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
- +$1.07B (+8.1%) 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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $467 | 0.00% | +9 | New |
| Mascoma Wealth Management LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.09K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $1.71K | 0.00% | −51−60.7% | Reduced |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $2.80K | 0.00% | +54 | New |
| PFG Private Wealth Management, LLC | 57 | $2.96K | 0.00% | −65−53.3% | Reduced |
| Principal Securities, Inc. | 57 | $2.96K | 0.00% | +57 | New |
| VitalStone Financial, LLC | 49 | $3.00K | 0.00% | −3−5.8% | Reduced |
| Advisory Services Network, LLC | 70 | $3.63K | 0.00% | +70 | New |
| Optiver Holding B.V. | 71 | $3.68K | 0.00% | −48−40.3% | Reduced |
| Barrett & Company, Inc. | 94 | $4.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.13K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $6.33K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $6.45K | 0.00% | +1+0.8% | Added |
| JFS Wealth Advisors, LLC | 139 | $7.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 142 | $7.38K | 0.00% | −866−85.9% | Reduced |
| Ancora Advisors, LLC | 148 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $8.14K | 0.00% | +19+13.8% | Added |
| Washington Trust Advisors, Inc. | 165 | $8.56K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $8.81K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $8.82K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 187 | $9.00K | 0.00% | +2+1.1% | Added |
| Armstrong Advisory Group, Inc | 177 | $9.18K | 0.00% | +177 | New |
| Private Trust Co NA | 181 | $9.37K | 0.00% | +2+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $9.70K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.4K | 0.00% | +200 | New |
| BFSG, LLC | 225 | $11.7K | 0.00% | +225 | New |
| Your Advocates Ltd., LLP | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $15.0K | 0.01% | +289 | New |
| GWM Advisors LLC | 292 | $15.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $18.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 358 | $18.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 367 | $19.0K | 0.01% | +367 | New |
| Louisbourg Investments Inc. | 375 | $19.5K | 0.01% | +375 | New |
| Global Retirement Partners, LLC | 389 | $19.7K | 0.00% | +2+0.5% | Added |
| Geneos Wealth Management Inc. | 391 | $20.3K | 0.00% | +22+6.0% | Added |
| TFC Financial Management | 392 | $20.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $21.5K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $22.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $23.9K | 0.02% | +460 | New |
| Planning Capital Management Corp | 465 | $24.1K | 0.02% | +465 | New |
| Salem Investment Counselors Inc | 480 | $24.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $25.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $26.0K | 0.02% | +501 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $27.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $29.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 566 | $29.3K | 0.02% | +566 | New |
| Glassman Wealth Services | 638 | $33.1K | 0.00% | −132−17.1% | Reduced |
| IFP Advisors, Inc | 714 | $37.0K | 0.00% | +414+138.0% | Added |
| HM Payson & Co | 742 | $38.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $38.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $41.3K | 0.02% | +797 | New |
| Headlands Technologies LLC | 827 | $42.9K | 0.01% | +827 | New |
| Whittier Trust Co | 862 | $44.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 878 | $45.5K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $46.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 928 | $48.1K | 0.01% | +844+1,004.8% | Added |
| Sofos Investments, Inc. | 963 | $49.9K | 0.01% | −5,060−84.0% | Reduced |
| Abound Wealth Management | 982 | $50.9K | 0.02% | −80−7.5% | Reduced |
| Hexagon Capital Partners LLC | 983 | $51.0K | 0.01% | +128+15.0% | Added |
| Centennial Bank | 994 | $51.5K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,013 | $52.5K | 0.00% | +1+0.1% | Added |
| Asset Dedication, LLC | 1,112 | $58.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $62.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $65.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $66.0K | 0.03% | +586+83.5% | Added |
| Birchbrook, Inc. | 1,295 | $67.2K | 0.04% | +1,295 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $67.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,358 | $70.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,531 | $79.4K | 0.04% | +2+0.1% | Added |
| Allworth Financial LP | 1,556 | $80.7K | 0.00% | +29+1.9% | Added |
| Harbour Investments, Inc. | 1,726 | $89.5K | 0.00% | +5+0.3% | Added |
| Perkins Coie Trust Co | 1,871 | $97.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $99.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,910 | $99.0K | 0.00% | +100+5.5% | Added |
| Massmutual Trust Co FSB | 1,970 | $102.2K | 0.00% | −256−11.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,119 | $103.0K | 0.00% | −399−15.8% | Reduced |
| Tobam | 2,011 | $105.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,091 | $108.4K | 0.01% | −1,510−41.9% | Reduced |
| Bessemer Group Inc | 2,165 | $113.0K | 0.00% | −492−18.5% | Reduced |
| Credit Agricole S A | 2,231 | $115.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,239 | $116.1K | 0.00% | −1,344−37.5% | Reduced |
| Huntington National Bank | 2,575 | $133.5K | 0.00% | −1,506−36.9% | Reduced |
| Quadrant Capital Group LLC | 2,735 | $141.8K | 0.01% | −255−8.5% | Reduced |
| First Horizon Advisors, Inc. | 2,771 | $143.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $147.5K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,883 | $149.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,899 | $150.3K | 0.14% | +2,899 | New |
| Rhumbline Advisers | 2,906 | $150.7K | 0.00% | −115−3.8% | Reduced |