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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 719,814 | $28.6M | 0.01% | +10,829+1.5% | Added |
| Fiera Capital Corp | 775,457 | $28.8M | 0.10% | −24,071−3.0% | Reduced |
| Northwest & Ethical Investments L.P. | 727,663 | $28.9M | 1.16% | +57,532+8.6% | Added |
| Montrusco Bolton Investments Inc. | 729,197 | $29.2M | 0.77% | −9,139−1.2% | Reduced |
| Russell Investments Group, Ltd. | 742,436 | $29.7M | 0.07% | −17,498−2.3% | Reduced |
| Cardinal Capital Management, Inc. | 771,328 | $30.9M | 1.88% | +177,230+29.8% | Added |
| DekaBank Deutsche Girozentrale | 845,616 | $33.8M | 0.10% | −12,818−1.5% | Reduced |
| Millennium Management LLC | 1,066,778 | $42.4M | 0.05% | +501,545+88.7% | Added |
| Franklin Resources Inc | 1,089,286 | $43.3M | 0.02% | −13,242−1.2% | Reduced |
| HSBC Holdings PLC | 1,097,004 | $44.0M | 0.08% | +52,223+5.0% | Added |
| Credit Suisse AG | 833,983 | $45.8M | 0.05% | −16,138−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $48.7M | 0.14% | −78,800−6.1% | Reduced |
| QV Investors Inc. | 1,237,705 | $49.5M | 4.78% | +126,310+11.4% | Added |
| Value Partners Investments Inc. | 1,431,611 | $57.4M | 5.73% | +145,786+11.3% | Added |
| British Columbia Investment Management Corp | 1,447,701 | $57.5M | 0.65% | −555,025−27.7% | Reduced |
| Goldman Sachs Group Inc | 1,464,975 | $58.2M | 0.02% | +413,260+39.3% | Added |
| First Trust Advisors LP | 1,564,396 | $62.2M | 0.08% | +208,071+15.3% | Added |
| Invesco Ltd. | 1,639,974 | $65.2M | 0.02% | −41,135−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,676,114 | $66.8M | 0.05% | −39,267−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,702,232 | $67.7M | 0.03% | +433,371+34.2% | Added |
| Man Group plc | 1,700,011 | $68.0M | 0.32% | – | – |
| Agf Investments Inc. | 1,856,763 | $73.8M | 0.70% | +385,995+26.2% | Added |
| Alberta Investment Management Corp | 1,849,272 | $73.9M | 0.57% | −74,368−3.9% | Reduced |
| National Bank of Canada | 1,871,723 | $74.4M | 0.43% | +54,399+3.0% | Added |
| Geode Capital Management, LLC | 1,888,499 | $75.8M | 0.01% | +152,333+8.8% | Added |
| Canada Pension Plan Investment Board | 2,054,565 | $82.1M | 0.14% | +770,965+60.1% | Added |
| Morgan Stanley | 2,176,230 | $86.5M | 0.01% | +800,267+58.2% | Added |
| TD Waterhouse Canada Inc. | 1,556,324 | $87.7M | 1.00% | +57,813+3.9% | Added |
| Bank of America Corp | 2,302,092 | $91.5M | 0.01% | +703,903+44.0% | Added |
| Amundi | 2,369,278 | $99.2M | 0.06% | +65,614+2.8% | Added |
| Swiss National Bank | 2,636,100 | $105.7M | 0.08% | +13,800+0.5% | Added |
| JPMorgan Chase & Co | 2,703,287 | $107.5M | 0.02% | +141,869+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,675,635 | $110.1M | 1.31% | +53,900+2.1% | Added |
| Scotia Capital Inc. | 2,888,545 | $114.8M | 0.93% | +91,975+3.3% | Added |
| Letko, Brosseau & Associates Inc | 3,129,097 | $125.1M | 2.48% | +51,200+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,741,600 | $148.6M | 0.97% | +84,832+2.3% | Added |
| Legal & General Group Plc | 3,771,133 | $150.8M | 0.06% | −225,734−5.6% | Reduced |
| Toronto Dominion Bank | 4,501,573 | $181.3M | 0.32% | +786,976+21.2% | Added |
| FMR LLC | 5,786,748 | $230.1M | 0.02% | +224,014+4.0% | Added |
| Norges Bank | 5,899,480 | $234.3M | 0.06% | +97,886+1.7% | Added |
| 1832 Asset Management L.P. | 6,198,490 | $246.5M | 0.53% | −27,894−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,489,099 | $260.6M | 0.18% | −119,446−1.8% | Reduced |
| CIBC Asset Management Inc | 7,260,550 | $289.9M | 1.31% | −900,445−11.0% | Reduced |
| CIBC World Markets Inc. | 8,245,563 | $327.6M | 1.41% | +78,628+1.0% | Added |
| FIL Ltd | 9,551,208 | $379.8M | 0.49% | −2,425,246−20.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,609,027 | $425.1M | 2.87% | −154,470−1.4% | Reduced |
| Bank of Nova Scotia | 11,268,456 | $448.5M | 1.43% | +2,594,565+29.9% | Added |
| Bank of Montreal | 12,174,044 | $525.6M | 0.41% | −1,387,175−10.2% | Reduced |
| TD Asset Management Inc | 13,448,553 | $539.5M | 0.68% | −192,180−1.4% | Reduced |
| Mackenzie Financial Corp | 16,746,525 | $665.2M | 1.14% | −174,145−1.0% | Reduced |
| Vanguard Group Inc | 21,016,287 | $835.6M | 0.02% | +703,122+3.5% | Added |
| Royal Bank of Canada | 52,063,240 | $2.07B | 0.69% | −394,127−0.8% | Reduced |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −273,865−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −237,757−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −48,439−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,436−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −22,526−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,266−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −6,822−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −6,093−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −4,453−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Philo Smith Capital Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |