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Livermore
Livermore
ZHEN

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ1 2023: 381 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2023: $12.8B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC12,360$577.2K0.02%−11−0.1%Reduced
Captrust Financial Advisors12,211$570.3K0.00%+1,146+10.4%Added
Washington Trust Co12,173$568.5K0.03%−14−0.1%Reduced
Advisors Asset Management, Inc.11,976$559.3K0.01%−1,844−13.3%Reduced
NorthCrest Asset Manangement, LLC11,802$551.2K0.02%+2,002+20.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.11,334$528.5K0.01%+2,061+22.2%Added
Kestra Advisory Services, LLC11,233$524.6K0.01%+101+0.9%Added
Cigna Investments Inc10,816$504.0K0.10%−198−1.8%Reduced
Engrave Wealth Partners LLC10,519$502.3K0.17%00.0%Unchanged
Fifth Third Bancorp10,689$499.2K0.00%−1,610−13.1%Reduced
First Republic Investment Management, Inc.10,122$472.7K0.00%−211−2.0%Reduced
Quantinno Capital Management LP9,918$463.0K0.03%+1,045+11.8%Added
Woodstock Corp9,802$457.8K0.06%00.0%Unchanged
Yousif Capital Management, LLC9,792$457.3K0.01%00.0%Unchanged
Verdence Capital Advisors LLC9,744$455.1K0.06%+9,744New
Claret Asset Management Corp9,746$455.0K0.09%−706−6.8%Reduced
Evergreen Capital Management LLC8,864$413.9K0.02%+8,864New
Mirova8,692$405.5K0.06%−3,299−27.5%Reduced
Glenmede Trust Co NA8,580$400.7K0.00%−290−3.3%Reduced
Cerity Partners LLC8,485$396.3K0.00%+2,815+49.6%Added
CI Private Wealth, LLC7,968$372.1K0.00%+7,968New
Balentine LLC7,938$370.7K0.01%−64−0.8%Reduced
Royal London Asset Management Ltd7,775$363.1K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC7,639$356.7K0.01%+855+12.6%Added
Boston Financial Mangement LLC7,491$349.8K0.01%+7,491New
Brown Advisory Inc7,305$341.1K0.00%+7,305New
Advisor Partners II, LLC7,165$334.6K0.02%+1,886+35.7%Added
Welch & Forbes LLC7,021$327.9K0.01%+44+0.6%Added
West Family Investments, Inc.6,847$319.8K0.13%00.0%Unchanged
MONECO Advisors, LLC6,806$317.8K0.09%+2,475+57.1%Added
Trexquant Investment LP6,765$315.9K0.01%−602−8.2%Reduced
Davidson Trust Co6,693$312.6K0.24%−310−4.4%Reduced
Parsons Capital Management Inc6,667$311.3K0.03%00.0%Unchanged
Lee Financial Co6,641$310.1K0.05%+6,641New
Ontario Teachers Pension Plan Board6,563$306.6K0.00%00.0%Unchanged
Prime Capital Investment Advisors, LLC6,339$296.0K0.01%−2,169−25.5%Reduced
Wealthspire Advisors, LLC6,270$292.8K0.01%+1,335+27.1%Added
Savant Capital, LLC6,264$292.5K0.01%+6,264New
Advisory Services Network, LLC6,239$291.4K0.01%+86+1.4%Added
Pinnacle Associates Ltd6,153$287.3K0.01%00.0%Unchanged
CWM, LLC6,089$284.0K0.00%−18−0.3%Reduced
Stonebridge Capital Management Inc6,040$282.0K0.14%00.0%Unchanged
Heathbridge Capital Management Ltd.6,000$280.0K0.12%00.0%Unchanged
Cozad Asset Management Inc5,957$278.2K0.04%−470−7.3%Reduced
Mercer Global Advisors Inc5,878$275.0K0.00%+370+6.7%Added
Veriti Management LLC5,743$268.2K0.03%+1,198+26.4%Added
Beacon Pointe Advisors, LLC5,578$260.5K0.00%+5,578New
