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 |
|---|---|---|---|---|---|
| Oddo BHF Asset Management SAS | 80,416 | $6.62M | 0.27% | +80,416 | New |
| Aviso Financial Inc. | 114,218 | $6.54M | 0.32% | +10,097+9.7% | Added |
| Macquarie Group Ltd | 77,428 | $6.32M | 0.01% | +75,032+3,131.6% | Added |
| JCIC Asset Management Inc. | 106,846 | $6.12M | 2.55% | −1,479−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 103,052 | $5.90M | 0.05% | −9,786−8.7% | Reduced |
| Acadian Asset Management LLC | 101,000 | $5.78M | 0.02% | +31,500+45.3% | Added |
| Voloridge Investment Management, LLC | 100,025 | $5.73M | 0.02% | −33,633−25.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 90,364 | $5.17M | 0.00% | −711,006−88.7% | Reduced |
| Burney Co | 87,054 | $4.98M | 0.18% | −96−0.1% | Reduced |
| Quantinno Capital Management LP | 81,155 | $4.65M | 0.03% | −1,288−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 80,025 | $4.58M | 0.02% | +1,308+1.7% | Added |
| Motco | 77,208 | $4.42M | 0.47% | −9,847−11.3% | Reduced |
| Meritage Portfolio Management | 75,349 | $4.31M | 0.29% | −1,452−1.9% | Reduced |
| Janus Henderson Group PLC | 74,698 | $4.25M | 0.00% | −1,900−2.5% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.24M | 0.03% | −64,200−46.4% | Reduced |
| Swiss Life Asset Management Ltd | 73,996 | $4.24M | 0.03% | −5,196−6.6% | Reduced |
| Generali Asset Management SPA SGR | 50,728 | $4.18M | 0.10% | −50,818−50.0% | Reduced |
| Natixis | 72,380 | $4.14M | 0.02% | +28,585+65.3% | Added |
| Bessemer Group Inc | 70,278 | $4.03M | 0.01% | +49,418+236.9% | Added |
| Triasima Portfolio Management inc. | 70,030 | $4.01M | 0.79% | +22,130+46.2% | Added |
| Hillsdale Investment Management Inc. | 67,299 | $3.85M | 0.20% | −54,245−44.6% | Reduced |
| Stifel Financial Corp | 66,558 | $3.81M | 0.00% | +3,318+5.2% | Added |
| Raymond James Financial Inc | 65,274 | $3.74M | 0.00% | −3,383−4.9% | Reduced |
| Utah Retirement Systems | 64,683 | $3.70M | 0.04% | 00.0% | Unchanged |
| Ninepoint Partners LP | 62,925 | $3.60M | 0.63% | +2,540+4.2% | Added |
| Cetera Investment Advisers | 62,856 | $3.60M | 0.01% | +11,161+21.6% | Added |
| Creative Planning | 60,156 | $3.44M | 0.00% | +3,452+6.1% | Added |
| Jarislowsky, Fraser Ltd | 58,555 | $3.35M | 0.02% | −128,593−68.7% | Reduced |
| Commonwealth Equity Services, LLC | 57,996 | $3.32M | 0.00% | −1,422−2.4% | Reduced |
| Millennium Management LLC | 57,939 | $3.32M | 0.00% | −176,261−75.3% | Reduced |
| Public Employees Retirement System of Ohio | 57,946 | $3.32M | 0.01% | −2,642−4.4% | Reduced |
| Public Sector Pension Investment Board | 55,447 | $3.17M | 0.01% | +200+0.4% | Added |
| Maryland State Retirement & Pension System | 53,916 | $3.08M | 0.07% | +19,819+58.1% | Added |
| Harvest Portfolios Group Inc. | 53,200 | $3.04M | 0.09% | +2,876+5.7% | Added |
| Gluskin Sheff & Assoc Inc | 50,581 | $2.89M | 0.37% | −17,371−25.6% | Reduced |
| LPL Financial LLC | 49,273 | $2.82M | 0.00% | −44,584−47.5% | Reduced |
| Gulf International Bank (UK) Ltd | 33,557 | $2.76M | 0.10% | +32,371+2,729.4% | Added |
| Natixis Advisors, L.P. | 48,211 | $2.76M | 0.01% | +276+0.6% | Added |
| Avanza Fonder AB | 32,616 | $2.74M | 0.09% | −9,500−22.6% | Reduced |
| State Street Corp | 46,528 | $2.66M | 0.00% | +817+1.8% | Added |
| Vontobel Holding Ltd. | 45,927 | $2.63M | 0.01% | +148+0.3% | Added |
| Alliancebernstein L.P. | 43,432 | $2.49M | 0.00% | +2,605+6.4% | Added |
| Ontario Teachers Pension Plan Board | 43,314 | $2.48M | 0.04% | +4,703+12.2% | Added |
| Kraematon Investment Advisors, Inc | 43,094 | $2.47M | 2.51% | −1,329−3.0% | Reduced |
| Clearbridge Investments, LLC | 42,050 | $2.41M | 0.00% | −1,155−2.7% | Reduced |
| Gold Investment Management Ltd. | 40,706 | $2.33M | 0.98% | +1,547+4.0% | Added |
| Ensign Peak Advisors, Inc | 40,100 | $2.29M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 39,186 | $2.24M | 0.00% | −946−2.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $2.18M | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 36,697 | $2.10M | 0.04% | +36,697 | New |
