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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |