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Livermore
Livermore
ZHEN

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ1 2025: 421 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2025: $15.1B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional1,899$109.0K0.00%+1,899New
Rhumbline Advisers2,082$119.2K0.00%00.0%Unchanged
IFP Advisors, Inc2,087$119.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB2,215$126.8K0.00%−56−2.5%Reduced
Huntington National Bank2,760$158.0K0.00%+13+0.5%Added
First Horizon Advisors, Inc.2,771$158.7K0.00%00.0%Unchanged
Danske Bank A/S2,803$160.8K0.00%−2,089−42.7%Reduced
Independence Bank of Kentucky2,844$162.8K0.03%00.0%Unchanged
Bruce G. Allen Investments, LLC2,994$171.4K0.14%−73−2.4%Reduced
Grayhawk Investment Strategies Inc.3,221$184.3K0.42%00.0%Unchanged
Harbour Investments, Inc.3,310$189.5K0.01%+357+12.1%Added
Steward Partners Investment Advisory, LLC3,403$194.9K0.00%+200+6.2%Added
Ronald Blue Trust, Inc.3,437$196.8K0.00%+243+7.6%Added
Merit Financial Group, LLC3,496$200.2K0.00%+3,496New
Nilsine Partners, LLC3,563$204.0K0.02%00.0%Unchanged
Plan A Wealth LLC3,563$204.0K0.16%+3,563New
Keybank National Association3,585$205.3K0.00%00.0%Unchanged
Flaharty Asset Management, LLC3,611$206.8K0.03%00.0%Unchanged
MML Investors Services, LLC3,635$208.0K0.00%−1,044−22.3%Reduced
Wiley Bros.-Aintree Capital, LLC3,725$211.0K0.00%−39−1.0%Reduced
Mitchell McLeod Pugh & Williams Inc3,848$220.3K0.05%00.0%Unchanged
Canopy Partners, LLC3,854$220.7K0.09%−87−2.2%Reduced
Well Done, LLC3,741$222.0K0.04%+15+0.4%Added
Colony Group, LLC3,887$222.5K0.00%−1,205−23.7%Reduced
Northwest Bancshares, Inc.3,898$223.2K0.04%00.0%Unchanged
Lindbrook Capital, LLC3,909$223.8K0.02%+100+2.6%Added
Heathbridge Capital Management Ltd.4,000$229.1K0.09%00.0%Unchanged
Grimes & Company, Inc.4,030$230.8K0.01%+590+17.2%Added
Parallel Advisors, LLC4,034$230.9K0.01%−168−4.0%Reduced
Ballast, Inc.4,083$233.8K0.07%00.0%Unchanged
Checchi Capital Advisers, LLC4,147$237.5K0.02%+428+11.5%Added
Villere St Denis J & Co LLC4,177$239.2K0.02%00.0%Unchanged
Pathway Financial Advisors LLC4,339$248.5K0.04%00.0%Unchanged
Washington Trust Co4,365$249.9K0.01%−7,104−61.9%Reduced
Cozad Asset Management Inc4,383$251.0K0.03%00.0%Unchanged
HighPoint Advisor Group LLC4,330$256.5K0.01%+181+4.4%Added
K.J. Harrison & Partners Inc4,590$263.0K0.05%+251+5.8%Added
Capital City Trust Co4,595$263.1K0.07%−10.0%Reduced
Ballentine Partners, LLC4,599$263.3K0.00%+4,599New
NewEdge Wealth, LLC4,639$265.6K0.00%+21+0.5%Added
Brighton Jones LLC4,666$267.2K0.01%+559+13.6%Added
Ritholtz Wealth Management4,800$274.9K0.01%00.0%Unchanged
Ieq Capital, LLC4,807$275.3K0.00%+36+0.8%Added
Toroso Investments, LLC4,829$276.5K0.00%−318−6.2%Reduced
Gotham Asset Management, LLC4,838$277.0K0.00%−3,090−39.0%Reduced
Stonebridge Capital Management Inc5,000$286.0K0.12%00.0%Unchanged
CVA Family Office, LLC5,000$286.3K0.04%00.0%Unchanged
Pacer Advisors, Inc.5,029$288.0K0.00%+144+2.9%Added
CWM, LLC5,024$288.0K0.00%+8+0.2%Added
