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, Q1 2025
Institutional positions in Sun Life Financial Inc as of Mar 31, 2025. 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
- 421
- −11 vs. Q4 2024
- Shares held
- 263.2M
- +817.8K (+0.3%) vs. Q4 2024
- Total value
- $15.1B
- −$498.7M (−3.2%) vs. Q4 2024
- New holders
- 35
- 148 more added
- Sold out
- 46
- 132 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 44,756,266 | $2.56B | 0.57% | +876,206+2.0% | Added |
| Vanguard Group Inc | 24,595,092 | $1.41B | 0.03% | +361,596+1.5% | Added |
| TD Asset Management Inc | 16,100,340 | $921.3M | 0.85% | +374,682+2.4% | Added |
| Mackenzie Financial Corp | 12,102,412 | $692.6M | 0.98% | −845,525−6.5% | Reduced |
| Bank of Montreal | 11,289,897 | $646.3M | 0.34% | +411,474+3.8% | Added |
| 1832 Asset Management L.P. | 10,338,250 | $592.0M | 1.13% | +846,735+8.9% | Added |
| Manufacturers Life Insurance Company, The | 8,580,800 | $493.8M | 0.47% | −873,789−9.2% | Reduced |
| CIBC Asset Management Inc | 7,116,294 | $408.6M | 1.36% | −75,765−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,748,255 | $385.7M | 1.91% | +335,054+5.2% | Added |
| Norges Bank | 6,377,880 | $365.1M | 0.05% | −66,949−1.0% | Reduced |
| CIBC World Markets Inc. | 6,057,894 | $346.8M | 0.79% | −1,233,559−16.9% | Reduced |
| Bank of Nova Scotia | 5,780,001 | $330.8M | 0.74% | +266,732+4.8% | Added |
| Toronto Dominion Bank | 5,698,076 | $326.2M | 0.83% | −89,379−1.5% | Reduced |
| National Bank of Canada | 5,129,117 | $293.0M | 0.34% | −472,358−8.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,957,785 | $283.8M | 1.24% | +327,388+7.1% | Added |
| Beutel, Goodman & Co Ltd. | 4,885,061 | $279.5M | 1.61% | −400,333−7.6% | Reduced |
| FMR LLC | 4,862,296 | $278.3M | 0.02% | −306,681−5.9% | Reduced |
| Canada Pension Plan Investment Board | 4,221,447 | $241.6M | 0.23% | +1,353,508+47.2% | Added |
| Geode Capital Management, LLC | 3,874,907 | $226.1M | 0.02% | +407,632+11.8% | Added |
| Legal & General Group Plc | 3,852,488 | $220.5M | 0.06% | +191,024+5.2% | Added |
| Scotia Capital Inc. | 3,080,459 | $176.0M | 0.94% | +106,394+3.6% | Added |
| Goldman Sachs Group Inc | 2,776,920 | $159.0M | 0.03% | +2,050,891+282.5% | Added |
| Letko, Brosseau & Associates Inc | 2,769,959 | $158.5M | 3.37% | +116,395+4.4% | Added |
| JPMorgan Chase & Co | 2,548,672 | $145.9M | 0.01% | +60,112+2.4% | Added |
| Agf Management Ltd | 1,844,848 | $122.9M | 0.65% | +8690.0% | Added |
| Morgan Stanley | 2,072,115 | $118.6M | 0.01% | +158,664+8.3% | Added |
| TD Waterhouse Canada Inc. | 1,757,933 | $100.4M | 0.82% | −206,571−10.5% | Reduced |
| Amundi | 1,677,345 | $97.7M | 0.04% | −5,519−0.3% | Reduced |
| HSBC Holdings PLC | 1,666,645 | $95.4M | 0.06% | −424,582−20.3% | Reduced |
| Swiss National Bank | 1,638,800 | $93.9M | 0.07% | −38,000−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,616,435 | $92.5M | 0.02% | −103,220−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,607,702 | $92.0M | 0.02% | +11,263+0.7% | Added |
| QV Investors Inc. | 1,328,840 | $76.0M | 7.68% | −23,606−1.7% | Reduced |
| Intact Investment Management Inc. | 1,308,817 | $74.9M | 2.57% | −602,210−31.5% | Reduced |
| Invesco Ltd. | 1,277,817 | $73.2M | 0.01% | +1,115+0.1% | Added |
| British Columbia Investment Management Corp | 1,268,367 | $72.6M | 0.45% | −630,499−33.2% | Reduced |
| Alberta Investment Management Corp | 1,257,900 | $72.0M | 0.49% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 1,129,139 | $64.7M | 2.20% | +5,785+0.5% | Added |
| Value Partners Investments Inc. | 1,120,888 | $64.2M | 5.55% | +1,019,254+1,002.9% | Added |
| Bank of America Corp | 1,070,669 | $61.3M | 0.01% | −462,659−30.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,059,995 | $59.5M | 0.12% | +10,665+1.0% | Added |
| Deutsche Bank AG | 1,018,191 | $58.3M | 0.02% | +69,071+7.3% | Added |
| Aviva PLC | 993,450 | $56.9M | 0.14% | +142,533+16.8% | Added |
| UBS Asset Management Americas Inc | 982,092 | $56.2M | 0.01% | −253,792−20.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 946,673 | $54.2M | 0.11% | +13,997+1.5% | Added |
| BlackRock, Inc. | 903,693 | $51.7M | 0.00% | −46,187−4.9% | Reduced |
| Jupiter Asset Management Ltd | 890,680 | $51.0M | 0.49% | +890,680 | New |
| MUFG Securities (Canada), Ltd. | 875,596 | $50.1M | 1.75% | −3,753−0.4% | Reduced |
| Fiera Capital Corp | 855,352 | $49.0M | 0.18% | +40,580+5.0% | Added |
| Wellington Management Group LLP | 808,309 | $46.3M | 0.01% | −542,442−40.2% | Reduced |
| First Trust Advisors LP | 801,508 | $45.9M | 0.04% | +5,336+0.7% | Added |
| Allianz Asset Management GmbH | 740,391 | $42.4M | 0.06% | +359,539+94.4% | Added |
| Northwest & Ethical Investments L.P. | 735,766 | $42.1M | 1.14% | +46,792+6.8% | Added |
| Great West Life Assurance Co | 719,957 | $41.2M | 0.07% | +36,475+5.3% | Added |
| Todd Asset Management LLC | 628,002 | $36.0M | 0.85% | −7,700−1.2% | Reduced |
| Bank of New York Mellon Corp | 591,310 | $33.9M | 0.01% | +32,048+5.7% | Added |
| Russell Investments Group, Ltd. | 588,603 | $33.6M | 0.05% | −2720.0% | Reduced |
| UBS Group AG | 580,153 | $33.2M | 0.01% | −505,419−46.6% | Reduced |
| Northern Trust Corp | 522,752 | $29.9M | 0.00% | +29,222+5.9% | Added |
| Korea Investment CORP | 484,568 | $27.7M | 0.07% | +57,863+13.6% | Added |
| FIL Ltd | 471,198 | $27.0M | 0.03% | −270,257−36.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 444,409 | $25.4M | 0.07% | +42,558+10.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 441,173 | $25.3M | 0.08% | +159,904+56.9% | Added |
| Man Group plc | 423,557 | $24.2M | 0.07% | −187,154−30.6% | Reduced |
| Nuveen, LLC | 404,285 | $23.1M | 0.01% | +404,285 | New |
| Bridgewater Associates, LP | 402,095 | $23.0M | 0.11% | +243,293+153.2% | Added |
| AXA S.A. | 389,052 | $22.3M | 0.07% | +67,868+21.1% | Added |
| Neuberger Berman Group LLC | 376,564 | $21.6M | 0.02% | −16,247−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 372,750 | $21.3M | 0.19% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 352,150 | $20.2M | 0.26% | +341,577+3,230.7% | Added |
| Unigestion Holding SA | 349,270 | $20.0M | 1.17% | +107,109+44.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 161,601 | $19.1M | 1.10% | +129,375+401.5% | Added |
| State of Tennessee, Treasury Department | 328,452 | $18.8M | 0.07% | −3,729−1.1% | Reduced |
| Pictet Asset Management Holding SA | 319,064 | $18.3M | 0.02% | −6,624−2.0% | Reduced |
| Bank of Nova Scotia Trust Co | 303,723 | $17.4M | 1.86% | −12,517−4.0% | Reduced |
| Guardian Capital LP | 302,813 | $17.3M | 0.68% | −17,410−5.4% | Reduced |
| APG Asset Management N.V. | 314,500 | $16.7M | 0.05% | +300+0.1% | Added |
| Franklin Resources Inc | 289,980 | $16.6M | 0.00% | +6,563+2.3% | Added |
| Forsta Ap-Fonden | 281,200 | $16.1M | 0.12% | +1,100+0.4% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $14.4M | 0.55% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 211,272 | $12.1M | 0.21% | +12,381+6.2% | Added |
| Mn Services Vermogensbeheer B.V. | 211,345 | $12.1M | 0.09% | −16,400−7.2% | Reduced |
| SIG North Trading, ULC | 197,434 | $11.3M | 2.31% | +56,846+40.4% | Added |
| Addenda Capital Inc. | 125,649 | $10.3M | 0.38% | −589−0.5% | Reduced |
| American Century Companies Inc | 180,809 | $10.3M | 0.01% | +12,510+7.4% | Added |
| Van Eck Associates Corp | 180,485 | $10.3M | 0.01% | +54,232+43.0% | Added |
| Nicola Wealth Management Ltd. | 174,200 | $9.97M | 0.97% | +174,200 | New |
| Varma Mutual Pension Insurance Co | 167,864 | $9.61M | 0.08% | −18,900−10.1% | Reduced |
| Sienna Gestion | 167,885 | $9.34M | 0.77% | −10,900−6.1% | Reduced |
| Royal London Asset Management Ltd | 158,027 | $9.05M | 0.02% | +30,589+24.0% | Added |
| Guardian Partners Inc. | 161,604 | $9.02M | 0.93% | −1,304−0.8% | Reduced |
| AustralianSuper Pty Ltd | 155,229 | $8.89M | 0.05% | +17,802+13.0% | Added |
| Citigroup Inc | 154,099 | $8.82M | 0.01% | −13,216−7.9% | Reduced |
| Waratah Capital Advisors Ltd. | 153,246 | $8.77M | 0.60% | −273,915−64.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 137,600 | $7.88M | 0.13% | −222,000−61.7% | Reduced |
| Two Sigma Advisers, LP | 135,532 | $7.76M | 0.02% | −304,700−69.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 129,211 | $7.39M | 0.05% | +781+0.6% | Added |
| Qube Research & Technologies Ltd | 120,734 | $6.91M | 0.01% | −14,889−11.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 115,925 | $6.64M | 1.94% | +985+0.9% | Added |
| Two Sigma Investments, LP | 115,681 | $6.62M | 0.01% | −1,087,300−90.4% | Reduced |