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, Q2 2023
Institutional positions in Sun Life Financial Inc as of Jun 30, 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
- 382
- +4 vs. Q1 2023
- Shares held
- 279.8M
- +3.50M (+1.3%) vs. Q1 2023
- Total value
- $14.7B
- +$1.66B (+12.7%) vs. Q1 2023
- New holders
- 37
- 122 more added
- Sold out
- 33
- 132 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 43,681,963 | $2.28B | 0.64% | +290,761+0.7% | Added |
| Vanguard Group Inc | 22,110,325 | $1.15B | 0.03% | +449,045+2.1% | Added |
| Mackenzie Financial Corp | 15,028,272 | $783.3M | 1.20% | +317,661+2.2% | Added |
| FIL Ltd | 14,371,913 | $749.2M | 0.84% | +901,790+6.7% | Added |
| Bank of Montreal | 13,187,630 | $688.2M | 0.25% | −1,469,812−10.0% | Reduced |
| TD Asset Management Inc | 11,634,624 | $607.2M | 0.69% | +113,655+1.0% | Added |
| Beutel, Goodman & Co Ltd. | 10,423,185 | $544.0M | 3.05% | −31,085−0.3% | Reduced |
| Bank of Nova Scotia | 9,898,881 | $517.3M | 1.35% | +1,406,171+16.6% | Added |
| Toronto Dominion Bank | 8,129,020 | $432.9M | 0.32% | +3,971,315+95.5% | Added |
| CIBC World Markets Inc. | 7,495,650 | $391.1M | 1.34% | −477,701−6.0% | Reduced |
| 1832 Asset Management L.P. | 7,338,472 | $382.5M | 0.74% | +336,042+4.8% | Added |
| Manufacturers Life Insurance Company, The | 7,280,430 | $379.4M | 0.21% | +126,634+1.8% | Added |
| MUFG Securities EMEA plc | 5,352,500 | $369.6M | 2.35% | +5,352,500 | New |
| CIBC Asset Management Inc | 6,718,558 | $350.5M | 1.37% | +25,123+0.4% | Added |
| National Bank of Canada | 6,488,939 | $338.0M | 0.68% | −710,437−9.9% | Reduced |
| Norges Bank | 6,346,752 | $330.8M | 0.07% | −1,4360.0% | Reduced |
| FMR LLC | 4,948,595 | $258.0M | 0.02% | −5,132,925−50.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,751,391 | $195.5M | 0.98% | +138,053+3.8% | Added |
| Legal & General Group Plc | 3,619,797 | $188.9M | 0.06% | +98,908+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,178,714 | $169.2M | 1.66% | +232,160+7.9% | Added |
| Bank of America Corp | 3,188,374 | $166.2M | 0.02% | +901,702+39.4% | Added |
| Scotia Capital Inc. | 3,027,212 | $157.5M | 1.08% | −47,348−1.5% | Reduced |
| Letko, Brosseau & Associates Inc | 2,914,687 | $152.1M | 2.83% | −109,645−3.6% | Reduced |
| JPMorgan Chase & Co | 2,856,004 | $148.9M | 0.02% | +241,992+9.3% | Added |
| Morgan Stanley | 2,366,652 | $123.4M | 0.01% | −119,584−4.8% | Reduced |
| Swiss National Bank | 2,208,000 | $115.2M | 0.08% | −146,900−6.2% | Reduced |
| Amundi | 2,199,359 | $115.0M | 0.06% | −108,458−4.7% | Reduced |
| Geode Capital Management, LLC | 2,082,168 | $109.2M | 0.01% | +139,585+7.2% | Added |
| Alberta Investment Management Corp | 2,057,943 | $107.4M | 1.03% | +221,771+12.1% | Added |
| TD Waterhouse Canada Inc. | 1,462,342 | $101.2M | 1.01% | −9,750−0.7% | Reduced |
| Canada Pension Plan Investment Board | 1,749,845 | $91.3M | 0.14% | −1,550,000−47.0% | Reduced |
| Goldman Sachs Group Inc | 1,701,432 | $88.7M | 0.02% | +1,117,355+191.3% | Added |
| Invesco Ltd. | 1,506,510 | $78.5M | 0.02% | −43,075−2.8% | Reduced |
| Value Partners Investments Inc. | 1,423,892 | $74.3M | 5.97% | +6,534+0.5% | Added |
| First Trust Advisors LP | 1,396,163 | $72.8M | 0.08% | −225,017−13.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,360,848 | $71.0M | 0.06% | −273,054−16.7% | Reduced |
| Credit Suisse AG | 1,355,312 | $70.6M | 0.07% | +355,011+35.5% | Added |
| HSBC Holdings PLC | 1,247,078 | $65.0M | 0.07% | +9,163+0.7% | Added |
| Dimensional Fund Advisors LP | 1,242,060 | $64.7M | 0.02% | −299,692−19.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $63.5M | 0.17% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,194,160 | $62.3M | 2.53% | −302,280−20.2% | Reduced |
| QV Investors Inc. | 1,131,951 | $59.1M | 5.32% | −28,402−2.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,020,060 | $52.5M | 0.12% | +32,325+3.3% | Added |
| Deutsche Bank AG | 860,488 | $44.8M | 0.02% | +130,491+17.9% | Added |
| BlackRock Inc. | 845,788 | $44.1M | 0.00% | +112,531+15.3% | Added |
| Franklin Resources Inc | 844,268 | $44.0M | 0.02% | +44,100+5.5% | Added |
| Agf Management Ltd | 817,080 | $42.6M | 0.31% | −499,024−37.9% | Reduced |