| Tower Research Capital LLC (TRC) | 36,281 | $2.08M | 0.06% | +29,646+446.8% | Added |
| Metis Global Partners, LLC | 35,827 | $2.05M | 0.06% | −302−0.8% | Reduced |
| V-Square Quantitative Management LLC | 24,866 | $2.05M | 0.30% | 00.0% | Unchanged |
| Vident Advisory, LLC | 35,487 | $2.03M | 0.03% | −1,082−3.0% | Reduced |
| Cardinal Point Capital Management, ULC | 35,177 | $2.02M | 0.19% | +35,177 | New |
| BNP Paribas Arbitrage, SA | 34,071 | $1.95M | 0.00% | +7,917+30.3% | Added |
| Ameriprise Financial Inc | 24,658 | $1.94M | 0.00% | +7,502+43.7% | Added |
| Quadrant Capital Group LLC | 33,831 | $1.94M | 0.07% | +31,638+1,442.7% | Added |
| HAP Trading, LLC | 23,000 | $1.89M | 0.67% | +23,000 | New |
| Renaissance Technologies LLC | 32,900 | $1.88M | 0.00% | +32,900 | New |
| Aigen Investment Management, LP | 22,222 | $1.83M | 0.29% | +13,022+141.5% | Added |
| Cumberland Partners Ltd | 30,916 | $1.77M | 0.14% | +19,370+167.8% | Added |
| M&T Bank Corp | 29,760 | $1.70M | 0.01% | −42−0.1% | Reduced |
| M&G Plc | 28,740 | $1.64M | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 28,400 | $1.60M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,806 | $1.59M | 0.00% | +7,513+37.0% | Added |
| Prudential PLC | 27,651 | $1.58M | 0.01% | +2,541+10.1% | Added |
| Assenagon Asset Management S.A. | 27,582 | $1.58M | 0.00% | −37,514−57.6% | Reduced |
| Pathway Financial Advisers, LLC | 26,982 | $1.54M | 0.53% | +421+1.6% | Added |
| Signaturefd, LLC | 26,872 | $1.54M | 0.03% | +145+0.5% | Added |
| Lighthouse Investment Partners, LLC | 26,842 | $1.54M | 0.07% | −96,077−78.2% | Reduced |
| Cidel Asset Management Inc | 26,700 | $1.53M | 0.10% | +316+1.2% | Added |
| Principal Financial Group Inc | 26,533 | $1.52M | 0.00% | +2,900+12.3% | Added |
| Northwestern Mutual Wealth Management Co | 25,869 | $1.48M | 0.00% | +1,126+4.6% | Added |
| Quantbot Technologies LP | 25,738 | $1.47M | 0.05% | +25,738 | New |
| JustInvest LLC | 25,210 | $1.44M | 0.02% | +1,027+4.2% | Added |
| Cerity Partners LLC | 24,889 | $1.43M | 0.00% | +1,022+4.3% | Added |
| Capital World Investors | 24,728 | $1.42M | 0.00% | +1,685+7.3% | Added |
| Wells Fargo & Company | 23,075 | $1.32M | 0.00% | −4,093−15.1% | Reduced |
| ASR Vermogensbeheer N.V. | 22,416 | $1.28M | 0.02% | +22,416 | New |
| Mason & Associates Inc | 22,000 | $1.26M | 0.31% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,859 | $1.25M | 0.00% | +52+0.2% | Added |
| Advisory Resource Group | 19,846 | $1.14M | 0.23% | +760+4.0% | Added |
| United Services Automobile Association | 19,798 | $1.12M | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 19,583 | $1.12M | 0.00% | +884+4.7% | Added |
| Kestra Advisory Services, LLC | 19,324 | $1.11M | 0.01% | −280−1.4% | Reduced |
| Truist Financial Corp | 18,872 | $1.08M | 0.00% | +11,034+140.8% | Added |
| HighTower Advisors, LLC | 18,736 | $1.07M | 0.00% | +51+0.3% | Added |
| The PNC Financial Services Group, Inc. | 18,298 | $1.05M | 0.00% | −51−0.3% | Reduced |
| Barclays PLC | 18,264 | $1.05M | 0.00% | +9,978+120.4% | Added |
| HBK Sorce Advisory LLC | 18,210 | $1.04M | 0.03% | −80.0% | Reduced |
| Credit Agricole S A | 17,740 | $1.02M | 0.00% | +421+2.4% | Added |
| Tyler-Stone Wealth Management | 17,454 | $999.4K | 0.18% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,426 | $997.2K | 0.01% | −3,566−17.0% | Reduced |
| Shell Asset Management Co | 17,072 | $977.0K | 0.05% | −100−0.6% | Reduced |
| UniSuper Management Pty Ltd | 11,100 | $914.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 15,900 | $910.4K | 0.00% | −229−1.4% | Reduced |
| CI Private Wealth, LLC | 15,407 | $882.3K | 0.00% | −4,736−23.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,319 | $877.8K | 0.00% | −1,367−8.2% | Reduced |
| Jane Street Group, LLC | 14,967 | $857.0K | 0.00% | −69,412−82.3% | Reduced |