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 |
|---|---|---|---|---|---|
| AustralianSuper Pty Ltd | 142,243 | $7.70M | 0.05% | +142,243 | New |
| Citadel Advisors LLC | 140,739 | $7.68M | 0.01% | −155,424−52.5% | Reduced |
| Wellington Management Group LLP | 130,704 | $7.14M | 0.00% | +13,089+11.1% | Added |
| Royal London Asset Management Ltd | 127,438 | $6.96M | 0.02% | +119,663+1,539.1% | Added |
| American Century Companies Inc | 123,570 | $6.74M | 0.00% | +16,544+15.5% | Added |
| Unigestion Holding SA | 119,413 | $6.52M | 0.32% | +119,413 | New |
| Lorne Steinberg Wealth Management Inc. | 114,852 | $6.27M | 1.96% | +7,974+7.5% | Added |
| Citigroup Inc | 113,541 | $6.20M | 0.01% | −27,454−19.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,804 | $6.10M | 0.07% | −12,179−9.8% | Reduced |
| Price T Rowe Associates Inc | 105,050 | $5.73M | 0.00% | +3,423+3.4% | Added |
| Gluskin Sheff & Assoc Inc | 104,584 | $5.71M | 0.57% | −23,046−18.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 102,436 | $5.59M | 0.03% | −20,940−17.0% | Reduced |
| Envestnet Asset Management Inc | 101,273 | $5.53M | 0.00% | +75,255+289.2% | Added |
| Wells Fargo & Company | 99,125 | $5.41M | 0.00% | +2,553+2.6% | Added |
| Motco | 97,897 | $5.34M | 0.32% | −2,597−2.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 95,632 | $5.16M | 0.33% | +46,864+96.1% | Added |
| Credential Qtrade Securities Inc. | 93,683 | $5.11M | 0.27% | −48−0.1% | Reduced |
| Burney Co | 89,252 | $4.87M | 0.19% | +238+0.3% | Added |
| Quadrature Capital Ltd | 88,200 | $4.80M | 0.08% | +88,200 | New |
| Maryland State Retirement & Pension System | 89,681 | $4.49M | 0.09% | +12,111+15.6% | Added |
| Van Eck Associates Corp | 80,897 | $4.42M | 0.01% | +11,952+17.3% | Added |
| Public Sector Pension Investment Board | 78,887 | $4.31M | 0.03% | −652,893−89.2% | Reduced |
| Prudential Financial Inc | 77,339 | $4.22M | 0.01% | +12,264+18.8% | Added |
| Janus Henderson Group PLC | 75,298 | $4.12M | 0.00% | −3,500−4.4% | Reduced |
| Symphony Financial, Ltd. Co. | 70,449 | $3.85M | 0.90% | −700−1.0% | Reduced |
| Utah Retirement Systems | 68,983 | $3.77M | 0.04% | 00.0% | Unchanged |
| Ossiam | 67,893 | $3.71M | 0.06% | +11,077+19.5% | Added |
| Cetera Investment Advisers | 64,240 | $3.51M | 0.01% | +33,401+108.3% | Added |
| Meritage Portfolio Management | 61,926 | $3.38M | 0.22% | +61,926 | New |
| Commonwealth Equity Services, LLC | 60,668 | $3.31M | 0.01% | −473−0.8% | Reduced |
| Assenagon Asset Management S.A. | 60,128 | $3.28M | 0.01% | +1,841+3.2% | Added |
| PCJ Investment Counsel Ltd. | 59,240 | $3.23M | 1.07% | +1,200+2.1% | Added |
| Ninepoint Partners LP | 58,717 | $3.20M | 0.41% | +58,717 | New |
| Campbell & CO Investment Adviser LLC | 54,418 | $2.97M | 0.26% | −51,707−48.7% | Reduced |
| Harvest Portfolios Group Inc. | 52,339 | $2.86M | 0.11% | −4,164−7.4% | Reduced |
| Quantinno Capital Management LP | 48,882 | $2.67M | 0.06% | +5,254+12.0% | Added |
| Advisor Group Holdings, Inc. | 47,213 | $2.58M | 0.01% | +20,735+78.3% | Added |
| Vontobel Holding Ltd. | 47,088 | $2.57M | 0.02% | −84−0.2% | Reduced |
| Kraematon Investment Advisors, Inc | 46,638 | $2.55M | 2.56% | −962−2.0% | Reduced |
| Alliancebernstein L.P. | 46,583 | $2.54M | 0.00% | +3,791+8.9% | Added |
| Mariner, LLC | 44,343 | $2.42M | 0.01% | +4,147+10.3% | Added |
| K.J. Harrison & Partners Inc | 43,104 | $2.35M | 0.36% | +43,104 | New |
| Gold Investment Management Ltd. | 42,551 | $2.32M | 0.94% | +44+0.1% | Added |
| Stifel Financial Corp | 41,254 | $2.25M | 0.00% | +2,830+7.4% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.25M | 0.00% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 40,190 | $2.19M | 0.39% | +354+0.9% | Added |
| Natixis Advisors, L.P. | 36,237 | $1.98M | 0.00% | +2,240+6.6% | Added |
| Intech Investment Management LLC | 35,902 | $1.96M | 0.03% | +35,902 | New |
| Creative Planning | 35,919 | $1.96M | 0.00% | +2,843+8.6% | Added |