Regions Financial Corp5,500$256.0K0.00%+77+1.4%Added
Running Point Capital Advisors, LLC5,438$254.0K0.15%00.0%Unchanged
Smithfield Trust Co5,394$252.0K0.02%00.0%Unchanged
Ritholtz Wealth Management5,348$249.8K0.01%−294−5.2%Reduced
DFPG Investments, LLC5,348$249.8K0.03%+843+18.7%Added
Financial Counselors Inc5,262$246.0K0.01%−700−11.7%Reduced
Baird Financial Group, Inc.5,233$244.4K0.00%−10.0%Reduced
Rathbone Brothers plc5,105$238.1K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.5,098$238.1K0.04%00.0%Unchanged
CVA Family Office, LLC5,000$233.5K0.05%00.0%Unchanged
Confluence Wealth Services, Inc.4,985$232.8K0.05%00.0%Unchanged
Northwest Bancshares, Inc.4,950$231.2K0.04%−83−1.6%Reduced
Creative Financial Designs Inc4,850$226.5K0.03%+4,850New
Truist Financial Corp4,841$226.1K0.00%+531+12.3%Added
Clarius Group, LLC4,761$222.3K0.02%−589−11.0%Reduced
Gulf International Bank (UK) Ltd4,759$222.0K0.00%00.0%Unchanged
Kula Investments, LLC4,722$220.5K0.05%+4,722New
Old National Bancorp4,645$216.9K0.01%+163+3.6%Added
NewEdge Wealth, LLC4,618$215.7K0.01%−23−0.5%Reduced
Veritable, L.P.4,602$214.9K0.00%00.0%Unchanged
Capital City Trust Co4,596$214.6K0.07%00.0%Unchanged
Pacer Advisors, Inc.4,532$211.6K0.00%+144+3.3%Added
Ieq Capital, LLC4,505$210.4K0.00%+38+0.9%Added
Lester Murray Antman dba SimplyRich4,481$209.0K0.08%−66−1.5%Reduced
Intrust Bank NA4,450$207.8K0.03%−122−2.7%Reduced
Flaharty Asset Management, LLC4,411$206.0K0.04%00.0%Unchanged
Bayesian Capital Management, LP4,400$205.5K0.03%+4,400New
Grayhawk Investment Strategies Inc.3,221$203.0K0.10%+2,906+922.5%Added
Pathway Financial Advisors LLC4,339$202.6K0.07%00.0%Unchanged
Schechter Investment Advisors, LLC4,298$200.7K0.02%+4,298New
Huntington National Bank4,083$190.7K0.00%+140+3.6%Added
City Holding Co3,700$172.8K0.03%00.0%Unchanged
Lindbrook Capital, LLC3,601$168.2K0.02%−4−0.1%Reduced
Parallel Advisors, LLC3,416$159.6K0.01%+115+3.5%Added
Steward Partners Investment Advisory, LLC3,249$151.7K0.00%+1,857+133.4%Added
Cullen/Frost Bankers, Inc.3,105$145.0K0.00%+27+0.9%Added
Quadrant Capital Group LLC3,072$143.5K0.01%+588+23.7%Added
Independence Bank of Kentucky2,844$132.8K0.06%00.0%Unchanged
First Horizon Advisors, Inc.2,771$129.4K0.00%00.0%Unchanged
HM Payson & Co2,490$116.3K0.00%−18−0.7%Reduced
Tobam2,484$116.0K0.01%+737+42.2%Added
Ameritas Advisory Services, LLC2,446$114.3K0.01%+2,446New
Ronald Blue Trust, Inc.2,429$113.0K0.00%+1,253+106.5%Added
Macquarie Group Ltd2,396$111.9K0.00%+2,396New
Coastal Capital Group, Inc.2,388$111.5K0.03%00.0%Unchanged
Credit Agricole S A2,231$104.2K0.00%00.0%Unchanged
Bessemer Group Inc2,165$101.0K0.00%00.0%Unchanged
Umb Bank N A2,089$97.6K0.00%00.0%Unchanged
Concord Wealth Partners2,000$93.4K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,976$92.0K0.00%+1,976New
Capital Advisors, Ltd. LLC1,903$89.0K0.01%00.0%Unchanged
Perkins Coie Trust Co1,871$87.4K0.03%00.0%Unchanged
Contravisory Investment Management, Inc.1,861$86.9K0.02%+191+11.4%Added