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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,903 | $126.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $126.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,021 | $134.3K | 0.00% | −66−3.2% | Reduced |
| Rhumbline Advisers | 2,057 | $136.7K | 0.00% | −25−1.2% | Reduced |
| Massmutual Trust Co FSB | 2,233 | $148.4K | 0.00% | +18+0.8% | Added |
| Rexford Capital Inc | 2,655 | $176.4K | 0.15% | +2,655 | New |
| Huntington National Bank | 2,746 | $182.5K | 0.00% | −14−0.5% | Reduced |
| First Horizon Advisors, Inc. | 2,771 | $184.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,803 | $185.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $189.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,994 | $199.0K | 0.15% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,063 | $203.5K | 0.07% | +3,063 | New |
| Harbour Investments, Inc. | 3,103 | $206.2K | 0.01% | −207−6.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,111 | $206.7K | 0.00% | +3,111 | New |
| We Are One Seven, LLC | 3,119 | $207.3K | 0.01% | +3,119 | New |
| Wealthspire Advisors, LLC | 3,124 | $207.6K | 0.00% | +3,124 | New |
| J. L. Bainbridge & Co., Inc. | 3,148 | $209.2K | 0.02% | +3,148 | New |
| McDonough Capital Management, Inc | 3,182 | $211.4K | 0.12% | +3,182 | New |
| Flaharty Asset Management, LLC | 3,188 | $211.8K | 0.03% | −423−11.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,190 | $212.0K | 0.00% | +3,190 | New |
| Axxcess Wealth Management, LLC | 3,216 | $213.7K | 0.01% | +3,216 | New |
| Sagard Holdings Management Inc. | 3,221 | $214.3K | 0.60% | +3,221 | New |
| Sanctuary Advisors, LLC | 3,239 | $215.2K | 0.00% | +3,239 | New |
| 1st Source Bank | 3,253 | $216.2K | 0.01% | +3,253 | New |
| Steward Partners Investment Advisory, LLC | 3,305 | $219.6K | 0.00% | −98−2.9% | Reduced |
| Intrust Bank NA | 3,308 | $219.8K | 0.02% | +3,308 | New |
| Arkadios Wealth Advisors | 3,361 | $223.3K | 0.01% | +3,361 | New |
| Checchi Capital Advisers, LLC | 3,403 | $226.1K | 0.02% | −744−17.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,410 | $226.6K | 0.00% | +3,410 | New |
| Asahi Life Asset Management Co., Ltd. | 3,450 | $229.1K | 0.13% | +3,450 | New |
| Prudential Financial Inc | 3,500 | $232.4K | 0.00% | +3,500 | New |
| Nilsine Partners, LLC | 3,563 | $236.8K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,569 | $237.2K | 0.00% | +3,569 | New |
| Buckingham Strategic Partners | 3,608 | $239.6K | 0.00% | +3,608 | New |
| Bayesian Capital Management, LP | 3,630 | $241.2K | 0.04% | +3,630 | New |
| MML Investors Services, LLC | 3,654 | $243.0K | 0.00% | +19+0.5% | Added |
| Merit Financial Group, LLC | 3,683 | $244.8K | 0.00% | +187+5.3% | Added |
| King Luther Capital Management Corp | 3,740 | $248.5K | 0.00% | −1,299−25.8% | Reduced |
| Well Done, LLC | 3,757 | $249.6K | 0.05% | +16+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,802 | $252.7K | 0.00% | +77+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $255.7K | 0.05% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,854 | $256.1K | 0.09% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,898 | $259.0K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,902 | $259.3K | 0.01% | −428−9.9% | Reduced |
| Frank, Rimerman Advisors LLC | 4,058 | $269.7K | 0.02% | +4,058 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $269.7K | 0.12% | 00.0% | Unchanged |
| Natixis | 4,065 | $270.1K | 0.00% | −68,315−94.4% | Reduced |
| Grimes & Company, Inc. | 4,076 | $270.8K | 0.01% | +46+1.1% | Added |
| Ballast, Inc. | 4,083 | $271.3K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,122 | $273.9K | 0.00% | +4,122 | New |
