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 |
|---|---|---|---|---|---|
| Motco | 116,331 | $5.68M | 0.39% | −1,727−1.5% | Reduced |
| Power Corp of Canada | 113,725 | $5.59M | 0.35% | +1,223+1.1% | Added |
| Two Sigma Advisers, LP | 107,832 | $5.26M | 0.01% | −39,100−26.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 104,121 | $5.10M | 1.96% | +4,201+4.2% | Added |
| Wells Fargo & Company | 100,611 | $4.92M | 0.00% | −2,146−2.1% | Reduced |
| Credential Qtrade Securities Inc. | 99,635 | $4.86M | 0.32% | +1,491+1.5% | Added |
| La Banque Postale Asset Management SA | 96,039 | $4.71M | 0.10% | −17,443−15.4% | Reduced |
| American Century Companies Inc | 96,033 | $4.69M | 0.00% | +7,745+8.8% | Added |
| Price T Rowe Associates Inc | 94,160 | $4.60M | 0.00% | −12,986−12.1% | Reduced |
| Maryland State Retirement & Pension System | 90,746 | $4.43M | 0.10% | +2,877+3.3% | Added |
| Burney Co | 89,498 | $4.37M | 0.20% | −3,304−3.6% | Reduced |
| Janus Henderson Group PLC | 80,698 | $3.96M | 0.00% | +15,319+23.4% | Added |
| Balyasny Asset Management LLC | 78,741 | $3.84M | 0.01% | +78,741 | New |
| Wellington Management Group LLP | 73,643 | $3.61M | 0.00% | +73,643 | New |
| Symphony Financial, Ltd. Co. | 73,205 | $3.50M | 0.86% | +1,743+2.4% | Added |
| Shell Asset Management Co | 70,485 | $3.46M | 0.14% | −1,092−1.5% | Reduced |
| Susquehanna International Group, LLP | 69,353 | $3.38M | 0.01% | −46,547−40.2% | Reduced |
| Utah Retirement Systems | 68,983 | $3.38M | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 66,472 | $3.24M | 0.00% | +66,472 | New |
| Prudential Financial Inc | 64,500 | $3.16M | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 64,056 | $3.13M | 0.01% | +6,461+11.2% | Added |
| Commonwealth Equity Services, LLC | 62,541 | $3.05M | 0.01% | +4,963+8.6% | Added |
| Assenagon Asset Management S.A. | 60,961 | $2.99M | 0.01% | +3,156+5.5% | Added |
| Harvest Portfolios Group Inc. | 53,421 | $2.61M | 0.12% | +108+0.2% | Added |
| PCJ Investment Counsel Ltd. | 49,620 | $2.42M | 1.12% | −13,350−21.2% | Reduced |
| Envestnet Asset Management Inc | 48,353 | $2.36M | 0.00% | +3,688+8.3% | Added |
| Kraematon Investment Advisors, Inc | 47,666 | $2.33M | 2.87% | −1,561−3.2% | Reduced |
| Ostrum Asset Management | 47,022 | $2.30M | 0.21% | −4,602−8.9% | Reduced |
| Vontobel Holding Ltd. | 47,197 | $2.30M | 0.02% | 00.0% | Unchanged |
| Ossiam | 44,092 | $2.16M | 0.04% | +10,805+32.5% | Added |
| Unison Advisors LLC | 43,643 | $2.13M | 0.25% | +365+0.8% | Added |
| Swiss Life Asset Management Ltd | 42,951 | $2.10M | 0.03% | −52,708−55.1% | Reduced |
| AE Wealth Management LLC | 42,580 | $2.08M | 0.01% | +116+0.3% | Added |
| Alliancebernstein L.P. | 41,104 | $2.01M | 0.00% | −1,000−2.4% | Reduced |
| Dorchester Wealth Management Co | 40,296 | $1.98M | 0.40% | −679−1.7% | Reduced |
| Vident Advisory, LLC | 40,235 | $1.97M | 0.06% | +40,235 | New |
| Ensign Peak Advisors, Inc | 40,100 | $1.96M | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 38,079 | $1.86M | 0.02% | +10,020+35.7% | Added |
| Stifel Financial Corp | 35,775 | $1.75M | 0.00% | +13,219+58.6% | Added |
| Jane Street Group, LLC | 35,315 | $1.72M | 0.00% | +10,731+43.7% | Added |
| Raymond James & Associates | 34,839 | $1.70M | 0.00% | +8,103+30.3% | Added |
| Metis Global Partners, LLC | 34,003 | $1.66M | 0.08% | +741+2.2% | Added |
| Quantinno Capital Management LP | 33,518 | $1.64M | 0.07% | +22,142+194.6% | Added |
| Mariner, LLC | 33,349 | $1.63M | 0.00% | +3,754+12.7% | Added |
| M&T Bank Corp | 31,785 | $1.55M | 0.01% | −50−0.2% | Reduced |
| Natixis Advisors, L.P. | 31,404 | $1.53M | 0.00% | −28−0.1% | Reduced |
| Creative Planning | 30,828 | $1.50M | 0.00% | −3,224−9.5% | Reduced |
| Acadian Asset Management LLC | 30,500 | $1.49M | 0.01% | −70,700−69.9% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.49M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30,122 | $1.47M | 0.00% | −6,128−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 29,914 | $1.46M | 0.00% | +8,064+36.9% | Added |
