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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 132,250 | $5.26M | 0.41% | +7,869+6.3% | Added |
| Qube Research & Technologies Ltd | 123,580 | $4.91M | 0.03% | −49,571−28.6% | Reduced |
| Motco | 122,490 | $4.87M | 0.39% | +8,937+7.9% | Added |
| Andra AP-fonden | 87,500 | $4.81M | 0.16% | +47,100+116.6% | Added |
| Shell Asset Management Co | 118,676 | $4.74M | 0.18% | −30,191−20.3% | Reduced |
| AlphaCrest Capital Management LLC | 109,346 | $4.35M | 0.26% | −22,902−17.3% | Reduced |
| Wells Fargo & Company | 104,333 | $4.15M | 0.00% | +4,538+4.5% | Added |
| Jane Street Group, LLC | 103,897 | $4.13M | 0.01% | +34,497+49.7% | Added |
| Power Corp of Canada | 98,333 | $3.91M | 0.58% | +98,333 | New |
| BNP Paribas Arbitrage, SA | 97,261 | $3.87M | 0.01% | +94,805+3,860.1% | Added |
| Cubist Systematic Strategies, LLC | 93,180 | $3.71M | 0.03% | +34,476+58.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 92,428 | $3.70M | 1.80% | −1,355−1.4% | Reduced |
| USS Investment Management Ltd | 84,350 | $3.35M | 0.05% | −43,341−33.9% | Reduced |
| Swiss Life Asset Management Ltd | 79,936 | $3.19M | 0.06% | +79,936 | New |
| Janus Henderson Group PLC | 73,581 | $2.94M | 0.00% | −8,500−10.4% | Reduced |
| Burney Co | 73,297 | $2.91M | 0.16% | +52,732+256.4% | Added |
| APG Asset Management N.V. | 71,378 | $2.91M | 0.01% | +53,300+294.8% | Added |
| Quadrature Capital Ltd | 70,200 | $2.82M | 0.09% | +57,300+444.2% | Added |
| Balyasny Asset Management LLC | 63,051 | $2.51M | 0.01% | +46,379+278.2% | Added |
| Assenagon Asset Management S.A. | 58,055 | $2.32M | 0.01% | +4,026+7.5% | Added |
| PEAK6 Investments LLC | 57,753 | $2.30M | 0.09% | +39,946+224.3% | Added |
| Wellington Management Group LLP | 57,285 | $2.29M | 0.00% | +57,285 | New |
| ClariVest Asset Management LLC | 55,080 | $2.20M | 0.11% | −1,110−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 52,505 | $2.09M | 0.01% | +305+0.6% | Added |
| American Century Companies Inc | 50,456 | $2.01M | 0.00% | +6,451+14.7% | Added |
| Aigen Investment Management, LP | 50,006 | $1.99M | 0.29% | −11,474−18.7% | Reduced |
| Kraematon Investment Advisors, Inc | 48,166 | $1.92M | 2.47% | −665−1.4% | Reduced |
| Alliancebernstein L.P. | 46,859 | $1.86M | 0.00% | +552+1.2% | Added |
| Magnetar Financial LLC | 46,132 | $1.83M | 0.03% | −699−1.5% | Reduced |
| Cipher Capital LP | 45,717 | $1.82M | 0.30% | +26,124+133.3% | Added |
| Vontobel Holding Ltd. | 44,823 | $1.78M | 0.02% | +4,442+11.0% | Added |
| Dorchester Wealth Management Co | 43,175 | $1.72M | 0.38% | −100−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,913 | $1.71M | 0.39% | +42,913 | New |
| Unison Advisors LLC | 42,053 | $1.67M | 0.31% | +350+0.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,550 | $1.54M | 0.09% | 00.0% | Unchanged |
| Ossiam | 35,034 | $1.40M | 0.04% | +35,034 | New |
| Pearl River Capital, LLC | 35,204 | $1.40M | 0.26% | +35,204 | New |
| Mitsubishi UFJ Trust & Banking Corp | 34,484 | $1.39M | 0.00% | −10,541−23.4% | Reduced |
| PDT Partners, LLC | 33,748 | $1.34M | 0.20% | +33,748 | New |
| Voya Investment Management LLC | 32,161 | $1.29M | 0.00% | +22,456+231.4% | Added |
| Trexquant Investment LP | 30,484 | $1.21M | 0.04% | +18,278+149.7% | Added |
| Raymond James & Associates | 30,315 | $1.21M | 0.00% | +1,476+5.1% | Added |
| Ensign Peak Advisors, Inc | 27,300 | $1.19M | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 29,668 | $1.18M | 0.03% | +3,424+13.0% | Added |
| M&T Bank Corp | 26,804 | $1.07M | 0.00% | +151+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,487 | $1.05M | 0.00% | −1,697−6.0% | Reduced |
| Symphony Financial, Ltd. Co. | 25,820 | $1.04M | 0.34% | +2,767+12.0% | Added |
| Erste Asset Management GmbH | 25,500 | $1.02M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,469 | $1.01M | 0.00% | +12,956+103.5% | Added |
