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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 6,700 | $446.1K | 0.36% | +6,700 | New |
| Regions Financial Corp | 6,721 | $446.6K | 0.00% | +1,479+28.2% | Added |
| MONECO Advisors, LLC | 6,877 | $456.9K | 0.04% | +20.0% | Added |
| Quilter Plc | 6,886 | $458.5K | 0.01% | −2,305−25.1% | Reduced |
| MQS Management LLC | 6,952 | $462.0K | 0.25% | +61+0.9% | Added |
| TFB Advisors LLC | 7,000 | $465.1K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,105 | $472.1K | 0.01% | −313−4.2% | Reduced |
| Diversify Advisory Services, LLC | 8,568 | $493.5K | 0.02% | +2,900+51.2% | Added |
| Plan A Wealth LLC | 7,666 | $509.4K | 0.29% | +4,103+115.2% | Added |
| Lester Murray Antman dba SimplyRich | 7,966 | $529.0K | 0.15% | +252+3.3% | Added |
| Millennium Management LLC | 8,060 | $535.9K | 0.00% | −49,879−86.1% | Reduced |
| Am Investment Strategies LLC | 8,109 | $538.0K | 0.13% | +17+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,191 | $544.3K | 0.01% | +10.0% | Added |
| Yousif Capital Management, LLC | 8,389 | $557.4K | 0.01% | +600+7.7% | Added |
| Franklin Street Advisors Inc | 8,400 | $558.0K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 8,493 | $565.5K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 8,510 | $566.0K | 0.07% | −167−1.9% | Reduced |
| Syon Capital LLC | 8,807 | $585.2K | 0.04% | +355+4.2% | Added |
| Mercer Global Advisors Inc | 8,841 | $587.5K | 0.00% | +1,561+21.4% | Added |
| Jones Financial Companies LLLP | 9,220 | $607.9K | 0.00% | +1,124+13.9% | Added |
| Shelton Capital Management | 9,369 | $622.6K | 0.01% | +9,369 | New |
| Woodstock Corp | 9,647 | $641.0K | 0.06% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,937 | $659.9K | 0.00% | −4,567−31.5% | Reduced |
| Savant Capital, LLC | 9,933 | $660.0K | 0.00% | +3,127+45.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,444 | $683.0K | 0.00% | +224+2.2% | Added |
| Cigna Investments Inc | 10,335 | $686.0K | 0.12% | −268−2.5% | Reduced |
| Brown Advisory Inc | 10,357 | $688.2K | 0.00% | −147−1.4% | Reduced |
| Uhlmann Price Securities, LLC | 10,461 | $695.1K | 0.50% | +10,461 | New |
| Janney Montgomery Scott LLC | 10,628 | $706.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,801 | $706.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,798 | $717.5K | 0.00% | +149+1.4% | Added |
| Private Advisor Group, LLC | 10,870 | $722.3K | 0.00% | +5,796+114.2% | Added |
| Pathstone Holdings, LLC | 11,218 | $745.4K | 0.00% | +265+2.4% | Added |
| Verdence Capital Advisors LLC | 11,822 | $785.6K | 0.05% | −64−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,876 | $789.0K | 0.00% | −1,009−7.8% | Reduced |
| Rathbone Brothers plc | 12,336 | $819.2K | 0.00% | −305−2.4% | Reduced |
| Old Port Advisors | 12,367 | $821.8K | 0.22% | +12,367 | New |
| Avantax Advisory Services, Inc. | 12,802 | $850.7K | 0.00% | +1,093+9.3% | Added |
| Independent Advisor Alliance | 12,955 | $860.9K | 0.02% | −1,407−9.8% | Reduced |
| UniSuper Management Pty Ltd | 9,800 | $888.0K | 0.01% | −1,300−11.7% | Reduced |
