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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

Q4 2023 vs. Q3 2023

How the institutions holding Sun Life Financial Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SLF: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3796398+25
Shares268.6M174.0K273.9M+5.43M (+2.0%)
Value$13.2B$8.49M$14.3B+$1.07B (+8.1%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Sun Life Financial Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SLF in Q4 2023
InstitutionSharesValue% of portfolio
Nuveen Asset Management, LLC632,038$32.9M0.01%
Clearbridge Investments, LLC292,948$15.2M0.01%
Renaissance Technologies LLC273,240$14.2M0.02%
Campbell & CO Investment Adviser LLC106,125$5.50M0.50%
Twin Tree Management, LP78,374$4.06M0.07%
Duality Advisers, LP55,621$2.88M0.30%
Investment Management Corp of Ontario50,917$2.64M0.06%
Lombard Odier Asset Management (Europe) Ltd48,768$2.53M0.17%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH44,117$2.30M0.09%
Gold Investment Management Ltd.42,507$2.20M0.94%
Quantbot Technologies LP39,158$2.03M0.12%
AJOVista, LLC35,400$1.84M2.32%
V-Square Quantitative Management LLC18,308$1.26M0.30%
Aigen Investment Management, LP23,753$1.23M0.22%
Lombard Odier Asset Management (Switzerland) SA15,729$816.2K0.11%
Walleye Trading LLC12,635$655.3K0.01%
Dynamic Technology Lab Private Ltd11,942$619.0K0.07%
Pathstone Holdings, LLC10,863$563.4K0.00%
Versor Investments LP8,397$435.7K0.09%
XTX Topco Ltd8,378$434.5K0.10%
Gotham Asset Management, LLC7,478$387.8K0.01%
Axq Capital, LP7,020$364.1K0.10%
Susquehanna Portfolio Strategies, LLC6,100$316.3K0.01%
MML Investors Services, LLC5,976$310.0K0.00%
FreeGulliver LLC5,872$304.5K0.40%
Nebula Research & Development LLC5,082$263.6K0.08%
Natixis4,351$225.6K0.00%
Congress Wealth Management LLC4,125$213.9K0.00%
Ballast, Inc.4,083$211.7K0.07%
Arete Wealth Advisors, LLC4,004$207.6K0.02%
Canopy Partners, LLC3,914$203.0K0.12%
Bruce G. Allen Investments, LLC2,899$150.3K0.14%
Birchbrook, Inc.1,295$67.2K0.04%
Headlands Technologies LLC827$42.9K0.01%
Private Wealth Management Group, LLC797$41.3K0.02%
Northwest Financial Advisors566$29.3K0.02%
Voisard Asset Management Group, Inc.501$26.0K0.02%
Planning Capital Management Corp465$24.1K0.02%
WealthCollab, LLC460$23.9K0.02%
Louisbourg Investments Inc.375$19.5K0.01%
First Pacific Financial367$19.0K0.01%
MeadowBrook Investment Advisors LLC289$15.0K0.01%
BFSG, LLC225$11.7K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$10.4K0.00%
Armstrong Advisory Group, Inc177$9.18K0.00%
Advisory Services Network, LLC70$3.63K0.00%
Principal Securities, Inc.57$2.96K0.00%
Pacific Capital Wealth Advisors, Inc54$2.80K0.00%
Johnson Financial Group, Inc.21$1.09K0.00%
Beaird Harris Wealth Management, LLC9$4670.00%
RIA Advisory Group LLC760––

Sold out (26)

Institutions that held Sun Life Financial Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (6)

Institutions that held Sun Life Financial Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
SIG North Trading, ULC155,310$7.58M
First Republic Investment Management, Inc.8,719$425.5K
Advisor Partners II, LLC7,799$380.6K
Johnson Midwest Financial, LLC1,518$74.1K
Sutton Wealth Advisors Inc.552$26.9K
Antonetti Capital Management LLC150$7.32K