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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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ2 2024: 396 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ2 2024: $13.2B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Varma Mutual Pension Insurance Co0$00.00%−258,800−100.0%Sold out
Renaissance Technologies LLC0$00.00%−160,440−100.0%Sold out
Unigestion Holding SA0$00.00%−119,413−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−105,050−100.0%Sold out
Quadrature Capital Ltd0$00.00%−88,200−100.0%Sold out
Prudential Financial Inc0$00.00%−77,339−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−54,418−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−28,053−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−24,907−100.0%Sold out
Engineers Gate Manager LP0$00.00%−20,987−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−15,309−100.0%Sold out
Squarepoint Ops LLC0$00.00%−13,609−100.0%Sold out
Park Avenue Securities LLC0$00.00%−10,627−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−10,444−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−7,604−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−8,385−100.0%Sold out
Axq Capital, LP0$00.00%−7,120−100.0%Sold out
Balentine LLC0$00.00%−6,392−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−6,100−100.0%Sold out
Virtu Financial LLC0$00.00%−5,476−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,366−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−4,312−100.0%Sold out
MML Investors Services, LLC0$00.00%−4,313−100.0%Sold out
Csenge Advisory Group0$00.00%−4,247−100.0%Sold out
Duality Advisers, LP0$00.00%−4,083−100.0%Sold out
Clarius Group, LLC0$00.00%−4,062−100.0%Sold out
Canopy Partners, LLC0$00.00%−3,941−100.0%Sold out
Mitchell McLeod Pugh & Williams Inc0$00.00%−3,848−100.0%Sold out
Heathbridge Capital Management Ltd.0$00.00%−3,800−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−3,898−100.0%Sold out
Well Done, LLC0$00.00%−3,708−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−3,267−100.0%Sold out
Concord Wealth Partners0$00.00%−2,000−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−1,400−100.0%Sold out
Spire Wealth Management0$00.00%−568−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−452−100.0%Sold out
Headlands Technologies LLC0$00.00%−411−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−397−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−263−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−177−100.0%Sold out
Optiver Holding B.V.0$00.00%−116−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−45−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−21−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−9−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−2−100.0%Sold out
Credit Suisse AG––––Not filed
Credential Qtrade Securities Inc.––––Not filed
Shell Asset Management Co––––Not filed
Grey Street Capital, LLC––––Not filed