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, Q1 2024
Institutional positions in Sun Life Financial Inc as of Mar 31, 2024. 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
- 419
- +25 vs. Q4 2023
- Shares held
- 274.1M
- +205.5K (+0.1%) vs. Q4 2023
- Total value
- $15.0B
- +$763.6M (+5.3%) vs. Q4 2023
- New holders
- 54
- 146 more added
- Sold out
- 29
- 121 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 41,159,496 | $2.25B | 0.55% | −198,359−0.5% | Reduced |
| Vanguard Group Inc | 23,241,910 | $1.27B | 0.03% | +359,028+1.6% | Added |
| TD Asset Management Inc | 16,107,748 | $879.8M | 0.82% | +442,197+2.8% | Added |
| Mackenzie Financial Corp | 14,295,620 | $780.3M | 1.13% | +208,916+1.5% | Added |
| FIL Ltd | 12,356,428 | $674.2M | 0.67% | +90,040+0.7% | Added |
| Bank of Montreal | 12,006,367 | $656.1M | 0.34% | +346,897+3.0% | Added |
| 1832 Asset Management L.P. | 9,717,197 | $530.4M | 0.97% | −8,429−0.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 9,674,613 | $528.4M | 2.72% | −226,649−2.3% | Reduced |
| Bank of Nova Scotia | 7,656,225 | $417.8M | 0.84% | −385,765−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 7,552,736 | $412.3M | 0.38% | +382,456+5.3% | Added |
| CIBC World Markets Inc. | 7,064,786 | $385.7M | 0.99% | −2,479,228−26.0% | Reduced |
| Toronto Dominion Bank | 6,642,564 | $362.6M | 0.57% | +1,991,360+42.8% | Added |
| Norges Bank | 6,415,377 | $350.2M | 0.06% | −58,346−0.9% | Reduced |
| CIBC Asset Management Inc | 5,501,728 | $300.3M | 1.04% | −578,436−9.5% | Reduced |
| National Bank of Canada | 5,232,448 | $262.0M | 0.46% | −835,417−13.8% | Reduced |
| FMR LLC | 4,723,716 | $257.7M | 0.02% | +78,736+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,657,944 | $254.3M | 1.09% | +987,898+26.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,185,999 | $234.1M | 1.69% | +108,845+3.5% | Added |
| Legal & General Group Plc | 3,971,769 | $216.8M | 0.06% | −95,683−2.4% | Reduced |
| Scotia Capital Inc. | 3,040,498 | $165.8M | 0.99% | +89,710+3.0% | Added |
| Morgan Stanley | 2,824,867 | $154.2M | 0.01% | −72,495−2.5% | Reduced |
| JPMorgan Chase & Co | 2,798,203 | $152.7M | 0.01% | +10,341+0.4% | Added |
| Letko, Brosseau & Associates Inc | 2,795,492 | $152.7M | 2.65% | −8,715−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,938,326 | $140.3M | 1.05% | +216,381+12.6% | Added |
| Goldman Sachs Group Inc | 2,543,991 | $138.9M | 0.03% | +923,190+57.0% | Added |
| British Columbia Investment Management Corp | 2,428,444 | $132.6M | 0.92% | +519,118+27.2% | Added |
| Amundi | 2,546,190 | $129.0M | 0.06% | −31,712−1.2% | Reduced |
| Geode Capital Management, LLC | 2,337,045 | $128.8M | 0.01% | +107,162+4.8% | Added |
| Alberta Investment Management Corp | 2,316,743 | $126.5M | 1.28% | 00.0% | Unchanged |
| Swiss National Bank | 1,764,800 | $96.3M | 0.07% | −143,600−7.5% | Reduced |
| Canada Pension Plan Investment Board | 1,674,130 | $91.4M | 0.10% | −154,322−8.4% | Reduced |
| Agf Management Ltd | 1,715,448 | $88.1M | 0.49% | +180,160+11.7% | Added |
| Invesco Ltd. | 1,525,279 | $83.2M | 0.02% | +3,492+0.2% | Added |
| Credit Suisse AG | 1,118,519 | $82.7M | 0.08% | −6,966−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,501,888 | $82.0M | 0.06% | +10,429+0.7% | Added |
| Value Partners Investments Inc. | 1,386,932 | $75.7M | 6.19% | −23,824−1.7% | Reduced |
| HSBC Holdings PLC | 1,384,598 | $75.5M | 0.05% | +1,314+0.1% | Added |
| Dimensional Fund Advisors LP | 1,343,624 | $73.3M | 0.02% | +200,958+17.6% | Added |
| First Trust Advisors LP | 1,124,923 | $61.4M | 0.06% | −226,354−16.8% | Reduced |
| Bank of America Corp | 1,092,716 | $59.6M | 0.01% | −1,004,036−47.9% | Reduced |
| QV Investors Inc. | 1,083,071 | $59.2M | 5.13% | +11,207+1.0% | Added |
| DekaBank Deutsche Girozentrale | 1,059,995 | $57.3M | 0.11% | +13,107+1.3% | Added |
| BlackRock Inc. | 1,009,917 | $55.1M | 0.00% | +56,549+5.9% | Added |
| Caisse de Depot Et Placement du Quebec | 846,125 | $46.2M | 0.11% | −371,400−30.5% | Reduced |
| Fiera Capital Corp | 825,727 | $45.1M | 0.13% | −16,799−2.0% | Reduced |
| Two Sigma Investments, LP | 780,981 | $42.6M | 0.10% | +780,981 | New |
| Cardinal Capital Management, Inc. | 771,631 | $42.1M | 1.87% | −13,922−1.8% | Reduced |
