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 |
|---|---|---|---|---|---|
| Huntington National Bank | 4,064 | $211.8K | 0.00% | −19−0.5% | Reduced |
| Ballast, Inc. | 4,083 | $212.8K | 0.08% | +4,083 | New |
| Villere St Denis J & Co LLC | 4,177 | $217.7K | 0.02% | +4,177 | New |
| Argent Trust Co | 4,177 | $217.7K | 0.01% | +4,177 | New |
| Intrust Bank NA | 4,246 | $221.3K | 0.03% | −204−4.6% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,221 | $222.4K | 0.14% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,339 | $226.1K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,369 | $227.7K | 0.01% | +4,369 | New |
| Bridgefront Capital, LLC | 4,396 | $229.1K | 0.12% | +4,396 | New |
| Flaharty Asset Management, LLC | 4,411 | $229.9K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,481 | $233.0K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,541 | $236.7K | 0.00% | +36+0.8% | Added |
| Capital City Trust Co | 4,596 | $239.5K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $239.9K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,618 | $240.7K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,659 | $242.8K | 0.03% | +4,659 | New |
| Schechter Investment Advisors, LLC | 4,698 | $244.9K | 0.02% | +400+9.3% | Added |
| Creative Financial Designs Inc | 4,703 | $245.1K | 0.03% | −147−3.0% | Reduced |
| Rathbone Brothers plc | 4,831 | $252.1K | 0.00% | −274−5.4% | Reduced |
| Northwest Bancshares, Inc. | 4,950 | $258.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,964 | $258.7K | 0.02% | +203+4.3% | Added |
| Confluence Wealth Services, Inc. | 4,985 | $259.8K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $260.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,097 | $265.7K | 0.04% | −10.0% | Reduced |
| Ritholtz Wealth Management | 5,128 | $267.3K | 0.01% | −220−4.1% | Reduced |
| Baird Financial Group, Inc. | 5,133 | $267.5K | 0.00% | −100−1.9% | Reduced |
| Regions Financial Corp | 5,134 | $267.6K | 0.00% | −366−6.7% | Reduced |
| Pacer Advisors, Inc. | 5,156 | $268.7K | 0.00% | +624+13.8% | Added |
| CWM, LLC | 5,241 | $273.0K | 0.00% | −848−13.9% | Reduced |
| Financial Counselors Inc | 5,262 | $274.0K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 5,332 | $277.2K | 0.02% | −16−0.3% | Reduced |
| Smithfield Trust Co | 5,394 | $281.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 5,404 | $281.7K | 0.03% | −339−5.9% | Reduced |
| Running Point Capital Advisors, LLC | 5,438 | $283.4K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,534 | $288.0K | 0.00% | −344−5.9% | Reduced |
| Beacon Pointe Advisors, LLC | 5,564 | $290.0K | 0.00% | −14−0.3% | Reduced |
| UniSuper Management Pty Ltd | 4,200 | $290.1K | 0.00% | +4,200 | New |
| Wealthspire Advisors, LLC | 5,704 | $297.3K | 0.00% | −566−9.0% | Reduced |
| Lee Financial Co | 5,741 | $299.2K | 0.05% | −900−13.6% | Reduced |
| Gulf International Bank (UK) Ltd | 5,759 | $300.0K | 0.01% | +1,000+21.0% | Added |
| Truist Financial Corp | 5,852 | $305.0K | 0.00% | +1,011+20.9% | Added |
| Cozad Asset Management Inc | 5,897 | $307.4K | 0.04% | −60−1.0% | Reduced |
| Stonebridge Capital Management Inc | 6,040 | $315.0K | 0.15% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,140 | $320.0K | 0.12% | −707−10.3% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $320.7K | 0.01% | 00.0% | Unchanged |
| Mirova | 6,152 | $321.1K | 0.06% | −2,540−29.2% | Reduced |
| Savant Capital, LLC | 6,252 | $325.9K | 0.01% | −12−0.2% | Reduced |
| Parsons Capital Management Inc | 6,667 | $347.5K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 6,693 | $348.8K | 0.25% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,836 | $356.3K | 0.10% | +30+0.4% | Added |
