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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 136,422 | $6.69M | 0.00% | +5,718+4.4% | Added |
| American Century Companies Inc | 137,884 | $6.76M | 0.00% | +14,314+11.6% | Added |
| Acadian Asset Management LLC | 142,300 | $6.97M | 0.02% | −126,000−47.0% | Reduced |
| Achmea Investment Management B.V. | 145,778 | $7.15M | 0.13% | 00.0% | Unchanged |
| Sienna Gestion | 150,985 | $7.40M | 0.66% | +1,571+1.1% | Added |
| USS Investment Management Ltd | 156,209 | $7.66M | 0.06% | +3,466+2.3% | Added |
| Guardian Capital Advisors LP | 167,406 | $8.31M | 0.88% | −8,699−4.9% | Reduced |
| Voloridge Investment Management, LLC | 170,800 | $8.37M | 0.03% | +155,745+1,034.5% | Added |
| AustralianSuper Pty Ltd | 171,983 | $8.43M | 0.05% | +29,740+20.9% | Added |
| AXA S.A. | 173,254 | $8.49M | 0.03% | −33,505−16.2% | Reduced |
| Waratah Capital Advisors Ltd. | 176,362 | $8.65M | 0.52% | −72,329−29.1% | Reduced |
| Addenda Capital Inc. | 152,339 | $10.2M | 0.40% | +1,262+0.8% | Added |
| Jarislowsky, Fraser Ltd | 217,209 | $10.6M | 0.06% | −13,837−6.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 229,645 | $11.3M | 0.08% | −6,600−2.8% | Reduced |
| Citadel Advisors LLC | 231,336 | $11.3M | 0.01% | +90,597+64.4% | Added |
| Millennium Management LLC | 232,977 | $11.4M | 0.01% | +203,546+691.6% | Added |
| Qube Research & Technologies Ltd | 236,628 | $11.6M | 0.02% | −178,848−43.0% | Reduced |
| Crossmark Global Holdings, Inc. | 238,833 | $11.7M | 0.22% | −6,970−2.8% | Reduced |
| Ameriprise Financial Inc | 179,875 | $11.8M | 0.00% | −3,591−2.0% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $12.3M | 0.47% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 261,860 | $12.8M | 0.12% | 00.0% | Unchanged |
| Franklin Resources Inc | 261,809 | $12.8M | 0.00% | −47,925−15.5% | Reduced |
| SIG North Trading, ULC | 266,378 | $13.0M | 3.39% | +108,162+68.4% | Added |
| Clearbridge Investments, LLC | 273,017 | $13.4M | 0.01% | −16,566−5.7% | Reduced |
| Northern Trust Corp | 288,182 | $14.1M | 0.00% | −5,510−1.9% | Reduced |
| Forsta Ap-Fonden | 289,900 | $14.2M | 0.13% | −11,800−3.9% | Reduced |
| Bank of Nova Scotia Trust Co | 300,103 | $14.7M | 1.64% | +17,787+6.3% | Added |
| Pictet Asset Management Holding SA | 296,322 | $14.7M | 0.02% | −14,245−4.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 307,582 | $15.1M | 0.99% | +307,278+101,078.3% | Added |
| Neuberger Berman Group LLC | 309,884 | $15.2M | 0.01% | −62,458−16.8% | Reduced |
| D. E. Shaw & Co., Inc. | 327,059 | $16.0M | 0.02% | +327,059 | New |
| State of Tennessee, Treasury Department | 331,857 | $16.3M | 0.06% | −2,400−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 336,686 | $16.5M | 0.05% | −84,320−20.0% | Reduced |
| Guardian Capital LP | 372,280 | $18.3M | 0.69% | −16,334−4.2% | Reduced |
| Korea Investment CORP | 382,747 | $18.8M | 0.05% | −105,219−21.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 422,259 | $20.7M | 0.07% | −72,353−14.6% | Reduced |
| Todd Asset Management LLC | 483,547 | $23.7M | 0.49% | +4,624+1.0% | Added |
| Allianz Asset Management GmbH | 485,416 | $23.8M | 0.04% | −35,547−6.8% | Reduced |
| Two Sigma Advisers, LP | 517,432 | $25.3M | 0.06% | +23,100+4.7% | Added |
| Canoe Financial LP | 535,487 | $29.2M | 0.54% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 597,467 | $29.3M | 0.01% | −22,410−3.6% | Reduced |
| Northwest & Ethical Investments L.P. | 601,160 | $29.5M | 0.85% | +23,325+4.0% | Added |
| Russell Investments Group, Ltd. | 603,740 | $29.6M | 0.05% | −56,269−8.5% | Reduced |
| Great West Life Assurance Co | 629,285 | $30.8M | 0.06% | −1,423−0.2% | Reduced |
| UBS Group AG | 654,182 | $32.0M | 0.01% | −6,906−1.0% | Reduced |
| Nuveen Asset Management, LLC | 669,383 | $32.8M | 0.01% | −79,941−10.7% | Reduced |
| Aviva PLC | 752,701 | $36.9M | 0.10% | +205,652+37.6% | Added |
| Deutsche Bank AG | 849,488 | $41.6M | 0.02% | +129,126+17.9% | Added |
| Fiera Capital Corp | 850,638 | $41.7M | 0.13% | +24,911+3.0% | Added |