| Parallel Advisors, LLC | 4,125 | $274.1K | 0.01% | +91+2.3% | Added |
| Brighton Jones LLC | 4,131 | $274.5K | 0.01% | −535−11.5% | Reduced |
| Villere St Denis J & Co LLC | 4,177 | $277.6K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,618 | $284.0K | 0.00% | −21−0.5% | Reduced |
| Glenmede Investment Management, LP | 4,312 | $286.5K | 0.00% | +4,312 | New |
| Washington Trust Co | 4,318 | $286.9K | 0.01% | −47−1.1% | Reduced |
| Pathway Financial Advisors LLC | 4,339 | $288.3K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,341 | $288.5K | 0.00% | +904+26.3% | Added |
| Capital City Trust Co | 4,379 | $291.0K | 0.08% | −216−4.7% | Reduced |
| Cozad Asset Management Inc | 4,383 | $291.3K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,542 | $301.8K | 0.00% | −510−10.1% | Reduced |
| Ritholtz Wealth Management | 4,777 | $317.5K | 0.01% | −23−0.5% | Reduced |
| Fox Run Management, L.L.C. | 4,794 | $318.6K | 0.05% | +4,794 | New |
| First Affirmative Financial Network | 4,957 | $329.4K | 0.17% | −227−4.4% | Reduced |
| Versant Capital Management, Inc | 4,961 | $329.7K | 0.05% | −111−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $331.3K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $332.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $332.3K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,017 | $333.4K | 0.00% | +210+4.4% | Added |
| Rempart Asset Management Inc. | 5,135 | $341.6K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,151 | $342.3K | 0.01% | +5,151 | New |
| Smithfield Trust Co | 5,394 | $358.0K | 0.02% | −500−8.5% | Reduced |
| Colony Group, LLC | 5,451 | $362.2K | 0.00% | +1,564+40.2% | Added |
| Midwest Trust Co | 5,556 | $369.2K | 0.01% | +5,556 | New |
| Long Run Wealth Advisors, LLC | 5,556 | $369.2K | 0.08% | +47+0.9% | Added |
| HRT Financial LP | 5,598 | $371.0K | 0.00% | +5,598 | New |
| Pinnacle Associates Ltd | 5,658 | $376.0K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,699 | $378.5K | 0.06% | +1,109+24.2% | Added |
| St Germain D J Co Inc | 5,747 | $381.9K | 0.02% | +5,097+784.2% | Added |
| Vontobel Holding Ltd. | 5,749 | $382.8K | 0.00% | −40,178−87.5% | Reduced |
| Baader Bank INC | 5,790 | $385.6K | 0.03% | +5,790 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $386.1K | 0.01% | +35+0.6% | Added |
| Running Point Capital Advisors, LLC | 5,901 | $392.1K | 0.11% | −36−0.6% | Reduced |
| Balyasny Asset Management LLC | 5,897 | $392.3K | 0.00% | +5,897 | New |
| FreeGulliver LLC | 5,924 | $393.6K | 0.18% | +52+0.9% | Added |
| Alexander Labrunerie & Co., Inc. | 6,031 | $400.8K | 0.16% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,056 | $402.4K | 0.04% | +6,056 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,229 | $413.6K | 0.00% | −7,129−53.4% | Reduced |
| PFG Investments, LLC | 6,245 | $415.0K | 0.02% | +124+2.0% | Added |
| Argent Trust Co | 6,260 | $416.0K | 0.02% | +803+14.7% | Added |
| CIBC Private Wealth Group, LLC | 6,313 | $419.3K | 0.00% | −6,594−51.1% | Reduced |
| Baird Financial Group, Inc. | 6,334 | $420.9K | 0.00% | −10.0% | Reduced |
| Davidson Trust Co | 6,383 | $424.1K | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,408 | $425.8K | 0.00% | −27,663−81.2% | Reduced |
| CWM, LLC | 6,420 | $427.0K | 0.00% | +1,396+27.8% | Added |
| West Family Investments, Inc. | 6,455 | $428.9K | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,463 | $429.4K | 0.00% | −1,672−20.6% | Reduced |
| PDS Planning, Inc | 6,513 | $432.8K | 0.03% | +234+3.7% | Added |
| Sound View Wealth Advisors Group, LLC | 6,665 | $442.9K | 0.03% | −317−4.5% | Reduced |
| Parsons Capital Management Inc | 6,667 | $443.0K | 0.03% | 00.0% | Unchanged |