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, Q4 2024
Institutional positions in Sun Life Financial Inc as of Dec 31, 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
- 441
- +23 vs. Q3 2024
- Shares held
- 263.2M
- −8.66M (−3.2%) vs. Q3 2024
- Total value
- $15.7B
- −$134.2M (−0.8%) vs. Q3 2024
- New holders
- 55
- 162 more added
- Sold out
- 32
- 114 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 43,880,060 | $2.60B | 0.56% | +1,052,812+2.5% | Added |
| Vanguard Group Inc | 24,233,496 | $1.44B | 0.03% | +197,887+0.8% | Added |
| TD Asset Management Inc | 15,725,658 | $933.2M | 0.83% | −9,202−0.1% | Reduced |
| Mackenzie Financial Corp | 12,947,937 | $768.0M | 1.05% | −333,568−2.5% | Reduced |
| Bank of Montreal | 10,878,423 | $645.1M | 0.32% | −3,034,143−21.8% | Reduced |
| 1832 Asset Management L.P. | 9,491,515 | $563.2M | 1.01% | −443,395−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 9,454,589 | $562.1M | 0.49% | +198,205+2.1% | Added |
| CIBC World Markets Inc. | 7,291,453 | $432.7M | 1.00% | +35,630+0.5% | Added |
| CIBC Asset Management Inc | 7,192,059 | $427.7M | 1.40% | +703,391+10.8% | Added |
| Norges Bank | 6,444,829 | $382.2M | 0.05% | −38,075−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,413,201 | $379.3M | 1.93% | −3,516,280−35.4% | Reduced |
| Toronto Dominion Bank | 5,787,455 | $343.2M | 0.65% | −1,133,461−16.4% | Reduced |
| National Bank of Canada | 5,601,475 | $332.8M | 0.43% | −235,823−4.0% | Reduced |
| Bank of Nova Scotia | 5,513,269 | $327.3M | 0.57% | −1,533,469−21.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,285,394 | $313.7M | 1.71% | −3,464,639−39.6% | Reduced |
| FMR LLC | 5,168,977 | $306.9M | 0.02% | −20,962−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,630,397 | $274.6M | 1.24% | −35,167−0.8% | Reduced |
| Legal & General Group Plc | 3,661,464 | $217.3M | 0.06% | −283,023−7.2% | Reduced |
| Geode Capital Management, LLC | 3,467,275 | $210.1M | 0.02% | +812,689+30.6% | Added |
| Scotia Capital Inc. | 2,974,065 | $176.3M | 0.93% | +93,992+3.3% | Added |
| Canada Pension Plan Investment Board | 2,867,939 | $170.1M | 0.16% | +1,200,000+71.9% | Added |
| Letko, Brosseau & Associates Inc | 2,653,564 | $157.5M | 3.04% | −33,059−1.2% | Reduced |
| JPMorgan Chase & Co | 2,488,560 | $147.7M | 0.01% | −353,152−12.4% | Reduced |
| Agf Management Ltd | 1,843,979 | $127.5M | 0.63% | −290,077−13.6% | Reduced |
| HSBC Holdings PLC | 2,091,227 | $124.1M | 0.08% | −121,906−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,964,504 | $116.3M | 0.94% | +4,765+0.2% | Added |
| Morgan Stanley | 1,913,451 | $113.5M | 0.01% | +158,786+9.0% | Added |
| Intact Investment Management Inc. | 1,911,027 | $113.5M | 3.96% | +1,427,815+295.5% | Added |
| British Columbia Investment Management Corp | 1,898,866 | $112.6M | 0.67% | +313,176+19.8% | Added |
| Dimensional Fund Advisors LP | 1,719,655 | $102.0M | 0.02% | −89,286−4.9% | Reduced |
| Swiss National Bank | 1,676,800 | $99.5M | 0.07% | −72,300−4.1% | Reduced |
| Amundi | 1,682,864 | $98.5M | 0.03% | −82,645−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,596,439 | $94.7M | 0.02% | +15,908+1.0% | Added |
| Bank of America Corp | 1,533,328 | $91.0M | 0.01% | −72,395−4.5% | Reduced |
| QV Investors Inc. | 1,352,446 | $80.3M | 8.28% | +141,712+11.7% | Added |
| Wellington Management Group LLP | 1,350,751 | $80.2M | 0.01% | +1,288,545+2,071.4% | Added |
| Invesco Ltd. | 1,276,702 | $75.8M | 0.01% | −30,612−2.3% | Reduced |
| Alberta Investment Management Corp | 1,257,900 | $74.7M | 0.50% | −317,875−20.2% | Reduced |
| UBS Asset Management Americas Inc | 1,235,884 | $73.3M | 0.02% | +110,780+9.8% | Added |
| Two Sigma Investments, LP | 1,202,981 | $71.4M | 0.16% | +77,400+6.9% | Added |
| Cardinal Capital Management, Inc. | 1,123,354 | $66.5M | 2.26% | +253,488+29.1% | Added |
| UBS Group AG | 1,085,572 | $64.4M | 0.01% | +467,842+75.7% | Added |
| DekaBank Deutsche Girozentrale | 1,049,330 | $61.5M | 0.11% | 00.0% | Unchanged |
| BlackRock, Inc. | 949,880 | $56.4M | 0.00% | −9,367−1.0% | Reduced |
| Deutsche Bank AG | 949,120 | $56.3M | 0.02% | +60,062+6.8% | Added |
| Caisse de Depot Et Placement du Quebec | 932,676 | $55.3M | 0.12% | +64,549+7.4% | Added |
| MUFG Securities (Canada), Ltd. | 879,349 | $52.2M | 1.88% | +366,546+71.5% | Added |
