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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 249,114 | $13.0M | 0.09% | −84,246−25.3% | Reduced |
| Brookfield Asset Management Inc. | 249,201 | $13.0M | 0.05% | +85,248+52.0% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $13.1M | 0.63% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 262,434 | $13.8M | 0.30% | +646+0.2% | Added |
| Waratah Capital Advisors Ltd. | 276,030 | $14.4M | 0.72% | −26,294−8.7% | Reduced |
| Neuberger Berman Group LLC | 276,831 | $14.4M | 0.01% | +38,217+16.0% | Added |
| Mn Services Vermogensbeheer B.V. | 279,545 | $14.6M | 0.14% | −9,100−3.2% | Reduced |
| Northern Trust Corp | 287,666 | $15.0M | 0.00% | +5,499+1.9% | Added |
| Cidel Asset Management Inc | 288,427 | $15.1M | 0.68% | +1,254+0.4% | Added |
| Gluskin Sheff & Assoc Inc | 332,094 | $17.3M | 1.05% | −86,152−20.6% | Reduced |
| Prudential PLC | 334,065 | $17.4M | 0.21% | +29,733+9.8% | Added |
| State of Tennessee, Treasury Department | 334,257 | $17.4M | 0.07% | +334,257 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 345,846 | $18.0M | 0.08% | +345,846 | New |
| Triasima Portfolio Management inc. | 267,835 | $18.5M | 1.17% | +34,881+15.0% | Added |
| LGT Group Foundation | 355,826 | $18.5M | 0.45% | +1,418+0.4% | Added |
| Hillsdale Investment Management Inc. | 371,695 | $19.4M | 1.78% | −56,055−13.1% | Reduced |
| Pictet Asset Management SA | 383,663 | $20.0M | 0.02% | −227,139−37.2% | Reduced |
| Korea Investment CORP | 394,956 | $20.6M | 0.06% | −229,518−36.8% | Reduced |
| State of Wisconsin Investment Board | 411,736 | $21.5M | 0.06% | +95,309+30.1% | Added |
| Guardian Capital LP | 412,923 | $21.6M | 0.69% | −5,085−1.2% | Reduced |
| Todd Asset Management LLC | 453,531 | $23.6M | 0.55% | −3,112−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 455,822 | $23.8M | 0.10% | +256,449+128.6% | Added |
| Great West Life Assurance Co | 469,371 | $24.6M | 0.06% | +25,077+5.6% | Added |
| UBS Group AG | 506,714 | $26.4M | 0.01% | +95,285+23.2% | Added |
| Canoe Financial LP | 566,378 | $29.5M | 0.62% | −21,262−3.6% | Reduced |
| Aviva PLC | 607,534 | $31.7M | 0.13% | +34,262+6.0% | Added |
| Man Group plc | 633,298 | $33.0M | 0.10% | – | – |
| Northwest & Ethical Investments L.P. | 650,872 | $33.9M | 1.09% | −4,283−0.7% | Reduced |
| Fiera Capital Corp | 667,594 | $34.8M | 0.10% | −17,635−2.6% | Reduced |
| Montrusco Bolton Investments Inc. | 700,783 | $36.6M | 0.57% | +220,810+46.0% | Added |
| Bank of New York Mellon Corp | 754,658 | $39.3M | 0.01% | +18,453+2.5% | Added |
| Russell Investments Group, Ltd. | 769,661 | $40.1M | 0.08% | −92,099−10.7% | Reduced |
| Cardinal Capital Management, Inc. | 787,428 | $41.1M | 2.06% | +7,165+0.9% | Added |
| British Columbia Investment Management Corp | 812,890 | $42.4M | 0.40% | −1,437,719−63.9% | Reduced |
| Agf Management Ltd | 817,080 | $42.6M | 0.31% | −499,024−37.9% | Reduced |
| Franklin Resources Inc | 844,268 | $44.0M | 0.02% | +44,100+5.5% | Added |
| BlackRock Inc. | 845,788 | $44.1M | 0.00% | +112,531+15.3% | Added |
| Deutsche Bank AG | 860,488 | $44.8M | 0.02% | +130,491+17.9% | Added |
| DekaBank Deutsche Girozentrale | 1,020,060 | $52.5M | 0.12% | +32,325+3.3% | Added |
| QV Investors Inc. | 1,131,951 | $59.1M | 5.32% | −28,402−2.4% | Reduced |
| Intact Investment Management Inc. | 1,194,160 | $62.3M | 2.53% | −302,280−20.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $63.5M | 0.17% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,242,060 | $64.7M | 0.02% | −299,692−19.4% | Reduced |
| HSBC Holdings PLC | 1,247,078 | $65.0M | 0.07% | +9,163+0.7% | Added |
| Credit Suisse AG | 1,355,312 | $70.6M | 0.07% | +355,011+35.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,360,848 | $71.0M | 0.06% | −273,054−16.7% | Reduced |
| First Trust Advisors LP | 1,396,163 | $72.8M | 0.08% | −225,017−13.9% | Reduced |
