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Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ3 2023: 379 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 heldQ3 2023: $13.2B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2023.

Institutions holding SLF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gulf International Bank (UK) Ltd4,059$198.0K0.01%−1,700−29.5%Reduced
Huntington National Bank4,081$199.2K0.00%+17+0.4%Added
Villere St Denis J & Co LLC4,177$203.8K0.02%00.0%Unchanged
Argent Trust Co4,177$203.8K0.01%00.0%Unchanged
Summit Trail Advisors, LLC4,180$204.0K0.01%−189−4.3%Reduced
Schechter Investment Advisors, LLC4,197$204.8K0.02%−501−10.7%Reduced
Intrust Bank NA4,224$206.1K0.03%−22−0.5%Reduced
Evergreen Capital Management LLC4,299$209.8K0.01%−5,946−58.0%Reduced
Pathway Financial Advisors LLC4,339$211.7K0.07%00.0%Unchanged
Grayhawk Investment Strategies Inc.3,221$213.5K0.14%00.0%Unchanged
Flaharty Asset Management, LLC4,411$215.3K0.04%00.0%Unchanged
Lester Murray Antman dba SimplyRich4,481$218.0K0.11%00.0%Unchanged
Clarius Group, LLC4,480$218.6K0.02%−484−9.8%Reduced
State of Wyoming4,500$220.6K0.05%+4,500New
Ieq Capital, LLC4,581$223.5K0.00%+40+0.9%Added
Capital City Trust Co4,596$224.3K0.07%00.0%Unchanged
NewEdge Wealth, LLC4,618$225.4K0.01%00.0%Unchanged
Northwest Bancshares, Inc.4,717$230.2K0.04%−233−4.7%Reduced
PDS Planning, Inc4,829$235.7K0.03%+170+3.6%Added
Syon Capital LLC4,865$237.4K0.03%+4,865New
First Affirmative Financial Network4,952$241.7K0.24%+4,952New
Mirova4,953$242.8K0.05%−1,199−19.5%Reduced
Confluence Wealth Services, Inc.4,985$243.3K0.05%00.0%Unchanged
CVA Family Office, LLC5,040$246.0K0.06%+40+0.8%Added
Ritholtz Wealth Management5,066$247.2K0.01%−62−1.2%Reduced
Pinnacle Wealth Planning Services, Inc.5,097$248.7K0.04%00.0%Unchanged
Regions Financial Corp5,141$250.9K0.00%+7+0.1%Added
DFPG Investments, LLC5,332$252.8K0.02%00.0%Unchanged
Financial Counselors Inc5,225$255.0K0.01%−37−0.7%Reduced
Lee Financial Co5,241$255.8K0.05%−500−8.7%Reduced
Smithfield Trust Co5,394$263.0K0.02%00.0%Unchanged
Running Point Capital Advisors, LLC5,438$265.4K0.15%00.0%Unchanged
Wealthspire Advisors, LLC5,461$266.5K0.00%−243−4.3%Reduced
Pacer Advisors, Inc.5,468$266.8K0.00%+312+6.1%Added
Baird Financial Group, Inc.5,662$276.3K0.00%+529+10.3%Added
UniSuper Management Pty Ltd4,200$278.3K0.00%00.0%Unchanged
CenterBook Partners LP5,768$281.5K0.04%+5,768New
Mercer Global Advisors Inc5,821$284.0K0.00%+287+5.2%Added
CWM, LLC5,884$287.0K0.00%+643+12.3%Added
Cozad Asset Management Inc5,919$288.8K0.04%+22+0.4%Added
Stonebridge Capital Management Inc6,040$295.0K0.16%00.0%Unchanged
Engineers Gate Manager LP6,060$295.7K0.01%+6,060New
Truist Financial Corp6,121$298.7K0.00%+269+4.6%Added
West Family Investments, Inc.6,140$299.6K0.10%00.0%Unchanged
Pinnacle Associates Ltd6,153$300.3K0.01%00.0%Unchanged
Savant Capital, LLC6,238$304.4K0.00%−14−0.2%Reduced
Parsons Capital Management Inc6,667$325.4K0.03%00.0%Unchanged
Davidson Trust Co6,693$326.6K0.24%00.0%Unchanged
Beacon Pointe Advisors, LLC6,768$330.3K0.00%+1,204+21.6%Added
