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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 67,299 | $3.85M | 0.20% | −54,245−44.6% | Reduced |
| Triasima Portfolio Management inc. | 70,030 | $4.01M | 0.79% | +22,130+46.2% | Added |
| Bessemer Group Inc | 70,278 | $4.03M | 0.01% | +49,418+236.9% | Added |
| Natixis | 72,380 | $4.14M | 0.02% | +28,585+65.3% | Added |
| Generali Asset Management SPA SGR | 50,728 | $4.18M | 0.10% | −50,818−50.0% | Reduced |
| Swiss Life Asset Management Ltd | 73,996 | $4.24M | 0.03% | −5,196−6.6% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.24M | 0.03% | −64,200−46.4% | Reduced |
| Janus Henderson Group PLC | 74,698 | $4.25M | 0.00% | −1,900−2.5% | Reduced |
| Meritage Portfolio Management | 75,349 | $4.31M | 0.29% | −1,452−1.9% | Reduced |
| Motco | 77,208 | $4.42M | 0.47% | −9,847−11.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 80,025 | $4.58M | 0.02% | +1,308+1.7% | Added |
| Quantinno Capital Management LP | 81,155 | $4.65M | 0.03% | −1,288−1.6% | Reduced |
| Burney Co | 87,054 | $4.98M | 0.18% | −96−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 90,364 | $5.17M | 0.00% | −711,006−88.7% | Reduced |
| Voloridge Investment Management, LLC | 100,025 | $5.73M | 0.02% | −33,633−25.2% | Reduced |
| Acadian Asset Management LLC | 101,000 | $5.78M | 0.02% | +31,500+45.3% | Added |
| O'Shaughnessy Asset Management, LLC | 103,052 | $5.90M | 0.05% | −9,786−8.7% | Reduced |
| JCIC Asset Management Inc. | 106,846 | $6.12M | 2.55% | −1,479−1.4% | Reduced |
| Macquarie Group Ltd | 77,428 | $6.32M | 0.01% | +75,032+3,131.6% | Added |
| Aviso Financial Inc. | 114,218 | $6.54M | 0.32% | +10,097+9.7% | Added |
| Oddo BHF Asset Management SAS | 80,416 | $6.62M | 0.27% | +80,416 | New |
| Two Sigma Investments, LP | 115,681 | $6.62M | 0.01% | −1,087,300−90.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 115,925 | $6.64M | 1.94% | +985+0.9% | Added |
| Qube Research & Technologies Ltd | 120,734 | $6.91M | 0.01% | −14,889−11.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 129,211 | $7.39M | 0.05% | +781+0.6% | Added |
| Two Sigma Advisers, LP | 135,532 | $7.76M | 0.02% | −304,700−69.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 137,600 | $7.88M | 0.13% | −222,000−61.7% | Reduced |
| Waratah Capital Advisors Ltd. | 153,246 | $8.77M | 0.60% | −273,915−64.1% | Reduced |
| Citigroup Inc | 154,099 | $8.82M | 0.01% | −13,216−7.9% | Reduced |
| AustralianSuper Pty Ltd | 155,229 | $8.89M | 0.05% | +17,802+13.0% | Added |
| Guardian Partners Inc. | 161,604 | $9.02M | 0.93% | −1,304−0.8% | Reduced |
| Royal London Asset Management Ltd | 158,027 | $9.05M | 0.02% | +30,589+24.0% | Added |
| Sienna Gestion | 167,885 | $9.34M | 0.77% | −10,900−6.1% | Reduced |
| Varma Mutual Pension Insurance Co | 167,864 | $9.61M | 0.08% | −18,900−10.1% | Reduced |
| Nicola Wealth Management Ltd. | 174,200 | $9.97M | 0.97% | +174,200 | New |
| Van Eck Associates Corp | 180,485 | $10.3M | 0.01% | +54,232+43.0% | Added |
| American Century Companies Inc | 180,809 | $10.3M | 0.01% | +12,510+7.4% | Added |
| Addenda Capital Inc. | 125,649 | $10.3M | 0.38% | −589−0.5% | Reduced |
| SIG North Trading, ULC | 197,434 | $11.3M | 2.31% | +56,846+40.4% | Added |
| Mn Services Vermogensbeheer B.V. | 211,345 | $12.1M | 0.09% | −16,400−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 211,272 | $12.1M | 0.21% | +12,381+6.2% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $14.4M | 0.55% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 281,200 | $16.1M | 0.12% | +1,100+0.4% | Added |
| Franklin Resources Inc | 289,980 | $16.6M | 0.00% | +6,563+2.3% | Added |
| APG Asset Management N.V. | 314,500 | $16.7M | 0.05% | +300+0.1% | Added |
| Guardian Capital LP | 302,813 | $17.3M | 0.68% | −17,410−5.4% | Reduced |
| Bank of Nova Scotia Trust Co | 303,723 | $17.4M | 1.86% | −12,517−4.0% | Reduced |
| Pictet Asset Management Holding SA | 319,064 | $18.3M | 0.02% | −6,624−2.0% | Reduced |
| State of Tennessee, Treasury Department | 328,452 | $18.8M | 0.07% | −3,729−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 161,601 | $19.1M | 1.10% | +129,375+401.5% | Added |
