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 |
|---|---|---|---|---|---|
| Burney Co | 140,481 | $6.56M | 0.32% | +5,788+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 137,832 | $6.44M | 0.10% | −8,540−5.8% | Reduced |
| Ameriprise Financial Inc | 103,484 | $6.32M | 0.00% | +10,406+11.2% | Added |
| Motco | 122,290 | $5.71M | 0.39% | +3,385+2.8% | Added |
| D. E. Shaw & Co., Inc. | 117,670 | $5.50M | 0.01% | +94,799+414.5% | Added |
| Two Sigma Advisers, LP | 105,532 | $4.93M | 0.01% | +105,532 | New |
| Wells Fargo & Company | 105,047 | $4.90M | 0.00% | −393−0.4% | Reduced |
| Shell Asset Management Co | 104,142 | $4.86M | 0.20% | +5,928+6.0% | Added |
| Price T Rowe Associates Inc | 101,423 | $4.74M | 0.00% | −461,875−82.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 100,544 | $4.69M | 1.87% | +4,291+4.5% | Added |
| Candriam Luxembourg S.C.A. | 105,500 | $4.53M | 0.03% | −173,257−62.2% | Reduced |
| Credential Qtrade Securities Inc. | 93,423 | $4.36M | 0.29% | −38,881−29.4% | Reduced |
| American Century Companies Inc | 75,648 | $3.50M | 0.00% | +5,622+8.0% | Added |
| Janus Henderson Group PLC | 73,581 | $3.43M | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 72,083 | $3.36M | 0.05% | +72,083 | New |
| Symphony Financial, Ltd. Co. | 70,946 | $3.28M | 0.85% | +14,048+24.7% | Added |
| Swiss Life Asset Management Ltd | 68,802 | $3.21M | 0.05% | −28,353−29.2% | Reduced |
| PCJ Investment Counsel Ltd. | 66,890 | $3.12M | 1.24% | +1,100+1.7% | Added |
| Westpac Banking Corp | 48,439 | $3.06M | 0.04% | +48,439 | New |
| La Banque Postale Asset Management SA | 65,469 | $3.05M | 0.08% | −5,978−8.4% | Reduced |
| Achmea Investment Management B.V. | 64,504 | $3.01M | 0.09% | +63,928+11,098.6% | Added |
| Andra AP-fonden | 46,100 | $2.91M | 0.08% | +15,800+52.1% | Added |
| Wellington Management Group LLP | 61,135 | $2.85M | 0.00% | +1,523+2.6% | Added |
| Jane Street Group, LLC | 58,205 | $2.72M | 0.00% | −51,637−47.0% | Reduced |
| Assenagon Asset Management S.A. | 58,237 | $2.72M | 0.01% | +1,833+3.2% | Added |
| Commonwealth Equity Services, LLC | 57,914 | $2.70M | 0.01% | +3,105+5.7% | Added |
| Prudential Financial Inc | 56,200 | $2.62M | 0.00% | +48,600+639.5% | Added |
| Ostrum Asset Management | 55,089 | $2.57M | 0.22% | +55,089 | New |
| K.J. Harrison & Partners Inc | 54,968 | $2.56M | 0.52% | +50,370+1,095.5% | Added |
| Vident Investment Advisory, LLC | 54,848 | $2.56M | 0.08% | +40,056+270.8% | Added |
| ClariVest Asset Management LLC | 54,320 | $2.53M | 0.11% | +200+0.4% | Added |
| Harvest Portfolios Group Inc. | 51,117 | $2.39M | 0.12% | +51,117 | New |
| Polar Asset Management Partners Inc. | 50,500 | $2.36M | 0.04% | +39,744+369.5% | Added |
| Van Eck Associates Corp | 50,352 | $2.35M | 0.01% | +7,534+17.6% | Added |
| Kraematon Investment Advisors, Inc | 49,285 | $2.30M | 2.66% | −379−0.8% | Reduced |
| Alliancebernstein L.P. | 45,115 | $2.11M | 0.00% | −250−0.6% | Reduced |
| Envestnet Asset Management Inc | 44,773 | $2.09M | 0.00% | +22,897+104.7% | Added |
| Vontobel Holding Ltd. | 44,314 | $2.07M | 0.02% | −505−1.1% | Reduced |
| Dorchester Wealth Management Co | 43,135 | $2.01M | 0.41% | +4,570+11.9% | Added |
| Unison Advisors LLC | 42,878 | $2.00M | 0.22% | +400+0.9% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $1.87M | 0.00% | +6,200+18.3% | Added |
| AE Wealth Management LLC | 37,302 | $1.74M | 0.01% | +9,693+35.1% | Added |
| Ossiam | 36,135 | $1.69M | 0.04% | +1,101+3.1% | Added |
| Private Advisor Group, LLC | 33,608 | $1.57M | 0.01% | +5,038+17.6% | Added |
| Natixis Advisors, L.P. | 32,879 | $1.53M | 0.01% | +2,395+7.9% | Added |
| M&T Bank Corp | 32,820 | $1.53M | 0.01% | +6,843+26.3% | Added |
| Metis Global Partners, LLC | 32,458 | $1.52M | 0.10% | −548−1.7% | Reduced |
| Zurich Insurance Group Ltd | 32,000 | $1.49M | 0.02% | +32,000 | New |
| Cetera Investment Advisers | 30,433 | $1.42M | 0.01% | +4,457+17.2% | Added |
