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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 11,773 | $613.6K | 0.01% | +540+4.8% | Added |
| Quantinno Capital Management LP | 11,376 | $593.0K | 0.03% | +1,458+14.7% | Added |
| Captrust Financial Advisors | 11,067 | $576.8K | 0.00% | −1,144−9.4% | Reduced |
| Advisors Asset Management, Inc. | 11,028 | $574.8K | 0.01% | −948−7.9% | Reduced |
| Sequoia Financial Advisors, LLC | 10,845 | $565.2K | 0.01% | +3,206+42.0% | Added |
| Cigna Investments Inc | 10,816 | $564.0K | 0.11% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 10,519 | $548.3K | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,245 | $534.0K | 0.02% | +1,381+15.6% | Added |
| Cresset Asset Management, LLC | 10,113 | $527.1K | 0.00% | +10,113 | New |
| Prime Capital Investment Advisors, LLC | 10,044 | $523.5K | 0.01% | +3,705+58.4% | Added |
| HRT Financial LP | 9,897 | $515.0K | 0.00% | +9,897 | New |
| Yousif Capital Management, LLC | 9,852 | $513.5K | 0.01% | +60+0.6% | Added |
| Verdence Capital Advisors LLC | 9,829 | $512.3K | 0.06% | +85+0.9% | Added |
| Woodstock Corp | 9,647 | $502.8K | 0.06% | −155−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,053 | $472.2K | 0.00% | −15,961−63.8% | Reduced |
| Tyler-Stone Wealth Management | 8,727 | $455.0K | 0.26% | +8,727 | New |
| Claret Asset Management Corp | 8,706 | $454.0K | 0.09% | −1,040−10.7% | Reduced |
| Marshall Wace, LLP | 8,600 | $448.2K | 0.00% | +8,600 | New |
| Balentine LLC | 8,577 | $447.0K | 0.01% | +639+8.0% | Added |
| Cerity Partners LLC | 8,440 | $439.9K | 0.00% | −45−0.5% | Reduced |
| Am Investment Strategies LLC | 7,964 | $415.0K | 0.13% | +7,964 | New |
| CI Private Wealth, LLC | 7,852 | $409.2K | 0.00% | −116−1.5% | Reduced |
| First Republic Investment Management, Inc. | 7,830 | $408.1K | 0.00% | −2,292−22.6% | Reduced |
| Royal London Asset Management Ltd | 7,775 | $405.2K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,580 | $400.7K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 7,491 | $390.4K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 7,318 | $381.4K | 0.00% | +7,318 | New |
| Brown Advisory Inc | 7,305 | $380.7K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,271 | $379.0K | 0.02% | +106+1.5% | Added |
| EverSource Wealth Advisors, LLC | 7,002 | $364.9K | 0.04% | +6,793+3,250.2% | Added |
| Welch & Forbes LLC | 6,977 | $363.6K | 0.01% | −44−0.6% | Reduced |
| MONECO Advisors, LLC | 6,836 | $356.3K | 0.10% | +30+0.4% | Added |
| Davidson Trust Co | 6,693 | $348.8K | 0.25% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $347.5K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,252 | $325.9K | 0.01% | −12−0.2% | Reduced |
| Mirova | 6,152 | $321.1K | 0.06% | −2,540−29.2% | Reduced |
| Pinnacle Associates Ltd | 6,153 | $320.7K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,140 | $320.0K | 0.12% | −707−10.3% | Reduced |
| Stonebridge Capital Management Inc | 6,040 | $315.0K | 0.15% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,897 | $307.4K | 0.04% | −60−1.0% | Reduced |
| Truist Financial Corp | 5,852 | $305.0K | 0.00% | +1,011+20.9% | Added |
| Gulf International Bank (UK) Ltd | 5,759 | $300.0K | 0.01% | +1,000+21.0% | Added |
| Lee Financial Co | 5,741 | $299.2K | 0.05% | −900−13.6% | Reduced |
| Wealthspire Advisors, LLC | 5,704 | $297.3K | 0.00% | −566−9.0% | Reduced |
| UniSuper Management Pty Ltd | 4,200 | $290.1K | 0.00% | +4,200 | New |
| Beacon Pointe Advisors, LLC | 5,564 | $290.0K | 0.00% | −14−0.3% | Reduced |
| Mercer Global Advisors Inc | 5,534 | $288.0K | 0.00% | −344−5.9% | Reduced |
