduced |
| Janus Henderson Group PLC | 82,081 | $3.76M | 0.00% | −25,144−23.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 45,025 | $3.42M | 0.01% | −4,449−9.0% | Reduced |
| Jane Street Group, LLC | 69,400 | $3.18M | 0.01% | −232,399−77.0% | Reduced |
| Westpac Banking Corp | 48,439 | $2.86M | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 61,480 | $2.82M | 0.47% | +51,785+534.1% | Added |
| Cubist Systematic Strategies, LLC | 58,704 | $2.69M | 0.02% | +21,185+56.5% | Added |
| ClariVest Asset Management LLC | 56,190 | $2.57M | 0.11% | −6,150−9.9% | Reduced |
| Assenagon Asset Management S.A. | 54,029 | $2.47M | 0.01% | +16,515+44.0% | Added |
| Commonwealth Equity Services, LLC | 52,200 | $2.39M | 0.01% | +3,469+7.1% | Added |
| Andra AP-fonden | 40,400 | $2.38M | 0.07% | +40,400 | New |
| Kraematon Investment Advisors, Inc | 48,831 | $2.24M | 2.59% | +85+0.2% | Added |
| Magnetar Financial LLC | 46,831 | $2.15M | 0.02% | +46,831 | New |
| Alliancebernstein L.P. | 46,307 | $2.12M | 0.00% | −1,281−2.7% | Reduced |
| American Century Companies Inc | 44,005 | $2.02M | 0.00% | +9,771+28.5% | Added |
| Dorchester Wealth Management Co | 43,275 | $1.98M | 0.39% | +11,969+38.2% | Added |
| Principal Financial Group Inc | 42,187 | $1.93M | 0.00% | −5,942−12.3% | Reduced |
| Unison Advisors LLC | 41,703 | $1.91M | 0.49% | +293+0.7% | Added |
| Vontobel Holding Ltd. | 40,381 | $1.86M | 0.02% | −526−1.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,550 | $1.76M | 0.11% | +38,550 | New |
| Addenda Capital Inc. | 23,720 | $1.40M | 0.07% | 00.0% | Unchanged |
| SIG North Trading, ULC | 30,276 | $1.39M | 0.68% | −43,591−59.0% | Reduced |
| Twin Tree Management, LP | 29,673 | $1.36M | 0.03% | +29,673 | New |
| Capital World Investors | 28,969 | $1.33M | 0.00% | +6,474+28.8% | Added |
| Raymond James & Associates | 28,839 | $1.32M | 0.00% | −2,492−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,184 | $1.29M | 0.00% | +3,536+14.3% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.27M | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 26,244 | $1.20M | 0.03% | +26,244 | New |
| Cumberland Partners Ltd | 25,696 | $1.18M | 0.11% | −4,400−14.6% | Reduced |
| Erste Asset Management GmbH | 25,500 | $1.17M | 0.03% | −6,300−19.8% | Reduced |
| Envestnet Asset Management Inc | 25,377 | $1.16M | 0.00% | −16−0.1% | Reduced |
| M&T Bank Corp | 26,653 | $1.15M | 0.01% | +1,635+6.5% | Added |
| Wetherby Asset Management Inc | 24,864 | $1.14M | 0.08% | +1,983+8.7% | Added |
| Wambolt & Associates, LLC | 24,670 | $1.13M | 0.45% | +1,968+8.7% | Added |
| Edgestream Partners, L.P. | 23,436 | $1.07M | 0.08% | +17,241+278.3% | Added |
| Symphony Financial, Ltd. Co. | 23,053 | $1.06M | 0.31% | +23,053 | New |
| Cetera Investment Advisers | 22,636 | $1.04M | 0.02% | +534+2.4% | Added |
| JCIC Asset Management Inc. | 22,591 | $1.03M | 0.56% | −4,130−15.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 22,526 | $1.02M | 0.05% | +7,101+46.0% | Added |
| Mason & Associates Inc | 22,000 | $1.01M | 0.35% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,756 | $996.0K | 0.00% | +356+1.7% | Added |
| Metis Global Partners, LLC | 21,565 | $988.0K | 0.16% | +147+0.7% | Added |
| Burney Co | 20,565 | $942.0K | 0.05% | −970−4.5% | Reduced |
| Rempart Asset Management Inc. | 20,337 | $932.0K | 0.22% | 00.0% | Unchanged |
| Baader Bank INC | 20,000 | $916.0K | 0.09% | 00.0% | Unchanged |
| Cipher Capital LP | 19,593 | $898.0K | 0.20% | +19,593 | New |
| LPL Financial LLC | 18,966 | $869.0K | 0.00% | +4,495+31.1% | Added |
| US Bancorp | 18,847 | $863.0K | 0.00% | −6,120−24.5% | Reduced |
