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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 3,188 | $156.2K | 0.01% | +962+43.2% | Added |
| CIBC Private Wealth Group, LLC | 3,574 | $175.7K | 0.00% | −10−0.3% | Reduced |
| Lindbrook Capital, LLC | 3,592 | $176.0K | 0.02% | +8+0.2% | Added |
| Barclays PLC | 3,663 | $179.5K | 0.00% | −30,852−89.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,424 | $186.9K | 0.00% | +1,259+58.2% | Added |
| Gulf International Bank (UK) Ltd | 3,909 | $191.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,001 | $196.0K | 0.01% | +47+1.2% | Added |
| Ballast, Inc. | 4,083 | $200.0K | 0.06% | 00.0% | Unchanged |
| Andra AP-fonden | 3,000 | $201.2K | 0.00% | +3,000 | New |
| HighPoint Advisor Group LLC | 4,076 | $203.0K | 0.01% | +55+1.4% | Added |
| Balyasny Asset Management LLC | 4,148 | $203.2K | 0.00% | −5,223−55.7% | Reduced |
| Jones Financial Companies LLLP | 4,149 | $203.3K | 0.00% | +2,741+194.7% | Added |
| Villere St Denis J & Co LLC | 4,177 | $204.6K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 4,305 | $210.9K | 0.00% | −517−10.7% | Reduced |
| EverSource Wealth Advisors, LLC | 4,283 | $212.5K | 0.01% | +25+0.6% | Added |
| Pathway Financial Advisors LLC | 4,339 | $212.6K | 0.06% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $216.1K | 0.98% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,459 | $218.4K | 0.00% | −2,741−38.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,474 | $219.0K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,517 | $221.3K | 0.04% | −100−2.2% | Reduced |
| Capital City Trust Co | 4,596 | $225.2K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,618 | $226.2K | 0.00% | −20−0.4% | Reduced |
| Intrust Bank NA | 4,620 | $226.3K | 0.02% | +21+0.5% | Added |
| Schechter Investment Advisors, LLC | 4,687 | $229.6K | 0.02% | +166+3.7% | Added |
| Ieq Capital, LLC | 4,699 | $230.2K | 0.00% | +42+0.9% | Added |
| Beacon Pointe Advisors, LLC | 4,701 | $230.3K | 0.00% | −1,833−28.1% | Reduced |
| PDS Planning, Inc | 4,893 | $239.7K | 0.02% | −352−6.7% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $244.2K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,992 | $244.5K | 0.01% | −95−1.9% | Reduced |
| CVA Family Office, LLC | 5,000 | $244.9K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $245.0K | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,095 | $249.6K | 0.00% | −245−4.6% | Reduced |
| Regions Financial Corp | 5,134 | $251.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $252.0K | 0.04% | 00.0% | Unchanged |
| Sciencast Management LP | 5,151 | $252.3K | 0.09% | −5,756−52.8% | Reduced |
| CAPROCK Group, Inc. | 5,339 | $261.6K | 0.01% | +5,339 | New |
| Evergreen Capital Management LLC | 5,373 | $263.2K | 0.01% | +466+9.5% | Added |
| Cozad Asset Management Inc | 5,412 | $265.1K | 0.03% | −285−5.0% | Reduced |
| PFG Investments, LLC | 5,430 | $266.0K | 0.02% | +27+0.5% | Added |
| Running Point Capital Advisors, LLC | 5,573 | $273.0K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 5,600 | $274.3K | 0.11% | +5,600 | New |
| Qtron Investments LLC | 5,650 | $277.0K | 0.04% | +5,650 | New |
| Diversify Advisory Services, LLC | 5,699 | $280.0K | 0.02% | −45−0.8% | Reduced |
| Argent Trust Co | 5,787 | $283.5K | 0.01% | +1,610+38.5% | Added |
| FreeGulliver LLC | 5,872 | $287.7K | 0.20% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,894 | $288.0K | 0.02% | +500+9.3% | Added |
| Baird Financial Group, Inc. | 5,920 | $290.0K | 0.00% | +259+4.6% | Added |
| Cumberland Partners Ltd | 5,946 | $291.4K | 0.02% | −8,100−57.7% | Reduced |
| Natixis | 5,992 | $293.5K | 0.00% | +5,992 | New |
| Alexander Labrunerie & Co., Inc. | 6,031 | $295.5K | 0.16% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,049 | $296.3K | 0.00% | −650−9.7% | Reduced |
| West Family Investments, Inc. | 6,140 | $300.8K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,153 | $301.4K | 0.00% | −13−0.2% | Reduced |
| First Affirmative Financial Network | 6,156 | $301.6K | 0.21% | +160+2.7% | Added |
| CWM, LLC | 6,313 | $309.0K | 0.00% | +1,681+36.3% | Added |
| Davidson Trust Co | 6,383 | $312.7K | 0.22% | −310−4.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,472 | $317.3K | 0.00% | −3,643−36.0% | Reduced |
| Janney Montgomery Scott LLC | 6,558 | $321.0K | 0.00% | +20.0% | Added |
| Truist Financial Corp | 6,582 | $322.5K | 0.00% | −795−10.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,584 | $322.6K | 0.00% | +58+0.9% | Added |
| Wambolt & Associates, LLC | 6,630 | $323.0K | 0.09% | −1,095−14.2% | Reduced |
| Parsons Capital Management Inc | 6,667 | $326.6K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,869 | $336.5K | 0.05% | −22−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,932 | $339.6K | 0.01% | +1,156+20.0% | Added |
| Sound View Wealth Advisors Group, LLC | 6,982 | $342.0K | 0.04% | 00.0% | Unchanged |
| TFB Advisors LLC | 7,000 | $342.9K | 0.11% | −506−6.7% | Reduced |
| HSBC Holdings PLC | 7,004 | $344.0K | 0.00% | −1,377,594−99.5% | Reduced |
| Boston Financial Mangement LLC | 7,491 | $367.0K | 0.01% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 7,581 | $371.5K | 0.07% | −950−11.1% | Reduced |
| Syon Capital LLC | 7,623 | $373.5K | 0.03% | +324+4.4% | Added |
| Mercer Global Advisors Inc | 7,726 | $378.5K | 0.00% | +682+9.7% | Added |
| Claret Asset Management Corp | 7,762 | $381.0K | 0.07% | −572−6.9% | Reduced |
| Veriti Management LLC | 7,780 | $381.2K | 0.02% | −833−9.7% | Reduced |
| Savant Capital, LLC | 7,783 | $381.3K | 0.00% | +1,545+24.8% | Added |
| Am Investment Strategies LLC | 8,037 | $394.0K | 0.10% | +18+0.2% | Added |
| Cresset Asset Management, LLC | 8,224 | $402.9K | 0.00% | −4,576−35.8% | Reduced |
| Franklin Street Advisors Inc | 8,400 | $412.0K | 0.03% | +8,400 | New |
| Tyler-Stone Wealth Management | 8,727 | $427.5K | 0.18% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,840 | $433.1K | 0.01% | −497−5.3% | Reduced |
| Brown Advisory Inc | 8,885 | $435.3K | 0.00% | −60−0.7% | Reduced |
| State of Wyoming | 9,110 | $446.6K | 0.07% | −869−8.7% | Reduced |
| King Luther Capital Management Corp | 9,270 | $454.1K | 0.00% | −2,357−20.3% | Reduced |
| Private Advisor Group, LLC | 9,282 | $454.7K | 0.00% | −545−5.5% | Reduced |
| Yousif Capital Management, LLC | 9,352 | $458.2K | 0.01% | −330−3.4% | Reduced |
| Glenmede Trust Co NA | 9,505 | $465.6K | 0.00% | −50−0.5% | Reduced |
| Woodstock Corp | 9,647 | $472.6K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,364 | $507.8K | 0.00% | +713+7.4% | Added |
| NorthCrest Asset Manangement, LLC | 10,621 | $520.3K | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 10,641 | $521.8K | 0.01% | −1,000−8.6% | Reduced |
| Fifth Third Bancorp | 10,723 | $525.3K | 0.00% | −351−3.2% | Reduced |
| Cigna Investments Inc | 10,805 | $530.0K | 0.10% | −11−0.1% | Reduced |
| Pathstone Holdings, LLC | 10,875 | $532.8K | 0.00% | +336+3.2% | Added |
| Hillsdale Investment Management Inc. | 11,084 | $543.6K | 0.04% | −190,580−94.5% | Reduced |
| MQS Management LLC | 11,100 | $543.8K | 0.33% | +11,100 | New |
| Montrusco Bolton Investments Inc. | 11,093 | $543.8K | 0.01% | −616,201−98.2% | Reduced |
| Brinker Capital Investments, LLC | 11,186 | $548.0K | 0.01% | −445−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 11,186 | $548.0K | 0.01% | −445−3.8% | Reduced |
| Quantbot Technologies LP | 11,200 | $548.7K | 0.03% | +11,200 | New |
| Ontario Teachers Pension Plan Board | 11,286 | $553.5K | 0.01% | −13,527−54.5% | Reduced |
| Sequoia Financial Advisors, LLC | 11,332 | $555.2K | 0.01% | +1,030+10.0% | Added |