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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 263,835 | $12.9M | 0.29% | +1,401+0.5% | Added |
| Northern Trust Corp | 288,358 | $14.1M | 0.00% | +692+0.2% | Added |
| Mn Services Vermogensbeheer B.V. | 287,645 | $14.1M | 0.14% | +8,100+2.9% | Added |
| Cidel Asset Management Inc | 288,881 | $14.2M | 0.71% | +454+0.2% | Added |
| Prudential PLC | 301,272 | $14.7M | 0.17% | −32,793−9.8% | Reduced |
| Pictet Asset Management Holding SA | 302,322 | $14.8M | 0.02% | +302,322 | New |
| Neuberger Berman Group LLC | 325,330 | $15.9M | 0.01% | +48,499+17.5% | Added |
| State of Tennessee, Treasury Department | 334,257 | $16.4M | 0.07% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 342,175 | $16.7M | 1.53% | −29,520−7.9% | Reduced |
| LGT Group Foundation | 355,300 | $17.1M | 0.42% | −526−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 393,900 | $19.3M | 0.09% | −61,922−13.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 402,364 | $19.6M | 0.09% | +202,364+101.2% | Added |
| Guardian Capital LP | 404,037 | $19.8M | 0.74% | −8,886−2.2% | Reduced |
| Allianz Asset Management GmbH | 432,011 | $21.2M | 0.04% | +275,876+176.7% | Added |
| Todd Asset Management LLC | 449,146 | $21.9M | 0.52% | −4,385−1.0% | Reduced |
| Great West Life Assurance Co | 480,102 | $23.5M | 0.06% | +10,731+2.3% | Added |
| UBS Group AG | 508,983 | $24.8M | 0.01% | +2,269+0.4% | Added |
| State of Wisconsin Investment Board | 508,619 | $24.9M | 0.08% | +96,883+23.5% | Added |
| Aviva PLC | 542,846 | $26.6M | 0.11% | −64,688−10.6% | Reduced |
| Canoe Financial LP | 566,378 | $27.6M | 0.77% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 622,278 | $30.4M | 0.14% | +276,432+79.9% | Added |
| Northwest & Ethical Investments L.P. | 634,233 | $30.9M | 1.04% | −16,639−2.6% | Reduced |
| Montrusco Bolton Investments Inc. | 642,559 | $31.5M | 0.46% | −58,224−8.3% | Reduced |
| Russell Investments Group, Ltd. | 653,770 | $32.0M | 0.06% | −115,891−15.1% | Reduced |
| Triasima Portfolio Management inc. | 676,600 | $33.2M | 3.04% | +408,765+152.6% | Added |
| Fiera Capital Corp | 678,865 | $33.2M | 0.11% | +11,271+1.7% | Added |
| Korea Investment CORP | 703,435 | $34.5M | 0.10% | +308,479+78.1% | Added |
| Deutsche Bank AG | 718,888 | $35.1M | 0.02% | −141,600−16.5% | Reduced |
| Bank of New York Mellon Corp | 790,523 | $38.6M | 0.01% | +35,865+4.8% | Added |
| Cardinal Capital Management, Inc. | 789,043 | $38.6M | 2.01% | +1,615+0.2% | Added |
| Agf Management Ltd | 800,739 | $39.1M | 0.28% | −16,341−2.0% | Reduced |
| Franklin Resources Inc | 836,514 | $40.8M | 0.02% | −7,754−0.9% | Reduced |
| BlackRock Inc. | 888,521 | $43.4M | 0.00% | +42,733+5.1% | Added |
| Dimensional Fund Advisors LP | 960,123 | $46.9M | 0.02% | −281,937−22.7% | Reduced |
| Man Group plc | – | $48.4M | 0.15% | – | – |
| Intact Investment Management Inc. | 1,072,310 | $52.3M | 2.26% | −121,850−10.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,086,860 | $53.2M | 0.12% | +66,800+6.5% | Added |
| QV Investors Inc. | 1,120,851 | $54.9M | 5.70% | −11,100−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $59.7M | 0.17% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,345,467 | $65.7M | 0.02% | −355,965−20.9% | Reduced |
| HSBC Holdings PLC | 1,378,803 | $67.3M | 0.07% | +131,725+10.6% | Added |
| First Trust Advisors LP | 1,380,604 | $67.4M | 0.08% | −15,559−1.1% | Reduced |
| Value Partners Investments Inc. | 1,407,177 | $69.0M | 5.71% | −16,715−1.2% | Reduced |
| Canada Pension Plan Investment Board | 1,426,945 | $69.9M | 0.10% | −322,900−18.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,519,469 | $74.3M | 0.06% | +158,621+11.7% | Added |
