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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 1,669 | $95.2K | 0.00% | +1,669 | New |
| Princeton Global Asset Management LLC | 1,667 | $98.9K | 0.02% | +1,667 | New |
| Plato Investment Management Ltd | 1,745 | $103.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $111.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $113.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $118.7K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,082 | $123.5K | 0.00% | −7−0.3% | Reduced |
| IFP Advisors, Inc | 2,087 | $123.8K | 0.00% | +136+7.0% | Added |
| SG Americas Securities, LLC | 2,144 | $127.0K | 0.00% | +2,144 | New |
| Quadrant Capital Group LLC | 2,193 | $130.1K | 0.01% | −3−0.1% | Reduced |
| Massmutual Trust Co FSB | 2,271 | $134.8K | 0.00% | +87+4.0% | Added |
| Macquarie Group Ltd | 2,396 | $142.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,747 | $163.0K | 0.00% | +5+0.2% | Added |
| First Horizon Advisors, Inc. | 2,771 | $164.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $168.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,953 | $175.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,067 | $182.0K | 0.15% | +18+0.6% | Added |
| Ronald Blue Trust, Inc. | 3,194 | $189.5K | 0.00% | −4,467−58.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,203 | $190.1K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 3,221 | $191.1K | 0.36% | +3,221 | New |
| Arkadios Wealth Advisors | 3,404 | $202.0K | 0.01% | −129−3.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,410 | $202.3K | 0.00% | +3,410 | New |
| Baader Bank INC | 3,412 | $202.5K | 0.02% | +3,412 | New |
| Grimes & Company, Inc. | 3,440 | $204.1K | 0.01% | +3,440 | New |
| Nilsine Partners, LLC | 3,563 | $211.4K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,585 | $212.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3,599 | $213.5K | 0.03% | −167−4.4% | Reduced |
| Flaharty Asset Management, LLC | 3,611 | $214.3K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,617 | $214.6K | 0.11% | −39−1.1% | Reduced |
| Well Done, LLC | 3,726 | $216.2K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,719 | $220.7K | 0.02% | +192+5.4% | Added |
| AQR Capital Management LLC | 3,752 | $222.6K | 0.00% | +3,752 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,764 | $222.8K | 0.00% | +3,764 | New |
| Lindbrook Capital, LLC | 3,809 | $226.0K | 0.02% | +469+14.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $228.3K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,875 | $229.9K | 0.11% | +292+8.1% | Added |
| Susquehanna International Group, LLP | 3,883 | $230.4K | 0.00% | +3,883 | New |
| Northwest Bancshares, Inc. | 3,898 | $231.3K | 0.04% | −619−13.7% | Reduced |
| Canopy Partners, LLC | 3,941 | $233.9K | 0.09% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 4,000 | $237.3K | 0.09% | −200−4.8% | Reduced |
| Atomi Financial Group, Inc. | 4,043 | $239.9K | 0.01% | +4,043 | New |
| Schechter Investment Advisors, LLC | 4,054 | $240.6K | 0.02% | −566−12.3% | Reduced |
| HighPoint Advisor Group LLC | 4,149 | $242.3K | 0.01% | +53+1.3% | Added |
| Ballast, Inc. | 4,083 | $242.3K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,107 | $243.7K | 0.01% | +4,107 | New |
| Pensionmark Financial Group, LLC | 4,153 | $246.4K | 0.01% | +4,153 | New |
| Villere St Denis J & Co LLC | 4,177 | $247.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,202 | $249.4K | 0.01% | +684+19.4% | Added |
| K.J. Harrison & Partners Inc | 4,339 | $255.6K | 0.04% | −2,000−31.6% | Reduced |
