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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 11,941 | $651.8K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,825 | $645.4K | 0.01% | −1,275−9.7% | Reduced |
| Quilter Plc | 11,641 | $635.5K | 0.02% | −1,000−7.9% | 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 |
| King Luther Capital Management Corp | 11,627 | $634.6K | 0.00% | −385−3.2% | Reduced |
| Washington Trust Co | 11,471 | $626.1K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 8,200 | $606.1K | 0.01% | +4,000+95.2% | Added |
| Fifth Third Bancorp | 11,074 | $604.4K | 0.00% | −1,271−10.3% | Reduced |
| Sciencast Management LP | 10,907 | $595.3K | 0.36% | +10,907 | New |
| Cigna Investments Inc | 10,816 | $591.0K | 0.11% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 10,750 | $587.1K | 0.00% | −747−6.5% | Reduced |
| Park Avenue Securities LLC | 10,627 | $580.0K | 0.01% | +10,627 | New |
| NorthCrest Asset Manangement, LLC | 10,621 | $579.7K | 0.02% | −786−6.9% | Reduced |
| Pathstone Holdings, LLC | 10,539 | $575.2K | 0.00% | −324−3.0% | Reduced |
| LGT Fund Management Co Ltd. | 10,444 | $570.1K | 0.24% | +10,444 | New |
| Captrust Financial Advisors | 10,355 | $565.2K | 0.00% | −7,031−40.4% | Reduced |
| Sequoia Financial Advisors, LLC | 10,302 | $562.3K | 0.01% | +221+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,115 | $552.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9,979 | $545.0K | 0.09% | +4,979+99.6% | Added |
| Private Advisor Group, LLC | 9,827 | $536.3K | 0.00% | +68+0.7% | Added |
| Barometer Capital Management Inc. | 7,604 | $534.5K | 0.14% | −2,206−22.5% | Reduced |
| Yousif Capital Management, LLC | 9,682 | $528.4K | 0.01% | +150+1.6% | Added |
| CI Private Wealth, LLC | 9,651 | $526.8K | 0.00% | +137+1.4% | Added |
| Woodstock Corp | 9,647 | $526.5K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,555 | $521.5K | 0.00% | −54−0.6% | Reduced |
| Balyasny Asset Management LLC | 9,371 | $511.5K | 0.00% | −74,750−88.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,337 | $509.6K | 0.01% | −527−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,048 | $495.0K | 0.01% | +5,325+143.0% | Added |
| Brown Advisory Inc | 8,945 | $488.2K | 0.00% | +1,640+22.5% | Added |
| Tyler-Stone Wealth Management | 8,727 | $476.3K | 0.21% | 00.0% | Unchanged |
| Veriti Management LLC | 8,613 | $470.1K | 0.03% | +880+11.4% | Added |
| Rempart Asset Management Inc. | 8,531 | $465.8K | 0.09% | −2,175−20.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,385 | $457.7K | 0.03% | +8,385 | New |
| Claret Asset Management Corp | 8,334 | $455.0K | 0.08% | +272+3.4% | Added |
| Am Investment Strategies LLC | 8,019 | $438.0K | 0.11% | +18+0.2% | Added |
| Wambolt & Associates, LLC | 7,725 | $416.8K | 0.12% | −9,934−56.3% | Reduced |
| Boston Financial Mangement LLC | 7,491 | $408.9K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 7,377 | $402.6K | 0.00% | +461+6.7% | Added |
| Syon Capital LLC | 7,299 | $398.4K | 0.04% | +76+1.1% | Added |
| Gotham Asset Management, LLC | 7,200 | $393.0K | 0.01% | −278−3.7% | Reduced |
| Axq Capital, LP | 7,120 | $388.6K | 0.09% | +100+1.4% | Added |
| St Germain D J Co Inc | 7,109 | $388.0K | 0.02% | +1,362+23.7% | Added |
| TFB Advisors LLC | 7,506 | $386.5K | 0.14% | +7,506 | New |
| Mercer Global Advisors Inc | 7,044 | $384.0K | 0.00% | −3,618−33.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,982 | $381.1K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,891 | $376.1K | 0.06% | +27+0.4% | Added |
| Financial Counselors Inc | 6,699 | $365.6K | 0.01% | +96+1.5% | Added |
| Davidson Trust Co | 6,693 | $365.3K | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $363.9K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,556 | $358.0K | 0.00% | −1,060−13.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,534 | $356.6K | 0.00% | +36+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,526 | $356.2K | 0.00% | −266−3.9% | Reduced |
| Balentine LLC | 6,392 | $348.9K | 0.01% | −1,210−15.9% | Reduced |
| Savant Capital, LLC | 6,238 | $340.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,166 | $336.5K | 0.01% | +13+0.2% | Added |
| West Family Investments, Inc. | 6,140 | $335.1K | 0.10% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 6,100 | $332.9K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 6,031 | $329.2K | 0.18% | +6,031 | New |
| First Affirmative Financial Network | 5,996 | $327.3K | 0.24% | +726+13.8% | Added |
| FreeGulliver LLC | 5,872 | $320.5K | 0.28% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $315.2K | 0.01% | +5,776 | New |
| Principal Securities, Inc. | 5,719 | $312.1K | 0.01% | +5,662+9,933.3% | Added |
| Cozad Asset Management Inc | 5,697 | $310.9K | 0.03% | −222−3.8% | Reduced |
| Diversify Advisory Services, LLC | 5,744 | $309.9K | 0.02% | +5,744 | New |
| Baird Financial Group, Inc. | 5,661 | $309.0K | 0.00% | −10.0% | Reduced |
| Running Point Capital Advisors, LLC | 5,573 | $304.2K | 0.14% | +114+2.1% | Added |
| Virtu Financial LLC | 5,476 | $299.0K | 0.02% | +5,476 | New |
| PFG Investments, LLC | 5,403 | $294.9K | 0.02% | +5,403 | New |
| Smithfield Trust Co | 5,394 | $294.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,366 | $292.9K | 0.01% | +5,366 | New |
| Pacer Advisors, Inc. | 5,340 | $291.5K | 0.00% | −196−3.5% | Reduced |
| PDS Planning, Inc | 5,245 | $286.3K | 0.03% | +308+6.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $280.7K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 5,134 | $280.2K | 0.00% | −7−0.1% | Reduced |
| Ritholtz Wealth Management | 5,087 | $277.7K | 0.01% | +12+0.2% | Added |
| Stonebridge Capital Management Inc | 5,000 | $273.0K | 0.12% | −845−14.5% | Reduced |
| CVA Family Office, LLC | 5,000 | $272.9K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,985 | $272.1K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,907 | $267.8K | 0.01% | −184−3.6% | Reduced |
| Keybank National Association | 4,822 | $263.2K | 0.00% | −400−7.7% | Reduced |
| Ieq Capital, LLC | 4,657 | $254.2K | 0.00% | +37+0.8% | Added |
| CWM, LLC | 4,632 | $253.0K | 0.00% | +77+1.7% | Added |
| Northwest Bancshares, Inc. | 4,617 | $252.0K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 4,599 | $251.0K | 0.03% | +149+3.3% | Added |
| Capital City Trust Co | 4,596 | $250.8K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,521 | $246.8K | 0.02% | +365+8.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,474 | $245.0K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,480 | $244.7K | 0.00% | −10,960−71.0% | Reduced |
| Grey Street Capital, LLC | 4,459 | $243.4K | 0.03% | +4,459 | New |
| NewEdge Wealth, LLC | 4,638 | $241.5K | 0.01% | +20+0.4% | Added |
| Grayhawk Investment Strategies Inc. | 3,221 | $238.1K | 0.21% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,339 | $236.8K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,312 | $235.3K | 0.00% | +4,312 | New |
| MML Investors Services, LLC | 4,313 | $235.0K | 0.00% | −1,663−27.8% | Reduced |
| Csenge Advisory Group | 4,247 | $231.8K | 0.01% | +4,247 | New |
| Argent Trust Co | 4,177 | $228.0K | 0.01% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 4,177 | $228.0K | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 4,083 | $222.8K | 0.02% | −51,538−92.7% | Reduced |
| Ballast, Inc. | 4,083 | $222.8K | 0.07% | 00.0% | Unchanged |