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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 5 | $0 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $286 | 0.00% | +5 | New |
| NewSquare Capital LLC | 13 | $744 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 15 | $859 | 0.00% | +15 | New |
| Private Wealth Asset Management, LLC | 18 | $1.03K | 0.00% | +18 | New |
| Mascoma Wealth Management LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 24 | $1.37K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.43K | 0.00% | +25 | New |
| Sierra Ocean, LLC | 33 | $1.89K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $2.12K | 0.00% | +37 | New |
| PFG Private Wealth Management, LLC | 57 | $3.26K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 64 | $3.67K | 0.00% | +51+392.3% | Added |
| Barrett & Company, Inc. | 94 | $5.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.67K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $6.04K | 0.00% | −35−24.8% | Reduced |
| Larson Financial Group LLC | 117 | $6.70K | 0.00% | +87+290.0% | Added |
| Sunbelt Securities, Inc. | 122 | $6.99K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $8.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 148 | $8.47K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 151 | $8.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $9.45K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 170 | $9.73K | 0.01% | +170 | New |
| HM Payson & Co | 170 | $9.73K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $9.73K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 178 | $10.2K | 0.00% | +178 | New |
| Private Trust Co NA | 186 | $10.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 205 | $11.9K | 0.00% | +205 | New |
| Bell Investment Advisors, Inc | 220 | $12.6K | 0.00% | −20−8.3% | Reduced |
| Grove Bank & Trust | 221 | $12.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $12.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 242 | $13.9K | 0.00% | −1−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 246 | $14.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 256 | $14.7K | 0.00% | +256 | New |
| Your Advocates Ltd., LLP | 275 | $15.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $16.4K | 0.00% | −124−30.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 289 | $16.5K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $18.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $18.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 353 | $20.2K | 0.00% | −27−7.1% | Reduced |
| Westside Investment Management, Inc. | 355 | $20.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $21.9K | 0.01% | −5−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $22.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 404 | $23.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $23.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 419 | $24.0K | 0.00% | −78−15.7% | Reduced |
| Nordwand Advisors, LLC | 438 | $25.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 443 | $25.8K | 0.00% | +32+7.8% | Added |
| WealthCollab, LLC | 460 | $26.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 473 | $27.1K | 0.01% | −142−23.1% | Reduced |
| Atticus Wealth Management, LLC | 491 | $28.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $28.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $30.3K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $30.4K | 0.01% | +315+151.4% | Added |
| GAMMA Investing LLC | 576 | $33.0K | 0.00% | +5+0.9% | Added |
| Investment Management Corp | 619 | $35.4K | 0.03% | +385+164.5% | Added |
| St Germain D J Co Inc | 650 | $37.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 665 | $38.1K | 0.01% | +231+53.2% | Added |
| Clean Yield Group | 676 | $38.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $38.8K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $39.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $42.8K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 750 | $42.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $45.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 791 | $45.3K | 0.00% | +3+0.4% | Added |
| Private Wealth Management Group, LLC | 797 | $45.6K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $45.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $45.8K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 874 | $50.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 879 | $50.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 929 | $53.2K | 0.00% | −63−6.4% | Reduced |
| Glen Eagle Advisors, LLC | 953 | $54.5K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 963 | $55.1K | 0.01% | +963 | New |
| State of Wyoming | 986 | $56.5K | 0.01% | −8,261−89.3% | Reduced |
| JFS Wealth Advisors, LLC | 986 | $56.5K | 0.00% | −46−4.5% | Reduced |
| City Holding Co | 1,000 | $57.3K | 0.01% | −1,000−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,042 | $59.7K | 0.00% | +254+32.2% | Added |
| Louisbourg Investments Inc. | 1,067 | $61.1K | 0.02% | −185−14.8% | Reduced |
| NBT Bank N A | 1,074 | $61.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $63.6K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,148 | $66.4K | 0.01% | −597−34.2% | Reduced |
| Central Trust Co | 1,200 | $68.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,244 | $71.2K | 0.05% | −67−5.1% | Reduced |
| Ameriflex Group, Inc. | 1,282 | $73.4K | 0.03% | +1,282 | New |
| Birchbrook, Inc. | 1,295 | $74.2K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $75.1K | 0.03% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,669 | $87.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,542 | $88.3K | 0.04% | +2+0.1% | Added |
| Princeton Global Asset Management LLC | 1,667 | $95.5K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $107.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $109.0K | 0.01% | 00.0% | Unchanged |