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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,115 | $552.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,302 | $562.3K | 0.01% | +221+2.2% | Added |
| Captrust Financial Advisors | 10,355 | $565.2K | 0.00% | −7,031−40.4% | Reduced |
| LGT Fund Management Co Ltd. | 10,444 | $570.1K | 0.24% | +10,444 | New |
| Pathstone Holdings, LLC | 10,539 | $575.2K | 0.00% | −324−3.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,621 | $579.7K | 0.02% | −786−6.9% | Reduced |
| Park Avenue Securities LLC | 10,627 | $580.0K | 0.01% | +10,627 | New |
| Candriam Luxembourg S.C.A. | 10,750 | $587.1K | 0.00% | −747−6.5% | Reduced |
| Cigna Investments Inc | 10,816 | $591.0K | 0.11% | 00.0% | Unchanged |
| Sciencast Management LP | 10,907 | $595.3K | 0.36% | +10,907 | New |
| Fifth Third Bancorp | 11,074 | $604.4K | 0.00% | −1,271−10.3% | Reduced |
| UniSuper Management Pty Ltd | 8,200 | $606.1K | 0.01% | +4,000+95.2% | Added |
| Washington Trust Co | 11,471 | $626.1K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 11,627 | $634.6K | 0.00% | −385−3.2% | Reduced |
| Brinker Capital Investments, LLC | 11,631 | $634.8K | 0.01% | −198−1.7% | Reduced |
| Orion Portfolio Solutions, LLC | 11,631 | $634.8K | 0.01% | −198−1.7% | Reduced |
| Quilter Plc | 11,641 | $635.5K | 0.02% | −1,000−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 11,825 | $645.4K | 0.01% | −1,275−9.7% | Reduced |
| Verdence Capital Advisors LLC | 11,941 | $651.8K | 0.06% | 00.0% | Unchanged |
| State Street Corp | 11,952 | $652.3K | 0.00% | +249+2.1% | Added |
| Independent Advisor Alliance | 12,456 | $679.8K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 12,568 | $686.0K | 0.00% | +366+3.0% | Added |
| Cresset Asset Management, LLC | 12,800 | $698.6K | 0.00% | +2,709+26.8% | Added |
| JCIC Asset Management Inc. | 13,491 | $736.4K | 0.30% | −620−4.4% | Reduced |
| Squarepoint Ops LLC | 13,609 | $742.8K | 0.00% | +13,609 | New |
| Cumberland Partners Ltd | 14,046 | $766.9K | 0.06% | −70.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $810.5K | 0.09% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 15,055 | $821.7K | 0.00% | +15,055 | New |
| Shell Asset Management Co | 17,772 | $871.0K | 0.04% | −15,300−46.3% | Reduced |
| SEI Investments Co | 16,247 | $886.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,707 | $911.9K | 0.01% | +3,007+21.9% | Added |
| Advisory Resource Group | 17,179 | $937.6K | 0.22% | +3,387+24.6% | Added |
| The PNC Financial Services Group, Inc. | 17,462 | $953.1K | 0.00% | −148−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,566 | $959.0K | 0.00% | −115−0.7% | Reduced |
| HBK Sorce Advisory LLC | 18,200 | $993.4K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 18,523 | $1.01M | 0.02% | +2,656+16.7% | Added |
| HighTower Advisors, LLC | 19,325 | $1.05M | 0.00% | −694−3.5% | Reduced |
| Principal Financial Group Inc | 19,333 | $1.06M | 0.00% | +3,900+25.3% | Added |
| Capital World Investors | 19,432 | $1.06M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 20,189 | $1.10M | 0.01% | −103,236−83.6% | Reduced |
| Hilltop National Bank | 20,239 | $1.10M | 0.38% | +20,239 | New |
| Bessemer Group Inc | 20,478 | $1.12M | 0.00% | +18,313+845.9% | Added |
| US Bancorp | 20,608 | $1.12M | 0.00% | −70−0.3% | Reduced |
| Pinebridge Investments, L.P. | 15,309 | $1.13M | 0.01% | +15,309 | New |
| Engineers Gate Manager LP | 20,987 | $1.15M | 0.03% | +16,943+419.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,012 | $1.20M | 0.01% | +9,398+74.5% | Added |
| Mason & Associates Inc | 22,000 | $1.20M | 0.32% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 22,360 | $1.22M | 0.00% | −1,033−4.4% | Reduced |
| Cerity Partners LLC | 22,820 | $1.25M | 0.00% | +9,650+73.3% | Added |
| Signaturefd, LLC | 22,939 | $1.25M | 0.03% | +574+2.6% | Added |
| Pathway Financial Advisers, LLC | 23,506 | $1.28M | 0.46% | +607+2.7% | Added |
