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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 20,265 | $940.7K | 0.01% | +3,181+18.6% | Added |
| Signaturefd, LLC | 20,404 | $947.2K | 0.03% | +3,460+20.4% | Added |
| State Street Corp | 20,458 | $949.7K | 0.00% | +6,526+46.8% | Added |
| Cumberland Partners Ltd | 20,863 | $968.1K | 0.10% | +8,759+72.4% | Added |
| Stifel Financial Corp | 21,471 | $996.8K | 0.00% | −671−3.0% | Reduced |
| LPL Financial LLC | 21,731 | $1.01M | 0.00% | +1,542+7.6% | Added |
| Envestnet Asset Management Inc | 21,876 | $1.02M | 0.00% | −1,447−6.2% | Reduced |
| Mason & Associates Inc | 22,000 | $1.02M | 0.33% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,570 | $1.04M | 0.05% | +22,323+357.3% | Added |
| D. E. Shaw & Co., Inc. | 22,871 | $1.06M | 0.00% | −409,599−94.7% | Reduced |
| JCIC Asset Management Inc. | 22,941 | $1.06M | 0.53% | −105−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,958 | $1.07M | 0.00% | −3,529−13.3% | Reduced |
| Mariner, LLC | 23,466 | $1.09M | 0.00% | +11,854+102.1% | Added |
| Wambolt & Associates, LLC | 24,731 | $1.15M | 0.44% | +211+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,014 | $1.16M | 0.00% | +18,314+273.3% | Added |
| Walleye Capital LLC | 25,289 | $1.17M | 0.03% | +25,289 | New |
| Cetera Investment Advisers | 25,976 | $1.21M | 0.01% | +2,906+12.6% | Added |
| M&T Bank Corp | 25,977 | $1.21M | 0.00% | −827−3.1% | Reduced |
| Wetherby Asset Management Inc | 26,451 | $1.23M | 0.08% | +3,727+16.4% | Added |
| Erste Asset Management GmbH | 26,900 | $1.26M | 0.03% | +1,400+5.5% | Added |
| AE Wealth Management LLC | 27,609 | $1.28M | 0.01% | +10,796+64.2% | Added |
| Advisor Group Holdings, Inc. | 27,754 | $1.29M | 0.00% | +5,666+25.7% | Added |
| Raymond James & Associates | 29,096 | $1.35M | 0.00% | −1,219−4.0% | Reduced |
| United Services Automobile Association | 29,668 | $1.38M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 30,484 | $1.42M | 0.01% | +5,015+19.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 31,562 | $1.46M | 0.00% | −2,922−8.5% | Reduced |
| Metis Global Partners, LLC | 33,006 | $1.53M | 0.14% | +14,200+75.5% | Added |
| Ossiam | 35,034 | $1.63M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 33,900 | $1.67M | 0.00% | +6,600+24.2% | Added |
| HBK Sorce Advisory LLC | 36,000 | $1.67M | 0.04% | +18,000+100.0% | Added |
| Pendal Group Limited | 37,618 | $1.75M | 0.02% | +37,618 | New |
| Dorchester Wealth Management Co | 38,565 | $1.79M | 0.42% | −4,610−10.7% | Reduced |
| BNP Paribas Arbitrage, SA | 39,724 | $1.84M | 0.00% | −57,537−59.2% | Reduced |
| Andra AP-fonden | 30,300 | $1.90M | 0.06% | −57,200−65.4% | Reduced |
| Unison Advisors LLC | 42,478 | $1.97M | 0.26% | +425+1.0% | Added |
| Van Eck Associates Corp | 42,818 | $1.99M | 0.01% | +25,941+153.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 42,900 | $1.99M | 0.11% | +4,350+11.3% | Added |
| Vontobel Holding Ltd. | 44,819 | $2.08M | 0.02% | −40.0% | Reduced |
| Alliancebernstein L.P. | 45,365 | $2.11M | 0.00% | −1,494−3.2% | Reduced |
| Voya Investment Management LLC | 46,184 | $2.14M | 0.00% | +14,023+43.6% | Added |
| Twin Tree Management, LP | 46,256 | $2.15M | 0.07% | +21,914+90.0% | Added |
| Kraematon Investment Advisors, Inc | 49,664 | $2.31M | 2.50% | +1,498+3.1% | Added |
| ClariVest Asset Management LLC | 54,120 | $2.51M | 0.12% | −960−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 54,809 | $2.54M | 0.01% | +2,304+4.4% | Added |
| Assenagon Asset Management S.A. | 56,404 | $2.62M | 0.01% | −1,651−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 56,898 | $2.70M | 0.72% | +31,078+120.4% | Added |
| Wellington Management Group LLP | 59,612 | $2.77M | 0.00% | +2,327+4.1% | Added |
| PCJ Investment Counsel Ltd. | 65,790 | $3.05M | 1.33% | +47,240+254.7% | Added |
| Brookfield Asset Management Inc. | 66,722 | $3.09M | 0.01% | −321,543−82.8% | Reduced |
| Seeyond | 67,149 | $3.11M | 0.30% | +67,149 | New |
