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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 17,467 | $815.7K | 0.05% | +991+6.0% | Added |
| Natixis | 17,560 | $820.1K | 0.01% | +15,599+795.5% | Added |
| Banque Pictet & Cie SA | 17,889 | $834.6K | 0.01% | +2,800+18.6% | Added |
| Northwestern Mutual Wealth Management Co | 17,951 | $838.3K | 0.00% | +1,597+9.8% | Added |
| HBK Sorce Advisory LLC | 18,000 | $840.6K | 0.04% | −18,000−50.0% | Reduced |
| HighTower Advisors, LLC | 18,369 | $858.0K | 0.00% | +258+1.4% | Added |
| Cetera Advisor Networks LLC | 18,426 | $860.5K | 0.01% | −1,839−9.1% | Reduced |
| US Bancorp | 18,760 | $876.1K | 0.00% | +196+1.1% | Added |
| Maryland State Retirement & Pension System | 19,562 | $913.8K | 0.02% | +19,562 | New |
| Pathway Financial Advisers, LLC | 20,614 | $962.6K | 0.39% | +10,030+94.8% | Added |
| Signaturefd, LLC | 21,006 | $981.0K | 0.03% | +602+3.0% | Added |
| Duality Advisers, LP | 21,090 | $984.9K | 0.11% | +21,090 | New |
| State Street Corp | 21,118 | $986.2K | 0.00% | +660+3.2% | Added |
| Creative Planning | 21,660 | $1.01M | 0.00% | +5,347+32.8% | Added |
| Mason & Associates Inc | 22,000 | $1.03M | 0.31% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,173 | $1.04M | 0.00% | +702+3.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,248 | $1.04M | 0.00% | −9,314−29.5% | Reduced |
| JCIC Asset Management Inc. | 22,971 | $1.07M | 0.50% | +30+0.1% | Added |
| Pearl River Capital, LLC | 24,610 | $1.15M | 0.18% | +9,919+67.5% | Added |
| Edgestream Partners, L.P. | 24,740 | $1.16M | 0.13% | +13,850+127.2% | Added |
| Wambolt & Associates, LLC | 24,460 | $1.16M | 0.41% | −271−1.1% | Reduced |
| LPL Financial LLC | 24,948 | $1.17M | 0.00% | +3,217+14.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,014 | $1.17M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 25,252 | $1.18M | 0.00% | +1,786+7.6% | Added |
| Advisor Group Holdings, Inc. | 25,714 | $1.20M | 0.00% | −2,040−7.4% | Reduced |
| Wetherby Asset Management Inc | 25,934 | $1.21M | 0.07% | −517−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,136 | $1.22M | 0.00% | +3,178+13.8% | Added |
| Principal Financial Group Inc | 27,707 | $1.29M | 0.00% | +8,642+45.3% | Added |
| Raymond James & Associates | 28,814 | $1.35M | 0.00% | −282−1.0% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.41M | 0.03% | +3,600+13.4% | Added |
| Barclays PLC | 30,228 | $1.41M | 0.00% | −71,140−70.2% | Reduced |
| Cetera Investment Advisers | 30,433 | $1.42M | 0.01% | +4,457+17.2% | Added |
| Zurich Insurance Group Ltd | 32,000 | $1.49M | 0.02% | +32,000 | New |
| Metis Global Partners, LLC | 32,458 | $1.52M | 0.10% | −548−1.7% | Reduced |
| M&T Bank Corp | 32,820 | $1.53M | 0.01% | +6,843+26.3% | Added |
| Natixis Advisors, L.P. | 32,879 | $1.53M | 0.01% | +2,395+7.9% | Added |
| Private Advisor Group, LLC | 33,608 | $1.57M | 0.01% | +5,038+17.6% | Added |
| Ossiam | 36,135 | $1.69M | 0.04% | +1,101+3.1% | Added |
| AE Wealth Management LLC | 37,302 | $1.74M | 0.01% | +9,693+35.1% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $1.87M | 0.00% | +6,200+18.3% | Added |
| Unison Advisors LLC | 42,878 | $2.00M | 0.22% | +400+0.9% | Added |
| Dorchester Wealth Management Co | 43,135 | $2.01M | 0.41% | +4,570+11.9% | Added |
| Vontobel Holding Ltd. | 44,314 | $2.07M | 0.02% | −505−1.1% | Reduced |
| Envestnet Asset Management Inc | 44,773 | $2.09M | 0.00% | +22,897+104.7% | Added |
| Alliancebernstein L.P. | 45,115 | $2.11M | 0.00% | −250−0.6% | Reduced |
| Kraematon Investment Advisors, Inc | 49,285 | $2.30M | 2.66% | −379−0.8% | Reduced |
| Van Eck Associates Corp | 50,352 | $2.35M | 0.01% | +7,534+17.6% | Added |
| Polar Asset Management Partners Inc. | 50,500 | $2.36M | 0.04% | +39,744+369.5% | Added |
| Harvest Portfolios Group Inc. | 51,117 | $2.39M | 0.12% | +51,117 | New |
| ClariVest Asset Management LLC | 54,320 | $2.53M | 0.11% | +200+0.4% | Added |
| Vident Investment Advisory, LLC | 54,848 | $2.56M | 0.08% | +40,056+270.8% | Added |
