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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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ2 2023: 382 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ2 2023: $14.5B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Old National Bancorp0$00.00%−4,645−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−4,400−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,446−100.0%Sold out
Macquarie Group Ltd0$00.00%−2,396−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−1,861−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,252−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,129−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−795−100.0%Sold out
State of Wyoming0$00.00%−633−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−420−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−233−100.0%Sold out
Syverson Strege & Co0$00.00%−112−100.0%Sold out
Schubert & Co0$00.00%−68−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−33−100.0%Sold out
Summit Wealth Group, LLC0$00.00%−25,405−100.0%Sold out
Pathway Financial Advisers, LLC––––Not filed
Kula Investments, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed