Sun Life Financial Inc

SLF

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0001097362

SEC filings (opens in a new tab)

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.

Other share classesSLFIF SLFQF SUNFF

Q4 2024 vs. Q3 2024

How the institutions holding Sun Life Financial Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of SLF: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	422	4	441	+23
Shares	272.1M	238.9K	263.2M	−8.66M (−3.2%)
Value	$15.8B	$13.9M	$15.7B	−$134.2M (−0.8%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Sun Life Financial Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SLF in Q4 2024
Institution	Shares	Value	% of portfolio
Waratah Capital Advisors Ltd.	427,161	$25.3M	1.42%
Susquehanna Fundamental Investments, LLC	359,600	$21.3M	0.36%
APG Asset Management N.V.	314,200	$18.0M	0.05%
Guardian Partners Inc.	162,908	$9.53M	0.97%
Generali Asset Management SPA SGR	101,546	$8.67M	0.22%
Lansforsakringar Fondforvaltning AB (publ)	128,430	$7.62M	0.04%
Lighthouse Investment Partners, LLC	122,919	$7.29M	0.28%
Raymond James Financial Inc	68,657	$4.07M	0.00%
Avanza Fonder AB	42,116	$3.59M	0.11%
Prudential Financial Inc	56,650	$3.36M	0.00%
Polar Asset Management Partners Inc.	27,772	$1.65M	0.02%
AXS Investments LLC	19,666	$1.17M	0.32%
Versor Investments LP	14,800	$878.2K	0.15%
Capstone Investment Advisors, LLC	10,500	$623.1K	0.01%
Balyasny Asset Management LLC	9,601	$569.7K	0.00%
State of Wyoming	9,247	$548.8K	0.07%
Aigen Investment Management, LP	9,200	$546.3K	0.10%
Bleakley Financial Group, LLC	8,860	$525.8K	0.02%
Engineers Gate Manager LP	7,812	$463.8K	0.01%
FreeGulliver LLC	5,924	$351.5K	0.18%
Long Run Wealth Advisors, LLC	5,486	$325.5K	0.08%
Colony Group, LLC	5,092	$302.2K	0.00%
Danske Bank A/S	4,892	$290.2K	0.00%
Pensionmark Financial Group, LLC	4,153	$246.4K	0.01%
Brighton Jones LLC	4,107	$243.7K	0.01%
Atomi Financial Group, Inc.	4,043	$239.9K	0.01%
Susquehanna International Group, LLP	3,883	$230.4K	0.00%
Wiley Bros.-Aintree Capital, LLC	3,764	$222.8K	0.00%
AQR Capital Management LLC	3,752	$222.6K	0.00%
Grimes & Company, Inc.	3,440	$204.1K	0.01%
Baader Bank INC	3,412	$202.5K	0.02%
Mesirow Financial Investment Management, Inc.	3,410	$202.3K	0.00%
Grayhawk Investment Strategies Inc.	3,221	$191.1K	0.36%
SG Americas Securities, LLC	2,144	$127.0K	0.00%
Princeton Global Asset Management LLC	1,667	$98.9K	0.02%
Union Bancaire Privee, UBP SA	1,669	$95.2K	0.00%
Bayforest Capital Ltd	1,310	$77.7K	0.10%
Evelyn Partners Investment Management LLP	992	$58.9K	0.00%
Security National Bank	779	$46.2K	0.01%
Dixon Mitchell Investment Counsel Inc.	750	$44.5K	0.00%
BankPlus Trust Department	681	$40.4K	0.01%
Asset Planning,Inc	678	$40.2K	0.03%
Human Investing LLC	440	$26.1K	0.00%
Barometer Capital Management Inc.	298	$25.4K	0.01%
MAI Capital Management	404	$24.0K	0.00%
Conquis Financial LLC	275	$16.3K	0.02%
SBI Securities Co., Ltd.	243	$14.4K	0.00%
Investment Management Corp	234	$13.9K	0.01%
Medallion Wealth Advisors, LLC	208	$12.3K	0.01%
Bangor Savings Bank	200	$11.9K	0.00%
Optiver Holding B.V.	99	$5.88K	0.00%
Versant Capital Management, Inc	92	$5.46K	0.00%
Sierra Ocean, LLC	33	$1.96K	0.00%
Skopos Labs, Inc.	13	$772	0.00%
REAP Financial Group, LLC	1	$30	0.00%

Sold out (32)

Institutions that held Sun Life Financial Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SLF in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
D. E. Shaw & Co., Inc.	254,623	$14.8M
Price T Rowe Associates Inc	135,168	$7.84M
ExodusPoint Capital Management, LP	113,801	$6.60M
Seven Eight Capital, LP	28,777	$1.67M
Investment Management Corp of Ontario	25,697	$1.49M
Verition Fund Management LLC	21,624	$1.25M
FJ Capital Management LLC	18,607	$1.08M
Fox Run Management, L.L.C.	18,112	$1.05M
Entropy Technologies, LP	13,579	$787.9K
Veriti Management LLC	10,060	$583.7K
DRW Securities, LLC	6,100	$478.5K
Cresset Asset Management, LLC	7,941	$460.7K
Pinnacle Wealth Planning Services, Inc.	5,143	$298.4K
International Assets Investment Management, LLC	16,594	$286.0K
EP Wealth Advisors, LLC	4,576	$265.5K
Andra AP-fonden	3,000	$235.3K
Park National Corp	3,970	$230.3K
Prelude Capital Management, LLC	3,721	$215.9K
Keebeck Alpha, LP	3,721	$215.9K
Wambolt & Associates, LLC	3,667	$212.8K
Concord Wealth Partners	2,000	$116.0K
Alta Advisers Ltd	1,570	$91.2K
Jaffetilchin Investment Partners, LLC	1,529	$88.7K
Centennial Bank	994	$57.7K
Group One Trading, L.P.	700	$40.6K
Northwest Financial Advisors	566	$32.8K
Voisard Asset Management Group, Inc.	501	$29.1K
Reuter James Wealth Management, LLC	353	$20.5K
TD Capital Management LLC	294	$17.1K
Creative Financial Designs Inc	200	$11.6K
Waldron Private Wealth LLC	186	$10.8K
Whittier Trust Co	183	$10.6K

Not filed for Q4 2024 yet (4)

Institutions that held Sun Life Financial Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Guardian Capital Advisors LP	167,755	$9.72M
Raymond James & Associates	49,535	$2.87M
Raymond James Financial Services Advisors, Inc.	21,157	$1.23M
Planning Capital Management Corp	465	$27.0K