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, Q3 2024
Institutional positions in Sun Life Financial Inc as of Sep 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
- 422
- +30 vs. Q2 2024
- Shares held
- 272.1M
- +3.47M (+1.3%) vs. Q2 2024
- Total value
- $15.8B
- +$2.62B (+19.8%) vs. Q2 2024
- New holders
- 59
- 124 more added
- Sold out
- 29
- 141 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 42,827,248 | $2.48B | 0.55% | +2,395,331+5.9% | Added |
| Vanguard Group Inc | 24,035,609 | $1.39B | 0.02% | +410,057+1.7% | Added |
| TD Asset Management Inc | 15,734,860 | $912.2M | 0.80% | −350,589−2.2% | Reduced |
| Bank of Montreal | 13,912,566 | $804.0M | 0.38% | +1,580,175+12.8% | Added |
| Mackenzie Financial Corp | 13,281,505 | $770.4M | 1.07% | −1,422,028−9.7% | Reduced |
| 1832 Asset Management L.P. | 9,934,910 | $576.4M | 0.97% | −281,296−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,929,481 | $572.3M | 2.83% | +3,562,394+56.0% | Added |
| Manufacturers Life Insurance Company, The | 9,256,384 | $537.3M | 0.47% | +654,404+7.6% | Added |
| Beutel, Goodman & Co Ltd. | 8,750,033 | $508.1M | 2.50% | −180,982−2.0% | Reduced |
| CIBC World Markets Inc. | 7,255,823 | $420.9M | 0.95% | +184,840+2.6% | Added |
| Bank of Nova Scotia | 7,046,738 | $408.8M | 0.82% | −160,127−2.2% | Reduced |
| Toronto Dominion Bank | 6,920,916 | $401.6M | 0.71% | −54,289−0.8% | Reduced |
| CIBC Asset Management Inc | 6,488,668 | $377.3M | 1.22% | +81,261+1.3% | Added |
| Norges Bank | 6,482,904 | $376.0M | 0.05% | +86,185+1.3% | Added |
| National Bank of Canada | 5,837,298 | $338.6M | 0.46% | +1,284,556+28.2% | Added |
| FMR LLC | 5,189,939 | $301.0M | 0.02% | +257,178+5.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,665,564 | $270.6M | 1.31% | −226,083−4.6% | Reduced |
| Legal & General Group Plc | 3,944,487 | $229.0M | 0.06% | +55,170+1.4% | Added |
| Scotia Capital Inc. | 2,880,073 | $165.8M | 0.89% | +38,353+1.3% | Added |
| JPMorgan Chase & Co | 2,841,712 | $164.9M | 0.01% | +34,072+1.2% | Added |
| Geode Capital Management, LLC | 2,654,586 | $156.1M | 0.01% | +207,832+8.5% | Added |
| Letko, Brosseau & Associates Inc | 2,686,623 | $156.0M | 2.83% | −94,394−3.4% | Reduced |
| Agf Management Ltd | 2,134,056 | $138.1M | 0.70% | −379,293−15.1% | Reduced |
| FIL Ltd | 2,262,702 | $131.2M | 0.12% | −1,374,219−37.8% | Reduced |
| HSBC Holdings PLC | 2,213,133 | $127.4M | 0.08% | +2,206,129+31,498.1% | Added |
| TD Waterhouse Canada Inc. | 1,959,739 | $112.9M | 0.92% | +39,571+2.1% | Added |
| Dimensional Fund Advisors LP | 1,808,941 | $105.0M | 0.03% | +33,899+1.9% | Added |
| Morgan Stanley | 1,754,665 | $101.8M | 0.01% | −884,587−33.5% | Reduced |
| Swiss National Bank | 1,749,100 | $101.6M | 0.07% | +1,900+0.1% | Added |
| Amundi | 1,765,509 | $101.2M | 0.04% | −118,121−6.3% | Reduced |
| Canada Pension Plan Investment Board | 1,667,939 | $96.9M | 0.09% | −6,191−0.4% | Reduced |
| Bank of America Corp | 1,605,723 | $93.2M | 0.01% | −582,023−26.6% | Reduced |
| British Columbia Investment Management Corp | 1,585,690 | $92.0M | 0.55% | −1,095,425−40.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,580,531 | $91.8M | 0.02% | +79,155+5.3% | Added |
| Alberta Investment Management Corp | 1,575,775 | $91.5M | 0.79% | −303,118−16.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,494,660 | $86.7M | 0.07% | +1,494,660 | New |
| Invesco Ltd. | 1,307,314 | $75.9M | 0.01% | −95,745−6.8% | Reduced |
| Goldman Sachs Group Inc | 1,233,582 | $71.6M | 0.01% | −2,679,532−68.5% | Reduced |
| QV Investors Inc. | 1,210,734 | $70.3M | 6.21% | −3,599−0.3% | Reduced |
| Value Partners Investments Inc. | 1,142,090 | $66.4M | 5.37% | −313,246−21.5% | Reduced |
| Two Sigma Investments, LP | 1,125,581 | $65.3M | 0.15% | +129,500+13.0% | Added |
| UBS Asset Management Americas Inc | 1,125,104 | $65.3M | 0.02% | −92,388−7.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $60.3M | 0.11% | −7,838−0.7% | Reduced |
| BlackRock, Inc. | 959,247 | $55.7M | 0.00% | +959,247 | New |
| Man Group plc | 926,697 | $53.8M | 0.15% | +25,157+2.8% | Added |
| Aviva PLC | 899,759 | $52.2M | 0.14% | +147,058+19.5% | Added |
| First Trust Advisors LP | 897,803 | $52.1M | 0.05% | −96,419−9.7% | Reduced |
| Deutsche Bank AG | 889,058 | $51.6M | 0.02% | +39,570+4.7% | Added |
| Cardinal Capital Management, Inc. | 869,866 | $50.5M | 2.08% | −15,380−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 868,127 | $50.4M | 0.10% | −168,013−16.2% | Reduced |
| Fiera Capital Corp | 836,152 | $48.6M | 0.15% | −14,486−1.7% | Reduced |
| Nuveen Asset Management, LLC | 662,607 | $38.5M | 0.01% | −6,776−1.0% | Reduced |
| UBS Group AG | 617,730 | $35.8M | 0.01% | −36,452−5.6% | Reduced |
| Russell Investments Group, Ltd. | 614,262 | $35.7M | 0.05% | +10,522+1.7% | Added |
| Todd Asset Management LLC | 598,508 | $34.7M | 0.81% | +114,961+23.8% | Added |
| Northwest & Ethical Investments L.P. | 589,272 | $34.2M | 0.90% | −11,888−2.0% | Reduced |
| Great West Life Assurance Co | 581,420 | $33.6M | 0.06% | −47,865−7.6% | Reduced |
| Bank of New York Mellon Corp | 525,331 | $30.5M | 0.01% | −72,136−12.1% | Reduced |
| MUFG Securities (Canada), Ltd. | 512,803 | $29.8M | 1.33% | +205,221+66.7% | Added |
| Intact Investment Management Inc. | 483,212 | $28.0M | 0.93% | −534,752−52.5% | Reduced |
| Two Sigma Advisers, LP | 461,132 | $26.8M | 0.06% | −56,300−10.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 388,099 | $22.5M | 0.07% | −34,160−8.1% | Reduced |
| Korea Investment CORP | 385,135 | $22.4M | 0.05% | +2,388+0.6% | Added |
| Neuberger Berman Group LLC | 359,658 | $20.9M | 0.02% | +49,774+16.1% | Added |
| Allianz Asset Management GmbH | 358,124 | $20.8M | 0.03% | −127,292−26.2% | Reduced |
| State of Tennessee, Treasury Department | 331,252 | $19.2M | 0.07% | −605−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 329,860 | $19.1M | 0.17% | +68,000+26.0% | Added |
| Guardian Capital LP | 317,656 | $18.4M | 0.68% | −54,624−14.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,546 | $18.1M | 0.05% | −25,140−7.5% | Reduced |
| Bank of Nova Scotia Trust Co | 309,085 | $17.9M | 1.82% | +8,982+3.0% | Added |
| Pictet Asset Management Holding SA | 297,928 | $17.3M | 0.02% | +1,606+0.5% | Added |
| Voloridge Investment Management, LLC | 297,355 | $17.3M | 0.06% | +126,555+74.1% | Added |
| Northern Trust Corp | 292,963 | $17.0M | 0.00% | +4,781+1.7% | Added |
| Forsta Ap-Fonden | 287,300 | $16.7M | 0.13% | −2,600−0.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 145,556 | $15.8M | 0.72% | +36,746+33.8% | Added |
| D. E. Shaw & Co., Inc. | 254,623 | $14.8M | 0.02% | −72,436−22.1% | Reduced |
| Varma Mutual Pension Insurance Co | 265,164 | $14.7M | 0.12% | +265,164 | New |
| Systematic Alpha Investments, LLC | 250,808 | $14.6M | 0.53% | 00.0% | Unchanged |
| Franklin Resources Inc | 242,420 | $14.1M | 0.00% | −19,389−7.4% | Reduced |
| Ameriprise Financial Inc | 173,238 | $13.5M | 0.00% | −6,637−3.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 224,045 | $13.0M | 0.09% | −5,600−2.4% | Reduced |
| Jarislowsky, Fraser Ltd | 222,432 | $12.9M | 0.07% | +5,223+2.4% | Added |
| Crossmark Global Holdings, Inc. | 201,592 | $11.7M | 0.21% | −37,241−15.6% | Reduced |
| Unigestion Holding SA | 199,042 | $11.5M | 0.56% | +199,042 | New |
| AXA S.A. | 191,603 | $11.1M | 0.03% | +18,349+10.6% | Added |
| Sienna Gestion | 178,785 | $10.4M | 0.69% | +27,800+18.4% | Added |
| Addenda Capital Inc. | 126,576 | $9.93M | 0.35% | −25,763−16.9% | Reduced |
| Guardian Capital Advisors LP | 167,755 | $9.72M | 0.96% | +349+0.2% | Added |
| Public Employees Retirement System of Ohio | 164,352 | $9.54M | 0.04% | +164,352 | New |
| AustralianSuper Pty Ltd | 164,228 | $9.53M | 0.05% | −7,755−4.5% | Reduced |
| USS Investment Management Ltd | 156,209 | $9.03M | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 150,220 | $8.71M | 0.01% | +12,336+8.9% | Added |
| Citadel Advisors LLC | 140,148 | $8.13M | 0.01% | −91,188−39.4% | Reduced |
| Price T Rowe Associates Inc | 135,168 | $7.84M | 0.00% | +135,168 | New |
| Royal London Asset Management Ltd | 127,438 | $7.39M | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 128,431 | $7.29M | 0.01% | +27,727+27.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 114,921 | $6.67M | 1.93% | +2,085+1.8% | Added |
| ExodusPoint Capital Management, LP | 113,801 | $6.60M | 0.07% | +113,801 | New |
| Quadrature Capital Ltd | 111,200 | $6.46M | 0.15% | +111,200 | New |
| JCIC Asset Management Inc. | 106,346 | $6.17M | 2.53% | +4,390+4.3% | Added |