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 |
|---|---|---|---|---|---|
| Woodstock Corp | 9,802 | $455.0K | 0.06% | −200−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,800 | $455.0K | 0.03% | −1,581−13.9% | Reduced |
| Yousif Capital Management, LLC | 9,792 | $454.5K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,273 | $433.0K | 0.01% | +1,541+19.9% | Added |
| Quantinno Capital Management LP | 8,873 | $412.0K | 0.03% | +8,873 | New |
| Glenmede Trust Co NA | 8,870 | $411.7K | 0.00% | −430−4.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,481 | $407.3K | 0.03% | +6,481 | New |
| Tyler-Stone Wealth Management | 8,727 | $405.0K | 0.28% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,508 | $395.0K | 0.01% | +2,654+45.3% | Added |
| SIG North Trading, ULC | 8,386 | $388.6K | 0.20% | −132,097−94.0% | Reduced |
| Balentine LLC | 8,002 | $371.4K | 0.01% | −1,383−14.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,814 | $362.7K | 0.10% | +7,814 | New |
| Sound View Wealth Advisors Group, LLC | 6,982 | $362.1K | 0.04% | +6,982 | New |
| Royal London Asset Management Ltd | 7,775 | $360.9K | 0.00% | +7,775 | New |
| Prudential Financial Inc | 7,600 | $352.6K | 0.00% | +7,600 | New |
| Trexquant Investment LP | 7,367 | $342.0K | 0.01% | −23,117−75.8% | Reduced |
| Davidson Trust Co | 7,003 | $325.1K | 0.29% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,977 | $323.9K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,847 | $317.8K | 0.11% | −1,420−17.2% | Reduced |
| Sequoia Financial Advisors, LLC | 6,784 | $314.9K | 0.01% | +6,784 | New |
| Parsons Capital Management Inc | 6,667 | $309.5K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 6,591 | $306.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,563 | $304.7K | 0.00% | −7,906−54.6% | Reduced |
| Cozad Asset Management Inc | 6,427 | $298.3K | 0.04% | +1,040+19.3% | Added |
| K.J. Harrison & Partners Inc | 4,598 | $289.0K | 0.06% | −1,609−25.9% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $285.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,153 | $285.6K | 0.01% | +107+1.8% | Added |
| CWM, LLC | 6,107 | $283.0K | 0.00% | −117−1.9% | Reduced |
| Stonebridge Capital Management Inc | 6,040 | $280.0K | 0.13% | −235−3.7% | Reduced |
| Heathbridge Capital Management Ltd. | 6,000 | $278.5K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,962 | $277.0K | 0.01% | +700+13.3% | Added |
| Gyon Technologies Capital Management, LP | 5,683 | $263.8K | 0.10% | +5,683 | New |
| Cerity Partners LLC | 5,670 | $263.2K | 0.00% | +6+0.1% | Added |
| Ritholtz Wealth Management | 5,642 | $261.9K | 0.01% | −3,386−37.5% | Reduced |
| Mercer Global Advisors Inc | 5,508 | $256.0K | 0.00% | +5,508 | New |
| Janney Montgomery Scott LLC | 5,478 | $254.0K | 0.00% | −9,363−63.1% | Reduced |
| Running Point Capital Advisors, LLC | 5,438 | $252.4K | 0.16% | +260+5.0% | Added |
| Regions Financial Corp | 5,423 | $251.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clarius Group, LLC | 5,350 | $248.0K | 0.02% | +5,350 | New |
| Advisor Partners II, LLC | 5,279 | $245.1K | 0.02% | +5,279 | New |
| Baird Financial Group, Inc. | 5,234 | $243.0K | 0.00% | −224−4.1% | Reduced |
| Rathbone Brothers plc | 5,105 | $236.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $236.7K | 0.04% | +5,098 | New |
| Northwest Bancshares, Inc. | 5,033 | $233.6K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $232.1K | 0.06% | +5,000 | New |
| Confluence Wealth Services, Inc. | 4,985 | $231.4K | 0.06% | −1,069−17.7% | Reduced |
