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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 2,184 | $126.7K | 0.00% | −321−12.8% | Reduced |
| Quadrant Capital Group LLC | 2,196 | $127.4K | 0.01% | −992−31.1% | Reduced |
| Macquarie Group Ltd | 2,396 | $139.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,742 | $159.1K | 0.00% | +73+2.7% | Added |
| First Horizon Advisors, Inc. | 2,771 | $160.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $165.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,953 | $171.3K | 0.01% | +1,227+71.1% | Added |
| Bruce G. Allen Investments, LLC | 3,049 | $176.9K | 0.14% | +118+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,203 | $185.8K | 0.00% | +96+3.1% | Added |
| Lindbrook Capital, LLC | 3,340 | $193.8K | 0.02% | −252−7.0% | Reduced |
| Parallel Advisors, LLC | 3,518 | $204.1K | 0.00% | −483−12.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,527 | $204.6K | 0.02% | +3,527 | New |
| Arkadios Wealth Advisors | 3,533 | $205.0K | 0.01% | +3,533 | New |
| Nilsine Partners, LLC | 3,563 | $206.7K | 0.03% | +3,563 | New |
| Five Oceans Advisors | 3,583 | $207.9K | 0.10% | +3,583 | New |
| Keybank National Association | 3,585 | $208.0K | 0.00% | −720−16.7% | Reduced |
| Flaharty Asset Management, LLC | 3,611 | $209.5K | 0.03% | +3,611 | New |
| Sivia Capital Partners, LLC | 3,656 | $212.1K | 0.13% | +3,656 | New |
| Wambolt & Associates, LLC | 3,667 | $212.8K | 0.06% | −2,963−44.7% | Reduced |
| Prelude Capital Management, LLC | 3,721 | $215.9K | 0.02% | +3,721 | New |
| Keebeck Alpha, LP | 3,721 | $215.9K | 0.14% | +3,721 | New |
| Well Done, LLC | 3,726 | $216.2K | 0.04% | +3,726 | New |
| Lee Financial Co | 3,766 | $218.5K | 0.03% | +3,766 | New |
| Benjamin Edwards Inc | 3,769 | $218.7K | 0.00% | +3,769 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $223.3K | 0.05% | +3,848 | New |
| HighPoint Advisor Group LLC | 4,096 | $227.7K | 0.01% | +20+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 3,939 | $228.5K | 0.02% | +3,939 | New |
| Canopy Partners, LLC | 3,941 | $228.7K | 0.10% | +3,941 | New |
| Park National Corp | 3,970 | $230.3K | 0.01% | +3,970 | New |
| Andra AP-fonden | 3,000 | $235.3K | 0.00% | 00.0% | Unchanged |
| Ballast, Inc. | 4,083 | $236.9K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,089 | $237.0K | 0.00% | +4,089 | New |
| Intrust Bank NA | 4,130 | $239.6K | 0.02% | −490−10.6% | Reduced |
| Villere St Denis J & Co LLC | 4,177 | $242.3K | 0.02% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 4,200 | $243.6K | 0.09% | +4,200 | New |
| Vise Technologies, Inc. | 4,262 | $247.3K | 0.03% | +4,262 | New |
| Pathway Financial Advisors LLC | 4,339 | $251.7K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,517 | $262.1K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,576 | $265.5K | 0.00% | +4,576 | New |
| Capital City Trust Co | 4,596 | $266.7K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,599 | $266.9K | 0.00% | +1,025+28.7% | Added |
| NewEdge Wealth, LLC | 4,618 | $267.9K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,620 | $268.1K | 0.02% | −67−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 4,655 | $270.1K | 0.00% | −46−1.0% | Reduced |
| Ieq Capital, LLC | 4,736 | $274.8K | 0.00% | +37+0.8% | Added |
| Glenmede Trust Co NA | 4,813 | $279.3K | 0.00% | −4,692−49.4% | Reduced |
| Cozad Asset Management Inc | 4,815 | $279.4K | 0.03% | −597−11.0% | Reduced |
| Ritholtz Wealth Management | 4,854 | $281.6K | 0.01% | −138−2.8% | Reduced |
| Hillsdale Investment Management Inc. | 4,929 | $285.7K | 0.02% | −6,155−55.5% | Reduced |
| Toroso Investments, LLC | 4,925 | $285.7K | 0.00% | +4,925 | New |
| International Assets Investment Management, LLC | 16,594 | $286.0K | 0.00% | +16,594 | New |
| Pacer Advisors, Inc. | 4,951 | $287.3K | 0.00% | −144−2.8% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $289.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,001 | $290.0K | 0.00% | −1,312−20.8% | Reduced |
| Stonebridge Capital Management Inc | 5,000 | $290.0K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $290.1K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,061 | $293.6K | 0.01% | −278−5.2% | Reduced |
| Jones Financial Companies LLLP | 5,103 | $295.1K | 0.00% | +954+23.0% | Added |
| Regions Financial Corp | 5,134 | $297.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $298.4K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,448 | $316.1K | 0.03% | +555+11.3% | Added |
| Pinnacle Associates Ltd | 6,153 | $319.1K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,533 | $321.0K | 0.00% | +1,074+24.1% | Added |
| Diversify Advisory Services, LLC | 5,685 | $322.1K | 0.02% | −14−0.2% | Reduced |
| Running Point Capital Advisors, LLC | 5,573 | $323.3K | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,662 | $328.6K | 0.00% | −258−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $335.1K | 0.01% | −1,156−16.7% | Reduced |
| Argent Trust Co | 5,787 | $335.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,865 | $340.3K | 0.01% | +5,730+4,244.4% | Added |
| Smithfield Trust Co | 5,894 | $342.0K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,906 | $342.6K | 0.19% | −250−4.1% | Reduced |
| Barclays PLC | 5,907 | $342.7K | 0.00% | +2,244+61.3% | Added |
| Cumberland Partners Ltd | 5,946 | $345.2K | 0.02% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 6,031 | $349.9K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,044 | $350.7K | 0.02% | +614+11.3% | Added |
| K.J. Harrison & Partners Inc | 6,339 | $360.9K | 0.05% | −21,836−77.5% | Reduced |
| Davidson Trust Co | 6,383 | $370.3K | 0.19% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,661 | $375.3K | 0.00% | +4,237+123.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,476 | $375.7K | 0.00% | −108−1.6% | Reduced |
| Parsons Capital Management Inc | 6,667 | $386.8K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,729 | $390.0K | 0.00% | +171+2.6% | Added |
| MONECO Advisors, LLC | 6,871 | $398.6K | 0.05% | +20.0% | Added |
| King Luther Capital Management Corp | 6,884 | $399.4K | 0.00% | −2,386−25.7% | Reduced |
| Evergreen Capital Management LLC | 6,924 | $401.7K | 0.01% | +1,551+28.9% | Added |
| Moneta Group Investment Advisors LLC | 6,936 | $402.4K | 0.01% | +6,936 | New |
| Syon Capital LLC | 6,961 | $403.9K | 0.04% | −662−8.7% | Reduced |
| TFB Advisors LLC | 7,000 | $406.1K | 0.12% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 7,242 | $413.8K | 0.08% | −339−4.5% | Reduced |
| West Family Investments, Inc. | 7,179 | $416.5K | 0.14% | +1,039+16.9% | Added |
| Truist Financial Corp | 7,209 | $418.3K | 0.00% | +627+9.5% | Added |
| Mercer Global Advisors Inc | 7,461 | $432.9K | 0.00% | −265−3.4% | Reduced |
| Boston Financial Mangement LLC | 7,491 | $434.6K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 7,659 | $444.0K | 0.12% | +3,185+71.2% | Added |
| Financial Counselors Inc | 7,823 | $453.9K | 0.01% | +1,774+29.3% | Added |
| Savant Capital, LLC | 7,890 | $457.8K | 0.00% | +107+1.4% | Added |
| Cresset Asset Management, LLC | 7,941 | $460.7K | 0.00% | −283−3.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,075 | $465.8K | 0.00% | −7,426−47.9% | Reduced |
| Am Investment Strategies LLC | 8,057 | $467.0K | 0.11% | +20+0.2% | Added |
| DRW Securities, LLC | 6,100 | $478.5K | 0.03% | +6,100 | New |
| Prime Capital Investment Advisors, LLC | 8,324 | $482.9K | 0.01% | −516−5.8% | Reduced |