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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 132,304 | $6.14M | 0.44% | +540.0% | Added |
| Ameriprise Financial Inc | 93,078 | $5.54M | 0.00% | +85,459+1,121.7% | Added |
| Motco | 118,905 | $5.52M | 0.41% | −3,585−2.9% | Reduced |
| Jane Street Group, LLC | 109,842 | $5.10M | 0.01% | +5,945+5.7% | Added |
| Wells Fargo & Company | 105,440 | $4.90M | 0.00% | +1,107+1.1% | Added |
| Barclays PLC | 101,368 | $4.71M | 0.00% | −33,873−25.0% | Reduced |
| Power Corp of Canada | 99,569 | $4.62M | 0.83% | +1,236+1.3% | Added |
| Shell Asset Management Co | 98,214 | $4.56M | 0.20% | −20,462−17.2% | Reduced |
| Swiss Life Asset Management Ltd | 97,155 | $4.52M | 0.08% | +17,219+21.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 96,253 | $4.47M | 1.92% | +3,825+4.1% | Added |
| Janus Henderson Group PLC | 73,581 | $3.41M | 0.00% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 71,447 | $3.31M | 0.09% | +71,447 | New |
| American Century Companies Inc | 70,026 | $3.25M | 0.00% | +19,570+38.8% | Added |
| Seeyond | 67,149 | $3.11M | 0.30% | +67,149 | New |
| Brookfield Asset Management Inc. | 66,722 | $3.09M | 0.01% | −321,543−82.8% | Reduced |
| PCJ Investment Counsel Ltd. | 65,790 | $3.05M | 1.33% | +47,240+254.7% | Added |
| Wellington Management Group LLP | 59,612 | $2.77M | 0.00% | +2,327+4.1% | Added |
| Symphony Financial, Ltd. Co. | 56,898 | $2.70M | 0.72% | +31,078+120.4% | Added |
| Assenagon Asset Management S.A. | 56,404 | $2.62M | 0.01% | −1,651−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 54,809 | $2.54M | 0.01% | +2,304+4.4% | Added |
| ClariVest Asset Management LLC | 54,120 | $2.51M | 0.12% | −960−1.7% | Reduced |
| Kraematon Investment Advisors, Inc | 49,664 | $2.31M | 2.50% | +1,498+3.1% | Added |
| Twin Tree Management, LP | 46,256 | $2.15M | 0.07% | +21,914+90.0% | Added |
| Voya Investment Management LLC | 46,184 | $2.14M | 0.00% | +14,023+43.6% | Added |
| Alliancebernstein L.P. | 45,365 | $2.11M | 0.00% | −1,494−3.2% | Reduced |
| Vontobel Holding Ltd. | 44,819 | $2.08M | 0.02% | −40.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 42,900 | $1.99M | 0.11% | +4,350+11.3% | Added |
| Van Eck Associates Corp | 42,818 | $1.99M | 0.01% | +25,941+153.7% | Added |
| Unison Advisors LLC | 42,478 | $1.97M | 0.26% | +425+1.0% | Added |
| Andra AP-fonden | 30,300 | $1.90M | 0.06% | −57,200−65.4% | Reduced |
| BNP Paribas Arbitrage, SA | 39,724 | $1.84M | 0.00% | −57,537−59.2% | Reduced |
| Dorchester Wealth Management Co | 38,565 | $1.79M | 0.42% | −4,610−10.7% | Reduced |
| Pendal Group Limited | 37,618 | $1.75M | 0.02% | +37,618 | New |
| HBK Sorce Advisory LLC | 36,000 | $1.67M | 0.04% | +18,000+100.0% | Added |
| Ensign Peak Advisors, Inc | 33,900 | $1.67M | 0.00% | +6,600+24.2% | Added |
| Ossiam | 35,034 | $1.63M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 33,006 | $1.53M | 0.14% | +14,200+75.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 31,562 | $1.46M | 0.00% | −2,922−8.5% | Reduced |
| Natixis Advisors, L.P. | 30,484 | $1.42M | 0.01% | +5,015+19.7% | Added |
| United Services Automobile Association | 29,668 | $1.38M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 29,096 | $1.35M | 0.00% | −1,219−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 27,754 | $1.29M | 0.00% | +5,666+25.7% | Added |
| AE Wealth Management LLC | 27,609 | $1.28M | 0.01% | +10,796+64.2% | Added |
| Erste Asset Management GmbH | 26,900 | $1.26M | 0.03% | +1,400+5.5% | Added |
| Wetherby Asset Management Inc | 26,451 | $1.23M | 0.08% | +3,727+16.4% | Added |
| M&T Bank Corp | 25,977 | $1.21M | 0.00% | −827−3.1% | Reduced |
| Cetera Investment Advisers | 25,976 | $1.21M | 0.01% | +2,906+12.6% | Added |
| Walleye Capital LLC | 25,289 | $1.17M | 0.03% | +25,289 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,014 | $1.16M | 0.00% | +18,314+273.3% | Added |
