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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 4,331 | $201.0K | 0.07% | +4,331 | New |
| Pathway Financial Advisors LLC | 4,339 | $201.4K | 0.06% | +4,339 | New |
| Pacer Advisors, Inc. | 4,388 | $203.7K | 0.00% | +4,388 | New |
| Flaharty Asset Management, LLC | 4,411 | $204.8K | 0.04% | +4,411 | New |
| Ieq Capital, LLC | 4,467 | $207.4K | 0.01% | +4,467 | New |
| Old National Bancorp | 4,482 | $208.0K | 0.01% | −2,058−31.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,547 | $211.0K | 0.08% | +4,547 | New |
| Veriti Management LLC | 4,545 | $211.0K | 0.03% | −492−9.8% | Reduced |
| Intrust Bank NA | 4,572 | $212.2K | 0.03% | +4,572 | New |
| Capital City Trust Co | 4,596 | $213.3K | 0.07% | +4,596 | New |
| Veritable, L.P. | 4,602 | $213.6K | 0.00% | +4,602 | New |
| DFPG Investments, LLC | 4,505 | $214.7K | 0.04% | +4,505 | New |
| NewEdge Wealth, LLC | 4,641 | $215.4K | 0.01% | +4,641 | New |
| Gulf International Bank (UK) Ltd | 4,759 | $220.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,935 | $229.1K | 0.00% | +4,935 | New |
| Confluence Wealth Services, Inc. | 4,985 | $231.4K | 0.06% | −1,069−17.7% | Reduced |
| CVA Family Office, LLC | 5,000 | $232.1K | 0.06% | +5,000 | New |
| Northwest Bancshares, Inc. | 5,033 | $233.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $236.7K | 0.04% | +5,098 | New |
| Rathbone Brothers plc | 5,105 | $236.8K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,234 | $243.0K | 0.00% | −224−4.1% | Reduced |
| Advisor Partners II, LLC | 5,279 | $245.1K | 0.02% | +5,279 | New |
| Clarius Group, LLC | 5,350 | $248.0K | 0.02% | +5,350 | New |
| Smithfield Trust Co | 5,394 | $250.0K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,407 | $250.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 5,423 | $251.0K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,438 | $252.4K | 0.16% | +260+5.0% | Added |
| Janney Montgomery Scott LLC | 5,478 | $254.0K | 0.00% | −9,363−63.1% | Reduced |
| Mercer Global Advisors Inc | 5,508 | $256.0K | 0.00% | +5,508 | New |
| Ritholtz Wealth Management | 5,642 | $261.9K | 0.01% | −3,386−37.5% | Reduced |
| Cerity Partners LLC | 5,670 | $263.2K | 0.00% | +6+0.1% | Added |
| Gyon Technologies Capital Management, LP | 5,683 | $263.8K | 0.10% | +5,683 | New |
| Financial Counselors Inc | 5,962 | $277.0K | 0.01% | +700+13.3% | Added |
| Heathbridge Capital Management Ltd. | 6,000 | $278.5K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,040 | $280.0K | 0.13% | −235−3.7% | Reduced |
| CWM, LLC | 6,107 | $283.0K | 0.00% | −117−1.9% | Reduced |
| Advisory Services Network, LLC | 6,153 | $285.6K | 0.01% | +107+1.8% | Added |
| Pinnacle Associates Ltd | 6,153 | $285.6K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,598 | $289.0K | 0.06% | −1,609−25.9% | Reduced |
| Cozad Asset Management Inc | 6,427 | $298.3K | 0.04% | +1,040+19.3% | Added |
| Ontario Teachers Pension Plan Board | 6,563 | $304.7K | 0.00% | −7,906−54.6% | Reduced |
| First National Trust Co | 6,591 | $306.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $309.5K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,784 | $314.9K | 0.01% | +6,784 | New |
| West Family Investments, Inc. | 6,847 | $317.8K | 0.11% | −1,420−17.2% | Reduced |
| Welch & Forbes LLC | 6,977 | $323.9K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,003 | $325.1K | 0.29% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,367 | $342.0K | 0.01% | −23,117−75.8% | Reduced |
| Prudential Financial Inc | 7,600 | $352.6K | 0.00% | +7,600 | New |
| Royal London Asset Management Ltd | 7,775 | $360.9K | 0.00% | +7,775 | New |
| Sound View Wealth Advisors Group, LLC | 6,982 | $362.1K | 0.04% | +6,982 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,814 | $362.7K | 0.10% | +7,814 | New |
| Balentine LLC | 8,002 | $371.4K | 0.01% | −1,383−14.7% | Reduced |
| SIG North Trading, ULC | 8,386 | $388.6K | 0.20% | −132,097−94.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,508 | $395.0K | 0.01% | +2,654+45.3% | Added |
| Tyler-Stone Wealth Management | 8,727 | $405.0K | 0.28% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,481 | $407.3K | 0.03% | +6,481 | New |
| Glenmede Trust Co NA | 8,870 | $411.7K | 0.00% | −430−4.6% | Reduced |
| Quantinno Capital Management LP | 8,873 | $412.0K | 0.03% | +8,873 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,273 | $433.0K | 0.01% | +1,541+19.9% | Added |
| Yousif Capital Management, LLC | 9,792 | $454.5K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,800 | $455.0K | 0.03% | −1,581−13.9% | Reduced |
| Woodstock Corp | 9,802 | $455.0K | 0.06% | −200−2.0% | Reduced |
| First Republic Investment Management, Inc. | 10,333 | $479.7K | 0.00% | +1,617+18.6% | Added |
| Claret Asset Management Corp | 10,452 | $485.0K | 0.11% | −400−3.7% | Reduced |
| Pathway Financial Advisers, LLC | 10,584 | $491.3K | 0.20% | +10,584 | New |
| Polar Asset Management Partners Inc. | 10,756 | $499.3K | 0.01% | +756+7.6% | Added |
| Engrave Wealth Partners LLC | 10,519 | $503.9K | 0.18% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,890 | $505.5K | 0.06% | +10,890 | New |
| Cigna Investments Inc | 11,014 | $511.0K | 0.11% | −12−0.1% | Reduced |
| Captrust Financial Advisors | 11,065 | $513.6K | 0.00% | +230+2.1% | Added |
| Kestra Advisory Services, LLC | 11,132 | $516.7K | 0.00% | −827−6.9% | Reduced |
| Mirova | 11,991 | $556.2K | 0.09% | −10.0% | Reduced |
| Washington Trust Co | 12,187 | $565.7K | 0.03% | −1,090−8.2% | Reduced |
| Fifth Third Bancorp | 12,299 | $570.9K | 0.00% | −235−1.9% | Reduced |
| JustInvest LLC | 12,371 | $574.3K | 0.02% | +4,884+65.2% | Added |
| Quilter Plc | 12,400 | $575.6K | 0.02% | +100+0.8% | Added |
| Blair William & Co | 12,418 | $576.4K | 0.00% | −16−0.1% | Reduced |
| Advisory Resource Group | 12,631 | $586.3K | 0.17% | +7,056+126.6% | Added |
| Avantax Advisory Services, Inc. | 13,029 | $604.8K | 0.01% | −67−0.5% | Reduced |
| Brinker Capital Investments, LLC | 13,625 | $632.5K | 0.01% | +381+2.9% | Added |
| Advisors Asset Management, Inc. | 13,820 | $641.5K | 0.01% | −765−5.2% | Reduced |
| King Luther Capital Management Corp | 14,223 | $660.2K | 0.00% | −49−0.3% | Reduced |
| Pearl River Capital, LLC | 14,691 | $681.9K | 0.12% | −20,513−58.3% | Reduced |
| Vident Investment Advisory, LLC | 14,792 | $686.1K | 0.03% | +5,309+56.0% | Added |
| The PNC Financial Services Group, Inc. | 15,004 | $696.5K | 0.00% | +3,267+27.8% | Added |
| Banque Pictet & Cie SA | 15,089 | $699.9K | 0.01% | +6,588+77.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,167 | $704.0K | 0.00% | −934−5.8% | Reduced |
| Balyasny Asset Management LLC | 15,174 | $704.4K | 0.00% | −47,877−75.9% | Reduced |
| Creative Planning | 16,313 | $757.2K | 0.00% | +2,019+14.1% | Added |
| SEI Investments Co | 16,350 | $759.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,354 | $759.2K | 0.00% | −337−2.0% | Reduced |
| Empowered Funds, LLC | 16,476 | $764.8K | 0.05% | +16,476 | New |
| Capital World Investors | 16,974 | $787.9K | 0.00% | +3,225+23.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $788.0K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,111 | $846.0K | 0.00% | −1,823−9.1% | Reduced |
| US Bancorp | 18,564 | $861.7K | 0.00% | −1,952−9.5% | Reduced |
| Rempart Asset Management Inc. | 18,705 | $868.0K | 0.20% | +199+1.1% | Added |
| Principal Financial Group Inc | 19,065 | $884.3K | 0.00% | −4,400−18.8% | Reduced |
| Comerica Bank | 18,744 | $910.0K | 0.01% | 00.0% | Unchanged |