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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 60,120 | $3.49M | 0.01% | +582+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 32,206 | $3.49M | 0.29% | +3,304+11.4% | Added |
| Wellington Management Group LLP | 62,206 | $3.61M | 0.00% | −74,216−54.4% | Reduced |
| Assenagon Asset Management S.A. | 62,589 | $3.63M | 0.01% | +200+0.3% | Added |
| Millennium Management LLC | 64,044 | $3.72M | 0.00% | −168,933−72.5% | Reduced |
| Utah Retirement Systems | 65,383 | $3.80M | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 67,864 | $3.92M | 0.65% | −225−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 74,551 | $4.32M | 0.51% | −13,087−14.9% | Reduced |
| Acadian Asset Management LLC | 75,700 | $4.39M | 0.01% | −66,600−46.8% | Reduced |
| Public Sector Pension Investment Board | 75,771 | $4.40M | 0.02% | −497−0.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 77,746 | $4.51M | 0.02% | +675+0.9% | Added |
| Quantinno Capital Management LP | 78,102 | $4.53M | 0.06% | +3,451+4.6% | Added |
| Janus Henderson Group PLC | 78,998 | $4.57M | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 82,289 | $4.77M | 0.29% | −3,708−4.3% | Reduced |
| Burney Co | 86,642 | $5.03M | 0.18% | −1,219−1.4% | Reduced |
| Motco | 88,310 | $5.12M | 0.51% | −8,697−9.0% | Reduced |
| Qube Research & Technologies Ltd | 89,021 | $5.16M | 0.01% | −147,607−62.4% | Reduced |
| SIG North Trading, ULC | 91,195 | $5.29M | 1.64% | −175,183−65.8% | Reduced |
| Ossiam | 92,260 | $5.36M | 0.10% | +20,694+28.9% | Added |
| Citigroup Inc | 93,568 | $5.43M | 0.01% | −4,600−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 95,079 | $5.52M | 0.05% | −3,125−3.2% | Reduced |
| Aviso Financial Inc. | 100,743 | $5.84M | 0.29% | +8,188+8.8% | Added |
| JCIC Asset Management Inc. | 106,346 | $6.17M | 2.53% | +4,390+4.3% | Added |
| Quadrature Capital Ltd | 111,200 | $6.46M | 0.15% | +111,200 | New |
| ExodusPoint Capital Management, LP | 113,801 | $6.60M | 0.07% | +113,801 | New |
| Lorne Steinberg Wealth Management Inc. | 114,921 | $6.67M | 1.93% | +2,085+1.8% | Added |
| Van Eck Associates Corp | 128,431 | $7.29M | 0.01% | +27,727+27.5% | Added |
| Royal London Asset Management Ltd | 127,438 | $7.39M | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 135,168 | $7.84M | 0.00% | +135,168 | New |
| Citadel Advisors LLC | 140,148 | $8.13M | 0.01% | −91,188−39.4% | Reduced |
| American Century Companies Inc | 150,220 | $8.71M | 0.01% | +12,336+8.9% | Added |
| USS Investment Management Ltd | 156,209 | $9.03M | 0.07% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 164,228 | $9.53M | 0.05% | −7,755−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 164,352 | $9.54M | 0.04% | +164,352 | New |
| Guardian Capital Advisors LP | 167,755 | $9.72M | 0.96% | +349+0.2% | Added |
| Addenda Capital Inc. | 126,576 | $9.93M | 0.35% | −25,763−16.9% | Reduced |
| Sienna Gestion | 178,785 | $10.4M | 0.69% | +27,800+18.4% | Added |
| AXA S.A. | 191,603 | $11.1M | 0.03% | +18,349+10.6% | Added |
| Unigestion Holding SA | 199,042 | $11.5M | 0.56% | +199,042 | New |
| Crossmark Global Holdings, Inc. | 201,592 | $11.7M | 0.21% | −37,241−15.6% | Reduced |
| Jarislowsky, Fraser Ltd | 222,432 | $12.9M | 0.07% | +5,223+2.4% | Added |
| Mn Services Vermogensbeheer B.V. | 224,045 | $13.0M | 0.09% | −5,600−2.4% | Reduced |
| Ameriprise Financial Inc | 173,238 | $13.5M | 0.00% | −6,637−3.7% | Reduced |
| Franklin Resources Inc | 242,420 | $14.1M | 0.00% | −19,389−7.4% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $14.6M | 0.53% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 265,164 | $14.7M | 0.12% | +265,164 | New |
| D. E. Shaw & Co., Inc. | 254,623 | $14.8M | 0.02% | −72,436−22.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 145,556 | $15.8M | 0.72% | +36,746+33.8% | Added |
| Forsta Ap-Fonden | 287,300 | $16.7M | 0.13% | −2,600−0.9% | Reduced |
| Northern Trust Corp | 292,963 | $17.0M | 0.00% | +4,781+1.7% | Added |
| Voloridge Investment Management, LLC | 297,355 | $17.3M | 0.06% | +126,555+74.1% | Added |
