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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 25 | $994 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 79 | $3.00K | 0.00% | +17+27.4% | Added |
| Glen Eagle Advisors, LLC | 84 | $3.34K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.36K | 0.00% | +94 | New |
| Exchange Traded Concepts, LLC | 126 | $5.00K | 0.00% | −52−29.2% | Reduced |
| Oakworth Capital, Inc. | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $5.00K | 0.00% | +30+32.6% | Added |
| Ancora Advisors, LLC | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $6.00K | 0.00% | +1+0.6% | Added |
| Versant Capital Management, Inc | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $6.00K | 0.00% | +62+69.7% | Added |
| Private Trust Co NA | 173 | $7.00K | 0.00% | −162−48.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 178 | $7.00K | 0.00% | +178 | New |
| Trustcore Financial Services, LLC | 234 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $10.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $12.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 367 | $14.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 378 | $16.0K | 0.00% | −92−19.6% | Reduced |
| TFC Financial Management | 392 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $16.0K | 0.02% | +400 | New |
| Simplex Trading, LLC | 430 | $17.0K | 0.00% | +430 | New |
| Covington Capital Management | 461 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 499 | $19.0K | 0.00% | −700−58.4% | Reduced |
| AdvisorNet Financial, Inc | 472 | $19.0K | 0.00% | −27−5.4% | Reduced |
| Clearstead Advisors, LLC | 509 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $20.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 505 | $20.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 514 | $20.0K | 0.00% | +69+15.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $21.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $22.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 576 | $24.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 660 | $26.0K | 0.00% | +660 | New |
| First Manhattan Co | 724 | $28.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 695 | $28.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $30.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 743 | $30.0K | 0.02% | +500+205.8% | Added |
| Asset Dedication, LLC | 787 | $31.0K | 0.00% | +787 | New |
| Duncker Streett & Co Inc | 814 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 794 | $32.0K | 0.01% | +793+79,300.0% | Added |
| Whittier Trust Co | 862 | $34.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 997 | $40.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,001 | $40.0K | 0.00% | −10−1.0% | Reduced |
| Cowa, LLC | 1,000 | $40.0K | 0.03% | +1,000 | New |
| Vigilant Capital Management, LLC | 1,025 | $41.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $42.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,097 | $43.6K | 0.02% | +1,097 | New |
| Old North State Trust, LLC | 1,129 | $45.0K | 0.04% | +1,129 | New |
| Massmutual Trust Co FSB | 1,151 | $46.0K | 0.00% | +11+1.0% | Added |
| Abound Wealth Management | 1,265 | $50.3K | 0.03% | +1,265 | New |
| Meeder Asset Management Inc | 1,275 | $51.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,280 | $51.0K | 0.00% | +1,280 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $52.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,308 | $52.0K | 0.03% | +2+0.2% | Added |
| Allworth Financial LP | 1,305 | $52.0K | 0.00% | +57+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,401 | $56.0K | 0.00% | −13−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,275 | $58.0K | 0.00% | +1,138+830.7% | Added |
| Johnson Midwest Financial, LLC | 1,501 | $60.0K | 0.23% | +11+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,525 | $61.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,690 | $67.0K | 0.02% | +23+1.4% | Added |
| Pacifica Partners Inc. | 1,604 | $67.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 1,796 | $71.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $74.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $76.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,089 | $83.0K | 0.00% | +2+0.1% | Added |
| Harbour Investments, Inc. | 1,871 | $86.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $89.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $95.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $95.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,454 | $99.0K | 0.00% | +189+8.3% | Added |
| Independence Bank of Kentucky | 2,844 | $113.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,998 | $119.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $128.0K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,159 | $131.0K | 0.00% | +48+1.5% | Added |
| Lindbrook Capital, LLC | 3,526 | $140.0K | 0.02% | −190−5.1% | Reduced |
| Parallel Advisors, LLC | 3,585 | $143.0K | 0.01% | −219−5.8% | Reduced |
| City Holding Co | 3,700 | $147.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,432 | $176.0K | 0.02% | +1,284+40.8% | Added |
| Gulf International Bank (UK) Ltd | 4,759 | $189.0K | 0.00% | −1,289−21.3% | Reduced |
| Northwest Bancshares, Inc. | 5,033 | $200.0K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 5,037 | $200.0K | 0.03% | +644+14.7% | Added |
| Rathbone Brothers plc | 5,105 | $204.0K | 0.00% | +5,105 | New |
| Running Point Capital Advisors, LLC | 5,178 | $206.0K | 0.14% | −188−3.5% | Reduced |
| Eaton Vance Management | 5,179 | $206.0K | 0.00% | −6−0.1% | Reduced |