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, Q2 2024
Institutional positions in Sun Life Financial Inc as of Jun 30, 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
- 396
- −19 vs. Q1 2024
- Shares held
- 269.7M
- −3.17M (−1.2%) vs. Q1 2024
- Total value
- $13.2B
- −$1.72B (−11.5%) vs. Q1 2024
- New holders
- 30
- 126 more added
- Sold out
- 49
- 146 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 40,431,917 | $1.98B | 0.48% | −727,579−1.8% | Reduced |
| Vanguard Group Inc | 23,625,552 | $1.16B | 0.02% | +383,642+1.7% | Added |
| TD Asset Management Inc | 16,085,449 | $788.5M | 0.74% | −22,299−0.1% | Reduced |
| Mackenzie Financial Corp | 14,703,533 | $721.0M | 1.07% | +407,913+2.9% | Added |
| Bank of Montreal | 12,332,391 | $603.9M | 0.18% | +326,024+2.7% | Added |
| 1832 Asset Management L.P. | 10,216,206 | $500.5M | 0.91% | +499,009+5.1% | Added |
| Beutel, Goodman & Co Ltd. | 8,931,015 | $437.8M | 2.33% | −743,598−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 8,601,980 | $421.2M | 0.39% | +1,049,244+13.9% | Added |
| Bank of Nova Scotia | 7,206,865 | $353.4M | 0.69% | −449,360−5.9% | Reduced |
| CIBC World Markets Inc. | 7,070,983 | $346.8M | 0.86% | +6,197+0.1% | Added |
| Toronto Dominion Bank | 6,975,205 | $341.7M | 0.55% | +332,641+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 6,367,087 | $314.6M | 1.69% | +3,181,088+99.8% | Added |
| CIBC Asset Management Inc | 6,407,407 | $314.0M | 1.12% | +905,679+16.5% | Added |
| Norges Bank | 6,396,719 | $313.7M | 0.05% | −18,658−0.3% | Reduced |
| FMR LLC | 4,932,761 | $241.9M | 0.02% | +209,045+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,891,647 | $239.9M | 1.01% | +233,703+5.0% | Added |
| National Bank of Canada | 4,552,742 | $221.6M | 0.34% | −679,706−13.0% | Reduced |
| Goldman Sachs Group Inc | 3,913,114 | $191.7M | 0.04% | +1,369,123+53.8% | Added |
| Legal & General Group Plc | 3,889,317 | $190.7M | 0.05% | −82,452−2.1% | Reduced |
| FIL Ltd | 3,636,921 | $178.3M | 0.18% | −8,719,507−70.6% | Reduced |
| Scotia Capital Inc. | 2,841,720 | $138.8M | 0.81% | −198,778−6.5% | Reduced |
| JPMorgan Chase & Co | 2,807,640 | $137.5M | 0.01% | +9,437+0.3% | Added |
| Letko, Brosseau & Associates Inc | 2,781,017 | $136.3M | 2.59% | −14,475−0.5% | Reduced |
| Agf Management Ltd | 2,513,349 | $135.8M | 0.75% | +797,901+46.5% | Added |
| British Columbia Investment Management Corp | 2,681,115 | $131.5M | 0.79% | +252,671+10.4% | Added |
| Morgan Stanley | 2,639,252 | $129.3M | 0.01% | −185,615−6.6% | Reduced |
| Geode Capital Management, LLC | 2,446,754 | $121.5M | 0.01% | +109,709+4.7% | Added |
| Bank of America Corp | 2,187,746 | $107.2M | 0.01% | +1,095,030+100.2% | Added |
| TD Waterhouse Canada Inc. | 1,920,168 | $93.7M | 0.84% | −18,158−0.9% | Reduced |
| Amundi | 1,883,630 | $93.2M | 0.04% | −662,560−26.0% | Reduced |
| Alberta Investment Management Corp | 1,878,893 | $92.1M | 0.97% | −437,850−18.9% | Reduced |
| Dimensional Fund Advisors LP | 1,775,042 | $87.0M | 0.02% | +431,418+32.1% | Added |
| Swiss National Bank | 1,747,200 | $85.6M | 0.06% | −17,600−1.0% | Reduced |
| Canada Pension Plan Investment Board | 1,674,130 | $82.1M | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,501,376 | $73.6M | 0.01% | +1,501,376 | New |
| Value Partners Investments Inc. | 1,455,336 | $71.3M | 6.18% | +68,404+4.9% | Added |
| Invesco Ltd. | 1,403,059 | $68.7M | 0.01% | −122,220−8.0% | Reduced |
| UBS Asset Management Americas Inc | 1,217,492 | $59.6M | 0.02% | +1,217,492 | New |
| QV Investors Inc. | 1,214,333 | $59.5M | 5.59% | +131,262+12.1% | Added |
| DekaBank Deutsche Girozentrale | 1,057,168 | $51.7M | 0.09% | −2,827−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,036,140 | $50.8M | 0.12% | +190,015+22.5% | Added |
| Intact Investment Management Inc. | 1,017,964 | $49.9M | 1.87% | +823,670+423.9% | Added |
| Two Sigma Investments, LP | 996,081 | $48.8M | 0.12% | +215,100+27.5% | Added |
| First Trust Advisors LP | 994,222 | $48.7M | 0.05% | −130,701−11.6% | Reduced |
| BlackRock Inc. | 990,080 | $48.5M | 0.00% | −19,837−2.0% | Reduced |
| Man Group plc | 901,540 | $44.2M | 0.12% | +225,376+33.3% | Added |
| Cardinal Capital Management, Inc. | 885,246 | $43.4M | 1.67% | +113,615+14.7% | Added |
| Fiera Capital Corp | 850,638 | $41.7M | 0.13% | +24,911+3.0% | Added |
