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 |
|---|---|---|---|---|---|
| Washington Trust Co | 11,469 | $561.9K | 0.02% | −20.0% | Reduced |
| Candriam Luxembourg S.C.A. | 12,092 | $592.7K | 0.00% | +1,342+12.5% | Added |
| Verdence Capital Advisors LLC | 12,160 | $595.7K | 0.05% | +219+1.8% | Added |
| Independent Advisor Alliance | 12,554 | $615.0K | 0.02% | +98+0.8% | Added |
| Avantax Advisory Services, Inc. | 13,150 | $644.2K | 0.00% | +1,325+11.2% | Added |
| Bridgewater Associates, LP | 13,266 | $650.3K | 0.00% | +13,266 | New |
| Blair William & Co | 14,471 | $708.9K | 0.00% | +1,903+15.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $716.3K | 0.07% | −228−1.5% | Reduced |
| Rathbone Brothers plc | 15,105 | $740.5K | 0.00% | +10,625+237.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,501 | $764.3K | 0.01% | −6,511−29.6% | Reduced |
| Cerity Partners LLC | 15,781 | $773.1K | 0.00% | −7,039−30.8% | Reduced |
| LGT Group Foundation | 15,922 | $780.8K | 0.01% | −260,964−94.2% | Reduced |
| SEI Investments Co | 16,247 | $795.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,886 | $804.4K | 0.00% | +1,179+7.1% | Added |
| Advisor Group Holdings, Inc. | 16,447 | $806.1K | 0.00% | −30,766−65.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,050 | $835.3K | 0.00% | −412−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,358 | $850.0K | 0.00% | −208−1.2% | Reduced |
| FORA Capital, LLC | 17,513 | $858.0K | 0.10% | +17,513 | New |
| HBK Sorce Advisory LLC | 18,200 | $891.6K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,308 | $895.0K | 0.00% | −1,017−5.3% | Reduced |
| US Bancorp | 18,277 | $895.4K | 0.00% | −2,331−11.3% | Reduced |
| Credit Agricole S A | 18,281 | $895.6K | 0.01% | +15,642+592.7% | Added |
| Principal Financial Group Inc | 18,333 | $898.7K | 0.00% | −1,000−5.2% | Reduced |
| Cidel Asset Management Inc | 19,064 | $934.6K | 0.07% | −4,682−19.7% | Reduced |
| Advisory Resource Group | 19,287 | $944.9K | 0.21% | +2,108+12.3% | Added |
| UniSuper Management Pty Ltd | 14,300 | $959.2K | 0.01% | +6,100+74.4% | Added |
| Hilltop National Bank | 20,239 | $991.5K | 0.32% | 00.0% | Unchanged |
| Bessemer Group Inc | 20,478 | $1.00M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,800 | $1.02M | 0.00% | +10,445+100.9% | Added |
| Point72 Asset Management, L.P. | 21,000 | $1.03M | 0.00% | +21,000 | New |
| JustInvest LLC | 21,376 | $1.04M | 0.02% | +2,853+15.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,409 | $1.05M | 0.00% | −951−4.3% | Reduced |
| Mason & Associates Inc | 22,000 | $1.08M | 0.29% | 00.0% | Unchanged |
| Capital World Investors | 22,226 | $1.09M | 0.00% | +2,794+14.4% | Added |
| Wetherby Asset Management Inc | 22,313 | $1.09M | 0.05% | −2,738−10.9% | Reduced |
| Envestnet Asset Management Inc | 22,688 | $1.11M | 0.00% | −78,585−77.6% | Reduced |
| Aigen Investment Management, LP | 22,815 | $1.12M | 0.22% | +22,815 | New |
| Frank, Rimerman Advisors LLC | 23,504 | $1.15M | 0.08% | +23,504 | New |
| Twin Tree Management, LP | 23,941 | $1.17M | 0.03% | −250,178−91.3% | Reduced |
| Signaturefd, LLC | 23,971 | $1.17M | 0.02% | +1,032+4.5% | Added |
| United Services Automobile Association | 24,095 | $1.18M | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 25,337 | $1.24M | 0.44% | +1,831+7.8% | Added |
| V-Square Quantitative Management LLC | 19,408 | $1.30M | 0.21% | +1,100+6.0% | Added |
| Investment Management Corp of Ontario | 27,997 | $1.37M | 0.04% | −401−1.4% | Reduced |
| K.J. Harrison & Partners Inc | 28,175 | $1.38M | 0.23% | −14,929−34.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,902 | $1.42M | 0.14% | −1,405−4.6% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.49M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 30,923 | $1.51M | 0.01% | −63−0.2% | Reduced |
| M&G Plc | 31,041 | $1.52M | 0.01% | +31,041 | New |
| Northwestern Mutual Wealth Management Co | 33,507 | $1.64M | 0.00% | +426+1.3% | Added |
