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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 88,200 | $4.80M | 0.08% | +88,200 | New |
| Burney Co | 89,252 | $4.87M | 0.19% | +238+0.3% | Added |
| Credential Qtrade Securities Inc. | 93,683 | $5.11M | 0.27% | −48−0.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 95,632 | $5.16M | 0.33% | +46,864+96.1% | Added |
| Motco | 97,897 | $5.34M | 0.32% | −2,597−2.6% | Reduced |
| Wells Fargo & Company | 99,125 | $5.41M | 0.00% | +2,553+2.6% | Added |
| Envestnet Asset Management Inc | 101,273 | $5.53M | 0.00% | +75,255+289.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 102,436 | $5.59M | 0.03% | −20,940−17.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 104,584 | $5.71M | 0.57% | −23,046−18.1% | Reduced |
| Price T Rowe Associates Inc | 105,050 | $5.73M | 0.00% | +3,423+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 111,804 | $6.10M | 0.07% | −12,179−9.8% | Reduced |
| Citigroup Inc | 113,541 | $6.20M | 0.01% | −27,454−19.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 114,852 | $6.27M | 1.96% | +7,974+7.5% | Added |
| Unigestion Holding SA | 119,413 | $6.52M | 0.32% | +119,413 | New |
| American Century Companies Inc | 123,570 | $6.74M | 0.00% | +16,544+15.5% | Added |
| Royal London Asset Management Ltd | 127,438 | $6.96M | 0.02% | +119,663+1,539.1% | Added |
| Wellington Management Group LLP | 130,704 | $7.14M | 0.00% | +13,089+11.1% | Added |
| Citadel Advisors LLC | 140,739 | $7.68M | 0.01% | −155,424−52.5% | Reduced |
| AustralianSuper Pty Ltd | 142,243 | $7.70M | 0.05% | +142,243 | New |
| Susquehanna Fundamental Investments, LLC | 144,100 | $7.86M | 0.37% | +144,100 | New |
| Achmea Investment Management B.V. | 145,778 | $7.96M | 0.15% | +8,608+6.3% | Added |
| Sienna Gestion | 149,414 | $8.16M | 0.75% | +149,414 | New |
| Jane Street Group, LLC | 151,264 | $8.26M | 0.01% | +110,552+271.5% | Added |
| USS Investment Management Ltd | 152,743 | $8.34M | 0.07% | 00.0% | Unchanged |
| SIG North Trading, ULC | 158,216 | $8.64M | 3.16% | +158,216 | New |
| Renaissance Technologies LLC | 160,440 | $8.76M | 0.01% | −112,800−41.3% | Reduced |
| Guardian Capital Advisors LP | 176,105 | $8.96M | 0.97% | −3,033−1.7% | Reduced |
| Intact Investment Management Inc. | 194,294 | $10.6M | 0.42% | −1,128,756−85.3% | Reduced |
| Hillsdale Investment Management Inc. | 201,664 | $11.0M | 0.87% | −207,786−50.7% | Reduced |
| Addenda Capital Inc. | 151,077 | $11.2M | 0.42% | +2,398+1.6% | Added |
| AXA S.A. | 206,759 | $11.3M | 0.03% | +53,609+35.0% | Added |
| Jarislowsky, Fraser Ltd | 231,046 | $12.6M | 0.07% | +190.0% | Added |
| Mn Services Vermogensbeheer B.V. | 236,245 | $12.9M | 0.09% | −41,000−14.8% | Reduced |
| Ameriprise Financial Inc | 183,466 | $13.3M | 0.00% | +10,305+6.0% | Added |
| Crossmark Global Holdings, Inc. | 245,803 | $13.4M | 0.26% | −10,258−4.0% | Reduced |
| Waratah Capital Advisors Ltd. | 248,691 | $13.6M | 0.69% | +128,886+107.6% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $13.7M | 0.55% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 258,800 | $14.1M | 0.12% | +258,800 | New |
| Teachers Retirement System of the State of Kentucky | 261,860 | $14.3M | 0.13% | +45,300+20.9% | Added |
| Acadian Asset Management LLC | 268,300 | $14.6M | 0.05% | +198,300+283.3% | Added |
| Twin Tree Management, LP | 274,119 | $15.0M | 0.34% | +195,745+249.8% | Added |
| LGT Group Foundation | 276,886 | $15.1M | 0.36% | −50,150−15.3% | Reduced |
| Bank of Nova Scotia Trust Co | 282,316 | $15.4M | 1.66% | +19,862+7.6% | Added |
| Clearbridge Investments, LLC | 289,583 | $15.8M | 0.01% | −3,365−1.1% | Reduced |
| Northern Trust Corp | 293,692 | $16.0M | 0.00% | +6,789+2.4% | Added |
| Forsta Ap-Fonden | 301,700 | $16.5M | 0.14% | +18,500+6.5% | Added |
| Franklin Resources Inc | 309,734 | $16.9M | 0.01% | −1,426−0.5% | Reduced |
| Pictet Asset Management Holding SA | 310,567 | $17.0M | 0.02% | +21,879+7.6% | Added |
| State of Tennessee, Treasury Department | 334,257 | $18.3M | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 359,475 | $19.6M | 0.16% | +10,448+3.0% | Added |
