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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 4,043 | $239.9K | 0.01% | +4,043 | New |
| Heathbridge Capital Management Ltd. | 4,000 | $237.3K | 0.09% | −200−4.8% | Reduced |
| Canopy Partners, LLC | 3,941 | $233.9K | 0.09% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,898 | $231.3K | 0.04% | −619−13.7% | Reduced |
| Susquehanna International Group, LLP | 3,883 | $230.4K | 0.00% | +3,883 | New |
| Five Oceans Advisors | 3,875 | $229.9K | 0.11% | +292+8.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $228.3K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,809 | $226.0K | 0.02% | +469+14.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,764 | $222.8K | 0.00% | +3,764 | New |
| AQR Capital Management LLC | 3,752 | $222.6K | 0.00% | +3,752 | New |
| Checchi Capital Advisers, LLC | 3,719 | $220.7K | 0.02% | +192+5.4% | Added |
| Well Done, LLC | 3,726 | $216.2K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,617 | $214.6K | 0.11% | −39−1.1% | Reduced |
| Flaharty Asset Management, LLC | 3,611 | $214.3K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 3,599 | $213.5K | 0.03% | −167−4.4% | Reduced |
| Keybank National Association | 3,585 | $212.7K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,563 | $211.4K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,440 | $204.1K | 0.01% | +3,440 | New |
| Baader Bank INC | 3,412 | $202.5K | 0.02% | +3,412 | New |
| Mesirow Financial Investment Management, Inc. | 3,410 | $202.3K | 0.00% | +3,410 | New |
| Arkadios Wealth Advisors | 3,404 | $202.0K | 0.01% | −129−3.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,221 | $191.1K | 0.36% | +3,221 | New |
| Steward Partners Investment Advisory, LLC | 3,203 | $190.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,194 | $189.5K | 0.00% | −4,467−58.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3,067 | $182.0K | 0.15% | +18+0.6% | Added |
| Harbour Investments, Inc. | 2,953 | $175.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $168.8K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $164.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,747 | $163.0K | 0.00% | +5+0.2% | Added |
| Macquarie Group Ltd | 2,396 | $142.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,271 | $134.8K | 0.00% | +87+4.0% | Added |
| Quadrant Capital Group LLC | 2,193 | $130.1K | 0.01% | −3−0.1% | Reduced |
| SG Americas Securities, LLC | 2,144 | $127.0K | 0.00% | +2,144 | New |
| IFP Advisors, Inc | 2,087 | $123.8K | 0.00% | +136+7.0% | Added |
| Rhumbline Advisers | 2,082 | $123.5K | 0.00% | −7−0.3% | Reduced |
| City Holding Co | 2,000 | $118.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $113.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $111.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,745 | $103.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,667 | $98.9K | 0.02% | +1,667 | New |
| Union Bancaire Privee, UBP SA | 1,669 | $95.2K | 0.00% | +1,669 | New |
| Lowe Wealth Advisors, LLC | 1,540 | $91.4K | 0.04% | +2+0.1% | Added |
| Cromwell Holdings LLC | 1,311 | $77.8K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,310 | $77.7K | 0.10% | +1,310 | New |
| Birchbrook, Inc. | 1,295 | $76.8K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $75.8K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,252 | $74.3K | 0.02% | +417+49.9% | Added |
| Central Trust Co | 1,200 | $71.2K | 0.00% | −10−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 1,186 | $70.0K | 0.00% | −517−30.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $64.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $63.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,032 | $61.2K | 0.00% | +838+432.0% | Added |
| GeoWealth Management, LLC | 999 | $59.3K | 0.00% | +978+4,657.1% | Added |
| Evelyn Partners Investment Management LLP | 992 | $58.9K | 0.00% | +992 | New |
| Financial Gravity Companies, Inc. | 963 | $57.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 953 | $56.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 879 | $52.2K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 878 | $52.1K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 874 | $51.9K | 0.02% | −50−5.4% | Reduced |
| MCF Advisors LLC | 800 | $47.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $47.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $47.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 788 | $46.8K | 0.00% | +3+0.4% | Added |
| CoreCap Advisors, LLC | 788 | $46.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $46.7K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 779 | $46.2K | 0.01% | +779 | New |
| Proequities, Inc. | 787 | $46.0K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 750 | $44.5K | 0.00% | +750 | New |
| Oakworth Capital, Inc. | 748 | $44.4K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $40.4K | 0.01% | +681 | New |
| Asset Planning,Inc | 678 | $40.2K | 0.03% | +678 | New |
| Clean Yield Group | 676 | $40.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $38.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 615 | $36.5K | 0.01% | −35−5.4% | Reduced |
| GAMMA Investing LLC | 571 | $33.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $31.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $29.7K | 0.01% | +300+150.0% | Added |
| AdvisorNet Financial, Inc | 500 | $29.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 497 | $29.5K | 0.00% | −44−8.1% | Reduced |
| Atticus Wealth Management, LLC | 491 | $29.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $27.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 458 | $27.2K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 440 | $26.1K | 0.00% | +440 | New |
| Nordwand Advisors, LLC | 438 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 434 | $25.8K | 0.00% | +79+22.3% | Added |
| Barometer Capital Management Inc. | 298 | $25.4K | 0.01% | +298 | New |
| Duncker Streett & Co Inc | 414 | $24.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 406 | $24.1K | 0.00% | +75+22.7% | Added |
| Allworth Financial LP | 411 | $24.0K | 0.00% | +42+11.4% | Added |
| MAI Capital Management | 404 | $24.0K | 0.00% | +404 | New |
| TFC Financial Management | 392 | $23.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 391 | $23.2K | 0.00% | +1+0.3% | Added |
| Geneos Wealth Management Inc. | 391 | $23.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 384 | $22.6K | 0.01% | +7+1.9% | Added |
| Umb Bank N A | 380 | $22.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $21.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 331 | $19.6K | 0.00% | +147+79.9% | Added |