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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 25,405 | $1 | 0.02% | +25,405 | New |
| Sofos Investments, Inc. | 665 | $31 | 0.00% | +665 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $280 | 0.00% | +6 | New |
| Mascoma Wealth Management LLC | 20 | $980 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $1.87K | 0.00% | −238−85.6% | Reduced |
| Bell Investment Advisors, Inc | 62 | $2.90K | 0.00% | −89−58.9% | Reduced |
| Schubert & Co | 68 | $3.18K | 0.00% | +27+65.9% | Added |
| Earnest Partners LLC | 70 | $3.27K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 80 | $3.74K | 0.00% | −2−2.4% | Reduced |
| Glen Eagle Advisors, LLC | 84 | $3.92K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.39K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.62K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 112 | $5.23K | 0.00% | +112 | New |
| GHP Investment Advisors, Inc. | 119 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $5.64K | 0.00% | +122 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120 | $5.64K | 0.00% | −34−22.1% | Reduced |
| Oakworth Capital, Inc. | 136 | $6.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $6.68K | 0.00% | +9+6.7% | Added |
| Versant Capital Management, Inc | 146 | $6.82K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $6.91K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $7.71K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $7.80K | 0.00% | +167 | New |
| Baystate Wealth Management LLC | 169 | $7.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 176 | $8.22K | 0.00% | +1+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $8.73K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 182 | $9.00K | 0.00% | +182 | New |
| PFG Private Wealth Management, LLC | 203 | $9.48K | 0.01% | +109+116.0% | Added |
| EverSource Wealth Advisors, LLC | 209 | $9.76K | 0.00% | +209 | New |
| IFP Advisors, Inc | 254 | $10.5K | 0.00% | −2,346−90.2% | Reduced |
| Belpointe Asset Management LLC | 233 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $14.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $16.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 369 | $17.2K | 0.00% | −130−26.1% | Reduced |
| TFC Financial Management | 392 | $18.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 384 | $18.5K | 0.00% | +4+1.1% | Added |
| Duncker Streett & Co Inc | 414 | $19.3K | 0.00% | −400−49.1% | Reduced |
| Financial Management Professionals, Inc. | 420 | $20.0K | 0.00% | +420 | New |
| Buck Wealth Strategies, LLC | 476 | $22.2K | 0.01% | +476 | New |
| Atticus Wealth Management, LLC | 491 | $22.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $23.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $24.8K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $25.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $26.5K | 0.00% | +568 | New |
| Glassman Wealth Services | 582 | $27.2K | 0.00% | −9−1.5% | Reduced |
| Banque Cantonale Vaudoise | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 633 | $29.6K | 0.01% | +633 | New |
| Laurel Wealth Advisors LLC | 695 | $32.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 763 | $35.6K | 0.00% | −72−8.6% | Reduced |
| Asset Dedication, LLC | 787 | $37.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 795 | $37.1K | 0.01% | +795 | New |
| Ridgewood Investments LLC | 800 | $37.4K | 0.02% | +800 | New |
| ING Groep NV | 809 | $37.8K | 0.00% | +809 | New |
| Whittier Trust Co | 862 | $40.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $41.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 898 | $41.9K | 0.01% | −98−9.8% | Reduced |
| Hexagon Capital Partners LLC | 946 | $44.2K | 0.01% | +27+2.9% | Added |
| Centennial Bank | 994 | $46.4K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,012 | $47.3K | 0.00% | −42−4.0% | Reduced |
| Vigilant Capital Management, LLC | 1,025 | $48.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $49.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,129 | $53.0K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 1,162 | $54.3K | 0.02% | −103−8.1% | Reduced |
| Group One Trading, L.P. | 1,252 | $58.5K | 0.00% | +1,252 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $60.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,304 | $60.7K | 0.04% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,507 | $70.4K | 0.10% | +6+0.4% | Added |
| Allworth Financial LP | 1,513 | $70.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,525 | $71.2K | 0.04% | +2+0.1% | Added |
| Massmutual Trust Co FSB | 1,555 | $72.6K | 0.00% | −463−22.9% | Reduced |
| Harbour Investments, Inc. | 1,721 | $80.4K | 0.00% | −100−5.5% | Reduced |
| Central Trust Co | 1,796 | $83.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,861 | $86.9K | 0.02% | +191+11.4% | Added |
| Perkins Coie Trust Co | 1,871 | $87.4K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $89.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,976 | $92.0K | 0.00% | +1,976 | New |
| Concord Wealth Partners | 2,000 | $93.4K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,089 | $97.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,165 | $101.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $104.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $111.5K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $111.9K | 0.00% | +2,396 | New |
| Ronald Blue Trust, Inc. | 2,429 | $113.0K | 0.00% | +1,253+106.5% | Added |
| Ameritas Advisory Services, LLC | 2,446 | $114.3K | 0.01% | +2,446 | New |
| Tobam | 2,484 | $116.0K | 0.01% | +737+42.2% | Added |
| HM Payson & Co | 2,490 | $116.3K | 0.00% | −18−0.7% | Reduced |
| First Horizon Advisors, Inc. | 2,771 | $129.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $132.8K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,072 | $143.5K | 0.01% | +588+23.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,105 | $145.0K | 0.00% | +27+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,249 | $151.7K | 0.00% | +1,857+133.4% | Added |
| Parallel Advisors, LLC | 3,416 | $159.6K | 0.01% | +115+3.5% | Added |