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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $220.3K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,725 | $211.0K | 0.00% | −39−1.0% | Reduced |
| MML Investors Services, LLC | 3,635 | $208.0K | 0.00% | −1,044−22.3% | Reduced |
| Flaharty Asset Management, LLC | 3,611 | $206.8K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 3,585 | $205.3K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,563 | $204.0K | 0.02% | 00.0% | Unchanged |
| Plan A Wealth LLC | 3,563 | $204.0K | 0.16% | +3,563 | New |
| Merit Financial Group, LLC | 3,496 | $200.2K | 0.00% | +3,496 | New |
| Ronald Blue Trust, Inc. | 3,437 | $196.8K | 0.00% | +243+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,403 | $194.9K | 0.00% | +200+6.2% | Added |
| Harbour Investments, Inc. | 3,310 | $189.5K | 0.01% | +357+12.1% | Added |
| Grayhawk Investment Strategies Inc. | 3,221 | $184.3K | 0.42% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,994 | $171.4K | 0.14% | −73−2.4% | Reduced |
| Independence Bank of Kentucky | 2,844 | $162.8K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 2,803 | $160.8K | 0.00% | −2,089−42.7% | Reduced |
| First Horizon Advisors, Inc. | 2,771 | $158.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,760 | $158.0K | 0.00% | +13+0.5% | Added |
| Massmutual Trust Co FSB | 2,215 | $126.8K | 0.00% | −56−2.5% | Reduced |
| IFP Advisors, Inc | 2,087 | $119.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,082 | $119.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $109.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $109.0K | 0.00% | +1,899 | New |
| Perkins Coie Trust Co | 1,871 | $107.1K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,667 | $95.5K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,542 | $88.3K | 0.04% | +2+0.1% | Added |
| Union Bancaire Privee, UBP SA | 1,669 | $87.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $75.1K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $74.2K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,282 | $73.4K | 0.03% | +1,282 | New |
| Cromwell Holdings LLC | 1,244 | $71.2K | 0.05% | −67−5.1% | Reduced |
| Central Trust Co | 1,200 | $68.7K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,148 | $66.4K | 0.01% | −597−34.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $63.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $61.5K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,067 | $61.1K | 0.02% | −185−14.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,042 | $59.7K | 0.00% | +254+32.2% | Added |
| City Holding Co | 1,000 | $57.3K | 0.01% | −1,000−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 986 | $56.5K | 0.00% | −46−4.5% | Reduced |
| State of Wyoming | 986 | $56.5K | 0.01% | −8,261−89.3% | Reduced |
| Sofos Investments, Inc. | 963 | $55.1K | 0.01% | +963 | New |
| Glen Eagle Advisors, LLC | 953 | $54.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 929 | $53.2K | 0.00% | −63−6.4% | Reduced |
| Bryn Mawr Trust Co | 879 | $50.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 874 | $50.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $45.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $45.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $45.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 791 | $45.3K | 0.00% | +3+0.4% | Added |
| Asset Dedication, LLC | 787 | $45.1K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 750 | $42.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $42.8K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $39.0K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $38.8K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 676 | $38.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 665 | $38.1K | 0.01% | +231+53.2% | Added |
| St Germain D J Co Inc | 650 | $37.2K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 619 | $35.4K | 0.03% | +385+164.5% | Added |
| GAMMA Investing LLC | 576 | $33.0K | 0.00% | +5+0.9% | Added |
| Medallion Wealth Advisors, LLC | 523 | $30.4K | 0.01% | +315+151.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 530 | $30.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $28.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $28.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 473 | $27.1K | 0.01% | −142−23.1% | Reduced |
| WealthCollab, LLC | 460 | $26.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 443 | $25.8K | 0.00% | +32+7.8% | Added |
| Nordwand Advisors, LLC | 438 | $25.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 419 | $24.0K | 0.00% | −78−15.7% | Reduced |
| Duncker Streett & Co Inc | 414 | $23.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 404 | $23.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $22.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $22.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $21.9K | 0.01% | −5−1.3% | Reduced |
| Lazard Asset Management LLC | 380 | $21.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 355 | $20.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 353 | $20.2K | 0.00% | −27−7.1% | Reduced |
| TruNorth Capital Management, LLC | 330 | $18.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $18.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 289 | $16.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $16.4K | 0.00% | −124−30.5% | Reduced |
| Your Advocates Ltd., LLP | 275 | $15.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 256 | $14.7K | 0.00% | +256 | New |
| Strategic Investment Solutions, Inc. | 246 | $14.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 242 | $13.9K | 0.00% | −1−0.4% | Reduced |
| BFSG, LLC | 225 | $12.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 221 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $12.6K | 0.00% | −20−8.3% | Reduced |
| Hughes Financial Services, LLC | 205 | $11.9K | 0.00% | +205 | New |
| Bangor Savings Bank | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $10.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 178 | $10.2K | 0.00% | +178 | New |
| HM Payson & Co | 170 | $9.73K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 170 | $9.73K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 170 | $9.73K | 0.01% | +170 | New |
| Washington Trust Advisors, Inc. | 165 | $9.45K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 151 | $8.62K | 0.00% | 00.0% | Unchanged |