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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 11,959 | $475.0K | 0.01% | +1,423+13.5% | Added |
| The PNC Financial Services Group, Inc. | 11,737 | $466.0K | 0.00% | +1,122+10.6% | Added |
| Mariner, LLC | 11,612 | $462.0K | 0.00% | +11,612 | New |
| NorthCrest Asset Manangement, LLC | 11,381 | $453.0K | 0.02% | +11,381 | New |
| Cigna Investments Inc | 11,026 | $440.0K | 0.10% | 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 |
| Engrave Wealth Partners LLC | 10,519 | $418.0K | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,422 | $414.0K | 0.01% | −7,806−42.8% | Reduced |
| 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 |
| Yousif Capital Management, LLC | 9,792 | $389.0K | 0.01% | +790+8.8% | Added |
| Balentine LLC | 9,385 | $373.0K | 0.01% | +4,583+95.4% | Added |
| Glenmede Trust Co NA | 9,300 | $369.0K | 0.00% | +190+2.1% | Added |
| Vident Investment Advisory, LLC | 9,483 | $368.0K | 0.01% | −40.0% | Reduced |
| Ritholtz Wealth Management | 9,028 | $359.0K | 0.02% | +2,059+29.5% | Added |
| Petrus Trust Company, LTA | 8,933 | $355.0K | 0.05% | +4,529+102.8% | 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 |
| Banque Pictet & Cie SA | 8,501 | $339.8K | 0.00% | +604+7.6% | Added |
| West Family Investments, Inc. | 8,267 | $329.0K | 0.14% | +8,267 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,732 | $312.0K | 0.01% | +7,732 | New |
| OPSEU Pension Plan Trust Fund | 7,617 | $308.0K | 0.08% | −248−3.2% | Reduced |
| Ameriprise Financial Inc | 7,619 | $303.0K | 0.00% | −468−5.8% | Reduced |
| JustInvest LLC | 7,487 | $298.0K | 0.01% | −3,414−31.3% | Reduced |
| Bridgefront Capital, LLC | 7,312 | $291.0K | 0.30% | +2,389+48.5% | Added |
| Bayesian Capital Management, LP | 7,024 | $279.0K | 0.06% | +1,800+34.5% | Added |
| Davidson Trust Co | 7,003 | $278.0K | 0.27% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $278.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,700 | $266.1K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $265.0K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 6,591 | $262.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 6,540 | $260.0K | 0.01% | −771−10.5% | Reduced |
| SG Americas Securities, LLC | 6,289 | $250.0K | 0.00% | +6,289 | New |
| 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 |
| Private Advisor Group, LLC | 6,247 | $248.0K | 0.00% | −4,151−39.9% | Reduced |
| CWM, LLC | 6,224 | $247.0K | 0.00% | +1,112+21.8% | Added |
| Pinnacle Associates Ltd | 6,153 | $245.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Heathbridge Capital Management Ltd. | 6,000 | $239.0K | 0.11% | −400−6.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,854 | $233.0K | 0.01% | +5,854 | New |
| Huntington National Bank | 5,718 | $227.0K | 0.00% | +23+0.4% | Added |
| Cerity Partners LLC | 5,664 | $226.0K | 0.00% | +5,664 | New |
| Advisory Resource Group | 5,575 | $222.0K | 0.07% | −24−0.4% | Reduced |
| Baird Financial Group, Inc. | 5,458 | $217.0K | 0.00% | −10.0% | Reduced |
| Regions Financial Corp | 5,423 | $215.0K | 0.00% | −6−0.1% | 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 |
| Financial Counselors Inc | 5,262 | $209.0K | 0.01% | −1,304−19.9% | Reduced |
| 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 |
| Rathbone Brothers plc | 5,105 | $204.0K | 0.00% | +5,105 | New |
| 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 |
| Gulf International Bank (UK) Ltd | 4,759 | $189.0K | 0.00% | −1,289−21.3% | Reduced |
| Quadrant Capital Group LLC | 4,432 | $176.0K | 0.02% | +1,284+40.8% | Added |
| City Holding Co | 3,700 | $147.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,585 | $143.0K | 0.01% | −219−5.8% | Reduced |
| Lindbrook Capital, LLC | 3,526 | $140.0K | 0.02% | −190−5.1% | Reduced |
| IFP Advisors, Inc | 3,159 | $131.0K | 0.00% | +48+1.5% | Added |
| Grayhawk Investment Strategies Inc. | 3,221 | $128.0K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,998 | $119.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $113.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,454 | $99.0K | 0.00% | +189+8.3% | Added |
| 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 |
| Credit Agricole S A | 2,231 | $89.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,871 | $86.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,089 | $83.0K | 0.00% | +2+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,903 | $76.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $74.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,796 | $71.0K | 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 |
| Cullen/Frost Bankers, Inc. | 1,525 | $61.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,501 | $60.0K | 0.23% | +11+0.7% | Added |
| Ronald Blue Trust, Inc. | 1,275 | $58.0K | 0.00% | +1,138+830.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,401 | $56.0K | 0.00% | −13−0.9% | Reduced |
| 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 |
| 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 |
| Abound Wealth Management | 1,265 | $50.3K | 0.03% | +1,265 | New |
| Massmutual Trust Co FSB | 1,151 | $46.0K | 0.00% | +11+1.0% | Added |
| Old North State Trust, LLC | 1,129 | $45.0K | 0.04% | +1,129 | New |
| Oxler Private Wealth LLC | 1,097 | $43.6K | 0.02% | +1,097 | New |
| Kistler-Tiffany Companies, LLC | 1,049 | $42.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $41.0K | 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 |
| MCF Advisors LLC | 890 | $35.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $34.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Asset Dedication, LLC | 787 | $31.0K | 0.00% | +787 | New |