MONECO Advisors, LLC6,862$334.9K0.09%+26+0.4%Added
Sound View Wealth Advisors Group, LLC6,982$340.7K0.04%+6,982New
Wealth Enhancement Advisory Services, LLC7,033$343.2K0.00%+7,033New
Veriti Management LLC7,036$343.4K0.04%+1,632+30.2%Added
Keybank National Association7,202$351.5K0.00%−116−1.6%Reduced
Brown Advisory Inc7,305$356.5K0.00%00.0%Unchanged
Cerity Partners LLC7,326$357.5K0.00%−1,114−13.2%Reduced
Boston Financial Mangement LLC7,491$365.6K0.01%00.0%Unchanged
Royal London Asset Management Ltd7,775$379.4K0.00%00.0%Unchanged
Advisor Partners II, LLC7,799$380.6K0.02%+528+7.3%Added
Am Investment Strategies LLC7,982$390.0K0.13%+18+0.2%Added
Claret Asset Management Corp8,256$403.0K0.08%−450−5.2%Reduced
First Republic Investment Management, Inc.8,719$425.5K0.00%+889+11.4%Added
Tyler-Stone Wealth Management8,727$426.0K0.24%00.0%Unchanged
MQS Management LLC8,797$429.3K0.26%+8,797New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,053$442.4K0.00%00.0%Unchanged
Banque Cantonale Vaudoise9,200$451.0K0.02%+8,600+1,433.3%Added
Advisors Asset Management, Inc.9,383$457.9K0.01%−1,645−14.9%Reduced
Yousif Capital Management, LLC9,532$465.2K0.01%−320−3.2%Reduced
Glenmede Trust Co NA9,592$468.1K0.00%+1,012+11.8%Added
Woodstock Corp9,647$470.8K0.06%00.0%Unchanged
Cresset Asset Management, LLC9,813$478.9K0.00%−300−3.0%Reduced
Prime Capital Investment Advisors, LLC9,850$480.7K0.01%−194−1.9%Reduced
Balentine LLC10,156$495.6K0.02%+1,579+18.4%Added
Sequoia Financial Advisors, LLC10,263$500.8K0.01%−582−5.4%Reduced
Engrave Wealth Partners LLC10,519$513.3K0.16%00.0%Unchanged
CI Private Wealth, LLC10,843$529.1K0.00%+2,991+38.1%Added
Cigna Investments Inc10,816$530.0K0.12%00.0%Unchanged
NorthCrest Asset Manangement, LLC11,802$575.9K0.02%00.0%Unchanged
Verdence Capital Advisors LLC11,969$584.1K0.06%+2,140+21.8%Added
King Luther Capital Management Corp12,012$586.2K0.00%−877−6.8%Reduced
Rempart Asset Management Inc.12,056$590.0K0.13%−3,450−22.2%Reduced
Blair William & Co12,105$590.7K0.00%−171−1.4%Reduced
Captrust Financial Advisors12,121$591.5K0.00%+1,054+9.5%Added
Washington Trust Co12,173$594.0K0.03%00.0%Unchanged
Brinker Capital Investments, LLC12,427$606.4K0.01%−24−0.2%Reduced
Orion Portfolio Solutions, LLC12,427$606.4K0.01%−24−0.2%Reduced
Independent Advisor Alliance12,456$607.9K0.03%+12,456New
Fifth Third Bancorp12,697$619.6K0.00%−249−1.9%Reduced
Kestra Advisory Services, LLC13,119$640.2K0.01%+1,346+11.4%Added
Advisory Resource Group13,463$657.0K0.18%+352+2.7%Added
Avantax Advisory Services, Inc.13,767$671.8K0.01%+424+3.2%Added
Cambridge Investment Research Advisors, Inc.14,368$701.0K0.00%+1,713+13.5%Added
Cumberland Partners Ltd14,353$703.1K0.07%−4,294−23.0%Reduced
Janney Montgomery Scott LLC14,436$704.0K0.00%+1,531+11.9%Added
Texas Capital Bank Wealth Management Services Inc14,849$724.6K0.09%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.15,161$750.1K0.01%−3,805−20.1%Reduced
Banque Pictet & Cie SA15,584$763.9K0.01%−1,526−8.9%Reduced
Rathbone Brothers plc15,731$771.1K0.01%+10,900+225.6%Added
SEI Investments Co15,861$774.0K0.00%00.0%Unchanged
US Bancorp16,597$809.9K0.00%−3,057−15.6%Reduced