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, Q3 2023
Institutional positions in Sun Life Financial Inc as of Sep 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
- 379
- +1 vs. Q2 2023
- Shares held
- 268.6M
- −6.73M (−2.4%) vs. Q2 2023
- Total value
- $13.2B
- −$1.27B (−8.8%) vs. Q2 2023
- New holders
- 31
- 126 more added
- Sold out
- 30
- 124 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 43,693,333 | $2.13B | 0.62% | +11,3700.0% | Added |
| Vanguard Group Inc | 22,472,123 | $1.10B | 0.03% | +361,798+1.6% | Added |
| Bank of Montreal | 13,724,862 | $693.0M | 0.25% | +537,232+4.1% | Added |
| FIL Ltd | 14,099,575 | $687.9M | 0.81% | −272,338−1.9% | Reduced |
| Mackenzie Financial Corp | 14,443,844 | $678.3M | 1.14% | −584,428−3.9% | Reduced |
| TD Asset Management Inc | 11,630,157 | $570.1M | 0.69% | −4,4670.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 9,900,971 | $485.3M | 2.87% | −522,214−5.0% | Reduced |
| Bank of Nova Scotia | 9,925,908 | $484.4M | 1.28% | +27,027+0.3% | Added |
| 1832 Asset Management L.P. | 9,051,660 | $441.7M | 0.92% | +1,713,188+23.3% | Added |
| CIBC World Markets Inc. | 6,973,977 | $340.4M | 1.22% | −521,673−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 6,706,154 | $329.5M | 0.19% | −574,276−7.9% | Reduced |
| CIBC Asset Management Inc | 6,378,127 | $312.2M | 1.30% | −340,431−5.1% | Reduced |
| Norges Bank | 6,367,438 | $310.7M | 0.06% | +20,686+0.3% | Added |
| National Bank of Canada | 5,867,000 | $280.4M | 0.51% | −621,939−9.6% | Reduced |
| FMR LLC | 4,574,862 | $223.2M | 0.02% | −373,733−7.6% | Reduced |
| Toronto Dominion Bank | 4,436,203 | $216.5M | 0.36% | +371,693+9.1% | Added |
| Legal & General Group Plc | 3,796,012 | $186.1M | 0.06% | +176,215+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,428,258 | $167.3M | 0.87% | −323,133−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,154,243 | $158.1M | 1.63% | −24,471−0.8% | Reduced |
| Scotia Capital Inc. | 2,965,537 | $144.5M | 1.05% | −61,675−2.0% | Reduced |
| Letko, Brosseau & Associates Inc | 2,889,132 | $141.6M | 2.77% | −25,555−0.9% | Reduced |
| JPMorgan Chase & Co | 2,897,151 | $141.4M | 0.02% | +41,147+1.4% | Added |
| Amundi | 2,567,455 | $125.4M | 0.06% | +368,096+16.7% | Added |
| Alberta Investment Management Corp | 2,316,743 | $113.6M | 1.22% | +258,800+12.6% | Added |
| Geode Capital Management, LLC | 2,140,815 | $105.3M | 0.01% | +58,647+2.8% | Added |
| Bank of America Corp | 2,011,913 | $98.2M | 0.01% | −1,176,461−36.9% | Reduced |
| Swiss National Bank | 1,965,500 | $96.7M | 0.08% | −242,500−11.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,465,036 | $95.5M | 0.99% | +2,694+0.2% | Added |
| Morgan Stanley | 1,930,197 | $94.2M | 0.01% | −436,455−18.4% | Reduced |
| Credit Suisse AG | 1,383,337 | $91.7M | 0.09% | +28,025+2.1% | Added |
| British Columbia Investment Management Corp | 1,823,282 | $89.0M | 0.85% | +1,010,392+124.3% | Added |
| Invesco Ltd. | 1,659,078 | $81.0M | 0.02% | +152,568+10.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,519,469 | $74.3M | 0.06% | +158,621+11.7% | Added |
| Canada Pension Plan Investment Board | 1,426,945 | $69.9M | 0.10% | −322,900−18.5% | Reduced |
| Value Partners Investments Inc. | 1,407,177 | $69.0M | 5.71% | −16,715−1.2% | Reduced |
| First Trust Advisors LP | 1,380,604 | $67.4M | 0.08% | −15,559−1.1% | Reduced |
| HSBC Holdings PLC | 1,378,803 | $67.3M | 0.07% | +131,725+10.6% | Added |
| Goldman Sachs Group Inc | 1,345,467 | $65.7M | 0.02% | −355,965−20.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $59.7M | 0.17% | 00.0% | Unchanged |
| QV Investors Inc. | 1,120,851 | $54.9M | 5.70% | −11,100−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,086,860 | $53.2M | 0.12% | +66,800+6.5% | Added |
| Intact Investment Management Inc. | 1,072,310 | $52.3M | 2.26% | −121,850−10.2% | Reduced |
| Man Group plc | – | $48.4M | 0.15% | – | – |
| Dimensional Fund Advisors LP | 960,123 | $46.9M | 0.02% | −281,937−22.7% | Reduced |
| BlackRock Inc. | 888,521 | $43.4M | 0.00% | +42,733+5.1% | Added |
| Franklin Resources Inc | 836,514 | $40.8M | 0.02% | −7,754−0.9% | Reduced |
| Agf Management Ltd | 800,739 | $39.1M | 0.28% | −16,341−2.0% | Reduced |
| Cardinal Capital Management, Inc. | 789,043 | $38.6M | 2.01% | +1,615+0.2% | Added |
| Bank of New York Mellon Corp | 790,523 | $38.6M | 0.01% | +35,865+4.8% | Added |
| Deutsche Bank AG | 718,888 | $35.1M | 0.02% | −141,600−16.5% | Reduced |
| Korea Investment CORP | 703,435 | $34.5M | 0.10% | +308,479+78.1% | Added |
| Fiera Capital Corp | 678,865 | $33.2M | 0.11% | +11,271+1.7% | Added |
| Triasima Portfolio Management inc. | 676,600 | $33.2M | 3.04% | +408,765+152.6% | Added |
| Russell Investments Group, Ltd. | 653,770 | $32.0M | 0.06% | −115,891−15.1% | Reduced |
| Montrusco Bolton Investments Inc. | 642,559 | $31.5M | 0.46% | −58,224−8.3% | Reduced |
| Northwest & Ethical Investments L.P. | 634,233 | $30.9M | 1.04% | −16,639−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 622,278 | $30.4M | 0.14% | +276,432+79.9% | Added |
| Canoe Financial LP | 566,378 | $27.6M | 0.77% | 00.0% | Unchanged |
| Aviva PLC | 542,846 | $26.6M | 0.11% | −64,688−10.6% | Reduced |
| State of Wisconsin Investment Board | 508,619 | $24.9M | 0.08% | +96,883+23.5% | Added |
| UBS Group AG | 508,983 | $24.8M | 0.01% | +2,269+0.4% | Added |
| Great West Life Assurance Co | 480,102 | $23.5M | 0.06% | +10,731+2.3% | Added |
| Todd Asset Management LLC | 449,146 | $21.9M | 0.52% | −4,385−1.0% | Reduced |
| Allianz Asset Management GmbH | 432,011 | $21.2M | 0.04% | +275,876+176.7% | Added |
| Guardian Capital LP | 404,037 | $19.8M | 0.74% | −8,886−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 402,364 | $19.6M | 0.09% | +202,364+101.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 393,900 | $19.3M | 0.09% | −61,922−13.6% | Reduced |
| LGT Group Foundation | 355,300 | $17.1M | 0.42% | −526−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 342,175 | $16.7M | 1.53% | −29,520−7.9% | Reduced |
| State of Tennessee, Treasury Department | 334,257 | $16.4M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 325,330 | $15.9M | 0.01% | +48,499+17.5% | Added |
| Pictet Asset Management Holding SA | 302,322 | $14.8M | 0.02% | +302,322 | New |
| Prudential PLC | 301,272 | $14.7M | 0.16% | −32,793−9.8% | Reduced |
| Cidel Asset Management Inc | 288,881 | $14.2M | 0.71% | +454+0.2% | Added |
| Mn Services Vermogensbeheer B.V. | 287,645 | $14.1M | 0.14% | +8,100+2.9% | Added |
| Northern Trust Corp | 288,358 | $14.1M | 0.00% | +692+0.2% | Added |
| Crossmark Global Holdings, Inc. | 263,835 | $12.9M | 0.29% | +1,401+0.5% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $12.2M | 0.61% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 249,486 | $12.2M | 1.45% | +24,084+10.7% | Added |
| Ameriprise Financial Inc | 185,957 | $12.1M | 0.00% | +86,893+87.7% | Added |
| Gluskin Sheff & Assoc Inc | 238,936 | $11.7M | 0.89% | −93,158−28.1% | Reduced |
| Jarislowsky, Fraser Ltd | 235,058 | $11.5M | 0.07% | −2,344−1.0% | Reduced |
| Waratah Capital Advisors Ltd. | 233,295 | $11.4M | 0.52% | −42,735−15.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 224,674 | $11.0M | 0.07% | −24,440−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.9M | 0.11% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 216,100 | $10.6M | 0.12% | −21,100−8.9% | Reduced |
| Citigroup Inc | 211,778 | $10.4M | 0.01% | +36,110+20.6% | Added |
| Barometer Capital Management Inc. | 151,850 | $10.1M | 3.17% | +10,200+7.2% | Added |
| Millennium Management LLC | 204,387 | $9.99M | 0.01% | +63,105+44.7% | Added |
| Guardian Capital Advisors LP | 181,357 | $9.07M | 1.01% | −171−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 179,071 | $8.74M | 0.01% | +179,071 | New |
| Qube Research & Technologies Ltd | 174,561 | $8.52M | 0.03% | +94,254+117.4% | Added |
| USS Investment Management Ltd | 170,143 | $8.31M | 0.09% | +493+0.3% | Added |
| Addenda Capital Inc. | 122,793 | $8.14M | 0.35% | −863−0.7% | Reduced |
| AXA S.A. | 158,235 | $7.72M | 0.03% | +13,635+9.4% | Added |
| Public Sector Pension Investment Board | 154,765 | $7.59M | 0.06% | −4,292−2.7% | Reduced |
| SIG North Trading, ULC | 155,310 | $7.58M | 3.42% | +57,245+58.4% | Added |
| Point72 Asset Management, L.P. | 150,000 | $7.33M | 0.02% | +150,000 | New |
| Achmea Investment Management B.V. | 137,170 | $6.72M | 0.15% | +13,776+11.2% | Added |
| O'Shaughnessy Asset Management, LLC | 126,807 | $6.19M | 0.09% | −11,470−8.3% | Reduced |