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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 16,735 | $816.7K | 0.00% | +735+4.6% | Added |
| Capital World Investors | 16,974 | $828.2K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 17,031 | $831.1K | 0.00% | −104,561−86.0% | Reduced |
| JustInvest LLC | 17,420 | $850.1K | 0.03% | +3,234+22.8% | Added |
| Candriam Luxembourg S.C.A. | 12,886 | $854.0K | 0.01% | −6,904−34.9% | Reduced |
| Marshall Wace, LLP | 17,500 | $854.0K | 0.00% | +8,900+103.5% | Added |
| HBK Sorce Advisory LLC | 18,200 | $888.2K | 0.04% | −84−0.5% | Reduced |
| HighTower Advisors, LLC | 19,621 | $955.0K | 0.00% | −299−1.5% | Reduced |
| Cetera Advisor Networks LLC | 20,028 | $977.4K | 0.01% | +879+4.6% | Added |
| United Services Automobile Association | 20,977 | $1.02M | 0.03% | +6,388+43.8% | Added |
| Barclays PLC | 21,497 | $1.05M | 0.00% | +8,902+70.7% | Added |
| Pathway Financial Advisers, LLC | 21,768 | $1.06M | 0.44% | +21,768 | New |
| Signaturefd, LLC | 21,951 | $1.07M | 0.03% | −82−0.4% | Reduced |
| Mason & Associates Inc | 22,000 | $1.07M | 0.34% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 22,482 | $1.08M | 0.39% | −1,634−6.8% | Reduced |
| JCIC Asset Management Inc. | 22,711 | $1.11M | 0.56% | −135−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,800 | $1.11M | 0.00% | −1,413−5.8% | Reduced |
| APG Asset Management N.V. | 17,778 | $1.18M | 0.00% | −2,600−12.8% | Reduced |
| State Street Corp | 25,365 | $1.24M | 0.00% | +306+1.2% | Added |
| Principal Financial Group Inc | 25,647 | $1.26M | 0.00% | −600−2.3% | Reduced |
| Wetherby Asset Management Inc | 26,076 | $1.27M | 0.07% | −786−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 26,072 | $1.27M | 0.02% | +26,072 | New |
| LPL Financial LLC | 27,102 | $1.32M | 0.00% | −1,182−4.2% | Reduced |
| Citadel Advisors LLC | 27,645 | $1.35M | 0.00% | +4,431+19.1% | Added |
| Private Advisor Group, LLC | 29,774 | $1.45M | 0.01% | −3,142−9.5% | Reduced |
| Cetera Investment Advisers | 29,826 | $1.46M | 0.01% | −2,139−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,914 | $1.46M | 0.00% | +8,064+36.9% | Added |
| Northwestern Mutual Wealth Management Co | 30,122 | $1.47M | 0.00% | −6,128−16.9% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.49M | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 30,500 | $1.49M | 0.01% | −70,700−69.9% | Reduced |
| Creative Planning | 30,828 | $1.50M | 0.00% | −3,224−9.5% | Reduced |
| Natixis Advisors, L.P. | 31,404 | $1.53M | 0.00% | −28−0.1% | Reduced |
| M&T Bank Corp | 31,785 | $1.55M | 0.01% | −50−0.2% | Reduced |
| Mariner, LLC | 33,349 | $1.63M | 0.00% | +3,754+12.7% | Added |
| Quantinno Capital Management LP | 33,518 | $1.64M | 0.07% | +22,142+194.6% | Added |
| Metis Global Partners, LLC | 34,003 | $1.66M | 0.08% | +741+2.2% | Added |
| Raymond James & Associates | 34,839 | $1.70M | 0.00% | +8,103+30.3% | Added |
| Jane Street Group, LLC | 35,315 | $1.72M | 0.00% | +10,731+43.7% | Added |
| Stifel Financial Corp | 35,775 | $1.75M | 0.00% | +13,219+58.6% | Added |
| Ontario Teachers Pension Plan Board | 38,079 | $1.86M | 0.02% | +10,020+35.7% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $1.96M | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 40,235 | $1.97M | 0.06% | +40,235 | New |
| Dorchester Wealth Management Co | 40,296 | $1.98M | 0.40% | −679−1.7% | Reduced |
| Alliancebernstein L.P. | 41,104 | $2.01M | 0.00% | −1,000−2.4% | Reduced |
| AE Wealth Management LLC | 42,580 | $2.08M | 0.01% | +116+0.3% | Added |
| Swiss Life Asset Management Ltd | 42,951 | $2.10M | 0.03% | −52,708−55.1% | Reduced |
| Unison Advisors LLC | 43,643 | $2.13M | 0.25% | +365+0.8% | Added |
| Ossiam | 44,092 | $2.16M | 0.04% | +10,805+32.5% | Added |
| Vontobel Holding Ltd. | 47,197 | $2.30M | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 47,022 | $2.30M | 0.21% | −4,602−8.9% | Reduced |
| Kraematon Investment Advisors, Inc | 47,666 | $2.33M | 2.87% | −1,561−3.2% | Reduced |
