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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 124,581 | $6.49M | 0.02% | +124,581 | New |
| Achmea Investment Management B.V. | 123,394 | $6.44M | 0.14% | +58,890+91.3% | Added |
| Voloridge Investment Management, LLC | 121,592 | $6.34M | 0.03% | −89,526−42.4% | Reduced |
| Motco | 118,058 | $6.15M | 0.40% | −4,232−3.5% | Reduced |
| Susquehanna International Group, LLP | 115,900 | $6.04M | 0.01% | +115,900 | New |
| La Banque Postale Asset Management SA | 113,482 | $5.92M | 0.14% | +48,013+73.3% | Added |
| Power Corp of Canada | 112,502 | $5.86M | 0.61% | −91,200−44.8% | Reduced |
| Price T Rowe Associates Inc | 107,146 | $5.58M | 0.00% | +5,723+5.6% | Added |
| Wells Fargo & Company | 102,757 | $5.36M | 0.00% | −2,290−2.2% | Reduced |
| Acadian Asset Management LLC | 101,200 | $5.28M | 0.02% | −105,300−51.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 99,920 | $5.21M | 1.96% | −624−0.6% | Reduced |
| Credential Qtrade Securities Inc. | 98,144 | $5.12M | 0.32% | +4,721+5.1% | Added |
| SIG North Trading, ULC | 98,065 | $5.11M | 2.78% | +98,065 | New |
| Andra AP-fonden | 74,000 | $5.11M | 0.13% | +27,900+60.5% | Added |
| Swiss Life Asset Management Ltd | 95,659 | $4.99M | 0.07% | +26,857+39.0% | Added |
| Burney Co | 92,802 | $4.84M | 0.22% | −47,679−33.9% | Reduced |
| American Century Companies Inc | 88,288 | $4.60M | 0.00% | +12,640+16.7% | Added |
| Maryland State Retirement & Pension System | 87,869 | $4.58M | 0.10% | +68,307+349.2% | Added |
| Qube Research & Technologies Ltd | 80,307 | $4.19M | 0.02% | −123,746−60.6% | Reduced |
| Shell Asset Management Co | 71,577 | $3.73M | 0.15% | −32,565−31.3% | Reduced |
| Symphony Financial, Ltd. Co. | 71,462 | $3.68M | 0.90% | +516+0.7% | Added |
| Utah Retirement Systems | 68,983 | $3.60M | 0.05% | −3,100−4.3% | Reduced |
| Janus Henderson Group PLC | 65,379 | $3.41M | 0.00% | −8,202−11.1% | Reduced |
| Prudential Financial Inc | 64,500 | $3.37M | 0.00% | +8,300+14.8% | Added |
| K.J. Harrison & Partners Inc | 64,549 | $3.35M | 0.61% | +9,581+17.4% | Added |
| Quadrature Capital Ltd | 64,000 | $3.33M | 0.07% | +64,000 | New |
| PCJ Investment Counsel Ltd. | 62,970 | $3.28M | 1.39% | −3,920−5.9% | Reduced |
| Assenagon Asset Management S.A. | 57,805 | $3.02M | 0.01% | −432−0.7% | Reduced |
| Van Eck Associates Corp | 57,595 | $3.00M | 0.01% | +7,243+14.4% | Added |
| Commonwealth Equity Services, LLC | 57,578 | $3.00M | 0.01% | −336−0.6% | Reduced |
| Harvest Portfolios Group Inc. | 53,313 | $2.78M | 0.13% | +2,196+4.3% | Added |
| Ostrum Asset Management | 51,624 | $2.69M | 0.23% | −3,465−6.3% | Reduced |
| Renaissance Technologies LLC | 50,400 | $2.63M | 0.00% | −208,340−80.5% | Reduced |
| Kraematon Investment Advisors, Inc | 49,227 | $2.57M | 2.82% | −58−0.1% | Reduced |
| Vontobel Holding Ltd. | 47,197 | $2.46M | 0.02% | +2,883+6.5% | Added |
| PDT Partners, LLC | 47,137 | $2.46M | 0.34% | +47,137 | New |
| Envestnet Asset Management Inc | 44,665 | $2.33M | 0.00% | −108−0.2% | Reduced |
| Unison Advisors LLC | 43,278 | $2.26M | 0.25% | +400+0.9% | Added |
| AE Wealth Management LLC | 42,464 | $2.21M | 0.01% | +5,162+13.8% | Added |
| Alliancebernstein L.P. | 42,104 | $2.19M | 0.00% | −3,011−6.7% | Reduced |
| Dorchester Wealth Management Co | 40,975 | $2.14M | 0.43% | −2,160−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.05M | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 38,261 | $1.99M | 0.07% | −16,587−30.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,250 | $1.89M | 0.00% | +18,299+101.9% | Added |
| Creative Planning | 34,052 | $1.77M | 0.00% | +12,392+57.2% | Added |
| Ossiam | 33,287 | $1.74M | 0.03% | −2,848−7.9% | Reduced |
| Metis Global Partners, LLC | 33,262 | $1.73M | 0.09% | +804+2.5% | Added |
| Private Advisor Group, LLC | 32,916 | $1.73M | 0.02% | −692−2.1% | Reduced |
