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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 20 | $927 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | +32 | New |
| Optiver Holding B.V. | 29 | $1.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $1.53K | 0.00% | +33 | New |
| Schubert & Co | 41 | $1.90K | 0.00% | −38−48.1% | Reduced |
| Exchange Traded Concepts, LLC | 82 | $3.81K | 0.00% | −44−34.9% | Reduced |
| Glen Eagle Advisors, LLC | 84 | $3.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $3.94K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.36K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.40K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 109 | $5.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $5.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $6.22K | 0.00% | +12+9.8% | Added |
| Oakworth Capital, Inc. | 136 | $6.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $6.78K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $7.01K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 | $7.18K | 0.00% | −18−10.5% | Reduced |
| Washington Trust Advisors, Inc. | 165 | $7.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $8.00K | 0.00% | +2+1.2% | Added |
| Baystate Wealth Management LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 181 | $8.40K | 0.01% | +181 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $8.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $8.77K | 0.00% | +189 | New |
| Belpointe Asset Management LLC | 233 | $10.8K | 0.00% | +233 | New |
| Trustcore Financial Services, LLC | 234 | $10.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 278 | $11.1K | 0.00% | +278 | New |
| Laurel Wealth Planning LLC | 242 | $11.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $13.9K | 0.00% | +300 | New |
| Antonetti Capital Management LLC | 304 | $14.1K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 308 | $14.3K | 0.00% | +308 | New |
| Westside Investment Management, Inc. | 355 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 380 | $17.6K | 0.00% | +2+0.5% | Added |
| TFC Financial Management | 392 | $18.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $21.0K | 0.00% | +452 | New |
| Atticus Wealth Management, LLC | 491 | $22.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 509 | $23.0K | 0.00% | +4+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | +100+25.0% | Added |
| Geneos Wealth Management Inc. | 499 | $23.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $23.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $24.6K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 576 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $25.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 559 | $25.9K | 0.00% | +559 | New |
| Glassman Wealth Services | 591 | $27.4K | 0.01% | +77+15.0% | Added |
| Banque Cantonale Vaudoise | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 695 | $32.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 787 | $37.0K | 0.00% | −11,210−93.4% | Reduced |
| Duncker Streett & Co Inc | 814 | $37.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 835 | $38.8K | 0.00% | +363+76.9% | Added |
| Whittier Trust Co | 862 | $40.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $41.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 919 | $42.7K | 0.01% | +125+15.7% | Added |
| Compagnie Lombard Odier SCmA | 968 | $45.0K | 0.00% | +968 | New |
| Park Place Capital Corp | 996 | $46.0K | 0.01% | +996 | New |
| Centennial Bank | 994 | $46.1K | 0.03% | +994 | New |
| Ronald Blue Trust, Inc. | 1,176 | $47.0K | 0.00% | −99−7.8% | Reduced |
| Vigilant Capital Management, LLC | 1,025 | $48.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $48.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,054 | $48.9K | 0.00% | +53+5.3% | Added |
| Old North State Trust, LLC | 1,129 | $52.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,265 | $58.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $60.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,304 | $60.5K | 0.04% | −300−18.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,392 | $64.6K | 0.00% | −9−0.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,501 | $70.0K | 0.26% | 00.0% | Unchanged |
| Allworth Financial LP | 1,513 | $70.2K | 0.00% | +208+15.9% | Added |
| Lowe Wealth Advisors, LLC | 1,523 | $70.7K | 0.04% | +215+16.4% | Added |
| Contravisory Investment Management, Inc. | 1,670 | $77.5K | 0.02% | −20−1.2% | Reduced |
| Tobam | 1,747 | $81.0K | 0.01% | +750+75.2% | Added |
| Central Trust Co | 1,796 | $83.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,821 | $84.5K | 0.01% | −50−2.7% | Reduced |
| Perkins Coie Trust Co | 1,871 | $86.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $88.0K | 0.02% | 00.0% | Unchanged |
| Natixis | 1,961 | $91.0K | 0.00% | −13,470−87.3% | Reduced |
| Concord Wealth Partners | 2,000 | $92.8K | 0.03% | +2,000 | New |
| Massmutual Trust Co FSB | 2,018 | $94.0K | 0.00% | +867+75.3% | Added |
| Coastal Capital Group, Inc. | 2,388 | $94.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,089 | $97.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,165 | $101.0K | 0.00% | −289−11.8% | Reduced |
| Credit Agricole S A | 2,231 | $103.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,600 | $108.0K | 0.00% | −559−17.7% | Reduced |
| Quadrant Capital Group LLC | 2,484 | $115.3K | 0.01% | −1,948−44.0% | Reduced |
| HM Payson & Co | 2,508 | $116.4K | 0.00% | +1,766+238.0% | Added |
| First Horizon Advisors, Inc. | 2,771 | $128.6K | 0.00% | −227−7.6% | Reduced |
| Independence Bank of Kentucky | 2,844 | $132.0K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,078 | $142.9K | 0.00% | +1,553+101.8% | Added |
| Grayhawk Investment Strategies Inc. | 315 | $149.5K | 0.12% | −2,906−90.2% | Reduced |
| Parallel Advisors, LLC | 3,301 | $153.3K | 0.01% | −284−7.9% | Reduced |
| Lindbrook Capital, LLC | 3,605 | $167.3K | 0.02% | +79+2.2% | Added |
| City Holding Co | 3,700 | $171.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 3,943 | $183.0K | 0.00% | −1,775−31.0% | Reduced |
| Truist Financial Corp | 4,310 | $200.1K | 0.00% | +4,310 | New |