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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 21 | $1.22K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $1.74K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $3.13K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 57 | $3.31K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 71 | $4.12K | 0.00% | −11−13.4% | Reduced |
| Bogart Wealth, LLC | 89 | $5.16K | 0.00% | +89 | New |
| Barrett & Company, Inc. | 94 | $5.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.74K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 102 | $5.92K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 118 | $6.85K | 0.00% | +118 | New |
| Sunbelt Securities, Inc. | 122 | $7.08K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 139 | $8.06K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 140 | $8.13K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 148 | $8.59K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 151 | $8.73K | 0.00% | +121+403.3% | Added |
| Washington Trust Advisors, Inc. | 165 | $9.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $9.86K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 183 | $10.6K | 0.00% | −862−82.5% | Reduced |
| Smartleaf Asset Management LLC | 184 | $10.6K | 0.00% | +184 | New |
| Private Trust Co NA | 185 | $10.7K | 0.00% | +1+0.5% | Added |
| Waldron Private Wealth LLC | 186 | $10.8K | 0.00% | +186 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $11.3K | 0.00% | +41+26.8% | Added |
| Creative Financial Designs Inc | 200 | $11.6K | 0.00% | −352−63.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222 | $12.9K | 0.00% | +1+0.5% | Added |
| BFSG, LLC | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $14.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 256 | $14.9K | 0.00% | −136−34.7% | Reduced |
| Bell Investment Advisors, Inc | 256 | $14.9K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $16.8K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 294 | $17.1K | 0.00% | +3+1.0% | Added |
| Dogwood Wealth Management LLC | 327 | $19.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $19.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 331 | $19.2K | 0.00% | +45+15.7% | Added |
| Reuter James Wealth Management, LLC | 353 | $20.5K | 0.00% | +353 | New |
| Hexagon Capital Partners LLC | 355 | $20.6K | 0.00% | −524−59.6% | Reduced |
| Westside Investment Management, Inc. | 355 | $20.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 369 | $21.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 377 | $21.4K | 0.01% | +13+3.6% | Added |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 380 | $22.0K | 0.00% | +27+7.6% | Added |
| Global Retirement Partners, LLC | 390 | $22.6K | 0.00% | −2−0.5% | Reduced |
| Geneos Wealth Management Inc. | 391 | $22.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 438 | $25.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 458 | $26.5K | 0.00% | +458 | New |
| WealthCollab, LLC | 460 | $26.7K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $28.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $29.1K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $30.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 541 | $31.4K | 0.00% | +522+2,747.4% | Added |
| Northwest Financial Advisors | 566 | $32.8K | 0.03% | +566 | New |
| GAMMA Investing LLC | 571 | $33.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $37.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 650 | $37.7K | 0.01% | +361+124.9% | Added |
| Clean Yield Group | 676 | $39.2K | 0.01% | +676 | New |
| Group One Trading, L.P. | 700 | $40.6K | 0.00% | +700 | New |
| HM Payson & Co | 742 | $43.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $43.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 785 | $45.5K | 0.00% | −3,498−81.7% | Reduced |
| Proequities, Inc. | 787 | $45.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $45.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 788 | $45.7K | 0.00% | +788 | New |
| Private Wealth Management Group, LLC | 797 | $46.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $46.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 835 | $48.5K | 0.01% | −545−39.5% | Reduced |
| Fairfield Financial Advisors, LTD | 878 | $50.9K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 879 | $51.0K | 0.00% | +879 | New |
| Abound Wealth Management | 924 | $53.6K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 953 | $55.3K | 0.01% | +25+2.7% | Added |
| Financial Gravity Companies, Inc. | 963 | $55.9K | 0.01% | +963 | New |
| Centennial Bank | 994 | $57.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $62.3K | 0.00% | +1,074 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $62.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,210 | $70.2K | 0.00% | +10+0.8% | Added |
| Pacifica Partners Inc. | 1,288 | $74.9K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $75.1K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,311 | $76.1K | 0.05% | +67+5.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,529 | $88.7K | 0.01% | +1,529 | New |
| Lowe Wealth Advisors, LLC | 1,538 | $89.2K | 0.04% | +3+0.2% | Added |
| Alta Advisers Ltd | 1,570 | $91.2K | 0.04% | +1,570 | New |
| Gulf International Bank (UK) Ltd | 1,703 | $98.0K | 0.00% | −2,206−56.4% | Reduced |
| Plato Investment Management Ltd | 1,745 | $101.2K | 0.01% | +1,745 | New |
| Perkins Coie Trust Co | 1,871 | $108.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $110.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,951 | $113.2K | 0.00% | +1,691+650.4% | Added |
| City Holding Co | 2,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $116.0K | 0.02% | +2,000 | New |
| Rhumbline Advisers | 2,089 | $121.2K | 0.00% | +40+2.0% | Added |