| Cetera Investment Advisers | 29,826 | $1.46M | 0.01% | −2,139−6.7% | Reduced |
| Private Advisor Group, LLC | 29,774 | $1.45M | 0.01% | −3,142−9.5% | Reduced |
| Citadel Advisors LLC | 27,645 | $1.35M | 0.00% | +4,431+19.1% | Added |
| LPL Financial LLC | 27,102 | $1.32M | 0.00% | −1,182−4.2% | Reduced |
| Cubist Systematic Strategies, LLC | 26,072 | $1.27M | 0.02% | +26,072 | New |
| Wetherby Asset Management Inc | 26,076 | $1.27M | 0.07% | −786−2.9% | Reduced |
| Principal Financial Group Inc | 25,647 | $1.26M | 0.00% | −600−2.3% | Reduced |
| State Street Corp | 25,365 | $1.24M | 0.00% | +306+1.2% | Added |
| APG Asset Management N.V. | 17,778 | $1.18M | 0.00% | −2,600−12.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,800 | $1.11M | 0.00% | −1,413−5.8% | Reduced |
| JCIC Asset Management Inc. | 22,711 | $1.11M | 0.56% | −135−0.6% | Reduced |
| Wambolt & Associates, LLC | 22,482 | $1.08M | 0.39% | −1,634−6.8% | Reduced |
| Mason & Associates Inc | 22,000 | $1.07M | 0.34% | 00.0% | Unchanged |
| Signaturefd, LLC | 21,951 | $1.07M | 0.03% | −82−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 21,768 | $1.06M | 0.44% | +21,768 | New |
| Barclays PLC | 21,497 | $1.05M | 0.00% | +8,902+70.7% | Added |
| United Services Automobile Association | 20,977 | $1.02M | 0.03% | +6,388+43.8% | Added |
| Cetera Advisor Networks LLC | 20,028 | $977.4K | 0.01% | +879+4.6% | Added |
| HighTower Advisors, LLC | 19,621 | $955.0K | 0.00% | −299−1.5% | Reduced |
| HBK Sorce Advisory LLC | 18,200 | $888.2K | 0.04% | −84−0.5% | Reduced |
| Marshall Wace, LLP | 17,500 | $854.0K | 0.00% | +8,900+103.5% | Added |
| Candriam Luxembourg S.C.A. | 12,886 | $854.0K | 0.01% | −6,904−34.9% | Reduced |
| JustInvest LLC | 17,420 | $850.1K | 0.03% | +3,234+22.8% | Added |
| Voloridge Investment Management, LLC | 17,031 | $831.1K | 0.00% | −104,561−86.0% | Reduced |
| Capital World Investors | 16,974 | $828.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,735 | $816.7K | 0.00% | +735+4.6% | Added |
| US Bancorp | 16,597 | $809.9K | 0.00% | −3,057−15.6% | Reduced |
| SEI Investments Co | 15,861 | $774.0K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 15,731 | $771.1K | 0.01% | +10,900+225.6% | Added |
| Banque Pictet & Cie SA | 15,584 | $763.9K | 0.01% | −1,526−8.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,161 | $750.1K | 0.01% | −3,805−20.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $724.6K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,436 | $704.0K | 0.00% | +1,531+11.9% | Added |
| Cumberland Partners Ltd | 14,353 | $703.1K | 0.07% | −4,294−23.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,368 | $701.0K | 0.00% | +1,713+13.5% | Added |
| Avantax Advisory Services, Inc. | 13,767 | $671.8K | 0.01% | +424+3.2% | Added |
| Advisory Resource Group | 13,463 | $657.0K | 0.18% | +352+2.7% | Added |
| Kestra Advisory Services, LLC | 13,119 | $640.2K | 0.01% | +1,346+11.4% | Added |
| Fifth Third Bancorp | 12,697 | $619.6K | 0.00% | −249−1.9% | Reduced |
| Independent Advisor Alliance | 12,456 | $607.9K | 0.03% | +12,456 | New |
| Brinker Capital Investments, LLC | 12,427 | $606.4K | 0.01% | −24−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 12,427 | $606.4K | 0.01% | −24−0.2% | Reduced |
| Washington Trust Co | 12,173 | $594.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,121 | $591.5K | 0.00% | +1,054+9.5% | Added |
| Blair William & Co | 12,105 | $590.7K | 0.00% | −171−1.4% | Reduced |
| Rempart Asset Management Inc. | 12,056 | $590.0K | 0.13% | −3,450−22.2% | Reduced |
| King Luther Capital Management Corp | 12,012 | $586.2K | 0.00% | −877−6.8% | Reduced |
| Verdence Capital Advisors LLC | 11,969 | $584.1K | 0.06% | +2,140+21.8% | Added |
| NorthCrest Asset Manangement, LLC | 11,802 | $575.9K | 0.02% | 00.0% | Unchanged |