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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $293 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $975 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28 | $1.36K | 0.00% | −35−55.6% | Reduced |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | +16+50.0% | Added |
| VitalStone Financial, LLC | 52 | $2.00K | 0.00% | +52 | New |
| First Personal Financial Services | 50 | $2.44K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 84 | $4.10K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 84 | $4.10K | 0.00% | +17+25.4% | Added |
| Barrett & Company, Inc. | 94 | $4.59K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $4.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.83K | 0.00% | −219−68.9% | Reduced |
| Optiver Holding B.V. | 119 | $5.81K | 0.00% | +119 | New |
| GHP Investment Advisors, Inc. | 119 | $5.81K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 122 | $5.95K | 0.00% | −270−68.9% | Reduced |
| Sunbelt Securities, Inc. | 122 | $5.95K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $6.01K | 0.00% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 138 | $6.74K | 0.00% | +6+4.5% | Added |
| JFS Wealth Advisors, LLC | 139 | $6.78K | 0.00% | −9−6.1% | Reduced |
| Richard W. Paul & Associates, LLC | 140 | $6.83K | 0.00% | +140 | New |
| Ancora Advisors, LLC | 148 | $7.22K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 150 | $7.32K | 0.01% | −154−50.7% | Reduced |
| Washington Trust Advisors, Inc. | 165 | $8.05K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $8.15K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $8.29K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $8.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 179 | $8.74K | 0.00% | +1+0.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 185 | $9.05K | 0.00% | +185 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $9.13K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 244 | $12.0K | 0.00% | +244 | New |
| Your Advocates Ltd., LLP | 275 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $14.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $14.6K | 0.00% | −378−55.8% | Reduced |
| Stonebridge Capital Advisors LLC | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $17.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 358 | $17.5K | 0.00% | −1,731−82.9% | Reduced |
| Geneos Wealth Management Inc. | 369 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 387 | $18.3K | 0.00% | +1+0.3% | Added |
| TFC Financial Management | 392 | $19.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $20.2K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $21.4K | 0.00% | +438 | New |
| Buck Wealth Strategies, LLC | 476 | $23.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 480 | $23.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $24.4K | 0.00% | −251−33.4% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $24.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $25.9K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $26.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $27.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $31.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 702 | $33.4K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 727 | $35.5K | 0.01% | −171−19.0% | Reduced |
| HM Payson & Co | 742 | $36.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $36.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 770 | $37.6K | 0.01% | +123+19.0% | Added |
| Headinvest, LLC | 812 | $38.8K | 0.01% | +812 | New |
| ING Groep NV | 809 | $39.5K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 812 | $39.6K | 0.01% | +812 | New |
| Hexagon Capital Partners LLC | 855 | $41.7K | 0.01% | −153−15.2% | Reduced |
| Whittier Trust Co | 862 | $42.1K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 878 | $42.8K | 0.02% | +878 | New |
| MCF Advisors LLC | 890 | $43.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 994 | $48.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,008 | $49.2K | 0.01% | +1,008 | New |
| Zions Bancorporation, N.A. | 1,012 | $49.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,062 | $51.8K | 0.02% | −100−8.6% | Reduced |
| Asset Dedication, LLC | 1,112 | $55.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $58.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $61.6K | 0.01% | +1,263 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $61.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,358 | $66.3K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,518 | $74.1K | 0.17% | +6+0.4% | Added |
| Allworth Financial LP | 1,527 | $74.5K | 0.00% | +14+0.9% | Added |
| Lowe Wealth Advisors, LLC | 1,529 | $74.6K | 0.04% | +2+0.1% | Added |
| Harbour Investments, Inc. | 1,721 | $84.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,810 | $88.0K | 0.00% | +160+9.7% | Added |
| Perkins Coie Trust Co | 1,871 | $91.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $93.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $97.6K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,011 | $98.0K | 0.01% | +664+49.3% | Added |
| Massmutual Trust Co FSB | 2,226 | $108.6K | 0.00% | +15+0.7% | Added |
| Credit Agricole S A | 2,231 | $108.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $117.2K | 0.00% | +2,396 | New |
| Bessemer Group Inc | 2,657 | $130.0K | 0.00% | −78−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,518 | $131.0K | 0.00% | +521+26.1% | Added |
| First Horizon Advisors, Inc. | 2,771 | $135.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $138.8K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,883 | $140.7K | 0.00% | +491+20.5% | Added |
| Quadrant Capital Group LLC | 2,990 | $145.9K | 0.01% | +6+0.2% | Added |
| Rhumbline Advisers | 3,021 | $147.4K | 0.00% | +265+9.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,583 | $174.7K | 0.00% | −8,707−70.8% | Reduced |
| Creative Financial Designs Inc | 3,601 | $175.7K | 0.02% | −1,102−23.4% | Reduced |
| Parallel Advisors, LLC | 3,658 | $178.5K | 0.01% | +46+1.3% | Added |
| City Holding Co | 3,700 | $180.5K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,737 | $182.4K | 0.02% | +111+3.1% | Added |
| EverSource Wealth Advisors, LLC | 3,860 | $188.4K | 0.02% | −3,142−44.9% | Reduced |