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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
Mark Sheptoff Financial Planning, LLC530$24.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC509$23.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc499$23.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC500$23.0K0.03%00.0%Unchanged
Rockefeller Capital Management L.P.505$23.0K0.00%+505New
Total Clarity Wealth Management, Inc.500$23.0K0.01%+500New
Global Retirement Partners, LLC470$22.0K0.00%−250−34.7%Reduced
Atticus Wealth Management, LLC491$22.0K0.01%00.0%Unchanged
Covington Capital Management461$21.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC452$21.0K0.00%+452New
Glassman Wealth Services445$20.0K0.00%−143−24.3%Reduced
TFC Financial Management392$18.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC367$17.0K0.00%+163+79.9%Added
FAI Wealth Management367$16.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.355$16.0K0.00%00.0%Unchanged
Lazard Asset Management LLC329$15.0K0.00%00.0%Unchanged
Private Trust Co NA335$15.0K0.00%+335New
Antonetti Capital Management LLC304$14.0K0.01%−100−24.8%Reduced
Philo Smith Capital Corp300$13.7K0.01%00.0%Unchanged
Tacita Capital Inc275$13.0K0.01%−6,820−96.1%Reduced
Your Advocates Ltd., LLP275$13.0K0.01%00.0%Unchanged
Capital Analysts, LLC262$12.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC242$11.0K0.01%00.0%Unchanged
Addison Advisors LLC243$11.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC234$11.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc225$10.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC187$9.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.165$8.00K0.00%−610−78.7%Reduced
Exchange Traded Concepts, LLC178$8.00K0.00%−107−37.5%Reduced
Baystate Wealth Management LLC169$8.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.137$8.00K0.00%+137New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC171$7.00K0.00%+1+0.6%Added
Ancora Advisors, LLC148$7.00K0.00%00.0%Unchanged
Versant Capital Management, Inc146$7.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.136$6.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.119$5.00K0.00%00.0%Unchanged
Evoke Wealth, LLC100$5.00K0.00%00.0%Unchanged
Key Financial Inc99$5.00K0.00%00.0%Unchanged
Goodwin Investment Advisory109$4.99K0.00%+109New
JFS Wealth Advisors, LLC92$4.00K0.00%−25−21.4%Reduced
PFG Private Wealth Management, LLC94$4.00K0.00%+42+80.8%Added
Bell Investment Advisors, Inc89$4.00K0.00%+89New
Glen Eagle Advisors, LLC84$3.85K0.00%00.0%Unchanged
Earnest Partners LLC70$3.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC65$3.00K0.00%00.0%Unchanged
Schubert & Co62$3.00K0.00%+62New
Fieldpoint Private Securities, LLC36$2.00K0.00%−513−93.4%Reduced
Disciplined Investments, LLC48$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC25$1.15K0.00%00.0%Unchanged
Mascoma Wealth Management LLC20$1.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC1$00.00%+1New
Steward Financial Group LLC20$00.00%+20New
North Star Investment Management Corp.0$00.00%−500−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−334,725−100.0%Sold out
Power Corp of Canada0$00.00%−96,633−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−19,746−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−18,000−100.0%Sold out
Fayez Sarofim & Co0$00.00%−9,132−100.0%Sold out
Seven Eight Capital, LP0$00.00%−7,939−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−7,660−100.0%Sold out
Corient Capital Partners, LLC0$00.00%−6,364−100.0%Sold out
Unio Capital LLC0$00.00%−5,738−100.0%Sold out
Capital International Investors0$00.00%−5,374−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−4,646−100.0%Sold out
Rathbone Brothers plc0$00.00%−4,334−100.0%Sold out
Pathway Financial Advisors LLC0$00.00%−4,339−100.0%Sold out
Argent Trust Co0$00.00%−4,177−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−4,151−100.0%Sold out
Mitchell McLeod Pugh & Williams Inc0$00.00%−3,848−100.0%Sold out
West Family Investments, Inc.0$00.00%−3,794−100.0%Sold out
BancorpSouth Bank0$00.00%−3,712−100.0%Sold out
Virtu Financial LLC0$00.00%−3,710−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−3,394−100.0%Sold out
Sandy Cove Advisors, LLC0$00.00%−2,080−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,651−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,200−100.0%Sold out
Freedman Financial Associates, Inc.0$00.00%−842−100.0%Sold out
Asset Dedication, LLC0$00.00%−787−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−600−100.0%Sold out
Money Concepts Capital Corp0$00.00%−559−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−519−100.0%Sold out
TCWP LLC0$00.00%−496−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−395−100.0%Sold out
Dravo Bay LLC0$00.00%−187−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−186−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−177−100.0%Sold out
Simplex Trading, LLC0$00.00%−111−100.0%Sold out
DeDora Capital, Inc.0$00.00%−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