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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 123,983 | $6.43M | 0.09% | −2,824−2.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 127,630 | $6.62M | 0.65% | −111,306−46.6% | Reduced |
| Achmea Investment Management B.V. | 137,170 | $7.15M | 0.15% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 138,832 | $7.20M | 0.02% | +31,000+28.7% | Added |
| Citigroup Inc | 140,995 | $7.35M | 0.01% | −70,783−33.4% | Reduced |
| USS Investment Management Ltd | 152,743 | $7.92M | 0.07% | −17,400−10.2% | Reduced |
| AXA S.A. | 153,150 | $7.94M | 0.03% | −5,085−3.2% | Reduced |
| Guardian Capital Advisors LP | 179,138 | $9.34M | 0.97% | −2,219−1.2% | Reduced |
| Addenda Capital Inc. | 148,679 | $10.2M | 0.40% | +25,886+21.1% | Added |
| Teachers Retirement System of the State of Kentucky | 216,560 | $11.2M | 0.10% | −6,100−2.7% | Reduced |
| Millennium Management LLC | 221,998 | $11.5M | 0.01% | +17,611+8.6% | Added |
| Ameriprise Financial Inc | 173,161 | $11.7M | 0.00% | −12,796−6.9% | Reduced |
| Jarislowsky, Fraser Ltd | 231,027 | $12.0M | 0.07% | −4,031−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $13.0M | 0.58% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 256,061 | $13.3M | 0.28% | −7,774−2.9% | Reduced |
| Bank of Nova Scotia Trust Co | 262,454 | $13.6M | 1.53% | +12,968+5.2% | Added |
| Renaissance Technologies LLC | 273,240 | $14.2M | 0.02% | +273,240 | New |
| Mn Services Vermogensbeheer B.V. | 277,245 | $14.4M | 0.13% | −10,400−3.6% | Reduced |
| Forsta Ap-Fonden | 283,200 | $14.8M | 0.15% | +67,100+31.1% | Added |
| Northern Trust Corp | 286,903 | $14.9M | 0.00% | −1,455−0.5% | Reduced |
| Pictet Asset Management Holding SA | 288,688 | $15.0M | 0.02% | −13,634−4.5% | Reduced |
| Clearbridge Investments, LLC | 292,948 | $15.2M | 0.01% | +292,948 | New |
| Cidel Asset Management Inc | 294,343 | $15.3M | 0.66% | +5,462+1.9% | Added |
| Citadel Advisors LLC | 296,163 | $15.4M | 0.02% | +268,518+971.3% | Added |
| Franklin Resources Inc | 311,160 | $16.1M | 0.01% | −525,354−62.8% | Reduced |
| LGT Group Foundation | 327,036 | $16.8M | 0.37% | −28,264−8.0% | Reduced |
| State of Tennessee, Treasury Department | 334,257 | $17.4M | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 349,027 | $18.1M | 0.19% | +47,755+15.9% | Added |
| Neuberger Berman Group LLC | 359,165 | $18.7M | 0.02% | +33,835+10.4% | Added |
| Guardian Capital LP | 392,321 | $20.4M | 0.73% | −11,716−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 409,450 | $21.2M | 1.73% | +67,275+19.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 423,044 | $22.0M | 0.08% | +29,144+7.4% | Added |
| Todd Asset Management LLC | 439,756 | $22.8M | 0.50% | −9,390−2.1% | Reduced |
| Korea Investment CORP | 474,483 | $24.7M | 0.06% | −228,952−32.5% | Reduced |
| Aviva PLC | 499,275 | $26.0M | 0.09% | −43,571−8.0% | Reduced |
| Qube Research & Technologies Ltd | 531,605 | $27.6M | 0.06% | +357,044+204.5% | Added |
| Canoe Financial LP | 544,790 | $28.3M | 0.55% | −21,588−3.8% | Reduced |
| Northwest & Ethical Investments L.P. | 560,016 | $29.0M | 0.89% | −74,217−11.7% | Reduced |
| Great West Life Assurance Co | 607,473 | $31.4M | 0.07% | +127,371+26.5% | Added |
| Man Group plc | 603,994 | $31.4M | 0.09% | – | – |
| Nuveen Asset Management, LLC | 632,038 | $32.9M | 0.01% | +632,038 | New |
| Montrusco Bolton Investments Inc. | 632,602 | $33.0M | 0.41% | −9,957−1.5% | Reduced |
| Russell Investments Group, Ltd. | 638,236 | $33.2M | 0.06% | −15,534−2.4% | Reduced |
| Triasima Portfolio Management inc. | 677,560 | $35.2M | 2.91% | +960+0.1% | Added |
| UBS Group AG | 696,047 | $36.1M | 0.01% | +187,064+36.8% | Added |
| Public Sector Pension Investment Board | 731,780 | $38.1M | 0.29% | +577,015+372.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 739,236 | $38.4M | 0.17% | +116,958+18.8% | Added |
| Deutsche Bank AG | 744,643 | $38.6M | 0.02% | +25,755+3.6% | Added |
| Bank of New York Mellon Corp | 753,819 | $39.1M | 0.01% | −36,704−4.6% | Reduced |
