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 |
|---|---|---|---|---|---|
| Well Done, LLC | 3,726 | $216.2K | 0.04% | +3,726 | New |
| Prelude Capital Management, LLC | 3,721 | $215.9K | 0.02% | +3,721 | New |
| Keebeck Alpha, LP | 3,721 | $215.9K | 0.14% | +3,721 | New |
| Wambolt & Associates, LLC | 3,667 | $212.8K | 0.06% | −2,963−44.7% | Reduced |
| Sivia Capital Partners, LLC | 3,656 | $212.1K | 0.13% | +3,656 | New |
| Flaharty Asset Management, LLC | 3,611 | $209.5K | 0.03% | +3,611 | New |
| Keybank National Association | 3,585 | $208.0K | 0.00% | −720−16.7% | Reduced |
| Five Oceans Advisors | 3,583 | $207.9K | 0.10% | +3,583 | New |
| Nilsine Partners, LLC | 3,563 | $206.7K | 0.03% | +3,563 | New |
| Arkadios Wealth Advisors | 3,533 | $205.0K | 0.01% | +3,533 | New |
| Checchi Capital Advisers, LLC | 3,527 | $204.6K | 0.02% | +3,527 | New |
| Parallel Advisors, LLC | 3,518 | $204.1K | 0.00% | −483−12.1% | Reduced |
| Lindbrook Capital, LLC | 3,340 | $193.8K | 0.02% | −252−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,203 | $185.8K | 0.00% | +96+3.1% | Added |
| Bruce G. Allen Investments, LLC | 3,049 | $176.9K | 0.14% | +118+4.0% | Added |
| Harbour Investments, Inc. | 2,953 | $171.3K | 0.01% | +1,227+71.1% | Added |
| Independence Bank of Kentucky | 2,844 | $165.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $160.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,742 | $159.1K | 0.00% | +73+2.7% | Added |
| Macquarie Group Ltd | 2,396 | $139.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,196 | $127.4K | 0.01% | −992−31.1% | Reduced |
| Massmutual Trust Co FSB | 2,184 | $126.7K | 0.00% | −321−12.8% | Reduced |
| Rhumbline Advisers | 2,089 | $121.2K | 0.00% | +40+2.0% | Added |
| City Holding Co | 2,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,000 | $116.0K | 0.02% | +2,000 | New |
| IFP Advisors, Inc | 1,951 | $113.2K | 0.00% | +1,691+650.4% | Added |
| Capital Advisors, Ltd. LLC | 1,903 | $110.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $108.6K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,745 | $101.2K | 0.01% | +1,745 | New |
| Gulf International Bank (UK) Ltd | 1,703 | $98.0K | 0.00% | −2,206−56.4% | Reduced |
| Alta Advisers Ltd | 1,570 | $91.2K | 0.04% | +1,570 | New |
| Lowe Wealth Advisors, LLC | 1,538 | $89.2K | 0.04% | +3+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 1,529 | $88.7K | 0.01% | +1,529 | New |
| Cromwell Holdings LLC | 1,311 | $76.1K | 0.05% | +67+5.4% | Added |
| Birchbrook, Inc. | 1,295 | $75.1K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $74.9K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,210 | $70.2K | 0.00% | +10+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $62.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $62.3K | 0.00% | +1,074 | New |
| Centennial Bank | 994 | $57.7K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 963 | $55.9K | 0.01% | +963 | New |
| Glen Eagle Advisors, LLC | 953 | $55.3K | 0.01% | +25+2.7% | Added |
| Abound Wealth Management | 924 | $53.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 879 | $51.0K | 0.00% | +879 | New |
| Fairfield Financial Advisors, LTD | 878 | $50.9K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 835 | $48.5K | 0.01% | −545−39.5% | Reduced |
| MCF Advisors LLC | 800 | $46.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $46.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 788 | $45.7K | 0.00% | +788 | New |
| Asset Dedication, LLC | 787 | $45.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 787 | $45.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 785 | $45.5K | 0.00% | −3,498−81.7% | Reduced |
| Oakworth Capital, Inc. | 748 | $43.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 742 | $43.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 700 | $40.6K | 0.00% | +700 | New |
| Clean Yield Group | 676 | $39.2K | 0.01% | +676 | New |
| St Germain D J Co Inc | 650 | $37.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 650 | $37.7K | 0.01% | +361+124.9% | Added |
| GAMMA Investing LLC | 571 | $33.1K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 566 | $32.8K | 0.03% | +566 | New |
| Assetmark, Inc | 541 | $31.4K | 0.00% | +522+2,747.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $30.8K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 501 | $29.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $28.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 465 | $27.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $26.7K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 458 | $26.5K | 0.00% | +458 | New |
| Nordwand Advisors, LLC | 438 | $25.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $24.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $22.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 390 | $22.6K | 0.00% | −2−0.5% | Reduced |
| Umb Bank N A | 380 | $22.0K | 0.00% | +27+7.6% | Added |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 377 | $21.4K | 0.01% | +13+3.6% | Added |
| Allworth Financial LP | 369 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 355 | $20.6K | 0.00% | −524−59.6% | Reduced |
| Westside Investment Management, Inc. | 355 | $20.6K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 353 | $20.5K | 0.00% | +353 | New |
| Farther Finance Advisors, LLC | 331 | $19.2K | 0.00% | +45+15.7% | Added |
| TruNorth Capital Management, LLC | 330 | $19.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 294 | $17.1K | 0.00% | +3+1.0% | Added |
| MeadowBrook Investment Advisors LLC | 289 | $16.8K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $14.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 256 | $14.9K | 0.00% | −136−34.7% | Reduced |
| Strategic Investment Solutions, Inc. | 246 | $14.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222 | $12.9K | 0.00% | +1+0.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $11.6K | 0.00% | −352−63.8% | Reduced |
| JFS Wealth Advisors, LLC | 194 | $11.3K | 0.00% | +41+26.8% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $10.8K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 186 | $10.8K | 0.00% | +186 | New |
| Private Trust Co NA | 185 | $10.7K | 0.00% | +1+0.5% | Added |