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 |
|---|---|---|---|---|---|
| Ossiam | 12,539 | $744.1K | 0.01% | −79,721−86.4% | Reduced |
| Avantax Advisory Services, Inc. | 12,062 | $715.8K | 0.00% | +17+0.1% | Added |
| Verdence Capital Advisors LLC | 11,961 | $709.8K | 0.06% | 00.0% | Unchanged |
| 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 |
| Candriam Luxembourg S.C.A. | 11,619 | $689.5K | 0.00% | −1,009−8.0% | Reduced |
| Cumberland Partners Ltd | 11,546 | $684.5K | 0.05% | +5,600+94.2% | Added |
| Washington Trust Co | 11,469 | $680.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,209 | $665.1K | 0.01% | +434+4.0% | Added |
| LGT Group Foundation | 11,033 | $654.3K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,005 | $653.0K | 0.00% | −14−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,621 | $630.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,603 | $630.0K | 0.11% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 10,573 | $627.5K | 0.01% | −1,082−9.3% | Reduced |
| Capstone Investment Advisors, LLC | 10,500 | $623.1K | 0.01% | +10,500 | New |
| Fifth Third Bancorp | 10,397 | $617.0K | 0.00% | −3,940−27.5% | Reduced |
| Brown Advisory Inc | 10,368 | $615.2K | 0.00% | +11+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 9,813 | $582.3K | 0.04% | +5,874+149.1% | Added |
| Woodstock Corp | 9,647 | $572.5K | 0.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,601 | $569.7K | 0.00% | +9,601 | New |
| Quilter Plc | 9,291 | $551.0K | 0.01% | −1,000−9.7% | Reduced |
| State of Wyoming | 9,247 | $548.8K | 0.07% | +9,247 | New |
| Aigen Investment Management, LP | 9,200 | $546.3K | 0.10% | +9,200 | New |
| Mercer Global Advisors Inc | 9,152 | $543.1K | 0.00% | +1,691+22.7% | Added |
| Sound View Wealth Advisors Group, LLC | 8,891 | $527.6K | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,860 | $525.8K | 0.02% | +8,860 | New |
| Citadel Advisors LLC | 8,789 | $521.5K | 0.00% | −131,359−93.7% | Reduced |
| Vise Technologies, Inc. | 8,778 | $520.9K | 0.04% | +4,516+106.0% | Added |
| Private Advisor Group, LLC | 8,643 | $512.9K | 0.00% | +181+2.1% | Added |
| Claret Asset Management Corp | 8,631 | $512.0K | 0.08% | −166−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,575 | $508.9K | 0.00% | +2,099+32.4% | Added |
| Franklin Street Advisors Inc | 8,400 | $498.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 8,286 | $491.7K | 0.00% | +2,379+40.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,279 | $491.3K | 0.01% | −45−0.5% | Reduced |
| Financial Counselors Inc | 8,148 | $483.5K | 0.01% | +325+4.2% | Added |
| Am Investment Strategies LLC | 8,075 | $479.0K | 0.12% | +18+0.2% | Added |
| Gotham Asset Management, LLC | 7,928 | $470.4K | 0.00% | +2,395+43.3% | Added |
| Truist Financial Corp | 7,838 | $465.1K | 0.00% | +629+8.7% | Added |
| Engineers Gate Manager LP | 7,812 | $463.8K | 0.01% | +7,812 | New |
| Yousif Capital Management, LLC | 7,789 | $462.2K | 0.01% | −1,295−14.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 7,714 | $457.0K | 0.13% | +55+0.7% | Added |
| Janney Montgomery Scott LLC | 7,622 | $452.0K | 0.00% | +893+13.3% | Added |
| Boston Financial Mangement LLC | 7,491 | $444.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,313 | $434.0K | 0.00% | +2,210+43.3% | Added |
| Evergreen Capital Management LLC | 7,061 | $419.0K | 0.01% | +137+2.0% | Added |
| Syon Capital LLC | 7,018 | $416.4K | 0.04% | +57+0.8% | Added |
| TFB Advisors LLC | 7,000 | $415.4K | 0.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,984 | $414.4K | 0.00% | −906−11.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,936 | $411.6K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,873 | $407.8K | 0.04% | +20.0% | Added |
| Regions Financial Corp | 6,742 | $400.1K | 0.00% | +1,608+31.3% | Added |
| Parsons Capital Management Inc | 6,667 | $395.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,635 | $393.9K | 0.01% | +770+13.1% | Added |
| Beacon Pointe Advisors, LLC | 6,459 | $383.3K | 0.00% | +1,804+38.8% | Added |
| Davidson Trust Co | 6,383 | $378.8K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,083 | $361.0K | 0.02% | +39+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,048 | $358.9K | 0.00% | −4,677−43.6% | Reduced |
| Alexander Labrunerie & Co., Inc. | 6,031 | $357.9K | 0.16% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,990 | $355.4K | 0.00% | −894−13.0% | Reduced |
| FreeGulliver LLC | 5,924 | $351.5K | 0.18% | +5,924 | New |
| Baird Financial Group, Inc. | 5,912 | $350.8K | 0.00% | +250+4.4% | Added |
| Smithfield Trust Co | 5,894 | $350.0K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $342.7K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,757 | $341.6K | 0.20% | −149−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,680 | $337.6K | 0.00% | −2,395−29.7% | Reduced |
| Pinnacle Associates Ltd | 5,658 | $335.7K | 0.00% | −495−8.0% | Reduced |
| West Family Investments, Inc. | 5,639 | $334.6K | 0.12% | −1,540−21.5% | Reduced |
| Running Point Capital Advisors, LLC | 5,573 | $330.7K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,518 | $327.4K | 0.03% | +70+1.3% | Added |
| Diversify Advisory Services, LLC | 5,708 | $327.0K | 0.02% | +23+0.4% | Added |
| Long Run Wealth Advisors, LLC | 5,486 | $325.5K | 0.08% | +5,486 | New |
| Argent Trust Co | 5,457 | $323.8K | 0.01% | −330−5.7% | Reduced |
| Rempart Asset Management Inc. | 5,335 | $316.1K | 0.06% | −1,907−26.3% | Reduced |
| Glenmede Trust Co NA | 5,274 | $313.0K | 0.00% | +461+9.6% | Added |
| Toroso Investments, LLC | 5,147 | $305.4K | 0.00% | +222+4.5% | Added |
| Colony Group, LLC | 5,092 | $302.2K | 0.00% | +5,092 | New |
| Intrust Bank NA | 5,074 | $301.1K | 0.03% | +944+22.9% | Added |
| CAPROCK Group, Inc. | 5,055 | $300.0K | 0.01% | −6−0.1% | Reduced |
| CWM, LLC | 5,016 | $298.0K | 0.00% | +15+0.3% | Added |
| Stonebridge Capital Management Inc | 5,000 | $297.0K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $296.7K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,985 | $293.5K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 4,892 | $290.2K | 0.00% | +4,892 | New |
| Pacer Advisors, Inc. | 4,885 | $289.9K | 0.00% | −66−1.3% | Reduced |
| Benjamin Edwards Inc | 4,885 | $289.9K | 0.00% | +1,116+29.6% | Added |
| Ritholtz Wealth Management | 4,800 | $284.8K | 0.01% | −54−1.1% | Reduced |
| Ieq Capital, LLC | 4,771 | $283.1K | 0.00% | +35+0.7% | Added |
| MML Investors Services, LLC | 4,679 | $278.0K | 0.00% | +590+14.4% | Added |
| NewEdge Wealth, LLC | 4,618 | $274.0K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 4,596 | $272.7K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,383 | $260.1K | 0.02% | −432−9.0% | Reduced |
| Pathway Financial Advisors LLC | 4,339 | $257.5K | 0.06% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,339 | $255.6K | 0.04% | −2,000−31.6% | Reduced |
| Parallel Advisors, LLC | 4,202 | $249.4K | 0.01% | +684+19.4% | Added |
| Villere St Denis J & Co LLC | 4,177 | $247.9K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,153 | $246.4K | 0.01% | +4,153 | New |
| Brighton Jones LLC | 4,107 | $243.7K | 0.01% | +4,107 | New |
| Ballast, Inc. | 4,083 | $242.3K | 0.07% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,149 | $242.3K | 0.01% | +53+1.3% | Added |
| Schechter Investment Advisors, LLC | 4,054 | $240.6K | 0.02% | −566−12.3% | Reduced |