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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 10,504 | $601.5K | 0.00% | +136+1.3% | Added |
| Cigna Investments Inc | 10,603 | $607.0K | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,628 | $609.0K | 0.00% | +3,006+39.4% | Added |
| Fifth Third Bancorp | 10,649 | $609.8K | 0.00% | +252+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 10,801 | $618.5K | 0.02% | +180+1.7% | Added |
| Pathstone Holdings, LLC | 10,953 | $627.2K | 0.00% | −52−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 11,253 | $644.3K | 0.00% | +44+0.4% | Added |
| Brinker Capital Investments, LLC | 11,482 | $657.4K | 0.01% | −281−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 11,482 | $657.4K | 0.01% | −281−2.4% | Reduced |
| Citadel Advisors LLC | 11,546 | $661.1K | 0.00% | +2,757+31.4% | Added |
| Avantax Advisory Services, Inc. | 11,709 | $670.5K | 0.00% | −353−2.9% | Reduced |
| Verdence Capital Advisors LLC | 11,886 | $680.6K | 0.05% | −75−0.6% | Reduced |
| One Capital Management, LLC | 12,044 | $689.3K | 0.02% | +12,044 | New |
| CIBC Private Wealth Group, LLC | 12,907 | $691.2K | 0.00% | −72−0.6% | Reduced |
| Bleakley Financial Group, LLC | 12,540 | $718.0K | 0.02% | +3,680+41.5% | Added |
| Rathbone Brothers plc | 12,641 | $723.3K | 0.00% | −749−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,885 | $738.0K | 0.00% | −297−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,358 | $764.4K | 0.00% | +7,310+120.9% | Added |
| Blair William & Co | 14,309 | $819.3K | 0.00% | +30.0% | Added |
| Independent Advisor Alliance | 14,362 | $822.4K | 0.03% | −56−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 14,504 | $830.0K | 0.01% | +2,885+24.8% | Added |
| Jane Street Group, LLC | 14,967 | $857.0K | 0.00% | −69,412−82.3% | Reduced |
| Advisor Group Holdings, Inc. | 15,319 | $877.8K | 0.00% | −1,367−8.2% | Reduced |
| CI Private Wealth, LLC | 15,407 | $882.3K | 0.00% | −4,736−23.5% | Reduced |
| US Bancorp | 15,900 | $910.4K | 0.00% | −229−1.4% | Reduced |
| UniSuper Management Pty Ltd | 11,100 | $914.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 17,072 | $977.0K | 0.05% | −100−0.6% | Reduced |
| Intech Investment Management LLC | 17,426 | $997.2K | 0.01% | −3,566−17.0% | Reduced |
| Tyler-Stone Wealth Management | 17,454 | $999.4K | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 17,740 | $1.02M | 0.00% | +421+2.4% | Added |
| HBK Sorce Advisory LLC | 18,210 | $1.04M | 0.03% | −80.0% | Reduced |
| Barclays PLC | 18,264 | $1.05M | 0.00% | +9,978+120.4% | Added |
| The PNC Financial Services Group, Inc. | 18,298 | $1.05M | 0.00% | −51−0.3% | Reduced |
| HighTower Advisors, LLC | 18,736 | $1.07M | 0.00% | +51+0.3% | Added |
| Truist Financial Corp | 18,872 | $1.08M | 0.00% | +11,034+140.8% | Added |
| Kestra Advisory Services, LLC | 19,324 | $1.11M | 0.01% | −280−1.4% | Reduced |
| SEI Investments Co | 19,583 | $1.12M | 0.00% | +884+4.7% | Added |
| United Services Automobile Association | 19,798 | $1.12M | 0.03% | 00.0% | Unchanged |
| Advisory Resource Group | 19,846 | $1.14M | 0.23% | +760+4.0% | Added |
| Envestnet Asset Management Inc | 21,859 | $1.25M | 0.00% | +52+0.2% | Added |
| Mason & Associates Inc | 22,000 | $1.26M | 0.31% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 22,416 | $1.28M | 0.02% | +22,416 | New |
| Wells Fargo & Company | 23,075 | $1.32M | 0.00% | −4,093−15.1% | Reduced |
| Capital World Investors | 24,728 | $1.42M | 0.00% | +1,685+7.3% | Added |
| Cerity Partners LLC | 24,889 | $1.43M | 0.00% | +1,022+4.3% | Added |
| JustInvest LLC | 25,210 | $1.44M | 0.02% | +1,027+4.2% | Added |
| Quantbot Technologies LP | 25,738 | $1.47M | 0.05% | +25,738 | New |
| Northwestern Mutual Wealth Management Co | 25,869 | $1.48M | 0.00% | +1,126+4.6% | Added |
| Principal Financial Group Inc | 26,533 | $1.52M | 0.00% | +2,900+12.3% | Added |
| Cidel Asset Management Inc | 26,700 | $1.53M | 0.10% | +316+1.2% | Added |
| Lighthouse Investment Partners, LLC | 26,842 | $1.54M | 0.07% | −96,077−78.2% | Reduced |
| Signaturefd, LLC | 26,872 | $1.54M | 0.03% | +145+0.5% | Added |
| Pathway Financial Advisers, LLC | 26,982 | $1.54M | 0.53% | +421+1.6% | Added |
| Assenagon Asset Management S.A. | 27,582 | $1.58M | 0.00% | −37,514−57.6% | Reduced |
| Prudential PLC | 27,651 | $1.58M | 0.01% | +2,541+10.1% | Added |
| Captrust Financial Advisors | 27,806 | $1.59M | 0.00% | +7,513+37.0% | Added |
| Erste Asset Management GmbH | 28,400 | $1.60M | 0.02% | 00.0% | Unchanged |
| M&G Plc | 28,740 | $1.64M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 29,760 | $1.70M | 0.01% | −42−0.1% | Reduced |
| Cumberland Partners Ltd | 30,916 | $1.77M | 0.14% | +19,370+167.8% | Added |
| Aigen Investment Management, LP | 22,222 | $1.83M | 0.29% | +13,022+141.5% | Added |
| Renaissance Technologies LLC | 32,900 | $1.88M | 0.00% | +32,900 | New |
| HAP Trading, LLC | 23,000 | $1.89M | 0.67% | +23,000 | New |
| Quadrant Capital Group LLC | 33,831 | $1.94M | 0.07% | +31,638+1,442.7% | Added |
| Ameriprise Financial Inc | 24,658 | $1.94M | 0.00% | +7,502+43.7% | Added |
| BNP Paribas Arbitrage, SA | 34,071 | $1.95M | 0.00% | +7,917+30.3% | Added |
| Cardinal Point Capital Management, ULC | 35,177 | $2.02M | 0.19% | +35,177 | New |
| Vident Advisory, LLC | 35,487 | $2.03M | 0.03% | −1,082−3.0% | Reduced |
| V-Square Quantitative Management LLC | 24,866 | $2.05M | 0.30% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 35,827 | $2.05M | 0.06% | −302−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 36,281 | $2.08M | 0.06% | +29,646+446.8% | Added |
| Investment Management Corp of Ontario | 36,697 | $2.10M | 0.04% | +36,697 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.18M | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 39,186 | $2.24M | 0.00% | −946−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 40,100 | $2.29M | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 40,706 | $2.33M | 0.98% | +1,547+4.0% | Added |
| Clearbridge Investments, LLC | 42,050 | $2.41M | 0.00% | −1,155−2.7% | Reduced |
| Kraematon Investment Advisors, Inc | 43,094 | $2.47M | 2.51% | −1,329−3.0% | Reduced |
| Ontario Teachers Pension Plan Board | 43,314 | $2.48M | 0.04% | +4,703+12.2% | Added |
| Alliancebernstein L.P. | 43,432 | $2.49M | 0.00% | +2,605+6.4% | Added |
| Vontobel Holding Ltd. | 45,927 | $2.63M | 0.01% | +148+0.3% | Added |
| State Street Corp | 46,528 | $2.66M | 0.00% | +817+1.8% | Added |
| Avanza Fonder AB | 32,616 | $2.74M | 0.09% | −9,500−22.6% | Reduced |
| Natixis Advisors, L.P. | 48,211 | $2.76M | 0.01% | +276+0.6% | Added |
| Gulf International Bank (UK) Ltd | 33,557 | $2.76M | 0.10% | +32,371+2,729.4% | Added |
| LPL Financial LLC | 49,273 | $2.82M | 0.00% | −44,584−47.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 50,581 | $2.89M | 0.37% | −17,371−25.6% | Reduced |
| Harvest Portfolios Group Inc. | 53,200 | $3.04M | 0.09% | +2,876+5.7% | Added |
| Maryland State Retirement & Pension System | 53,916 | $3.08M | 0.07% | +19,819+58.1% | Added |
| Public Sector Pension Investment Board | 55,447 | $3.17M | 0.01% | +200+0.4% | Added |
| Public Employees Retirement System of Ohio | 57,946 | $3.32M | 0.01% | −2,642−4.4% | Reduced |
| Millennium Management LLC | 57,939 | $3.32M | 0.00% | −176,261−75.3% | Reduced |
| Commonwealth Equity Services, LLC | 57,996 | $3.32M | 0.00% | −1,422−2.4% | Reduced |
| Jarislowsky, Fraser Ltd | 58,555 | $3.35M | 0.02% | −128,593−68.7% | Reduced |
| Creative Planning | 60,156 | $3.44M | 0.00% | +3,452+6.1% | Added |
| Cetera Investment Advisers | 62,856 | $3.60M | 0.01% | +11,161+21.6% | Added |
| Ninepoint Partners LP | 62,925 | $3.60M | 0.63% | +2,540+4.2% | Added |
| Utah Retirement Systems | 64,683 | $3.70M | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Inc | 65,274 | $3.74M | 0.00% | −3,383−4.9% | Reduced |
| Stifel Financial Corp | 66,558 | $3.81M | 0.00% | +3,318+5.2% | Added |