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 |
|---|---|---|---|---|---|
| Montrusco Bolton Investments Inc. | 11,655 | $676.8K | 0.01% | +562+5.1% | Added |
| Washington Trust Co | 11,469 | $665.4K | 0.02% | 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 |
| Ontario Teachers Pension Plan Board | 11,286 | $654.6K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,019 | $639.3K | 0.00% | +144+1.3% | Added |
| LGT Group Foundation | 11,033 | $637.3K | 0.01% | −4,889−30.7% | Reduced |
| Sequoia Financial Advisors, LLC | 10,775 | $625.2K | 0.01% | −557−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,725 | $622.8K | 0.00% | +4,253+65.7% | Added |
| NorthCrest Asset Manangement, LLC | 10,621 | $616.2K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,603 | $615.0K | 0.11% | −202−1.9% | Reduced |
| Brown Advisory Inc | 10,357 | $600.9K | 0.00% | +1,472+16.6% | Added |
| CI Private Wealth, LLC | 10,343 | $600.1K | 0.00% | −21−0.2% | Reduced |
| Quilter Plc | 10,291 | $596.9K | 0.01% | −350−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 10,233 | $593.7K | 0.00% | +10,233 | New |
| Veriti Management LLC | 10,060 | $583.7K | 0.03% | +2,280+29.3% | Added |
| Woodstock Corp | 9,647 | $559.7K | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,084 | $527.1K | 0.01% | −268−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,891 | $515.9K | 0.04% | +1,909+27.3% | Added |
| Claret Asset Management Corp | 8,797 | $510.0K | 0.08% | +1,035+13.3% | Added |
| Private Advisor Group, LLC | 8,462 | $491.0K | 0.00% | −820−8.8% | Reduced |
| Franklin Street Advisors Inc | 8,400 | $487.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,324 | $482.9K | 0.01% | −516−5.8% | Reduced |
| DRW Securities, LLC | 6,100 | $478.5K | 0.03% | +6,100 | New |
| Am Investment Strategies LLC | 8,057 | $467.0K | 0.11% | +20+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,075 | $465.8K | 0.00% | −7,426−47.9% | Reduced |
| Cresset Asset Management, LLC | 7,941 | $460.7K | 0.00% | −283−3.4% | Reduced |
| Savant Capital, LLC | 7,890 | $457.8K | 0.00% | +107+1.4% | Added |
| Financial Counselors Inc | 7,823 | $453.9K | 0.01% | +1,774+29.3% | Added |
| Lester Murray Antman dba SimplyRich | 7,659 | $444.0K | 0.12% | +3,185+71.2% | Added |
| Boston Financial Mangement LLC | 7,491 | $434.6K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,461 | $432.9K | 0.00% | −265−3.4% | Reduced |
| Truist Financial Corp | 7,209 | $418.3K | 0.00% | +627+9.5% | Added |
| West Family Investments, Inc. | 7,179 | $416.5K | 0.14% | +1,039+16.9% | Added |
| Rempart Asset Management Inc. | 7,242 | $413.8K | 0.08% | −339−4.5% | Reduced |
| TFB Advisors LLC | 7,000 | $406.1K | 0.12% | 00.0% | Unchanged |
| Syon Capital LLC | 6,961 | $403.9K | 0.04% | −662−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,936 | $402.4K | 0.01% | +6,936 | New |
| Evergreen Capital Management LLC | 6,924 | $401.7K | 0.01% | +1,551+28.9% | Added |
| King Luther Capital Management Corp | 6,884 | $399.4K | 0.00% | −2,386−25.7% | Reduced |
| MONECO Advisors, LLC | 6,871 | $398.6K | 0.05% | +20.0% | Added |
| Janney Montgomery Scott LLC | 6,729 | $390.0K | 0.00% | +171+2.6% | Added |
| Parsons Capital Management Inc | 6,667 | $386.8K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,476 | $375.7K | 0.00% | −108−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 7,661 | $375.3K | 0.00% | +4,237+123.7% | Added |
| Davidson Trust Co | 6,383 | $370.3K | 0.19% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 6,339 | $360.9K | 0.05% | −21,836−77.5% | Reduced |
| PFG Investments, LLC | 6,044 | $350.7K | 0.02% | +614+11.3% | Added |
