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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 16,000 | $833.9K | 0.00% | +901+6.0% | Added |
| Capital World Investors | 16,974 | $884.9K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 17,110 | $893.0K | 0.01% | −779−4.4% | Reduced |
| HBK Sorce Advisory LLC | 18,284 | $953.0K | 0.04% | +284+1.6% | Added |
| Cumberland Partners Ltd | 18,647 | $973.0K | 0.09% | +2,759+17.4% | Added |
| APG Asset Management N.V. | 20,378 | $974.8K | 0.00% | −197,500−90.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,966 | $987.7K | 0.01% | +7,632+67.3% | Added |
| Cetera Advisor Networks LLC | 19,149 | $998.0K | 0.01% | +723+3.9% | Added |
| AustralianSuper Pty Ltd | 19,593 | $1.02M | 0.01% | +19,593 | New |
| US Bancorp | 19,654 | $1.02M | 0.00% | +894+4.8% | Added |
| Candriam Luxembourg S.C.A. | 19,790 | $1.03M | 0.01% | −85,710−81.2% | Reduced |
| HighTower Advisors, LLC | 19,920 | $1.04M | 0.00% | +1,551+8.4% | Added |
| Advisor Group Holdings, Inc. | 21,850 | $1.14M | 0.00% | −3,864−15.0% | Reduced |
| Mason & Associates Inc | 22,000 | $1.15M | 0.34% | 00.0% | Unchanged |
| Signaturefd, LLC | 22,033 | $1.15M | 0.03% | +1,027+4.9% | Added |
| Stifel Financial Corp | 22,556 | $1.18M | 0.00% | +383+1.7% | Added |
| JCIC Asset Management Inc. | 22,846 | $1.19M | 0.54% | −125−0.5% | Reduced |
| Citadel Advisors LLC | 23,214 | $1.21M | 0.00% | +6,444+38.4% | Added |
| Wambolt & Associates, LLC | 24,116 | $1.26M | 0.45% | −344−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,213 | $1.26M | 0.00% | −1,923−7.4% | Reduced |
| Jane Street Group, LLC | 24,584 | $1.28M | 0.00% | −33,621−57.8% | Reduced |
| State Street Corp | 25,059 | $1.31M | 0.00% | +3,941+18.7% | Added |
| Principal Financial Group Inc | 26,247 | $1.37M | 0.00% | −1,460−5.3% | Reduced |
| Raymond James & Associates | 26,736 | $1.39M | 0.00% | −2,078−7.2% | Reduced |
| Wetherby Asset Management Inc | 26,862 | $1.40M | 0.08% | +928+3.6% | Added |
| Ontario Teachers Pension Plan Board | 28,059 | $1.46M | 0.02% | +21,496+327.5% | Added |
| LPL Financial LLC | 28,284 | $1.47M | 0.00% | +3,336+13.4% | Added |
| Mariner, LLC | 29,595 | $1.54M | 0.00% | +4,343+17.2% | Added |
| Erste Asset Management GmbH | 30,500 | $1.57M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 31,432 | $1.64M | 0.01% | −1,447−4.4% | Reduced |
| M&T Bank Corp | 31,835 | $1.66M | 0.01% | −985−3.0% | Reduced |
| Cetera Investment Advisers | 31,965 | $1.67M | 0.01% | +1,532+5.0% | Added |
| Zurich Insurance Group Ltd | 32,000 | $1.67M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,916 | $1.73M | 0.02% | −692−2.1% | Reduced |
| Metis Global Partners, LLC | 33,262 | $1.73M | 0.09% | +804+2.5% | Added |
| Ossiam | 33,287 | $1.74M | 0.03% | −2,848−7.9% | Reduced |
| Creative Planning | 34,052 | $1.77M | 0.00% | +12,392+57.2% | Added |
| Northwestern Mutual Wealth Management Co | 36,250 | $1.89M | 0.00% | +18,299+101.9% | Added |
| Vident Investment Advisory, LLC | 38,261 | $1.99M | 0.07% | −16,587−30.2% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.05M | 0.00% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 40,975 | $2.14M | 0.43% | −2,160−5.0% | Reduced |
| Alliancebernstein L.P. | 42,104 | $2.19M | 0.00% | −3,011−6.7% | Reduced |
| AE Wealth Management LLC | 42,464 | $2.21M | 0.01% | +5,162+13.8% | Added |
| Unison Advisors LLC | 43,278 | $2.26M | 0.25% | +400+0.9% | Added |
| Envestnet Asset Management Inc | 44,665 | $2.33M | 0.00% | −108−0.2% | Reduced |
| PDT Partners, LLC | 47,137 | $2.46M | 0.34% | +47,137 | New |
| Vontobel Holding Ltd. | 47,197 | $2.46M | 0.02% | +2,883+6.5% | Added |
| Kraematon Investment Advisors, Inc | 49,227 | $2.57M | 2.82% | −58−0.1% | Reduced |
| Renaissance Technologies LLC | 50,400 | $2.63M | 0.00% | −208,340−80.5% | Reduced |
| Ostrum Asset Management | 51,624 | $2.69M | 0.23% | −3,465−6.3% | Reduced |
| Harvest Portfolios Group Inc. | 53,313 | $2.78M | 0.13% | +2,196+4.3% | Added |
