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 |
|---|---|---|---|---|---|
| TruNorth Capital Management, LLC | 330 | $19.6K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $19.4K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $17.1K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 275 | $16.3K | 0.01% | 00.0% | Unchanged |
| Conquis Financial LLC | 275 | $16.3K | 0.02% | +275 | New |
| Zions Bancorporation, N.A. | 256 | $15.2K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $14.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 243 | $14.4K | 0.00% | +243 | New |
| Bell Investment Advisors, Inc | 240 | $14.2K | 0.00% | −16−6.3% | Reduced |
| Investment Management Corp | 234 | $13.9K | 0.01% | +234 | New |
| BFSG, LLC | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 224 | $13.3K | 0.00% | +2+0.9% | Added |
| Grove Bank & Trust | 221 | $13.1K | 0.00% | +103+87.3% | Added |
| Medallion Wealth Advisors, LLC | 208 | $12.3K | 0.01% | +208 | New |
| Bangor Savings Bank | 200 | $11.9K | 0.00% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 187 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $11.1K | 0.00% | +1+0.5% | Added |
| HM Payson & Co | 170 | $10.1K | 0.00% | −572−77.1% | Reduced |
| Laurel Wealth Advisors LLC | 170 | $10.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $9.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 151 | $8.93K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $8.78K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 141 | $8.36K | 0.00% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 139 | $8.25K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $8.01K | 0.00% | +64+90.1% | Added |
| Sunbelt Securities, Inc. | 122 | $7.24K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 102 | $6.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 99 | $5.88K | 0.00% | +99 | New |
| Barrett & Company, Inc. | 94 | $5.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 92 | $5.46K | 0.00% | +92 | New |
| Bogart Wealth, LLC | 89 | $5.28K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 57 | $3.38K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 54 | $3.20K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 33 | $1.96K | 0.00% | +33 | New |
| Larson Financial Group LLC | 30 | $1.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 13 | $772 | 0.00% | +13 | New |
| REAP Financial Group, LLC | 1 | $30 | 0.00% | +1 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −254,623−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −135,168−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −113,801−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,777−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −25,697−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,624−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −18,607−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,112−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,579−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,941−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −5,143−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −16,594−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |