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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 126,253 | $7.49M | 0.01% | −2,178−1.7% | Reduced |
| Lighthouse Investment Partners, LLC | 122,919 | $7.29M | 0.28% | +122,919 | New |
| Hillsdale Investment Management Inc. | 121,544 | $7.21M | 0.36% | +116,615+2,365.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 114,940 | $6.82M | 1.98% | +190.0% | Added |
| O'Shaughnessy Asset Management, LLC | 112,838 | $6.69M | 0.06% | +17,759+18.7% | Added |
| JCIC Asset Management Inc. | 108,325 | $6.43M | 2.61% | +1,979+1.9% | Added |
| Aviso Financial Inc. | 104,121 | $6.18M | 0.31% | +3,378+3.4% | Added |
| Value Partners Investments Inc. | 101,634 | $6.03M | 3.40% | −1,040,456−91.1% | Reduced |
| LPL Financial LLC | 93,857 | $5.57M | 0.00% | +51,351+120.8% | Added |
| Burney Co | 87,150 | $5.17M | 0.18% | +508+0.6% | Added |
| Motco | 87,055 | $5.17M | 0.53% | −1,255−1.4% | Reduced |
| Jane Street Group, LLC | 84,379 | $5.01M | 0.01% | +32,839+63.7% | Added |
| Quantinno Capital Management LP | 82,443 | $4.89M | 0.05% | +4,341+5.6% | Added |
| Swiss Life Asset Management Ltd | 79,192 | $4.69M | 0.03% | +41,450+109.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 78,717 | $4.67M | 0.02% | +971+1.2% | Added |
| Janus Henderson Group PLC | 76,598 | $4.56M | 0.00% | −2,400−3.0% | Reduced |
| Meritage Portfolio Management | 76,801 | $4.56M | 0.28% | −5,488−6.7% | Reduced |
| Acadian Asset Management LLC | 69,500 | $4.12M | 0.01% | −6,200−8.2% | Reduced |
| Quadrature Capital Ltd | 69,100 | $4.11M | 0.08% | −42,100−37.9% | Reduced |
| Raymond James Financial Inc | 68,657 | $4.07M | 0.00% | +68,657 | New |
| Gluskin Sheff & Assoc Inc | 67,952 | $4.03M | 0.48% | −6,599−8.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 32,226 | $3.96M | 0.30% | +20+0.1% | Added |
| Assenagon Asset Management S.A. | 65,096 | $3.86M | 0.01% | +2,507+4.0% | Added |
| Utah Retirement Systems | 64,683 | $3.84M | 0.04% | −700−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 64,978 | $3.83M | 0.60% | −2,886−4.3% | Reduced |
| Stifel Financial Corp | 63,240 | $3.75M | 0.00% | +18,263+40.6% | Added |
| Public Employees Retirement System of Ohio | 60,588 | $3.60M | 0.01% | −103,764−63.1% | Reduced |
| Avanza Fonder AB | 42,116 | $3.59M | 0.11% | +42,116 | New |
| Ninepoint Partners LP | 60,385 | $3.58M | 0.57% | +4,638+8.3% | Added |
| Commonwealth Equity Services, LLC | 59,418 | $3.53M | 0.01% | −702−1.2% | Reduced |
| Creative Planning | 56,704 | $3.36M | 0.00% | +8,146+16.8% | Added |
| Prudential Financial Inc | 56,650 | $3.36M | 0.00% | +56,650 | New |
| Public Sector Pension Investment Board | 55,247 | $3.28M | 0.01% | −20,524−27.1% | Reduced |
| Cetera Investment Advisers | 51,695 | $3.07M | 0.01% | −4,227−7.6% | Reduced |
| Harvest Portfolios Group Inc. | 50,324 | $2.99M | 0.10% | +26+0.1% | Added |
| Natixis Advisors, L.P. | 47,935 | $2.84M | 0.01% | +4,689+10.8% | Added |
| Triasima Portfolio Management inc. | 47,900 | $2.84M | 0.55% | +250+0.5% | Added |
| Vontobel Holding Ltd. | 45,779 | $2.71M | 0.01% | +36+0.1% | Added |
| State Street Corp | 45,711 | $2.71M | 0.00% | +6,233+15.8% | Added |
| PCJ Investment Counsel Ltd. | 45,400 | $2.69M | 0.91% | +12,680+38.8% | Added |
| Kraematon Investment Advisors, Inc | 44,423 | $2.64M | 2.61% | +161+0.4% | Added |
| Natixis | 43,795 | $2.60M | 0.02% | +25,838+143.9% | Added |
| Clearbridge Investments, LLC | 43,205 | $2.56M | 0.00% | +1,269+3.0% | Added |
| United Services Automobile Association | 19,798 | $2.43M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 40,827 | $2.42M | 0.00% | −517−1.3% | Reduced |
| Mariner, LLC | 40,132 | $2.38M | 0.00% | +1,682+4.4% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.38M | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 39,159 | $2.32M | 0.98% | +404+1.0% | Added |