| Running Point Capital Advisors, LLC | 5,438 | $283.4K | 0.16% | 00.0% | Unchanged |
| Veriti Management LLC | 5,404 | $281.7K | 0.03% | −339−5.9% | Reduced |
| Smithfield Trust Co | 5,394 | $281.0K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 5,332 | $277.2K | 0.02% | −16−0.3% | Reduced |
| Financial Counselors Inc | 5,262 | $274.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,241 | $273.0K | 0.00% | −848−13.9% | Reduced |
| Pacer Advisors, Inc. | 5,156 | $268.7K | 0.00% | +624+13.8% | Added |
| Regions Financial Corp | 5,134 | $267.6K | 0.00% | −366−6.7% | Reduced |
| Baird Financial Group, Inc. | 5,133 | $267.5K | 0.00% | −100−1.9% | Reduced |
| Ritholtz Wealth Management | 5,128 | $267.3K | 0.01% | −220−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,097 | $265.7K | 0.04% | −10.0% | Reduced |
| CVA Family Office, LLC | 5,000 | $260.6K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,985 | $259.8K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,964 | $258.7K | 0.02% | +203+4.3% | Added |
| Northwest Bancshares, Inc. | 4,950 | $258.0K | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,831 | $252.1K | 0.00% | −274−5.4% | Reduced |
| Creative Financial Designs Inc | 4,703 | $245.1K | 0.03% | −147−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,698 | $244.9K | 0.02% | +400+9.3% | Added |
| PDS Planning, Inc | 4,659 | $242.8K | 0.03% | +4,659 | New |
| NewEdge Wealth, LLC | 4,618 | $240.7K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 4,602 | $239.9K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 4,596 | $239.5K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,541 | $236.7K | 0.00% | +36+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,481 | $233.0K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,411 | $229.9K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,396 | $229.1K | 0.12% | +4,396 | New |
| Summit Trail Advisors, LLC | 4,369 | $227.7K | 0.01% | +4,369 | New |
| Pathway Financial Advisors LLC | 4,339 | $226.1K | 0.07% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $222.4K | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 4,246 | $221.3K | 0.03% | −204−4.6% | Reduced |
| 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 |
| Ballast, Inc. | 4,083 | $212.8K | 0.08% | +4,083 | New |
| Huntington National Bank | 4,064 | $211.8K | 0.00% | −19−0.5% | Reduced |
| First Bank & Trust | 3,862 | $201.3K | 0.05% | +3,862 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $200.6K | 0.06% | +3,848 | New |
| City Holding Co | 3,700 | $192.8K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,626 | $189.0K | 0.02% | +25+0.7% | Added |
| Parallel Advisors, LLC | 3,612 | $188.3K | 0.01% | +196+5.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,131 | $163.2K | 0.00% | +26+0.8% | Added |
| Quadrant Capital Group LLC | 2,984 | $155.5K | 0.02% | −88−2.9% | Reduced |
| Independence Bank of Kentucky | 2,844 | $148.2K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $144.4K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,756 | $143.6K | 0.00% | +2,756 | New |
| Bessemer Group Inc | 2,735 | $143.0K | 0.00% | +570+26.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,392 | $124.7K | 0.00% | −857−26.4% | Reduced |
| Coastal Capital Group, Inc. | 2,388 | $124.5K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 2,231 | $116.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,211 | $115.2K | 0.00% | +656+42.2% | Added |
| PEAK6 Investments LLC | 2,194 | $114.4K | 0.01% | +2,194 | New |
| Umb Bank N A | 2,089 | $108.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $104.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $99.0K | 0.01% | 00.0% | Unchanged |