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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 1,871 | $97.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,997 | $94.0K | 0.00% | −432−17.8% | Reduced |
| Harbour Investments, Inc. | 1,721 | $89.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,650 | $86.0K | 0.00% | −326−16.5% | Reduced |
| Lowe Wealth Advisors, LLC | 1,527 | $79.6K | 0.04% | +2+0.1% | Added |
| Allworth Financial LP | 1,513 | $78.9K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,512 | $78.8K | 0.07% | +5+0.3% | Added |
| Atlas Capital Advisors LLC | 1,358 | $70.8K | 0.01% | +1,358 | New |
| Tobam | 1,347 | $70.0K | 0.01% | −1,137−45.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $67.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $62.5K | 0.00% | −596−33.2% | Reduced |
| Abound Wealth Management | 1,162 | $60.6K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,112 | $58.0K | 0.00% | +325+41.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,049 | $54.7K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,025 | $53.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,012 | $52.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,008 | $52.5K | 0.01% | +62+6.6% | Added |
| Centennial Bank | 994 | $51.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 898 | $46.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $46.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $44.9K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 809 | $42.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $41.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 751 | $39.1K | 0.00% | −12−1.6% | Reduced |
| Oakworth Capital, Inc. | 748 | $39.0K | 0.00% | +612+450.0% | Added |
| HM Payson & Co | 742 | $38.7K | 0.00% | −1,748−70.2% | Reduced |
| Pacifica Partners Inc. | 702 | $36.2K | 0.02% | −602−46.2% | Reduced |
| St Germain D J Co Inc | 650 | $33.9K | 0.00% | +650 | New |
| Glassman Wealth Services | 647 | $33.7K | 0.01% | +65+11.2% | Added |
| Banque Cantonale Vaudoise | 600 | $31.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 575 | $30.0K | 0.00% | +575 | New |
| Spire Wealth Management | 568 | $29.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $28.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 678 | $28.1K | 0.00% | +424+166.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $27.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $25.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 480 | $25.0K | 0.00% | +480 | New |
| Buck Wealth Strategies, LLC | 476 | $24.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $23.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $21.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $20.4K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 392 | $20.4K | 0.01% | +189+93.1% | Added |
| Global Retirement Partners, LLC | 386 | $20.1K | 0.00% | +2+0.5% | Added |
| Geneos Wealth Management Inc. | 369 | $19.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $18.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $16.6K | 0.01% | +219+221.2% | Added |
| Antonetti Capital Management LLC | 304 | $15.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $15.2K | 0.00% | +252+630.0% | Added |
| Your Advocates Ltd., LLP | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 206 | $14.2K | 0.01% | +206 | New |
| Tacita Capital Inc | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 262 | $14.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 233 | $12.1K | 0.00% | +233 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $9.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $9.25K | 0.00% | +2+1.1% | Added |
| Laurel Wealth Advisors LLC | 170 | $8.86K | 0.00% | −525−75.5% | Reduced |
| Baystate Wealth Management LLC | 169 | $8.85K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $8.70K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $8.60K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $7.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $7.71K | 0.00% | +5+3.5% | Added |
| Versant Capital Management, Inc | 146 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $6.88K | 0.00% | +70+112.9% | Added |
| Sunbelt Securities, Inc. | 122 | $6.36K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $6.36K | 0.00% | +1+0.8% | Added |
| GHP Investment Advisors, Inc. | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $4.38K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 93 | $4.00K | 0.00% | +93 | New |
| Earnest Partners LLC | 70 | $3.65K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 67 | $3.49K | 0.00% | −13−16.3% | Reduced |
| Tower Research Capital LLC (TRC) | 63 | $3.28K | 0.00% | +63 | New |
| Gradient Investments LLC | 27 | $1.41K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $313 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $105 | 0.00% | −507−99.6% | Reduced |
| Sofos Investments, Inc. | 665 | $35 | 0.00% | 00.0% | Unchanged |
| 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 |