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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 238,614 | $11.1M | 0.01% | −3,765−1.6% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $11.7M | 0.62% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 258,740 | $12.1M | 0.02% | +104,640+67.9% | Added |
| Jarislowsky, Fraser Ltd | 260,372 | $12.1M | 0.07% | −2,522−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 261,788 | $12.2M | 0.29% | +5,435+2.1% | Added |
| Northern Trust Corp | 282,167 | $13.2M | 0.00% | −1,016−0.4% | Reduced |
| Cidel Asset Management Inc | 287,173 | $13.4M | 0.61% | −124,767−30.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 288,645 | $13.5M | 0.14% | +8,900+3.2% | Added |
| Waratah Capital Advisors Ltd. | 302,324 | $14.1M | 0.70% | +302,324 | New |
| Prudential PLC | 304,332 | $14.2M | 0.17% | +9,140+3.1% | Added |
| Forsta Ap-Fonden | 305,800 | $14.3M | 0.17% | −26,400−7.9% | Reduced |
| State of Wisconsin Investment Board | 316,427 | $14.8M | 0.04% | +131,976+71.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 333,360 | $15.6M | 0.11% | +95,058+39.9% | Added |
| LGT Group Foundation | 354,408 | $16.6M | 0.48% | +9,658+2.8% | Added |
| UBS Group AG | 411,429 | $19.2M | 0.01% | +192,108+87.6% | Added |
| Guardian Capital LP | 418,008 | $19.5M | 0.62% | −247−0.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 418,246 | $19.5M | 1.06% | −37,521−8.2% | Reduced |
| Hillsdale Investment Management Inc. | 427,750 | $20.0M | 1.71% | +181,850+74.0% | Added |
| Great West Life Assurance Co | 444,294 | $20.8M | 0.05% | +4,197+1.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 450,000 | $21.0M | 0.12% | +250,000+125.0% | Added |
| Todd Asset Management LLC | 456,643 | $21.3M | 0.52% | +7,439+1.7% | Added |
| Montrusco Bolton Investments Inc. | 479,973 | $22.4M | 0.46% | −9,865−2.0% | Reduced |
| Aviva PLC | 573,272 | $26.8M | 0.12% | +94,536+19.7% | Added |
| Goldman Sachs Group Inc | 584,077 | $27.3M | 0.01% | −39,430−6.3% | Reduced |
| Canoe Financial LP | 587,640 | $27.5M | 0.38% | +587,640 | New |
| Pictet Asset Management SA | 610,802 | $28.5M | 0.04% | −53,575−8.1% | Reduced |
| Korea Investment CORP | 624,474 | $29.1M | 0.08% | +89,912+16.8% | Added |
| Northwest & Ethical Investments L.P. | 655,155 | $30.6M | 1.02% | −22,208−3.3% | Reduced |
| Fiera Capital Corp | 685,229 | $32.0M | 0.10% | −71,448−9.4% | Reduced |
| Deutsche Bank AG | 729,997 | $34.1M | 0.02% | +24,820+3.5% | Added |
| BlackRock Inc. | 733,257 | $34.2M | 0.00% | +37,339+5.4% | Added |
| Bank of New York Mellon Corp | 736,205 | $34.4M | 0.01% | +5,680+0.8% | Added |
| Cardinal Capital Management, Inc. | 780,263 | $36.4M | 1.98% | −2,105−0.3% | Reduced |
| Franklin Resources Inc | 800,168 | $37.4M | 0.02% | −55,497−6.5% | Reduced |
| Russell Investments Group, Ltd. | 861,760 | $40.2M | 0.08% | +59,724+7.4% | Added |
| Millennium Management LLC | 930,637 | $43.4M | 0.05% | −240,322−20.5% | Reduced |
| DekaBank Deutsche Girozentrale | 987,735 | $45.5M | 0.11% | −14,109−1.4% | Reduced |
| QV Investors Inc. | 1,160,353 | $54.1M | 5.06% | −37,912−3.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $56.8M | 0.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,237,915 | $57.8M | 0.07% | −124,042−9.1% | Reduced |
| Agf Management Ltd | 1,316,104 | $61.5M | 0.42% | +249,846+23.4% | Added |
| Credit Suisse AG | 1,000,301 | $63.2M | 0.07% | +113,662+12.8% | Added |
| Value Partners Investments Inc. | 1,417,358 | $66.1M | 5.42% | −12,618−0.9% | Reduced |
| Intact Investment Management Inc. | 1,496,440 | $69.9M | 2.88% | +1,251,314+510.5% | Added |
