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Livermore
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, 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.

Institutional holdersQ4 2023: 398 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 heldQ4 2023: $14.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2023.

Institutions holding SLF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC3,479$180.4K0.01%−179−4.9%Reduced
Lindbrook Capital, LLC3,561$184.7K0.02%−176−4.7%Reduced
City Holding Co3,700$191.9K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)3,723$193.2K0.00%+3,695+13,196.4%Added
Gulf International Bank (UK) Ltd3,909$202.0K0.01%−150−3.7%Reduced
Canopy Partners, LLC3,914$203.0K0.12%+3,914New
Arete Wealth Advisors, LLC4,004$207.6K0.02%+4,004New
Engineers Gate Manager LP4,044$209.7K0.01%−2,016−33.3%Reduced
Ballast, Inc.4,083$211.7K0.07%+4,083New
Advisors Asset Management, Inc.4,092$212.2K0.00%−5,291−56.4%Reduced
Congress Wealth Management LLC4,125$213.9K0.00%+4,125New
EverSource Wealth Advisors, LLC4,127$214.0K0.02%+267+6.9%Added
Schechter Investment Advisors, LLC4,156$215.5K0.02%−41−1.0%Reduced
Argent Trust Co4,177$216.6K0.01%00.0%Unchanged
Villere St Denis J & Co LLC4,177$216.6K0.02%00.0%Unchanged
Summit Trail Advisors, LLC4,180$216.8K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.3,221$221.3K0.11%00.0%Unchanged
Pathway Financial Advisors LLC4,339$225.0K0.06%00.0%Unchanged
Natixis4,351$225.6K0.00%+4,351New
Intrust Bank NA4,450$230.8K0.03%+226+5.4%Added
Lester Murray Antman dba SimplyRich4,474$232.0K0.08%−7−0.2%Reduced
Clarius Group, LLC4,512$234.0K0.02%+32+0.7%Added
CWM, LLC4,555$236.0K0.00%−1,329−22.6%Reduced
Capital City Trust Co4,596$238.3K0.07%00.0%Unchanged
Northwest Bancshares, Inc.4,617$239.4K0.04%−100−2.1%Reduced
NewEdge Wealth, LLC4,618$239.5K0.01%00.0%Unchanged
Ieq Capital, LLC4,620$239.6K0.00%+39+0.9%Added
PDS Planning, Inc4,937$256.0K0.03%+108+2.2%Added
Confluence Wealth Services, Inc.4,985$258.5K0.03%00.0%Unchanged
CVA Family Office, LLC5,000$259.3K0.05%−40−0.8%Reduced
State of Wyoming5,000$260.6K0.05%+500+11.1%Added
Ritholtz Wealth Management5,075$263.2K0.01%+9+0.2%Added
Nebula Research & Development LLC5,082$263.6K0.08%+5,082New
Evergreen Capital Management LLC5,091$264.0K0.01%+792+18.4%Added
Regions Financial Corp5,141$266.6K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.5,143$266.7K0.04%+46+0.9%Added
Keybank National Association5,222$270.8K0.00%−1,980−27.5%Reduced
DFPG Investments, LLC5,332$272.7K0.02%00.0%Unchanged
First Affirmative Financial Network5,270$273.3K0.22%+318+6.4%Added
Smithfield Trust Co5,394$280.0K0.02%00.0%Unchanged
Running Point Capital Advisors, LLC5,459$283.1K0.14%+21+0.4%Added
Pacer Advisors, Inc.5,536$287.1K0.00%+68+1.2%Added
UniSuper Management Pty Ltd4,200$288.6K0.00%00.0%Unchanged
Baird Financial Group, Inc.5,662$293.6K0.00%00.0%Unchanged
St Germain D J Co Inc5,747$298.0K0.02%+5,097+784.2%Added
Stonebridge Capital Management Inc5,845$303.0K0.15%−195−3.2%Reduced
FreeGulliver LLC5,872$304.5K0.40%+5,872New
Cozad Asset Management Inc5,919$307.0K0.04%00.0%Unchanged
