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 |
|---|---|---|---|---|---|
| Letko, Brosseau & Associates Inc | 2,686,623 | $156.0M | 2.83% | −94,394−3.4% | Reduced |
| Geode Capital Management, LLC | 2,654,586 | $156.1M | 0.01% | +207,832+8.5% | Added |
| JPMorgan Chase & Co | 2,841,712 | $164.9M | 0.01% | +34,072+1.2% | Added |
| Scotia Capital Inc. | 2,880,073 | $165.8M | 0.89% | +38,353+1.3% | Added |
| Legal & General Group Plc | 3,944,487 | $229.0M | 0.06% | +55,170+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,665,564 | $270.6M | 1.31% | −226,083−4.6% | Reduced |
| FMR LLC | 5,189,939 | $301.0M | 0.02% | +257,178+5.2% | Added |
| National Bank of Canada | 5,837,298 | $338.6M | 0.46% | +1,284,556+28.2% | Added |
| Norges Bank | 6,482,904 | $376.0M | 0.05% | +86,185+1.3% | Added |
| CIBC Asset Management Inc | 6,488,668 | $377.3M | 1.22% | +81,261+1.3% | Added |
| Toronto Dominion Bank | 6,920,916 | $401.6M | 0.71% | −54,289−0.8% | Reduced |
| Bank of Nova Scotia | 7,046,738 | $408.8M | 0.82% | −160,127−2.2% | Reduced |
| CIBC World Markets Inc. | 7,255,823 | $420.9M | 0.95% | +184,840+2.6% | Added |
| Beutel, Goodman & Co Ltd. | 8,750,033 | $508.1M | 2.50% | −180,982−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,256,384 | $537.3M | 0.47% | +654,404+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 9,929,481 | $572.3M | 2.83% | +3,562,394+56.0% | Added |
| 1832 Asset Management L.P. | 9,934,910 | $576.4M | 0.97% | −281,296−2.8% | Reduced |
| Mackenzie Financial Corp | 13,281,505 | $770.4M | 1.07% | −1,422,028−9.7% | Reduced |
| Bank of Montreal | 13,912,566 | $804.0M | 0.38% | +1,580,175+12.8% | Added |
| TD Asset Management Inc | 15,734,860 | $912.2M | 0.80% | −350,589−2.2% | Reduced |
| Vanguard Group Inc | 24,035,609 | $1.39B | 0.02% | +410,057+1.7% | Added |
| Royal Bank of Canada | 42,827,248 | $2.48B | 0.55% | +2,395,331+5.9% | Added |
| Canoe Financial LP | 0 | $0 | 0.00% | −535,487−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −176,362−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −145,778−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,557−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −68,524−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −68,954−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −23,941−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −23,504−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,815−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,513−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,110−100.0% | Sold out |
| FreeGulliver LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Tacita Capital Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |