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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,353−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −66,472−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −43,643−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,031−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −15,584−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,768−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| SIG North Trading, ULC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |