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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 24,342 | $968.0K | 0.03% | −5,331−18.0% | Reduced |
| Wambolt & Associates, LLC | 24,520 | $975.0K | 0.41% | −150−0.6% | Reduced |
| JCIC Asset Management Inc. | 23,046 | $979.0K | 0.45% | +455+2.0% | Added |
| Natixis Advisors, L.P. | 25,469 | $1.01M | 0.00% | +12,956+103.5% | Added |
| Erste Asset Management GmbH | 25,500 | $1.02M | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 25,820 | $1.04M | 0.34% | +2,767+12.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,487 | $1.05M | 0.00% | −1,697−6.0% | Reduced |
| M&T Bank Corp | 26,804 | $1.07M | 0.00% | +151+0.6% | Added |
| United Services Automobile Association | 29,668 | $1.18M | 0.03% | +3,424+13.0% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.19M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 30,315 | $1.21M | 0.00% | +1,476+5.1% | Added |
| Trexquant Investment LP | 30,484 | $1.21M | 0.04% | +18,278+149.7% | Added |
| Voya Investment Management LLC | 32,161 | $1.29M | 0.00% | +22,456+231.4% | Added |
| PDT Partners, LLC | 33,748 | $1.34M | 0.20% | +33,748 | New |
| Mitsubishi UFJ Trust & Banking Corp | 34,484 | $1.39M | 0.00% | −10,541−23.4% | Reduced |
| Pearl River Capital, LLC | 35,204 | $1.40M | 0.26% | +35,204 | New |
| Ossiam | 35,034 | $1.40M | 0.04% | +35,034 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,550 | $1.54M | 0.09% | 00.0% | Unchanged |
| Unison Advisors LLC | 42,053 | $1.67M | 0.31% | +350+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 42,913 | $1.71M | 0.39% | +42,913 | New |
| Dorchester Wealth Management Co | 43,175 | $1.72M | 0.38% | −100−0.2% | Reduced |
| Vontobel Holding Ltd. | 44,823 | $1.78M | 0.02% | +4,442+11.0% | Added |
| Cipher Capital LP | 45,717 | $1.82M | 0.30% | +26,124+133.3% | Added |
| Magnetar Financial LLC | 46,132 | $1.83M | 0.03% | −699−1.5% | Reduced |
| Alliancebernstein L.P. | 46,859 | $1.86M | 0.00% | +552+1.2% | Added |
| Kraematon Investment Advisors, Inc | 48,166 | $1.92M | 2.47% | −665−1.4% | Reduced |
| Aigen Investment Management, LP | 50,006 | $1.99M | 0.29% | −11,474−18.7% | Reduced |
| American Century Companies Inc | 50,456 | $2.01M | 0.00% | +6,451+14.7% | Added |
| Commonwealth Equity Services, LLC | 52,505 | $2.09M | 0.01% | +305+0.6% | Added |
| ClariVest Asset Management LLC | 55,080 | $2.20M | 0.11% | −1,110−2.0% | Reduced |
| Wellington Management Group LLP | 57,285 | $2.29M | 0.00% | +57,285 | New |
| PEAK6 Investments LLC | 57,753 | $2.30M | 0.09% | +39,946+224.3% | Added |
| Assenagon Asset Management S.A. | 58,055 | $2.32M | 0.01% | +4,026+7.5% | Added |
| Balyasny Asset Management LLC | 63,051 | $2.51M | 0.01% | +46,379+278.2% | Added |
| Quadrature Capital Ltd | 70,200 | $2.82M | 0.09% | +57,300+444.2% | Added |
| APG Asset Management N.V. | 71,378 | $2.91M | 0.01% | +53,300+294.8% | Added |
| Burney Co | 73,297 | $2.91M | 0.16% | +52,732+256.4% | Added |
| Janus Henderson Group PLC | 73,581 | $2.94M | 0.00% | −8,500−10.4% | Reduced |
| Swiss Life Asset Management Ltd | 79,936 | $3.19M | 0.06% | +79,936 | New |
| USS Investment Management Ltd | 84,350 | $3.35M | 0.05% | −43,341−33.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 92,428 | $3.70M | 1.80% | −1,355−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 93,180 | $3.71M | 0.03% | +34,476+58.7% | Added |
| BNP Paribas Arbitrage, SA | 97,261 | $3.87M | 0.01% | +94,805+3,860.1% | Added |
| Power Corp of Canada | 98,333 | $3.91M | 0.58% | +98,333 | New |
| Jane Street Group, LLC | 103,897 | $4.13M | 0.01% | +34,497+49.7% | Added |
| Wells Fargo & Company | 104,333 | $4.15M | 0.00% | +4,538+4.5% | Added |
| AlphaCrest Capital Management LLC | 109,346 | $4.35M | 0.26% | −22,902−17.3% | Reduced |
| Shell Asset Management Co | 118,676 | $4.74M | 0.18% | −30,191−20.3% | Reduced |
| Andra AP-fonden | 87,500 | $4.81M | 0.16% | +47,100+116.6% | Added |
| Motco | 122,490 | $4.87M | 0.39% | +8,937+7.9% | Added |
