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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 117,615 | $6.13M | 0.00% | +43,972+59.7% | Added |
| Power Corp of Canada | 115,004 | $5.97M | 0.62% | +1,279+1.1% | Added |
| American Century Companies Inc | 107,026 | $5.55M | 0.00% | +10,993+11.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 106,878 | $5.54M | 1.86% | +2,757+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 106,125 | $5.50M | 0.50% | +106,125 | New |
| Price T Rowe Associates Inc | 101,627 | $5.27M | 0.00% | +7,467+7.9% | Added |
| Motco | 100,494 | $5.21M | 0.33% | −15,837−13.6% | Reduced |
| Wells Fargo & Company | 96,572 | $5.01M | 0.00% | −4,039−4.0% | Reduced |
| Credential Qtrade Securities Inc. | 93,731 | $4.86M | 0.29% | −5,904−5.9% | Reduced |
| Burney Co | 89,014 | $4.62M | 0.19% | −484−0.5% | Reduced |
| Balyasny Asset Management LLC | 84,121 | $4.36M | 0.01% | +5,380+6.8% | Added |
| La Banque Postale Asset Management SA | 80,441 | $4.19M | 0.09% | −15,598−16.2% | Reduced |
| Janus Henderson Group PLC | 78,798 | $4.11M | 0.00% | −1,900−2.4% | Reduced |
| Twin Tree Management, LP | 78,374 | $4.06M | 0.07% | +78,374 | New |
| Maryland State Retirement & Pension System | 77,570 | $4.03M | 0.08% | −13,176−14.5% | Reduced |
| Acadian Asset Management LLC | 70,000 | $3.65M | 0.01% | +39,500+129.5% | Added |
| Symphony Financial, Ltd. Co. | 71,149 | $3.61M | 0.78% | −2,056−2.8% | Reduced |
| Utah Retirement Systems | 68,983 | $3.60M | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 68,945 | $3.58M | 0.01% | +4,889+7.6% | Added |
| D. E. Shaw & Co., Inc. | 66,354 | $3.44M | 0.00% | −112,717−62.9% | Reduced |
| Prudential Financial Inc | 65,075 | $3.39M | 0.01% | +575+0.9% | Added |
| Commonwealth Equity Services, LLC | 61,141 | $3.17M | 0.01% | −1,400−2.2% | Reduced |
| Assenagon Asset Management S.A. | 58,287 | $3.04M | 0.01% | −2,674−4.4% | Reduced |
| PCJ Investment Counsel Ltd. | 58,040 | $3.01M | 1.16% | +8,420+17.0% | Added |
| Ossiam | 56,816 | $2.96M | 0.05% | +12,724+28.9% | Added |
| Harvest Portfolios Group Inc. | 56,503 | $2.93M | 0.12% | +3,082+5.8% | Added |
| Duality Advisers, LP | 55,621 | $2.88M | 0.30% | +55,621 | New |
| Investment Management Corp of Ontario | 50,917 | $2.64M | 0.06% | +50,917 | New |
| Lombard Odier Asset Management (Europe) Ltd | 48,768 | $2.53M | 0.17% | +48,768 | New |
| AE Wealth Management LLC | 48,732 | $2.50M | 0.01% | +6,152+14.4% | Added |
| Kraematon Investment Advisors, Inc | 47,600 | $2.47M | 2.71% | −66−0.1% | Reduced |
| Vontobel Holding Ltd. | 47,172 | $2.45M | 0.02% | −25−0.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 44,117 | $2.30M | 0.09% | +44,117 | New |
| Quantinno Capital Management LP | 43,628 | $2.26M | 0.08% | +10,110+30.2% | Added |
| Vident Advisory, LLC | 42,746 | $2.23M | 0.06% | +2,511+6.2% | Added |
| Alliancebernstein L.P. | 42,792 | $2.22M | 0.00% | +1,688+4.1% | Added |
| Gold Investment Management Ltd. | 42,507 | $2.20M | 0.94% | +42,507 | New |
| Jane Street Group, LLC | 40,712 | $2.11M | 0.00% | +5,397+15.3% | Added |
| Marshall Wace, LLP | 40,300 | $2.09M | 0.00% | +22,800+130.3% | Added |
| Mariner, LLC | 40,196 | $2.08M | 0.00% | +6,847+20.5% | Added |
| Dorchester Wealth Management Co | 39,836 | $2.07M | 0.38% | −460−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.04M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 39,158 | $2.03M | 0.12% | +39,158 | New |
| Stifel Financial Corp | 38,424 | $1.99M | 0.00% | +2,649+7.4% | Added |
| AJOVista, LLC | 35,400 | $1.84M | 2.32% | +35,400 | New |
| Northwestern Mutual Wealth Management Co | 34,877 | $1.81M | 0.00% | +4,755+15.8% | Added |
| Metis Global Partners, LLC | 34,847 | $1.81M | 0.07% | +844+2.5% | Added |
| Natixis Advisors, L.P. | 33,997 | $1.76M | 0.00% | +2,593+8.3% | Added |
| Ontario Teachers Pension Plan Board | 33,455 | $1.74M | 0.02% | −4,624−12.1% | Reduced |
