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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 19 | $931 | 0.00% | +4+26.7% | Added |
| Mascoma Wealth Management LLC | 20 | $978 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $1.47K | 0.00% | +30 | New |
| Mather Group, LLC. | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 47 | $2.30K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $2.65K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 57 | $2.79K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 82 | $4.02K | 0.00% | −5,637−98.6% | Reduced |
| Barrett & Company, Inc. | 94 | $4.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.85K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 102 | $5.00K | 0.00% | +102 | New |
| GHP Investment Advisors, Inc. | 119 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $5.98K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 135 | $6.61K | 0.00% | −8,913−98.5% | Reduced |
| Evermay Wealth Management LLC | 139 | $6.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 139 | $6.83K | 0.00% | −217−61.0% | Reduced |
| Ancora Advisors, LLC | 148 | $7.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $7.50K | 0.00% | +13+9.3% | Added |
| Washington Trust Advisors, Inc. | 165 | $8.08K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $8.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 184 | $9.00K | 0.00% | +2+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 190 | $9.00K | 0.00% | +1+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $9.16K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $9.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221 | $10.9K | 0.00% | −127−36.5% | Reduced |
| BFSG, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $12.2K | 0.00% | +246 | New |
| Bell Investment Advisors, Inc | 256 | $12.5K | 0.00% | +109+74.1% | Added |
| IFP Advisors, Inc | 260 | $12.7K | 0.00% | +21+8.8% | Added |
| Your Advocates Ltd., LLP | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 286 | $13.9K | 0.00% | +57+24.9% | Added |
| MeadowBrook Investment Advisors LLC | 289 | $14.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 289 | $14.2K | 0.00% | +263+1,011.5% | Added |
| TD Capital Management LLC | 291 | $14.3K | 0.00% | +291 | New |
| Dogwood Wealth Management LLC | 327 | $16.0K | 0.01% | +327 | New |
| TruNorth Capital Management, LLC | 330 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 364 | $17.1K | 0.00% | +364 | New |
| Umb Bank N A | 353 | $17.3K | 0.00% | −56−13.7% | Reduced |
| Westside Investment Management, Inc. | 355 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 369 | $18.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 392 | $19.2K | 0.00% | −3,529−90.0% | Reduced |
| Zions Bancorporation, N.A. | 392 | $19.2K | 0.00% | −621−61.3% | Reduced |
| TFC Financial Management | 392 | $19.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $20.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $21.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $22.5K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $22.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $24.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $24.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 552 | $27.0K | 0.00% | −837−60.3% | Reduced |
| GAMMA Investing LLC | 571 | $28.0K | 0.00% | +562+6,244.4% | Added |
| St Germain D J Co Inc | 650 | $31.8K | 0.00% | −6,459−90.9% | Reduced |
| HM Payson & Co | 742 | $36.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $36.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $38.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $39.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $39.2K | 0.00% | −90−10.1% | Reduced |
| Proequities, Inc. | 787 | $39.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $39.2K | 0.02% | +800 | New |
| Fairfield Financial Advisors, LTD | 878 | $43.0K | 0.02% | +878 | New |
| Hexagon Capital Partners LLC | 879 | $43.1K | 0.01% | −61−6.5% | Reduced |
| Abound Wealth Management | 924 | $45.3K | 0.02% | −58−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 928 | $45.4K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 963 | $47.2K | 0.01% | −963−50.0% | Reduced |
| Centennial Bank | 994 | $48.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,045 | $51.2K | 0.00% | +183+21.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $55.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $58.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,244 | $60.9K | 0.04% | +1,244 | New |
| Redwood Wealth Management Group, LLC | 1,250 | $61.2K | 0.05% | +1,250 | New |
| HHM Wealth Advisors, LLC | 1,263 | $61.9K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $63.4K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $63.8K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,380 | $67.7K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,535 | $75.2K | 0.03% | +2+0.1% | Added |
| Harbour Investments, Inc. | 1,726 | $84.6K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $91.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $93.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $98.0K | 0.01% | −1,200−37.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,039 | $100.0K | 0.00% | −100−4.7% | Reduced |
| Rhumbline Advisers | 2,049 | $100.4K | 0.00% | −882−30.1% | Reduced |
| Macquarie Group Ltd | 2,396 | $117.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,505 | $122.7K | 0.00% | +492+24.4% | Added |
| Huntington National Bank | 2,669 | $130.8K | 0.00% | +111+4.3% | Added |
| First Horizon Advisors, Inc. | 2,771 | $135.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,066 | $139.0K | 0.02% | +755+57.6% | Added |
| Independence Bank of Kentucky | 2,844 | $139.3K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,931 | $143.6K | 0.12% | +32+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,107 | $152.2K | 0.00% | +224+7.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,131 | $153.0K | 0.00% | +512+19.5% | Added |