| Dimensional Fund Advisors LP | 1,541,752 | $72.0M | 0.02% | −238,848−13.4% | Reduced |
| Invesco Ltd. | 1,549,585 | $72.4M | 0.02% | −23,622−1.5% | Reduced |
| First Trust Advisors LP | 1,621,180 | $75.7M | 0.09% | +10,399+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,633,902 | $76.3M | 0.06% | +25,245+1.6% | Added |
| Alberta Investment Management Corp | 1,836,172 | $85.7M | 0.83% | +367,900+25.1% | Added |
| Geode Capital Management, LLC | 1,942,583 | $91.5M | 0.01% | +68,097+3.6% | Added |
| TD Waterhouse Canada Inc. | 1,472,092 | $93.3M | 0.97% | −94,249−6.0% | Reduced |
| British Columbia Investment Management Corp | 2,250,609 | $105.1M | 1.10% | +1,078,147+92.0% | Added |
| Bank of America Corp | 2,286,672 | $106.8M | 0.01% | +147,140+6.9% | Added |
| Amundi | 2,307,817 | $108.1M | 0.06% | −291,262−11.2% | Reduced |
| Man Group plc | – | $109.2M | 0.39% | – | – |
| Swiss National Bank | 2,354,900 | $109.9M | 0.08% | −116,500−4.7% | Reduced |
| Morgan Stanley | 2,486,236 | $116.1M | 0.01% | +323,836+15.0% | Added |
| JPMorgan Chase & Co | 2,614,012 | $122.1M | 0.02% | −127,687−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,946,554 | $141.0M | 1.55% | +211,734+7.7% | Added |
| Letko, Brosseau & Associates Inc | 3,024,332 | $141.1M | 2.64% | −47,175−1.5% | Reduced |
| Scotia Capital Inc. | 3,074,560 | $143.5M | 1.05% | +61,336+2.0% | Added |
| Canada Pension Plan Investment Board | 3,299,845 | $154.0M | 0.24% | +888,880+36.9% | Added |
| Legal & General Group Plc | 3,520,889 | $164.3M | 0.06% | −19,129−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,613,338 | $168.8M | 0.91% | −441,305−10.9% | Reduced |
| Toronto Dominion Bank | 4,157,705 | $198.1M | 0.32% | −950,616−18.6% | Reduced |
| FMR LLC | 5,040,760 | $235.5M | 0.02% | −306,947−5.7% | Reduced |
| Norges Bank | 6,348,188 | $296.6M | 0.06% | +92,271+1.5% | Added |
| CIBC Asset Management Inc | 6,693,435 | $312.4M | 1.27% | −164,485−2.4% | Reduced |
| 1832 Asset Management L.P. | 7,002,430 | $327.0M | 0.67% | +269,215+4.0% | Added |
| Manufacturers Life Insurance Company, The | 7,153,796 | $334.0M | 0.19% | +627,491+9.6% | Added |
| National Bank of Canada | 7,199,376 | $336.1M | 0.91% | +1,027,026+16.6% | Added |
| CIBC World Markets Inc. | 7,973,351 | $372.5M | 1.35% | +580,320+7.8% | Added |
| Bank of Nova Scotia | 8,492,710 | $402.0M | 1.19% | −1,492,295−14.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 10,454,270 | $487.7M | 2.87% | −36,850−0.4% | Reduced |
| TD Asset Management Inc | 11,520,969 | $537.5M | 0.65% | −1,941,853−14.4% | Reduced |
| FIL Ltd | 13,470,123 | $629.3M | 0.72% | +3,632,891+36.9% | Added |
| Bank of Montreal | 14,657,442 | $684.7M | 0.44% | +2,579,691+21.4% | Added |
| Mackenzie Financial Corp | 14,710,611 | $687.2M | 1.07% | −1,539,490−9.5% | Reduced |
| Vanguard Group Inc | 21,661,280 | $1.01B | 0.03% | +171,720+0.8% | Added |
| Royal Bank of Canada | 43,391,202 | $2.03B | 0.61% | −2,541,126−5.5% | Reduced |
| Quilter Plc | 11,435 | – | – | −965−7.8% | Reduced |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −46,184−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −42,900−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −39,724−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,289−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −8,386−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −6,591−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,683−100.0% | Sold out |
| Villere St Denis J & Co LLC | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −109−100.0% | Sold out |