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Livermore
ZHEN

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ1 2024: 419 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2024: $15.0B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Independence Bank of Kentucky2,844$155.2K0.05%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,883$157.4K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC2,899$158.2K0.13%00.0%Unchanged
Rhumbline Advisers2,931$160.0K0.00%+25+0.9%Added
City Holding Co3,200$174.7K0.03%−500−13.5%Reduced
Advisors Asset Management, Inc.3,267$178.3K0.00%−825−20.2%Reduced
CIBC Private Wealth Group, LLC3,584$193.4K0.00%+3,584New
Lindbrook Capital, LLC3,584$195.6K0.02%+23+0.6%Added
Well Done, LLC3,708$202.4K0.04%+3,708New
HighPoint Advisor Group LLC4,021$204.0K0.01%+4,021New
Ameritas Advisory Services, LLC3,898$204.8K0.01%+3,898New
Heathbridge Capital Management Ltd.3,800$207.3K0.08%+3,800New
Mitchell McLeod Pugh & Williams Inc3,848$210.0K0.05%+3,848New
Gulf International Bank (UK) Ltd3,909$213.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC3,921$214.0K0.01%+3,532+908.0%Added
Canopy Partners, LLC3,941$215.1K0.11%+27+0.7%Added
Parallel Advisors, LLC3,954$215.8K0.01%+475+13.7%Added
EverSource Wealth Advisors, LLC4,258$217.3K0.02%+131+3.2%Added
Clarius Group, LLC4,062$221.7K0.02%−450−10.0%Reduced
Duality Advisers, LP4,083$222.8K0.02%−51,538−92.7%Reduced
Ballast, Inc.4,083$222.8K0.07%00.0%Unchanged
Villere St Denis J & Co LLC4,177$228.0K0.02%00.0%Unchanged
Argent Trust Co4,177$228.0K0.01%00.0%Unchanged
Csenge Advisory Group4,247$231.8K0.01%+4,247New
MML Investors Services, LLC4,313$235.0K0.00%−1,663−27.8%Reduced
Susquehanna International Group, LLP4,312$235.3K0.00%+4,312New
Pathway Financial Advisors LLC4,339$236.8K0.06%00.0%Unchanged
Grayhawk Investment Strategies Inc.3,221$238.1K0.21%00.0%Unchanged
NewEdge Wealth, LLC4,638$241.5K0.01%+20+0.4%Added
Grey Street Capital, LLC4,459$243.4K0.03%+4,459New
Rathbone Brothers plc4,480$244.7K0.00%−10,960−71.0%Reduced
Lester Murray Antman dba SimplyRich4,474$245.0K0.08%00.0%Unchanged
Schechter Investment Advisors, LLC4,521$246.8K0.02%+365+8.8%Added
Capital City Trust Co4,596$250.8K0.07%00.0%Unchanged
Intrust Bank NA4,599$251.0K0.03%+149+3.3%Added
Northwest Bancshares, Inc.4,617$252.0K0.04%00.0%Unchanged
CWM, LLC4,632$253.0K0.00%+77+1.7%Added
Ieq Capital, LLC4,657$254.2K0.00%+37+0.8%Added
Keybank National Association4,822$263.2K0.00%−400−7.7%Reduced
Evergreen Capital Management LLC4,907$267.8K0.01%−184−3.6%Reduced
Confluence Wealth Services, Inc.4,985$272.1K0.02%00.0%Unchanged
CVA Family Office, LLC5,000$272.9K0.05%00.0%Unchanged
Stonebridge Capital Management Inc5,000$273.0K0.12%−845−14.5%Reduced
Ritholtz Wealth Management5,087$277.7K0.01%+12+0.2%Added
Regions Financial Corp5,134$280.2K0.00%−7−0.1%Reduced
Pinnacle Wealth Planning Services, Inc.5,143$280.7K0.04%00.0%Unchanged
PDS Planning, Inc5,245$286.3K0.03%+308+6.2%Added
Pacer Advisors, Inc.5,340$291.5K0.00%−196−3.5%Reduced
