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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 12,345 | $640.2K | 0.00% | −352−2.8% | Reduced |
| Independent Advisor Alliance | 12,456 | $646.0K | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 12,641 | $650.1K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,614 | $650.8K | 0.01% | −2,547−16.8% | Reduced |
| Walleye Trading LLC | 12,635 | $655.3K | 0.01% | +12,635 | New |
| Barometer Capital Management Inc. | 9,810 | $674.1K | 0.19% | −142,040−93.5% | Reduced |
| Avantax Advisory Services, Inc. | 13,100 | $679.4K | 0.01% | −667−4.8% | Reduced |
| Cerity Partners LLC | 13,170 | $683.0K | 0.00% | +5,844+79.8% | Added |
| Kestra Advisory Services, LLC | 13,700 | $710.5K | 0.01% | +581+4.4% | Added |
| Cumberland Partners Ltd | 14,053 | $712.8K | 0.07% | −300−2.1% | Reduced |
| Advisory Resource Group | 13,792 | $715.3K | 0.18% | +329+2.4% | Added |
| JCIC Asset Management Inc. | 14,111 | $732.2K | 0.33% | −8,600−37.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $770.1K | 0.09% | 00.0% | Unchanged |
| APG Asset Management N.V. | 16,554 | $781.0K | 0.00% | −1,224−6.9% | Reduced |
| Principal Financial Group Inc | 15,433 | $804.3K | 0.00% | −10,214−39.8% | Reduced |
| Rathbone Brothers plc | 15,440 | $804.7K | 0.01% | −291−1.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,729 | $816.2K | 0.11% | +15,729 | New |
| JustInvest LLC | 15,867 | $822.9K | 0.02% | −1,553−8.9% | Reduced |
| SEI Investments Co | 16,247 | $842.6K | 0.00% | +386+2.4% | Added |
| Captrust Financial Advisors | 17,386 | $901.6K | 0.00% | +5,265+43.4% | Added |
| The PNC Financial Services Group, Inc. | 17,610 | $913.3K | 0.00% | +875+5.2% | Added |
| Wambolt & Associates, LLC | 17,659 | $915.8K | 0.30% | −4,823−21.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,681 | $917.0K | 0.00% | +3,313+23.1% | Added |
| HBK Sorce Advisory LLC | 18,200 | $943.9K | 0.04% | 00.0% | Unchanged |
| Capital World Investors | 19,432 | $1.01M | 0.00% | +2,458+14.5% | Added |
| Swiss Life Asset Management Ltd | 19,714 | $1.03M | 0.01% | −23,237−54.1% | Reduced |
| Cetera Advisor Networks LLC | 19,915 | $1.03M | 0.01% | −113−0.6% | Reduced |
| HighTower Advisors, LLC | 20,019 | $1.04M | 0.00% | +398+2.0% | Added |
| US Bancorp | 20,678 | $1.07M | 0.00% | +4,081+24.6% | Added |
| Mason & Associates Inc | 22,000 | $1.14M | 0.34% | 00.0% | Unchanged |
| Signaturefd, LLC | 22,365 | $1.16M | 0.03% | +414+1.9% | Added |
| Pathway Financial Advisers, LLC | 22,899 | $1.19M | 0.45% | +1,131+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,393 | $1.21M | 0.00% | +593+2.6% | Added |
| Aigen Investment Management, LP | 23,753 | $1.23M | 0.22% | +23,753 | New |
| United Services Automobile Association | 24,095 | $1.25M | 0.03% | +3,118+14.9% | Added |
| V-Square Quantitative Management LLC | 18,308 | $1.26M | 0.30% | +18,308 | New |
| Barclays PLC | 24,589 | $1.28M | 0.00% | +3,092+14.4% | Added |
| Wetherby Asset Management Inc | 25,904 | $1.34M | 0.07% | −172−0.7% | Reduced |
| Envestnet Asset Management Inc | 26,018 | $1.35M | 0.00% | −22,335−46.2% | Reduced |
| Advisor Group Holdings, Inc. | 26,478 | $1.37M | 0.00% | −3,436−11.5% | Reduced |
| LPL Financial LLC | 29,346 | $1.52M | 0.00% | +2,244+8.3% | Added |
| Erste Asset Management GmbH | 30,500 | $1.58M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,839 | $1.60M | 0.01% | +1,013+3.4% | Added |
| M&T Bank Corp | 31,785 | $1.65M | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 32,170 | $1.68M | 0.15% | −14,852−31.6% | Reduced |
| Creative Planning | 33,076 | $1.72M | 0.00% | +2,248+7.3% | Added |
| Shell Asset Management Co | 33,072 | $1.72M | 0.08% | −37,413−53.1% | Reduced |
| Raymond James & Associates | 33,291 | $1.73M | 0.00% | −1,548−4.4% | Reduced |
| Ontario Teachers Pension Plan Board | 33,455 | $1.74M | 0.02% | −4,624−12.1% | Reduced |
| Natixis Advisors, L.P. | 33,997 | $1.76M | 0.00% | +2,593+8.3% | Added |