| Invesco Ltd. | 1,659,078 | $81.0M | 0.02% | +152,568+10.1% | Added |
| British Columbia Investment Management Corp | 1,823,282 | $89.0M | 0.85% | +1,010,392+124.3% | Added |
| Credit Suisse AG | 1,383,337 | $91.7M | 0.10% | +28,025+2.1% | Added |
| Morgan Stanley | 1,930,197 | $94.2M | 0.01% | −436,455−18.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,465,036 | $95.5M | 0.99% | +2,694+0.2% | Added |
| Swiss National Bank | 1,965,500 | $96.7M | 0.08% | −242,500−11.0% | Reduced |
| Bank of America Corp | 2,011,913 | $98.2M | 0.01% | −1,176,461−36.9% | Reduced |
| Geode Capital Management, LLC | 2,140,815 | $105.3M | 0.01% | +58,647+2.8% | Added |
| Alberta Investment Management Corp | 2,316,743 | $113.6M | 1.22% | +258,800+12.6% | Added |
| Amundi | 2,567,455 | $125.4M | 0.06% | +368,096+16.7% | Added |
| JPMorgan Chase & Co | 2,897,151 | $141.4M | 0.02% | +41,147+1.4% | Added |
| Letko, Brosseau & Associates Inc | 2,889,132 | $141.6M | 2.77% | −25,555−0.9% | Reduced |
| Scotia Capital Inc. | 2,965,537 | $144.5M | 1.05% | −61,675−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,154,243 | $158.1M | 1.63% | −24,471−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,428,258 | $167.3M | 0.87% | −323,133−8.6% | Reduced |
| Legal & General Group Plc | 3,796,012 | $186.1M | 0.06% | +176,215+4.9% | Added |
| Toronto Dominion Bank | 4,436,203 | $216.5M | 0.36% | +371,693+9.1% | Added |
| FMR LLC | 4,574,862 | $223.2M | 0.02% | −373,733−7.6% | Reduced |
| National Bank of Canada | 5,867,000 | $280.4M | 0.51% | −621,939−9.6% | Reduced |
| Norges Bank | 6,367,438 | $310.7M | 0.06% | +20,686+0.3% | Added |
| CIBC Asset Management Inc | 6,378,127 | $312.2M | 1.30% | −340,431−5.1% | Reduced |
| Manufacturers Life Insurance Company, The | 6,706,154 | $329.5M | 0.19% | −574,276−7.9% | Reduced |
| CIBC World Markets Inc. | 6,973,977 | $340.4M | 1.22% | −521,673−7.0% | Reduced |
| 1832 Asset Management L.P. | 9,051,660 | $441.7M | 0.92% | +1,713,188+23.3% | Added |
| Bank of Nova Scotia | 9,925,908 | $484.4M | 1.28% | +27,027+0.3% | Added |
| Beutel, Goodman & Co Ltd. | 9,900,971 | $485.3M | 2.87% | −522,214−5.0% | Reduced |
| TD Asset Management Inc | 11,630,157 | $570.1M | 0.69% | −4,4670.0% | Reduced |
| Mackenzie Financial Corp | 14,443,844 | $678.3M | 1.14% | −584,428−3.9% | Reduced |
| FIL Ltd | 14,099,575 | $687.9M | 0.81% | −272,338−1.9% | Reduced |
| Bank of Montreal | 13,724,862 | $693.0M | 0.41% | +537,232+4.1% | Added |
| Vanguard Group Inc | 22,472,123 | $1.10B | 0.03% | +361,798+1.6% | Added |
| Royal Bank of Canada | 43,693,333 | $2.13B | 0.62% | +11,3700.0% | Added |
| Sofos Investments, Inc. | 6,023 | – | – | +5,358+805.7% | Added |
| Quilter Plc | 12,641 | – | – | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −5,352,500−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −249,201−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −192,100−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −145,376−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −124,581−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −64,549−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −47,137−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −38,261−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −19,593−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −14,965−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,897−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Ballast, Inc. | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,848−100.0% | Sold out |