| Wealthspire Advisors, LLC | 4,935 | $229.1K | 0.00% | +4,935 | New |
| Gulf International Bank (UK) Ltd | 4,759 | $220.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,641 | $215.4K | 0.01% | +4,641 | New |
| DFPG Investments, LLC | 4,505 | $214.7K | 0.04% | +4,505 | New |
| Veritable, L.P. | 4,602 | $213.6K | 0.00% | +4,602 | New |
| Capital City Trust Co | 4,596 | $213.3K | 0.07% | +4,596 | New |
| Intrust Bank NA | 4,572 | $212.2K | 0.03% | +4,572 | New |
| Veriti Management LLC | 4,545 | $211.0K | 0.03% | −492−9.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,547 | $211.0K | 0.08% | +4,547 | New |
| Old National Bancorp | 4,482 | $208.0K | 0.01% | −2,058−31.5% | Reduced |
| Ieq Capital, LLC | 4,467 | $207.4K | 0.01% | +4,467 | New |
| Flaharty Asset Management, LLC | 4,411 | $204.8K | 0.04% | +4,411 | New |
| Pacer Advisors, Inc. | 4,388 | $203.7K | 0.00% | +4,388 | New |
| Pathway Financial Advisors LLC | 4,339 | $201.4K | 0.06% | +4,339 | New |
| MONECO Advisors, LLC | 4,331 | $201.0K | 0.07% | +4,331 | New |
| Truist Financial Corp | 4,310 | $200.1K | 0.00% | +4,310 | New |
| Huntington National Bank | 3,943 | $183.0K | 0.00% | −1,775−31.0% | Reduced |
| City Holding Co | 3,700 | $171.7K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,605 | $167.3K | 0.02% | +79+2.2% | Added |
| Parallel Advisors, LLC | 3,301 | $153.3K | 0.01% | −284−7.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 315 | $149.5K | 0.12% | −2,906−90.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,078 | $142.9K | 0.00% | +1,553+101.8% | Added |
| Independence Bank of Kentucky | 2,844 | $132.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $128.6K | 0.00% | −227−7.6% | Reduced |
| HM Payson & Co | 2,508 | $116.4K | 0.00% | +1,766+238.0% | Added |
| Quadrant Capital Group LLC | 2,484 | $115.3K | 0.01% | −1,948−44.0% | Reduced |
| IFP Advisors, Inc | 2,600 | $108.0K | 0.00% | −559−17.7% | Reduced |
| Credit Agricole S A | 2,231 | $103.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,165 | $101.0K | 0.00% | −289−11.8% | Reduced |
| Umb Bank N A | 2,089 | $97.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $94.9K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,018 | $94.0K | 0.00% | +867+75.3% | Added |
| Concord Wealth Partners | 2,000 | $92.8K | 0.03% | +2,000 | New |
| Natixis | 1,961 | $91.0K | 0.00% | −13,470−87.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $88.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $86.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,821 | $84.5K | 0.01% | −50−2.7% | Reduced |
| Central Trust Co | 1,796 | $83.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,747 | $81.0K | 0.01% | +750+75.2% | Added |
| Contravisory Investment Management, Inc. | 1,670 | $77.5K | 0.02% | −20−1.2% | Reduced |
| Lowe Wealth Advisors, LLC | 1,523 | $70.7K | 0.04% | +215+16.4% | Added |
| Allworth Financial LP | 1,513 | $70.2K | 0.00% | +208+15.9% | Added |
| Johnson Midwest Financial, LLC | 1,501 | $70.0K | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,392 | $64.6K | 0.00% | −9−0.6% | Reduced |
| Pacifica Partners Inc. | 1,304 | $60.5K | 0.04% | −300−18.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $60.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,265 | $58.7K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,129 | $52.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,054 | $48.9K | 0.00% | +53+5.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,049 | $48.7K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,176 | $47.0K | 0.00% | −99−7.8% | Reduced |