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, Q3 2022
Institutional positions in Sun Life Financial Inc as of Sep 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
- +2 vs. Q2 2022
- Shares held
- 275.0M
- −9.52M (−3.3%) vs. Q2 2022
- Total value
- $11.0B
- −$2.09B (−15.9%) vs. Q2 2022
- New holders
- 35
- 137 more added
- Sold out
- 33
- 100 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,063,240 | $2.07B | 0.69% | −394,127−0.8% | Reduced |
| Vanguard Group Inc | 21,016,287 | $835.6M | 0.02% | +703,122+3.5% | Added |
| Mackenzie Financial Corp | 16,746,525 | $665.2M | 1.14% | −174,145−1.0% | Reduced |
| TD Asset Management Inc | 13,448,553 | $539.5M | 0.68% | −192,180−1.4% | Reduced |
| Bank of Montreal | 12,174,044 | $525.6M | 0.25% | −1,387,175−10.2% | Reduced |
| Bank of Nova Scotia | 11,268,456 | $448.5M | 1.43% | +2,594,565+29.9% | Added |
| Beutel, Goodman & Co Ltd. | 10,609,027 | $425.1M | 2.87% | −154,470−1.4% | Reduced |
| FIL Ltd | 9,551,208 | $379.8M | 0.49% | −2,425,246−20.3% | Reduced |
| CIBC World Markets Inc. | 8,245,563 | $327.6M | 1.41% | +78,628+1.0% | Added |
| CIBC Asset Management Inc | 7,260,550 | $289.9M | 1.31% | −900,445−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 6,489,099 | $260.6M | 0.18% | −119,446−1.8% | Reduced |
| 1832 Asset Management L.P. | 6,198,490 | $246.5M | 0.53% | −27,894−0.4% | Reduced |
| Norges Bank | 5,899,480 | $234.3M | 0.06% | +97,886+1.7% | Added |
| FMR LLC | 5,786,748 | $230.1M | 0.02% | +224,014+4.0% | Added |
| Toronto Dominion Bank | 4,501,573 | $181.3M | 0.32% | +786,976+21.2% | Added |
| Legal & General Group Plc | 3,771,133 | $150.8M | 0.06% | −225,734−5.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,741,600 | $148.6M | 0.97% | +84,832+2.3% | Added |
| Letko, Brosseau & Associates Inc | 3,129,097 | $125.1M | 2.48% | +51,200+1.7% | Added |
| Scotia Capital Inc. | 2,888,545 | $114.8M | 0.93% | +91,975+3.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,675,635 | $110.1M | 1.31% | +53,900+2.1% | Added |
| JPMorgan Chase & Co | 2,703,287 | $107.5M | 0.02% | +141,869+5.5% | Added |
| Swiss National Bank | 2,636,100 | $105.7M | 0.08% | +13,800+0.5% | Added |
| Amundi | 2,369,278 | $99.2M | 0.06% | +65,614+2.8% | Added |
| Bank of America Corp | 2,302,092 | $91.5M | 0.01% | +703,903+44.0% | Added |
| TD Waterhouse Canada Inc. | 1,556,324 | $87.7M | 1.00% | +57,813+3.9% | Added |
| Morgan Stanley | 2,176,230 | $86.5M | 0.01% | +800,267+58.2% | Added |
| Canada Pension Plan Investment Board | 2,054,565 | $82.1M | 0.14% | +770,965+60.1% | Added |
| Geode Capital Management, LLC | 1,888,499 | $75.8M | 0.01% | +152,333+8.8% | Added |
| National Bank of Canada | 1,871,723 | $74.4M | 0.43% | +54,399+3.0% | Added |
| Alberta Investment Management Corp | 1,849,272 | $73.9M | 0.57% | −74,368−3.9% | Reduced |
| Agf Investments Inc. | 1,856,763 | $73.8M | 0.70% | +385,995+26.2% | Added |
| Man Group plc | 1,700,011 | $68.0M | 0.32% | – | – |
| Dimensional Fund Advisors LP | 1,702,232 | $67.7M | 0.03% | +433,371+34.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,676,114 | $66.8M | 0.05% | −39,267−2.3% | Reduced |
| Invesco Ltd. | 1,639,974 | $65.2M | 0.02% | −41,135−2.4% | Reduced |
| First Trust Advisors LP | 1,564,396 | $62.2M | 0.08% | +208,071+15.3% | Added |
| Goldman Sachs Group Inc | 1,464,975 | $58.2M | 0.02% | +413,260+39.3% | Added |
| British Columbia Investment Management Corp | 1,447,701 | $57.5M | 0.65% | −555,025−27.7% | Reduced |
| Value Partners Investments Inc. | 1,431,611 | $57.4M | 5.73% | +145,786+11.3% | Added |
| QV Investors Inc. | 1,237,705 | $49.5M | 4.78% | +126,310+11.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $48.7M | 0.14% | −78,800−6.1% | Reduced |
| Credit Suisse AG | 833,983 | $45.8M | 0.05% | −16,138−1.9% | Reduced |
| HSBC Holdings PLC | 1,097,004 | $44.0M | 0.08% | +52,223+5.0% | Added |
| Franklin Resources Inc | 1,089,286 | $43.3M | 0.02% | −13,242−1.2% | Reduced |
| Millennium Management LLC | 1,066,778 | $42.4M | 0.05% | +501,545+88.7% | Added |
| DekaBank Deutsche Girozentrale | 845,616 | $33.8M | 0.10% | −12,818−1.5% | Reduced |
| Cardinal Capital Management, Inc. | 771,328 | $30.9M | 1.88% | +177,230+29.8% | Added |
| Russell Investments Group, Ltd. | 742,436 | $29.7M | 0.07% | −17,498−2.3% | Reduced |
