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, Q4 2023
Institutional positions in Sun Life Financial Inc as of Dec 31, 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
- 398
- +25 vs. Q3 2023
- Shares held
- 273.9M
- +5.43M (+2.0%) vs. Q3 2023
- Total value
- $14.3B
- +$1.06B (+8.0%) vs. Q3 2023
- New holders
- 51
- 130 more added
- Sold out
- 26
- 122 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 41,357,855 | $2.14B | 0.53% | −2,335,478−5.3% | Reduced |
| Vanguard Group Inc | 22,882,882 | $1.19B | 0.03% | +410,759+1.8% | Added |
| TD Asset Management Inc | 15,665,551 | $816.4M | 0.80% | +4,035,394+34.7% | Added |
| Mackenzie Financial Corp | 14,086,704 | $730.9M | 1.10% | −357,140−2.5% | Reduced |
| FIL Ltd | 12,266,388 | $636.2M | 0.67% | −1,833,187−13.0% | Reduced |
| Bank of Montreal | 11,659,470 | $604.8M | 0.20% | −2,065,392−15.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 9,901,262 | $516.0M | 2.74% | +2910.0% | Added |
| 1832 Asset Management L.P. | 9,725,626 | $504.4M | 0.95% | +673,966+7.4% | Added |
| CIBC World Markets Inc. | 9,544,014 | $495.0M | 1.40% | +2,570,037+36.9% | Added |
| Bank of Nova Scotia | 8,041,990 | $417.1M | 0.78% | −1,883,918−19.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,170,280 | $372.5M | 0.22% | +464,126+6.9% | Added |
| Norges Bank | 6,473,723 | $335.8M | 0.06% | +106,285+1.7% | Added |
| CIBC Asset Management Inc | 6,080,164 | $316.3M | 1.18% | −297,963−4.7% | Reduced |
| National Bank of Canada | 6,067,865 | $311.1M | 0.56% | +200,865+3.4% | Added |
| Toronto Dominion Bank | 4,651,204 | $241.2M | 0.35% | +215,001+4.8% | Added |
| FMR LLC | 4,644,980 | $240.9M | 0.02% | +70,118+1.5% | Added |
| Legal & General Group Plc | 4,067,452 | $212.0M | 0.07% | +271,440+7.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,670,046 | $190.3M | 0.89% | +241,788+7.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,077,154 | $163.6M | 1.53% | −77,089−2.4% | Reduced |
| Scotia Capital Inc. | 2,950,788 | $152.7M | 0.98% | −14,749−0.5% | Reduced |
| Morgan Stanley | 2,897,362 | $150.3M | 0.01% | +967,165+50.1% | Added |
| Letko, Brosseau & Associates Inc | 2,804,207 | $146.1M | 2.66% | −84,925−2.9% | Reduced |
| JPMorgan Chase & Co | 2,787,862 | $144.6M | 0.01% | −109,289−3.8% | Reduced |
| Amundi | 2,577,902 | $131.3M | 0.06% | +10,447+0.4% | Added |
| Alberta Investment Management Corp | 2,316,743 | $120.7M | 1.14% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,721,945 | $117.7M | 1.10% | +256,909+17.5% | Added |
| Geode Capital Management, LLC | 2,229,883 | $116.4M | 0.01% | +89,068+4.2% | Added |
| Bank of America Corp | 2,096,752 | $108.7M | 0.01% | +84,839+4.2% | Added |
| Swiss National Bank | 1,908,400 | $99.2M | 0.07% | −57,100−2.9% | Reduced |
| British Columbia Investment Management Corp | 1,909,326 | $99.0M | 0.81% | +86,044+4.7% | Added |
| Canada Pension Plan Investment Board | 1,828,452 | $95.3M | 0.12% | +401,507+28.1% | Added |
| Agf Management Ltd | 1,535,288 | $91.8M | 0.54% | +734,549+91.7% | Added |
| Goldman Sachs Group Inc | 1,620,801 | $84.1M | 0.02% | +275,334+20.5% | Added |
| Invesco Ltd. | 1,521,787 | $78.9M | 0.02% | −137,291−8.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,491,459 | $77.6M | 0.06% | −28,010−1.8% | Reduced |
| Credit Suisse AG | 1,125,485 | $77.3M | 0.07% | −257,852−18.6% | Reduced |
| Value Partners Investments Inc. | 1,410,756 | $73.3M | 5.85% | +3,579+0.3% | Added |
| HSBC Holdings PLC | 1,383,284 | $71.7M | 0.07% | +4,481+0.3% | Added |
| First Trust Advisors LP | 1,351,277 | $70.1M | 0.08% | −29,327−2.1% | Reduced |
| Intact Investment Management Inc. | 1,323,050 | $68.6M | 2.78% | +250,740+23.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $63.5M | 0.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,172,025 | $61.1M | 0.11% | +740,014+171.3% | Added |
| Dimensional Fund Advisors LP | 1,142,666 | $59.3M | 0.02% | +182,543+19.0% | Added |
| QV Investors Inc. | 1,071,864 | $55.9M | 5.03% | −48,987−4.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,046,888 | $53.7M | 0.11% | −39,972−3.7% | Reduced |
| BlackRock Inc. | 953,368 | $49.4M | 0.00% | +64,847+7.3% | Added |
| Fiera Capital Corp | 842,526 | $43.8M | 0.13% | +163,661+24.1% | Added |