Confluence Wealth Services, Inc.4,985$288.3K0.02%00.0%Unchanged
King Luther Capital Management Corp5,039$288.5K0.00%−951−15.9%Reduced
Benjamin Edwards Inc5,052$289.3K0.00%+167+3.4%Added
Versant Capital Management, Inc5,072$290.4K0.05%+4,980+5,413.0%Added
Private Advisor Group, LLC5,074$290.5K0.00%−3,569−41.3%Reduced
Rempart Asset Management Inc.5,135$294.0K0.06%−200−3.7%Reduced
First Affirmative Financial Network5,184$296.8K0.18%−573−10.0%Reduced
Regions Financial Corp5,242$300.2K0.00%−1,500−22.2%Reduced
Argent Trust Co5,457$312.5K0.01%00.0%Unchanged
Long Run Wealth Advisors, LLC5,509$315.4K0.07%+23+0.4%Added
Verition Fund Management LLC5,544$317.4K0.00%+5,544New
Pinnacle Associates Ltd5,658$324.0K0.00%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,776$330.7K0.01%00.0%Unchanged
Ewing Morris & Co. Investment Partners Ltd.4,061$334.5K0.11%+4,061New
Diversify Advisory Services, LLC5,668$335.7K0.02%−40−0.7%Reduced
FreeGulliver LLC5,872$336.2K0.17%−52−0.9%Reduced
Smithfield Trust Co5,894$338.0K0.02%00.0%Unchanged
Running Point Capital Advisors, LLC5,937$340.0K0.11%+364+6.5%Added
Glenmede Trust Co NA6,026$345.0K0.00%+752+14.3%Added
Alexander Labrunerie & Co., Inc.6,031$345.3K0.15%00.0%Unchanged
Ausdal Financial Partners, Inc.6,088$348.6K0.03%+6,088New
PFG Investments, LLC6,121$350.5K0.02%+38+0.6%Added
PDS Planning, Inc6,279$359.5K0.03%+761+13.8%Added
Financial Counselors Inc6,296$360.5K0.01%−1,852−22.7%Reduced
Baird Financial Group, Inc.6,335$362.8K0.00%+423+7.2%Added
Davidson Trust Co6,383$365.5K0.17%00.0%Unchanged
West Family Investments, Inc.6,455$369.6K0.14%+816+14.5%Added
Parsons Capital Management Inc6,667$381.8K0.02%00.0%Unchanged
Savant Capital, LLC6,806$389.7K0.00%−178−2.5%Reduced
MONECO Advisors, LLC6,875$393.6K0.04%+20.0%Added
MQS Management LLC6,891$394.6K0.23%+6,891New
Sound View Wealth Advisors Group, LLC6,982$399.8K0.03%−1,909−21.5%Reduced
TFB Advisors LLC7,000$400.8K0.12%00.0%Unchanged
Mercer Global Advisors Inc7,280$416.9K0.00%−1,872−20.5%Reduced
Evergreen Capital Management LLC7,418$424.8K0.01%+357+5.1%Added
Lester Murray Antman dba SimplyRich7,714$441.0K0.13%00.0%Unchanged
Yousif Capital Management, LLC7,789$446.0K0.01%00.0%Unchanged
AQR Capital Management LLC8,022$454.4K0.00%+4,270+113.8%Added
Jones Financial Companies LLLP8,096$458.5K0.00%+783+10.7%Added
Am Investment Strategies LLC8,092$463.0K0.11%+17+0.2%Added
Beacon Pointe Advisors, LLC8,135$465.8K0.01%+1,676+25.9%Added
XTX Topco Ltd8,185$468.7K0.02%+8,185New
Prime Capital Investment Advisors, LLC8,190$468.9K0.01%−89−1.1%Reduced
Franklin Street Advisors Inc8,400$481.0K0.03%00.0%Unchanged
Syon Capital LLC8,452$484.0K0.04%+1,434+20.4%Added
LGT Group Foundation8,493$486.2K0.01%−2,540−23.0%Reduced
Claret Asset Management Corp8,677$497.0K0.07%+46+0.5%Added
Quilter Plc9,191$526.1K0.01%−100−1.1%Reduced
Woodstock Corp9,647$552.4K0.05%00.0%Unchanged
Squarepoint Ops LLC9,862$564.7K0.00%+9,862New
Wealth Enhancement Advisory Services, LLC10,220$585.2K0.00%+1,645+19.2%Added