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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.

Other share classesSLFIFSLFQFSUNFF

Q4 2022 vs. Q3 2022

How the institutions holding Sun Life Financial Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of SLF: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3524363+15
Shares275.0M1.86M270.3M−2.81M (−1.0%)
Value$11.0B$74.1M$12.8B+$1.81B (+16.5%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Sun Life Financial Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to SLF in Q4 2022
InstitutionSharesValue% of portfolio
Agf Management Ltd1,066,258$49.5M0.36%
La Banque Postale Asset Management SA71,447$3.31M0.09%
Seeyond67,149$3.11M0.30%
Pendal Group Limited37,618$1.75M0.02%
Walleye Capital LLC25,289$1.17M0.03%
Empowered Funds, LLC16,476$764.8K0.05%
Edgestream Partners, L.P.10,890$505.5K0.06%
Pathway Financial Advisers, LLC10,584$491.3K0.20%
Quantinno Capital Management LP8,873$412.0K0.03%
Lombard Odier Asset Management (Switzerland) SA6,481$407.3K0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,814$362.7K0.10%
Sound View Wealth Advisors Group, LLC6,982$362.1K0.04%
Royal London Asset Management Ltd7,775$360.9K0.00%
Prudential Financial Inc7,600$352.6K0.00%
Sequoia Financial Advisors, LLC6,784$314.9K0.01%
Gyon Technologies Capital Management, LP5,683$263.8K0.10%
Mercer Global Advisors Inc5,508$256.0K0.00%
Clarius Group, LLC5,350$248.0K0.02%
Advisor Partners II, LLC5,279$245.1K0.02%
Pinnacle Wealth Planning Services, Inc.5,098$236.7K0.04%
CVA Family Office, LLC5,000$232.1K0.06%
Wealthspire Advisors, LLC4,935$229.1K0.00%
NewEdge Wealth, LLC4,641$215.4K0.01%
DFPG Investments, LLC4,505$214.7K0.04%
Veritable, L.P.4,602$213.6K0.00%
Capital City Trust Co4,596$213.3K0.07%
Intrust Bank NA4,572$212.2K0.03%
Lester Murray Antman dba SimplyRich4,547$211.0K0.08%
Ieq Capital, LLC4,467$207.4K0.01%
Flaharty Asset Management, LLC4,411$204.8K0.04%
Pacer Advisors, Inc.4,388$203.7K0.00%
Pathway Financial Advisors LLC4,339$201.4K0.06%
MONECO Advisors, LLC4,331$201.0K0.07%
Truist Financial Corp4,310$200.1K0.00%
Concord Wealth Partners2,000$92.8K0.03%
Centennial Bank994$46.1K0.03%
Park Place Capital Corp996$46.0K0.01%
Compagnie Lombard Odier SCmA968$45.0K0.00%
Money Concepts Capital Corp559$25.9K0.00%
CoreCap Advisors, LLC452$21.0K0.00%
Romano Brothers and Company308$14.3K0.00%
Stonebridge Capital Advisors LLC300$13.9K0.00%
GWM Advisors LLC278$11.1K0.00%
Belpointe Asset Management LLC233$10.8K0.00%
SRS Capital Advisors, Inc.189$8.77K0.00%
My Personal CFO, LLC181$8.40K0.01%
HHM Wealth Advisors, LLC33$1.53K0.00%
Penserra Capital Management LLC32$1.00K0.00%
Optiver Holding B.V.29$1.00K0.00%

Sold out (34)

Institutions that held Sun Life Financial Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (4)

Institutions that held Sun Life Financial Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Agf Investments Inc.1,856,763$73.8M
Eaton Vance Management5,179$206.0K
Wipfli Financial Advisors LLC,1,280$51.0K
Covington Capital Management461$18.0K