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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 3,080,459 | $176.0M | 0.94% | +106,394+3.6% | Added |
| Legal & General Group Plc | 3,852,488 | $220.5M | 0.06% | +191,024+5.2% | Added |
| Geode Capital Management, LLC | 3,874,907 | $226.1M | 0.02% | +407,632+11.8% | Added |
| Canada Pension Plan Investment Board | 4,221,447 | $241.6M | 0.23% | +1,353,508+47.2% | Added |
| FMR LLC | 4,862,296 | $278.3M | 0.02% | −306,681−5.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,885,061 | $279.5M | 1.61% | −400,333−7.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,957,785 | $283.8M | 1.24% | +327,388+7.1% | Added |
| National Bank of Canada | 5,129,117 | $293.0M | 0.34% | −472,358−8.4% | Reduced |
| Toronto Dominion Bank | 5,698,076 | $326.2M | 0.83% | −89,379−1.5% | Reduced |
| Bank of Nova Scotia | 5,780,001 | $330.8M | 0.74% | +266,732+4.8% | Added |
| CIBC World Markets Inc. | 6,057,894 | $346.8M | 0.79% | −1,233,559−16.9% | Reduced |
| Norges Bank | 6,377,880 | $365.1M | 0.05% | −66,949−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,748,255 | $385.7M | 1.91% | +335,054+5.2% | Added |
| CIBC Asset Management Inc | 7,116,294 | $408.6M | 1.36% | −75,765−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 8,580,800 | $493.8M | 0.47% | −873,789−9.2% | Reduced |
| 1832 Asset Management L.P. | 10,338,250 | $592.0M | 1.13% | +846,735+8.9% | Added |
| Bank of Montreal | 11,289,897 | $646.3M | 0.34% | +411,474+3.8% | Added |
| Mackenzie Financial Corp | 12,102,412 | $692.6M | 0.98% | −845,525−6.5% | Reduced |
| TD Asset Management Inc | 16,100,340 | $921.3M | 0.85% | +374,682+2.4% | Added |
| Vanguard Group Inc | 24,595,092 | $1.41B | 0.03% | +361,596+1.5% | Added |
| Royal Bank of Canada | 44,756,266 | $2.56B | 0.57% | +876,206+2.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −147,056−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −69,100−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −64,978−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −56,650−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −45,400−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −27,772−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −19,666−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,090−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −14,621−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −12,539−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,813−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,601−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,812−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Dorchester Wealth Management Co | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |