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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 2 | $133 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $532 | 0.00% | +8 | New |
| Private Wealth Asset Management, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 33 | $2.19K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 64 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $6.18K | 0.00% | +56+151.4% | Added |
| Barrett & Company, Inc. | 94 | $6.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $6.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $7.01K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $7.24K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 137 | $7.89K | 0.00% | +137 | New |
| Bangor Savings Bank | 122 | $8.11K | 0.00% | −78−39.0% | Reduced |
| Spire Wealth Management | 125 | $8.31K | 0.00% | +125 | New |
| Financial Management Professionals, Inc. | 136 | $9.04K | 0.00% | +121+806.7% | Added |
| NewSquare Capital LLC | 137 | $9.10K | 0.00% | +124+953.8% | Added |
| Principal Securities, Inc. | 164 | $10.9K | 0.00% | +29+21.5% | Added |
| Washington Trust Advisors, Inc. | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 170 | $11.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 205 | $12.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 200 | $13.3K | 0.00% | +200 | New |
| Smartleaf Asset Management LLC | 207 | $13.6K | 0.00% | −124−37.5% | Reduced |
| Bell Investment Advisors, Inc | 220 | $14.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 239 | $15.9K | 0.00% | +239 | New |
| SBI Securities Co., Ltd. | 242 | $16.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $16.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 255 | $16.9K | 0.00% | −1−0.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 268 | $17.8K | 0.01% | +268 | New |
| Ancora Advisors, LLC | 283 | $18.8K | 0.00% | +135+91.2% | Added |
| Bryn Mawr Trust Co | 292 | $19.4K | 0.00% | −587−66.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 295 | $19.6K | 0.00% | −455−60.7% | Reduced |
| Dogwood Wealth Management LLC | 327 | $20.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $21.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $23.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 353 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $26.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $26.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $27.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 428 | $28.4K | 0.00% | +311+265.8% | Added |
| Private Trust Co NA | 429 | $28.5K | 0.00% | +243+130.6% | Added |
| WealthCollab, LLC | 460 | $30.6K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $32.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $33.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $33.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $33.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $34.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $35.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 551 | $36.6K | 0.00% | +551 | New |
| GAMMA Investing LLC | 576 | $38.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 578 | $38.4K | 0.01% | +223+62.8% | Added |
| Louisbourg Investments Inc. | 650 | $43.2K | 0.01% | −417−39.1% | Reduced |
| Asset Planning,Inc | 678 | $45.1K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $45.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 704 | $46.8K | 0.01% | +231+48.8% | Added |
| Investment Management Corp | 721 | $47.9K | 0.04% | +102+16.5% | Added |
| Oakworth Capital, Inc. | 748 | $49.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $52.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $53.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $53.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $53.2K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 860 | $57.2K | 0.04% | +860 | New |
| Abound Wealth Management | 874 | $58.1K | 0.02% | 00.0% | Unchanged |
| Tobam | 656 | $59.0K | 0.02% | +656 | New |
| State of Wyoming | 891 | $59.2K | 0.01% | −95−9.6% | Reduced |
| MAI Capital Management | 896 | $59.5K | 0.00% | +492+121.8% | Added |
| AlphaCore Capital LLC | 919 | $61.1K | 0.00% | +919 | New |
| Clean Yield Group | 925 | $61.5K | 0.02% | +249+36.8% | Added |
| Glen Eagle Advisors, LLC | 953 | $63.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 963 | $64.0K | 0.01% | +963 | New |
| JFS Wealth Advisors, LLC | 991 | $65.9K | 0.00% | +5+0.5% | Added |
| City Holding Co | 1,000 | $66.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,041 | $69.2K | 0.00% | +598+135.0% | Added |
| NBT Bank N A | 1,074 | $71.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,091 | $72.6K | 0.00% | +162+17.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $73.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,116 | $74.2K | 0.00% | +834+295.7% | Added |
| Central Trust Co | 1,200 | $79.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $79.7K | 0.00% | +1,200 | New |
| Ameriflex Group, Inc. | 1,282 | $83.9K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $85.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,279 | $85.0K | 0.03% | −263−17.1% | Reduced |
| Birchbrook, Inc. | 1,295 | $86.1K | 0.05% | 00.0% | Unchanged |
| Ryan Investment Management, Inc. | 1,358 | $90.2K | 0.06% | +1,358 | New |
| CoreCap Advisors, LLC | 1,391 | $92.4K | 0.00% | +600+75.9% | Added |
| Union Bancaire Privee, UBP SA | 1,669 | $94.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,460 | $97.0K | 0.01% | +1,460 | New |
| Chung Wu Investment Group, LLC | 1,553 | $103.2K | 0.11% | +1,553 | New |
| Cromwell Holdings LLC | 1,719 | $114.2K | 0.07% | +475+38.2% | Added |
| EverSource Wealth Advisors, LLC | 1,734 | $115.2K | 0.01% | +692+66.4% | Added |
| Princeton Global Asset Management LLC | 1,741 | $115.7K | 0.02% | +74+4.4% | Added |
| Perkins Coie Trust Co | 1,871 | $124.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,873 | $124.5K | 0.00% | +1,454+347.0% | Added |