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 |
|---|---|---|---|---|---|
| Lester Murray Antman dba SimplyRich | 7,714 | $457.0K | 0.13% | +55+0.7% | Added |
| Yousif Capital Management, LLC | 7,789 | $462.2K | 0.01% | −1,295−14.3% | Reduced |
| Engineers Gate Manager LP | 7,812 | $463.8K | 0.01% | +7,812 | New |
| Truist Financial Corp | 7,838 | $465.1K | 0.00% | +629+8.7% | Added |
| Gotham Asset Management, LLC | 7,928 | $470.4K | 0.00% | +2,395+43.3% | Added |
| Am Investment Strategies LLC | 8,075 | $479.0K | 0.12% | +18+0.2% | Added |
| Financial Counselors Inc | 8,148 | $483.5K | 0.01% | +325+4.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,279 | $491.3K | 0.01% | −45−0.5% | Reduced |
| Barclays PLC | 8,286 | $491.7K | 0.00% | +2,379+40.3% | Added |
| Franklin Street Advisors Inc | 8,400 | $498.0K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,575 | $508.9K | 0.00% | +2,099+32.4% | Added |
| Claret Asset Management Corp | 8,631 | $512.0K | 0.08% | −166−1.9% | Reduced |
| Private Advisor Group, LLC | 8,643 | $512.9K | 0.00% | +181+2.1% | Added |
| Vise Technologies, Inc. | 8,778 | $520.9K | 0.04% | +4,516+106.0% | Added |
| Citadel Advisors LLC | 8,789 | $521.5K | 0.00% | −131,359−93.7% | Reduced |
| Bleakley Financial Group, LLC | 8,860 | $525.8K | 0.02% | +8,860 | New |
| Sound View Wealth Advisors Group, LLC | 8,891 | $527.6K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,152 | $543.1K | 0.00% | +1,691+22.7% | Added |
| Aigen Investment Management, LP | 9,200 | $546.3K | 0.10% | +9,200 | New |
| State of Wyoming | 9,247 | $548.8K | 0.07% | +9,247 | New |
| Quilter Plc | 9,291 | $551.0K | 0.01% | −1,000−9.7% | Reduced |
| Balyasny Asset Management LLC | 9,601 | $569.7K | 0.00% | +9,601 | New |
| Woodstock Corp | 9,647 | $572.5K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,813 | $582.3K | 0.04% | +5,874+149.1% | Added |
| Brown Advisory Inc | 10,368 | $615.2K | 0.00% | +11+0.1% | Added |
| Fifth Third Bancorp | 10,397 | $617.0K | 0.00% | −3,940−27.5% | Reduced |
| Capstone Investment Advisors, LLC | 10,500 | $623.1K | 0.01% | +10,500 | New |
| Montrusco Bolton Investments Inc. | 10,573 | $627.5K | 0.01% | −1,082−9.3% | Reduced |
| Cigna Investments Inc | 10,603 | $630.0K | 0.11% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,621 | $630.3K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,005 | $653.0K | 0.00% | −14−0.1% | Reduced |
| LGT Group Foundation | 11,033 | $654.3K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,209 | $665.1K | 0.01% | +434+4.0% | Added |
| Washington Trust Co | 11,469 | $680.6K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 11,546 | $684.5K | 0.05% | +5,600+94.2% | Added |
| Candriam Luxembourg S.C.A. | 11,619 | $689.5K | 0.00% | −1,009−8.0% | Reduced |
| Brinker Capital Investments, LLC | 11,763 | $698.0K | 0.01% | +423+3.7% | Added |
| Orion Portfolio Solutions, LLC | 11,763 | $698.0K | 0.01% | +423+3.7% | Added |
| Verdence Capital Advisors LLC | 11,961 | $709.8K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,062 | $715.8K | 0.00% | +17+0.1% | Added |
| Ossiam | 12,539 | $744.1K | 0.01% | −79,721−86.4% | Reduced |
| CIBC Private Wealth Group, LLC | 12,979 | $759.0K | 0.00% | +8,380+182.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,182 | $782.0K | 0.00% | −2,163−14.1% | Reduced |
| Rathbone Brothers plc | 13,390 | $794.7K | 0.00% | −53−0.4% | Reduced |
| Blair William & Co | 14,306 | $848.9K | 0.00% | −168−1.2% | Reduced |
| Independent Advisor Alliance | 14,418 | $855.6K | 0.01% | +36+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $867.6K | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,090 | $870.4K | 0.01% | +740+5.2% | Added |
| Versor Investments LP | 14,800 | $878.2K | 0.15% | +14,800 | New |
| UniSuper Management Pty Ltd | 11,100 | $947.4K | 0.01% | −6,346−36.4% | Reduced |
