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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.

Other share classesSLFIFSLFQFSUNFF

Q2 2025 vs. Q1 2025

How the institutions holding Sun Life Financial Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SLF: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4218447+34
Shares263.2M499.5K265.8M+3.06M (+1.2%)
Value$15.1B$28.6M$17.7B+$2.60B (+17.3%)

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Sun Life Financial Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SLF in Q2 2025
InstitutionSharesValue% of portfolio
Picton Mahoney Asset Management1,322,756$87.7M1.24%
Healthcare of Ontario Pension Plan Trust Fund400,000$26.6M0.05%
Quadrature Capital Ltd267,500$17.7M0.31%
Symphony Financial, Ltd. Co.62,477$4.04M0.53%
Westerkirk Capital Inc.35,060$2.33M0.29%
PCJ Investment Counsel Ltd.34,290$2.28M0.78%
D. E. Shaw & Co., Inc.32,714$2.18M0.00%
ExodusPoint Capital Management, LP20,726$1.38M0.02%
Wetherby Asset Management Inc20,700$1.38M0.06%
Hilltop National Bank20,239$1.34M0.35%
Walleye Capital LLC15,732$1.05M0.01%
Victory Capital Management Inc15,323$1.02M0.00%
Vise Technologies, Inc.13,929$925.6K0.04%
Old Port Advisors12,367$821.8K0.22%
Uhlmann Price Securities, LLC10,461$695.1K0.50%
Shelton Capital Management9,369$622.6K0.01%
denkapparat Operations GmbH6,700$446.1K0.36%
Principal Street Partners, LLC6,056$402.4K0.04%
Balyasny Asset Management LLC5,897$392.3K0.00%
Baader Bank INC5,790$385.6K0.03%
HRT Financial LP5,598$371.0K0.00%
Midwest Trust Co5,556$369.2K0.01%
Atomi Financial Group, Inc.5,151$342.3K0.01%
Fox Run Management, L.L.C.4,794$318.6K0.05%
Glenmede Investment Management, LP4,312$286.5K0.00%
EP Wealth Advisors, LLC4,122$273.9K0.00%
Frank, Rimerman Advisors LLC4,058$269.7K0.02%
Bayesian Capital Management, LP3,630$241.2K0.04%
Buckingham Strategic Partners3,608$239.6K0.00%
HB Wealth Management, LLC3,569$237.2K0.00%
Prudential Financial Inc3,500$232.4K0.00%
Asahi Life Asset Management Co., Ltd.3,450$229.1K0.13%
Mesirow Financial Investment Management, Inc.3,410$226.6K0.00%
Arkadios Wealth Advisors3,361$223.3K0.01%
Intrust Bank NA3,308$219.8K0.02%
1st Source Bank3,253$216.2K0.01%
Sanctuary Advisors, LLC3,239$215.2K0.00%
Sagard Holdings Management Inc.3,221$214.3K0.60%
Axxcess Wealth Management, LLC3,216$213.7K0.01%
J.W. Cole Advisors, Inc.3,190$212.0K0.00%
McDonough Capital Management, Inc3,182$211.4K0.12%
J. L. Bainbridge & Co., Inc.3,148$209.2K0.02%
Wealthspire Advisors, LLC3,124$207.6K0.00%
We Are One Seven, LLC3,119$207.3K0.01%
Resources Investment Advisors, LLC.3,111$206.7K0.00%
Sivia Capital Partners, LLC3,063$203.5K0.07%
Rexford Capital Inc2,655$176.4K0.15%
Chung Wu Investment Group, LLC1,553$103.2K0.11%
Ameritas Advisory Services, LLC1,460$97.0K0.01%
Ryan Investment Management, Inc.1,358$90.2K0.06%
Bartlett & Co. Wealth Management LLC1,200$79.7K0.00%
Financial Gravity Companies, Inc.963$64.0K0.01%
AlphaCore Capital LLC919$61.1K0.00%
Tobam656$59.0K0.02%
Tacita Capital Inc860$57.2K0.04%
Global Retirement Partners, LLC551$36.6K0.00%
Caitong International Asset Management Co., Ltd268$17.8K0.01%
Maseco LLP239$15.9K0.00%
Optiver Holding B.V.200$13.3K0.00%
Spire Wealth Management125$8.31K0.00%
Twin Peaks Wealth Advisors, LLC137$7.89K0.00%
UMA Financial Services, Inc.8$5320.00%
High Note Wealth, LLC2$1330.00%
SRS Capital Advisors, Inc.34––

Sold out (30)

Institutions that held Sun Life Financial Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SLF in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Voloridge Investment Management, LLC100,025$5.73M
Tower Research Capital LLC (TRC)36,281$2.08M
Quantbot Technologies LP25,738$1.47M
United Services Automobile Association19,798$1.12M
One Capital Management, LLC12,044$689.3K
Citadel Advisors LLC11,546$661.1K
Squarepoint Ops LLC9,862$564.7K
XTX Topco Ltd8,185$468.7K
Financial Counselors Inc6,296$360.5K
Ausdal Financial Partners, Inc.6,088$348.6K
Verition Fund Management LLC5,544$317.4K
Pacer Advisors, Inc.5,029$288.0K
Gotham Asset Management, LLC4,838$277.0K
Toroso Investments, LLC4,829$276.5K
Ballentine Partners, LLC4,599$263.3K
Heathbridge Capital Management Ltd.4,000$229.1K
Keybank National Association3,585$205.3K
Plato Investment Management Ltd1,148$66.4K
Hexagon Capital Partners LLC665$38.1K
Nordwand Advisors, LLC438$25.1K
MeadowBrook Investment Advisors LLC289$16.5K
Your Advocates Ltd., LLP275$15.7K
Grove Bank & Trust221$12.7K
Coldstream Capital Management Inc178$10.2K
Laurel Wealth Advisors LLC170$9.73K
Ravenstone Capital Management Inc.170$9.73K
Mather Group, LLC.151$8.62K
PFG Private Wealth Management, LLC57$3.26K
Global Wealth Strategies & Associates24$1.37K
Simplex Trading, LLC5$0

Not filed for Q2 2025 yet (8)

Institutions that held Sun Life Financial Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Unigestion Holding SA349,270$20.0M
JCIC Asset Management Inc.106,846$6.12M
Credit Agricole S A17,740$1.02M
Orion Portfolio Solutions, LLC11,482$657.4K
Glenmede Trust Co NA6,026$345.0K
Lindbrook Capital, LLC3,909$223.8K
Grayhawk Investment Strategies Inc.3,221$184.3K
Sofos Investments, Inc.963$55.1K