| Zurich Insurance Group Ltd | 32,000 | $1.67M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 31,965 | $1.67M | 0.01% | +1,532+5.0% | Added |
| M&T Bank Corp | 31,835 | $1.66M | 0.01% | −985−3.0% | Reduced |
| Natixis Advisors, L.P. | 31,432 | $1.64M | 0.01% | −1,447−4.4% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.57M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 29,595 | $1.54M | 0.00% | +4,343+17.2% | Added |
| LPL Financial LLC | 28,284 | $1.47M | 0.00% | +3,336+13.4% | Added |
| Ontario Teachers Pension Plan Board | 28,059 | $1.46M | 0.02% | +21,496+327.5% | Added |
| Wetherby Asset Management Inc | 26,862 | $1.40M | 0.08% | +928+3.6% | Added |
| Raymond James & Associates | 26,736 | $1.39M | 0.00% | −2,078−7.2% | Reduced |
| Principal Financial Group Inc | 26,247 | $1.37M | 0.00% | −1,460−5.3% | Reduced |
| State Street Corp | 25,059 | $1.31M | 0.00% | +3,941+18.7% | Added |
| Jane Street Group, LLC | 24,584 | $1.28M | 0.00% | −33,621−57.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,213 | $1.26M | 0.00% | −1,923−7.4% | Reduced |
| Wambolt & Associates, LLC | 24,116 | $1.26M | 0.45% | −344−1.4% | Reduced |
| Citadel Advisors LLC | 23,214 | $1.21M | 0.00% | +6,444+38.4% | Added |
| JCIC Asset Management Inc. | 22,846 | $1.19M | 0.54% | −125−0.5% | Reduced |
| Stifel Financial Corp | 22,556 | $1.18M | 0.00% | +383+1.7% | Added |
| Signaturefd, LLC | 22,033 | $1.15M | 0.03% | +1,027+4.9% | Added |
| Mason & Associates Inc | 22,000 | $1.15M | 0.34% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,850 | $1.14M | 0.00% | −3,864−15.0% | Reduced |
| HighTower Advisors, LLC | 19,920 | $1.04M | 0.00% | +1,551+8.4% | Added |
| Candriam Luxembourg S.C.A. | 19,790 | $1.03M | 0.01% | −85,710−81.2% | Reduced |
| US Bancorp | 19,654 | $1.02M | 0.00% | +894+4.8% | Added |
| AustralianSuper Pty Ltd | 19,593 | $1.02M | 0.01% | +19,593 | New |
| Cetera Advisor Networks LLC | 19,149 | $998.0K | 0.01% | +723+3.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,966 | $987.7K | 0.01% | +7,632+67.3% | Added |
| APG Asset Management N.V. | 20,378 | $974.8K | 0.00% | −197,500−90.6% | Reduced |
| Cumberland Partners Ltd | 18,647 | $973.0K | 0.09% | +2,759+17.4% | Added |
| HBK Sorce Advisory LLC | 18,284 | $953.0K | 0.04% | +284+1.6% | Added |
| Banque Pictet & Cie SA | 17,110 | $893.0K | 0.01% | −779−4.4% | Reduced |
| Capital World Investors | 16,974 | $884.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,000 | $833.9K | 0.00% | +901+6.0% | Added |
| SEI Investments Co | 15,861 | $826.7K | 0.00% | −489−3.0% | Reduced |
| Rempart Asset Management Inc. | 15,506 | $808.9K | 0.17% | −899−5.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,965 | $781.0K | 0.03% | +14,965 | New |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $773.9K | 0.08% | 00.0% | Unchanged |
| United Services Automobile Association | 14,589 | $760.5K | 0.02% | −2,520−14.7% | Reduced |
| JustInvest LLC | 14,186 | $739.4K | 0.02% | +1,826+14.8% | Added |
| Avantax Advisory Services, Inc. | 13,343 | $695.4K | 0.01% | −60.0% | Reduced |
| Advisory Resource Group | 13,111 | $683.3K | 0.19% | +138+1.1% | Added |
| Fifth Third Bancorp | 12,946 | $674.7K | 0.00% | +2,257+21.1% | Added |
| Janney Montgomery Scott LLC | 12,905 | $673.0K | 0.00% | −566−4.2% | Reduced |
| King Luther Capital Management Corp | 12,889 | $671.8K | 0.00% | −764−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,655 | $660.0K | 0.00% | −2,046−13.9% | Reduced |
| Barclays PLC | 12,595 | $656.5K | 0.00% | −17,633−58.3% | 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 |
| Mitsubishi UFJ Trust & Banking Corp | 12,290 | $640.8K | 0.00% | −9,958−44.8% | Reduced |
| Blair William & Co | 12,276 | $639.8K | 0.00% | −102−0.8% | Reduced |
| Washington Trust Co | 12,173 | $634.5K | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 11,802 | $615.1K | 0.02% | 00.0% | Unchanged |