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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 100,743 | $5.84M | 0.29% | +8,188+8.8% | Added |
| O'Shaughnessy Asset Management, LLC | 95,079 | $5.52M | 0.05% | −3,125−3.2% | Reduced |
| Citigroup Inc | 93,568 | $5.43M | 0.01% | −4,600−4.7% | Reduced |
| Ossiam | 92,260 | $5.36M | 0.10% | +20,694+28.9% | Added |
| SIG North Trading, ULC | 91,195 | $5.29M | 1.64% | −175,183−65.8% | Reduced |
| Qube Research & Technologies Ltd | 89,021 | $5.16M | 0.01% | −147,607−62.4% | Reduced |
| Motco | 88,310 | $5.12M | 0.51% | −8,697−9.0% | Reduced |
| Burney Co | 86,642 | $5.03M | 0.18% | −1,219−1.4% | Reduced |
| Meritage Portfolio Management | 82,289 | $4.77M | 0.29% | −3,708−4.3% | Reduced |
| Janus Henderson Group PLC | 78,998 | $4.57M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 78,102 | $4.53M | 0.06% | +3,451+4.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 77,746 | $4.51M | 0.02% | +675+0.9% | Added |
| Public Sector Pension Investment Board | 75,771 | $4.40M | 0.02% | −497−0.7% | Reduced |
| Acadian Asset Management LLC | 75,700 | $4.39M | 0.01% | −66,600−46.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 74,551 | $4.32M | 0.51% | −13,087−14.9% | Reduced |
| Symphony Financial, Ltd. Co. | 67,864 | $3.92M | 0.65% | −225−0.3% | Reduced |
| Utah Retirement Systems | 65,383 | $3.80M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 64,044 | $3.72M | 0.00% | −168,933−72.5% | Reduced |
| Assenagon Asset Management S.A. | 62,589 | $3.63M | 0.01% | +200+0.3% | Added |
| Wellington Management Group LLP | 62,206 | $3.61M | 0.00% | −74,216−54.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 32,206 | $3.49M | 0.29% | +3,304+11.4% | Added |
| Commonwealth Equity Services, LLC | 60,120 | $3.49M | 0.01% | +582+1.0% | Added |
| Cetera Investment Advisers | 55,922 | $3.24M | 0.01% | +1,255+2.3% | Added |
| Ninepoint Partners LP | 55,747 | $3.23M | 0.42% | −2,970−5.1% | Reduced |
| Jane Street Group, LLC | 51,540 | $2.99M | 0.00% | −36,957−41.8% | Reduced |
| Harvest Portfolios Group Inc. | 50,298 | $2.92M | 0.10% | −3,672−6.8% | Reduced |
| Raymond James & Associates | 49,535 | $2.87M | 0.00% | −1,471−2.9% | Reduced |
| Creative Planning | 48,558 | $2.82M | 0.00% | +590+1.2% | Added |
| Triasima Portfolio Management inc. | 47,650 | $2.76M | 0.62% | +5,310+12.5% | Added |
| Vontobel Holding Ltd. | 45,743 | $2.65M | 0.01% | −1,438−3.0% | Reduced |
| Stifel Financial Corp | 44,977 | $2.61M | 0.00% | +722+1.6% | Added |
| Kraematon Investment Advisors, Inc | 44,262 | $2.57M | 2.52% | −2,497−5.3% | Reduced |
| Natixis Advisors, L.P. | 43,246 | $2.51M | 0.00% | +5,086+13.3% | Added |
| LPL Financial LLC | 42,506 | $2.47M | 0.00% | +3,030+7.7% | Added |
| Clearbridge Investments, LLC | 41,936 | $2.43M | 0.00% | −231,081−84.6% | Reduced |
| Alliancebernstein L.P. | 41,344 | $2.40M | 0.00% | −559−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.39M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 39,478 | $2.29M | 0.00% | +330+0.8% | Added |
| Vident Advisory, LLC | 39,123 | $2.27M | 0.06% | −4,388−10.1% | Reduced |
| Gold Investment Management Ltd. | 38,755 | $2.25M | 0.94% | −2,915−7.0% | Reduced |
| Intech Investment Management LLC | 38,579 | $2.24M | 0.03% | −20,850−35.1% | Reduced |
| Mariner, LLC | 38,450 | $2.23M | 0.00% | −850−2.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.21M | 0.07% | +3,581+10.4% | Added |
| Swiss Life Asset Management Ltd | 37,742 | $2.19M | 0.02% | +37,742 | New |
| Dorchester Wealth Management Co | 35,323 | $2.05M | 0.37% | −1,122−3.1% | Reduced |
| Maryland State Retirement & Pension System | 34,471 | $2.00M | 0.04% | +475+1.4% | Added |
| Metis Global Partners, LLC | 33,756 | $1.96M | 0.06% | −913−2.6% | Reduced |
| PCJ Investment Counsel Ltd. | 32,720 | $1.90M | 0.60% | −1,460−4.3% | Reduced |
| Cerity Partners LLC | 29,815 | $1.73M | 0.00% | +14,034+88.9% | Added |
