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 |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 101,956 | $5.00M | 2.06% | +88,465+655.7% | Added |
| Van Eck Associates Corp | 100,704 | $4.94M | 0.01% | +19,807+24.5% | Added |
| O'Shaughnessy Asset Management, LLC | 98,204 | $4.81M | 0.05% | −13,600−12.2% | Reduced |
| Citigroup Inc | 98,168 | $4.81M | 0.00% | −15,373−13.5% | Reduced |
| Motco | 97,007 | $4.75M | 0.28% | −890−0.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 87,638 | $4.53M | 0.52% | −16,946−16.2% | Reduced |
| Aviso Financial Inc. | 92,555 | $4.52M | 0.25% | +92,555 | New |
| Wells Fargo & Company | 91,590 | $4.49M | 0.00% | −7,535−7.6% | Reduced |
| Jane Street Group, LLC | 88,497 | $4.34M | 0.00% | −62,767−41.5% | Reduced |
| Burney Co | 87,861 | $4.30M | 0.16% | −1,391−1.6% | Reduced |
| Meritage Portfolio Management | 85,997 | $4.21M | 0.27% | +24,071+38.9% | Added |
| Susquehanna Fundamental Investments, LLC | 80,000 | $3.92M | 0.09% | −64,100−44.5% | Reduced |
| Janus Henderson Group PLC | 78,998 | $3.87M | 0.00% | +3,700+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 77,071 | $3.78M | 0.02% | −25,365−24.8% | Reduced |
| Public Sector Pension Investment Board | 76,268 | $3.74M | 0.02% | −2,619−3.3% | Reduced |
| Quantinno Capital Management LP | 74,651 | $3.66M | 0.07% | +25,769+52.7% | Added |
| Ossiam | 71,566 | $3.51M | 0.07% | +3,673+5.4% | Added |
| Numerai GP LLC | 68,524 | $3.36M | 1.22% | +68,524 | New |
| Symphony Financial, Ltd. Co. | 68,089 | $3.33M | 0.61% | −2,360−3.3% | Reduced |
| Utah Retirement Systems | 65,383 | $3.21M | 0.04% | −3,600−5.2% | Reduced |
| APG Asset Management N.V. | 68,954 | $3.15M | 0.01% | +38,300+124.9% | Added |
| Assenagon Asset Management S.A. | 62,389 | $3.06M | 0.01% | +2,261+3.8% | Added |
| Commonwealth Equity Services, LLC | 59,538 | $2.92M | 0.00% | −1,130−1.9% | Reduced |
| Intech Investment Management LLC | 59,429 | $2.91M | 0.04% | +23,527+65.5% | Added |
| Ninepoint Partners LP | 58,717 | $2.88M | 0.31% | 00.0% | Unchanged |
| Cetera Investment Advisers | 54,667 | $2.68M | 0.01% | −9,573−14.9% | Reduced |
| Harvest Portfolios Group Inc. | 53,970 | $2.65M | 0.10% | +1,631+3.1% | Added |
| Raymond James & Associates | 51,006 | $2.50M | 0.00% | +16,433+47.5% | Added |
| Creative Planning | 47,968 | $2.35M | 0.00% | +12,049+33.5% | Added |
| Vontobel Holding Ltd. | 47,181 | $2.31M | 0.01% | +93+0.2% | Added |
| Kraematon Investment Advisors, Inc | 46,759 | $2.29M | 2.33% | +121+0.3% | Added |
| Stifel Financial Corp | 44,255 | $2.17M | 0.00% | +3,001+7.3% | Added |
| Vident Advisory, LLC | 43,511 | $2.13M | 0.06% | +43,511 | New |
| Triasima Portfolio Management inc. | 42,340 | $2.08M | 0.19% | −566,420−93.0% | Reduced |
| Alliancebernstein L.P. | 41,903 | $2.05M | 0.00% | −4,680−10.0% | Reduced |
| Gold Investment Management Ltd. | 41,670 | $2.04M | 0.86% | −881−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.04M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 39,476 | $1.93M | 0.00% | +5,852+17.4% | Added |
| Mariner, LLC | 39,300 | $1.93M | 0.00% | −5,043−11.4% | Reduced |
| State Street Corp | 39,148 | $1.92M | 0.00% | +27,196+227.5% | Added |
| Natixis Advisors, L.P. | 38,160 | $1.87M | 0.00% | +1,923+5.3% | Added |
| Dorchester Wealth Management Co | 36,445 | $1.79M | 0.35% | −3,745−9.3% | Reduced |
| Metis Global Partners, LLC | 34,669 | $1.70M | 0.06% | +1,508+4.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34,563 | $1.69M | 0.06% | +4,883+16.5% | Added |
| PCJ Investment Counsel Ltd. | 34,180 | $1.68M | 0.70% | −25,060−42.3% | Reduced |
| Maryland State Retirement & Pension System | 33,996 | $1.67M | 0.03% | −55,685−62.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,507 | $1.64M | 0.00% | +426+1.3% | Added |
| M&G Plc | 31,041 | $1.52M | 0.01% | +31,041 | New |
| M&T Bank Corp | 30,923 | $1.51M | 0.01% | −63−0.2% | Reduced |
| Erste Asset Management GmbH | 30,500 | $1.49M | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 28,902 | $1.42M | 0.14% | −1,405−4.6% | Reduced |
| K.J. Harrison & Partners Inc | 28,175 | $1.38M | 0.23% | −14,929−34.6% | Reduced |
| Investment Management Corp of Ontario | 27,997 | $1.37M | 0.04% | −401−1.4% | Reduced |
| V-Square Quantitative Management LLC | 19,408 | $1.30M | 0.21% | +1,100+6.0% | Added |
| Pathway Financial Advisers, LLC | 25,337 | $1.24M | 0.44% | +1,831+7.8% | Added |
| United Services Automobile Association | 24,095 | $1.18M | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 23,971 | $1.17M | 0.02% | +1,032+4.5% | Added |
| Twin Tree Management, LP | 23,941 | $1.17M | 0.03% | −250,178−91.3% | Reduced |
| Frank, Rimerman Advisors LLC | 23,504 | $1.15M | 0.08% | +23,504 | New |
| Aigen Investment Management, LP | 22,815 | $1.12M | 0.22% | +22,815 | New |
| Envestnet Asset Management Inc | 22,688 | $1.11M | 0.00% | −78,585−77.6% | Reduced |
| Wetherby Asset Management Inc | 22,313 | $1.09M | 0.05% | −2,738−10.9% | Reduced |
| Capital World Investors | 22,226 | $1.09M | 0.00% | +2,794+14.4% | Added |
| Mason & Associates Inc | 22,000 | $1.08M | 0.29% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,409 | $1.05M | 0.00% | −951−4.3% | Reduced |
| JustInvest LLC | 21,376 | $1.04M | 0.02% | +2,853+15.4% | Added |
| Point72 Asset Management, L.P. | 21,000 | $1.03M | 0.00% | +21,000 | New |
| Captrust Financial Advisors | 20,800 | $1.02M | 0.00% | +10,445+100.9% | Added |
| Bessemer Group Inc | 20,478 | $1.00M | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20,239 | $991.5K | 0.32% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 14,300 | $959.2K | 0.01% | +6,100+74.4% | Added |
| Advisory Resource Group | 19,287 | $944.9K | 0.21% | +2,108+12.3% | Added |
| Cidel Asset Management Inc | 19,064 | $934.6K | 0.07% | −4,682−19.7% | Reduced |
| Principal Financial Group Inc | 18,333 | $898.7K | 0.00% | −1,000−5.2% | Reduced |
| Credit Agricole S A | 18,281 | $895.6K | 0.01% | +15,642+592.7% | Added |
| US Bancorp | 18,277 | $895.4K | 0.00% | −2,331−11.3% | Reduced |
| HighTower Advisors, LLC | 18,308 | $895.0K | 0.00% | −1,017−5.3% | Reduced |
| HBK Sorce Advisory LLC | 18,200 | $891.6K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 17,513 | $858.0K | 0.10% | +17,513 | New |
| Cambridge Investment Research Advisors, Inc. | 17,358 | $850.0K | 0.00% | −208−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,050 | $835.3K | 0.00% | −412−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 16,447 | $806.1K | 0.00% | −30,766−65.2% | Reduced |
| Kestra Advisory Services, LLC | 17,886 | $804.4K | 0.00% | +1,179+7.1% | Added |
| SEI Investments Co | 16,247 | $795.9K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 15,922 | $780.8K | 0.01% | −260,964−94.2% | Reduced |
| Cerity Partners LLC | 15,781 | $773.1K | 0.00% | −7,039−30.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,501 | $764.3K | 0.01% | −6,511−29.6% | Reduced |
| Rathbone Brothers plc | 15,105 | $740.5K | 0.00% | +10,625+237.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $716.3K | 0.07% | −228−1.5% | Reduced |
| Blair William & Co | 14,471 | $708.9K | 0.00% | +1,903+15.1% | Added |
| Bridgewater Associates, LP | 13,266 | $650.3K | 0.00% | +13,266 | New |
| Avantax Advisory Services, Inc. | 13,150 | $644.2K | 0.00% | +1,325+11.2% | Added |
| Independent Advisor Alliance | 12,554 | $615.0K | 0.02% | +98+0.8% | Added |
| Verdence Capital Advisors LLC | 12,160 | $595.7K | 0.05% | +219+1.8% | Added |
| Candriam Luxembourg S.C.A. | 12,092 | $592.7K | 0.00% | +1,342+12.5% | Added |
| Washington Trust Co | 11,469 | $561.9K | 0.02% | −20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 11,332 | $555.2K | 0.01% | +1,030+10.0% | Added |
| Ontario Teachers Pension Plan Board | 11,286 | $553.5K | 0.01% | −13,527−54.5% | Reduced |
| Quantbot Technologies LP | 11,200 | $548.7K | 0.03% | +11,200 | New |
| Brinker Capital Investments, LLC | 11,186 | $548.0K | 0.01% | −445−3.8% | Reduced |