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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 1 | $30 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 13 | $772 | 0.00% | +13 | New |
| Mascoma Wealth Management LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 33 | $1.96K | 0.00% | +33 | New |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $3.20K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 57 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 89 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 92 | $5.46K | 0.00% | +92 | New |
| Barrett & Company, Inc. | 94 | $5.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 99 | $5.88K | 0.00% | +99 | New |
| Creekmur Asset Management LLC | 102 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $7.24K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $8.01K | 0.00% | +64+90.1% | Added |
| Evermay Wealth Management LLC | 139 | $8.25K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 141 | $8.36K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 148 | $8.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 151 | $8.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $9.79K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 170 | $10.1K | 0.00% | −572−77.1% | Reduced |
| Laurel Wealth Advisors LLC | 170 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $11.1K | 0.00% | +1+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 187 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $11.9K | 0.00% | +200 | New |
| Medallion Wealth Advisors, LLC | 208 | $12.3K | 0.01% | +208 | New |
| Grove Bank & Trust | 221 | $13.1K | 0.00% | +103+87.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 224 | $13.3K | 0.00% | +2+0.9% | Added |
| BFSG, LLC | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 234 | $13.9K | 0.01% | +234 | New |
| Bell Investment Advisors, Inc | 240 | $14.2K | 0.00% | −16−6.3% | Reduced |
| SBI Securities Co., Ltd. | 243 | $14.4K | 0.00% | +243 | New |
| Strategic Investment Solutions, Inc. | 246 | $14.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 256 | $15.2K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $16.3K | 0.01% | 00.0% | Unchanged |
| Conquis Financial LLC | 275 | $16.3K | 0.02% | +275 | New |
| MeadowBrook Investment Advisors LLC | 289 | $17.1K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $19.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $19.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 331 | $19.6K | 0.00% | +147+79.9% | Added |
| Westside Investment Management, Inc. | 355 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 380 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 384 | $22.6K | 0.01% | +7+1.9% | Added |
| Geneos Wealth Management Inc. | 391 | $23.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 391 | $23.2K | 0.00% | +1+0.3% | Added |
| TFC Financial Management | 392 | $23.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 404 | $24.0K | 0.00% | +404 | New |
| Allworth Financial LP | 411 | $24.0K | 0.00% | +42+11.4% | Added |
| Farther Finance Advisors, LLC | 406 | $24.1K | 0.00% | +75+22.7% | Added |
| Duncker Streett & Co Inc | 414 | $24.6K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 298 | $25.4K | 0.01% | +298 | New |
| Hexagon Capital Partners LLC | 434 | $25.8K | 0.00% | +79+22.3% | Added |
| Nordwand Advisors, LLC | 438 | $26.0K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 440 | $26.1K | 0.00% | +440 | New |
| Coppell Advisory Solutions LLC | 458 | $27.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $27.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $29.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 497 | $29.5K | 0.00% | −44−8.1% | Reduced |
| AdvisorNet Financial, Inc | 500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $29.7K | 0.01% | +300+150.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $31.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 571 | $33.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 615 | $36.5K | 0.01% | −35−5.4% | Reduced |
| St Germain D J Co Inc | 650 | $38.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 676 | $40.1K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $40.2K | 0.03% | +678 | New |
| BankPlus Trust Department | 681 | $40.4K | 0.01% | +681 | New |
| Oakworth Capital, Inc. | 748 | $44.4K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 750 | $44.5K | 0.00% | +750 | New |
| Proequities, Inc. | 787 | $46.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 779 | $46.2K | 0.01% | +779 | New |
| Asset Dedication, LLC | 787 | $46.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 788 | $46.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 788 | $46.8K | 0.00% | +3+0.4% | Added |
| Private Wealth Management Group, LLC | 797 | $47.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $47.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $47.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 874 | $51.9K | 0.02% | −50−5.4% | Reduced |
| Fairfield Financial Advisors, LTD | 878 | $52.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 879 | $52.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 953 | $56.5K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 963 | $57.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 992 | $58.9K | 0.00% | +992 | New |
| GeoWealth Management, LLC | 999 | $59.3K | 0.00% | +978+4,657.1% | Added |
| JFS Wealth Advisors, LLC | 1,032 | $61.2K | 0.00% | +838+432.0% | Added |
| NBT Bank N A | 1,074 | $63.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $64.8K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,186 | $70.0K | 0.00% | −517−30.4% | Reduced |
| Central Trust Co | 1,200 | $71.2K | 0.00% | −10−0.8% | Reduced |
| Louisbourg Investments Inc. | 1,252 | $74.3K | 0.02% | +417+49.9% | Added |
| Pacifica Partners Inc. | 1,288 | $75.8K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $76.8K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,310 | $77.7K | 0.10% | +1,310 | New |
| Cromwell Holdings LLC | 1,311 | $77.8K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,540 | $91.4K | 0.04% | +2+0.1% | Added |