| Barclays PLC | 30,228 | $1.41M | 0.00% | −71,140−70.2% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.41M | 0.03% | +3,600+13.4% | Added |
| Raymond James & Associates | 28,814 | $1.35M | 0.00% | −282−1.0% | Reduced |
| Principal Financial Group Inc | 27,707 | $1.29M | 0.00% | +8,642+45.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,136 | $1.22M | 0.00% | +3,178+13.8% | Added |
| Wetherby Asset Management Inc | 25,934 | $1.21M | 0.07% | −517−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 25,714 | $1.20M | 0.00% | −2,040−7.4% | Reduced |
| Mariner, LLC | 25,252 | $1.18M | 0.00% | +1,786+7.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,014 | $1.17M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 24,948 | $1.17M | 0.00% | +3,217+14.8% | Added |
| Wambolt & Associates, LLC | 24,460 | $1.16M | 0.41% | −271−1.1% | Reduced |
| Edgestream Partners, L.P. | 24,740 | $1.16M | 0.13% | +13,850+127.2% | Added |
| Pearl River Capital, LLC | 24,610 | $1.15M | 0.18% | +9,919+67.5% | Added |
| JCIC Asset Management Inc. | 22,971 | $1.07M | 0.50% | +30+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,248 | $1.04M | 0.00% | −9,314−29.5% | Reduced |
| Stifel Financial Corp | 22,173 | $1.04M | 0.00% | +702+3.3% | Added |
| Mason & Associates Inc | 22,000 | $1.03M | 0.31% | 00.0% | Unchanged |
| Creative Planning | 21,660 | $1.01M | 0.00% | +5,347+32.8% | Added |
| State Street Corp | 21,118 | $986.2K | 0.00% | +660+3.2% | Added |
| Duality Advisers, LP | 21,090 | $984.9K | 0.11% | +21,090 | New |
| Signaturefd, LLC | 21,006 | $981.0K | 0.03% | +602+3.0% | Added |
| Pathway Financial Advisers, LLC | 20,614 | $962.6K | 0.39% | +10,030+94.8% | Added |
| Maryland State Retirement & Pension System | 19,562 | $913.8K | 0.02% | +19,562 | New |
| US Bancorp | 18,760 | $876.1K | 0.00% | +196+1.1% | Added |
| Cetera Advisor Networks LLC | 18,426 | $860.5K | 0.01% | −1,839−9.1% | Reduced |
| HighTower Advisors, LLC | 18,369 | $858.0K | 0.00% | +258+1.4% | Added |
| HBK Sorce Advisory LLC | 18,000 | $840.6K | 0.04% | −18,000−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,951 | $838.3K | 0.00% | +1,597+9.8% | Added |
| Banque Pictet & Cie SA | 17,889 | $834.6K | 0.01% | +2,800+18.6% | Added |
| Natixis | 17,560 | $820.1K | 0.01% | +15,599+795.5% | Added |
| Empowered Funds, LLC | 17,467 | $815.7K | 0.05% | +991+6.0% | Added |
| Twin Tree Management, LP | 17,327 | $809.2K | 0.02% | −28,929−62.5% | Reduced |
| United Services Automobile Association | 17,109 | $799.3K | 0.03% | −12,559−42.3% | Reduced |
| Capital World Investors | 16,974 | $793.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,770 | $783.2K | 0.00% | −322,830−95.1% | Reduced |
| Rempart Asset Management Inc. | 16,405 | $765.7K | 0.17% | −2,300−12.3% | Reduced |
| SEI Investments Co | 16,350 | $763.5K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 15,888 | $741.4K | 0.07% | −4,975−23.8% | Reduced |
| Balyasny Asset Management LLC | 15,834 | $739.5K | 0.00% | +660+4.3% | Added |
| The PNC Financial Services Group, Inc. | 15,099 | $705.1K | 0.00% | +95+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $693.4K | 0.08% | −2,127−12.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,701 | $687.0K | 0.00% | −466−3.1% | Reduced |
| King Luther Capital Management Corp | 13,653 | $637.6K | 0.00% | −570−4.0% | Reduced |
| Janney Montgomery Scott LLC | 13,471 | $629.0K | 0.00% | +7,993+145.9% | Added |
| Avantax Advisory Services, Inc. | 13,349 | $623.4K | 0.01% | +320+2.5% | Added |
| Cubist Systematic Strategies, LLC | 13,197 | $616.2K | 0.01% | +13,197 | New |
| 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 |
| Lombard Odier Asset Management (Switzerland) SA | 7,150 | $609.5K | 0.05% | +669+10.3% | Added |
| Advisory Resource Group | 12,973 | $605.8K | 0.17% | +342+2.7% | Added |
| Blair William & Co | 12,378 | $578.1K | 0.00% | −40−0.3% | Reduced |