Graham Capital Management, L.P.5,366$292.9K0.01%+5,366New
Smithfield Trust Co5,394$294.0K0.02%00.0%Unchanged
PFG Investments, LLC5,403$294.9K0.02%+5,403New
Virtu Financial LLC5,476$299.0K0.02%+5,476New
Running Point Capital Advisors, LLC5,573$304.2K0.14%+114+2.1%Added
Baird Financial Group, Inc.5,661$309.0K0.00%−10.0%Reduced
Diversify Advisory Services, LLC5,744$309.9K0.02%+5,744New
Cozad Asset Management Inc5,697$310.9K0.03%−222−3.8%Reduced
Principal Securities, Inc.5,719$312.1K0.01%+5,662+9,933.3%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,776$315.2K0.01%+5,776New
FreeGulliver LLC5,872$320.5K0.28%00.0%Unchanged
First Affirmative Financial Network5,996$327.3K0.24%+726+13.8%Added
Alexander Labrunerie & Co., Inc.6,031$329.2K0.18%+6,031New
Susquehanna Portfolio Strategies, LLC6,100$332.9K0.01%00.0%Unchanged
West Family Investments, Inc.6,140$335.1K0.10%00.0%Unchanged
Pinnacle Associates Ltd6,166$336.5K0.01%+13+0.2%Added
Savant Capital, LLC6,238$340.5K0.00%00.0%Unchanged
Balentine LLC6,392$348.9K0.01%−1,210−15.9%Reduced
Wealth Enhancement Advisory Services, LLC6,526$356.2K0.00%−266−3.9%Reduced
Beacon Pointe Advisors, LLC6,534$356.6K0.00%+36+0.6%Added
Janney Montgomery Scott LLC6,556$358.0K0.00%−1,060−13.9%Reduced
Parsons Capital Management Inc6,667$363.9K0.02%00.0%Unchanged
Davidson Trust Co6,693$365.3K0.21%00.0%Unchanged
Financial Counselors Inc6,699$365.6K0.01%+96+1.5%Added
MONECO Advisors, LLC6,891$376.1K0.06%+27+0.4%Added
Sound View Wealth Advisors Group, LLC6,982$381.1K0.04%00.0%Unchanged
Mercer Global Advisors Inc7,044$384.0K0.00%−3,618−33.9%Reduced
TFB Advisors LLC7,506$386.5K0.14%+7,506New
St Germain D J Co Inc7,109$388.0K0.02%+1,362+23.7%Added
Axq Capital, LP7,120$388.6K0.09%+100+1.4%Added
Gotham Asset Management, LLC7,200$393.0K0.01%−278−3.7%Reduced
Syon Capital LLC7,299$398.4K0.04%+76+1.1%Added
Truist Financial Corp7,377$402.6K0.00%+461+6.7%Added
Boston Financial Mangement LLC7,491$408.9K0.01%00.0%Unchanged
Wambolt & Associates, LLC7,725$416.8K0.12%−9,934−56.3%Reduced
Am Investment Strategies LLC8,019$438.0K0.11%+18+0.2%Added
Claret Asset Management Corp8,334$455.0K0.08%+272+3.4%Added
Y-Intercept (Hong Kong) Ltd8,385$457.7K0.03%+8,385New
Rempart Asset Management Inc.8,531$465.8K0.09%−2,175−20.3%Reduced
Veriti Management LLC8,613$470.1K0.03%+880+11.4%Added
Tyler-Stone Wealth Management8,727$476.3K0.21%00.0%Unchanged
Brown Advisory Inc8,945$488.2K0.00%+1,640+22.5%Added
Tower Research Capital LLC (TRC)9,048$495.0K0.01%+5,325+143.0%Added
Prime Capital Investment Advisors, LLC9,337$509.6K0.01%−527−5.3%Reduced
Balyasny Asset Management LLC9,371$511.5K0.00%−74,750−88.9%Reduced
Glenmede Trust Co NA9,555$521.5K0.00%−54−0.6%Reduced
Woodstock Corp9,647$526.5K0.05%00.0%Unchanged
CI Private Wealth, LLC9,651$526.8K0.00%+137+1.4%Added
Yousif Capital Management, LLC9,682$528.4K0.01%+150+1.6%Added
Barometer Capital Management Inc.7,604$534.5K0.14%−2,206−22.5%Reduced
Private Advisor Group, LLC9,827$536.3K0.00%+68+0.7%Added
State of Wyoming9,979$545.0K0.09%+4,979+99.6%Added