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, Q1 2023
Institutional positions in Sun Life Financial Inc as of Mar 31, 2023. 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
- 381
- +24 vs. Q4 2022
- Shares held
- 271.3M
- +1.14M (+0.4%) vs. Q4 2022
- Total value
- $12.8B
- +$52.7M (+0.4%) vs. Q4 2022
- New holders
- 44
- 141 more added
- Sold out
- 20
- 111 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 43,391,202 | $2.03B | 0.61% | −2,541,126−5.5% | Reduced |
| Vanguard Group Inc | 21,661,280 | $1.01B | 0.03% | +171,720+0.8% | Added |
| Mackenzie Financial Corp | 14,710,611 | $687.2M | 1.07% | −1,539,490−9.5% | Reduced |
| Bank of Montreal | 14,657,442 | $684.7M | 0.44% | +2,579,691+21.4% | Added |
| FIL Ltd | 13,470,123 | $629.3M | 0.72% | +3,632,891+36.9% | Added |
| TD Asset Management Inc | 11,520,969 | $537.5M | 0.65% | −1,941,853−14.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,454,270 | $487.7M | 2.87% | −36,850−0.4% | Reduced |
| Bank of Nova Scotia | 8,492,710 | $402.0M | 1.19% | −1,492,295−14.9% | Reduced |
| CIBC World Markets Inc. | 7,973,351 | $372.5M | 1.35% | +580,320+7.8% | Added |
| National Bank of Canada | 7,199,376 | $336.1M | 0.91% | +1,027,026+16.6% | Added |
| Manufacturers Life Insurance Company, The | 7,153,796 | $334.0M | 0.19% | +627,491+9.6% | Added |
| 1832 Asset Management L.P. | 7,002,430 | $327.0M | 0.67% | +269,215+4.0% | Added |
| CIBC Asset Management Inc | 6,693,435 | $312.4M | 1.27% | −164,485−2.4% | Reduced |
| Norges Bank | 6,348,188 | $296.6M | 0.06% | +92,271+1.5% | Added |
| FMR LLC | 5,040,760 | $235.5M | 0.02% | −306,947−5.7% | Reduced |
| Toronto Dominion Bank | 4,157,705 | $198.1M | 0.32% | −950,616−18.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,613,338 | $168.8M | 0.91% | −441,305−10.9% | Reduced |
| Legal & General Group Plc | 3,520,889 | $164.3M | 0.06% | −19,129−0.5% | Reduced |
| Canada Pension Plan Investment Board | 3,299,845 | $154.0M | 0.24% | +888,880+36.9% | Added |
| Scotia Capital Inc. | 3,074,560 | $143.5M | 1.05% | +61,336+2.0% | Added |
| Letko, Brosseau & Associates Inc | 3,024,332 | $141.1M | 2.64% | −47,175−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,946,554 | $141.0M | 1.55% | +211,734+7.7% | Added |
| JPMorgan Chase & Co | 2,614,012 | $122.1M | 0.02% | −127,687−4.7% | Reduced |
| Morgan Stanley | 2,486,236 | $116.1M | 0.01% | +323,836+15.0% | Added |
| Swiss National Bank | 2,354,900 | $109.9M | 0.08% | −116,500−4.7% | Reduced |
| Man Group plc | – | $109.2M | 0.39% | – | – |
| Amundi | 2,307,817 | $108.1M | 0.06% | −291,262−11.2% | Reduced |
| Bank of America Corp | 2,286,672 | $106.8M | 0.01% | +147,140+6.9% | Added |
| British Columbia Investment Management Corp | 2,250,609 | $105.1M | 1.10% | +1,078,147+92.0% | Added |
| TD Waterhouse Canada Inc. | 1,472,092 | $93.3M | 0.97% | −94,249−6.0% | Reduced |
| Geode Capital Management, LLC | 1,942,583 | $91.5M | 0.01% | +68,097+3.6% | Added |
| Alberta Investment Management Corp | 1,836,172 | $85.7M | 0.83% | +367,900+25.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,633,902 | $76.3M | 0.06% | +25,245+1.6% | Added |
| First Trust Advisors LP | 1,621,180 | $75.7M | 0.09% | +10,399+0.6% | Added |
| Invesco Ltd. | 1,549,585 | $72.4M | 0.02% | −23,622−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,541,752 | $72.0M | 0.02% | −238,848−13.4% | Reduced |
| Intact Investment Management Inc. | 1,496,440 | $69.9M | 2.88% | +1,251,314+510.5% | Added |
| Value Partners Investments Inc. | 1,417,358 | $66.1M | 5.42% | −12,618−0.9% | Reduced |
| Credit Suisse AG | 1,000,301 | $63.2M | 0.07% | +113,662+12.8% | Added |
| Agf Management Ltd | 1,316,104 | $61.5M | 0.42% | +249,846+23.4% | Added |
| HSBC Holdings PLC | 1,237,915 | $57.8M | 0.07% | −124,042−9.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $56.8M | 0.16% | 00.0% | Unchanged |
| QV Investors Inc. | 1,160,353 | $54.1M | 5.06% | −37,912−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 987,735 | $45.5M | 0.11% | −14,109−1.4% | Reduced |
| Millennium Management LLC | 930,637 | $43.4M | 0.05% | −240,322−20.5% | Reduced |
| Russell Investments Group, Ltd. | 861,760 | $40.2M | 0.08% | +59,724+7.4% | Added |
| Franklin Resources Inc | 800,168 | $37.4M | 0.02% | −55,497−6.5% | Reduced |
