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, Q2 2025
Institutional positions in Sun Life Financial Inc as of Jun 30, 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
- 447
- +34 vs. Q1 2025
- Shares held
- 265.8M
- +3.06M (+1.2%) vs. Q1 2025
- Total value
- $17.7B
- +$2.60B (+17.3%) vs. Q1 2025
- New holders
- 64
- 150 more added
- Sold out
- 30
- 133 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 51,572,987 | $3.43B | 0.67% | +6,816,721+15.2% | Added |
| Vanguard Group Inc | 25,422,211 | $1.69B | 0.03% | +827,119+3.4% | Added |
| TD Asset Management Inc | 15,796,516 | $1.05B | 0.90% | −303,824−1.9% | Reduced |
| Mackenzie Financial Corp | 10,957,260 | $729.5M | 0.95% | −1,145,152−9.5% | Reduced |
| Bank of Montreal | 10,797,819 | $718.9M | 0.36% | −492,078−4.4% | Reduced |
| 1832 Asset Management L.P. | 10,135,767 | $673.5M | 1.17% | −202,483−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 8,355,498 | $553.1M | 0.49% | −225,302−2.6% | Reduced |
| National Bank of Canada | 6,722,256 | $445.9M | 0.48% | +1,593,139+31.1% | Added |
| Federation des caisses Desjardins du Quebec | 6,305,308 | $417.1M | 1.83% | −442,947−6.6% | Reduced |
| Bank of Nova Scotia | 6,157,205 | $409.6M | 0.84% | +377,204+6.5% | Added |
| Toronto Dominion Bank | 5,739,034 | $382.1M | 0.82% | +40,958+0.7% | Added |
| CIBC Asset Management Inc | 5,529,799 | $368.7M | 1.16% | −1,586,495−22.3% | Reduced |
| Norges Bank | 5,450,205 | $362.9M | 0.05% | −927,675−14.5% | Reduced |
| CIBC World Markets Inc. | 5,147,796 | $342.8M | 0.76% | −910,098−15.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,766,443 | $317.4M | 1.12% | −191,342−3.9% | Reduced |
| FMR LLC | 4,714,235 | $313.7M | 0.02% | −148,061−3.0% | Reduced |
| Geode Capital Management, LLC | 4,625,675 | $312.1M | 0.02% | +750,768+19.4% | Added |
| Beutel, Goodman & Co Ltd. | 4,601,560 | $305.6M | 1.74% | −283,501−5.8% | Reduced |
| Legal & General Group Plc | 3,488,475 | $231.7M | 0.06% | −364,013−9.4% | Reduced |
| Goldman Sachs Group Inc | 3,153,689 | $209.6M | 0.03% | +376,769+13.6% | Added |
| Scotia Capital Inc. | 3,107,058 | $205.5M | 0.97% | +26,599+0.9% | Added |
| Canada Pension Plan Investment Board | 2,824,364 | $188.1M | 0.16% | −1,397,083−33.1% | Reduced |
| Letko, Brosseau & Associates Inc | 2,748,794 | $182.5M | 3.49% | −21,165−0.8% | Reduced |
| JPMorgan Chase & Co | 2,490,651 | $165.5M | 0.01% | −58,021−2.3% | Reduced |
| Morgan Stanley | 2,203,935 | $146.5M | 0.01% | +131,820+6.4% | Added |
| TD Waterhouse Canada Inc. | 1,884,994 | $124.4M | 0.89% | +127,061+7.2% | Added |
| HSBC Holdings PLC | 1,800,087 | $119.9M | 0.08% | +133,442+8.0% | Added |
| Swiss National Bank | 1,740,900 | $115.4M | 0.07% | +102,100+6.2% | Added |
| Charles Schwab Investment Management Inc | 1,658,168 | $110.1M | 0.02% | +50,466+3.1% | Added |
| Dimensional Fund Advisors LP | 1,616,699 | $107.4M | 0.02% | +2640.0% | Added |
| Amundi | 1,603,978 | $103.6M | 0.04% | −73,367−4.4% | Reduced |
| Agf Management Ltd | 1,222,648 | $98.0M | 0.44% | −622,200−33.7% | Reduced |
| Bank of America Corp | 1,469,638 | $97.7M | 0.01% | +398,969+37.3% | Added |
| Picton Mahoney Asset Management | 1,322,756 | $87.7M | 1.24% | +1,322,756 | New |
| Alberta Investment Management Corp | 1,297,900 | $86.4M | 0.68% | +40,000+3.2% | Added |
| British Columbia Investment Management Corp | 1,259,892 | $83.9M | 0.49% | −8,475−0.7% | Reduced |
| Invesco Ltd. | 1,243,434 | $82.6M | 0.01% | −34,383−2.7% | Reduced |
| QV Investors Inc. | 1,194,699 | $79.3M | 7.78% | −134,141−10.1% | Reduced |
| Deutsche Bank AG | 1,172,655 | $77.9M | 0.03% | +154,464+15.2% | Added |
| Cardinal Capital Management, Inc. | 1,138,144 | $75.7M | 2.37% | +9,005+0.8% | Added |
| Value Partners Investments Inc. | 1,117,570 | $74.2M | 5.80% | −3,318−0.3% | Reduced |
| Wellington Management Group LLP | 1,063,159 | $70.6M | 0.01% | +254,850+31.5% | Added |
| DekaBank Deutsche Girozentrale | 1,049,330 | $69.0M | 0.12% | −10,665−1.0% | Reduced |
| UBS Asset Management Americas Inc | 960,897 | $63.9M | 0.01% | −21,195−2.2% | Reduced |
| MUFG Securities (Canada), Ltd. | 958,510 | $63.7M | 1.94% | +82,914+9.5% | Added |
| BlackRock, Inc. | 932,307 | $62.0M | 0.00% | +28,614+3.2% | Added |
| Public Sector Pension Investment Board | 854,747 | $56.8M | 0.24% | +799,300+1,441.6% | Added |