| Alexander Labrunerie & Co., Inc. | 6,031 | $349.9K | 0.16% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,946 | $345.2K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 5,907 | $342.7K | 0.00% | +2,244+61.3% | Added |
| First Affirmative Financial Network | 5,906 | $342.6K | 0.19% | −250−4.1% | Reduced |
| Smithfield Trust Co | 5,894 | $342.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,865 | $340.3K | 0.01% | +5,730+4,244.4% | Added |
| Argent Trust Co | 5,787 | $335.8K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $335.1K | 0.01% | −1,156−16.7% | Reduced |
| Baird Financial Group, Inc. | 5,662 | $328.6K | 0.00% | −258−4.4% | Reduced |
| Running Point Capital Advisors, LLC | 5,573 | $323.3K | 0.12% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,685 | $322.1K | 0.02% | −14−0.2% | Reduced |
| Gotham Asset Management, LLC | 5,533 | $321.0K | 0.00% | +1,074+24.1% | Added |
| Pinnacle Associates Ltd | 6,153 | $319.1K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,448 | $316.1K | 0.03% | +555+11.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,143 | $298.4K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 5,134 | $297.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,103 | $295.1K | 0.00% | +954+23.0% | Added |
| CAPROCK Group, Inc. | 5,061 | $293.6K | 0.01% | −278−5.2% | Reduced |
| CVA Family Office, LLC | 5,000 | $290.1K | 0.05% | 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 |
| Confluence Wealth Services, Inc. | 4,985 | $289.2K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,951 | $287.3K | 0.00% | −144−2.8% | Reduced |
| International Assets Investment Management, LLC | 16,594 | $286.0K | 0.00% | +16,594 | New |
| Toroso Investments, LLC | 4,925 | $285.7K | 0.00% | +4,925 | New |
| Hillsdale Investment Management Inc. | 4,929 | $285.7K | 0.02% | −6,155−55.5% | Reduced |
| Ritholtz Wealth Management | 4,854 | $281.6K | 0.01% | −138−2.8% | Reduced |
| Cozad Asset Management Inc | 4,815 | $279.4K | 0.03% | −597−11.0% | Reduced |
| Glenmede Trust Co NA | 4,813 | $279.3K | 0.00% | −4,692−49.4% | Reduced |
| Ieq Capital, LLC | 4,736 | $274.8K | 0.00% | +37+0.8% | Added |
| Beacon Pointe Advisors, LLC | 4,655 | $270.1K | 0.00% | −46−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,620 | $268.1K | 0.02% | −67−1.4% | Reduced |
| NewEdge Wealth, LLC | 4,618 | $267.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,599 | $266.9K | 0.00% | +1,025+28.7% | Added |
| Capital City Trust Co | 4,596 | $266.7K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,576 | $265.5K | 0.00% | +4,576 | New |
| Northwest Bancshares, Inc. | 4,517 | $262.1K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,339 | $251.7K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,262 | $247.3K | 0.03% | +4,262 | New |
| Heathbridge Capital Management Ltd. | 4,200 | $243.6K | 0.09% | +4,200 | New |
| Villere St Denis J & Co LLC | 4,177 | $242.3K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,130 | $239.6K | 0.02% | −490−10.6% | Reduced |
| MML Investors Services, LLC | 4,089 | $237.0K | 0.00% | +4,089 | New |
| Ballast, Inc. | 4,083 | $236.9K | 0.07% | 00.0% | Unchanged |
| Andra AP-fonden | 3,000 | $235.3K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 3,970 | $230.3K | 0.01% | +3,970 | New |
| Canopy Partners, LLC | 3,941 | $228.7K | 0.10% | +3,941 | New |
| Campbell & CO Investment Adviser LLC | 3,939 | $228.5K | 0.02% | +3,939 | New |
| HighPoint Advisor Group LLC | 4,096 | $227.7K | 0.01% | +20+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $223.3K | 0.05% | +3,848 | New |
| Benjamin Edwards Inc | 3,769 | $218.7K | 0.00% | +3,769 | New |
| Lee Financial Co | 3,766 | $218.5K | 0.03% | +3,766 | New |