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 |
|---|---|---|---|---|---|
| Centennial Bank | 994 | $46.1K | 0.03% | +994 | New |
| Park Place Capital Corp | 996 | $46.0K | 0.01% | +996 | New |
| Compagnie Lombard Odier SCmA | 968 | $45.0K | 0.00% | +968 | New |
| Hexagon Capital Partners LLC | 919 | $42.7K | 0.01% | +125+15.7% | Added |
| MCF Advisors LLC | 890 | $41.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $40.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 835 | $38.8K | 0.00% | +363+76.9% | Added |
| Duncker Streett & Co Inc | 814 | $37.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 787 | $37.0K | 0.00% | −11,210−93.4% | Reduced |
| Asset Dedication, LLC | 787 | $36.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 695 | $32.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 591 | $27.4K | 0.01% | +77+15.0% | Added |
| Money Concepts Capital Corp | 559 | $25.9K | 0.00% | +559 | New |
| Sutton Wealth Advisors Inc. | 552 | $25.6K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 576 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $24.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $23.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 499 | $23.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 509 | $23.0K | 0.00% | +4+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | +100+25.0% | Added |
| Atticus Wealth Management, LLC | 491 | $22.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $21.0K | 0.00% | +452 | New |
| TFC Financial Management | 392 | $18.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 380 | $17.6K | 0.00% | +2+0.5% | Added |
| Westside Investment Management, Inc. | 355 | $16.0K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 308 | $14.3K | 0.00% | +308 | New |
| Antonetti Capital Management LLC | 304 | $14.1K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $13.9K | 0.00% | +300 | New |
| Tacita Capital Inc | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 242 | $11.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 278 | $11.1K | 0.00% | +278 | New |
| Trustcore Financial Services, LLC | 234 | $10.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 233 | $10.8K | 0.00% | +233 | New |
| SRS Capital Advisors, Inc. | 189 | $8.77K | 0.00% | +189 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $8.68K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 181 | $8.40K | 0.01% | +181 | New |
| Private Trust Co NA | 175 | $8.00K | 0.00% | +2+1.2% | Added |
| Baystate Wealth Management LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $7.66K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 | $7.18K | 0.00% | −18−10.5% | Reduced |
| Bell Investment Advisors, Inc | 151 | $7.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $6.78K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $6.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $6.22K | 0.00% | +12+9.8% | Added |
| GHP Investment Advisors, Inc. | 119 | $5.52K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 109 | $5.06K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.40K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.36K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $3.94K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $3.90K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 82 | $3.81K | 0.00% | −44−34.9% | Reduced |
| Schubert & Co | 41 | $1.90K | 0.00% | −38−48.1% | Reduced |
| HHM Wealth Advisors, LLC | 33 | $1.53K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | +32 | New |
| Optiver Holding B.V. | 29 | $1.00K | 0.00% | +29 | New |
| Mascoma Wealth Management LLC | 20 | $927 | 0.00% | 00.0% | Unchanged |
| 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 |