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
- 275.7M
- +4.48M (+1.7%) vs. Q1 2023
- Total value
- $14.5B
- +$1.68B (+13.1%) vs. Q1 2023
- New holders
- 37
- 121 more added
- Sold out
- 33
- 133 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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 665 | $35 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $105 | 0.00% | −507−99.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $313 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $1.41K | 0.00% | +27 | New |
| Tower Research Capital LLC (TRC) | 63 | $3.28K | 0.00% | +63 | New |
| Exchange Traded Concepts, LLC | 67 | $3.49K | 0.00% | −13−16.3% | Reduced |
| Earnest Partners LLC | 70 | $3.65K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 93 | $4.00K | 0.00% | +93 | New |
| Glen Eagle Advisors, LLC | 84 | $4.38K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.90K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $6.36K | 0.00% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 122 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $6.88K | 0.00% | +70+112.9% | Added |
| Versant Capital Management, Inc | 146 | $7.61K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $7.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $7.71K | 0.00% | +5+3.5% | Added |
| Washington Trust Advisors, Inc. | 165 | $8.60K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $8.70K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $8.85K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $8.86K | 0.00% | −525−75.5% | Reduced |
| Private Trust Co NA | 178 | $9.25K | 0.00% | +2+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $9.75K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $12.1K | 0.00% | +233 | New |
| Tacita Capital Inc | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $14.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 206 | $14.2K | 0.01% | +206 | New |
| Your Advocates Ltd., LLP | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $15.2K | 0.00% | +252+630.0% | Added |
| Stonebridge Capital Advisors LLC | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $15.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $16.6K | 0.01% | +219+221.2% | Added |
| Westside Investment Management, Inc. | 355 | $18.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 369 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 386 | $20.1K | 0.00% | +2+0.5% | Added |
| PFG Private Wealth Management, LLC | 392 | $20.4K | 0.01% | +189+93.1% | Added |
| TFC Financial Management | 392 | $20.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.4K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 476 | $24.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 480 | $25.0K | 0.00% | +480 | New |
| Atticus Wealth Management, LLC | 491 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $27.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 678 | $28.1K | 0.00% | +424+166.9% | Added |
| Sutton Wealth Advisors Inc. | 552 | $28.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $29.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 575 | $30.0K | 0.00% | +575 | New |
| Banque Cantonale Vaudoise | 600 | $31.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 647 | $33.7K | 0.01% | +65+11.2% | Added |
| St Germain D J Co Inc | 650 | $33.9K | 0.00% | +650 | New |
| Pacifica Partners Inc. | 702 | $36.2K | 0.02% | −602−46.2% | Reduced |
| HM Payson & Co | 742 | $38.7K | 0.00% | −1,748−70.2% | Reduced |
| Oakworth Capital, Inc. | 748 | $39.0K | 0.00% | +612+450.0% | Added |
| AdvisorNet Financial, Inc | 751 | $39.1K | 0.00% | −12−1.6% | Reduced |
| Ridgewood Investments LLC | 800 | $41.7K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 809 | $42.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $44.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $46.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 898 | $46.8K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 994 | $51.8K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,008 | $52.5K | 0.01% | +62+6.6% | Added |
| Zions Bancorporation, N.A. | 1,012 | $52.7K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,112 | $58.0K | 0.00% | +325+41.3% | Added |
| Abound Wealth Management | 1,162 | $60.6K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $62.5K | 0.00% | −596−33.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $67.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,347 | $70.0K | 0.01% | −1,137−45.8% | Reduced |
| Atlas Capital Advisors LLC | 1,358 | $70.8K | 0.01% | +1,358 | New |
| Johnson Midwest Financial, LLC | 1,512 | $78.8K | 0.07% | +5+0.3% | Added |
| Allworth Financial LP | 1,513 | $78.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,527 | $79.6K | 0.04% | +2+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,650 | $86.0K | 0.00% | −326−16.5% | Reduced |
| Harbour Investments, Inc. | 1,721 | $89.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,997 | $94.0K | 0.00% | −432−17.8% | Reduced |
| Perkins Coie Trust Co | 1,871 | $97.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $99.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $104.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,089 | $108.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,194 | $114.4K | 0.01% | +2,194 | New |
| Massmutual Trust Co FSB | 2,211 | $115.2K | 0.00% | +656+42.2% | Added |
| Credit Agricole S A | 2,231 | $116.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,388 | $124.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,392 | $124.7K | 0.00% | −857−26.4% | Reduced |
| Bessemer Group Inc | 2,735 | $143.0K | 0.00% | +570+26.3% | Added |
| Rhumbline Advisers | 2,756 | $143.6K | 0.00% | +2,756 | New |
| First Horizon Advisors, Inc. | 2,771 | $144.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $148.2K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,984 | $155.5K | 0.02% | −88−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,131 | $163.2K | 0.00% | +26+0.8% | Added |
| Parallel Advisors, LLC | 3,612 | $188.3K | 0.01% | +196+5.7% | Added |
| Lindbrook Capital, LLC | 3,626 | $189.0K | 0.02% | +25+0.7% | Added |
| City Holding Co | 3,700 | $192.8K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $200.6K | 0.06% | +3,848 | New |
| First Bank & Trust | 3,862 | $201.3K | 0.05% | +3,862 | New |