| Cardinal Capital Management, Inc. | 885,246 | $43.4M | 1.67% | +113,615+14.7% | Added |
| Man Group plc | 901,540 | $44.2M | 0.12% | +225,376+33.3% | Added |
| BlackRock Inc. | 990,080 | $48.5M | 0.00% | −19,837−2.0% | Reduced |
| First Trust Advisors LP | 994,222 | $48.7M | 0.05% | −130,701−11.6% | Reduced |
| Two Sigma Investments, LP | 996,081 | $48.8M | 0.12% | +215,100+27.5% | Added |
| Intact Investment Management Inc. | 1,017,964 | $49.9M | 1.87% | +823,670+423.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,036,140 | $50.8M | 0.12% | +190,015+22.5% | Added |
| DekaBank Deutsche Girozentrale | 1,057,168 | $51.7M | 0.09% | −2,827−0.3% | Reduced |
| QV Investors Inc. | 1,214,333 | $59.5M | 5.59% | +131,262+12.1% | Added |
| UBS Asset Management Americas Inc | 1,217,492 | $59.6M | 0.02% | +1,217,492 | New |
| Invesco Ltd. | 1,403,059 | $68.7M | 0.01% | −122,220−8.0% | Reduced |
| Value Partners Investments Inc. | 1,455,336 | $71.3M | 6.18% | +68,404+4.9% | Added |
| Charles Schwab Investment Management Inc | 1,501,376 | $73.6M | 0.01% | +1,501,376 | New |
| Canada Pension Plan Investment Board | 1,674,130 | $82.1M | 0.08% | 00.0% | Unchanged |
| Swiss National Bank | 1,747,200 | $85.6M | 0.06% | −17,600−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,775,042 | $87.0M | 0.02% | +431,418+32.1% | Added |
| Alberta Investment Management Corp | 1,878,893 | $92.1M | 0.97% | −437,850−18.9% | Reduced |
| Amundi | 1,883,630 | $93.2M | 0.04% | −662,560−26.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,920,168 | $93.7M | 0.84% | −18,158−0.9% | Reduced |
| Bank of America Corp | 2,187,746 | $107.2M | 0.01% | +1,095,030+100.2% | Added |
| Geode Capital Management, LLC | 2,446,754 | $121.5M | 0.01% | +109,709+4.7% | Added |
| Morgan Stanley | 2,639,252 | $129.3M | 0.01% | −185,615−6.6% | Reduced |
| British Columbia Investment Management Corp | 2,681,115 | $131.5M | 0.79% | +252,671+10.4% | Added |
| Agf Management Ltd | 2,513,349 | $135.8M | 0.75% | +797,901+46.5% | Added |
| Letko, Brosseau & Associates Inc | 2,781,017 | $136.3M | 2.59% | −14,475−0.5% | Reduced |
| JPMorgan Chase & Co | 2,807,640 | $137.5M | 0.01% | +9,437+0.3% | Added |
| Scotia Capital Inc. | 2,841,720 | $138.8M | 0.81% | −198,778−6.5% | Reduced |
| FIL Ltd | 3,636,921 | $178.3M | 0.18% | −8,719,507−70.6% | Reduced |
| Legal & General Group Plc | 3,889,317 | $190.7M | 0.05% | −82,452−2.1% | Reduced |
| Goldman Sachs Group Inc | 3,913,114 | $191.7M | 0.04% | +1,369,123+53.8% | Added |
| National Bank of Canada | 4,552,742 | $221.6M | 0.35% | −679,706−13.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,891,647 | $239.9M | 1.01% | +233,703+5.0% | Added |
| FMR LLC | 4,932,761 | $241.9M | 0.02% | +209,045+4.4% | Added |
| Norges Bank | 6,396,719 | $313.7M | 0.05% | −18,658−0.3% | Reduced |
| CIBC Asset Management Inc | 6,407,407 | $314.0M | 1.12% | +905,679+16.5% | Added |
| Federation des caisses Desjardins du Quebec | 6,367,087 | $314.6M | 1.69% | +3,181,088+99.8% | Added |
| Toronto Dominion Bank | 6,975,205 | $341.7M | 0.55% | +332,641+5.0% | Added |
| CIBC World Markets Inc. | 7,070,983 | $346.8M | 0.86% | +6,197+0.1% | Added |
| Bank of Nova Scotia | 7,206,865 | $353.4M | 0.69% | −449,360−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 8,601,980 | $421.2M | 0.39% | +1,049,244+13.9% | Added |
| Beutel, Goodman & Co Ltd. | 8,931,015 | $437.8M | 2.33% | −743,598−7.7% | Reduced |
| 1832 Asset Management L.P. | 10,216,206 | $500.5M | 0.91% | +499,009+5.1% | Added |
| Bank of Montreal | 12,332,391 | $603.9M | 0.31% | +326,024+2.7% | Added |
| Mackenzie Financial Corp | 14,703,533 | $721.0M | 1.07% | +407,913+2.9% | Added |
| TD Asset Management Inc | 16,085,449 | $788.5M | 0.74% | −22,299−0.1% | Reduced |
| Vanguard Group Inc | 23,625,552 | $1.16B | 0.02% | +383,642+1.7% | Added |
| Royal Bank of Canada | 40,431,917 | $1.98B | 0.48% | −727,579−1.8% | Reduced |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,501,888−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −673,490−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −359,475−100.0% | Sold out |