| Deutsche Bank AG | 849,488 | $41.6M | 0.02% | +129,126+17.9% | Added |
| Aviva PLC | 752,701 | $36.9M | 0.10% | +205,652+37.6% | Added |
| Nuveen Asset Management, LLC | 669,383 | $32.8M | 0.01% | −79,941−10.7% | Reduced |
| UBS Group AG | 654,182 | $32.0M | 0.01% | −6,906−1.0% | Reduced |
| Great West Life Assurance Co | 629,285 | $30.8M | 0.06% | −1,423−0.2% | Reduced |
| Russell Investments Group, Ltd. | 603,740 | $29.6M | 0.05% | −56,269−8.5% | Reduced |
| Northwest & Ethical Investments L.P. | 601,160 | $29.5M | 0.85% | +23,325+4.0% | Added |
| Bank of New York Mellon Corp | 597,467 | $29.3M | 0.01% | −22,410−3.6% | Reduced |
| Canoe Financial LP | 535,487 | $29.2M | 0.54% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 517,432 | $25.3M | 0.06% | +23,100+4.7% | Added |
| Allianz Asset Management GmbH | 485,416 | $23.8M | 0.04% | −35,547−6.8% | Reduced |
| Todd Asset Management LLC | 483,547 | $23.7M | 0.49% | +4,624+1.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 422,259 | $20.7M | 0.07% | −72,353−14.6% | Reduced |
| Korea Investment CORP | 382,747 | $18.8M | 0.05% | −105,219−21.6% | Reduced |
| Guardian Capital LP | 372,280 | $18.3M | 0.69% | −16,334−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336,686 | $16.5M | 0.05% | −84,320−20.0% | Reduced |
| State of Tennessee, Treasury Department | 331,857 | $16.3M | 0.06% | −2,400−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 327,059 | $16.0M | 0.02% | +327,059 | New |
| Neuberger Berman Group LLC | 309,884 | $15.2M | 0.01% | −62,458−16.8% | Reduced |
| MUFG Securities (Canada), Ltd. | 307,582 | $15.1M | 0.99% | +307,278+101,078.3% | Added |
| Pictet Asset Management Holding SA | 296,322 | $14.7M | 0.02% | −14,245−4.6% | Reduced |
| Bank of Nova Scotia Trust Co | 300,103 | $14.7M | 1.64% | +17,787+6.3% | Added |
| Forsta Ap-Fonden | 289,900 | $14.2M | 0.13% | −11,800−3.9% | Reduced |
| Northern Trust Corp | 288,182 | $14.1M | 0.00% | −5,510−1.9% | Reduced |
| Clearbridge Investments, LLC | 273,017 | $13.4M | 0.01% | −16,566−5.7% | Reduced |
| SIG North Trading, ULC | 266,378 | $13.0M | 3.39% | +108,162+68.4% | Added |
| Franklin Resources Inc | 261,809 | $12.8M | 0.00% | −47,925−15.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 261,860 | $12.8M | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 250,808 | $12.3M | 0.47% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 179,875 | $11.8M | 0.00% | −3,591−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 238,833 | $11.7M | 0.22% | −6,970−2.8% | Reduced |
| Qube Research & Technologies Ltd | 236,628 | $11.6M | 0.02% | −178,848−43.0% | Reduced |
| Millennium Management LLC | 232,977 | $11.4M | 0.01% | +203,546+691.6% | Added |
| Citadel Advisors LLC | 231,336 | $11.3M | 0.01% | +90,597+64.4% | Added |
| Mn Services Vermogensbeheer B.V. | 229,645 | $11.3M | 0.08% | −6,600−2.8% | Reduced |
| Jarislowsky, Fraser Ltd | 217,209 | $10.6M | 0.06% | −13,837−6.0% | Reduced |
| Addenda Capital Inc. | 152,339 | $10.2M | 0.40% | +1,262+0.8% | Added |
| Waratah Capital Advisors Ltd. | 176,362 | $8.65M | 0.52% | −72,329−29.1% | Reduced |
| AXA S.A. | 173,254 | $8.49M | 0.03% | −33,505−16.2% | Reduced |
| AustralianSuper Pty Ltd | 171,983 | $8.43M | 0.05% | +29,740+20.9% | Added |
| Voloridge Investment Management, LLC | 170,800 | $8.37M | 0.03% | +155,745+1,034.5% | Added |
| Guardian Capital Advisors LP | 167,406 | $8.31M | 0.88% | −8,699−4.9% | Reduced |
| USS Investment Management Ltd | 156,209 | $7.66M | 0.06% | +3,466+2.3% | Added |
| Sienna Gestion | 150,985 | $7.40M | 0.66% | +1,571+1.1% | Added |
| Achmea Investment Management B.V. | 145,778 | $7.15M | 0.13% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 142,300 | $6.97M | 0.02% | −126,000−47.0% | Reduced |
| American Century Companies Inc | 137,884 | $6.76M | 0.00% | +14,314+11.6% | Added |
| Wellington Management Group LLP | 136,422 | $6.69M | 0.00% | +5,718+4.4% | Added |
| Royal London Asset Management Ltd | 127,438 | $6.24M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 122,557 | $6.01M | 0.10% | +102,368+507.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 112,836 | $5.53M | 1.78% | −2,016−1.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 108,810 | $5.34M | 0.26% | +13,178+13.8% | Added |