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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 14,504 | $830.0K | 0.01% | +2,885+24.8% | Added |
| Independent Advisor Alliance | 14,362 | $822.4K | 0.03% | −56−0.4% | Reduced |
| Blair William & Co | 14,309 | $819.3K | 0.00% | +30.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,358 | $764.4K | 0.00% | +7,310+120.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,885 | $738.0K | 0.00% | −297−2.3% | Reduced |
| Rathbone Brothers plc | 12,641 | $723.3K | 0.00% | −749−5.6% | Reduced |
| Bleakley Financial Group, LLC | 12,540 | $718.0K | 0.02% | +3,680+41.5% | Added |
| CIBC Private Wealth Group, LLC | 12,907 | $691.2K | 0.00% | −72−0.6% | Reduced |
| One Capital Management, LLC | 12,044 | $689.3K | 0.02% | +12,044 | New |
| Verdence Capital Advisors LLC | 11,886 | $680.6K | 0.05% | −75−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 11,709 | $670.5K | 0.00% | −353−2.9% | Reduced |
| Citadel Advisors LLC | 11,546 | $661.1K | 0.00% | +2,757+31.4% | 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 |
| Sequoia Financial Advisors, LLC | 11,253 | $644.3K | 0.00% | +44+0.4% | Added |
| Pathstone Holdings, LLC | 10,953 | $627.2K | 0.00% | −52−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,801 | $618.5K | 0.02% | +180+1.7% | Added |
| Fifth Third Bancorp | 10,649 | $609.8K | 0.00% | +252+2.4% | Added |
| Janney Montgomery Scott LLC | 10,628 | $609.0K | 0.00% | +3,006+39.4% | Added |
| Cigna Investments Inc | 10,603 | $607.0K | 0.11% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,504 | $601.5K | 0.00% | +136+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,220 | $585.2K | 0.00% | +1,645+19.2% | Added |
| Squarepoint Ops LLC | 9,862 | $564.7K | 0.00% | +9,862 | New |
| Woodstock Corp | 9,647 | $552.4K | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 9,191 | $526.1K | 0.01% | −100−1.1% | Reduced |
| Claret Asset Management Corp | 8,677 | $497.0K | 0.07% | +46+0.5% | Added |
| LGT Group Foundation | 8,493 | $486.2K | 0.01% | −2,540−23.0% | Reduced |
| Syon Capital LLC | 8,452 | $484.0K | 0.04% | +1,434+20.4% | Added |
| Franklin Street Advisors Inc | 8,400 | $481.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,190 | $468.9K | 0.01% | −89−1.1% | Reduced |
| XTX Topco Ltd | 8,185 | $468.7K | 0.02% | +8,185 | New |
| Beacon Pointe Advisors, LLC | 8,135 | $465.8K | 0.01% | +1,676+25.9% | Added |
| Am Investment Strategies LLC | 8,092 | $463.0K | 0.11% | +17+0.2% | Added |
| Jones Financial Companies LLLP | 8,096 | $458.5K | 0.00% | +783+10.7% | Added |
| AQR Capital Management LLC | 8,022 | $454.4K | 0.00% | +4,270+113.8% | Added |
| Yousif Capital Management, LLC | 7,789 | $446.0K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 7,714 | $441.0K | 0.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,418 | $424.8K | 0.01% | +357+5.1% | Added |
| Mercer Global Advisors Inc | 7,280 | $416.9K | 0.00% | −1,872−20.5% | Reduced |
| TFB Advisors LLC | 7,000 | $400.8K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,982 | $399.8K | 0.03% | −1,909−21.5% | Reduced |
| MQS Management LLC | 6,891 | $394.6K | 0.23% | +6,891 | New |
| MONECO Advisors, LLC | 6,875 | $393.6K | 0.04% | +20.0% | Added |
| Savant Capital, LLC | 6,806 | $389.7K | 0.00% | −178−2.5% | Reduced |
| Parsons Capital Management Inc | 6,667 | $381.8K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,455 | $369.6K | 0.14% | +816+14.5% | Added |
| Davidson Trust Co | 6,383 | $365.5K | 0.17% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,335 | $362.8K | 0.00% | +423+7.2% | Added |
| Financial Counselors Inc | 6,296 | $360.5K | 0.01% | −1,852−22.7% | Reduced |
| PDS Planning, Inc | 6,279 | $359.5K | 0.03% | +761+13.8% | Added |