| Wambolt & Associates, LLC | 24,731 | $1.15M | 0.44% | +211+0.9% | Added |
| Mariner, LLC | 23,466 | $1.09M | 0.00% | +11,854+102.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,958 | $1.07M | 0.00% | −3,529−13.3% | Reduced |
| JCIC Asset Management Inc. | 22,941 | $1.06M | 0.53% | −105−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 22,871 | $1.06M | 0.00% | −409,599−94.7% | Reduced |
| Private Advisor Group, LLC | 28,570 | $1.04M | 0.05% | +22,323+357.3% | Added |
| Mason & Associates Inc | 22,000 | $1.02M | 0.33% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,876 | $1.02M | 0.00% | −1,447−6.2% | Reduced |
| LPL Financial LLC | 21,731 | $1.01M | 0.00% | +1,542+7.6% | Added |
| Stifel Financial Corp | 21,471 | $996.8K | 0.00% | −671−3.0% | Reduced |
| Cumberland Partners Ltd | 20,863 | $968.1K | 0.10% | +8,759+72.4% | Added |
| State Street Corp | 20,458 | $949.7K | 0.00% | +6,526+46.8% | Added |
| Signaturefd, LLC | 20,404 | $947.2K | 0.03% | +3,460+20.4% | Added |
| Cetera Advisor Networks LLC | 20,265 | $940.7K | 0.01% | +3,181+18.6% | Added |
| Comerica Bank | 18,744 | $910.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 19,065 | $884.3K | 0.00% | −4,400−18.8% | Reduced |
| Rempart Asset Management Inc. | 18,705 | $868.0K | 0.20% | +199+1.1% | Added |
| US Bancorp | 18,564 | $861.7K | 0.00% | −1,952−9.5% | Reduced |
| HighTower Advisors, LLC | 18,111 | $846.0K | 0.00% | −1,823−9.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,976 | $788.0K | 0.10% | 00.0% | Unchanged |
| Capital World Investors | 16,974 | $787.9K | 0.00% | +3,225+23.5% | Added |
| Empowered Funds, LLC | 16,476 | $764.8K | 0.05% | +16,476 | New |
| Northwestern Mutual Wealth Management Co | 16,354 | $759.2K | 0.00% | −337−2.0% | Reduced |
| SEI Investments Co | 16,350 | $759.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 16,313 | $757.2K | 0.00% | +2,019+14.1% | Added |
| Balyasny Asset Management LLC | 15,174 | $704.4K | 0.00% | −47,877−75.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,167 | $704.0K | 0.00% | −934−5.8% | Reduced |
| Banque Pictet & Cie SA | 15,089 | $699.9K | 0.01% | +6,588+77.5% | Added |
| The PNC Financial Services Group, Inc. | 15,004 | $696.5K | 0.00% | +3,267+27.8% | Added |
| Vident Investment Advisory, LLC | 14,792 | $686.1K | 0.03% | +5,309+56.0% | Added |
| Pearl River Capital, LLC | 14,691 | $681.9K | 0.12% | −20,513−58.3% | Reduced |
| King Luther Capital Management Corp | 14,223 | $660.2K | 0.00% | −49−0.3% | Reduced |
| Advisors Asset Management, Inc. | 13,820 | $641.5K | 0.01% | −765−5.2% | Reduced |
| Brinker Capital Investments, LLC | 13,625 | $632.5K | 0.01% | +381+2.9% | Added |
| Avantax Advisory Services, Inc. | 13,029 | $604.8K | 0.01% | −67−0.5% | Reduced |
| Advisory Resource Group | 12,631 | $586.3K | 0.17% | +7,056+126.6% | Added |
| Blair William & Co | 12,418 | $576.4K | 0.00% | −16−0.1% | Reduced |
| Quilter Plc | 12,400 | $575.6K | 0.02% | +100+0.8% | Added |
| JustInvest LLC | 12,371 | $574.3K | 0.02% | +4,884+65.2% | Added |
| Fifth Third Bancorp | 12,299 | $570.9K | 0.00% | −235−1.9% | Reduced |
| Washington Trust Co | 12,187 | $565.7K | 0.03% | −1,090−8.2% | Reduced |
| Mirova | 11,991 | $556.2K | 0.09% | −10.0% | Reduced |
| Kestra Advisory Services, LLC | 11,132 | $516.7K | 0.00% | −827−6.9% | Reduced |
| Captrust Financial Advisors | 11,065 | $513.6K | 0.00% | +230+2.1% | Added |
| Cigna Investments Inc | 11,014 | $511.0K | 0.11% | −12−0.1% | Reduced |
| Edgestream Partners, L.P. | 10,890 | $505.5K | 0.06% | +10,890 | New |
| Engrave Wealth Partners LLC | 10,519 | $503.9K | 0.18% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 10,756 | $499.3K | 0.01% | +756+7.6% | Added |
| Pathway Financial Advisers, LLC | 10,584 | $491.3K | 0.20% | +10,584 | New |
| Claret Asset Management Corp | 10,452 | $485.0K | 0.11% | −400−3.7% | Reduced |
| First Republic Investment Management, Inc. | 10,333 | $479.7K | 0.00% | +1,617+18.6% | Added |