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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 4,062 | $221.7K | 0.02% | −450−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,258 | $217.3K | 0.02% | +131+3.2% | Added |
| Parallel Advisors, LLC | 3,954 | $215.8K | 0.01% | +475+13.7% | Added |
| Canopy Partners, LLC | 3,941 | $215.1K | 0.11% | +27+0.7% | Added |
| Global Retirement Partners, LLC | 3,921 | $214.0K | 0.01% | +3,532+908.0% | Added |
| Gulf International Bank (UK) Ltd | 3,909 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $210.0K | 0.05% | +3,848 | New |
| Heathbridge Capital Management Ltd. | 3,800 | $207.3K | 0.08% | +3,800 | New |
| Ameritas Advisory Services, LLC | 3,898 | $204.8K | 0.01% | +3,898 | New |
| HighPoint Advisor Group LLC | 4,021 | $204.0K | 0.01% | +4,021 | New |
| Well Done, LLC | 3,708 | $202.4K | 0.04% | +3,708 | New |
| Lindbrook Capital, LLC | 3,584 | $195.6K | 0.02% | +23+0.6% | Added |
| CIBC Private Wealth Group, LLC | 3,584 | $193.4K | 0.00% | +3,584 | New |
| Advisors Asset Management, Inc. | 3,267 | $178.3K | 0.00% | −825−20.2% | Reduced |
| City Holding Co | 3,200 | $174.7K | 0.03% | −500−13.5% | Reduced |
| Rhumbline Advisers | 2,931 | $160.0K | 0.00% | +25+0.9% | Added |
| Bruce G. Allen Investments, LLC | 2,899 | $158.2K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,883 | $157.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $155.2K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $151.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,619 | $143.0K | 0.00% | +709+37.1% | Added |
| Huntington National Bank | 2,558 | $139.6K | 0.00% | −17−0.7% | Reduced |
| Credit Agricole S A | 2,639 | $133.7K | 0.00% | +408+18.3% | Added |
| Macquarie Group Ltd | 2,396 | $130.8K | 0.00% | +2,396 | New |
| Quadrant Capital Group LLC | 2,226 | $121.5K | 0.01% | −509−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,165 | $118.2K | 0.00% | +46+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,139 | $115.7K | 0.00% | −100−4.5% | Reduced |
| Massmutual Trust Co FSB | 2,013 | $109.9K | 0.00% | +43+2.2% | Added |
| Concord Wealth Partners | 2,000 | $109.2K | 0.02% | +2,000 | New |
| Capital Advisors, Ltd. LLC | 1,903 | $104.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,926 | $102.5K | 0.01% | +963+100.0% | Added |
| Perkins Coie Trust Co | 1,871 | $102.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,726 | $94.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,533 | $83.7K | 0.04% | +2+0.1% | Added |
| Jones Financial Companies LLLP | 1,408 | $76.8K | 0.00% | +1,408 | New |
| Dixon Mitchell Investment Counsel Inc. | 1,400 | $76.5K | 0.00% | +1,400 | New |
| Creative Financial Designs Inc | 1,389 | $75.8K | 0.01% | −702−33.6% | Reduced |
| Louisbourg Investments Inc. | 1,380 | $75.4K | 0.02% | +1,005+268.0% | Added |
| Tobam | 1,311 | $72.0K | 0.01% | −700−34.8% | Reduced |
| Birchbrook, Inc. | 1,295 | $70.7K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $69.6K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $68.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $65.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $56.7K | 0.00% | −200−15.4% | Reduced |
| Zions Bancorporation, N.A. | 1,013 | $55.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 994 | $54.3K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 982 | $53.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 940 | $51.3K | 0.01% | −43−4.4% | Reduced |
| Glen Eagle Advisors, LLC | 928 | $50.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 890 | $48.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $47.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $43.5K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 787 | $43.4K | 0.00% | +787 | New |
| Asset Dedication, LLC | 787 | $43.0K | 0.00% | −325−29.2% | Reduced |
| Oakworth Capital, Inc. | 748 | $40.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $40.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 568 | $31.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $28.9K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $27.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $27.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $26.8K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $25.4K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $25.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 452 | $24.7K | 0.00% | +452 | New |
| Nordwand Advisors, LLC | 438 | $23.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $22.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 411 | $22.4K | 0.01% | −416−50.3% | Reduced |
| Umb Bank N A | 409 | $22.3K | 0.00% | +51+14.2% | Added |
| Richardson Financial Services Inc. | 397 | $21.7K | 0.02% | +397 | New |
| TFC Financial Management | 392 | $21.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $21.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 369 | $20.1K | 0.00% | −1,187−76.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 370 | $20.0K | 0.01% | −130−26.0% | Reduced |
| Lazard Asset Management LLC | 380 | $20.0K | 0.00% | +380 | New |
| GWM Advisors LLC | 356 | $19.4K | 0.00% | +64+21.9% | Added |
| Westside Investment Management, Inc. | 355 | $19.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 348 | $19.0K | 0.00% | +224+180.6% | Added |
| TruNorth Capital Management, LLC | 330 | $18.0K | 0.01% | +330 | New |
| MUFG Securities (Canada), Ltd. | 304 | $16.6K | 0.00% | +304 | New |
| MeadowBrook Investment Advisors LLC | 289 | $15.8K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 263 | $14.4K | 0.00% | +230+697.0% | Added |
| IFP Advisors, Inc | 239 | $13.0K | 0.00% | −475−66.5% | Reduced |
| Farther Finance Advisors, LLC | 229 | $12.3K | 0.00% | +87+61.3% | Added |
| BFSG, LLC | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 189 | $10.3K | 0.00% | +2+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 182 | $9.93K | 0.00% | +1+0.6% | Added |
| Laurel Wealth Advisors LLC | 170 | $9.28K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 177 | $9.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $9.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $8.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $8.02K | 0.00% | −10−6.4% | Reduced |
| JFS Wealth Advisors, LLC | 140 | $7.64K | 0.00% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 139 | $7.59K | 0.00% | +139 | New |
| Sunbelt Securities, Inc. | 122 | $6.66K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $6.50K | 0.00% | 00.0% | Unchanged |