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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 11,186 | $548.0K | 0.01% | −445−3.8% | Reduced |
| Montrusco Bolton Investments Inc. | 11,093 | $543.8K | 0.01% | −616,201−98.2% | Reduced |
| MQS Management LLC | 11,100 | $543.8K | 0.33% | +11,100 | New |
| Hillsdale Investment Management Inc. | 11,084 | $543.6K | 0.04% | −190,580−94.5% | Reduced |
| Pathstone Holdings, LLC | 10,875 | $532.8K | 0.00% | +336+3.2% | Added |
| Cigna Investments Inc | 10,805 | $530.0K | 0.10% | −11−0.1% | Reduced |
| Fifth Third Bancorp | 10,723 | $525.3K | 0.00% | −351−3.2% | Reduced |
| Quilter Plc | 10,641 | $521.8K | 0.01% | −1,000−8.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,621 | $520.3K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,364 | $507.8K | 0.00% | +713+7.4% | Added |
| Woodstock Corp | 9,647 | $472.6K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,505 | $465.6K | 0.00% | −50−0.5% | Reduced |
| Yousif Capital Management, LLC | 9,352 | $458.2K | 0.01% | −330−3.4% | Reduced |
| Private Advisor Group, LLC | 9,282 | $454.7K | 0.00% | −545−5.5% | Reduced |
| King Luther Capital Management Corp | 9,270 | $454.1K | 0.00% | −2,357−20.3% | Reduced |
| State of Wyoming | 9,110 | $446.6K | 0.07% | −869−8.7% | Reduced |
| Brown Advisory Inc | 8,885 | $435.3K | 0.00% | −60−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,840 | $433.1K | 0.01% | −497−5.3% | Reduced |
| Tyler-Stone Wealth Management | 8,727 | $427.5K | 0.18% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 8,400 | $412.0K | 0.03% | +8,400 | New |
| Cresset Asset Management, LLC | 8,224 | $402.9K | 0.00% | −4,576−35.8% | Reduced |
| Am Investment Strategies LLC | 8,037 | $394.0K | 0.10% | +18+0.2% | Added |
| Savant Capital, LLC | 7,783 | $381.3K | 0.00% | +1,545+24.8% | Added |
| Veriti Management LLC | 7,780 | $381.2K | 0.02% | −833−9.7% | Reduced |
| Claret Asset Management Corp | 7,762 | $381.0K | 0.07% | −572−6.9% | Reduced |
| Mercer Global Advisors Inc | 7,726 | $378.5K | 0.00% | +682+9.7% | Added |
| Syon Capital LLC | 7,623 | $373.5K | 0.03% | +324+4.4% | Added |
| Rempart Asset Management Inc. | 7,581 | $371.5K | 0.07% | −950−11.1% | Reduced |
| Boston Financial Mangement LLC | 7,491 | $367.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,004 | $344.0K | 0.00% | −1,377,594−99.5% | Reduced |
| TFB Advisors LLC | 7,000 | $342.9K | 0.11% | −506−6.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,982 | $342.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,932 | $339.6K | 0.01% | +1,156+20.0% | Added |
| MONECO Advisors, LLC | 6,869 | $336.5K | 0.05% | −22−0.3% | Reduced |
| Parsons Capital Management Inc | 6,667 | $326.6K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,630 | $323.0K | 0.09% | −1,095−14.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,584 | $322.6K | 0.00% | +58+0.9% | Added |
| Truist Financial Corp | 6,582 | $322.5K | 0.00% | −795−10.8% | Reduced |
| Janney Montgomery Scott LLC | 6,558 | $321.0K | 0.00% | +20.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,472 | $317.3K | 0.00% | −3,643−36.0% | Reduced |
| Davidson Trust Co | 6,383 | $312.7K | 0.22% | −310−4.6% | Reduced |
| CWM, LLC | 6,313 | $309.0K | 0.00% | +1,681+36.3% | Added |
| First Affirmative Financial Network | 6,156 | $301.6K | 0.21% | +160+2.7% | Added |
| Pinnacle Associates Ltd | 6,153 | $301.4K | 0.00% | −13−0.2% | Reduced |
| West Family Investments, Inc. | 6,140 | $300.8K | 0.09% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,049 | $296.3K | 0.00% | −650−9.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 6,031 | $295.5K | 0.16% | 00.0% | Unchanged |
| Natixis | 5,992 | $293.5K | 0.00% | +5,992 | New |
| Cumberland Partners Ltd | 5,946 | $291.4K | 0.02% | −8,100−57.7% | Reduced |
