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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,796 | $83.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,721 | $80.4K | 0.00% | −100−5.5% | Reduced |
| Massmutual Trust Co FSB | 1,555 | $72.6K | 0.00% | −463−22.9% | Reduced |
| Lowe Wealth Advisors, LLC | 1,525 | $71.2K | 0.04% | +2+0.1% | Added |
| Allworth Financial LP | 1,513 | $70.7K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,507 | $70.4K | 0.10% | +6+0.4% | Added |
| Pacifica Partners Inc. | 1,304 | $60.7K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $60.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,252 | $58.5K | 0.00% | +1,252 | New |
| Abound Wealth Management | 1,162 | $54.3K | 0.02% | −103−8.1% | Reduced |
| Old North State Trust, LLC | 1,129 | $53.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $49.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $48.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,012 | $47.3K | 0.00% | −42−4.0% | Reduced |
| Centennial Bank | 994 | $46.4K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 946 | $44.2K | 0.01% | +27+2.9% | Added |
| Park Place Capital Corp | 898 | $41.9K | 0.01% | −98−9.8% | Reduced |
| MCF Advisors LLC | 890 | $41.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $40.3K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 809 | $37.8K | 0.00% | +809 | New |
| Ridgewood Investments LLC | 800 | $37.4K | 0.02% | +800 | New |
| International Assets Investment Management, LLC | 795 | $37.1K | 0.01% | +795 | New |
| Asset Dedication, LLC | 787 | $37.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 763 | $35.6K | 0.00% | −72−8.6% | Reduced |
| Laurel Wealth Advisors LLC | 695 | $32.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 633 | $29.6K | 0.01% | +633 | New |
| Banque Cantonale Vaudoise | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 582 | $27.2K | 0.00% | −9−1.5% | Reduced |
| Spire Wealth Management | 568 | $26.5K | 0.00% | +568 | New |
| Sutton Wealth Advisors Inc. | 552 | $25.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $24.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $22.9K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 476 | $22.2K | 0.01% | +476 | New |
| Financial Management Professionals, Inc. | 420 | $20.0K | 0.00% | +420 | New |
| Duncker Streett & Co Inc | 414 | $19.3K | 0.00% | −400−49.1% | Reduced |
| Global Retirement Partners, LLC | 384 | $18.5K | 0.00% | +4+1.1% | Added |
| TFC Financial Management | 392 | $18.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 369 | $17.2K | 0.00% | −130−26.1% | Reduced |
| Westside Investment Management, Inc. | 355 | $16.6K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $14.2K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 233 | $10.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 254 | $10.5K | 0.00% | −2,346−90.2% | Reduced |
| EverSource Wealth Advisors, LLC | 209 | $9.76K | 0.00% | +209 | New |
| PFG Private Wealth Management, LLC | 203 | $9.48K | 0.01% | +109+116.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 182 | $9.00K | 0.00% | +182 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $8.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 176 | $8.22K | 0.00% | +1+0.6% | Added |
| Baystate Wealth Management LLC | 169 | $7.93K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $7.80K | 0.00% | +167 | New |
| Washington Trust Advisors, Inc. | 165 | $7.71K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $6.91K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 146 | $6.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $6.68K | 0.00% | +9+6.7% | Added |
| Oakworth Capital, Inc. | 136 | $6.35K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120 | $5.64K | 0.00% | −34−22.1% | Reduced |
| Sunbelt Securities, Inc. | 122 | $5.64K | 0.00% | +122 | New |
| GHP Investment Advisors, Inc. | 119 | $5.56K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 112 | $5.23K | 0.00% | +112 | New |
| Key Financial Inc | 99 | $4.62K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $3.92K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 80 | $3.74K | 0.00% | −2−2.4% | Reduced |
| Earnest Partners LLC | 70 | $3.27K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 68 | $3.18K | 0.00% | +27+65.9% | Added |
| Bell Investment Advisors, Inc | 62 | $2.90K | 0.00% | −89−58.9% | Reduced |
| GWM Advisors LLC | 40 | $1.87K | 0.00% | −238−85.6% | Reduced |
| HHM Wealth Advisors, LLC | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $980 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $280 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 665 | $31 | 0.00% | +665 | New |
| Summit Wealth Group, LLC | 25,405 | $1 | 0.02% | +25,405 | New |
| 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 |