| K.J. Harrison & Partners Inc | 54,968 | $2.56M | 0.52% | +50,370+1,095.5% | Added |
| Ostrum Asset Management | 55,089 | $2.57M | 0.22% | +55,089 | New |
| Prudential Financial Inc | 56,200 | $2.62M | 0.00% | +48,600+639.5% | Added |
| Commonwealth Equity Services, LLC | 57,914 | $2.70M | 0.01% | +3,105+5.7% | Added |
| Assenagon Asset Management S.A. | 58,237 | $2.72M | 0.01% | +1,833+3.2% | Added |
| Jane Street Group, LLC | 58,205 | $2.72M | 0.00% | −51,637−47.0% | Reduced |
| Wellington Management Group LLP | 61,135 | $2.85M | 0.00% | +1,523+2.6% | Added |
| Andra AP-fonden | 46,100 | $2.91M | 0.08% | +15,800+52.1% | Added |
| Achmea Investment Management B.V. | 64,504 | $3.01M | 0.09% | +63,928+11,098.6% | Added |
| La Banque Postale Asset Management SA | 65,469 | $3.05M | 0.08% | −5,978−8.4% | Reduced |
| Westpac Banking Corp | 48,439 | $3.06M | 0.04% | +48,439 | New |
| PCJ Investment Counsel Ltd. | 66,890 | $3.12M | 1.24% | +1,100+1.7% | Added |
| Swiss Life Asset Management Ltd | 68,802 | $3.21M | 0.05% | −28,353−29.2% | Reduced |
| Symphony Financial, Ltd. Co. | 70,946 | $3.28M | 0.85% | +14,048+24.7% | Added |
| Utah Retirement Systems | 72,083 | $3.36M | 0.05% | +72,083 | New |
| Janus Henderson Group PLC | 73,581 | $3.43M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 75,648 | $3.50M | 0.00% | +5,622+8.0% | Added |
| Credential Qtrade Securities Inc. | 93,423 | $4.36M | 0.29% | −38,881−29.4% | Reduced |
| Candriam Luxembourg S.C.A. | 105,500 | $4.53M | 0.03% | −173,257−62.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 100,544 | $4.69M | 1.87% | +4,291+4.5% | Added |
| Price T Rowe Associates Inc | 101,423 | $4.74M | 0.00% | −461,875−82.0% | Reduced |
| Shell Asset Management Co | 104,142 | $4.86M | 0.20% | +5,928+6.0% | Added |
| Wells Fargo & Company | 105,047 | $4.90M | 0.00% | −393−0.4% | Reduced |
| Two Sigma Advisers, LP | 105,532 | $4.93M | 0.01% | +105,532 | New |
| D. E. Shaw & Co., Inc. | 117,670 | $5.50M | 0.01% | +94,799+414.5% | Added |
| Motco | 122,290 | $5.71M | 0.39% | +3,385+2.8% | Added |
| Ameriprise Financial Inc | 103,484 | $6.32M | 0.00% | +10,406+11.2% | Added |
| O'Shaughnessy Asset Management, LLC | 137,832 | $6.44M | 0.10% | −8,540−5.8% | Reduced |
| Burney Co | 140,481 | $6.56M | 0.32% | +5,788+4.3% | Added |
| Unigestion Holding SA | 157,829 | $7.30M | 0.40% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 158,257 | $7.38M | 0.06% | +7,777+5.2% | Added |
| Brookfield Asset Management Inc. | 163,953 | $7.66M | 0.03% | +97,231+145.7% | Added |
| Addenda Capital Inc. | 122,502 | $7.73M | 0.32% | +180+0.1% | Added |
| USS Investment Management Ltd | 169,650 | $7.92M | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 178,807 | $8.34M | 0.01% | +20,610+13.0% | Added |
| Guardian Capital Advisors LP | 181,371 | $8.58M | 0.99% | −5,880−3.1% | Reduced |
| Allianz Asset Management GmbH | 195,949 | $9.14M | 0.02% | −140,345−41.7% | Reduced |
| Power Corp of Canada | 203,702 | $9.25M | 0.97% | +104,133+104.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 199,373 | $9.30M | 0.05% | +4,760+2.4% | Added |
| AXA S.A. | 199,911 | $9.34M | 0.03% | −5,269−2.6% | Reduced |
| APG Asset Management N.V. | 217,878 | $9.36M | 0.02% | +83,298+61.9% | Added |
| Susquehanna Fundamental Investments, LLC | 201,500 | $9.41M | 0.22% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 204,053 | $9.53M | 0.05% | +20,312+11.1% | Added |
| Acadian Asset Management LLC | 206,500 | $9.63M | 0.04% | −547,000−72.6% | Reduced |
| Voloridge Investment Management, LLC | 211,118 | $9.86M | 0.05% | −32,876−13.5% | Reduced |
| Barometer Capital Management Inc. | 157,550 | $9.95M | 2.55% | +157,550 | New |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.4M | 0.10% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 228,504 | $10.7M | 1.17% | +7,761+3.5% | Added |
| Triasima Portfolio Management inc. | 232,954 | $10.9M | 0.90% | +96,224+70.4% | Added |