| Maryland State Retirement & Pension System | 33,996 | $1.67M | 0.03% | −55,685−62.1% | Reduced |
| PCJ Investment Counsel Ltd. | 34,180 | $1.68M | 0.70% | −25,060−42.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34,563 | $1.69M | 0.06% | +4,883+16.5% | Added |
| Metis Global Partners, LLC | 34,669 | $1.70M | 0.06% | +1,508+4.5% | Added |
| Dorchester Wealth Management Co | 36,445 | $1.79M | 0.35% | −3,745−9.3% | Reduced |
| Natixis Advisors, L.P. | 38,160 | $1.87M | 0.00% | +1,923+5.3% | Added |
| State Street Corp | 39,148 | $1.92M | 0.00% | +27,196+227.5% | Added |
| Mariner, LLC | 39,300 | $1.93M | 0.00% | −5,043−11.4% | Reduced |
| LPL Financial LLC | 39,476 | $1.93M | 0.00% | +5,852+17.4% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.04M | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 41,670 | $2.04M | 0.86% | −881−2.1% | Reduced |
| Alliancebernstein L.P. | 41,903 | $2.05M | 0.00% | −4,680−10.0% | Reduced |
| Triasima Portfolio Management inc. | 42,340 | $2.08M | 0.19% | −566,420−93.0% | Reduced |
| Vident Advisory, LLC | 43,511 | $2.13M | 0.06% | +43,511 | New |
| Stifel Financial Corp | 44,255 | $2.17M | 0.00% | +3,001+7.3% | Added |
| Kraematon Investment Advisors, Inc | 46,759 | $2.29M | 2.33% | +121+0.3% | Added |
| Vontobel Holding Ltd. | 47,181 | $2.31M | 0.01% | +93+0.2% | Added |
| Creative Planning | 47,968 | $2.35M | 0.00% | +12,049+33.5% | Added |
| Raymond James & Associates | 51,006 | $2.50M | 0.00% | +16,433+47.5% | Added |
| Harvest Portfolios Group Inc. | 53,970 | $2.65M | 0.10% | +1,631+3.1% | Added |
| Cetera Investment Advisers | 54,667 | $2.68M | 0.01% | −9,573−14.9% | Reduced |
| Ninepoint Partners LP | 58,717 | $2.88M | 0.31% | 00.0% | Unchanged |
| Intech Investment Management LLC | 59,429 | $2.91M | 0.04% | +23,527+65.5% | Added |
| Commonwealth Equity Services, LLC | 59,538 | $2.92M | 0.00% | −1,130−1.9% | Reduced |
| Assenagon Asset Management S.A. | 62,389 | $3.06M | 0.01% | +2,261+3.8% | Added |
| APG Asset Management N.V. | 68,954 | $3.15M | 0.01% | +38,300+124.9% | Added |
| Utah Retirement Systems | 65,383 | $3.21M | 0.04% | −3,600−5.2% | Reduced |
| Symphony Financial, Ltd. Co. | 68,089 | $3.33M | 0.61% | −2,360−3.3% | Reduced |
| Numerai GP LLC | 68,524 | $3.36M | 1.22% | +68,524 | New |
| Ossiam | 71,566 | $3.51M | 0.07% | +3,673+5.4% | Added |
| Quantinno Capital Management LP | 74,651 | $3.66M | 0.07% | +25,769+52.7% | Added |
| Public Sector Pension Investment Board | 76,268 | $3.74M | 0.02% | −2,619−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 77,071 | $3.78M | 0.02% | −25,365−24.8% | Reduced |
| Janus Henderson Group PLC | 78,998 | $3.87M | 0.00% | +3,700+4.9% | Added |
| Susquehanna Fundamental Investments, LLC | 80,000 | $3.92M | 0.09% | −64,100−44.5% | Reduced |
| Meritage Portfolio Management | 85,997 | $4.21M | 0.27% | +24,071+38.9% | Added |
| Burney Co | 87,861 | $4.30M | 0.16% | −1,391−1.6% | Reduced |
| Jane Street Group, LLC | 88,497 | $4.34M | 0.00% | −62,767−41.5% | Reduced |
| Wells Fargo & Company | 91,590 | $4.49M | 0.00% | −7,535−7.6% | Reduced |
| Aviso Financial Inc. | 92,555 | $4.52M | 0.25% | +92,555 | New |
| Gluskin Sheff & Assoc Inc | 87,638 | $4.53M | 0.52% | −16,946−16.2% | Reduced |
| Motco | 97,007 | $4.75M | 0.28% | −890−0.9% | Reduced |
| Citigroup Inc | 98,168 | $4.81M | 0.00% | −15,373−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 98,204 | $4.81M | 0.05% | −13,600−12.2% | Reduced |
| Van Eck Associates Corp | 100,704 | $4.94M | 0.01% | +19,807+24.5% | Added |
| JCIC Asset Management Inc. | 101,956 | $5.00M | 2.06% | +88,465+655.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 108,810 | $5.34M | 0.26% | +13,178+13.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 112,836 | $5.53M | 1.78% | −2,016−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 122,557 | $6.01M | 0.10% | +102,368+507.0% | Added |
| Royal London Asset Management Ltd | 127,438 | $6.24M | 0.02% | 00.0% | Unchanged |