| Cardinal Capital Management, Inc. | 785,553 | $40.9M | 1.94% | −3,490−0.4% | Reduced |
| Bank of New York Mellon Corp | 753,819 | $39.1M | 0.01% | −36,704−4.6% | Reduced |
| Deutsche Bank AG | 744,643 | $38.6M | 0.02% | +25,755+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 739,236 | $38.4M | 0.17% | +116,958+18.8% | Added |
| Public Sector Pension Investment Board | 731,780 | $38.1M | 0.29% | +577,015+372.8% | Added |
| UBS Group AG | 696,047 | $36.1M | 0.01% | +187,064+36.8% | Added |
| Triasima Portfolio Management inc. | 677,560 | $35.2M | 2.91% | +960+0.1% | Added |
| Russell Investments Group, Ltd. | 638,236 | $33.2M | 0.06% | −15,534−2.4% | Reduced |
| Montrusco Bolton Investments Inc. | 632,602 | $33.0M | 0.41% | −9,957−1.5% | Reduced |
| Nuveen Asset Management, LLC | 632,038 | $32.9M | 0.01% | +632,038 | New |
| Man Group plc | 603,994 | $31.4M | 0.09% | – | – |
| Great West Life Assurance Co | 607,473 | $31.4M | 0.07% | +127,371+26.5% | Added |
| Northwest & Ethical Investments L.P. | 560,016 | $29.0M | 0.89% | −74,217−11.7% | Reduced |
| Canoe Financial LP | 544,790 | $28.3M | 0.55% | −21,588−3.8% | Reduced |
| Qube Research & Technologies Ltd | 531,605 | $27.6M | 0.06% | +357,044+204.5% | Added |
| Aviva PLC | 499,275 | $26.0M | 0.09% | −43,571−8.0% | Reduced |
| Korea Investment CORP | 474,483 | $24.7M | 0.06% | −228,952−32.5% | Reduced |
| Todd Asset Management LLC | 439,756 | $22.8M | 0.50% | −9,390−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 423,044 | $22.0M | 0.08% | +29,144+7.4% | Added |
| Hillsdale Investment Management Inc. | 409,450 | $21.2M | 1.73% | +67,275+19.7% | Added |
| Guardian Capital LP | 392,321 | $20.4M | 0.73% | −11,716−2.9% | Reduced |
| Neuberger Berman Group LLC | 359,165 | $18.7M | 0.02% | +33,835+10.4% | Added |
| Prudential PLC | 349,027 | $18.1M | 0.18% | +47,755+15.9% | Added |
| State of Tennessee, Treasury Department | 334,257 | $17.4M | 0.07% | 00.0% | Unchanged |
| LGT Group Foundation | 327,036 | $16.8M | 0.37% | −28,264−8.0% | Reduced |
| Franklin Resources Inc | 311,160 | $16.1M | 0.01% | −525,354−62.8% | Reduced |
| Citadel Advisors LLC | 296,163 | $15.4M | 0.02% | +268,518+971.3% | Added |
| Cidel Asset Management Inc | 294,343 | $15.3M | 0.66% | +5,462+1.9% | Added |
| Clearbridge Investments, LLC | 292,948 | $15.2M | 0.01% | +292,948 | New |
| Pictet Asset Management Holding SA | 288,688 | $15.0M | 0.02% | −13,634−4.5% | Reduced |
| Northern Trust Corp | 286,903 | $14.9M | 0.00% | −1,455−0.5% | Reduced |
| Forsta Ap-Fonden | 283,200 | $14.8M | 0.15% | +67,100+31.1% | Added |
| Mn Services Vermogensbeheer B.V. | 277,245 | $14.4M | 0.13% | −10,400−3.6% | Reduced |
| Renaissance Technologies LLC | 273,240 | $14.2M | 0.02% | +273,240 | New |
| Bank of Nova Scotia Trust Co | 262,454 | $13.6M | 1.53% | +12,968+5.2% | Added |
| Crossmark Global Holdings, Inc. | 256,061 | $13.3M | 0.28% | −7,774−2.9% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $13.0M | 0.58% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 231,027 | $12.0M | 0.07% | −4,031−1.7% | Reduced |
| Ameriprise Financial Inc | 173,161 | $11.7M | 0.00% | −12,796−6.9% | Reduced |
| Millennium Management LLC | 221,998 | $11.5M | 0.01% | +17,611+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 216,560 | $11.2M | 0.10% | −6,100−2.7% | Reduced |
| Addenda Capital Inc. | 148,679 | $10.2M | 0.40% | +25,886+21.1% | Added |
| Guardian Capital Advisors LP | 179,138 | $9.34M | 0.97% | −2,219−1.2% | Reduced |
| AXA S.A. | 153,150 | $7.94M | 0.03% | −5,085−3.2% | Reduced |
| USS Investment Management Ltd | 152,743 | $7.92M | 0.07% | −17,400−10.2% | Reduced |
| Citigroup Inc | 140,995 | $7.35M | 0.01% | −70,783−33.4% | Reduced |
| Two Sigma Advisers, LP | 138,832 | $7.20M | 0.02% | +31,000+28.7% | Added |
| Achmea Investment Management B.V. | 137,170 | $7.15M | 0.15% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 127,630 | $6.62M | 0.65% | −111,306−46.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 123,983 | $6.43M | 0.09% | −2,824−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 123,425 | $6.41M | 0.08% | +97,353+373.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 123,376 | $6.40M | 0.04% | −101,298−45.1% | Reduced |
| Waratah Capital Advisors Ltd. | 119,805 | $6.21M | 0.35% | −113,490−48.6% | Reduced |