| Raymond James & Associates | 33,291 | $1.73M | 0.00% | −1,548−4.4% | Reduced |
| Shell Asset Management Co | 33,072 | $1.72M | 0.08% | −37,413−53.1% | Reduced |
| Creative Planning | 33,076 | $1.72M | 0.00% | +2,248+7.3% | Added |
| Ostrum Asset Management | 32,170 | $1.68M | 0.15% | −14,852−31.6% | Reduced |
| M&T Bank Corp | 31,785 | $1.65M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,839 | $1.60M | 0.01% | +1,013+3.4% | Added |
| Erste Asset Management GmbH | 30,500 | $1.58M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 29,346 | $1.52M | 0.00% | +2,244+8.3% | Added |
| Advisor Group Holdings, Inc. | 26,478 | $1.37M | 0.00% | −3,436−11.5% | Reduced |
| Envestnet Asset Management Inc | 26,018 | $1.35M | 0.00% | −22,335−46.2% | Reduced |
| Wetherby Asset Management Inc | 25,904 | $1.34M | 0.07% | −172−0.7% | Reduced |
| Barclays PLC | 24,589 | $1.28M | 0.00% | +3,092+14.4% | Added |
| V-Square Quantitative Management LLC | 18,308 | $1.26M | 0.30% | +18,308 | New |
| United Services Automobile Association | 24,095 | $1.25M | 0.03% | +3,118+14.9% | Added |
| Aigen Investment Management, LP | 23,753 | $1.23M | 0.22% | +23,753 | New |
| Raymond James Financial Services Advisors, Inc. | 23,393 | $1.21M | 0.00% | +593+2.6% | Added |
| Pathway Financial Advisers, LLC | 22,899 | $1.19M | 0.45% | +1,131+5.2% | Added |
| Signaturefd, LLC | 22,365 | $1.16M | 0.03% | +414+1.9% | Added |
| Mason & Associates Inc | 22,000 | $1.14M | 0.34% | 00.0% | Unchanged |
| US Bancorp | 20,678 | $1.07M | 0.00% | +4,081+24.6% | Added |
| HighTower Advisors, LLC | 20,019 | $1.04M | 0.00% | +398+2.0% | Added |
| Cetera Advisor Networks LLC | 19,915 | $1.03M | 0.01% | −113−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 19,714 | $1.03M | 0.01% | −23,237−54.1% | Reduced |
| Capital World Investors | 19,432 | $1.01M | 0.00% | +2,458+14.5% | Added |
| HBK Sorce Advisory LLC | 18,200 | $943.9K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,681 | $917.0K | 0.00% | +3,313+23.1% | Added |
| Wambolt & Associates, LLC | 17,659 | $915.8K | 0.30% | −4,823−21.5% | Reduced |
| The PNC Financial Services Group, Inc. | 17,610 | $913.3K | 0.00% | +875+5.2% | Added |
| Captrust Financial Advisors | 17,386 | $901.6K | 0.00% | +5,265+43.4% | Added |
| SEI Investments Co | 16,247 | $842.6K | 0.00% | +386+2.4% | Added |
| JustInvest LLC | 15,867 | $822.9K | 0.02% | −1,553−8.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,729 | $816.2K | 0.11% | +15,729 | New |
| Rathbone Brothers plc | 15,440 | $804.7K | 0.01% | −291−1.8% | Reduced |
| Principal Financial Group Inc | 15,433 | $804.3K | 0.00% | −10,214−39.8% | Reduced |
| APG Asset Management N.V. | 16,554 | $781.0K | 0.00% | −1,224−6.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $770.1K | 0.09% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 14,111 | $732.2K | 0.33% | −8,600−37.9% | Reduced |
| Advisory Resource Group | 13,792 | $715.3K | 0.18% | +329+2.4% | Added |
| Cumberland Partners Ltd | 14,053 | $712.8K | 0.07% | −300−2.1% | Reduced |
| Kestra Advisory Services, LLC | 13,700 | $710.5K | 0.01% | +581+4.4% | Added |
| Cerity Partners LLC | 13,170 | $683.0K | 0.00% | +5,844+79.8% | Added |
| Avantax Advisory Services, Inc. | 13,100 | $679.4K | 0.01% | −667−4.8% | Reduced |
| Barometer Capital Management Inc. | 9,810 | $674.1K | 0.19% | −142,040−93.5% | Reduced |
| Walleye Trading LLC | 12,635 | $655.3K | 0.01% | +12,635 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,614 | $650.8K | 0.01% | −2,547−16.8% | Reduced |
| Quilter Plc | 12,641 | $650.1K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,456 | $646.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,345 | $640.2K | 0.00% | −352−2.8% | Reduced |
| Blair William & Co | 12,202 | $632.8K | 0.00% | +97+0.8% | Added |
| King Luther Capital Management Corp | 12,012 | $622.9K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,941 | $619.3K | 0.06% | −28−0.2% | Reduced |