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 |
|---|---|---|---|---|---|
| Kraematon Investment Advisors, Inc | 44,423 | $2.64M | 2.61% | +161+0.4% | Added |
| PCJ Investment Counsel Ltd. | 45,400 | $2.69M | 0.91% | +12,680+38.8% | Added |
| State Street Corp | 45,711 | $2.71M | 0.00% | +6,233+15.8% | Added |
| Vontobel Holding Ltd. | 45,779 | $2.71M | 0.01% | +36+0.1% | Added |
| Triasima Portfolio Management inc. | 47,900 | $2.84M | 0.55% | +250+0.5% | Added |
| Natixis Advisors, L.P. | 47,935 | $2.84M | 0.01% | +4,689+10.8% | Added |
| Harvest Portfolios Group Inc. | 50,324 | $2.99M | 0.10% | +26+0.1% | Added |
| Cetera Investment Advisers | 51,695 | $3.07M | 0.01% | −4,227−7.6% | Reduced |
| Public Sector Pension Investment Board | 55,247 | $3.28M | 0.01% | −20,524−27.1% | Reduced |
| Prudential Financial Inc | 56,650 | $3.36M | 0.00% | +56,650 | New |
| Creative Planning | 56,704 | $3.36M | 0.00% | +8,146+16.8% | Added |
| Commonwealth Equity Services, LLC | 59,418 | $3.53M | 0.01% | −702−1.2% | Reduced |
| Ninepoint Partners LP | 60,385 | $3.58M | 0.57% | +4,638+8.3% | Added |
| Avanza Fonder AB | 42,116 | $3.59M | 0.11% | +42,116 | New |
| Public Employees Retirement System of Ohio | 60,588 | $3.60M | 0.01% | −103,764−63.1% | Reduced |
| Stifel Financial Corp | 63,240 | $3.75M | 0.00% | +18,263+40.6% | Added |
| Symphony Financial, Ltd. Co. | 64,978 | $3.83M | 0.60% | −2,886−4.3% | Reduced |
| Utah Retirement Systems | 64,683 | $3.84M | 0.04% | −700−1.1% | Reduced |
| Assenagon Asset Management S.A. | 65,096 | $3.86M | 0.01% | +2,507+4.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 32,226 | $3.96M | 0.30% | +20+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 67,952 | $4.03M | 0.48% | −6,599−8.9% | Reduced |
| Raymond James Financial Inc | 68,657 | $4.07M | 0.00% | +68,657 | New |
| Quadrature Capital Ltd | 69,100 | $4.11M | 0.08% | −42,100−37.9% | Reduced |
| Acadian Asset Management LLC | 69,500 | $4.12M | 0.01% | −6,200−8.2% | Reduced |
| Meritage Portfolio Management | 76,801 | $4.56M | 0.28% | −5,488−6.7% | Reduced |
| Janus Henderson Group PLC | 76,598 | $4.56M | 0.00% | −2,400−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 78,717 | $4.67M | 0.02% | +971+1.2% | Added |
| Swiss Life Asset Management Ltd | 79,192 | $4.69M | 0.03% | +41,450+109.8% | Added |
| Quantinno Capital Management LP | 82,443 | $4.89M | 0.05% | +4,341+5.6% | Added |
| Jane Street Group, LLC | 84,379 | $5.01M | 0.01% | +32,839+63.7% | Added |
| Motco | 87,055 | $5.17M | 0.53% | −1,255−1.4% | Reduced |
| Burney Co | 87,150 | $5.17M | 0.18% | +508+0.6% | Added |
| LPL Financial LLC | 93,857 | $5.57M | 0.00% | +51,351+120.8% | Added |
| Value Partners Investments Inc. | 101,634 | $6.03M | 3.40% | −1,040,456−91.1% | Reduced |
| Aviso Financial Inc. | 104,121 | $6.18M | 0.31% | +3,378+3.4% | Added |
| JCIC Asset Management Inc. | 108,325 | $6.43M | 2.61% | +1,979+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 112,838 | $6.69M | 0.06% | +17,759+18.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 114,940 | $6.82M | 1.98% | +190.0% | Added |
| Hillsdale Investment Management Inc. | 121,544 | $7.21M | 0.36% | +116,615+2,365.9% | Added |
| Lighthouse Investment Partners, LLC | 122,919 | $7.29M | 0.28% | +122,919 | New |
| Van Eck Associates Corp | 126,253 | $7.49M | 0.01% | −2,178−1.7% | Reduced |
| Royal London Asset Management Ltd | 127,438 | $7.56M | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 128,430 | $7.62M | 0.04% | +128,430 | New |
| Voloridge Investment Management, LLC | 133,658 | $7.93M | 0.03% | −163,697−55.1% | Reduced |
| Qube Research & Technologies Ltd | 135,623 | $8.04M | 0.01% | +46,602+52.3% | Added |
| AustralianSuper Pty Ltd | 137,427 | $8.15M | 0.04% | −26,801−16.3% | Reduced |
| USS Investment Management Ltd | 138,227 | $8.23M | 0.06% | −17,982−11.5% | Reduced |
| SIG North Trading, ULC | 140,588 | $8.34M | 1.91% | +49,393+54.2% | Added |
| Generali Asset Management SPA SGR | 101,546 | $8.67M | 0.22% | +101,546 | New |
| Bridgewater Associates, LP | 158,802 | $9.42M | 0.04% | +139,455+720.8% | Added |