| American Century Companies Inc | 70,026 | $3.25M | 0.00% | +19,570+38.8% | Added |
| La Banque Postale Asset Management SA | 71,447 | $3.31M | 0.09% | +71,447 | New |
| Janus Henderson Group PLC | 73,581 | $3.41M | 0.00% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 96,253 | $4.47M | 1.92% | +3,825+4.1% | Added |
| Swiss Life Asset Management Ltd | 97,155 | $4.52M | 0.08% | +17,219+21.5% | Added |
| Shell Asset Management Co | 98,214 | $4.56M | 0.20% | −20,462−17.2% | Reduced |
| Power Corp of Canada | 99,569 | $4.62M | 0.83% | +1,236+1.3% | Added |
| Barclays PLC | 101,368 | $4.71M | 0.00% | −33,873−25.0% | Reduced |
| Wells Fargo & Company | 105,440 | $4.90M | 0.00% | +1,107+1.1% | Added |
| Jane Street Group, LLC | 109,842 | $5.10M | 0.01% | +5,945+5.7% | Added |
| Motco | 118,905 | $5.52M | 0.41% | −3,585−2.9% | Reduced |
| Ameriprise Financial Inc | 93,078 | $5.54M | 0.00% | +85,459+1,121.7% | Added |
| Credential Qtrade Securities Inc. | 132,304 | $6.14M | 0.44% | +540.0% | Added |
| Burney Co | 134,693 | $6.25M | 0.32% | +61,396+83.8% | Added |
| Triasima Portfolio Management inc. | 136,730 | $6.34M | 0.49% | −9,175−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 146,372 | $6.79M | 0.11% | −3,586−2.4% | Reduced |
| Public Sector Pension Investment Board | 150,480 | $6.98M | 0.06% | +5,488+3.8% | Added |
| Renaissance Technologies LLC | 154,100 | $7.15M | 0.01% | −126,500−45.1% | Reduced |
| Citigroup Inc | 158,197 | $7.34M | 0.01% | +11,269+7.7% | Added |
| Unigestion Holding SA | 157,829 | $7.39M | 0.39% | −6,883−4.2% | Reduced |
| Addenda Capital Inc. | 122,322 | $7.69M | 0.33% | −1,130−0.9% | Reduced |
| USS Investment Management Ltd | 169,650 | $7.88M | 0.11% | +85,300+101.1% | Added |
| APG Asset Management N.V. | 134,580 | $8.46M | 0.02% | +63,202+88.5% | Added |
| Qube Research & Technologies Ltd | 183,741 | $8.53M | 0.05% | +60,161+48.7% | Added |
| State of Wisconsin Investment Board | 184,451 | $8.56M | 0.03% | −29,900−13.9% | Reduced |
| Guardian Capital Advisors LP | 187,251 | $8.94M | 1.01% | −298−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,613 | $9.03M | 0.05% | +40,246+26.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $9.27M | 0.05% | −300,000−60.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 201,500 | $9.36M | 0.16% | −113,000−35.9% | Reduced |
| AXA S.A. | 205,180 | $9.52M | 0.03% | −265,480−56.4% | Reduced |
| UBS Group AG | 219,321 | $10.2M | 0.00% | −137,767−38.6% | Reduced |
| Bank of Nova Scotia Trust Co | 220,743 | $10.2M | 1.11% | −4,967−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.3M | 0.11% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 238,302 | $11.1M | 0.08% | +10,150+4.4% | Added |
| Neuberger Berman Group LLC | 242,379 | $11.2M | 0.01% | −8,293−3.3% | Reduced |
| Voloridge Investment Management, LLC | 243,994 | $11.3M | 0.06% | −68,454−21.9% | Reduced |
| Intact Investment Management Inc. | 245,126 | $11.4M | 0.49% | −69,030−22.0% | Reduced |
| Hillsdale Investment Management Inc. | 245,900 | $11.4M | 0.96% | +9,300+3.9% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $11.6M | 0.59% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 256,353 | $11.9M | 0.30% | +2,291+0.9% | Added |
| Jarislowsky, Fraser Ltd | 262,894 | $12.2M | 0.08% | −3,776−1.4% | Reduced |
| Candriam Luxembourg S.C.A. | 278,757 | $12.9M | 0.09% | −54,908−16.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 279,745 | $13.0M | 0.15% | −43,400−13.4% | Reduced |
| Northern Trust Corp | 283,183 | $13.1M | 0.00% | +12,273+4.5% | Added |
| Prudential PLC | 295,192 | $13.7M | 0.17% | −7,282−2.4% | Reduced |
| Forsta Ap-Fonden | 332,200 | $15.4M | 0.17% | +85,800+34.8% | Added |
| Allianz Asset Management GmbH | 336,294 | $15.6M | 0.03% | +159,190+89.9% | Added |
| Citadel Advisors LLC | 339,600 | $15.8M | 0.02% | −90,120−21.0% | Reduced |
| LGT Group Foundation | 344,750 | $16.0M | 0.50% | +16,526+5.0% | Added |
| Cidel Asset Management Inc | 411,940 | $19.1M | 0.89% | −179,462−30.3% | Reduced |