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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
Cigna Investments Inc10,816$530.0K0.12%00.0%Unchanged
CI Private Wealth, LLC10,843$529.1K0.00%+2,991+38.1%Added
Engrave Wealth Partners LLC10,519$513.3K0.16%00.0%Unchanged
Sequoia Financial Advisors, LLC10,263$500.8K0.01%−582−5.4%Reduced
Balentine LLC10,156$495.6K0.02%+1,579+18.4%Added
Prime Capital Investment Advisors, LLC9,850$480.7K0.01%−194−1.9%Reduced
Cresset Asset Management, LLC9,813$478.9K0.00%−300−3.0%Reduced
Woodstock Corp9,647$470.8K0.06%00.0%Unchanged
Glenmede Trust Co NA9,592$468.1K0.00%+1,012+11.8%Added
Yousif Capital Management, LLC9,532$465.2K0.01%−320−3.2%Reduced
Advisors Asset Management, Inc.9,383$457.9K0.01%−1,645−14.9%Reduced
Banque Cantonale Vaudoise9,200$451.0K0.02%+8,600+1,433.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,053$442.4K0.00%00.0%Unchanged
MQS Management LLC8,797$429.3K0.26%+8,797New
Tyler-Stone Wealth Management8,727$426.0K0.24%00.0%Unchanged
First Republic Investment Management, Inc.8,719$425.5K0.00%+889+11.4%Added
Claret Asset Management Corp8,256$403.0K0.08%−450−5.2%Reduced
Am Investment Strategies LLC7,982$390.0K0.13%+18+0.2%Added
Advisor Partners II, LLC7,799$380.6K0.02%+528+7.3%Added
Royal London Asset Management Ltd7,775$379.4K0.00%00.0%Unchanged
Boston Financial Mangement LLC7,491$365.6K0.01%00.0%Unchanged
Cerity Partners LLC7,326$357.5K0.00%−1,114−13.2%Reduced
Brown Advisory Inc7,305$356.5K0.00%00.0%Unchanged
Keybank National Association7,202$351.5K0.00%−116−1.6%Reduced
Veriti Management LLC7,036$343.4K0.04%+1,632+30.2%Added
Wealth Enhancement Advisory Services, LLC7,033$343.2K0.00%+7,033New
Sound View Wealth Advisors Group, LLC6,982$340.7K0.04%+6,982New
MONECO Advisors, LLC6,862$334.9K0.09%+26+0.4%Added
Beacon Pointe Advisors, LLC6,768$330.3K0.00%+1,204+21.6%Added
Davidson Trust Co6,693$326.6K0.24%00.0%Unchanged
Parsons Capital Management Inc6,667$325.4K0.03%00.0%Unchanged
Savant Capital, LLC6,238$304.4K0.00%−14−0.2%Reduced
Pinnacle Associates Ltd6,153$300.3K0.01%00.0%Unchanged
West Family Investments, Inc.6,140$299.6K0.10%00.0%Unchanged
Truist Financial Corp6,121$298.7K0.00%+269+4.6%Added
Engineers Gate Manager LP6,060$295.7K0.01%+6,060New
Stonebridge Capital Management Inc6,040$295.0K0.16%00.0%Unchanged
Cozad Asset Management Inc5,919$288.8K0.04%+22+0.4%Added
CWM, LLC5,884$287.0K0.00%+643+12.3%Added
Mercer Global Advisors Inc5,821$284.0K0.00%+287+5.2%Added
CenterBook Partners LP5,768$281.5K0.04%+5,768New
UniSuper Management Pty Ltd4,200$278.3K0.00%00.0%Unchanged
Baird Financial Group, Inc.5,662$276.3K0.00%+529+10.3%Added
Pacer Advisors, Inc.5,468$266.8K0.00%+312+6.1%Added
Wealthspire Advisors, LLC5,461$266.5K0.00%−243−4.3%Reduced
Running Point Capital Advisors, LLC5,438$265.4K0.15%00.0%Unchanged
Smithfield Trust Co5,394$263.0K0.02%00.0%Unchanged
Lee Financial Co5,241$255.8K0.05%−500−8.7%Reduced
Financial Counselors Inc5,225$255.0K0.01%−37−0.7%Reduced
