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, Q4 2022
Institutional positions in Sun Life Financial Inc as of Dec 31, 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
- 363
- +15 vs. Q3 2022
- Shares held
- 270.3M
- −2.81M (−1.0%) vs. Q3 2022
- Total value
- $12.8B
- +$1.81B (+16.5%) vs. Q3 2022
- New holders
- 49
- 119 more added
- Sold out
- 34
- 119 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 45,932,328 | $2.13B | 0.65% | −6,130,912−11.8% | Reduced |
| Vanguard Group Inc | 21,489,560 | $997.5M | 0.03% | +473,273+2.3% | Added |
| Bank of Montreal | 12,077,751 | $766.1M | 0.60% | −96,293−0.8% | Reduced |
| Mackenzie Financial Corp | 16,250,101 | $753.1M | 1.27% | −496,424−3.0% | Reduced |
| TD Asset Management Inc | 13,462,822 | $624.5M | 0.77% | +14,269+0.1% | Added |
| Beutel, Goodman & Co Ltd. | 10,491,120 | $486.6M | 2.95% | −117,907−1.1% | Reduced |
| Bank of Nova Scotia | 9,985,005 | $463.5M | 1.20% | −1,283,451−11.4% | Reduced |
| FIL Ltd | 9,837,232 | $456.6M | 0.55% | +286,024+3.0% | Added |
| CIBC World Markets Inc. | 7,393,031 | $343.0M | 1.35% | −852,532−10.3% | Reduced |
| CIBC Asset Management Inc | 6,857,920 | $318.4M | 1.35% | −402,630−5.5% | Reduced |
| 1832 Asset Management L.P. | 6,733,215 | $312.6M | 0.64% | +534,725+8.6% | Added |
| Manufacturers Life Insurance Company, The | 6,526,305 | $302.8M | 0.19% | +37,206+0.6% | Added |
| Norges Bank | 6,255,917 | $290.4M | 0.07% | +356,437+6.0% | Added |
| National Bank of Canada | 6,172,350 | $286.3M | 0.77% | +4,300,627+229.8% | Added |
| FMR LLC | 5,347,707 | $248.2M | 0.02% | −439,041−7.6% | Reduced |
| Toronto Dominion Bank | 5,108,321 | $241.7M | 0.36% | +606,748+13.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,054,643 | $188.2M | 1.08% | +313,043+8.4% | Added |
| Legal & General Group Plc | 3,540,018 | $164.2M | 0.06% | −231,115−6.1% | Reduced |
| Man Group plc | 3,141,398 | $145.7M | 0.52% | +1,441,387+84.8% | Added |
| Letko, Brosseau & Associates Inc | 3,071,507 | $142.5M | 2.57% | −57,590−1.8% | Reduced |
| Scotia Capital Inc. | 3,013,224 | $139.6M | 1.07% | +124,679+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,734,820 | $130.7M | 1.55% | +59,185+2.2% | Added |
| JPMorgan Chase & Co | 2,741,699 | $127.3M | 0.02% | +38,412+1.4% | Added |
| Amundi | 2,599,079 | $123.8M | 0.07% | +229,801+9.7% | Added |
| Swiss National Bank | 2,471,400 | $114.7M | 0.08% | −164,700−6.2% | Reduced |
| Canada Pension Plan Investment Board | 2,410,965 | $111.8M | 0.20% | +356,400+17.3% | Added |
| Morgan Stanley | 2,162,400 | $100.4M | 0.01% | −13,830−0.6% | Reduced |
| Bank of America Corp | 2,139,532 | $99.3M | 0.01% | −162,560−7.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,566,341 | $95.3M | 1.05% | +10,017+0.6% | Added |
| Geode Capital Management, LLC | 1,874,486 | $87.6M | 0.01% | −14,013−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,780,600 | $82.7M | 0.03% | +78,368+4.6% | Added |
| First Trust Advisors LP | 1,610,781 | $74.8M | 0.09% | +46,385+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,608,657 | $74.7M | 0.06% | −67,457−4.0% | Reduced |
| Invesco Ltd. | 1,573,207 | $73.0M | 0.02% | −66,767−4.1% | Reduced |
| Alberta Investment Management Corp | 1,468,272 | $68.1M | 0.60% | −381,000−20.6% | Reduced |
| Value Partners Investments Inc. | 1,429,976 | $66.4M | 5.76% | −1,635−0.1% | Reduced |
| HSBC Holdings PLC | 1,361,957 | $63.2M | 0.08% | +264,953+24.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $56.5M | 0.17% | 00.0% | Unchanged |
| QV Investors Inc. | 1,198,265 | $55.6M | 5.32% | −39,440−3.2% | Reduced |
| British Columbia Investment Management Corp | 1,172,462 | $54.4M | 0.60% | −275,239−19.0% | Reduced |
| Millennium Management LLC | 1,170,959 | $54.4M | 0.06% | +104,181+9.8% | Added |
| Agf Management Ltd | 1,066,258 | $49.5M | 0.36% | +1,066,258 | New |
| DekaBank Deutsche Girozentrale | 1,001,844 | $46.4M | 0.12% | +156,228+18.5% | Added |
| Credit Suisse AG | 886,639 | $41.2M | 0.04% | +52,656+6.3% | Added |
| Franklin Resources Inc | 855,665 | $39.7M | 0.02% | −233,621−21.4% | Reduced |
| Russell Investments Group, Ltd. | 802,036 | $37.2M | 0.08% | +59,600+8.0% | Added |
| Cardinal Capital Management, Inc. | 782,368 | $36.3M | 2.05% | +11,040+1.4% | Added |
