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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 2,844 | $147.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $143.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,735 | $141.8K | 0.01% | −255−8.5% | Reduced |
| Huntington National Bank | 2,575 | $133.5K | 0.00% | −1,506−36.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,239 | $116.1K | 0.00% | −1,344−37.5% | Reduced |
| Credit Agricole S A | 2,231 | $115.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,165 | $113.0K | 0.00% | −492−18.5% | Reduced |
| Creative Financial Designs Inc | 2,091 | $108.4K | 0.01% | −1,510−41.9% | Reduced |
| Tobam | 2,011 | $105.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,119 | $103.0K | 0.00% | −399−15.8% | Reduced |
| Massmutual Trust Co FSB | 1,970 | $102.2K | 0.00% | −256−11.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $99.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,910 | $99.0K | 0.00% | +100+5.5% | Added |
| Perkins Coie Trust Co | 1,871 | $97.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,726 | $89.5K | 0.00% | +5+0.3% | Added |
| Allworth Financial LP | 1,556 | $80.7K | 0.00% | +29+1.9% | Added |
| Lowe Wealth Advisors, LLC | 1,531 | $79.4K | 0.04% | +2+0.1% | Added |
| Atlas Capital Advisors LLC | 1,358 | $70.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $67.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $67.2K | 0.04% | +1,295 | New |
| Pacifica Partners Inc. | 1,288 | $66.0K | 0.03% | +586+83.5% | Added |
| HHM Wealth Advisors, LLC | 1,263 | $65.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $62.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,112 | $58.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,013 | $52.5K | 0.00% | +1+0.1% | Added |
| Centennial Bank | 994 | $51.5K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 983 | $51.0K | 0.01% | +128+15.0% | Added |
| Abound Wealth Management | 982 | $50.9K | 0.02% | −80−7.5% | Reduced |
| Sofos Investments, Inc. | 963 | $49.9K | 0.01% | −5,060−84.0% | Reduced |
| Glen Eagle Advisors, LLC | 928 | $48.1K | 0.01% | +844+1,004.8% | Added |
| MCF Advisors LLC | 890 | $46.2K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 878 | $45.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $44.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 827 | $42.9K | 0.01% | +827 | New |
| Private Wealth Management Group, LLC | 797 | $41.3K | 0.02% | +797 | New |
| Oakworth Capital, Inc. | 748 | $38.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $38.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 714 | $37.0K | 0.00% | +414+138.0% | Added |
| Glassman Wealth Services | 638 | $33.1K | 0.00% | −132−17.1% | Reduced |
| Northwest Financial Advisors | 566 | $29.3K | 0.02% | +566 | New |
| Spire Wealth Management | 568 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $27.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $26.0K | 0.02% | +501 | New |
| AdvisorNet Financial, Inc | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $25.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 480 | $24.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $24.1K | 0.02% | +465 | New |
| WealthCollab, LLC | 460 | $23.9K | 0.02% | +460 | New |
| Nordwand Advisors, LLC | 438 | $22.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $21.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $20.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $20.3K | 0.00% | +22+6.0% | Added |
| Global Retirement Partners, LLC | 389 | $19.7K | 0.00% | +2+0.5% | Added |
| Louisbourg Investments Inc. | 375 | $19.5K | 0.01% | +375 | New |
| First Pacific Financial | 367 | $19.0K | 0.01% | +367 | New |
| Umb Bank N A | 358 | $18.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $18.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $15.1K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $15.0K | 0.01% | +289 | New |
| Tacita Capital Inc | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $14.3K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $11.7K | 0.00% | +225 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.4K | 0.00% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $9.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 181 | $9.37K | 0.00% | +2+1.1% | Added |
| Armstrong Advisory Group, Inc | 177 | $9.18K | 0.00% | +177 | New |
| Householder Group Estate & Retirement Specialist, LLC | 187 | $9.00K | 0.00% | +2+1.1% | Added |
| Laurel Wealth Advisors LLC | 170 | $8.82K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $8.81K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $8.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $8.14K | 0.00% | +19+13.8% | Added |
| Ancora Advisors, LLC | 148 | $7.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 142 | $7.38K | 0.00% | −866−85.9% | Reduced |
| JFS Wealth Advisors, LLC | 139 | $7.21K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $6.45K | 0.00% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 122 | $6.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $6.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.13K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 71 | $3.68K | 0.00% | −48−40.3% | Reduced |
| Advisory Services Network, LLC | 70 | $3.63K | 0.00% | +70 | New |
| VitalStone Financial, LLC | 49 | $3.00K | 0.00% | −3−5.8% | Reduced |
| PFG Private Wealth Management, LLC | 57 | $2.96K | 0.00% | −65−53.3% | Reduced |
| Principal Securities, Inc. | 57 | $2.96K | 0.00% | +57 | New |
| Pacific Capital Wealth Advisors, Inc | 54 | $2.80K | 0.00% | +54 | New |
| First Personal Financial Services | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $1.71K | 0.00% | −51−60.7% | Reduced |
| Gradient Investments LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.09K | 0.00% | +21 | New |
| Mascoma Wealth Management LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $467 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| 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 |