| Raymond James & Associates | 34,573 | $1.89M | 0.00% | +1,282+3.9% | Added |
| Barclays PLC | 34,515 | $1.88M | 0.00% | +9,926+40.4% | Added |
| LPL Financial LLC | 33,624 | $1.84M | 0.00% | +4,278+14.6% | Added |
| Metis Global Partners, LLC | 33,161 | $1.81M | 0.07% | −1,686−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,081 | $1.81M | 0.00% | −1,796−5.1% | Reduced |
| M&T Bank Corp | 30,986 | $1.69M | 0.01% | −799−2.5% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.66M | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 30,307 | $1.64M | 0.12% | +14,578+92.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,680 | $1.62M | 0.06% | −14,437−32.7% | Reduced |
| Millennium Management LLC | 29,431 | $1.61M | 0.00% | −192,567−86.7% | Reduced |
| APG Asset Management N.V. | 30,654 | $1.55M | 0.00% | +14,100+85.2% | Added |
| Investment Management Corp of Ontario | 28,398 | $1.55M | 0.05% | −22,519−44.2% | Reduced |
| Swiss Life Asset Management Ltd | 28,053 | $1.53M | 0.02% | +8,339+42.3% | Added |
| Wetherby Asset Management Inc | 25,051 | $1.37M | 0.07% | −853−3.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,907 | $1.36M | 0.15% | +12,965+108.6% | Added |
| Ontario Teachers Pension Plan Board | 24,813 | $1.35M | 0.01% | −8,642−25.8% | Reduced |
| V-Square Quantitative Management LLC | 18,308 | $1.35M | 0.23% | 00.0% | Unchanged |
| United Services Automobile Association | 24,095 | $1.31M | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 23,746 | $1.30M | 0.10% | −270,597−91.9% | Reduced |
| Pathway Financial Advisers, LLC | 23,506 | $1.28M | 0.46% | +607+2.7% | Added |
| Signaturefd, LLC | 22,939 | $1.25M | 0.03% | +574+2.6% | Added |
| Cerity Partners LLC | 22,820 | $1.25M | 0.00% | +9,650+73.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,360 | $1.22M | 0.00% | −1,033−4.4% | Reduced |
| Mason & Associates Inc | 22,000 | $1.20M | 0.32% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,012 | $1.20M | 0.01% | +9,398+74.5% | Added |
| Engineers Gate Manager LP | 20,987 | $1.15M | 0.03% | +16,943+419.0% | Added |
| Pinebridge Investments, L.P. | 15,309 | $1.13M | 0.01% | +15,309 | New |
| US Bancorp | 20,608 | $1.12M | 0.00% | −70−0.3% | Reduced |
| Bessemer Group Inc | 20,478 | $1.12M | 0.00% | +18,313+845.9% | Added |
| Hilltop National Bank | 20,239 | $1.10M | 0.38% | +20,239 | New |
| Cubist Systematic Strategies, LLC | 20,189 | $1.10M | 0.01% | −103,236−83.6% | Reduced |
| Capital World Investors | 19,432 | $1.06M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 19,333 | $1.06M | 0.00% | +3,900+25.3% | Added |
| HighTower Advisors, LLC | 19,325 | $1.05M | 0.00% | −694−3.5% | Reduced |
| JustInvest LLC | 18,523 | $1.01M | 0.02% | +2,656+16.7% | Added |
| HBK Sorce Advisory LLC | 18,200 | $993.4K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,566 | $959.0K | 0.00% | −115−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 17,462 | $953.1K | 0.00% | −148−0.8% | Reduced |
| Advisory Resource Group | 17,179 | $937.6K | 0.22% | +3,387+24.6% | Added |
| Kestra Advisory Services, LLC | 16,707 | $911.9K | 0.01% | +3,007+21.9% | Added |
| SEI Investments Co | 16,247 | $886.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 17,772 | $871.0K | 0.04% | −15,300−46.3% | Reduced |
| Voloridge Investment Management, LLC | 15,055 | $821.7K | 0.00% | +15,055 | New |
| Texas Capital Bank Wealth Management Services Inc | 14,849 | $810.5K | 0.09% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 14,046 | $766.9K | 0.06% | −70.0% | Reduced |
| Squarepoint Ops LLC | 13,609 | $742.8K | 0.00% | +13,609 | New |
| JCIC Asset Management Inc. | 13,491 | $736.4K | 0.30% | −620−4.4% | Reduced |
| Cresset Asset Management, LLC | 12,800 | $698.6K | 0.00% | +2,709+26.8% | Added |
| Blair William & Co | 12,568 | $686.0K | 0.00% | +366+3.0% | Added |
| Independent Advisor Alliance | 12,456 | $679.8K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 11,952 | $652.3K | 0.00% | +249+2.1% | Added |