| PFG Investments, LLC | 6,121 | $350.5K | 0.02% | +38+0.6% | Added |
| Ausdal Financial Partners, Inc. | 6,088 | $348.6K | 0.03% | +6,088 | New |
| Alexander Labrunerie & Co., Inc. | 6,031 | $345.3K | 0.15% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,026 | $345.0K | 0.00% | +752+14.3% | Added |
| Running Point Capital Advisors, LLC | 5,937 | $340.0K | 0.11% | +364+6.5% | Added |
| Smithfield Trust Co | 5,894 | $338.0K | 0.02% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,872 | $336.2K | 0.17% | −52−0.9% | Reduced |
| Diversify Advisory Services, LLC | 5,668 | $335.7K | 0.02% | −40−0.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $334.5K | 0.11% | +4,061 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,776 | $330.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,658 | $324.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,544 | $317.4K | 0.00% | +5,544 | New |
| Long Run Wealth Advisors, LLC | 5,509 | $315.4K | 0.07% | +23+0.4% | Added |
| Argent Trust Co | 5,457 | $312.5K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 5,242 | $300.2K | 0.00% | −1,500−22.2% | Reduced |
| First Affirmative Financial Network | 5,184 | $296.8K | 0.18% | −573−10.0% | Reduced |
| Rempart Asset Management Inc. | 5,135 | $294.0K | 0.06% | −200−3.7% | Reduced |
| Private Advisor Group, LLC | 5,074 | $290.5K | 0.00% | −3,569−41.3% | Reduced |
| Versant Capital Management, Inc | 5,072 | $290.4K | 0.05% | +4,980+5,413.0% | Added |
| Benjamin Edwards Inc | 5,052 | $289.3K | 0.00% | +167+3.4% | Added |
| King Luther Capital Management Corp | 5,039 | $288.5K | 0.00% | −951−15.9% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $288.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,024 | $288.0K | 0.00% | +8+0.2% | Added |
| Pacer Advisors, Inc. | 5,029 | $288.0K | 0.00% | +144+2.9% | Added |
| CVA Family Office, LLC | 5,000 | $286.3K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $286.0K | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,838 | $277.0K | 0.00% | −3,090−39.0% | Reduced |
| Toroso Investments, LLC | 4,829 | $276.5K | 0.00% | −318−6.2% | Reduced |
| Ieq Capital, LLC | 4,807 | $275.3K | 0.00% | +36+0.8% | Added |
| Ritholtz Wealth Management | 4,800 | $274.9K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,666 | $267.2K | 0.01% | +559+13.6% | Added |
| NewEdge Wealth, LLC | 4,639 | $265.6K | 0.00% | +21+0.5% | Added |
| Ballentine Partners, LLC | 4,599 | $263.3K | 0.00% | +4,599 | New |
| Capital City Trust Co | 4,595 | $263.1K | 0.07% | −10.0% | Reduced |
| K.J. Harrison & Partners Inc | 4,590 | $263.0K | 0.05% | +251+5.8% | Added |
| HighPoint Advisor Group LLC | 4,330 | $256.5K | 0.01% | +181+4.4% | Added |
| Cozad Asset Management Inc | 4,383 | $251.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 4,365 | $249.9K | 0.01% | −7,104−61.9% | Reduced |
| Pathway Financial Advisors LLC | 4,339 | $248.5K | 0.04% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 4,177 | $239.2K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,147 | $237.5K | 0.02% | +428+11.5% | Added |
| Ballast, Inc. | 4,083 | $233.8K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,034 | $230.9K | 0.01% | −168−4.0% | Reduced |
| Grimes & Company, Inc. | 4,030 | $230.8K | 0.01% | +590+17.2% | Added |
| Heathbridge Capital Management Ltd. | 4,000 | $229.1K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,909 | $223.8K | 0.02% | +100+2.6% | Added |
| Northwest Bancshares, Inc. | 3,898 | $223.2K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 3,887 | $222.5K | 0.00% | −1,205−23.7% | Reduced |
| Well Done, LLC | 3,741 | $222.0K | 0.04% | +15+0.4% | Added |
| Canopy Partners, LLC | 3,854 | $220.7K | 0.09% | −87−2.2% | Reduced |