| Pathway Financial Advisors LLC | 4,339 | $257.5K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,383 | $260.1K | 0.02% | −432−9.0% | Reduced |
| Capital City Trust Co | 4,596 | $272.7K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,618 | $274.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,679 | $278.0K | 0.00% | +590+14.4% | Added |
| Ieq Capital, LLC | 4,771 | $283.1K | 0.00% | +35+0.7% | Added |
| Ritholtz Wealth Management | 4,800 | $284.8K | 0.01% | −54−1.1% | Reduced |
| Benjamin Edwards Inc | 4,885 | $289.9K | 0.00% | +1,116+29.6% | Added |
| Pacer Advisors, Inc. | 4,885 | $289.9K | 0.00% | −66−1.3% | Reduced |
| Danske Bank A/S | 4,892 | $290.2K | 0.00% | +4,892 | New |
| Confluence Wealth Services, Inc. | 4,985 | $293.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $296.7K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $297.0K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 5,016 | $298.0K | 0.00% | +15+0.3% | Added |
| CAPROCK Group, Inc. | 5,055 | $300.0K | 0.01% | −6−0.1% | Reduced |
| Intrust Bank NA | 5,074 | $301.1K | 0.03% | +944+22.9% | Added |
| Colony Group, LLC | 5,092 | $302.2K | 0.00% | +5,092 | New |
| Toroso Investments, LLC | 5,147 | $305.4K | 0.00% | +222+4.5% | Added |
| Glenmede Trust Co NA | 5,274 | $313.0K | 0.00% | +461+9.6% | Added |
| Rempart Asset Management Inc. | 5,335 | $316.1K | 0.06% | −1,907−26.3% | Reduced |
| Argent Trust Co | 5,457 | $323.8K | 0.01% | −330−5.7% | Reduced |
| Long Run Wealth Advisors, LLC | 5,486 | $325.5K | 0.08% | +5,486 | New |
| Diversify Advisory Services, LLC | 5,708 | $327.0K | 0.02% | +23+0.4% | Added |
| PDS Planning, Inc | 5,518 | $327.4K | 0.03% | +70+1.3% | Added |
| Running Point Capital Advisors, LLC | 5,573 | $330.7K | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,639 | $334.6K | 0.12% | −1,540−21.5% | Reduced |
| Pinnacle Associates Ltd | 5,658 | $335.7K | 0.00% | −495−8.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,680 | $337.6K | 0.00% | −2,395−29.7% | Reduced |
| First Affirmative Financial Network | 5,757 | $341.6K | 0.20% | −149−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $342.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,894 | $350.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,912 | $350.8K | 0.00% | +250+4.4% | Added |
| FreeGulliver LLC | 5,924 | $351.5K | 0.18% | +5,924 | New |
| King Luther Capital Management Corp | 5,990 | $355.4K | 0.00% | −894−13.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 6,031 | $357.9K | 0.16% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,048 | $358.9K | 0.00% | −4,677−43.6% | Reduced |
| PFG Investments, LLC | 6,083 | $361.0K | 0.02% | +39+0.6% | Added |
| Davidson Trust Co | 6,383 | $378.8K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,459 | $383.3K | 0.00% | +1,804+38.8% | Added |
| Tower Research Capital LLC (TRC) | 6,635 | $393.9K | 0.01% | +770+13.1% | Added |
| Parsons Capital Management Inc | 6,667 | $395.6K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,742 | $400.1K | 0.00% | +1,608+31.3% | Added |
| MONECO Advisors, LLC | 6,873 | $407.8K | 0.04% | +20.0% | Added |
| Moneta Group Investment Advisors LLC | 6,936 | $411.6K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,984 | $414.4K | 0.00% | −906−11.5% | Reduced |
| TFB Advisors LLC | 7,000 | $415.4K | 0.12% | 00.0% | Unchanged |
| Syon Capital LLC | 7,018 | $416.4K | 0.04% | +57+0.8% | Added |
| Evergreen Capital Management LLC | 7,061 | $419.0K | 0.01% | +137+2.0% | Added |
| Jones Financial Companies LLLP | 7,313 | $434.0K | 0.00% | +2,210+43.3% | Added |
| Boston Financial Mangement LLC | 7,491 | $444.5K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,622 | $452.0K | 0.00% | +893+13.3% | Added |