| US Bancorp | 16,129 | $957.1K | 0.00% | +629+4.1% | Added |
| Advisor Group Holdings, Inc. | 16,686 | $990.8K | 0.00% | +1,418+9.3% | Added |
| Shell Asset Management Co | 17,172 | $1.02M | 0.04% | −600−3.4% | Reduced |
| Credit Agricole S A | 17,319 | $1.03M | 0.00% | −100−0.6% | Reduced |
| Tyler-Stone Wealth Management | 17,454 | $1.04M | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 18,218 | $1.08M | 0.03% | +80.0% | Added |
| The PNC Financial Services Group, Inc. | 18,349 | $1.09M | 0.00% | +1,415+8.4% | Added |
| HighTower Advisors, LLC | 18,685 | $1.11M | 0.00% | +365+2.0% | Added |
| SEI Investments Co | 18,699 | $1.11M | 0.00% | +2,429+14.9% | Added |
| Advisory Resource Group | 19,086 | $1.13M | 0.24% | −278−1.4% | Reduced |
| Kestra Advisory Services, LLC | 19,604 | $1.16M | 0.01% | +3,211+19.6% | Added |
| AXS Investments LLC | 19,666 | $1.17M | 0.32% | +19,666 | New |
| CI Private Wealth, LLC | 20,143 | $1.20M | 0.00% | +9,800+94.8% | Added |
| Hilltop National Bank | 20,239 | $1.20M | 0.36% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,293 | $1.20M | 0.00% | +90.0% | Added |
| Wetherby Asset Management Inc | 20,667 | $1.23M | 0.06% | −1,302−5.9% | Reduced |
| Bessemer Group Inc | 20,860 | $1.24M | 0.00% | +382+1.9% | Added |
| Intech Investment Management LLC | 20,992 | $1.25M | 0.01% | −17,587−45.6% | Reduced |
| Envestnet Asset Management Inc | 21,807 | $1.29M | 0.00% | +674+3.2% | Added |
| Mason & Associates Inc | 22,000 | $1.31M | 0.31% | 00.0% | Unchanged |
| Capital World Investors | 23,043 | $1.37M | 0.00% | +817+3.7% | Added |
| Ameriprise Financial Inc | 17,156 | $1.37M | 0.00% | −156,082−90.1% | Reduced |
| Principal Financial Group Inc | 23,633 | $1.40M | 0.00% | +6,000+34.0% | Added |
| Cerity Partners LLC | 23,867 | $1.40M | 0.00% | −5,948−19.9% | Reduced |
| JustInvest LLC | 24,183 | $1.44M | 0.02% | +1,558+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 24,743 | $1.47M | 0.00% | −697−2.7% | Reduced |
| Prudential PLC | 25,110 | $1.49M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,154 | $1.55M | 0.00% | +15,921+155.6% | Added |
| Cidel Asset Management Inc | 26,384 | $1.57M | 0.11% | −416−1.6% | Reduced |
| Pathway Financial Advisers, LLC | 26,561 | $1.58M | 0.53% | +609+2.3% | Added |
| Signaturefd, LLC | 26,727 | $1.59M | 0.03% | +1,408+5.6% | Added |
| Wells Fargo & Company | 27,168 | $1.61M | 0.00% | −820−2.9% | Reduced |
| Polar Asset Management Partners Inc. | 27,772 | $1.65M | 0.02% | +27,772 | New |
| Erste Asset Management GmbH | 28,400 | $1.69M | 0.02% | +200+0.7% | Added |
| M&G Plc | 28,740 | $1.70M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 29,802 | $1.77M | 0.01% | +29+0.1% | Added |
| Maryland State Retirement & Pension System | 34,097 | $2.02M | 0.04% | −374−1.1% | Reduced |
| Dorchester Wealth Management Co | 35,192 | $2.09M | 0.42% | −131−0.4% | Reduced |
| V-Square Quantitative Management LLC | 24,866 | $2.13M | 0.30% | +5,458+28.1% | Added |
| Metis Global Partners, LLC | 36,129 | $2.15M | 0.06% | +2,373+7.0% | Added |
| Vident Advisory, LLC | 36,569 | $2.17M | 0.04% | −2,554−6.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.26M | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 38,611 | $2.29M | 0.03% | +27,325+242.1% | Added |
| Gold Investment Management Ltd. | 39,159 | $2.32M | 0.98% | +404+1.0% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.38M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 40,132 | $2.38M | 0.00% | +1,682+4.4% | Added |
| Alliancebernstein L.P. | 40,827 | $2.42M | 0.00% | −517−1.3% | Reduced |
| United Services Automobile Association | 19,798 | $2.43M | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 43,205 | $2.56M | 0.00% | +1,269+3.0% | Added |
| Natixis | 43,795 | $2.60M | 0.02% | +25,838+143.9% | Added |