| Baird Financial Group, Inc. | 5,920 | $290.0K | 0.00% | +259+4.6% | Added |
| Smithfield Trust Co | 5,894 | $288.0K | 0.02% | +500+9.3% | Added |
| FreeGulliver LLC | 5,872 | $287.7K | 0.20% | 00.0% | Unchanged |
| Argent Trust Co | 5,787 | $283.5K | 0.01% | +1,610+38.5% | Added |
| Diversify Advisory Services, LLC | 5,699 | $280.0K | 0.02% | −45−0.8% | Reduced |
| Qtron Investments LLC | 5,650 | $277.0K | 0.04% | +5,650 | New |
| Triumph Capital Management | 5,600 | $274.3K | 0.11% | +5,600 | New |
| Running Point Capital Advisors, LLC | 5,573 | $273.0K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,430 | $266.0K | 0.02% | +27+0.5% | Added |
| Cozad Asset Management Inc | 5,412 | $265.1K | 0.03% | −285−5.0% | Reduced |
| Evergreen Capital Management LLC | 5,373 | $263.2K | 0.01% | +466+9.5% | Added |
| CAPROCK Group, Inc. | 5,339 | $261.6K | 0.01% | +5,339 | New |
| Sciencast Management LP | 5,151 | $252.3K | 0.09% | −5,756−52.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $252.0K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 5,134 | $251.5K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,095 | $249.6K | 0.00% | −245−4.6% | Reduced |
| Stonebridge Capital Management Inc | 5,000 | $245.0K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $244.9K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,992 | $244.5K | 0.01% | −95−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $244.2K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,893 | $239.7K | 0.02% | −352−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 4,701 | $230.3K | 0.00% | −1,833−28.1% | Reduced |
| Ieq Capital, LLC | 4,699 | $230.2K | 0.00% | +42+0.9% | Added |
| Schechter Investment Advisors, LLC | 4,687 | $229.6K | 0.02% | +166+3.7% | Added |
| Intrust Bank NA | 4,620 | $226.3K | 0.02% | +21+0.5% | Added |
| NewEdge Wealth, LLC | 4,618 | $226.2K | 0.00% | −20−0.4% | Reduced |
| Capital City Trust Co | 4,596 | $225.2K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,517 | $221.3K | 0.04% | −100−2.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,474 | $219.0K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,459 | $218.4K | 0.00% | −2,741−38.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,221 | $216.1K | 0.98% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,339 | $212.6K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,283 | $212.5K | 0.01% | +25+0.6% | Added |
| Keybank National Association | 4,305 | $210.9K | 0.00% | −517−10.7% | Reduced |
| Villere St Denis J & Co LLC | 4,177 | $204.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,149 | $203.3K | 0.00% | +2,741+194.7% | Added |
| Balyasny Asset Management LLC | 4,148 | $203.2K | 0.00% | −5,223−55.7% | Reduced |
| HighPoint Advisor Group LLC | 4,076 | $203.0K | 0.01% | +55+1.4% | Added |
| Andra AP-fonden | 3,000 | $201.2K | 0.00% | +3,000 | New |
| Ballast, Inc. | 4,083 | $200.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,001 | $196.0K | 0.01% | +47+1.2% | Added |
| Gulf International Bank (UK) Ltd | 3,909 | $191.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,424 | $186.9K | 0.00% | +1,259+58.2% | Added |
| Barclays PLC | 3,663 | $179.5K | 0.00% | −30,852−89.4% | Reduced |
| Lindbrook Capital, LLC | 3,592 | $176.0K | 0.02% | +8+0.2% | Added |
| CIBC Private Wealth Group, LLC | 3,574 | $175.7K | 0.00% | −10−0.3% | Reduced |
| Quadrant Capital Group LLC | 3,188 | $156.2K | 0.01% | +962+43.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,131 | $153.0K | 0.00% | +512+19.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,107 | $152.2K | 0.00% | +224+7.8% | Added |
| Bruce G. Allen Investments, LLC | 2,931 | $143.6K | 0.12% | +32+1.1% | Added |
| Independence Bank of Kentucky | 2,844 | $139.3K | 0.04% | 00.0% | Unchanged |