| JCIC Asset Management Inc. | 23,046 | $979.0K | 0.45% | +455+2.0% | Added |
| Wambolt & Associates, LLC | 24,520 | $975.0K | 0.41% | −150−0.6% | Reduced |
| Twin Tree Management, LP | 24,342 | $968.0K | 0.03% | −5,331−18.0% | Reduced |
| Principal Financial Group Inc | 23,465 | $938.0K | 0.00% | −18,722−44.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,400 | $931.0K | 0.01% | +11,400+95.0% | Added |
| Envestnet Asset Management Inc | 23,323 | $927.0K | 0.00% | −2,054−8.1% | Reduced |
| Cetera Investment Advisers | 23,070 | $917.0K | 0.02% | +434+1.9% | Added |
| Wetherby Asset Management Inc | 22,724 | $904.0K | 0.06% | −2,140−8.6% | Reduced |
| Stifel Financial Corp | 22,142 | $880.0K | 0.00% | +386+1.8% | Added |
| Advisor Group Holdings, Inc. | 22,088 | $879.0K | 0.00% | +3,319+17.7% | Added |
| Mason & Associates Inc | 22,000 | $875.0K | 0.31% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 21,070 | $838.0K | 0.08% | +14,391+215.5% | Added |
| Marshall Wace, LLP | 21,043 | $837.0K | 0.00% | +11,643+123.9% | Added |
| US Bancorp | 20,516 | $817.0K | 0.00% | +1,669+8.9% | Added |
| Baader Bank INC | 20,290 | $806.7K | 0.07% | +290+1.5% | Added |
| LPL Financial LLC | 20,189 | $803.0K | 0.00% | +1,223+6.4% | Added |
| HighTower Advisors, LLC | 19,934 | $794.0K | 0.00% | +5,734+40.4% | Added |
| Comerica Bank | 18,744 | $775.0K | 0.01% | +790+4.4% | Added |
| MQS Management LLC | 18,939 | $753.0K | 0.49% | +5,367+39.5% | Added |
| Metis Global Partners, LLC | 18,806 | $748.0K | 0.12% | −2,759−12.8% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 18,000 | $716.0K | 0.05% | +18,000 | New |
| Cetera Advisor Networks LLC | 17,084 | $679.0K | 0.01% | +4,934+40.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $675.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 16,944 | $674.0K | 0.02% | +3,022+21.7% | Added |
| Van Eck Associates Corp | 16,877 | $670.0K | 0.00% | +1,836+12.2% | Added |
| AE Wealth Management LLC | 16,813 | $668.0K | 0.01% | +641+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 16,691 | $663.0K | 0.00% | −11−0.1% | Reduced |
| SEI Investments Co | 16,350 | $650.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,101 | $640.0K | 0.00% | +1,784+12.5% | Added |
| XTX Topco Ltd | 15,983 | $635.0K | 0.16% | +11,203+234.4% | Added |
| Natixis | 15,431 | $618.0K | 0.00% | −115,476−88.2% | Reduced |
| Janney Montgomery Scott LLC | 14,841 | $590.0K | 0.00% | −776−5.0% | Reduced |
| Advisors Asset Management, Inc. | 14,585 | $580.0K | 0.01% | +1,638+12.7% | Added |
| Ontario Teachers Pension Plan Board | 14,469 | $575.0K | 0.01% | +5,575+62.7% | Added |
| Creative Planning | 14,294 | $568.0K | 0.00% | +4,761+49.9% | Added |
| King Luther Capital Management Corp | 14,272 | $567.0K | 0.00% | −25−0.2% | Reduced |
| State Street Corp | 13,932 | $554.0K | 0.00% | +516+3.8% | Added |
| Capital World Investors | 13,749 | $547.0K | 0.00% | −15,220−52.5% | Reduced |
| Washington Trust Co | 13,277 | $528.0K | 0.03% | −1,336−9.1% | Reduced |
| Brinker Capital Investments, LLC | 13,244 | $527.0K | 0.01% | +451+3.5% | Added |
| Avantax Advisory Services, Inc. | 13,096 | $521.0K | 0.01% | +470+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,997 | $516.8K | 0.05% | +12,997 | New |
| Quantbot Technologies LP | 12,731 | $506.0K | 0.04% | −5,552−30.4% | Reduced |
| Fifth Third Bancorp | 12,534 | $498.0K | 0.00% | +3,641+40.9% | Added |
| Blair William & Co | 12,434 | $494.0K | 0.00% | +142+1.2% | Added |
| Quilter Plc | 12,300 | $488.0K | 0.02% | −58−0.5% | Reduced |
| Cumberland Partners Ltd | 12,104 | $483.0K | 0.05% | −13,592−52.9% | Reduced |
| Tower Research Capital LLC (TRC) | 11,997 | $481.0K | 0.01% | +8,009+200.8% | Added |
| Mirova | 11,992 | $479.0K | 0.08% | −2,188−15.4% | Reduced |