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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 3,601 | $168.2K | 0.02% | −4−0.1% | Reduced |
| City Holding Co | 3,700 | $172.8K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 4,083 | $190.7K | 0.00% | +140+3.6% | Added |
| Schechter Investment Advisors, LLC | 4,298 | $200.7K | 0.02% | +4,298 | New |
| Pathway Financial Advisors LLC | 4,339 | $202.6K | 0.07% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $203.0K | 0.10% | +2,906+922.5% | Added |
| Bayesian Capital Management, LP | 4,400 | $205.5K | 0.03% | +4,400 | New |
| Flaharty Asset Management, LLC | 4,411 | $206.0K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 4,450 | $207.8K | 0.03% | −122−2.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,481 | $209.0K | 0.08% | −66−1.5% | Reduced |
| Ieq Capital, LLC | 4,505 | $210.4K | 0.00% | +38+0.9% | Added |
| Pacer Advisors, Inc. | 4,532 | $211.6K | 0.00% | +144+3.3% | Added |
| Capital City Trust Co | 4,596 | $214.6K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $214.9K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,618 | $215.7K | 0.01% | −23−0.5% | Reduced |
| Old National Bancorp | 4,645 | $216.9K | 0.01% | +163+3.6% | Added |
| Kula Investments, LLC | 4,722 | $220.5K | 0.05% | +4,722 | New |
| Gulf International Bank (UK) Ltd | 4,759 | $222.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,761 | $222.3K | 0.02% | −589−11.0% | Reduced |
| Truist Financial Corp | 4,841 | $226.1K | 0.00% | +531+12.3% | Added |
| Creative Financial Designs Inc | 4,850 | $226.5K | 0.03% | +4,850 | New |
| Northwest Bancshares, Inc. | 4,950 | $231.2K | 0.04% | −83−1.6% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $232.8K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $233.5K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,098 | $238.1K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,105 | $238.1K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,233 | $244.4K | 0.00% | −10.0% | Reduced |
| Financial Counselors Inc | 5,262 | $246.0K | 0.01% | −700−11.7% | Reduced |
| DFPG Investments, LLC | 5,348 | $249.8K | 0.03% | +843+18.7% | Added |
| Ritholtz Wealth Management | 5,348 | $249.8K | 0.01% | −294−5.2% | Reduced |
| Smithfield Trust Co | 5,394 | $252.0K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,438 | $254.0K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 5,500 | $256.0K | 0.00% | +77+1.4% | Added |
| Beacon Pointe Advisors, LLC | 5,578 | $260.5K | 0.00% | +5,578 | New |
| Veriti Management LLC | 5,743 | $268.2K | 0.03% | +1,198+26.4% | Added |
| Mercer Global Advisors Inc | 5,878 | $275.0K | 0.00% | +370+6.7% | Added |
| Cozad Asset Management Inc | 5,957 | $278.2K | 0.04% | −470−7.3% | Reduced |
| Heathbridge Capital Management Ltd. | 6,000 | $280.0K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,040 | $282.0K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 6,089 | $284.0K | 0.00% | −18−0.3% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $287.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,239 | $291.4K | 0.01% | +86+1.4% | Added |
| Savant Capital, LLC | 6,264 | $292.5K | 0.01% | +6,264 | New |
| Wealthspire Advisors, LLC | 6,270 | $292.8K | 0.01% | +1,335+27.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,339 | $296.0K | 0.01% | −2,169−25.5% | Reduced |
| Ontario Teachers Pension Plan Board | 6,563 | $306.6K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6,641 | $310.1K | 0.05% | +6,641 | New |
| Parsons Capital Management Inc | 6,667 | $311.3K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 6,693 | $312.6K | 0.24% | −310−4.4% | Reduced |
| Trexquant Investment LP | 6,765 | $315.9K | 0.01% | −602−8.2% | Reduced |
| MONECO Advisors, LLC | 6,806 | $317.8K | 0.09% | +2,475+57.1% | Added |