| Cardinal Capital Management, Inc. | 785,553 | $40.9M | 1.94% | −3,490−0.4% | Reduced |
| Fiera Capital Corp | 842,526 | $43.8M | 0.13% | +163,661+24.1% | Added |
| BlackRock Inc. | 953,368 | $49.4M | 0.00% | +64,847+7.3% | Added |
| DekaBank Deutsche Girozentrale | 1,046,888 | $53.7M | 0.11% | −39,972−3.7% | Reduced |
| QV Investors Inc. | 1,071,864 | $55.9M | 5.03% | −48,987−4.4% | Reduced |
| Dimensional Fund Advisors LP | 1,142,666 | $59.3M | 0.02% | +182,543+19.0% | Added |
| Allianz Asset Management GmbH | 1,172,025 | $61.1M | 0.11% | +740,014+171.3% | Added |
| Caisse de Depot Et Placement du Quebec | 1,217,525 | $63.5M | 0.16% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,323,050 | $68.6M | 2.78% | +250,740+23.4% | Added |
| First Trust Advisors LP | 1,351,277 | $70.1M | 0.08% | −29,327−2.1% | Reduced |
| HSBC Holdings PLC | 1,383,284 | $71.7M | 0.07% | +4,481+0.3% | Added |
| Value Partners Investments Inc. | 1,410,756 | $73.3M | 5.85% | +3,579+0.3% | Added |
| Credit Suisse AG | 1,125,485 | $77.3M | 0.08% | −257,852−18.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,491,459 | $77.6M | 0.06% | −28,010−1.8% | Reduced |
| Invesco Ltd. | 1,521,787 | $78.9M | 0.02% | −137,291−8.3% | Reduced |
| Goldman Sachs Group Inc | 1,620,801 | $84.1M | 0.02% | +275,334+20.5% | Added |
| Agf Management Ltd | 1,535,288 | $91.8M | 0.54% | +734,549+91.7% | Added |
| Canada Pension Plan Investment Board | 1,828,452 | $95.3M | 0.12% | +401,507+28.1% | Added |
| British Columbia Investment Management Corp | 1,909,326 | $99.0M | 0.81% | +86,044+4.7% | Added |
| Swiss National Bank | 1,908,400 | $99.2M | 0.07% | −57,100−2.9% | Reduced |
| Bank of America Corp | 2,096,752 | $108.7M | 0.01% | +84,839+4.2% | Added |
| Geode Capital Management, LLC | 2,229,883 | $116.4M | 0.01% | +89,068+4.2% | Added |
| TD Waterhouse Canada Inc. | 1,721,945 | $117.7M | 1.10% | +256,909+17.5% | Added |
| Alberta Investment Management Corp | 2,316,743 | $120.7M | 1.14% | 00.0% | Unchanged |
| Amundi | 2,577,902 | $131.3M | 0.06% | +10,447+0.4% | Added |
| JPMorgan Chase & Co | 2,787,862 | $144.6M | 0.01% | −109,289−3.8% | Reduced |
| Letko, Brosseau & Associates Inc | 2,804,207 | $146.1M | 2.66% | −84,925−2.9% | Reduced |
| Morgan Stanley | 2,897,362 | $150.3M | 0.01% | +967,165+50.1% | Added |
| Scotia Capital Inc. | 2,950,788 | $152.7M | 0.98% | −14,749−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,077,154 | $163.6M | 1.53% | −77,089−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,670,046 | $190.3M | 0.89% | +241,788+7.1% | Added |
| Legal & General Group Plc | 4,067,452 | $212.0M | 0.07% | +271,440+7.2% | Added |
| FMR LLC | 4,644,980 | $240.9M | 0.02% | +70,118+1.5% | Added |
| Toronto Dominion Bank | 4,651,204 | $241.2M | 0.35% | +215,001+4.8% | Added |
| National Bank of Canada | 6,067,865 | $311.1M | 0.57% | +200,865+3.4% | Added |
| CIBC Asset Management Inc | 6,080,164 | $316.3M | 1.18% | −297,963−4.7% | Reduced |
| Norges Bank | 6,473,723 | $335.8M | 0.06% | +106,285+1.7% | Added |
| Manufacturers Life Insurance Company, The | 7,170,280 | $372.5M | 0.22% | +464,126+6.9% | Added |
| Bank of Nova Scotia | 8,041,990 | $417.1M | 0.78% | −1,883,918−19.0% | Reduced |
| CIBC World Markets Inc. | 9,544,014 | $495.0M | 1.40% | +2,570,037+36.9% | Added |
| 1832 Asset Management L.P. | 9,725,626 | $504.4M | 0.95% | +673,966+7.4% | Added |
| Beutel, Goodman & Co Ltd. | 9,901,262 | $516.0M | 2.74% | +2910.0% | Added |
| Bank of Montreal | 11,659,470 | $604.8M | 0.33% | −2,065,392−15.0% | Reduced |
| FIL Ltd | 12,266,388 | $636.2M | 0.67% | −1,833,187−13.0% | Reduced |
| Mackenzie Financial Corp | 14,086,704 | $730.9M | 1.10% | −357,140−2.5% | Reduced |
| TD Asset Management Inc | 15,665,551 | $816.4M | 0.80% | +4,035,394+34.7% | Added |
| Vanguard Group Inc | 22,882,882 | $1.19B | 0.03% | +410,759+1.8% | Added |
| Royal Bank of Canada | 41,357,855 | $2.14B | 0.53% | −2,335,478−5.3% | Reduced |
| RIA Advisory Group LLC | 760 | – | – | +760 | New |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −508,619−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −402,364−100.0% | Sold out |