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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9 | $491 | 0.00% | +9 | New |
| Beaird Harris Wealth Management, LLC | 9 | $492 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $819 | 0.00% | +15 | New |
| Mascoma Wealth Management LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $1.42K | 0.00% | +26 | New |
| Mather Group, LLC. | 30 | $1.56K | 0.00% | +30 | New |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 45 | $2.46K | 0.00% | +45 | New |
| First Financial Corp | 47 | $2.56K | 0.00% | +47 | New |
| First Personal Financial Services | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $2.95K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 51 | $3.00K | 0.00% | +2+4.1% | Added |
| PFG Private Wealth Management, LLC | 57 | $3.11K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $5.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.40K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 116 | $6.33K | 0.00% | +45+63.4% | Added |
| GHP Investment Advisors, Inc. | 119 | $6.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $6.66K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 139 | $7.59K | 0.00% | +139 | New |
| JFS Wealth Advisors, LLC | 140 | $7.64K | 0.00% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 147 | $8.02K | 0.00% | −10−6.4% | Reduced |
| Ancora Advisors, LLC | 148 | $8.08K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $9.01K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 177 | $9.18K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $9.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 182 | $9.93K | 0.00% | +1+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $10.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 189 | $10.3K | 0.00% | +2+1.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 229 | $12.3K | 0.00% | +87+61.3% | Added |
| IFP Advisors, Inc | 239 | $13.0K | 0.00% | −475−66.5% | Reduced |
| Exchange Traded Concepts, LLC | 263 | $14.4K | 0.00% | +230+697.0% | Added |
| Your Advocates Ltd., LLP | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $15.8K | 0.01% | 00.0% | Unchanged |
| MUFG Securities (Canada), Ltd. | 304 | $16.6K | 0.00% | +304 | New |
| TruNorth Capital Management, LLC | 330 | $18.0K | 0.01% | +330 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 348 | $19.0K | 0.00% | +224+180.6% | Added |
| Westside Investment Management, Inc. | 355 | $19.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 356 | $19.4K | 0.00% | +64+21.9% | Added |
| Hazlett, Burt & Watson, Inc. | 370 | $20.0K | 0.01% | −130−26.0% | Reduced |
| Lazard Asset Management LLC | 380 | $20.0K | 0.00% | +380 | New |
| Allworth Financial LP | 369 | $20.1K | 0.00% | −1,187−76.3% | Reduced |
| Geneos Wealth Management Inc. | 391 | $21.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $21.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 397 | $21.7K | 0.02% | +397 | New |
| Umb Bank N A | 409 | $22.3K | 0.00% | +51+14.2% | Added |
| Headlands Technologies LLC | 411 | $22.4K | 0.01% | −416−50.3% | Reduced |
| Duncker Streett & Co Inc | 414 | $22.6K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $23.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $24.7K | 0.00% | +452 | New |
| WealthCollab, LLC | 460 | $25.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $25.4K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $26.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $27.3K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $27.3K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $28.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $31.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $40.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $40.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $43.0K | 0.00% | −325−29.2% | Reduced |
| Proequities, Inc. | 787 | $43.4K | 0.00% | +787 | New |
| Private Wealth Management Group, LLC | 797 | $43.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $47.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $48.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 928 | $50.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 940 | $51.3K | 0.01% | −43−4.4% | Reduced |
| Abound Wealth Management | 982 | $53.6K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 994 | $54.3K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,013 | $55.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $56.7K | 0.00% | −200−15.4% | Reduced |
| Central Trust Co | 1,200 | $65.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $68.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $69.6K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $70.7K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,311 | $72.0K | 0.01% | −700−34.8% | Reduced |
| Louisbourg Investments Inc. | 1,380 | $75.4K | 0.02% | +1,005+268.0% | Added |
| Creative Financial Designs Inc | 1,389 | $75.8K | 0.01% | −702−33.6% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,400 | $76.5K | 0.00% | +1,400 | New |
| Jones Financial Companies LLLP | 1,408 | $76.8K | 0.00% | +1,408 | New |
| Lowe Wealth Advisors, LLC | 1,533 | $83.7K | 0.04% | +2+0.1% | Added |
| Harbour Investments, Inc. | 1,726 | $94.2K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $102.1K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,926 | $102.5K | 0.01% | +963+100.0% | Added |
| Capital Advisors, Ltd. LLC | 1,903 | $104.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $109.2K | 0.02% | +2,000 | New |
| Massmutual Trust Co FSB | 2,013 | $109.9K | 0.00% | +43+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,139 | $115.7K | 0.00% | −100−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,165 | $118.2K | 0.00% | +46+2.2% | Added |
| Quadrant Capital Group LLC | 2,226 | $121.5K | 0.01% | −509−18.6% | Reduced |
| Macquarie Group Ltd | 2,396 | $130.8K | 0.00% | +2,396 | New |
| Credit Agricole S A | 2,639 | $133.7K | 0.00% | +408+18.3% | Added |
| Huntington National Bank | 2,558 | $139.6K | 0.00% | −17−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,619 | $143.0K | 0.00% | +709+37.1% | Added |
| First Horizon Advisors, Inc. | 2,771 | $151.2K | 0.00% | 00.0% | Unchanged |