MML Investors Services, LLC5,976$310.0K0.00%+5,976New
Susquehanna Portfolio Strategies, LLC6,100$316.3K0.01%+6,100New
West Family Investments, Inc.6,140$318.4K0.11%00.0%Unchanged
Pinnacle Associates Ltd6,153$319.1K0.01%00.0%Unchanged
Savant Capital, LLC6,238$323.5K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC6,498$337.0K0.00%−270−4.0%Reduced
Financial Counselors Inc6,603$342.4K0.01%+1,378+26.4%Added
Parsons Capital Management Inc6,667$345.8K0.02%00.0%Unchanged
Davidson Trust Co6,693$347.1K0.22%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC6,792$352.2K0.00%−241−3.4%Reduced
MONECO Advisors, LLC6,864$356.0K0.07%+20.0%Added
Truist Financial Corp6,916$358.6K0.00%+795+13.0%Added
Sound View Wealth Advisors Group, LLC6,982$362.1K0.04%00.0%Unchanged
Axq Capital, LP7,020$364.1K0.10%+7,020New
Syon Capital LLC7,223$374.6K0.04%+2,358+48.5%Added
Brown Advisory Inc7,305$378.8K0.00%00.0%Unchanged
Gotham Asset Management, LLC7,478$387.8K0.01%+7,478New
Boston Financial Mangement LLC7,491$388.5K0.01%00.0%Unchanged
Balentine LLC7,602$394.2K0.01%−2,554−25.1%Reduced
Janney Montgomery Scott LLC7,616$395.0K0.00%−6,820−47.2%Reduced
Veriti Management LLC7,733$401.1K0.04%+697+9.9%Added
Royal London Asset Management Ltd7,775$403.2K0.00%00.0%Unchanged
Am Investment Strategies LLC8,001$415.0K0.12%+19+0.2%Added
Claret Asset Management Corp8,062$418.0K0.07%−194−2.3%Reduced
XTX Topco Ltd8,378$434.5K0.10%+8,378New
Versor Investments LP8,397$435.7K0.09%+8,397New
Tyler-Stone Wealth Management8,727$452.6K0.23%00.0%Unchanged
CI Private Wealth, LLC9,514$493.4K0.00%−1,329−12.3%Reduced
Yousif Capital Management, LLC9,532$494.3K0.01%00.0%Unchanged
Glenmede Trust Co NA9,609$498.3K0.00%+17+0.2%Added
Woodstock Corp9,647$500.3K0.06%00.0%Unchanged
Private Advisor Group, LLC9,759$506.1K0.00%−20,015−67.2%Reduced
Prime Capital Investment Advisors, LLC9,864$511.5K0.01%+14+0.1%Added
Sequoia Financial Advisors, LLC10,081$522.8K0.01%−182−1.8%Reduced
Cresset Asset Management, LLC10,091$523.3K0.00%+278+2.8%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10,115$525.4K0.00%+1,062+11.7%Added
Engrave Wealth Partners LLC10,519$545.5K0.16%00.0%Unchanged
Mercer Global Advisors Inc10,662$553.0K0.00%+4,841+83.2%Added
Rempart Asset Management Inc.10,706$557.0K0.12%−1,350−11.2%Reduced
Pathstone Holdings, LLC10,863$563.4K0.00%+10,863New
Cigna Investments Inc10,816$564.0K0.12%00.0%Unchanged
NorthCrest Asset Manangement, LLC11,407$591.6K0.02%−395−3.3%Reduced
Washington Trust Co11,471$594.9K0.02%−702−5.8%Reduced
Candriam Luxembourg S.C.A.11,497$599.2K0.00%−1,389−10.8%Reduced
Banque Cantonale Vaudoise11,617$605.0K0.03%+2,417+26.3%Added
State Street Corp11,703$606.9K0.00%−13,662−53.9%Reduced
Brinker Capital Investments, LLC11,829$608.7K0.01%−598−4.8%Reduced
Orion Portfolio Solutions, LLC11,829$608.7K0.01%−598−4.8%Reduced
Dynamic Technology Lab Private Ltd11,942$619.0K0.07%+11,942New
Verdence Capital Advisors LLC11,941$619.3K0.06%−28−0.2%Reduced
King Luther Capital Management Corp12,012$622.9K0.00%00.0%Unchanged
Blair William & Co12,202$632.8K0.00%+97+0.8%Added