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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 3,971,769 | $216.8M | 0.06% | −95,683−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,185,999 | $234.1M | 1.69% | +108,845+3.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,657,944 | $254.3M | 1.09% | +987,898+26.9% | Added |
| FMR LLC | 4,723,716 | $257.7M | 0.02% | +78,736+1.7% | Added |
| National Bank of Canada | 5,232,448 | $262.0M | 0.46% | −835,417−13.8% | Reduced |
| CIBC Asset Management Inc | 5,501,728 | $300.3M | 1.04% | −578,436−9.5% | Reduced |
| Norges Bank | 6,415,377 | $350.2M | 0.06% | −58,346−0.9% | Reduced |
| Toronto Dominion Bank | 6,642,564 | $362.6M | 0.57% | +1,991,360+42.8% | Added |
| CIBC World Markets Inc. | 7,064,786 | $385.7M | 0.99% | −2,479,228−26.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,552,736 | $412.3M | 0.38% | +382,456+5.3% | Added |
| Bank of Nova Scotia | 7,656,225 | $417.8M | 0.84% | −385,765−4.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 9,674,613 | $528.4M | 2.72% | −226,649−2.3% | Reduced |
| 1832 Asset Management L.P. | 9,717,197 | $530.4M | 0.97% | −8,429−0.1% | Reduced |
| Bank of Montreal | 12,006,367 | $656.1M | 0.34% | +346,897+3.0% | Added |
| FIL Ltd | 12,356,428 | $674.2M | 0.67% | +90,040+0.7% | Added |
| Mackenzie Financial Corp | 14,295,620 | $780.3M | 1.13% | +208,916+1.5% | Added |
| TD Asset Management Inc | 16,107,748 | $879.8M | 0.82% | +442,197+2.8% | Added |
| Vanguard Group Inc | 23,241,910 | $1.27B | 0.03% | +359,028+1.6% | Added |
| Royal Bank of Canada | 41,159,496 | $2.25B | 0.55% | −198,359−0.5% | Reduced |
| Power Corp of Canada | 0 | $0 | 0.00% | −115,004−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −80,441−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −66,354−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −48,732−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −42,746−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −39,158−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −32,170−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,753−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,915−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,397−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Engrave Wealth Partners LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Fairfield Financial Advisors, LTD | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |