Sun Life Financial Inc

SLF

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0001097362

SEC filings (opens in a new tab)

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.

Other share classesSLFIF SLFQF SUNFF

Q1 2023 vs. Q4 2022

How the institutions holding Sun Life Financial Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of SLF: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	363	6	381	+24
Shares	270.3M	132.9K	271.3M	+1.14M (+0.4%)
Value	$12.8B	$6.21M	$12.8B	+$52.7M (+0.4%)

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Sun Life Financial Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SLF in Q1 2023
Institution	Shares	Value	% of portfolio
Canoe Financial LP	587,640	$27.5M	0.38%
Waratah Capital Advisors Ltd.	302,324	$14.1M	0.70%
Barometer Capital Management Inc.	157,550	$9.95M	2.55%
Two Sigma Advisers, LP	105,532	$4.93M	0.01%
Utah Retirement Systems	72,083	$3.36M	0.05%
Westpac Banking Corp	48,439	$3.06M	0.04%
Ostrum Asset Management	55,089	$2.57M	0.22%
Harvest Portfolios Group Inc.	51,117	$2.39M	0.12%
Zurich Insurance Group Ltd	32,000	$1.49M	0.02%
Duality Advisers, LP	21,090	$984.9K	0.11%
Maryland State Retirement & Pension System	19,562	$913.8K	0.02%
Cubist Systematic Strategies, LLC	13,197	$616.2K	0.01%
Orion Portfolio Solutions, LLC	13,064	$610.1K	0.01%
Verdence Capital Advisors LLC	9,744	$455.1K	0.06%
Evergreen Capital Management LLC	8,864	$413.9K	0.02%
CI Private Wealth, LLC	7,968	$372.1K	0.00%
Boston Financial Mangement LLC	7,491	$349.8K	0.01%
Brown Advisory Inc	7,305	$341.1K	0.00%
Lee Financial Co	6,641	$310.1K	0.05%
Savant Capital, LLC	6,264	$292.5K	0.01%
Beacon Pointe Advisors, LLC	5,578	$260.5K	0.00%
Creative Financial Designs Inc	4,850	$226.5K	0.03%
Kula Investments, LLC	4,722	$220.5K	0.05%
Bayesian Capital Management, LP	4,400	$205.5K	0.03%
Schechter Investment Advisors, LLC	4,298	$200.7K	0.02%
Ameritas Advisory Services, LLC	2,446	$114.3K	0.01%
Macquarie Group Ltd	2,396	$111.9K	0.00%
Benjamin F. Edwards & Company, Inc.	1,976	$92.0K	0.00%
Group One Trading, L.P.	1,252	$58.5K	0.00%
ING Groep NV	809	$37.8K	0.00%
Ridgewood Investments LLC	800	$37.4K	0.02%
International Assets Investment Management, LLC	795	$37.1K	0.01%
State of Wyoming	633	$29.6K	0.01%
Spire Wealth Management	568	$26.5K	0.00%
Buck Wealth Strategies, LLC	476	$22.2K	0.01%
Financial Management Professionals, Inc.	420	$20.0K	0.00%
EverSource Wealth Advisors, LLC	209	$9.76K	0.00%
Householder Group Estate & Retirement Specialist, LLC	182	$9.00K	0.00%
Carmel Capital Partners, LLC	167	$7.80K	0.00%
Sunbelt Securities, Inc.	122	$5.64K	0.00%
Syverson Strege & Co	112	$5.23K	0.00%
Kayne Anderson Rudnick Investment Management LLC	6	$280	0.00%
Sofos Investments, Inc.	665	$31	0.00%
Summit Wealth Group, LLC	25,405	$1	0.02%

Sold out (20)

Institutions that held Sun Life Financial Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of SLF in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Voya Investment Management LLC	46,184	$2.14M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	42,900	$1.99M
BNP Paribas Arbitrage, SA	39,724	$1.84M
Walleye Capital LLC	25,289	$1.17M
SIG North Trading, ULC	8,386	$388.6K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	7,814	$362.7K
Sound View Wealth Advisors Group, LLC	6,982	$362.1K
First National Trust Co	6,591	$306.0K
Gyon Technologies Capital Management, LP	5,683	$263.8K
Villere St Denis J & Co LLC	5,407	$250.0K
Compagnie Lombard Odier SCmA	968	$45.0K
Tower Research Capital LLC (TRC)	787	$37.0K
Money Concepts Capital Corp	559	$25.9K
Rockefeller Capital Management L.P.	509	$23.0K
Romano Brothers and Company	308	$14.3K
Laurel Wealth Planning LLC	242	$11.2K
SRS Capital Advisors, Inc.	189	$8.77K
My Personal CFO, LLC	181	$8.40K
Goodwin Investment Advisory	109	$5.06K
Optiver Holding B.V.	29	$1.00K

Not filed for Q1 2023 yet (6)

Institutions that held Sun Life Financial Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Seeyond	67,149	$3.11M
Pendal Group Limited	37,618	$1.75M
Comerica Bank	18,744	$910.0K
Tyler-Stone Wealth Management	8,727	$405.0K
CoreCap Advisors, LLC	452	$21.0K
Trustcore Financial Services, LLC	234	$10.9K