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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.

Other share classesSLFIFSLFQFSUNFF

Q2 2024 vs. Q1 2024

How the institutions holding Sun Life Financial Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SLF: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4194396−19
Shares274.1M1.23M269.7M−3.17M (−1.2%)
Value$15.0B$88.9M$13.2B−$1.72B (−11.5%)

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Sun Life Financial Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SLF in Q2 2024
InstitutionSharesValue% of portfolio
Charles Schwab Investment Management Inc1,501,376$73.6M0.01%
UBS Asset Management Americas Inc1,217,492$59.6M0.02%
D. E. Shaw & Co., Inc.327,059$16.0M0.02%
Aviso Financial Inc.92,555$4.52M0.25%
Numerai GP LLC68,524$3.36M1.22%
Vident Advisory, LLC43,511$2.13M0.06%
M&G Plc31,041$1.52M0.01%
Frank, Rimerman Advisors LLC23,504$1.15M0.08%
Aigen Investment Management, LP22,815$1.12M0.22%
Point72 Asset Management, L.P.21,000$1.03M0.00%
FORA Capital, LLC17,513$858.0K0.10%
Bridgewater Associates, LP13,266$650.3K0.00%
Quantbot Technologies LP11,200$548.7K0.03%
MQS Management LLC11,100$543.8K0.33%
Franklin Street Advisors Inc8,400$412.0K0.03%
Natixis5,992$293.5K0.00%
Qtron Investments LLC5,650$277.0K0.04%
Triumph Capital Management5,600$274.3K0.11%
CAPROCK Group, Inc.5,339$261.6K0.01%
Andra AP-fonden3,000$201.2K0.00%
Redwood Wealth Management Group, LLC1,250$61.2K0.05%
Cromwell Holdings LLC1,244$60.9K0.04%
Fairfield Financial Advisors, LTD878$43.0K0.02%
Ridgewood Investments LLC800$39.2K0.02%
Cornerstone Planning Group LLC364$17.1K0.00%
Dogwood Wealth Management LLC327$16.0K0.01%
TD Capital Management LLC291$14.3K0.00%
Strategic Investment Solutions, Inc.246$12.2K0.00%
Creekmur Asset Management LLC102$5.00K0.00%
Larson Financial Group LLC30$1.47K0.00%

Sold out (49)

Institutions that held Sun Life Financial Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SLF in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Sumitomo Mitsui Trust Holdings, Inc.1,501,888$82.0M
Clark Capital Management Group, Inc.673,490$36.8M
Prudential PLC359,475$19.6M
Varma Mutual Pension Insurance Co258,800$14.1M
Renaissance Technologies LLC160,440$8.76M
Unigestion Holding SA119,413$6.52M
Price T Rowe Associates Inc105,050$5.73M
Quadrature Capital Ltd88,200$4.80M
Prudential Financial Inc77,339$4.22M
Campbell & CO Investment Adviser LLC54,418$2.97M
Swiss Life Asset Management Ltd28,053$1.53M
Dynamic Technology Lab Private Ltd24,907$1.36M
Engineers Gate Manager LP20,987$1.15M
Pinebridge Investments, L.P.15,309$1.13M
Squarepoint Ops LLC13,609$742.8K
Park Avenue Securities LLC10,627$580.0K
LGT Fund Management Co Ltd.10,444$570.1K
Barometer Capital Management Inc.7,604$534.5K
Y-Intercept (Hong Kong) Ltd8,385$457.7K
Axq Capital, LP7,120$388.6K
Balentine LLC6,392$348.9K
Susquehanna Portfolio Strategies, LLC6,100$332.9K
Virtu Financial LLC5,476$299.0K
Graham Capital Management, L.P.5,366$292.9K
Susquehanna International Group, LLP4,312$235.3K
MML Investors Services, LLC4,313$235.0K
Csenge Advisory Group4,247$231.8K
Duality Advisers, LP4,083$222.8K
Clarius Group, LLC4,062$221.7K
Canopy Partners, LLC3,941$215.1K
Mitchell McLeod Pugh & Williams Inc3,848$210.0K
Heathbridge Capital Management Ltd.3,800$207.3K
Ameritas Advisory Services, LLC3,898$204.8K
Well Done, LLC3,708$202.4K
Advisors Asset Management, Inc.3,267$178.3K
Concord Wealth Partners2,000$109.2K
Dixon Mitchell Investment Counsel Inc.1,400$76.5K
Spire Wealth Management568$31.0K
CoreCap Advisors, LLC452$24.7K
Headlands Technologies LLC411$22.4K
Richardson Financial Services Inc.397$21.7K
Exchange Traded Concepts, LLC263$14.4K
Armstrong Advisory Group, Inc177$9.18K
Optiver Holding B.V.116$6.33K
VitalStone Financial, LLC51$3.00K
Oliver Lagore Vanvalin Investment Group45$2.46K
Johnson Financial Group, Inc.21$1.15K
Beaird Harris Wealth Management, LLC9$492
Clearstead Advisors, LLC2$102

Not filed for Q2 2024 yet (4)

Institutions that held Sun Life Financial Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,118,519$82.7M
Credential Qtrade Securities Inc.93,683$5.11M
Shell Asset Management Co17,772$871.0K
Grey Street Capital, LLC4,459$243.4K