| Metis Global Partners, LLC | 34,847 | $1.81M | 0.07% | +844+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 34,877 | $1.81M | 0.00% | +4,755+15.8% | Added |
| AJOVista, LLC | 35,400 | $1.84M | 2.32% | +35,400 | New |
| Stifel Financial Corp | 38,424 | $1.99M | 0.00% | +2,649+7.4% | Added |
| Quantbot Technologies LP | 39,158 | $2.03M | 0.12% | +39,158 | New |
| Ensign Peak Advisors, Inc | 40,100 | $2.04M | 0.00% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 39,836 | $2.07M | 0.38% | −460−1.1% | Reduced |
| Mariner, LLC | 40,196 | $2.08M | 0.00% | +6,847+20.5% | Added |
| Marshall Wace, LLP | 40,300 | $2.09M | 0.00% | +22,800+130.3% | Added |
| Jane Street Group, LLC | 40,712 | $2.11M | 0.00% | +5,397+15.3% | Added |
| Gold Investment Management Ltd. | 42,507 | $2.20M | 0.94% | +42,507 | New |
| Alliancebernstein L.P. | 42,792 | $2.22M | 0.00% | +1,688+4.1% | Added |
| Vident Advisory, LLC | 42,746 | $2.23M | 0.06% | +2,511+6.2% | Added |
| Quantinno Capital Management LP | 43,628 | $2.26M | 0.08% | +10,110+30.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 44,117 | $2.30M | 0.09% | +44,117 | New |
| Vontobel Holding Ltd. | 47,172 | $2.45M | 0.02% | −25−0.1% | Reduced |
| Kraematon Investment Advisors, Inc | 47,600 | $2.47M | 2.71% | −66−0.1% | Reduced |
| AE Wealth Management LLC | 48,732 | $2.50M | 0.01% | +6,152+14.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 48,768 | $2.53M | 0.17% | +48,768 | New |
| Investment Management Corp of Ontario | 50,917 | $2.64M | 0.06% | +50,917 | New |
| Duality Advisers, LP | 55,621 | $2.88M | 0.30% | +55,621 | New |
| Harvest Portfolios Group Inc. | 56,503 | $2.93M | 0.12% | +3,082+5.8% | Added |
| Ossiam | 56,816 | $2.96M | 0.05% | +12,724+28.9% | Added |
| PCJ Investment Counsel Ltd. | 58,040 | $3.01M | 1.16% | +8,420+17.0% | Added |
| Assenagon Asset Management S.A. | 58,287 | $3.04M | 0.01% | −2,674−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 61,141 | $3.17M | 0.01% | −1,400−2.2% | Reduced |
| Prudential Financial Inc | 65,075 | $3.39M | 0.01% | +575+0.9% | Added |
| D. E. Shaw & Co., Inc. | 66,354 | $3.44M | 0.00% | −112,717−62.9% | Reduced |
| Van Eck Associates Corp | 68,945 | $3.58M | 0.01% | +4,889+7.6% | Added |
| Utah Retirement Systems | 68,983 | $3.60M | 0.05% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 71,149 | $3.61M | 0.78% | −2,056−2.8% | Reduced |
| Acadian Asset Management LLC | 70,000 | $3.65M | 0.01% | +39,500+129.5% | Added |
| Maryland State Retirement & Pension System | 77,570 | $4.03M | 0.08% | −13,176−14.5% | Reduced |
| Twin Tree Management, LP | 78,374 | $4.06M | 0.07% | +78,374 | New |
| Janus Henderson Group PLC | 78,798 | $4.11M | 0.00% | −1,900−2.4% | Reduced |
| La Banque Postale Asset Management SA | 80,441 | $4.19M | 0.09% | −15,598−16.2% | Reduced |
| Balyasny Asset Management LLC | 84,121 | $4.36M | 0.01% | +5,380+6.8% | Added |
| Burney Co | 89,014 | $4.62M | 0.19% | −484−0.5% | Reduced |
| Credential Qtrade Securities Inc. | 93,731 | $4.86M | 0.29% | −5,904−5.9% | Reduced |
| Wells Fargo & Company | 96,572 | $5.01M | 0.00% | −4,039−4.0% | Reduced |
| Motco | 100,494 | $5.21M | 0.33% | −15,837−13.6% | Reduced |
| Price T Rowe Associates Inc | 101,627 | $5.27M | 0.00% | +7,467+7.9% | Added |
| Campbell & CO Investment Adviser LLC | 106,125 | $5.50M | 0.50% | +106,125 | New |
| Lorne Steinberg Wealth Management Inc. | 106,878 | $5.54M | 1.86% | +2,757+2.6% | Added |
| American Century Companies Inc | 107,026 | $5.55M | 0.00% | +10,993+11.4% | Added |
| Power Corp of Canada | 115,004 | $5.97M | 0.62% | +1,279+1.1% | Added |
| Wellington Management Group LLP | 117,615 | $6.13M | 0.00% | +43,972+59.7% | Added |
| Waratah Capital Advisors Ltd. | 119,805 | $6.21M | 0.35% | −113,490−48.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 123,376 | $6.40M | 0.04% | −101,298−45.1% | Reduced |
| Cubist Systematic Strategies, LLC | 123,425 | $6.41M | 0.08% | +97,353+373.4% | Added |