| Aviva PLC | 850,917 | $50.4M | 0.13% | −48,842−5.4% | Reduced |
| Fiera Capital Corp | 814,772 | $48.3M | 0.15% | −21,380−2.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 801,370 | $47.5M | 0.04% | −693,290−46.4% | Reduced |
| First Trust Advisors LP | 796,172 | $47.2M | 0.04% | −101,631−11.3% | Reduced |
| FIL Ltd | 741,455 | $44.0M | 0.04% | −1,521,247−67.2% | Reduced |
| Goldman Sachs Group Inc | 726,029 | $43.1M | 0.01% | −507,553−41.1% | Reduced |
| Northwest & Ethical Investments L.P. | 688,974 | $40.8M | 1.11% | +99,702+16.9% | Added |
| Great West Life Assurance Co | 683,482 | $40.5M | 0.07% | +102,062+17.6% | Added |
| Nuveen Asset Management, LLC | 663,763 | $39.4M | 0.01% | +1,156+0.2% | Added |
| Todd Asset Management LLC | 635,702 | $37.7M | 0.90% | +37,194+6.2% | Added |
| Man Group plc | 610,711 | $36.2M | 0.11% | −315,986−34.1% | Reduced |
| Russell Investments Group, Ltd. | 588,875 | $34.9M | 0.05% | −25,387−4.1% | Reduced |
| Bank of New York Mellon Corp | 559,262 | $33.2M | 0.01% | +33,931+6.5% | Added |
| Northern Trust Corp | 493,530 | $29.3M | 0.00% | +200,567+68.5% | Added |
| Two Sigma Advisers, LP | 440,232 | $26.1M | 0.06% | −20,900−4.5% | Reduced |
| Waratah Capital Advisors Ltd. | 427,161 | $25.3M | 1.42% | +427,161 | New |
| Korea Investment CORP | 426,705 | $25.3M | 0.06% | +41,570+10.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 401,851 | $23.8M | 0.07% | +90,305+29.0% | Added |
| Neuberger Berman Group LLC | 392,811 | $23.3M | 0.02% | +33,153+9.2% | Added |
| Allianz Asset Management GmbH | 380,852 | $22.6M | 0.03% | +22,728+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 372,750 | $22.1M | 0.19% | +42,890+13.0% | Added |
| Susquehanna Fundamental Investments, LLC | 359,600 | $21.3M | 0.36% | +359,600 | New |
| State of Tennessee, Treasury Department | 332,181 | $19.7M | 0.07% | +929+0.3% | Added |
| Pictet Asset Management Holding SA | 325,688 | $19.3M | 0.02% | +27,760+9.3% | Added |
| AXA S.A. | 321,184 | $19.1M | 0.06% | +129,581+67.6% | Added |
| Guardian Capital LP | 320,223 | $19.0M | 0.71% | +2,567+0.8% | Added |
| Bank of Nova Scotia Trust Co | 316,240 | $18.8M | 1.98% | +7,155+2.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 147,056 | $18.1M | 1.16% | +1,500+1.0% | Added |
| APG Asset Management N.V. | 314,200 | $18.0M | 0.05% | +314,200 | New |
| Franklin Resources Inc | 283,417 | $16.8M | 0.00% | +40,997+16.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 281,269 | $16.7M | 0.05% | −106,830−27.5% | Reduced |
| Forsta Ap-Fonden | 280,100 | $16.6M | 0.12% | −7,200−2.5% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $14.9M | 0.55% | 00.0% | Unchanged |
| Unigestion Holding SA | 242,161 | $14.4M | 0.83% | +43,119+21.7% | Added |
| Millennium Management LLC | 234,200 | $13.9M | 0.01% | +170,156+265.7% | Added |
| Mn Services Vermogensbeheer B.V. | 227,745 | $13.5M | 0.09% | +3,700+1.7% | Added |
| Crossmark Global Holdings, Inc. | 198,891 | $11.8M | 0.22% | −2,701−1.3% | Reduced |
| Jarislowsky, Fraser Ltd | 187,148 | $11.1M | 0.06% | −35,284−15.9% | Reduced |
| Varma Mutual Pension Insurance Co | 186,764 | $11.1M | 0.08% | −78,400−29.6% | Reduced |
| Addenda Capital Inc. | 126,238 | $10.8M | 0.38% | −338−0.3% | Reduced |
| Sienna Gestion | 178,785 | $10.6M | 0.72% | 00.0% | Unchanged |
| American Century Companies Inc | 168,299 | $9.99M | 0.01% | +18,079+12.0% | Added |
| Citigroup Inc | 167,315 | $9.93M | 0.01% | +73,747+78.8% | Added |
| Guardian Partners Inc. | 162,908 | $9.53M | 0.97% | +162,908 | New |
| Bridgewater Associates, LP | 158,802 | $9.42M | 0.04% | +139,455+720.8% | Added |
| Generali Asset Management SPA SGR | 101,546 | $8.67M | 0.22% | +101,546 | New |
| SIG North Trading, ULC | 140,588 | $8.34M | 1.91% | +49,393+54.2% | Added |
| USS Investment Management Ltd | 138,227 | $8.23M | 0.06% | −17,982−11.5% | Reduced |
| AustralianSuper Pty Ltd | 137,427 | $8.15M | 0.04% | −26,801−16.3% | Reduced |
| Qube Research & Technologies Ltd | 135,623 | $8.04M | 0.01% | +46,602+52.3% | Added |
| Voloridge Investment Management, LLC | 133,658 | $7.93M | 0.03% | −163,697−55.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 128,430 | $7.62M | 0.04% | +128,430 | New |
| Royal London Asset Management Ltd | 127,438 | $7.56M | 0.02% | 00.0% | Unchanged |