| Neuberger Berman Group LLC | 372,342 | $20.3M | 0.02% | +13,177+3.7% | Added |
| Guardian Capital LP | 388,614 | $21.2M | 0.74% | −3,707−0.9% | Reduced |
| Qube Research & Technologies Ltd | 415,476 | $22.7M | 0.04% | −116,129−21.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,006 | $23.0M | 0.08% | −2,038−0.5% | Reduced |
| Todd Asset Management LLC | 478,923 | $26.1M | 0.53% | +39,167+8.9% | Added |
| Korea Investment CORP | 487,966 | $26.7M | 0.07% | +13,483+2.8% | Added |
| Two Sigma Advisers, LP | 494,332 | $27.0M | 0.06% | +355,500+256.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 494,612 | $27.0M | 0.10% | −244,624−33.1% | Reduced |
| Allianz Asset Management GmbH | 520,963 | $28.5M | 0.05% | −651,062−55.6% | Reduced |
| Canoe Financial LP | 535,487 | $29.2M | 0.48% | −9,303−1.7% | Reduced |
| Aviva PLC | 547,049 | $29.9M | 0.10% | +47,774+9.6% | Added |
| Northwest & Ethical Investments L.P. | 577,835 | $31.5M | 0.91% | +17,819+3.2% | Added |
| Triasima Portfolio Management inc. | 608,760 | $33.2M | 2.79% | −68,800−10.2% | Reduced |
| Bank of New York Mellon Corp | 619,877 | $33.8M | 0.01% | −133,942−17.8% | Reduced |
| Montrusco Bolton Investments Inc. | 627,294 | $34.3M | 0.36% | −5,308−0.8% | Reduced |
| Great West Life Assurance Co | 630,708 | $34.5M | 0.07% | +23,235+3.8% | Added |
| Russell Investments Group, Ltd. | 660,009 | $36.0M | 0.06% | +21,773+3.4% | Added |
| UBS Group AG | 661,088 | $36.1M | 0.01% | −34,959−5.0% | Reduced |
| Clark Capital Management Group, Inc. | 673,490 | $36.8M | 0.27% | +673,490 | New |
| Man Group plc | 676,164 | $36.9M | 0.10% | +72,170+11.9% | Added |
| Deutsche Bank AG | 720,362 | $39.3M | 0.02% | −24,281−3.3% | Reduced |
| Nuveen Asset Management, LLC | 749,324 | $40.9M | 0.01% | +117,286+18.6% | Added |
| Cardinal Capital Management, Inc. | 771,631 | $42.1M | 1.87% | −13,922−1.8% | Reduced |
| Two Sigma Investments, LP | 780,981 | $42.6M | 0.10% | +780,981 | New |
| Fiera Capital Corp | 825,727 | $45.1M | 0.13% | −16,799−2.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 846,125 | $46.2M | 0.11% | −371,400−30.5% | Reduced |
| BlackRock Inc. | 1,009,917 | $55.1M | 0.00% | +56,549+5.9% | Added |
| DekaBank Deutsche Girozentrale | 1,059,995 | $57.3M | 0.11% | +13,107+1.3% | Added |
| QV Investors Inc. | 1,083,071 | $59.2M | 5.13% | +11,207+1.0% | Added |
| Bank of America Corp | 1,092,716 | $59.6M | 0.01% | −1,004,036−47.9% | Reduced |
| First Trust Advisors LP | 1,124,923 | $61.4M | 0.06% | −226,354−16.8% | Reduced |
| Dimensional Fund Advisors LP | 1,343,624 | $73.3M | 0.02% | +200,958+17.6% | Added |
| HSBC Holdings PLC | 1,384,598 | $75.5M | 0.05% | +1,314+0.1% | Added |
| Value Partners Investments Inc. | 1,386,932 | $75.7M | 6.19% | −23,824−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,501,888 | $82.0M | 0.06% | +10,429+0.7% | Added |
| Credit Suisse AG | 1,118,519 | $82.7M | 0.08% | −6,966−0.6% | Reduced |
| Invesco Ltd. | 1,525,279 | $83.2M | 0.02% | +3,492+0.2% | Added |
| Agf Management Ltd | 1,715,448 | $88.1M | 0.49% | +180,160+11.7% | Added |
| Canada Pension Plan Investment Board | 1,674,130 | $91.4M | 0.10% | −154,322−8.4% | Reduced |
| Swiss National Bank | 1,764,800 | $96.3M | 0.07% | −143,600−7.5% | Reduced |
| Alberta Investment Management Corp | 2,316,743 | $126.5M | 1.28% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,337,045 | $128.8M | 0.01% | +107,162+4.8% | Added |
| Amundi | 2,546,190 | $129.0M | 0.06% | −31,712−1.2% | Reduced |
| British Columbia Investment Management Corp | 2,428,444 | $132.6M | 0.92% | +519,118+27.2% | Added |
| Goldman Sachs Group Inc | 2,543,991 | $138.9M | 0.03% | +923,190+57.0% | Added |
| TD Waterhouse Canada Inc. | 1,938,326 | $140.3M | 1.05% | +216,381+12.6% | Added |
| Letko, Brosseau & Associates Inc | 2,795,492 | $152.7M | 2.65% | −8,715−0.3% | Reduced |
| JPMorgan Chase & Co | 2,798,203 | $152.7M | 0.01% | +10,341+0.4% | Added |
| Morgan Stanley | 2,824,867 | $154.2M | 0.01% | −72,495−2.5% | Reduced |
| Scotia Capital Inc. | 3,040,498 | $165.8M | 0.99% | +89,710+3.0% | Added |