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 |
|---|---|---|---|---|---|
| HM Payson & Co | 742 | $30.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 743 | $30.0K | 0.02% | +500+205.8% | Added |
| First Manhattan Co | 724 | $28.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 695 | $28.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 660 | $26.0K | 0.00% | +660 | New |
| Banque Cantonale Vaudoise | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 576 | $24.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $21.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $20.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 505 | $20.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 514 | $20.0K | 0.00% | +69+15.5% | Added |
| Geneos Wealth Management Inc. | 499 | $19.0K | 0.00% | −700−58.4% | Reduced |
| AdvisorNet Financial, Inc | 472 | $19.0K | 0.00% | −27−5.4% | Reduced |
| Covington Capital Management | 461 | $18.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 430 | $17.0K | 0.00% | +430 | New |
| Global Retirement Partners, LLC | 378 | $16.0K | 0.00% | −92−19.6% | Reduced |
| TFC Financial Management | 392 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $16.0K | 0.02% | +400 | New |
| FAI Wealth Management | 367 | $14.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $14.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $12.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $10.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 234 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 173 | $7.00K | 0.00% | −162−48.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 178 | $7.00K | 0.00% | +178 | New |
| Ancora Advisors, LLC | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $6.00K | 0.00% | +1+0.6% | Added |
| Versant Capital Management, Inc | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $6.00K | 0.00% | +62+69.7% | Added |
| Exchange Traded Concepts, LLC | 126 | $5.00K | 0.00% | −52−29.2% | Reduced |
| Oakworth Capital, Inc. | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $5.00K | 0.00% | +30+32.6% | Added |
| Barrett & Company, Inc. | 94 | $4.36K | 0.00% | +94 | New |
| Evoke Wealth, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $3.34K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 79 | $3.00K | 0.00% | +17+27.4% | Added |
| Mascoma Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $994 | 0.00% | 00.0% | Unchanged |
| 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 |