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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 418,255 | $19.4M | 0.64% | −399−0.1% | Reduced |
| Great West Life Assurance Co | 440,097 | $20.5M | 0.05% | +26,167+6.3% | Added |
| Todd Asset Management LLC | 449,204 | $20.9M | 0.51% | +4,534+1.0% | Added |
| Gluskin Sheff & Assoc Inc | 455,767 | $21.2M | 1.19% | −14,858−3.2% | Reduced |
| Aviva PLC | 478,736 | $22.2M | 0.11% | +96,708+25.3% | Added |
| Montrusco Bolton Investments Inc. | 489,838 | $22.7M | 0.53% | −239,359−32.8% | Reduced |
| Korea Investment CORP | 534,562 | $24.8M | 0.08% | −63,500−10.6% | Reduced |
| Price T Rowe Associates Inc | 563,298 | $26.1M | 0.00% | +43,617+8.4% | Added |
| Goldman Sachs Group Inc | 623,507 | $28.9M | 0.01% | −841,468−57.4% | Reduced |
| Pictet Asset Management SA | 664,377 | $30.8M | 0.04% | +87,128+15.1% | Added |
| Northwest & Ethical Investments L.P. | 677,363 | $31.4M | 1.09% | −50,300−6.9% | Reduced |
| BlackRock Inc. | 695,918 | $32.3M | 0.00% | +103,649+17.5% | Added |
| Deutsche Bank AG | 705,177 | $32.7M | 0.02% | +32,493+4.8% | Added |
| Bank of New York Mellon Corp | 730,525 | $33.9M | 0.01% | +10,711+1.5% | Added |
| Acadian Asset Management LLC | 753,500 | $34.9M | 0.17% | +529,600+236.5% | Added |
| Fiera Capital Corp | 756,677 | $35.1M | 0.11% | −18,780−2.4% | Reduced |
| Cardinal Capital Management, Inc. | 782,368 | $36.3M | 2.05% | +11,040+1.4% | Added |
| Russell Investments Group, Ltd. | 802,036 | $37.2M | 0.08% | +59,600+8.0% | Added |
| Franklin Resources Inc | 855,665 | $39.7M | 0.02% | −233,621−21.4% | Reduced |
| Credit Suisse AG | 886,639 | $41.2M | 0.04% | +52,656+6.3% | Added |
| DekaBank Deutsche Girozentrale | 1,001,844 | $46.4M | 0.12% | +156,228+18.5% | Added |
| Agf Management Ltd | 1,066,258 | $49.5M | 0.36% | +1,066,258 | New |
| Millennium Management LLC | 1,170,959 | $54.4M | 0.06% | +104,181+9.8% | Added |
| British Columbia Investment Management Corp | 1,172,462 | $54.4M | 0.60% | −275,239−19.0% | Reduced |
| QV Investors Inc. | 1,198,265 | $55.6M | 5.32% | −39,440−3.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $56.5M | 0.17% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,361,957 | $63.2M | 0.08% | +264,953+24.2% | Added |
| Value Partners Investments Inc. | 1,429,976 | $66.4M | 5.76% | −1,635−0.1% | Reduced |
| Alberta Investment Management Corp | 1,468,272 | $68.1M | 0.60% | −381,000−20.6% | Reduced |
| Invesco Ltd. | 1,573,207 | $73.0M | 0.02% | −66,767−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,608,657 | $74.7M | 0.06% | −67,457−4.0% | Reduced |
| First Trust Advisors LP | 1,610,781 | $74.8M | 0.09% | +46,385+3.0% | Added |
| Dimensional Fund Advisors LP | 1,780,600 | $82.7M | 0.03% | +78,368+4.6% | Added |
| Geode Capital Management, LLC | 1,874,486 | $87.6M | 0.01% | −14,013−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,566,341 | $95.3M | 1.05% | +10,017+0.6% | Added |
| Bank of America Corp | 2,139,532 | $99.3M | 0.01% | −162,560−7.1% | Reduced |
| Morgan Stanley | 2,162,400 | $100.4M | 0.01% | −13,830−0.6% | Reduced |
| Canada Pension Plan Investment Board | 2,410,965 | $111.8M | 0.20% | +356,400+17.3% | Added |
| Swiss National Bank | 2,471,400 | $114.7M | 0.08% | −164,700−6.2% | Reduced |
| Amundi | 2,599,079 | $123.8M | 0.07% | +229,801+9.7% | Added |
| JPMorgan Chase & Co | 2,741,699 | $127.3M | 0.02% | +38,412+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,734,820 | $130.7M | 1.55% | +59,185+2.2% | Added |
| Scotia Capital Inc. | 3,013,224 | $139.6M | 1.07% | +124,679+4.3% | Added |
| Letko, Brosseau & Associates Inc | 3,071,507 | $142.5M | 2.57% | −57,590−1.8% | Reduced |
| Man Group plc | 3,141,398 | $145.7M | 0.52% | +1,441,387+84.8% | Added |
| Legal & General Group Plc | 3,540,018 | $164.2M | 0.06% | −231,115−6.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,054,643 | $188.2M | 1.08% | +313,043+8.4% | Added |
| Toronto Dominion Bank | 5,108,321 | $241.7M | 0.36% | +606,748+13.5% | Added |
| FMR LLC | 5,347,707 | $248.2M | 0.02% | −439,041−7.6% | Reduced |
| National Bank of Canada | 6,172,350 | $286.3M | 0.77% | +4,300,627+229.8% | Added |
| Norges Bank | 6,255,917 | $290.4M | 0.07% | +356,437+6.0% | Added |
| Manufacturers Life Insurance Company, The | 6,526,305 | $302.8M | 0.19% | +37,206+0.6% | Added |
| 1832 Asset Management L.P. | 6,733,215 | $312.6M | 0.64% | +534,725+8.6% | Added |
| CIBC Asset Management Inc | 6,857,920 | $318.4M | 1.35% | −402,630−5.5% | Reduced |
| CIBC World Markets Inc. | 7,393,031 | $343.0M | 1.35% | −852,532−10.3% | Reduced |
| FIL Ltd | 9,837,232 | $456.6M | 0.55% | +286,024+3.0% | Added |
| Bank of Nova Scotia | 9,985,005 | $463.5M | 1.20% | −1,283,451−11.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,491,120 | $486.6M | 2.95% | −117,907−1.1% | Reduced |
| TD Asset Management Inc | 13,462,822 | $624.5M | 0.77% | +14,269+0.1% | Added |
| Mackenzie Financial Corp | 16,250,101 | $753.1M | 1.27% | −496,424−3.0% | Reduced |
| Bank of Montreal | 12,077,751 | $766.1M | 0.60% | −96,293−0.8% | Reduced |
| Vanguard Group Inc | 21,489,560 | $997.5M | 0.03% | +473,273+2.3% | Added |
| Royal Bank of Canada | 45,932,328 | $2.13B | 0.65% | −6,130,912−11.8% | Reduced |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −109,346−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −93,180−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −70,200−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −57,753−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −50,006−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −46,132−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −45,717−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −42,913−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −33,748−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,070−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,043−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −20,290−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −18,939−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,983−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,731−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,933−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,617−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,312−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| FAI Wealth Management | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |