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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 5,262 | $209.0K | 0.01% | −1,304−19.9% | Reduced |
| Cozad Asset Management Inc | 5,387 | $214.0K | 0.03% | −131−2.4% | Reduced |
| Smithfield Trust Co | 5,394 | $214.0K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,407 | $214.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $215.0K | 0.00% | −6−0.1% | Reduced |
| Baird Financial Group, Inc. | 5,458 | $217.0K | 0.00% | −10.0% | Reduced |
| Advisory Resource Group | 5,575 | $222.0K | 0.07% | −24−0.4% | Reduced |
| Cerity Partners LLC | 5,664 | $226.0K | 0.00% | +5,664 | New |
| Huntington National Bank | 5,718 | $227.0K | 0.00% | +23+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,854 | $233.0K | 0.01% | +5,854 | New |
| Heathbridge Capital Management Ltd. | 6,000 | $239.0K | 0.11% | −400−6.3% | Reduced |
| Confluence Wealth Services, Inc. | 6,054 | $240.0K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,046 | $240.0K | 0.01% | +59+1.0% | Added |
| Pinnacle Associates Ltd | 6,153 | $245.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,224 | $247.0K | 0.00% | +1,112+21.8% | Added |
| Private Advisor Group, LLC | 6,247 | $248.0K | 0.00% | −4,151−39.9% | Reduced |
| K.J. Harrison & Partners Inc | 6,207 | $249.0K | 0.09% | −316−4.8% | Reduced |
| Stonebridge Capital Management Inc | 6,275 | $249.0K | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,289 | $250.0K | 0.00% | +6,289 | New |
| Old National Bancorp | 6,540 | $260.0K | 0.01% | −771−10.5% | Reduced |
| First National Trust Co | 6,591 | $262.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $265.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $266.1K | 0.00% | 00.0% | Unchanged |
| Davidson Trust Co | 7,003 | $278.0K | 0.27% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $278.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,024 | $279.0K | 0.06% | +1,800+34.5% | Added |
| Bridgefront Capital, LLC | 7,312 | $291.0K | 0.30% | +2,389+48.5% | Added |
| JustInvest LLC | 7,487 | $298.0K | 0.01% | −3,414−31.3% | Reduced |
| Ameriprise Financial Inc | 7,619 | $303.0K | 0.00% | −468−5.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 7,617 | $308.0K | 0.08% | −248−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,732 | $312.0K | 0.01% | +7,732 | New |
| West Family Investments, Inc. | 8,267 | $329.0K | 0.14% | +8,267 | New |
| Banque Pictet & Cie SA | 8,501 | $339.8K | 0.00% | +604+7.6% | Added |
| First Republic Investment Management, Inc. | 8,716 | $347.0K | 0.00% | +1,113+14.6% | Added |
| Tyler-Stone Wealth Management | 8,727 | $347.0K | 0.26% | +8,727 | New |
| Petrus Trust Company, LTA | 8,933 | $355.0K | 0.05% | +4,529+102.8% | Added |
| Ritholtz Wealth Management | 9,028 | $359.0K | 0.02% | +2,059+29.5% | Added |
| Vident Investment Advisory, LLC | 9,483 | $368.0K | 0.01% | −40.0% | Reduced |
| Glenmede Trust Co NA | 9,300 | $369.0K | 0.00% | +190+2.1% | Added |
| Balentine LLC | 9,385 | $373.0K | 0.01% | +4,583+95.4% | Added |
| Yousif Capital Management, LLC | 9,792 | $389.0K | 0.01% | +790+8.8% | Added |
| Woodstock Corp | 10,002 | $398.0K | 0.06% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 10,000 | $398.0K | 0.01% | +10,000 | New |
| Verition Fund Management LLC | 10,422 | $414.0K | 0.01% | −7,806−42.8% | Reduced |
| Engrave Wealth Partners LLC | 10,519 | $418.0K | 0.20% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,835 | $431.0K | 0.00% | −540−4.7% | Reduced |
| Claret Asset Management Corp | 10,852 | $431.0K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,026 | $440.0K | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 11,381 | $453.0K | 0.02% | +11,381 | New |
| Mariner, LLC | 11,612 | $462.0K | 0.00% | +11,612 | New |