| Cidel Asset Management Inc | 23,746 | $1.30M | 0.10% | −270,597−91.9% | Reduced |
| United Services Automobile Association | 24,095 | $1.31M | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 18,308 | $1.35M | 0.23% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 24,813 | $1.35M | 0.01% | −8,642−25.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,907 | $1.36M | 0.15% | +12,965+108.6% | Added |
| Wetherby Asset Management Inc | 25,051 | $1.37M | 0.07% | −853−3.3% | Reduced |
| Swiss Life Asset Management Ltd | 28,053 | $1.53M | 0.02% | +8,339+42.3% | Added |
| Investment Management Corp of Ontario | 28,398 | $1.55M | 0.05% | −22,519−44.2% | Reduced |
| APG Asset Management N.V. | 30,654 | $1.55M | 0.00% | +14,100+85.2% | Added |
| Millennium Management LLC | 29,431 | $1.61M | 0.00% | −192,567−86.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,680 | $1.62M | 0.06% | −14,437−32.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 30,307 | $1.64M | 0.12% | +14,578+92.7% | Added |
| Erste Asset Management GmbH | 30,500 | $1.66M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 30,986 | $1.69M | 0.01% | −799−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,081 | $1.81M | 0.00% | −1,796−5.1% | Reduced |
| Metis Global Partners, LLC | 33,161 | $1.81M | 0.07% | −1,686−4.8% | Reduced |
| LPL Financial LLC | 33,624 | $1.84M | 0.00% | +4,278+14.6% | Added |
| Barclays PLC | 34,515 | $1.88M | 0.00% | +9,926+40.4% | Added |
| Raymond James & Associates | 34,573 | $1.89M | 0.00% | +1,282+3.9% | Added |
| Creative Planning | 35,919 | $1.96M | 0.00% | +2,843+8.6% | Added |
| Intech Investment Management LLC | 35,902 | $1.96M | 0.03% | +35,902 | New |
| Natixis Advisors, L.P. | 36,237 | $1.98M | 0.00% | +2,240+6.6% | Added |
| Dorchester Wealth Management Co | 40,190 | $2.19M | 0.39% | +354+0.9% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.25M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 41,254 | $2.25M | 0.00% | +2,830+7.4% | Added |
| Gold Investment Management Ltd. | 42,551 | $2.32M | 0.94% | +44+0.1% | Added |
| K.J. Harrison & Partners Inc | 43,104 | $2.35M | 0.36% | +43,104 | New |
| Mariner, LLC | 44,343 | $2.42M | 0.01% | +4,147+10.3% | Added |
| Alliancebernstein L.P. | 46,583 | $2.54M | 0.00% | +3,791+8.9% | Added |
| Kraematon Investment Advisors, Inc | 46,638 | $2.55M | 2.56% | −962−2.0% | Reduced |
| Vontobel Holding Ltd. | 47,088 | $2.57M | 0.02% | −84−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 47,213 | $2.58M | 0.01% | +20,735+78.3% | Added |
| Quantinno Capital Management LP | 48,882 | $2.67M | 0.06% | +5,254+12.0% | Added |
| Harvest Portfolios Group Inc. | 52,339 | $2.86M | 0.11% | −4,164−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 54,418 | $2.97M | 0.26% | −51,707−48.7% | Reduced |
| Ninepoint Partners LP | 58,717 | $3.20M | 0.41% | +58,717 | New |
| PCJ Investment Counsel Ltd. | 59,240 | $3.23M | 1.07% | +1,200+2.1% | Added |
| Assenagon Asset Management S.A. | 60,128 | $3.28M | 0.01% | +1,841+3.2% | Added |
| Commonwealth Equity Services, LLC | 60,668 | $3.31M | 0.01% | −473−0.8% | Reduced |
| Meritage Portfolio Management | 61,926 | $3.38M | 0.22% | +61,926 | New |
| Cetera Investment Advisers | 64,240 | $3.51M | 0.01% | +33,401+108.3% | Added |
| Ossiam | 67,893 | $3.71M | 0.06% | +11,077+19.5% | Added |
| Utah Retirement Systems | 68,983 | $3.77M | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 70,449 | $3.85M | 0.90% | −700−1.0% | Reduced |
| Janus Henderson Group PLC | 75,298 | $4.12M | 0.00% | −3,500−4.4% | Reduced |
| Prudential Financial Inc | 77,339 | $4.22M | 0.01% | +12,264+18.8% | Added |
| Public Sector Pension Investment Board | 78,887 | $4.31M | 0.03% | −652,893−89.2% | Reduced |
| Van Eck Associates Corp | 80,897 | $4.42M | 0.01% | +11,952+17.3% | Added |
| Maryland State Retirement & Pension System | 89,681 | $4.49M | 0.09% | +12,111+15.6% | Added |