| British Columbia Investment Management Corp | 812,890 | $42.4M | 0.40% | −1,437,719−63.9% | Reduced |
| Cardinal Capital Management, Inc. | 787,428 | $41.1M | 2.06% | +7,165+0.9% | Added |
| Russell Investments Group, Ltd. | 769,661 | $40.1M | 0.08% | −92,099−10.7% | Reduced |
| Bank of New York Mellon Corp | 754,658 | $39.3M | 0.01% | +18,453+2.5% | Added |
| Montrusco Bolton Investments Inc. | 700,783 | $36.6M | 0.57% | +220,810+46.0% | Added |
| Fiera Capital Corp | 667,594 | $34.8M | 0.10% | −17,635−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 650,872 | $33.9M | 1.09% | −4,283−0.7% | Reduced |
| Man Group plc | 633,298 | $33.0M | 0.10% | – | – |
| Aviva PLC | 607,534 | $31.7M | 0.13% | +34,262+6.0% | Added |
| Canoe Financial LP | 566,378 | $29.5M | 0.62% | −21,262−3.6% | Reduced |
| UBS Group AG | 506,714 | $26.4M | 0.01% | +95,285+23.2% | Added |
| Great West Life Assurance Co | 469,371 | $24.6M | 0.06% | +25,077+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 455,822 | $23.8M | 0.10% | +256,449+128.6% | Added |
| Todd Asset Management LLC | 453,531 | $23.6M | 0.55% | −3,112−0.7% | Reduced |
| Guardian Capital LP | 412,923 | $21.6M | 0.69% | −5,085−1.2% | Reduced |
| State of Wisconsin Investment Board | 411,736 | $21.5M | 0.06% | +95,309+30.1% | Added |
| Korea Investment CORP | 394,956 | $20.6M | 0.06% | −229,518−36.8% | Reduced |
| Pictet Asset Management SA | 383,663 | $20.0M | 0.02% | −227,139−37.2% | Reduced |
| Hillsdale Investment Management Inc. | 371,695 | $19.4M | 1.78% | −56,055−13.1% | Reduced |
| LGT Group Foundation | 355,826 | $18.5M | 0.45% | +1,418+0.4% | Added |
| Triasima Portfolio Management inc. | 267,835 | $18.5M | 1.17% | +34,881+15.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 345,846 | $18.0M | 0.08% | +345,846 | New |
| State of Tennessee, Treasury Department | 334,257 | $17.4M | 0.07% | +334,257 | New |
| Prudential PLC | 334,065 | $17.4M | 0.20% | +29,733+9.8% | Added |
| Gluskin Sheff & Assoc Inc | 332,094 | $17.3M | 1.05% | −86,152−20.6% | Reduced |
| Cidel Asset Management Inc | 288,427 | $15.1M | 0.68% | +1,254+0.4% | Added |
| Northern Trust Corp | 287,666 | $15.0M | 0.00% | +5,499+1.9% | Added |
| Mn Services Vermogensbeheer B.V. | 279,545 | $14.6M | 0.14% | −9,100−3.2% | Reduced |
| Neuberger Berman Group LLC | 276,831 | $14.4M | 0.01% | +38,217+16.0% | Added |
| Waratah Capital Advisors Ltd. | 276,030 | $14.4M | 0.72% | −26,294−8.7% | Reduced |
| Crossmark Global Holdings, Inc. | 262,434 | $13.8M | 0.30% | +646+0.2% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $13.1M | 0.63% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 249,201 | $13.0M | 0.05% | +85,248+52.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 249,114 | $13.0M | 0.09% | −84,246−25.3% | Reduced |
| Jarislowsky, Fraser Ltd | 237,402 | $12.4M | 0.07% | −22,970−8.8% | Reduced |
| Forsta Ap-Fonden | 237,200 | $12.4M | 0.13% | −68,600−22.4% | Reduced |
| Bank of Nova Scotia Trust Co | 225,402 | $11.7M | 1.23% | −3,102−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $11.6M | 0.11% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $10.4M | 0.05% | −250,000−55.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 192,100 | $10.0M | 0.37% | −9,400−4.7% | Reduced |
| Barometer Capital Management Inc. | 141,650 | $9.78M | 2.61% | −15,900−10.1% | Reduced |
| Quilter Plc | 12,641 | $9.47M | 0.04% | +1,206+10.5% | Added |
| Citigroup Inc | 175,668 | $9.17M | 0.01% | −3,139−1.8% | Reduced |
| Guardian Capital Advisors LP | 181,528 | $8.97M | 1.02% | +157+0.1% | Added |
| USS Investment Management Ltd | 169,650 | $8.84M | 0.10% | 00.0% | Unchanged |
| Addenda Capital Inc. | 123,656 | $8.54M | 0.36% | +1,154+0.9% | Added |
| Public Sector Pension Investment Board | 159,057 | $8.30M | 0.06% | +800+0.5% | Added |
| Allianz Asset Management GmbH | 156,135 | $8.15M | 0.02% | −39,814−20.3% | Reduced |
| Two Sigma Advisers, LP | 146,932 | $7.66M | 0.02% | +41,400+39.2% | Added |
| Jupiter Asset Management Ltd | 145,376 | $7.57M | 0.08% | +145,376 | New |
| AXA S.A. | 144,600 | $7.54M | 0.03% | −55,311−27.7% | Reduced |
| Millennium Management LLC | 141,282 | $7.37M | 0.01% | −789,355−84.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 138,277 | $7.21M | 0.11% | +445+0.3% | Added |