| Advisor Group Holdings, Inc. | 18,769 | $861.0K | 0.00% | +39+0.2% | Added |
| Quantbot Technologies LP | 18,283 | $837.0K | 0.08% | +4,041+28.4% | Added |
| Verition Fund Management LLC | 18,228 | $835.0K | 0.02% | +18,228 | New |
| PEAK6 Investments LLC | 17,807 | $829.4K | 0.02% | +17,807 | New |
| Comerica Bank | 17,954 | $802.0K | 0.01% | −65−0.4% | Reduced |
| APG Asset Management N.V. | 18,078 | $791.0K | 0.00% | −7,400−29.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $778.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,702 | $765.0K | 0.00% | +746+4.7% | Added |
| Balyasny Asset Management LLC | 16,672 | $764.0K | 0.00% | −1,469−8.1% | Reduced |
| SEI Investments Co | 16,350 | $749.0K | 0.00% | +28+0.2% | Added |
| AE Wealth Management LLC | 16,172 | $741.0K | 0.01% | +1,205+8.1% | Added |
| Janney Montgomery Scott LLC | 15,617 | $721.0K | 0.00% | −1,256−7.4% | Reduced |
| Van Eck Associates Corp | 15,041 | $689.0K | 0.00% | +148+1.0% | Added |
| Candriam Luxembourg S.C.A. | 14,675 | $671.0K | 0.01% | −780−5.0% | Reduced |
| Washington Trust Co | 14,613 | $669.0K | 0.03% | −93−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,317 | $656.0K | 0.00% | −109−0.8% | Reduced |
| King Luther Capital Management Corp | 14,297 | $655.0K | 0.00% | +4,175+41.2% | Added |
| HighTower Advisors, LLC | 14,200 | $650.0K | 0.00% | −223−1.5% | Reduced |
| Mirova | 14,180 | $648.0K | 0.09% | +10,813+321.1% | Added |
| Signaturefd, LLC | 13,922 | $638.0K | 0.02% | −184−1.3% | Reduced |
| MQS Management LLC | 13,572 | $622.0K | 0.43% | +7,792+134.8% | Added |
| State Street Corp | 13,416 | $615.0K | 0.00% | +13,416 | New |
| Advisors Asset Management, Inc. | 12,947 | $593.0K | 0.01% | +12,947 | New |
| Quadrature Capital Ltd | 12,900 | $591.0K | 0.02% | +12,900 | New |
| Brinker Capital Investments, LLC | 12,793 | $586.0K | 0.01% | +159+1.3% | Added |
| Avantax Advisory Services, Inc. | 12,626 | $578.0K | 0.01% | +1,660+15.1% | Added |
| Natixis Advisors, L.P. | 12,513 | $573.0K | 0.00% | −1,562−11.1% | Reduced |
| Quilter Plc | 12,358 | $566.0K | 0.02% | −520−4.0% | Reduced |
| Blair William & Co | 12,292 | $563.0K | 0.00% | −331−2.6% | Reduced |
| Trexquant Investment LP | 12,206 | $559.0K | 0.03% | +12,206 | New |
| Cetera Advisor Networks LLC | 12,150 | $556.0K | 0.01% | +1,315+12.1% | Added |
| Schonfeld Strategic Advisors LLC | 12,000 | $549.0K | 0.01% | −4,400−26.8% | Reduced |
| Captrust Financial Advisors | 11,375 | $521.0K | 0.00% | +1,926+20.4% | Added |
| Cigna Investments Inc | 11,026 | $504.0K | 0.10% | +248+2.3% | Added |
| JustInvest LLC | 10,901 | $499.0K | 0.02% | +2,298+26.7% | Added |
| Claret Asset Management Corp | 10,852 | $497.0K | 0.11% | −179−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,615 | $487.0K | 0.00% | −38−0.4% | Reduced |
| Kestra Advisory Services, LLC | 10,536 | $483.0K | 0.00% | +265+2.6% | Added |
| Engrave Wealth Partners LLC | 10,519 | $482.0K | 0.21% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,398 | $476.0K | 0.00% | −70−0.7% | Reduced |
| Woodstock Corp | 10,002 | $458.0K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,705 | $444.0K | 0.00% | +1,032+11.9% | Added |
| Creative Planning | 9,533 | $437.0K | 0.00% | +1,522+19.0% | Added |
| Vident Investment Advisory, LLC | 9,487 | $435.0K | 0.01% | −2,207−18.9% | Reduced |
| Marshall Wace, LLP | 9,400 | $430.0K | 0.00% | +9,400 | New |
| FORA Capital, LLC | 9,266 | $424.0K | 0.08% | +9,266 | New |
| Glenmede Trust Co NA | 9,110 | $416.0K | 0.00% | −166−1.8% | Reduced |
| Yousif Capital Management, LLC | 9,002 | $412.0K | 0.01% | −65−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 8,894 | $408.0K | 0.01% | +595+7.2% | Added |