| Value Partners Investments Inc. | 1,423,892 | $74.3M | 5.97% | +6,534+0.5% | Added |
| Invesco Ltd. | 1,506,510 | $78.5M | 0.02% | −43,075−2.8% | Reduced |
| Goldman Sachs Group Inc | 1,701,432 | $88.7M | 0.02% | +1,117,355+191.3% | Added |
| Canada Pension Plan Investment Board | 1,749,845 | $91.3M | 0.14% | −1,550,000−47.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,462,342 | $101.2M | 1.01% | −9,750−0.7% | Reduced |
| Alberta Investment Management Corp | 2,057,943 | $107.4M | 1.03% | +221,771+12.1% | Added |
| Geode Capital Management, LLC | 2,082,168 | $109.2M | 0.01% | +139,585+7.2% | Added |
| Amundi | 2,199,359 | $115.0M | 0.06% | −108,458−4.7% | Reduced |
| Swiss National Bank | 2,208,000 | $115.2M | 0.08% | −146,900−6.2% | Reduced |
| Morgan Stanley | 2,366,652 | $123.4M | 0.01% | −119,584−4.8% | Reduced |
| JPMorgan Chase & Co | 2,856,004 | $148.9M | 0.02% | +241,992+9.3% | Added |
| Letko, Brosseau & Associates Inc | 2,914,687 | $152.1M | 2.83% | −109,645−3.6% | Reduced |
| Scotia Capital Inc. | 3,027,212 | $157.5M | 1.08% | −47,348−1.5% | Reduced |
| Bank of America Corp | 3,188,374 | $166.2M | 0.02% | +901,702+39.4% | Added |
| Federation des caisses Desjardins du Quebec | 3,178,714 | $169.2M | 1.66% | +232,160+7.9% | Added |
| Legal & General Group Plc | 3,619,797 | $188.9M | 0.06% | +98,908+2.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,751,391 | $195.5M | 0.98% | +138,053+3.8% | Added |
| Toronto Dominion Bank | 4,064,510 | $216.4M | 0.32% | −93,195−2.2% | Reduced |
| FMR LLC | 4,948,595 | $258.0M | 0.02% | −92,165−1.8% | Reduced |
| Norges Bank | 6,346,752 | $330.8M | 0.07% | −1,4360.0% | Reduced |
| National Bank of Canada | 6,488,939 | $338.0M | 0.68% | −710,437−9.9% | Reduced |
| CIBC Asset Management Inc | 6,718,558 | $350.5M | 1.37% | +25,123+0.4% | Added |
| MUFG Securities EMEA plc | 5,352,500 | $369.6M | 8.49% | +5,352,500 | New |
| Manufacturers Life Insurance Company, The | 7,280,430 | $379.4M | 0.21% | +126,634+1.8% | Added |
| 1832 Asset Management L.P. | 7,338,472 | $382.5M | 0.74% | +336,042+4.8% | Added |
| CIBC World Markets Inc. | 7,495,650 | $391.1M | 1.34% | −477,701−6.0% | Reduced |
| Bank of Nova Scotia | 9,898,881 | $517.3M | 1.35% | +1,406,171+16.6% | Added |
| Beutel, Goodman & Co Ltd. | 10,423,185 | $544.0M | 3.05% | −31,085−0.3% | Reduced |
| TD Asset Management Inc | 11,634,624 | $607.2M | 0.69% | +113,655+1.0% | Added |
| Bank of Montreal | 13,187,630 | $688.2M | 0.42% | −1,469,812−10.0% | Reduced |
| FIL Ltd | 14,371,913 | $749.2M | 0.84% | +901,790+6.7% | Added |
| Mackenzie Financial Corp | 15,028,272 | $783.3M | 1.20% | +317,661+2.2% | Added |
| Vanguard Group Inc | 22,110,325 | $1.15B | 0.03% | +449,045+2.1% | Added |
| Royal Bank of Canada | 43,681,963 | $2.28B | 0.64% | +290,761+0.7% | Added |
| Quilter Plc | 12,641 | – | – | +1,206+10.5% | Added |
| Unigestion Holding SA | 0 | $0 | 0.00% | −157,829−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −117,670−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −48,439−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −61,135−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −54,320−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −24,740−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −24,610−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −21,090−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,560−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −17,467−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −17,327−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,834−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,197−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,765−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold out |
| Heathbridge Capital Management Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |