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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 8,400 | $487.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,462 | $491.0K | 0.00% | −820−8.8% | Reduced |
| Claret Asset Management Corp | 8,797 | $510.0K | 0.08% | +1,035+13.3% | Added |
| Sound View Wealth Advisors Group, LLC | 8,891 | $515.9K | 0.04% | +1,909+27.3% | Added |
| Yousif Capital Management, LLC | 9,084 | $527.1K | 0.01% | −268−2.9% | Reduced |
| Woodstock Corp | 9,647 | $559.7K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 10,060 | $583.7K | 0.03% | +2,280+29.3% | Added |
| BNP Paribas Arbitrage, SA | 10,233 | $593.7K | 0.00% | +10,233 | New |
| Quilter Plc | 10,291 | $596.9K | 0.01% | −350−3.3% | Reduced |
| CI Private Wealth, LLC | 10,343 | $600.1K | 0.00% | −21−0.2% | Reduced |
| Brown Advisory Inc | 10,357 | $600.9K | 0.00% | +1,472+16.6% | Added |
| Cigna Investments Inc | 10,603 | $615.0K | 0.11% | −202−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,621 | $616.2K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,725 | $622.8K | 0.00% | +4,253+65.7% | Added |
| Sequoia Financial Advisors, LLC | 10,775 | $625.2K | 0.01% | −557−4.9% | Reduced |
| LGT Group Foundation | 11,033 | $637.3K | 0.01% | −4,889−30.7% | Reduced |
| Pathstone Holdings, LLC | 11,019 | $639.3K | 0.00% | +144+1.3% | Added |
| Ontario Teachers Pension Plan Board | 11,286 | $654.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,340 | $657.9K | 0.01% | +154+1.4% | Added |
| Orion Portfolio Solutions, LLC | 11,340 | $657.9K | 0.01% | +154+1.4% | Added |
| Washington Trust Co | 11,469 | $665.4K | 0.02% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 11,655 | $676.8K | 0.01% | +562+5.1% | Added |
| Verdence Capital Advisors LLC | 11,961 | $694.0K | 0.06% | −199−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 12,045 | $698.8K | 0.00% | −1,105−8.4% | Reduced |
| Candriam Luxembourg S.C.A. | 12,628 | $733.3K | 0.00% | +536+4.4% | Added |
| Rathbone Brothers plc | 13,443 | $780.6K | 0.00% | −1,662−11.0% | Reduced |
| Entropy Technologies, LP | 13,579 | $787.9K | 0.08% | +13,579 | New |
| Fifth Third Bancorp | 14,337 | $831.8K | 0.00% | +3,614+33.7% | Added |
| Independent Advisor Alliance | 14,382 | $834.4K | 0.03% | +1,828+14.6% | Added |
| Blair William & Co | 14,474 | $839.8K | 0.00% | +30.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $848.3K | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,350 | $877.9K | 0.01% | +14,350 | New |
| Advisor Group Holdings, Inc. | 15,268 | $886.4K | 0.00% | −1,179−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,345 | $890.0K | 0.00% | −2,013−11.6% | Reduced |
| US Bancorp | 15,500 | $899.3K | 0.00% | −2,777−15.2% | Reduced |
| SEI Investments Co | 16,270 | $944.0K | 0.00% | +23+0.1% | Added |
| Kestra Advisory Services, LLC | 16,393 | $951.1K | 0.01% | −1,493−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 16,934 | $982.5K | 0.00% | −116−0.7% | Reduced |
| Credit Agricole S A | 17,419 | $1.01M | 0.01% | −862−4.7% | Reduced |
| Tyler-Stone Wealth Management | 17,454 | $1.01M | 0.19% | +8,727+100.0% | Added |
| Principal Financial Group Inc | 17,633 | $1.02M | 0.00% | −700−3.8% | Reduced |
| Shell Asset Management Co | 17,772 | $1.03M | 0.05% | +17,772 | New |
| Natixis | 17,957 | $1.04M | 0.01% | +11,965+199.7% | Added |
| Fox Run Management, L.L.C. | 18,112 | $1.05M | 0.23% | +18,112 | New |
| HBK Sorce Advisory LLC | 18,210 | $1.06M | 0.03% | +10+0.1% | Added |
| HighTower Advisors, LLC | 18,320 | $1.06M | 0.00% | +12+0.1% | Added |
| FJ Capital Management LLC | 18,607 | $1.08M | 0.11% | +18,607 | New |
| Bridgewater Associates, LP | 19,347 | $1.12M | 0.01% | +6,081+45.8% | Added |
| Advisory Resource Group | 19,364 | $1.12M | 0.24% | +77+0.4% | Added |
| United Services Automobile Association | 19,798 | $1.15M | 0.03% | −4,297−17.8% | Reduced |
| Hilltop National Bank | 20,239 | $1.17M | 0.36% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,284 | $1.18M | 0.00% | −516−2.5% | Reduced |
| Bessemer Group Inc | 20,478 | $1.19M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,133 | $1.23M | 0.00% | −1,555−6.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,157 | $1.23M | 0.00% | −252−1.2% | Reduced |
| Verition Fund Management LLC | 21,624 | $1.25M | 0.01% | +21,624 | New |
| Wetherby Asset Management Inc | 21,969 | $1.27M | 0.06% | −344−1.5% | Reduced |
| Mason & Associates Inc | 22,000 | $1.28M | 0.32% | 00.0% | Unchanged |
| Capital World Investors | 22,226 | $1.29M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 22,625 | $1.31M | 0.02% | +1,249+5.8% | Added |
| UniSuper Management Pty Ltd | 17,446 | $1.37M | 0.01% | +3,146+22.0% | Added |
| Prudential PLC | 25,110 | $1.46M | 0.01% | +25,110 | New |
| Signaturefd, LLC | 25,319 | $1.47M | 0.03% | +1,348+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 25,440 | $1.48M | 0.00% | −8,067−24.1% | Reduced |
| Investment Management Corp of Ontario | 25,697 | $1.49M | 0.03% | −2,300−8.2% | Reduced |
| Pathway Financial Advisers, LLC | 25,952 | $1.51M | 0.68% | +615+2.4% | Added |
| V-Square Quantitative Management LLC | 19,408 | $1.52M | 0.22% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 26,800 | $1.56M | 0.11% | +7,736+40.6% | Added |
| Wells Fargo & Company | 27,988 | $1.62M | 0.00% | −63,602−69.4% | Reduced |
| Erste Asset Management GmbH | 28,200 | $1.63M | 0.02% | −2,300−7.5% | Reduced |
| M&G Plc | 28,740 | $1.66M | 0.01% | −2,301−7.4% | Reduced |
| Seven Eight Capital, LP | 28,777 | $1.67M | 0.15% | +28,777 | New |
| M&T Bank Corp | 29,773 | $1.73M | 0.01% | −1,150−3.7% | Reduced |
| Cerity Partners LLC | 29,815 | $1.73M | 0.00% | +14,034+88.9% | Added |
| PCJ Investment Counsel Ltd. | 32,720 | $1.90M | 0.60% | −1,460−4.3% | Reduced |
| Metis Global Partners, LLC | 33,756 | $1.96M | 0.06% | −913−2.6% | Reduced |
| Maryland State Retirement & Pension System | 34,471 | $2.00M | 0.04% | +475+1.4% | Added |
| Dorchester Wealth Management Co | 35,323 | $2.05M | 0.37% | −1,122−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 37,742 | $2.19M | 0.02% | +37,742 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.21M | 0.07% | +3,581+10.4% | Added |
| Mariner, LLC | 38,450 | $2.23M | 0.00% | −850−2.2% | Reduced |
| Intech Investment Management LLC | 38,579 | $2.24M | 0.03% | −20,850−35.1% | Reduced |
| Gold Investment Management Ltd. | 38,755 | $2.25M | 0.94% | −2,915−7.0% | Reduced |
| Vident Advisory, LLC | 39,123 | $2.27M | 0.06% | −4,388−10.1% | Reduced |
| State Street Corp | 39,478 | $2.29M | 0.00% | +330+0.8% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.39M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 41,344 | $2.40M | 0.00% | −559−1.3% | Reduced |
| Clearbridge Investments, LLC | 41,936 | $2.43M | 0.00% | −231,081−84.6% | Reduced |
| LPL Financial LLC | 42,506 | $2.47M | 0.00% | +3,030+7.7% | Added |
| Natixis Advisors, L.P. | 43,246 | $2.51M | 0.00% | +5,086+13.3% | Added |
| Kraematon Investment Advisors, Inc | 44,262 | $2.57M | 2.52% | −2,497−5.3% | Reduced |
| Stifel Financial Corp | 44,977 | $2.61M | 0.00% | +722+1.6% | Added |
| Vontobel Holding Ltd. | 45,743 | $2.65M | 0.01% | −1,438−3.0% | Reduced |
| Triasima Portfolio Management inc. | 47,650 | $2.76M | 0.62% | +5,310+12.5% | Added |
| Creative Planning | 48,558 | $2.82M | 0.00% | +590+1.2% | Added |
| Raymond James & Associates | 49,535 | $2.87M | 0.00% | −1,471−2.9% | Reduced |
| Harvest Portfolios Group Inc. | 50,298 | $2.92M | 0.10% | −3,672−6.8% | Reduced |
| Jane Street Group, LLC | 51,540 | $2.99M | 0.00% | −36,957−41.8% | Reduced |
| Ninepoint Partners LP | 55,747 | $3.23M | 0.42% | −2,970−5.1% | Reduced |
| Cetera Investment Advisers | 55,922 | $3.24M | 0.01% | +1,255+2.3% | Added |