| West Family Investments, Inc. | 6,847 | $319.8K | 0.13% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,021 | $327.9K | 0.01% | +44+0.6% | Added |
| Advisor Partners II, LLC | 7,165 | $334.6K | 0.02% | +1,886+35.7% | Added |
| Brown Advisory Inc | 7,305 | $341.1K | 0.00% | +7,305 | New |
| Boston Financial Mangement LLC | 7,491 | $349.8K | 0.01% | +7,491 | New |
| Sequoia Financial Advisors, LLC | 7,639 | $356.7K | 0.01% | +855+12.6% | Added |
| Royal London Asset Management Ltd | 7,775 | $363.1K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 7,938 | $370.7K | 0.01% | −64−0.8% | Reduced |
| CI Private Wealth, LLC | 7,968 | $372.1K | 0.00% | +7,968 | New |
| Cerity Partners LLC | 8,485 | $396.3K | 0.00% | +2,815+49.6% | Added |
| Glenmede Trust Co NA | 8,580 | $400.7K | 0.00% | −290−3.3% | Reduced |
| Mirova | 8,692 | $405.5K | 0.06% | −3,299−27.5% | Reduced |
| Evergreen Capital Management LLC | 8,864 | $413.9K | 0.02% | +8,864 | New |
| Claret Asset Management Corp | 9,746 | $455.0K | 0.09% | −706−6.8% | Reduced |
| Verdence Capital Advisors LLC | 9,744 | $455.1K | 0.06% | +9,744 | New |
| Yousif Capital Management, LLC | 9,792 | $457.3K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 9,802 | $457.8K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,918 | $463.0K | 0.03% | +1,045+11.8% | Added |
| First Republic Investment Management, Inc. | 10,122 | $472.7K | 0.00% | −211−2.0% | Reduced |
| Fifth Third Bancorp | 10,689 | $499.2K | 0.00% | −1,610−13.1% | Reduced |
| Engrave Wealth Partners LLC | 10,519 | $502.3K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,816 | $504.0K | 0.10% | −198−1.8% | Reduced |
| Kestra Advisory Services, LLC | 11,233 | $524.6K | 0.01% | +101+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,334 | $528.5K | 0.01% | +2,061+22.2% | Added |
| NorthCrest Asset Manangement, LLC | 11,802 | $551.2K | 0.02% | +2,002+20.4% | Added |
| Advisors Asset Management, Inc. | 11,976 | $559.3K | 0.01% | −1,844−13.3% | Reduced |
| Washington Trust Co | 12,173 | $568.5K | 0.03% | −14−0.1% | Reduced |
| Captrust Financial Advisors | 12,211 | $570.3K | 0.00% | +1,146+10.4% | Added |
| JustInvest LLC | 12,360 | $577.2K | 0.02% | −11−0.1% | Reduced |
| Blair William & Co | 12,378 | $578.1K | 0.00% | −40−0.3% | Reduced |
| Advisory Resource Group | 12,973 | $605.8K | 0.17% | +342+2.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,150 | $609.5K | 0.05% | +669+10.3% | Added |
| Brinker Capital Investments, LLC | 13,064 | $610.1K | 0.01% | −561−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 13,064 | $610.1K | 0.01% | +13,064 | New |
| Cubist Systematic Strategies, LLC | 13,197 | $616.2K | 0.01% | +13,197 | New |
| Avantax Advisory Services, Inc. | 13,349 | $623.4K | 0.01% | +320+2.5% | Added |
| Janney Montgomery Scott LLC | 13,471 | $629.0K | 0.00% | +7,993+145.9% | Added |
| King Luther Capital Management Corp | 13,653 | $637.6K | 0.00% | −570−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,701 | $687.0K | 0.00% | −466−3.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $693.4K | 0.08% | −2,127−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,099 | $705.1K | 0.00% | +95+0.6% | Added |
| Balyasny Asset Management LLC | 15,834 | $739.5K | 0.00% | +660+4.3% | Added |
| Cumberland Partners Ltd | 15,888 | $741.4K | 0.07% | −4,975−23.8% | Reduced |
| SEI Investments Co | 16,350 | $763.5K | 0.00% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 16,405 | $765.7K | 0.17% | −2,300−12.3% | Reduced |
| Citadel Advisors LLC | 16,770 | $783.2K | 0.00% | −322,830−95.1% | Reduced |
| Capital World Investors | 16,974 | $793.0K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 17,109 | $799.3K | 0.03% | −12,559−42.3% | Reduced |
| Twin Tree Management, LP | 17,327 | $809.2K | 0.02% | −28,929−62.5% | Reduced |