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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1,527 | $74.5K | 0.00% | +14+0.9% | Added |
| Johnson Midwest Financial, LLC | 1,518 | $74.1K | 0.17% | +6+0.4% | Added |
| Atlas Capital Advisors LLC | 1,358 | $66.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $61.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $61.6K | 0.01% | +1,263 | New |
| Central Trust Co | 1,200 | $58.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,112 | $55.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,062 | $51.8K | 0.02% | −100−8.6% | Reduced |
| Zions Bancorporation, N.A. | 1,012 | $49.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,008 | $49.2K | 0.01% | +1,008 | New |
| Centennial Bank | 994 | $48.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $43.4K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 878 | $42.8K | 0.02% | +878 | New |
| Whittier Trust Co | 862 | $42.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 855 | $41.7K | 0.01% | −153−15.2% | Reduced |
| Legacy Financial Group LLC | 812 | $39.6K | 0.01% | +812 | New |
| ING Groep NV | 809 | $39.5K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 812 | $38.8K | 0.01% | +812 | New |
| Glassman Wealth Services | 770 | $37.6K | 0.01% | +123+19.0% | Added |
| Oakworth Capital, Inc. | 748 | $36.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $36.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 727 | $35.5K | 0.01% | −171−19.0% | Reduced |
| Pacifica Partners Inc. | 702 | $33.4K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $31.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $27.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 552 | $26.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $25.9K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $24.4K | 0.00% | −251−33.4% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $24.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 480 | $23.4K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 476 | $23.2K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $21.4K | 0.00% | +438 | New |
| Duncker Streett & Co Inc | 414 | $20.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $19.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 387 | $18.3K | 0.00% | +1+0.3% | Added |
| Geneos Wealth Management Inc. | 369 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 358 | $17.5K | 0.00% | −1,731−82.9% | Reduced |
| Westside Investment Management, Inc. | 355 | $17.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $14.6K | 0.00% | −378−55.8% | Reduced |
| Stonebridge Capital Advisors LLC | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $13.4K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 244 | $12.0K | 0.00% | +244 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $9.13K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 185 | $9.05K | 0.00% | +185 | New |
| Private Trust Co NA | 179 | $8.74K | 0.00% | +1+0.6% | Added |
| Laurel Wealth Advisors LLC | 170 | $8.30K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $8.29K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 167 | $8.15K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $8.05K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 150 | $7.32K | 0.01% | −154−50.7% | Reduced |
| Ancora Advisors, LLC | 148 | $7.22K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 140 | $6.83K | 0.00% | +140 | New |
| JFS Wealth Advisors, LLC | 139 | $6.78K | 0.00% | −9−6.1% | Reduced |
| Bell Investment Advisors, Inc | 138 | $6.74K | 0.00% | +6+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $6.01K | 0.00% | +2+1.7% | Added |
| PFG Private Wealth Management, LLC | 122 | $5.95K | 0.00% | −270−68.9% | Reduced |
| Sunbelt Securities, Inc. | 122 | $5.95K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $5.81K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 119 | $5.81K | 0.00% | +119 | New |
| Key Financial Inc | 99 | $4.83K | 0.00% | −219−68.9% | Reduced |
| Earnest Partners LLC | 70 | $4.64K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $4.10K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 84 | $4.10K | 0.00% | +17+25.4% | Added |
| First Personal Financial Services | 50 | $2.44K | 0.00% | +50 | New |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | +16+50.0% | Added |
| VitalStone Financial, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Tower Research Capital LLC (TRC) | 28 | $1.36K | 0.00% | −35−55.6% | Reduced |
| Gradient Investments LLC | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $975 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $293 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| 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 |