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.
Q1 2025 vs. Q4 2024
How the institutions holding Sun Life Financial Inc changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 441 | 9 | 421 | −11 |
| Shares | 263.2M | 757.7K | 263.2M | +817.8K (+0.3%) |
| Value | $15.7B | $45.0M | $15.1B | −$498.7M (−3.2%) |
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (35)
Institutions that held Sun Life Financial Inc at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (46)
Institutions that held Sun Life Financial Inc at the end of Q4 2024 and filed for Q1 2025 without it.
Not filed for Q1 2025 yet (9)
Institutions that held Sun Life Financial Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 663,763 | $39.4M |
| Dorchester Wealth Management Co | 35,192 | $2.09M |
| Wetherby Asset Management Inc | 20,667 | $1.23M |
| Hilltop National Bank | 20,239 | $1.20M |
| Vise Technologies, Inc. | 8,778 | $520.9K |
| Boston Financial Mangement LLC | 7,491 | $444.5K |
| Financial Gravity Companies, Inc. | 963 | $57.1K |
| Global Retirement Partners, LLC | 391 | $23.2K |
| Zions Bancorporation, N.A. | 256 | $15.2K |