| Welch & Forbes LLC | 6,977 | $363.6K | 0.01% | −44−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 7,002 | $364.9K | 0.04% | +6,793+3,250.2% | Added |
| Advisor Partners II, LLC | 7,271 | $379.0K | 0.02% | +106+1.5% | Added |
| Brown Advisory Inc | 7,305 | $380.7K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 7,318 | $381.4K | 0.00% | +7,318 | New |
| Boston Financial Mangement LLC | 7,491 | $390.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,580 | $400.7K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 7,775 | $405.2K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,830 | $408.1K | 0.00% | −2,292−22.6% | Reduced |
| CI Private Wealth, LLC | 7,852 | $409.2K | 0.00% | −116−1.5% | Reduced |
| Am Investment Strategies LLC | 7,964 | $415.0K | 0.13% | +7,964 | New |
| Cerity Partners LLC | 8,440 | $439.9K | 0.00% | −45−0.5% | Reduced |
| Balentine LLC | 8,577 | $447.0K | 0.01% | +639+8.0% | Added |
| Marshall Wace, LLP | 8,600 | $448.2K | 0.00% | +8,600 | New |
| Claret Asset Management Corp | 8,706 | $454.0K | 0.09% | −1,040−10.7% | Reduced |
| Tyler-Stone Wealth Management | 8,727 | $455.0K | 0.26% | +8,727 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,053 | $472.2K | 0.00% | −15,961−63.8% | Reduced |
| Woodstock Corp | 9,647 | $502.8K | 0.06% | −155−1.6% | Reduced |
| Verdence Capital Advisors LLC | 9,829 | $512.3K | 0.06% | +85+0.9% | Added |
| Yousif Capital Management, LLC | 9,852 | $513.5K | 0.01% | +60+0.6% | Added |
| HRT Financial LP | 9,897 | $515.0K | 0.00% | +9,897 | New |
| Prime Capital Investment Advisors, LLC | 10,044 | $523.5K | 0.01% | +3,705+58.4% | Added |
| Cresset Asset Management, LLC | 10,113 | $527.1K | 0.00% | +10,113 | New |
| Evergreen Capital Management LLC | 10,245 | $534.0K | 0.02% | +1,381+15.6% | Added |
| Engrave Wealth Partners LLC | 10,519 | $548.3K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,816 | $564.0K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,845 | $565.2K | 0.01% | +3,206+42.0% | Added |
| Advisors Asset Management, Inc. | 11,028 | $574.8K | 0.01% | −948−7.9% | Reduced |
| Captrust Financial Advisors | 11,067 | $576.8K | 0.00% | −1,144−9.4% | Reduced |
| Quantinno Capital Management LP | 11,376 | $593.0K | 0.03% | +1,458+14.7% | Added |
| Kestra Advisory Services, LLC | 11,773 | $613.6K | 0.01% | +540+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 11,802 | $615.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 12,173 | $634.5K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 12,276 | $639.8K | 0.00% | −102−0.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,290 | $640.8K | 0.00% | −9,958−44.8% | Reduced |
| Brinker Capital Investments, LLC | 12,451 | $648.9K | 0.01% | −613−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 12,451 | $648.9K | 0.01% | −613−4.7% | Reduced |
| Barclays PLC | 12,595 | $656.5K | 0.00% | −17,633−58.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,655 | $660.0K | 0.00% | −2,046−13.9% | Reduced |
| King Luther Capital Management Corp | 12,889 | $671.8K | 0.00% | −764−5.6% | Reduced |
| Janney Montgomery Scott LLC | 12,905 | $673.0K | 0.00% | −566−4.2% | Reduced |
| Fifth Third Bancorp | 12,946 | $674.7K | 0.00% | +2,257+21.1% | Added |
| Advisory Resource Group | 13,111 | $683.3K | 0.19% | +138+1.1% | Added |
| Avantax Advisory Services, Inc. | 13,343 | $695.4K | 0.01% | −60.0% | Reduced |
| JustInvest LLC | 14,186 | $739.4K | 0.02% | +1,826+14.8% | Added |
| United Services Automobile Association | 14,589 | $760.5K | 0.02% | −2,520−14.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $773.9K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,965 | $781.0K | 0.03% | +14,965 | New |
| Rempart Asset Management Inc. | 15,506 | $808.9K | 0.17% | −899−5.5% | Reduced |
| SEI Investments Co | 15,861 | $826.7K | 0.00% | −489−3.0% | Reduced |