| Guardian Partners Inc. | 162,908 | $9.53M | 0.97% | +162,908 | New |
| Citigroup Inc | 167,315 | $9.93M | 0.01% | +73,747+78.8% | Added |
| American Century Companies Inc | 168,299 | $9.99M | 0.01% | +18,079+12.0% | Added |
| Sienna Gestion | 178,785 | $10.6M | 0.72% | 00.0% | Unchanged |
| Addenda Capital Inc. | 126,238 | $10.8M | 0.38% | −338−0.3% | Reduced |
| Varma Mutual Pension Insurance Co | 186,764 | $11.1M | 0.08% | −78,400−29.6% | Reduced |
| Jarislowsky, Fraser Ltd | 187,148 | $11.1M | 0.06% | −35,284−15.9% | Reduced |
| Crossmark Global Holdings, Inc. | 198,891 | $11.8M | 0.22% | −2,701−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 227,745 | $13.5M | 0.09% | +3,700+1.7% | Added |
| Millennium Management LLC | 234,200 | $13.9M | 0.01% | +170,156+265.7% | Added |
| Unigestion Holding SA | 242,161 | $14.4M | 0.83% | +43,119+21.7% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $14.9M | 0.55% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 280,100 | $16.6M | 0.12% | −7,200−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 281,269 | $16.7M | 0.05% | −106,830−27.5% | Reduced |
| Franklin Resources Inc | 283,417 | $16.8M | 0.00% | +40,997+16.9% | Added |
| APG Asset Management N.V. | 314,200 | $18.0M | 0.05% | +314,200 | New |
| Lombard Odier Asset Management (Europe) Ltd | 147,056 | $18.1M | 1.16% | +1,500+1.0% | Added |
| Bank of Nova Scotia Trust Co | 316,240 | $18.8M | 1.98% | +7,155+2.3% | Added |
| Guardian Capital LP | 320,223 | $19.0M | 0.71% | +2,567+0.8% | Added |
| AXA S.A. | 321,184 | $19.1M | 0.06% | +129,581+67.6% | Added |
| Pictet Asset Management Holding SA | 325,688 | $19.3M | 0.02% | +27,760+9.3% | Added |
| State of Tennessee, Treasury Department | 332,181 | $19.7M | 0.07% | +929+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 359,600 | $21.3M | 0.36% | +359,600 | New |
| Teachers Retirement System of the State of Kentucky | 372,750 | $22.1M | 0.19% | +42,890+13.0% | Added |
| Allianz Asset Management GmbH | 380,852 | $22.6M | 0.03% | +22,728+6.3% | Added |
| Neuberger Berman Group LLC | 392,811 | $23.3M | 0.02% | +33,153+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 401,851 | $23.8M | 0.07% | +90,305+29.0% | Added |
| Korea Investment CORP | 426,705 | $25.3M | 0.06% | +41,570+10.8% | Added |
| Waratah Capital Advisors Ltd. | 427,161 | $25.3M | 1.42% | +427,161 | New |
| Two Sigma Advisers, LP | 440,232 | $26.1M | 0.06% | −20,900−4.5% | Reduced |
| Northern Trust Corp | 493,530 | $29.3M | 0.00% | +200,567+68.5% | Added |
| Bank of New York Mellon Corp | 559,262 | $33.2M | 0.01% | +33,931+6.5% | Added |
| Russell Investments Group, Ltd. | 588,875 | $34.9M | 0.05% | −25,387−4.1% | Reduced |
| Man Group plc | 610,711 | $36.2M | 0.11% | −315,986−34.1% | Reduced |
| Todd Asset Management LLC | 635,702 | $37.7M | 0.90% | +37,194+6.2% | Added |
| Nuveen Asset Management, LLC | 663,763 | $39.4M | 0.01% | +1,156+0.2% | Added |
| Great West Life Assurance Co | 683,482 | $40.5M | 0.07% | +102,062+17.6% | Added |
| Northwest & Ethical Investments L.P. | 688,974 | $40.8M | 1.11% | +99,702+16.9% | Added |
| Goldman Sachs Group Inc | 726,029 | $43.1M | 0.01% | −507,553−41.1% | Reduced |
| FIL Ltd | 741,455 | $44.0M | 0.04% | −1,521,247−67.2% | Reduced |
| First Trust Advisors LP | 796,172 | $47.2M | 0.04% | −101,631−11.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 801,370 | $47.5M | 0.04% | −693,290−46.4% | Reduced |
| Fiera Capital Corp | 814,772 | $48.3M | 0.15% | −21,380−2.6% | Reduced |
| Aviva PLC | 850,917 | $50.4M | 0.13% | −48,842−5.4% | Reduced |
| MUFG Securities (Canada), Ltd. | 879,349 | $52.2M | 1.88% | +366,546+71.5% | Added |
| Caisse de Depot Et Placement du Quebec | 932,676 | $55.3M | 0.12% | +64,549+7.4% | Added |
| Deutsche Bank AG | 949,120 | $56.3M | 0.02% | +60,062+6.8% | Added |
| BlackRock, Inc. | 949,880 | $56.4M | 0.00% | −9,367−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $61.5M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 1,085,572 | $64.4M | 0.01% | +467,842+75.7% | Added |