| Ontario Teachers Pension Plan Board | 38,611 | $2.29M | 0.03% | +27,325+242.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.26M | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 36,569 | $2.17M | 0.04% | −2,554−6.5% | Reduced |
| Metis Global Partners, LLC | 36,129 | $2.15M | 0.06% | +2,373+7.0% | Added |
| V-Square Quantitative Management LLC | 24,866 | $2.13M | 0.30% | +5,458+28.1% | Added |
| Dorchester Wealth Management Co | 35,192 | $2.09M | 0.42% | −131−0.4% | Reduced |
| Maryland State Retirement & Pension System | 34,097 | $2.02M | 0.04% | −374−1.1% | Reduced |
| M&T Bank Corp | 29,802 | $1.77M | 0.01% | +29+0.1% | Added |
| M&G Plc | 28,740 | $1.70M | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 28,400 | $1.69M | 0.02% | +200+0.7% | Added |
| Polar Asset Management Partners Inc. | 27,772 | $1.65M | 0.02% | +27,772 | New |
| Wells Fargo & Company | 27,168 | $1.61M | 0.00% | −820−2.9% | Reduced |
| Signaturefd, LLC | 26,727 | $1.59M | 0.03% | +1,408+5.6% | Added |
| Pathway Financial Advisers, LLC | 26,561 | $1.58M | 0.53% | +609+2.3% | Added |
| Cidel Asset Management Inc | 26,384 | $1.57M | 0.11% | −416−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 26,154 | $1.55M | 0.00% | +15,921+155.6% | Added |
| Prudential PLC | 25,110 | $1.49M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24,743 | $1.47M | 0.00% | −697−2.7% | Reduced |
| JustInvest LLC | 24,183 | $1.44M | 0.02% | +1,558+6.9% | Added |
| Cerity Partners LLC | 23,867 | $1.40M | 0.00% | −5,948−19.9% | Reduced |
| Principal Financial Group Inc | 23,633 | $1.40M | 0.00% | +6,000+34.0% | Added |
| Ameriprise Financial Inc | 17,156 | $1.37M | 0.00% | −156,082−90.1% | Reduced |
| Capital World Investors | 23,043 | $1.37M | 0.00% | +817+3.7% | Added |
| Mason & Associates Inc | 22,000 | $1.31M | 0.31% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,807 | $1.29M | 0.00% | +674+3.2% | Added |
| Intech Investment Management LLC | 20,992 | $1.25M | 0.01% | −17,587−45.6% | Reduced |
| Bessemer Group Inc | 20,860 | $1.24M | 0.00% | +382+1.9% | Added |
| Wetherby Asset Management Inc | 20,667 | $1.23M | 0.06% | −1,302−5.9% | Reduced |
| Captrust Financial Advisors | 20,293 | $1.20M | 0.00% | +90.0% | Added |
| Hilltop National Bank | 20,239 | $1.20M | 0.36% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,143 | $1.20M | 0.00% | +9,800+94.8% | Added |
| AXS Investments LLC | 19,666 | $1.17M | 0.32% | +19,666 | New |
| Kestra Advisory Services, LLC | 19,604 | $1.16M | 0.01% | +3,211+19.6% | Added |
| Advisory Resource Group | 19,086 | $1.13M | 0.24% | −278−1.4% | Reduced |
| SEI Investments Co | 18,699 | $1.11M | 0.00% | +2,429+14.9% | Added |
| HighTower Advisors, LLC | 18,685 | $1.11M | 0.00% | +365+2.0% | Added |
| The PNC Financial Services Group, Inc. | 18,349 | $1.09M | 0.00% | +1,415+8.4% | Added |
| HBK Sorce Advisory LLC | 18,218 | $1.08M | 0.03% | +80.0% | Added |
| Tyler-Stone Wealth Management | 17,454 | $1.04M | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 17,319 | $1.03M | 0.00% | −100−0.6% | Reduced |
| Shell Asset Management Co | 17,172 | $1.02M | 0.04% | −600−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 16,686 | $990.8K | 0.00% | +1,418+9.3% | Added |
| US Bancorp | 16,129 | $957.1K | 0.00% | +629+4.1% | Added |
| UniSuper Management Pty Ltd | 11,100 | $947.4K | 0.01% | −6,346−36.4% | Reduced |
| Versor Investments LP | 14,800 | $878.2K | 0.15% | +14,800 | New |
| Sanctuary Advisors, LLC | 15,090 | $870.4K | 0.01% | +740+5.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,621 | $867.6K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 14,418 | $855.6K | 0.01% | +36+0.3% | Added |
| Blair William & Co | 14,306 | $848.9K | 0.00% | −168−1.2% | Reduced |
| Rathbone Brothers plc | 13,390 | $794.7K | 0.00% | −53−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,182 | $782.0K | 0.00% | −2,163−14.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,979 | $759.0K | 0.00% | +8,380+182.2% | Added |