| Unigestion Holding SA | 349,270 | $20.0M | 1.17% | +107,109+44.2% | Added |
| Montrusco Bolton Investments Inc. | 352,150 | $20.2M | 0.26% | +341,577+3,230.7% | Added |
| Teachers Retirement System of the State of Kentucky | 372,750 | $21.3M | 0.19% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 376,564 | $21.6M | 0.02% | −16,247−4.1% | Reduced |
| AXA S.A. | 389,052 | $22.3M | 0.07% | +67,868+21.1% | Added |
| Bridgewater Associates, LP | 402,095 | $23.0M | 0.11% | +243,293+153.2% | Added |
| Nuveen, LLC | 404,285 | $23.1M | 0.01% | +404,285 | New |
| Man Group plc | 423,557 | $24.2M | 0.07% | −187,154−30.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 441,173 | $25.3M | 0.08% | +159,904+56.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 444,409 | $25.4M | 0.07% | +42,558+10.6% | Added |
| FIL Ltd | 471,198 | $27.0M | 0.03% | −270,257−36.4% | Reduced |
| Korea Investment CORP | 484,568 | $27.7M | 0.07% | +57,863+13.6% | Added |
| Northern Trust Corp | 522,752 | $29.9M | 0.00% | +29,222+5.9% | Added |
| UBS Group AG | 580,153 | $33.2M | 0.01% | −505,419−46.6% | Reduced |
| Russell Investments Group, Ltd. | 588,603 | $33.6M | 0.05% | −2720.0% | Reduced |
| Bank of New York Mellon Corp | 591,310 | $33.9M | 0.01% | +32,048+5.7% | Added |
| Todd Asset Management LLC | 628,002 | $36.0M | 0.85% | −7,700−1.2% | Reduced |
| Great West Life Assurance Co | 719,957 | $41.2M | 0.07% | +36,475+5.3% | Added |
| Northwest & Ethical Investments L.P. | 735,766 | $42.1M | 1.14% | +46,792+6.8% | Added |
| Allianz Asset Management GmbH | 740,391 | $42.4M | 0.06% | +359,539+94.4% | Added |
| First Trust Advisors LP | 801,508 | $45.9M | 0.04% | +5,336+0.7% | Added |
| Wellington Management Group LLP | 808,309 | $46.3M | 0.01% | −542,442−40.2% | Reduced |
| Fiera Capital Corp | 855,352 | $49.0M | 0.18% | +40,580+5.0% | Added |
| MUFG Securities (Canada), Ltd. | 875,596 | $50.1M | 1.75% | −3,753−0.4% | Reduced |
| Jupiter Asset Management Ltd | 890,680 | $51.0M | 0.49% | +890,680 | New |
| BlackRock, Inc. | 903,693 | $51.7M | 0.00% | −46,187−4.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 946,673 | $54.2M | 0.11% | +13,997+1.5% | Added |
| UBS Asset Management Americas Inc | 982,092 | $56.2M | 0.01% | −253,792−20.5% | Reduced |
| Aviva PLC | 993,450 | $56.9M | 0.14% | +142,533+16.8% | Added |
| Deutsche Bank AG | 1,018,191 | $58.3M | 0.02% | +69,071+7.3% | Added |
| DekaBank Deutsche Girozentrale | 1,059,995 | $59.5M | 0.12% | +10,665+1.0% | Added |
| Bank of America Corp | 1,070,669 | $61.3M | 0.01% | −462,659−30.2% | Reduced |
| Value Partners Investments Inc. | 1,120,888 | $64.2M | 5.55% | +1,019,254+1,002.9% | Added |
| Cardinal Capital Management, Inc. | 1,129,139 | $64.7M | 2.20% | +5,785+0.5% | Added |
| Alberta Investment Management Corp | 1,257,900 | $72.0M | 0.49% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,268,367 | $72.6M | 0.45% | −630,499−33.2% | Reduced |
| Invesco Ltd. | 1,277,817 | $73.2M | 0.01% | +1,115+0.1% | Added |
| Intact Investment Management Inc. | 1,308,817 | $74.9M | 2.57% | −602,210−31.5% | Reduced |
| QV Investors Inc. | 1,328,840 | $76.0M | 7.68% | −23,606−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,607,702 | $92.0M | 0.02% | +11,263+0.7% | Added |
| Dimensional Fund Advisors LP | 1,616,435 | $92.5M | 0.02% | −103,220−6.0% | Reduced |
| Swiss National Bank | 1,638,800 | $93.9M | 0.07% | −38,000−2.3% | Reduced |
| HSBC Holdings PLC | 1,666,645 | $95.4M | 0.06% | −424,582−20.3% | Reduced |
| Amundi | 1,677,345 | $97.7M | 0.04% | −5,519−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,757,933 | $100.4M | 0.82% | −206,571−10.5% | Reduced |
| Morgan Stanley | 2,072,115 | $118.6M | 0.01% | +158,664+8.3% | Added |
| Agf Management Ltd | 1,844,848 | $122.9M | 0.65% | +8690.0% | Added |
| JPMorgan Chase & Co | 2,548,672 | $145.9M | 0.01% | +60,112+2.4% | Added |
| Letko, Brosseau & Associates Inc | 2,769,959 | $158.5M | 3.37% | +116,395+4.4% | Added |
| Goldman Sachs Group Inc | 2,776,920 | $159.0M | 0.03% | +2,050,891+282.5% | Added |