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 |
|---|---|---|---|---|---|
| Tobam | 2,066 | $139.0K | 0.02% | +755+57.6% | Added |
| First Horizon Advisors, Inc. | 2,771 | $135.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,669 | $130.8K | 0.00% | +111+4.3% | Added |
| Massmutual Trust Co FSB | 2,505 | $122.7K | 0.00% | +492+24.4% | Added |
| Macquarie Group Ltd | 2,396 | $117.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,049 | $100.4K | 0.00% | −882−30.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,039 | $100.0K | 0.00% | −100−4.7% | Reduced |
| City Holding Co | 2,000 | $98.0K | 0.01% | −1,200−37.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $93.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $91.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,726 | $84.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,535 | $75.2K | 0.03% | +2+0.1% | Added |
| Louisbourg Investments Inc. | 1,380 | $67.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $63.8K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $63.4K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,263 | $61.9K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,250 | $61.2K | 0.05% | +1,250 | New |
| Cromwell Holdings LLC | 1,244 | $60.9K | 0.04% | +1,244 | New |
| Central Trust Co | 1,200 | $58.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $55.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,045 | $51.2K | 0.00% | +183+21.2% | Added |
| Centennial Bank | 994 | $48.7K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 963 | $47.2K | 0.01% | −963−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 928 | $45.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 924 | $45.3K | 0.02% | −58−5.9% | Reduced |
| Hexagon Capital Partners LLC | 879 | $43.1K | 0.01% | −61−6.5% | Reduced |
| Fairfield Financial Advisors, LTD | 878 | $43.0K | 0.02% | +878 | New |
| MCF Advisors LLC | 800 | $39.2K | 0.00% | −90−10.1% | Reduced |
| Proequities, Inc. | 787 | $39.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $39.2K | 0.02% | +800 | New |
| Private Wealth Management Group, LLC | 797 | $39.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $38.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $36.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $36.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $31.8K | 0.00% | −6,459−90.9% | Reduced |
| GAMMA Investing LLC | 571 | $28.0K | 0.00% | +562+6,244.4% | Added |
| Creative Financial Designs Inc | 552 | $27.0K | 0.00% | −837−60.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 530 | $26.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $24.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $24.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $22.8K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $22.5K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $21.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $20.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $19.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 392 | $19.2K | 0.00% | −621−61.3% | Reduced |
| Global Retirement Partners, LLC | 392 | $19.2K | 0.00% | −3,529−90.0% | Reduced |
| Geneos Wealth Management Inc. | 391 | $19.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 369 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $18.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $17.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 353 | $17.3K | 0.00% | −56−13.7% | Reduced |
| Cornerstone Planning Group LLC | 364 | $17.1K | 0.00% | +364 | New |
| TruNorth Capital Management, LLC | 330 | $16.2K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $16.0K | 0.01% | +327 | New |
| TD Capital Management LLC | 291 | $14.3K | 0.00% | +291 | New |
| Addison Advisors LLC | 289 | $14.2K | 0.00% | +263+1,011.5% | Added |
| MeadowBrook Investment Advisors LLC | 289 | $14.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 286 | $13.9K | 0.00% | +57+24.9% | Added |
| Tacita Capital Inc | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $13.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 260 | $12.7K | 0.00% | +21+8.8% | Added |
| Bell Investment Advisors, Inc | 256 | $12.5K | 0.00% | +109+74.1% | Added |
| Strategic Investment Solutions, Inc. | 246 | $12.2K | 0.00% | +246 | New |
| BFSG, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221 | $10.9K | 0.00% | −127−36.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $9.79K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $9.16K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 190 | $9.00K | 0.00% | +1+0.5% | Added |
| Private Trust Co NA | 184 | $9.00K | 0.00% | +2+1.1% | Added |
| Laurel Wealth Advisors LLC | 170 | $8.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $8.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $7.50K | 0.00% | +13+9.3% | Added |
| Ancora Advisors, LLC | 148 | $7.25K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 139 | $6.83K | 0.00% | −217−61.0% | Reduced |
| Evermay Wealth Management LLC | 139 | $6.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 135 | $6.61K | 0.00% | −8,913−98.5% | Reduced |
| Sunbelt Securities, Inc. | 122 | $5.98K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 119 | $5.83K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 102 | $5.00K | 0.00% | +102 | New |
| Key Financial Inc | 99 | $4.85K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $4.61K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 82 | $4.02K | 0.00% | −5,637−98.6% | Reduced |
| PFG Private Wealth Management, LLC | 57 | $2.79K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 47 | $2.30K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $1.47K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $978 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $931 | 0.00% | +4+26.7% | Added |
| 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 |