| Pictet Asset Management Holding SA | 297,928 | $17.3M | 0.02% | +1,606+0.5% | Added |
| Bank of Nova Scotia Trust Co | 309,085 | $17.9M | 1.82% | +8,982+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,546 | $18.1M | 0.05% | −25,140−7.5% | Reduced |
| Guardian Capital LP | 317,656 | $18.4M | 0.68% | −54,624−14.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 329,860 | $19.1M | 0.17% | +68,000+26.0% | Added |
| State of Tennessee, Treasury Department | 331,252 | $19.2M | 0.07% | −605−0.2% | Reduced |
| Allianz Asset Management GmbH | 358,124 | $20.8M | 0.03% | −127,292−26.2% | Reduced |
| Neuberger Berman Group LLC | 359,658 | $20.9M | 0.02% | +49,774+16.1% | Added |
| Korea Investment CORP | 385,135 | $22.4M | 0.05% | +2,388+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 388,099 | $22.5M | 0.07% | −34,160−8.1% | Reduced |
| Two Sigma Advisers, LP | 461,132 | $26.8M | 0.06% | −56,300−10.9% | Reduced |
| Intact Investment Management Inc. | 483,212 | $28.0M | 0.93% | −534,752−52.5% | Reduced |
| MUFG Securities (Canada), Ltd. | 512,803 | $29.8M | 1.33% | +205,221+66.7% | Added |
| Bank of New York Mellon Corp | 525,331 | $30.5M | 0.01% | −72,136−12.1% | Reduced |
| Great West Life Assurance Co | 581,420 | $33.6M | 0.06% | −47,865−7.6% | Reduced |
| Northwest & Ethical Investments L.P. | 589,272 | $34.2M | 0.90% | −11,888−2.0% | Reduced |
| Todd Asset Management LLC | 598,508 | $34.7M | 0.81% | +114,961+23.8% | Added |
| Russell Investments Group, Ltd. | 614,262 | $35.7M | 0.05% | +10,522+1.7% | Added |
| UBS Group AG | 617,730 | $35.8M | 0.01% | −36,452−5.6% | Reduced |
| Nuveen Asset Management, LLC | 662,607 | $38.5M | 0.01% | −6,776−1.0% | Reduced |
| Fiera Capital Corp | 836,152 | $48.6M | 0.15% | −14,486−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 868,127 | $50.4M | 0.10% | −168,013−16.2% | Reduced |
| Cardinal Capital Management, Inc. | 869,866 | $50.5M | 2.08% | −15,380−1.7% | Reduced |
| Deutsche Bank AG | 889,058 | $51.6M | 0.02% | +39,570+4.7% | Added |
| First Trust Advisors LP | 897,803 | $52.1M | 0.05% | −96,419−9.7% | Reduced |
| Aviva PLC | 899,759 | $52.2M | 0.14% | +147,058+19.5% | Added |
| Man Group plc | 926,697 | $53.8M | 0.15% | +25,157+2.8% | Added |
| BlackRock, Inc. | 959,247 | $55.7M | 0.00% | +959,247 | New |
| DekaBank Deutsche Girozentrale | 1,049,330 | $60.3M | 0.11% | −7,838−0.7% | Reduced |
| UBS Asset Management Americas Inc | 1,125,104 | $65.3M | 0.02% | −92,388−7.6% | Reduced |
| Two Sigma Investments, LP | 1,125,581 | $65.3M | 0.15% | +129,500+13.0% | Added |
| Value Partners Investments Inc. | 1,142,090 | $66.4M | 5.37% | −313,246−21.5% | Reduced |
| QV Investors Inc. | 1,210,734 | $70.3M | 6.21% | −3,599−0.3% | Reduced |
| Goldman Sachs Group Inc | 1,233,582 | $71.6M | 0.01% | −2,679,532−68.5% | Reduced |
| Invesco Ltd. | 1,307,314 | $75.9M | 0.01% | −95,745−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,494,660 | $86.7M | 0.07% | +1,494,660 | New |
| Alberta Investment Management Corp | 1,575,775 | $91.5M | 0.79% | −303,118−16.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,580,531 | $91.8M | 0.02% | +79,155+5.3% | Added |
| British Columbia Investment Management Corp | 1,585,690 | $92.0M | 0.55% | −1,095,425−40.9% | Reduced |
| Bank of America Corp | 1,605,723 | $93.2M | 0.01% | −582,023−26.6% | Reduced |
| Canada Pension Plan Investment Board | 1,667,939 | $96.9M | 0.09% | −6,191−0.4% | Reduced |
| Amundi | 1,765,509 | $101.2M | 0.04% | −118,121−6.3% | Reduced |
| Swiss National Bank | 1,749,100 | $101.6M | 0.07% | +1,900+0.1% | Added |
| Morgan Stanley | 1,754,665 | $101.8M | 0.01% | −884,587−33.5% | Reduced |
| Dimensional Fund Advisors LP | 1,808,941 | $105.0M | 0.03% | +33,899+1.9% | Added |
| TD Waterhouse Canada Inc. | 1,959,739 | $112.9M | 0.92% | +39,571+2.1% | Added |
| HSBC Holdings PLC | 2,213,133 | $127.4M | 0.08% | +2,206,129+31,498.1% | Added |
| FIL Ltd | 2,262,702 | $131.2M | 0.12% | −1,374,219−37.8% | Reduced |
| Agf Management Ltd | 2,134,056 | $138.1M | 0.70% | −379,293−15.1% | Reduced |