| Commonwealth Equity Services, LLC | 57,578 | $3.00M | 0.01% | −336−0.6% | Reduced |
| Van Eck Associates Corp | 57,595 | $3.00M | 0.01% | +7,243+14.4% | Added |
| Assenagon Asset Management S.A. | 57,805 | $3.02M | 0.01% | −432−0.7% | Reduced |
| PCJ Investment Counsel Ltd. | 62,970 | $3.28M | 1.39% | −3,920−5.9% | Reduced |
| Quadrature Capital Ltd | 64,000 | $3.33M | 0.07% | +64,000 | New |
| K.J. Harrison & Partners Inc | 64,549 | $3.35M | 0.61% | +9,581+17.4% | Added |
| Prudential Financial Inc | 64,500 | $3.37M | 0.00% | +8,300+14.8% | Added |
| Janus Henderson Group PLC | 65,379 | $3.41M | 0.00% | −8,202−11.1% | Reduced |
| Utah Retirement Systems | 68,983 | $3.60M | 0.05% | −3,100−4.3% | Reduced |
| Symphony Financial, Ltd. Co. | 71,462 | $3.68M | 0.90% | +516+0.7% | Added |
| Shell Asset Management Co | 71,577 | $3.73M | 0.15% | −32,565−31.3% | Reduced |
| Qube Research & Technologies Ltd | 80,307 | $4.19M | 0.02% | −123,746−60.6% | Reduced |
| Maryland State Retirement & Pension System | 87,869 | $4.58M | 0.10% | +68,307+349.2% | Added |
| American Century Companies Inc | 88,288 | $4.60M | 0.00% | +12,640+16.7% | Added |
| Burney Co | 92,802 | $4.84M | 0.22% | −47,679−33.9% | Reduced |
| Swiss Life Asset Management Ltd | 95,659 | $4.99M | 0.07% | +26,857+39.0% | Added |
| Andra AP-fonden | 74,000 | $5.11M | 0.13% | +27,900+60.5% | Added |
| SIG North Trading, ULC | 98,065 | $5.11M | 2.78% | +98,065 | New |
| Credential Qtrade Securities Inc. | 98,144 | $5.12M | 0.32% | +4,721+5.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 99,920 | $5.21M | 1.96% | −624−0.6% | Reduced |
| Acadian Asset Management LLC | 101,200 | $5.28M | 0.02% | −105,300−51.0% | Reduced |
| Wells Fargo & Company | 102,757 | $5.36M | 0.00% | −2,290−2.2% | Reduced |
| Price T Rowe Associates Inc | 107,146 | $5.58M | 0.00% | +5,723+5.6% | Added |
| Power Corp of Canada | 112,502 | $5.86M | 0.61% | −91,200−44.8% | Reduced |
| La Banque Postale Asset Management SA | 113,482 | $5.92M | 0.14% | +48,013+73.3% | Added |
| Susquehanna International Group, LLP | 115,900 | $6.04M | 0.01% | +115,900 | New |
| Motco | 118,058 | $6.15M | 0.40% | −4,232−3.5% | Reduced |
| Voloridge Investment Management, LLC | 121,592 | $6.34M | 0.03% | −89,526−42.4% | Reduced |
| Achmea Investment Management B.V. | 123,394 | $6.44M | 0.14% | +58,890+91.3% | Added |
| Two Sigma Investments, LP | 124,581 | $6.49M | 0.02% | +124,581 | New |
| Ameriprise Financial Inc | 99,064 | $6.62M | 0.00% | −4,420−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 138,277 | $7.21M | 0.11% | +445+0.3% | Added |
| Millennium Management LLC | 141,282 | $7.37M | 0.01% | −789,355−84.8% | Reduced |
| AXA S.A. | 144,600 | $7.54M | 0.03% | −55,311−27.7% | Reduced |
| Jupiter Asset Management Ltd | 145,376 | $7.57M | 0.08% | +145,376 | New |
| Two Sigma Advisers, LP | 146,932 | $7.66M | 0.02% | +41,400+39.2% | Added |
| Allianz Asset Management GmbH | 156,135 | $8.15M | 0.02% | −39,814−20.3% | Reduced |
| Public Sector Pension Investment Board | 159,057 | $8.30M | 0.06% | +800+0.5% | Added |
| Addenda Capital Inc. | 123,656 | $8.54M | 0.36% | +1,154+0.9% | Added |
| USS Investment Management Ltd | 169,650 | $8.84M | 0.11% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 181,528 | $8.97M | 1.02% | +157+0.1% | Added |
| Citigroup Inc | 175,668 | $9.17M | 0.01% | −3,139−1.8% | Reduced |
| Barometer Capital Management Inc. | 141,650 | $9.78M | 2.61% | −15,900−10.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 192,100 | $10.0M | 0.37% | −9,400−4.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $10.4M | 0.05% | −250,000−55.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $11.6M | 0.11% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 225,402 | $11.7M | 1.23% | −3,102−1.4% | Reduced |
| Forsta Ap-Fonden | 237,200 | $12.4M | 0.13% | −68,600−22.4% | Reduced |
| Jarislowsky, Fraser Ltd | 237,402 | $12.4M | 0.07% | −22,970−8.8% | Reduced |