Skip to main content

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

Q2 2023 vs. Q1 2023

How the institutions holding Sun Life Financial Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of SLF: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders3813382+4
Shares271.3M25.5K275.7M+4.48M (+1.7%)
Value$12.8B$1.19M$14.5B+$1.68B (+13.1%)

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Sun Life Financial Inc at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to SLF in Q2 2023
InstitutionSharesValue% of portfolio
MUFG Securities EMEA plc5,352,500$369.6M8.49%
Grantham, Mayo, Van Otterloo & Co. LLC345,846$18.0M0.08%
State of Tennessee, Treasury Department334,257$17.4M0.07%
Jupiter Asset Management Ltd145,376$7.57M0.08%
Two Sigma Investments, LP124,581$6.49M0.02%
Susquehanna International Group, LLP115,900$6.04M0.01%
SIG North Trading, ULC98,065$5.11M2.78%
Quadrature Capital Ltd64,000$3.33M0.07%
PDT Partners, LLC47,137$2.46M0.34%
AustralianSuper Pty Ltd19,593$1.02M0.01%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH14,965$781.0K0.03%
Cresset Asset Management, LLC10,113$527.1K0.00%
HRT Financial LP9,897$515.0K0.00%
Tyler-Stone Wealth Management8,727$455.0K0.26%
Marshall Wace, LLP8,600$448.2K0.00%
Am Investment Strategies LLC7,964$415.0K0.13%
Keybank National Association7,318$381.4K0.00%
UniSuper Management Pty Ltd4,200$290.1K0.00%
PDS Planning, Inc4,659$242.8K0.03%
Bridgefront Capital, LLC4,396$229.1K0.12%
Summit Trail Advisors, LLC4,369$227.7K0.01%
Villere St Denis J & Co LLC4,177$217.7K0.02%
Argent Trust Co4,177$217.7K0.01%
Ballast, Inc.4,083$212.8K0.08%
First Bank & Trust3,862$201.3K0.05%
Mitchell McLeod Pugh & Williams Inc3,848$200.6K0.06%
Rhumbline Advisers2,756$143.6K0.00%
PEAK6 Investments LLC2,194$114.4K0.01%
Atlas Capital Advisors LLC1,358$70.8K0.01%
St Germain D J Co Inc650$33.9K0.00%
Chilton Capital Management LLC575$30.0K0.00%
Salem Investment Counselors Inc480$25.0K0.00%
V-Square Quantitative Management LLC206$14.2K0.01%
Assetmark, Inc233$12.1K0.00%
Safeguard Financial, LLC93$4.00K0.00%
Tower Research Capital LLC (TRC)63$3.28K0.00%
Gradient Investments LLC27$1.41K0.00%

Sold out (33)

Institutions that held Sun Life Financial Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (3)

Institutions that held Sun Life Financial Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Pathway Financial Advisers, LLC20,614$962.6K
Kula Investments, LLC4,722$220.5K
Householder Group Estate & Retirement Specialist, LLC182$9.00K