DFPG Investments, LLC5,332$252.8K0.02%00.0%Unchanged
Regions Financial Corp5,141$250.9K0.00%+7+0.1%Added
Pinnacle Wealth Planning Services, Inc.5,097$248.7K0.04%00.0%Unchanged
Ritholtz Wealth Management5,066$247.2K0.01%−62−1.2%Reduced
CVA Family Office, LLC5,040$246.0K0.06%+40+0.8%Added
Confluence Wealth Services, Inc.4,985$243.3K0.05%00.0%Unchanged
Mirova4,953$242.8K0.05%−1,199−19.5%Reduced
First Affirmative Financial Network4,952$241.7K0.24%+4,952New
Syon Capital LLC4,865$237.4K0.03%+4,865New
PDS Planning, Inc4,829$235.7K0.03%+170+3.6%Added
Northwest Bancshares, Inc.4,717$230.2K0.04%−233−4.7%Reduced
NewEdge Wealth, LLC4,618$225.4K0.01%00.0%Unchanged
Capital City Trust Co4,596$224.3K0.07%00.0%Unchanged
Ieq Capital, LLC4,581$223.5K0.00%+40+0.9%Added
State of Wyoming4,500$220.6K0.05%+4,500New
Clarius Group, LLC4,480$218.6K0.02%−484−9.8%Reduced
Lester Murray Antman dba SimplyRich4,481$218.0K0.11%00.0%Unchanged
Flaharty Asset Management, LLC4,411$215.3K0.04%00.0%Unchanged
Grayhawk Investment Strategies Inc.3,221$213.5K0.14%00.0%Unchanged
Pathway Financial Advisors LLC4,339$211.7K0.07%00.0%Unchanged
Evergreen Capital Management LLC4,299$209.8K0.01%−5,946−58.0%Reduced
Intrust Bank NA4,224$206.1K0.03%−22−0.5%Reduced
Schechter Investment Advisors, LLC4,197$204.8K0.02%−501−10.7%Reduced
Summit Trail Advisors, LLC4,180$204.0K0.01%−189−4.3%Reduced
Argent Trust Co4,177$203.8K0.01%00.0%Unchanged
Villere St Denis J & Co LLC4,177$203.8K0.02%00.0%Unchanged
Huntington National Bank4,081$199.2K0.00%+17+0.4%Added
Gulf International Bank (UK) Ltd4,059$198.0K0.01%−1,700−29.5%Reduced
EverSource Wealth Advisors, LLC3,860$188.4K0.02%−3,142−44.9%Reduced
Lindbrook Capital, LLC3,737$182.4K0.02%+111+3.1%Added
City Holding Co3,700$180.5K0.03%00.0%Unchanged
Parallel Advisors, LLC3,658$178.5K0.01%+46+1.3%Added
Creative Financial Designs Inc3,601$175.7K0.02%−1,102−23.4%Reduced
Mitsubishi UFJ Trust & Banking Corp3,583$174.7K0.00%−8,707−70.8%Reduced
Rhumbline Advisers3,021$147.4K0.00%+265+9.6%Added
Quadrant Capital Group LLC2,990$145.9K0.01%+6+0.2%Added
Steward Partners Investment Advisory, LLC2,883$140.7K0.00%+491+20.5%Added
Independence Bank of Kentucky2,844$138.8K0.06%00.0%Unchanged
First Horizon Advisors, Inc.2,771$135.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,518$131.0K0.00%+521+26.1%Added
Bessemer Group Inc2,657$130.0K0.00%−78−2.9%Reduced
Macquarie Group Ltd2,396$117.2K0.00%+2,396New
Credit Agricole S A2,231$108.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB2,226$108.6K0.00%+15+0.7%Added
Tobam2,011$98.0K0.01%+664+49.3%Added
Concord Wealth Partners2,000$97.6K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC1,903$93.0K0.01%00.0%Unchanged
Perkins Coie Trust Co1,871$91.3K0.03%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,810$88.0K0.00%+160+9.7%Added
Harbour Investments, Inc.1,721$84.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC1,529$74.6K0.04%+2+0.1%Added