| Fiera Capital Corp | 775,396 | $51.6M | 0.17% | −79,956−9.3% | Reduced |
| Jupiter Asset Management Ltd | 749,905 | $49.8M | 0.42% | −140,775−15.8% | Reduced |
| UBS Group AG | 692,667 | $46.0M | 0.01% | +112,514+19.4% | Added |
| Northwest & Ethical Investments L.P. | 670,116 | $44.6M | 1.11% | −65,650−8.9% | Reduced |
| First Trust Advisors LP | 660,887 | $43.9M | 0.04% | −140,621−17.5% | Reduced |
| Todd Asset Management LLC | 635,316 | $42.2M | 0.91% | +7,314+1.2% | Added |
| Bank of New York Mellon Corp | 606,981 | $40.3M | 0.01% | +15,671+2.7% | Added |
| Great West Life Assurance Co | 596,478 | $39.5M | 0.06% | −123,479−17.2% | Reduced |
| Russell Investments Group, Ltd. | 580,134 | $38.5M | 0.05% | −8,469−1.4% | Reduced |
| Allianz Asset Management GmbH | 539,307 | $35.8M | 0.05% | −201,084−27.2% | Reduced |
| Northern Trust Corp | 501,335 | $33.3M | 0.00% | −21,417−4.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 478,483 | $31.8M | 0.10% | +37,310+8.5% | Added |
| Aviva PLC | 477,503 | $31.8M | 0.07% | −515,947−51.9% | Reduced |
| Korea Investment CORP | 465,344 | $30.9M | 0.07% | −19,224−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 451,279 | $30.0M | 0.07% | +6,870+1.5% | Added |
| Hillsdale Investment Management Inc. | 421,138 | $28.0M | 1.04% | +353,839+525.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 400,000 | $26.6M | 0.05% | +400,000 | New |
| Nuveen, LLC | 400,997 | $26.6M | 0.01% | −3,288−0.8% | Reduced |
| Intact Investment Management Inc. | 388,877 | $25.9M | 0.88% | −919,940−70.3% | Reduced |
| Neuberger Berman Group LLC | 377,757 | $25.1M | 0.02% | +1,193+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 372,750 | $24.8M | 0.20% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 368,367 | $24.5M | 0.27% | +16,217+4.6% | Added |
| Two Sigma Investments, LP | 336,491 | $22.4M | 0.04% | +220,810+190.9% | Added |
| Forsta Ap-Fonden | 331,200 | $22.0M | 0.14% | +50,000+17.8% | Added |
| State of Tennessee, Treasury Department | 328,452 | $21.8M | 0.08% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 327,702 | $21.8M | 0.09% | −74,393−18.5% | Reduced |
| Guardian Capital LP | 313,579 | $20.8M | 0.74% | +10,766+3.6% | Added |
| Pictet Asset Management Holding SA | 311,072 | $20.7M | 0.02% | −7,992−2.5% | Reduced |
| Bank of Nova Scotia Trust Co | 310,147 | $20.6M | 2.03% | +6,424+2.1% | Added |
| FIL Ltd | 308,492 | $20.5M | 0.02% | −162,706−34.5% | Reduced |
| Franklin Resources Inc | 300,735 | $20.0M | 0.01% | +10,755+3.7% | Added |
| Nicola Wealth Management Ltd. | 277,300 | $18.4M | 1.73% | +103,100+59.2% | Added |
| AXA S.A. | 276,528 | $18.4M | 0.05% | −112,524−28.9% | Reduced |
| APG Asset Management N.V. | 317,500 | $18.0M | 0.05% | +3,000+1.0% | Added |
| Quadrature Capital Ltd | 267,500 | $17.7M | 0.31% | +267,500 | New |
| Caisse de Depot Et Placement du Quebec | 264,048 | $17.5M | 0.04% | −682,625−72.1% | Reduced |
| Van Eck Associates Corp | 254,731 | $17.0M | 0.02% | +74,246+41.1% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $16.7M | 0.59% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 213,774 | $14.2M | 0.23% | +2,502+1.2% | Added |
| Mn Services Vermogensbeheer B.V. | 213,545 | $14.2M | 0.10% | +2,200+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 211,475 | $14.1M | 0.01% | +121,111+134.0% | Added |
| American Century Companies Inc | 208,894 | $13.9M | 0.01% | +28,085+15.5% | Added |
| Man Group plc | 178,134 | $11.8M | 0.03% | −245,423−57.9% | Reduced |
| Waratah Capital Advisors Ltd. | 174,679 | $11.6M | 0.79% | +21,433+14.0% | Added |
| Citigroup Inc | 171,238 | $11.4M | 0.01% | +17,139+11.1% | Added |
| Addenda Capital Inc. | 124,805 | $11.3M | 0.41% | −844−0.7% | Reduced |
| Sienna Gestion | 186,385 | $11.3M | 0.78% | +18,500+11.0% | Added |
| Varma Mutual Pension Insurance Co | 168,864 | $11.2M | 0.08% | +1,000+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 162,716 | $10.8M | 0.55% | +1,115+0.7% | Added |
| Royal London Asset Management Ltd | 158,027 | $10.5M | 0.02% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 154,005 | $10.3M | 0.05% | −1,224−0.8% | Reduced |
| Guardian Partners Inc. | 150,925 | $9.32M | 0.84% | −10,679−6.6% | Reduced |
| Aviso Financial Inc. | 130,400 | $8.68M | 0.39% | +16,182+14.2% | Added |