| Montrusco Bolton Investments Inc. | 729,197 | $29.2M | 0.77% | −9,139−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 727,663 | $28.9M | 1.16% | +57,532+8.6% | Added |
| Fiera Capital Corp | 775,457 | $28.8M | 0.10% | −24,071−3.0% | Reduced |
| Bank of New York Mellon Corp | 719,814 | $28.6M | 0.01% | +10,829+1.5% | Added |
| Deutsche Bank AG | 672,684 | $26.7M | 0.02% | +42,592+6.8% | Added |
| Korea Investment CORP | 598,062 | $23.9M | 0.07% | +182,259+43.8% | Added |
| Cidel Asset Management Inc | 591,402 | $23.6M | 1.12% | +2,101+0.4% | Added |
| BlackRock Inc. | 592,269 | $23.5M | 0.00% | +3,617+0.6% | Added |
| Pictet Asset Management SA | 577,249 | $23.1M | 0.03% | +33,156+6.1% | Added |
| Price T Rowe Associates Inc | 519,681 | $20.7M | 0.00% | −15,502,156−96.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 500,000 | $19.9M | 0.10% | +300,000+150.0% | Added |
| Gluskin Sheff & Assoc Inc | 470,625 | $18.7M | 1.12% | +820.0% | Added |
| AXA S.A. | 470,660 | $18.7M | 0.07% | +273,259+138.4% | Added |
| Todd Asset Management LLC | 444,670 | $17.7M | 0.49% | −88,394−16.6% | Reduced |
| Intact Investment Management Inc. | 314,156 | $17.2M | 0.57% | −765,550−70.9% | Reduced |
| D. E. Shaw & Co., Inc. | 432,470 | $17.2M | 0.03% | +90,000+26.3% | Added |
| Citadel Advisors LLC | 429,720 | $17.1M | 0.02% | −36,450−7.8% | Reduced |
| Guardian Capital LP | 418,654 | $16.7M | 0.58% | +3,940+1.0% | Added |
| Great West Life Assurance Co | 413,930 | $16.5M | 0.05% | −18,132−4.2% | Reduced |
| Brookfield Asset Management Inc. | 388,265 | $15.4M | 0.06% | +388,265 | New |
| Aviva PLC | 382,028 | $15.3M | 0.09% | +150,106+64.7% | Added |
| UBS Group AG | 357,088 | $14.2M | 0.01% | +55,434+18.4% | Added |
| Candriam Luxembourg S.C.A. | 333,665 | $13.3M | 0.09% | +318,990+2,173.7% | Added |
| LGT Group Foundation | 328,224 | $13.0M | 0.51% | −3,168−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 323,145 | $12.9M | 0.14% | −23,500−6.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 314,500 | $12.5M | 0.21% | +314,500 | New |
| Voloridge Investment Management, LLC | 312,448 | $12.4M | 0.07% | −78,952−20.2% | Reduced |
| Prudential PLC | 302,474 | $12.0M | 0.19% | −9,301−3.0% | Reduced |
| Renaissance Technologies LLC | 280,600 | $11.2M | 0.02% | −367,200−56.7% | Reduced |
| Northern Trust Corp | 270,910 | $10.8M | 0.00% | −9,741−3.5% | Reduced |
| Jarislowsky, Fraser Ltd | 266,670 | $10.7M | 0.07% | −4,046−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 254,062 | $10.1M | 0.28% | +8,065+3.3% | Added |
| Neuberger Berman Group LLC | 250,672 | $10.1M | 0.01% | −42,247−14.4% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $9.97M | 0.60% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 246,400 | $9.85M | 0.12% | +27,900+12.8% | Added |
| Hillsdale Investment Management Inc. | 236,600 | $9.39M | 0.85% | +106,830+82.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 228,152 | $9.07M | 0.07% | −10,952−4.6% | Reduced |
| Bank of Nova Scotia Trust Co | 225,710 | $8.97M | 1.02% | +7,443+3.4% | Added |
| Acadian Asset Management LLC | 223,900 | $8.95M | 0.05% | +223,900 | New |
| Teachers Retirement System of the State of Kentucky | 222,660 | $8.85M | 0.10% | +222,660 | New |
| State of Wisconsin Investment Board | 214,351 | $8.57M | 0.03% | −200,604−48.3% | Reduced |
| Guardian Capital Advisors LP | 187,549 | $7.37M | 0.92% | −5,941−3.1% | Reduced |
| Allianz Asset Management GmbH | 177,104 | $7.08M | 0.02% | +45,262+34.3% | Added |
| Addenda Capital Inc. | 123,452 | $6.78M | 0.31% | +99,732+420.5% | Added |
| Unigestion Holding SA | 164,712 | $6.55M | 0.38% | −7,273−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 154,367 | $6.17M | 0.04% | −28,111−15.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 149,958 | $5.96M | 0.11% | −26,909−15.2% | Reduced |
| Citigroup Inc | 146,928 | $5.87M | 0.01% | −32,622−18.2% | Reduced |
| Triasima Portfolio Management inc. | 145,905 | $5.80M | 0.47% | −305,300−67.7% | Reduced |
| Public Sector Pension Investment Board | 144,992 | $5.80M | 0.05% | +58,963+68.5% | Added |
| SIG North Trading, ULC | 140,483 | $5.58M | 2.00% | +110,207+364.0% | Added |
| Barclays PLC | 135,241 | $5.38M | 0.01% | −31,931−19.1% | Reduced |