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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 8,893 | $407.0K | 0.00% | −3,045−25.5% | Reduced |
| Gyon Technologies Capital Management, LP | 8,660 | $397.0K | 0.11% | +8,660 | New |
| Ameriprise Financial Inc | 8,087 | $370.0K | 0.00% | −17,839−68.8% | Reduced |
| Banque Pictet & Cie SA | 7,897 | $361.0K | 0.00% | −1,356−14.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 7,865 | $356.0K | 0.09% | +7,865 | New |
| First Republic Investment Management, Inc. | 7,603 | $348.0K | 0.00% | −117−1.5% | Reduced |
| Old National Bancorp | 7,311 | $335.0K | 0.01% | +31+0.4% | Added |
| Davidson Trust Co | 7,003 | $321.0K | 0.29% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 6,969 | $319.0K | 0.02% | −3,334−32.4% | Reduced |
| Welch & Forbes LLC | 6,977 | $319.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 6,822 | $311.0K | 0.01% | +4,936+261.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $306.9K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,679 | $306.0K | 0.03% | +6,679 | New |
| Parsons Capital Management Inc | 6,667 | $305.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 6,591 | $302.0K | 0.02% | −1,150−14.9% | Reduced |
| Financial Counselors Inc | 6,566 | $301.0K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 6,523 | $299.0K | 0.08% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 6,400 | $293.0K | 0.12% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,054 | $289.0K | 0.13% | +6,054 | New |
| Stonebridge Capital Management Inc | 6,275 | $287.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,153 | $282.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,093 | $279.0K | 0.00% | +154+2.6% | Added |
| Advisory Services Network, LLC | 5,987 | $274.0K | 0.01% | −1,952−24.6% | Reduced |
| Huntington National Bank | 5,695 | $261.0K | 0.00% | +56+1.0% | Added |
| Advisory Resource Group | 5,599 | $256.0K | 0.08% | −173−3.0% | Reduced |
| Cozad Asset Management Inc | 5,518 | $253.0K | 0.04% | +200+3.8% | Added |
| Pendal Group Limited | 5,499 | $252.0K | 0.00% | +5,499 | New |
| Baird Financial Group, Inc. | 5,459 | $250.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 5,429 | $248.0K | 0.00% | +6+0.1% | Added |
| Smithfield Trust Co | 5,394 | $247.0K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,407 | $247.0K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,366 | $246.0K | 0.16% | +109+2.1% | Added |
| Sequoia Financial Advisors, LLC | 5,366 | $246.0K | 0.01% | +1,226+29.6% | Added |
| Gulf International Bank (UK) Ltd | 6,048 | $241.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,224 | $239.0K | 0.04% | +5,224 | New |
| Clarius Group, LLC | 5,192 | $238.0K | 0.02% | +618+13.5% | Added |
| Eaton Vance Management | 5,185 | $237.0K | 0.00% | −29,053−84.9% | Reduced |
| CWM, LLC | 5,112 | $234.0K | 0.00% | −483−8.6% | Reduced |
| Northwest Bancshares, Inc. | 5,033 | $231.0K | 0.05% | −400−7.4% | Reduced |
| Bridgefront Capital, LLC | 4,923 | $226.0K | 0.25% | +4,923 | New |
| Balentine LLC | 4,802 | $220.0K | 0.01% | +928+24.0% | Added |
| XTX Topco Ltd | 4,780 | $219.0K | 0.09% | +4,780 | New |
| Cresset Asset Management, LLC | 4,712 | $216.0K | 0.00% | −115−2.4% | Reduced |
| Capital City Trust Co | 4,596 | $211.0K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $211.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,578 | $210.0K | 0.08% | +20.0% | Added |
| Evergreen Capital Management LLC | 4,453 | $204.0K | 0.01% | −1,596−26.4% | Reduced |
| Flaharty Asset Management, LLC | 4,411 | $202.0K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,404 | $202.0K | 0.03% | +4,404 | New |
| Veriti Management LLC | 4,393 | $201.0K | 0.03% | +167+4.0% | Added |
| Brewin Dolphin Ltd | 4,265 | $195.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 4,242 | $194.0K | 0.06% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $190.0K | 0.08% | +3,221 | New |
| Tower Research Capital LLC (TRC) | 3,988 | $183.0K | 0.00% | −31,940−88.9% | Reduced |
| Parallel Advisors, LLC | 3,804 | $174.0K | 0.01% | +209+5.8% | Added |
| Lindbrook Capital, LLC | 3,716 | $170.0K | 0.03% | −170−4.4% | Reduced |
| City Holding Co | 3,700 | $169.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,533 | $162.0K | 0.02% | +3,533 | New |
| Quadrant Capital Group LLC | 3,148 | $144.0K | 0.02% | +497+18.7% | Added |
| First Horizon Advisors, Inc. | 2,998 | $137.0K | 0.00% | −44−1.4% | Reduced |
| Independence Bank of Kentucky | 2,844 | $130.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,111 | $129.0K | 0.00% | −253−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,456 | $112.5K | 0.00% | +2,456 | New |
| Macquarie Group Ltd | 2,396 | $110.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $109.0K | 0.03% | 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 |
| Credit Agricole S A | 2,231 | $102.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,087 | $95.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $92.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $87.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Central Trust Co | 1,796 | $82.0K | 0.00% | +600+50.2% | Added |
| Contravisory Investment Management, Inc. | 1,667 | $76.0K | 0.02% | +1,667 | New |
| Pacifica Partners Inc. | 1,604 | $75.0K | 0.05% | +444+38.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,525 | $70.0K | 0.00% | +13+0.9% | Added |
| Johnson Midwest Financial, LLC | 1,490 | $68.0K | 0.09% | +4+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,414 | $65.0K | 0.00% | −109−7.2% | Reduced |
| 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 |
| Meeder Asset Management Inc | 1,275 | $58.0K | 0.00% | +837+191.1% | Added |
| Allworth Financial LP | 1,248 | $57.0K | 0.00% | +43+3.6% | Added |
| Geneos Wealth Management Inc. | 1,199 | $55.0K | 0.00% | −2,765−69.8% | Reduced |
| Massmutual Trust Co FSB | 1,140 | $52.0K | 0.00% | −95−7.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,049 | $48.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $47.0K | 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 |
| MCF Advisors LLC | 890 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $39.0K | 0.00% | −63−6.8% | Reduced |
| Duncker Streett & Co Inc | 814 | $37.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $34.0K | 0.00% | 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 |
| Laurel Wealth Advisors LLC | 695 | $32.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $27.0K | 0.00% | +600 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 552 | $25.3K | 0.01% | 00.0% | Unchanged |