| Fiera Capital Corp | 756,677 | $35.1M | 0.11% | −18,780−2.4% | Reduced |
| Acadian Asset Management LLC | 753,500 | $34.9M | 0.17% | +529,600+236.5% | Added |
| Bank of New York Mellon Corp | 730,525 | $33.9M | 0.01% | +10,711+1.5% | Added |
| Deutsche Bank AG | 705,177 | $32.7M | 0.02% | +32,493+4.8% | Added |
| BlackRock Inc. | 695,918 | $32.3M | 0.00% | +103,649+17.5% | Added |
| Northwest & Ethical Investments L.P. | 677,363 | $31.4M | 1.09% | −50,300−6.9% | Reduced |
| Pictet Asset Management SA | 664,377 | $30.8M | 0.04% | +87,128+15.1% | Added |
| Goldman Sachs Group Inc | 623,507 | $28.9M | 0.01% | −841,468−57.4% | Reduced |
| Price T Rowe Associates Inc | 563,298 | $26.1M | 0.00% | +43,617+8.4% | Added |
| Korea Investment CORP | 534,562 | $24.8M | 0.08% | −63,500−10.6% | Reduced |
| Montrusco Bolton Investments Inc. | 489,838 | $22.7M | 0.53% | −239,359−32.8% | Reduced |
| Aviva PLC | 478,736 | $22.2M | 0.11% | +96,708+25.3% | Added |
| Gluskin Sheff & Assoc Inc | 455,767 | $21.2M | 1.19% | −14,858−3.2% | Reduced |
| Todd Asset Management LLC | 449,204 | $20.9M | 0.51% | +4,534+1.0% | Added |
| Great West Life Assurance Co | 440,097 | $20.5M | 0.05% | +26,167+6.3% | Added |
| Guardian Capital LP | 418,255 | $19.4M | 0.64% | −399−0.1% | Reduced |
| Cidel Asset Management Inc | 411,940 | $19.1M | 0.89% | −179,462−30.3% | Reduced |
| LGT Group Foundation | 344,750 | $16.0M | 0.50% | +16,526+5.0% | Added |
| Citadel Advisors LLC | 339,600 | $15.8M | 0.02% | −90,120−21.0% | Reduced |
| Allianz Asset Management GmbH | 336,294 | $15.6M | 0.03% | +159,190+89.9% | Added |
| Forsta Ap-Fonden | 332,200 | $15.4M | 0.17% | +85,800+34.8% | Added |
| Prudential PLC | 295,192 | $13.7M | 0.17% | −7,282−2.4% | Reduced |
| Northern Trust Corp | 283,183 | $13.1M | 0.00% | +12,273+4.5% | Added |
| Mn Services Vermogensbeheer B.V. | 279,745 | $13.0M | 0.15% | −43,400−13.4% | Reduced |
| Candriam Luxembourg S.C.A. | 278,757 | $12.9M | 0.09% | −54,908−16.5% | Reduced |
| Jarislowsky, Fraser Ltd | 262,894 | $12.2M | 0.08% | −3,776−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 256,353 | $11.9M | 0.30% | +2,291+0.9% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $11.6M | 0.59% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 245,900 | $11.4M | 0.96% | +9,300+3.9% | Added |
| Intact Investment Management Inc. | 245,126 | $11.4M | 0.49% | −69,030−22.0% | Reduced |
| Voloridge Investment Management, LLC | 243,994 | $11.3M | 0.06% | −68,454−21.9% | Reduced |
| Neuberger Berman Group LLC | 242,379 | $11.2M | 0.01% | −8,293−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 238,302 | $11.1M | 0.08% | +10,150+4.4% | Added |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.3M | 0.11% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 220,743 | $10.2M | 1.11% | −4,967−2.2% | Reduced |
| UBS Group AG | 219,321 | $10.2M | 0.00% | −137,767−38.6% | Reduced |
| AXA S.A. | 205,180 | $9.52M | 0.03% | −265,480−56.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 201,500 | $9.36M | 0.16% | −113,000−35.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $9.27M | 0.05% | −300,000−60.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,613 | $9.03M | 0.05% | +40,246+26.1% | Added |
| Guardian Capital Advisors LP | 187,251 | $8.94M | 1.01% | −298−0.2% | Reduced |
| State of Wisconsin Investment Board | 184,451 | $8.56M | 0.03% | −29,900−13.9% | Reduced |
| Qube Research & Technologies Ltd | 183,741 | $8.53M | 0.05% | +60,161+48.7% | Added |
| APG Asset Management N.V. | 134,580 | $8.46M | 0.02% | +63,202+88.5% | Added |
| USS Investment Management Ltd | 169,650 | $7.88M | 0.11% | +85,300+101.1% | Added |
| Addenda Capital Inc. | 122,322 | $7.69M | 0.33% | −1,130−0.9% | Reduced |
| Unigestion Holding SA | 157,829 | $7.39M | 0.39% | −6,883−4.2% | Reduced |
| Citigroup Inc | 158,197 | $7.34M | 0.01% | +11,269+7.7% | Added |
| Renaissance Technologies LLC | 154,100 | $7.15M | 0.01% | −126,500−45.1% | Reduced |
| Public Sector Pension Investment Board | 150,480 | $6.98M | 0.06% | +5,488+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 146,372 | $6.79M | 0.11% | −3,586−2.4% | Reduced |
| Triasima Portfolio Management inc. | 136,730 | $6.34M | 0.49% | −9,175−6.3% | Reduced |
| Burney Co | 134,693 | $6.25M | 0.32% | +61,396+83.8% | Added |