| Cardinal Capital Management, Inc. | 780,263 | $36.4M | 1.98% | −2,105−0.3% | Reduced |
| Bank of New York Mellon Corp | 736,205 | $34.4M | 0.01% | +5,680+0.8% | Added |
| BlackRock Inc. | 733,257 | $34.2M | 0.00% | +37,339+5.4% | Added |
| Deutsche Bank AG | 729,997 | $34.1M | 0.02% | +24,820+3.5% | Added |
| Fiera Capital Corp | 685,229 | $32.0M | 0.10% | −71,448−9.4% | Reduced |
| Northwest & Ethical Investments L.P. | 655,155 | $30.6M | 1.02% | −22,208−3.3% | Reduced |
| Korea Investment CORP | 624,474 | $29.1M | 0.08% | +89,912+16.8% | Added |
| Pictet Asset Management SA | 610,802 | $28.5M | 0.04% | −53,575−8.1% | Reduced |
| Canoe Financial LP | 587,640 | $27.5M | 0.38% | +587,640 | New |
| Goldman Sachs Group Inc | 584,077 | $27.3M | 0.01% | −39,430−6.3% | Reduced |
| Aviva PLC | 573,272 | $26.8M | 0.12% | +94,536+19.7% | Added |
| Montrusco Bolton Investments Inc. | 479,973 | $22.4M | 0.46% | −9,865−2.0% | Reduced |
| Todd Asset Management LLC | 456,643 | $21.3M | 0.52% | +7,439+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 450,000 | $21.0M | 0.12% | +250,000+125.0% | Added |
| Great West Life Assurance Co | 444,294 | $20.8M | 0.05% | +4,197+1.0% | Added |
| Hillsdale Investment Management Inc. | 427,750 | $20.0M | 1.71% | +181,850+74.0% | Added |
| Gluskin Sheff & Assoc Inc | 418,246 | $19.5M | 1.06% | −37,521−8.2% | Reduced |
| Guardian Capital LP | 418,008 | $19.5M | 0.62% | −247−0.1% | Reduced |
| UBS Group AG | 411,429 | $19.2M | 0.01% | +192,108+87.6% | Added |
| LGT Group Foundation | 354,408 | $16.6M | 0.48% | +9,658+2.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 333,360 | $15.6M | 0.11% | +95,058+39.9% | Added |
| State of Wisconsin Investment Board | 316,427 | $14.8M | 0.04% | +131,976+71.6% | Added |
| Forsta Ap-Fonden | 305,800 | $14.3M | 0.17% | −26,400−7.9% | Reduced |
| Prudential PLC | 304,332 | $14.2M | 0.17% | +9,140+3.1% | Added |
| Waratah Capital Advisors Ltd. | 302,324 | $14.1M | 0.70% | +302,324 | New |
| Mn Services Vermogensbeheer B.V. | 288,645 | $13.5M | 0.14% | +8,900+3.2% | Added |
| Cidel Asset Management Inc | 287,173 | $13.4M | 0.61% | −124,767−30.3% | Reduced |
| Northern Trust Corp | 282,167 | $13.2M | 0.00% | −1,016−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 261,788 | $12.2M | 0.29% | +5,435+2.1% | Added |
| Jarislowsky, Fraser Ltd | 260,372 | $12.1M | 0.07% | −2,522−1.0% | Reduced |
| Renaissance Technologies LLC | 258,740 | $12.1M | 0.02% | +104,640+67.9% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $11.7M | 0.62% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 238,614 | $11.1M | 0.01% | −3,765−1.6% | Reduced |
| Triasima Portfolio Management inc. | 232,954 | $10.9M | 0.90% | +96,224+70.4% | Added |
| Bank of Nova Scotia Trust Co | 228,504 | $10.7M | 1.17% | +7,761+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.4M | 0.10% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 157,550 | $9.95M | 2.55% | +157,550 | New |
| Voloridge Investment Management, LLC | 211,118 | $9.86M | 0.05% | −32,876−13.5% | Reduced |
| Acadian Asset Management LLC | 206,500 | $9.63M | 0.04% | −547,000−72.6% | Reduced |
| Qube Research & Technologies Ltd | 204,053 | $9.53M | 0.05% | +20,312+11.1% | Added |
| Susquehanna Fundamental Investments, LLC | 201,500 | $9.41M | 0.22% | 00.0% | Unchanged |
| APG Asset Management N.V. | 217,878 | $9.36M | 0.02% | +83,298+61.9% | Added |
| AXA S.A. | 199,911 | $9.34M | 0.03% | −5,269−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 199,373 | $9.30M | 0.05% | +4,760+2.4% | Added |
| Power Corp of Canada | 203,702 | $9.25M | 0.97% | +104,133+104.6% | Added |
| Allianz Asset Management GmbH | 195,949 | $9.14M | 0.02% | −140,345−41.7% | Reduced |
| Guardian Capital Advisors LP | 181,371 | $8.58M | 0.99% | −5,880−3.1% | Reduced |
| Citigroup Inc | 178,807 | $8.34M | 0.01% | +20,610+13.0% | Added |
| USS Investment Management Ltd | 169,650 | $7.92M | 0.11% | 00.0% | Unchanged |
| Addenda Capital Inc. | 122,502 | $7.73M | 0.32% | +180+0.1% | Added |
| Brookfield Asset Management Inc. | 163,953 | $7.66M | 0.03% | +97,231+145.7% | Added |
| Public Sector Pension Investment Board | 158,257 | $7.38M | 0.06% | +7,777+5.2% | Added |
| Unigestion Holding SA | 157,829 | $7.30M | 0.40% | 00.0% | Unchanged |