| Qube Research & Technologies Ltd | 123,580 | $4.91M | 0.03% | −49,571−28.6% | Reduced |
| Credential Qtrade Securities Inc. | 132,250 | $5.26M | 0.41% | +7,869+6.3% | Added |
| Barclays PLC | 135,241 | $5.38M | 0.01% | −31,931−19.1% | Reduced |
| SIG North Trading, ULC | 140,483 | $5.58M | 2.00% | +110,207+364.0% | Added |
| Public Sector Pension Investment Board | 144,992 | $5.80M | 0.05% | +58,963+68.5% | Added |
| Triasima Portfolio Management inc. | 145,905 | $5.80M | 0.47% | −305,300−67.7% | Reduced |
| Citigroup Inc | 146,928 | $5.87M | 0.01% | −32,622−18.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 149,958 | $5.96M | 0.11% | −26,909−15.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 154,367 | $6.17M | 0.04% | −28,111−15.4% | Reduced |
| Unigestion Holding SA | 164,712 | $6.55M | 0.38% | −7,273−4.2% | Reduced |
| Addenda Capital Inc. | 123,452 | $6.78M | 0.31% | +99,732+420.5% | Added |
| Allianz Asset Management GmbH | 177,104 | $7.08M | 0.02% | +45,262+34.3% | Added |
| Guardian Capital Advisors LP | 187,549 | $7.37M | 0.92% | −5,941−3.1% | Reduced |
| State of Wisconsin Investment Board | 214,351 | $8.57M | 0.03% | −200,604−48.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $8.85M | 0.10% | +222,660 | New |
| Acadian Asset Management LLC | 223,900 | $8.95M | 0.05% | +223,900 | New |
| Bank of Nova Scotia Trust Co | 225,710 | $8.97M | 1.02% | +7,443+3.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 228,152 | $9.07M | 0.07% | −10,952−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 236,600 | $9.39M | 0.85% | +106,830+82.3% | Added |
| Forsta Ap-Fonden | 246,400 | $9.85M | 0.12% | +27,900+12.8% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $9.97M | 0.60% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 250,672 | $10.1M | 0.01% | −42,247−14.4% | Reduced |
| Crossmark Global Holdings, Inc. | 254,062 | $10.1M | 0.28% | +8,065+3.3% | Added |
| Jarislowsky, Fraser Ltd | 266,670 | $10.7M | 0.07% | −4,046−1.5% | Reduced |
| Northern Trust Corp | 270,910 | $10.8M | 0.00% | −9,741−3.5% | Reduced |
| Renaissance Technologies LLC | 280,600 | $11.2M | 0.02% | −367,200−56.7% | Reduced |
| Prudential PLC | 302,474 | $12.0M | 0.19% | −9,301−3.0% | Reduced |
| Voloridge Investment Management, LLC | 312,448 | $12.4M | 0.07% | −78,952−20.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 314,500 | $12.5M | 0.21% | +314,500 | New |
| Mn Services Vermogensbeheer B.V. | 323,145 | $12.9M | 0.14% | −23,500−6.8% | Reduced |
| LGT Group Foundation | 328,224 | $13.0M | 0.51% | −3,168−1.0% | Reduced |
| Candriam Luxembourg S.C.A. | 333,665 | $13.3M | 0.09% | +318,990+2,173.7% | Added |
| UBS Group AG | 357,088 | $14.2M | 0.01% | +55,434+18.4% | Added |
| Aviva PLC | 382,028 | $15.3M | 0.09% | +150,106+64.7% | Added |
| Brookfield Asset Management Inc. | 388,265 | $15.4M | 0.06% | +388,265 | New |
| Great West Life Assurance Co | 413,930 | $16.5M | 0.05% | −18,132−4.2% | Reduced |
| Guardian Capital LP | 418,654 | $16.7M | 0.58% | +3,940+1.0% | Added |
| Citadel Advisors LLC | 429,720 | $17.1M | 0.02% | −36,450−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 432,470 | $17.2M | 0.03% | +90,000+26.3% | Added |
| Intact Investment Management Inc. | 314,156 | $17.2M | 0.57% | −765,550−70.9% | Reduced |
| Todd Asset Management LLC | 444,670 | $17.7M | 0.49% | −88,394−16.6% | Reduced |
| AXA S.A. | 470,660 | $18.7M | 0.07% | +273,259+138.4% | Added |
| Gluskin Sheff & Assoc Inc | 470,625 | $18.7M | 1.12% | +820.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 500,000 | $19.9M | 0.10% | +300,000+150.0% | Added |
| Price T Rowe Associates Inc | 519,681 | $20.7M | 0.00% | −15,502,156−96.8% | Reduced |
| Pictet Asset Management SA | 577,249 | $23.1M | 0.03% | +33,156+6.1% | Added |
| BlackRock Inc. | 592,269 | $23.5M | 0.00% | +3,617+0.6% | Added |
| Cidel Asset Management Inc | 591,402 | $23.6M | 1.12% | +2,101+0.4% | Added |
| Korea Investment CORP | 598,062 | $23.9M | 0.07% | +182,259+43.8% | Added |
| Deutsche Bank AG | 672,684 | $26.7M | 0.02% | +42,592+6.8% | Added |