| The PNC Financial Services Group, Inc. | 11,737 | $466.0K | 0.00% | +1,122+10.6% | Added |
| Kestra Advisory Services, LLC | 11,959 | $475.0K | 0.01% | +1,423+13.5% | Added |
| Mirova | 11,992 | $479.0K | 0.08% | −2,188−15.4% | Reduced |
| Tower Research Capital LLC (TRC) | 11,997 | $481.0K | 0.01% | +8,009+200.8% | Added |
| Cumberland Partners Ltd | 12,104 | $483.0K | 0.05% | −13,592−52.9% | Reduced |
| Quilter Plc | 12,300 | $488.0K | 0.02% | −58−0.5% | Reduced |
| Blair William & Co | 12,434 | $494.0K | 0.00% | +142+1.2% | Added |
| Fifth Third Bancorp | 12,534 | $498.0K | 0.00% | +3,641+40.9% | Added |
| Quantbot Technologies LP | 12,731 | $506.0K | 0.04% | −5,552−30.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,997 | $516.8K | 0.05% | +12,997 | New |
| Avantax Advisory Services, Inc. | 13,096 | $521.0K | 0.01% | +470+3.7% | Added |
| Brinker Capital Investments, LLC | 13,244 | $527.0K | 0.01% | +451+3.5% | Added |
| Washington Trust Co | 13,277 | $528.0K | 0.03% | −1,336−9.1% | Reduced |
| Capital World Investors | 13,749 | $547.0K | 0.00% | −15,220−52.5% | Reduced |
| State Street Corp | 13,932 | $554.0K | 0.00% | +516+3.8% | Added |
| King Luther Capital Management Corp | 14,272 | $567.0K | 0.00% | −25−0.2% | Reduced |
| Creative Planning | 14,294 | $568.0K | 0.00% | +4,761+49.9% | Added |
| Ontario Teachers Pension Plan Board | 14,469 | $575.0K | 0.01% | +5,575+62.7% | Added |
| Advisors Asset Management, Inc. | 14,585 | $580.0K | 0.01% | +1,638+12.7% | Added |
| Janney Montgomery Scott LLC | 14,841 | $590.0K | 0.00% | −776−5.0% | Reduced |
| Natixis | 15,431 | $618.0K | 0.00% | −115,476−88.2% | Reduced |
| XTX Topco Ltd | 15,983 | $635.0K | 0.16% | +11,203+234.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,101 | $640.0K | 0.00% | +1,784+12.5% | Added |
| SEI Investments Co | 16,350 | $650.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,691 | $663.0K | 0.00% | −11−0.1% | Reduced |
| AE Wealth Management LLC | 16,813 | $668.0K | 0.01% | +641+4.0% | Added |
| Van Eck Associates Corp | 16,877 | $670.0K | 0.00% | +1,836+12.2% | Added |
| Signaturefd, LLC | 16,944 | $674.0K | 0.02% | +3,022+21.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $675.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,084 | $679.0K | 0.01% | +4,934+40.6% | Added |
| HBK Sorce Advisory LLC | 18,000 | $716.0K | 0.05% | +18,000 | New |
| Rempart Asset Management Inc. | 18,506 | $737.0K | 0.19% | −1,831−9.0% | Reduced |
| PCJ Investment Counsel Ltd. | 18,550 | $737.0K | 0.36% | +18,550 | New |
| Metis Global Partners, LLC | 18,806 | $748.0K | 0.12% | −2,759−12.8% | Reduced |
| MQS Management LLC | 18,939 | $753.0K | 0.49% | +5,367+39.5% | Added |
| Comerica Bank | 18,744 | $775.0K | 0.01% | +790+4.4% | Added |
| HighTower Advisors, LLC | 19,934 | $794.0K | 0.00% | +5,734+40.4% | Added |
| LPL Financial LLC | 20,189 | $803.0K | 0.00% | +1,223+6.4% | Added |
| Baader Bank INC | 20,290 | $806.7K | 0.07% | +290+1.5% | Added |
| US Bancorp | 20,516 | $817.0K | 0.00% | +1,669+8.9% | Added |
| Marshall Wace, LLP | 21,043 | $837.0K | 0.00% | +11,643+123.9% | Added |
| Dynamic Technology Lab Private Ltd | 21,070 | $838.0K | 0.08% | +14,391+215.5% | Added |
| Mason & Associates Inc | 22,000 | $875.0K | 0.31% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,088 | $879.0K | 0.00% | +3,319+17.7% | Added |
| Stifel Financial Corp | 22,142 | $880.0K | 0.00% | +386+1.8% | Added |
| Wetherby Asset Management Inc | 22,724 | $904.0K | 0.06% | −2,140−8.6% | Reduced |
| Cetera Investment Advisers | 23,070 | $917.0K | 0.02% | +434+1.9% | Added |
| Envestnet Asset Management Inc | 23,323 | $927.0K | 0.00% | −2,054−8.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,400 | $931.0K | 0.01% | +11,400+95.0% | Added |
| Principal Financial Group Inc | 23,465 | $938.0K | 0.00% | −18,722−44.4% | Reduced |