| Nuveen Asset Management, LLC | 749,324 | $40.9M | 0.01% | +117,286+18.6% | Added |
| Deutsche Bank AG | 720,362 | $39.3M | 0.02% | −24,281−3.3% | Reduced |
| Man Group plc | 676,164 | $36.9M | 0.10% | +72,170+11.9% | Added |
| Clark Capital Management Group, Inc. | 673,490 | $36.8M | 0.27% | +673,490 | New |
| UBS Group AG | 661,088 | $36.1M | 0.01% | −34,959−5.0% | Reduced |
| Russell Investments Group, Ltd. | 660,009 | $36.0M | 0.06% | +21,773+3.4% | Added |
| Great West Life Assurance Co | 630,708 | $34.5M | 0.07% | +23,235+3.8% | Added |
| Montrusco Bolton Investments Inc. | 627,294 | $34.3M | 0.36% | −5,308−0.8% | Reduced |
| Bank of New York Mellon Corp | 619,877 | $33.8M | 0.01% | −133,942−17.8% | Reduced |
| Triasima Portfolio Management inc. | 608,760 | $33.2M | 2.79% | −68,800−10.2% | Reduced |
| Northwest & Ethical Investments L.P. | 577,835 | $31.5M | 0.91% | +17,819+3.2% | Added |
| Aviva PLC | 547,049 | $29.9M | 0.10% | +47,774+9.6% | Added |
| Canoe Financial LP | 535,487 | $29.2M | 0.48% | −9,303−1.7% | Reduced |
| Allianz Asset Management GmbH | 520,963 | $28.5M | 0.05% | −651,062−55.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 494,612 | $27.0M | 0.10% | −244,624−33.1% | Reduced |
| Two Sigma Advisers, LP | 494,332 | $27.0M | 0.06% | +355,500+256.1% | Added |
| Korea Investment CORP | 487,966 | $26.7M | 0.07% | +13,483+2.8% | Added |
| Todd Asset Management LLC | 478,923 | $26.1M | 0.53% | +39,167+8.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,006 | $23.0M | 0.08% | −2,038−0.5% | Reduced |
| Qube Research & Technologies Ltd | 415,476 | $22.7M | 0.04% | −116,129−21.8% | Reduced |
| Guardian Capital LP | 388,614 | $21.2M | 0.74% | −3,707−0.9% | Reduced |
| Neuberger Berman Group LLC | 372,342 | $20.3M | 0.02% | +13,177+3.7% | Added |
| Prudential PLC | 359,475 | $19.6M | 0.16% | +10,448+3.0% | Added |
| State of Tennessee, Treasury Department | 334,257 | $18.3M | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 310,567 | $17.0M | 0.02% | +21,879+7.6% | Added |
| Franklin Resources Inc | 309,734 | $16.9M | 0.01% | −1,426−0.5% | Reduced |
| Forsta Ap-Fonden | 301,700 | $16.5M | 0.14% | +18,500+6.5% | Added |
| Northern Trust Corp | 293,692 | $16.0M | 0.00% | +6,789+2.4% | Added |
| Clearbridge Investments, LLC | 289,583 | $15.8M | 0.01% | −3,365−1.1% | Reduced |
| Bank of Nova Scotia Trust Co | 282,316 | $15.4M | 1.66% | +19,862+7.6% | Added |
| LGT Group Foundation | 276,886 | $15.1M | 0.36% | −50,150−15.3% | Reduced |
| Twin Tree Management, LP | 274,119 | $15.0M | 0.34% | +195,745+249.8% | Added |
| Acadian Asset Management LLC | 268,300 | $14.6M | 0.05% | +198,300+283.3% | Added |
| Teachers Retirement System of the State of Kentucky | 261,860 | $14.3M | 0.13% | +45,300+20.9% | Added |
| Varma Mutual Pension Insurance Co | 258,800 | $14.1M | 0.12% | +258,800 | New |
| Systematic Alpha Investments, LLC | 250,808 | $13.7M | 0.55% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 248,691 | $13.6M | 0.69% | +128,886+107.6% | Added |
| Crossmark Global Holdings, Inc. | 245,803 | $13.4M | 0.26% | −10,258−4.0% | Reduced |
| Ameriprise Financial Inc | 183,466 | $13.3M | 0.00% | +10,305+6.0% | Added |
| Mn Services Vermogensbeheer B.V. | 236,245 | $12.9M | 0.09% | −41,000−14.8% | Reduced |
| Jarislowsky, Fraser Ltd | 231,046 | $12.6M | 0.07% | +190.0% | Added |
| AXA S.A. | 206,759 | $11.3M | 0.03% | +53,609+35.0% | Added |
| Addenda Capital Inc. | 151,077 | $11.2M | 0.42% | +2,398+1.6% | Added |
| Hillsdale Investment Management Inc. | 201,664 | $11.0M | 0.87% | −207,786−50.7% | Reduced |
| Intact Investment Management Inc. | 194,294 | $10.6M | 0.42% | −1,128,756−85.3% | Reduced |
| Guardian Capital Advisors LP | 176,105 | $8.96M | 0.97% | −3,033−1.7% | Reduced |
| Renaissance Technologies LLC | 160,440 | $8.76M | 0.01% | −112,800−41.3% | Reduced |
| SIG North Trading, ULC | 158,216 | $8.64M | 3.16% | +158,216 | New |
| USS Investment Management Ltd | 152,743 | $8.34M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 151,264 | $8.26M | 0.01% | +110,552+271.5% | Added |
| Sienna Gestion | 149,414 | $8.16M | 0.75% | +149,414 | New |
| Achmea Investment Management B.V. | 145,778 | $7.96M | 0.15% | +8,608+6.3% | Added |
| Susquehanna Fundamental Investments, LLC | 144,100 | $7.86M | 0.37% | +144,100 | New |