| Envestnet Asset Management Inc | 48,353 | $2.36M | 0.00% | +3,688+8.3% | Added |
| PCJ Investment Counsel Ltd. | 49,620 | $2.42M | 1.12% | −13,350−21.2% | Reduced |
| Harvest Portfolios Group Inc. | 53,421 | $2.61M | 0.12% | +108+0.2% | Added |
| Assenagon Asset Management S.A. | 60,961 | $2.99M | 0.01% | +3,156+5.5% | Added |
| Commonwealth Equity Services, LLC | 62,541 | $3.05M | 0.01% | +4,963+8.6% | Added |
| Van Eck Associates Corp | 64,056 | $3.13M | 0.01% | +6,461+11.2% | Added |
| Prudential Financial Inc | 64,500 | $3.16M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 66,472 | $3.24M | 0.00% | +66,472 | New |
| Utah Retirement Systems | 68,983 | $3.38M | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,353 | $3.38M | 0.01% | −46,547−40.2% | Reduced |
| Shell Asset Management Co | 70,485 | $3.46M | 0.14% | −1,092−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 73,205 | $3.50M | 0.86% | +1,743+2.4% | Added |
| Wellington Management Group LLP | 73,643 | $3.61M | 0.00% | +73,643 | New |
| Balyasny Asset Management LLC | 78,741 | $3.84M | 0.01% | +78,741 | New |
| Janus Henderson Group PLC | 80,698 | $3.96M | 0.00% | +15,319+23.4% | Added |
| Burney Co | 89,498 | $4.37M | 0.20% | −3,304−3.6% | Reduced |
| Maryland State Retirement & Pension System | 90,746 | $4.43M | 0.10% | +2,877+3.3% | Added |
| Price T Rowe Associates Inc | 94,160 | $4.60M | 0.00% | −12,986−12.1% | Reduced |
| American Century Companies Inc | 96,033 | $4.69M | 0.00% | +7,745+8.8% | Added |
| La Banque Postale Asset Management SA | 96,039 | $4.71M | 0.10% | −17,443−15.4% | Reduced |
| Credential Qtrade Securities Inc. | 99,635 | $4.86M | 0.32% | +1,491+1.5% | Added |
| Wells Fargo & Company | 100,611 | $4.92M | 0.00% | −2,146−2.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 104,121 | $5.10M | 1.96% | +4,201+4.2% | Added |
| Two Sigma Advisers, LP | 107,832 | $5.26M | 0.01% | −39,100−26.6% | Reduced |
| Power Corp of Canada | 113,725 | $5.59M | 0.35% | +1,223+1.1% | Added |
| Motco | 116,331 | $5.68M | 0.39% | −1,727−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 126,807 | $6.19M | 0.09% | −11,470−8.3% | Reduced |
| Achmea Investment Management B.V. | 137,170 | $6.72M | 0.15% | +13,776+11.2% | Added |
| Point72 Asset Management, L.P. | 150,000 | $7.33M | 0.02% | +150,000 | New |
| SIG North Trading, ULC | 155,310 | $7.58M | 3.42% | +57,245+58.4% | Added |
| Public Sector Pension Investment Board | 154,765 | $7.59M | 0.06% | −4,292−2.7% | Reduced |
| AXA S.A. | 158,235 | $7.72M | 0.03% | +13,635+9.4% | Added |
| Addenda Capital Inc. | 122,793 | $8.14M | 0.35% | −863−0.7% | Reduced |
| USS Investment Management Ltd | 170,143 | $8.31M | 0.09% | +493+0.3% | Added |
| Qube Research & Technologies Ltd | 174,561 | $8.52M | 0.03% | +94,254+117.4% | Added |
| D. E. Shaw & Co., Inc. | 179,071 | $8.74M | 0.01% | +179,071 | New |
| Guardian Capital Advisors LP | 181,357 | $9.07M | 1.01% | −171−0.1% | Reduced |
| Millennium Management LLC | 204,387 | $9.99M | 0.01% | +63,105+44.7% | Added |
| Barometer Capital Management Inc. | 151,850 | $10.1M | 3.17% | +10,200+7.2% | Added |
| Citigroup Inc | 211,778 | $10.4M | 0.01% | +36,110+20.6% | Added |
| Forsta Ap-Fonden | 216,100 | $10.6M | 0.12% | −21,100−8.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,660 | $10.9M | 0.11% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 224,674 | $11.0M | 0.07% | −24,440−9.8% | Reduced |
| Waratah Capital Advisors Ltd. | 233,295 | $11.4M | 0.52% | −42,735−15.5% | Reduced |
| Jarislowsky, Fraser Ltd | 235,058 | $11.5M | 0.07% | −2,344−1.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 238,936 | $11.7M | 0.89% | −93,158−28.1% | Reduced |
| Ameriprise Financial Inc | 185,957 | $12.1M | 0.00% | +86,893+87.7% | Added |
| Bank of Nova Scotia Trust Co | 249,486 | $12.2M | 1.45% | +24,084+10.7% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $12.2M | 0.61% | 00.0% | Unchanged |