| M&T Bank Corp | 29,773 | $1.73M | 0.01% | −1,150−3.7% | Reduced |
| Seven Eight Capital, LP | 28,777 | $1.67M | 0.15% | +28,777 | New |
| M&G Plc | 28,740 | $1.66M | 0.01% | −2,301−7.4% | Reduced |
| Erste Asset Management GmbH | 28,200 | $1.63M | 0.02% | −2,300−7.5% | Reduced |
| Wells Fargo & Company | 27,988 | $1.62M | 0.00% | −63,602−69.4% | Reduced |
| Cidel Asset Management Inc | 26,800 | $1.56M | 0.11% | +7,736+40.6% | Added |
| V-Square Quantitative Management LLC | 19,408 | $1.52M | 0.22% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 25,952 | $1.51M | 0.68% | +615+2.4% | Added |
| Investment Management Corp of Ontario | 25,697 | $1.49M | 0.03% | −2,300−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,440 | $1.48M | 0.00% | −8,067−24.1% | Reduced |
| Signaturefd, LLC | 25,319 | $1.47M | 0.03% | +1,348+5.6% | Added |
| Prudential PLC | 25,110 | $1.46M | 0.01% | +25,110 | New |
| UniSuper Management Pty Ltd | 17,446 | $1.37M | 0.01% | +3,146+22.0% | Added |
| JustInvest LLC | 22,625 | $1.31M | 0.02% | +1,249+5.8% | Added |
| Capital World Investors | 22,226 | $1.29M | 0.00% | 00.0% | Unchanged |
| Mason & Associates Inc | 22,000 | $1.28M | 0.32% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,969 | $1.27M | 0.06% | −344−1.5% | Reduced |
| Verition Fund Management LLC | 21,624 | $1.25M | 0.01% | +21,624 | New |
| Raymond James Financial Services Advisors, Inc. | 21,157 | $1.23M | 0.00% | −252−1.2% | Reduced |
| Envestnet Asset Management Inc | 21,133 | $1.23M | 0.00% | −1,555−6.9% | Reduced |
| Bessemer Group Inc | 20,478 | $1.19M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,284 | $1.18M | 0.00% | −516−2.5% | Reduced |
| Hilltop National Bank | 20,239 | $1.17M | 0.36% | 00.0% | Unchanged |
| United Services Automobile Association | 19,798 | $1.15M | 0.03% | −4,297−17.8% | Reduced |
| Advisory Resource Group | 19,364 | $1.12M | 0.24% | +77+0.4% | Added |
| Bridgewater Associates, LP | 19,347 | $1.12M | 0.01% | +6,081+45.8% | Added |
| FJ Capital Management LLC | 18,607 | $1.08M | 0.11% | +18,607 | New |
| HighTower Advisors, LLC | 18,320 | $1.06M | 0.00% | +12+0.1% | Added |
| HBK Sorce Advisory LLC | 18,210 | $1.06M | 0.03% | +10+0.1% | Added |
| Fox Run Management, L.L.C. | 18,112 | $1.05M | 0.23% | +18,112 | New |
| Natixis | 17,957 | $1.04M | 0.01% | +11,965+199.7% | Added |
| Shell Asset Management Co | 17,772 | $1.03M | 0.05% | +17,772 | New |
| Principal Financial Group Inc | 17,633 | $1.02M | 0.00% | −700−3.8% | Reduced |
| Tyler-Stone Wealth Management | 17,454 | $1.01M | 0.19% | +8,727+100.0% | Added |
| Credit Agricole S A | 17,419 | $1.01M | 0.01% | −862−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 16,934 | $982.5K | 0.00% | −116−0.7% | Reduced |
| Kestra Advisory Services, LLC | 16,393 | $951.1K | 0.01% | −1,493−8.3% | Reduced |
| SEI Investments Co | 16,270 | $944.0K | 0.00% | +23+0.1% | Added |
| US Bancorp | 15,500 | $899.3K | 0.00% | −2,777−15.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,345 | $890.0K | 0.00% | −2,013−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 15,268 | $886.4K | 0.00% | −1,179−7.2% | Reduced |
| Sanctuary Advisors, LLC | 14,350 | $877.9K | 0.01% | +14,350 | New |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $848.3K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 14,474 | $839.8K | 0.00% | +30.0% | Added |
| Independent Advisor Alliance | 14,382 | $834.4K | 0.03% | +1,828+14.6% | Added |
| Fifth Third Bancorp | 14,337 | $831.8K | 0.00% | +3,614+33.7% | Added |
| Entropy Technologies, LP | 13,579 | $787.9K | 0.08% | +13,579 | New |
| Rathbone Brothers plc | 13,443 | $780.6K | 0.00% | −1,662−11.0% | Reduced |
| Candriam Luxembourg S.C.A. | 12,628 | $733.3K | 0.00% | +536+4.4% | Added |
| Avantax Advisory Services, Inc. | 12,045 | $698.8K | 0.00% | −1,105−8.4% | Reduced |
| Verdence Capital Advisors LLC | 11,961 | $694.0K | 0.06% | −199−1.6% | Reduced |