| Vise Technologies, Inc. | 13,929 | $925.6K | 0.04% | +13,929 | New |
| Blair William & Co | 14,311 | $951.0K | 0.00% | +20.0% | Added |
| US Bancorp | 14,835 | $985.8K | 0.00% | −1,065−6.7% | Reduced |
| Bleakley Financial Group, LLC | 15,247 | $1.01M | 0.03% | +2,707+21.6% | Added |
| Victory Capital Management Inc | 15,323 | $1.02M | 0.00% | +15,323 | New |
| Walleye Capital LLC | 15,732 | $1.05M | 0.01% | +15,732 | New |
| CI Private Wealth, LLC | 15,745 | $1.05M | 0.00% | +338+2.2% | Added |
| AQR Capital Management LLC | 17,449 | $1.16M | 0.00% | +9,427+117.5% | Added |
| Tyler-Stone Wealth Management | 17,454 | $1.16M | 0.19% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 17,476 | $1.16M | 0.01% | +5,994+52.2% | Added |
| HBK Sorce Advisory LLC | 18,227 | $1.21M | 0.03% | +17+0.1% | Added |
| HighTower Advisors, LLC | 18,690 | $1.24M | 0.00% | −46−0.2% | Reduced |
| Truist Financial Corp | 19,196 | $1.28M | 0.00% | +324+1.7% | Added |
| Sequoia Financial Advisors, LLC | 19,318 | $1.28M | 0.01% | +8,065+71.7% | Added |
| Advisory Resource Group | 19,403 | $1.29M | 0.25% | −443−2.2% | Reduced |
| SEI Investments Co | 19,962 | $1.33M | 0.00% | +379+1.9% | Added |
| Hilltop National Bank | 20,239 | $1.34M | 0.35% | +20,239 | New |
| Kestra Advisory Services, LLC | 20,257 | $1.35M | 0.01% | +933+4.8% | Added |
| HAP Trading, LLC | 15,000 | $1.36M | 0.59% | −8,000−34.8% | Reduced |
| Captrust Financial Advisors | 20,493 | $1.36M | 0.00% | −7,313−26.3% | Reduced |
| Ameriprise Financial Inc | 15,930 | $1.36M | 0.00% | −8,728−35.4% | Reduced |
| Wetherby Asset Management Inc | 20,700 | $1.38M | 0.06% | +20,700 | New |
| ExodusPoint Capital Management, LP | 20,726 | $1.38M | 0.02% | +20,726 | New |
| The PNC Financial Services Group, Inc. | 21,378 | $1.42M | 0.00% | +3,080+16.8% | Added |
| Wells Fargo & Company | 21,878 | $1.45M | 0.00% | −1,197−5.2% | Reduced |
| Jane Street Group, LLC | 21,915 | $1.46M | 0.00% | +6,948+46.4% | Added |
| Mason & Associates Inc | 22,000 | $1.46M | 0.34% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,102 | $1.47M | 0.00% | +6,783+44.3% | Added |
| ASR Vermogensbeheer N.V. | 22,416 | $1.49M | 0.02% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 22,458 | $1.49M | 0.18% | −28,123−55.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,823 | $1.52M | 0.00% | −3,046−11.8% | Reduced |
| Intech Investment Management LLC | 23,762 | $1.58M | 0.01% | +6,336+36.4% | Added |
| Envestnet Asset Management Inc | 24,472 | $1.63M | 0.00% | +2,613+12.0% | Added |
| Prudential PLC | 24,619 | $1.64M | 0.01% | −3,032−11.0% | Reduced |
| Capital World Investors | 24,728 | $1.65M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,231 | $1.68M | 0.00% | +342+1.4% | Added |
| Aigen Investment Management, LP | 18,537 | $1.68M | 0.23% | −3,685−16.6% | Reduced |
| Principal Financial Group Inc | 25,533 | $1.70M | 0.00% | −1,000−3.8% | Reduced |
| Acadian Asset Management LLC | 26,300 | $1.74M | 0.00% | −74,700−74.0% | Reduced |
| Assenagon Asset Management S.A. | 26,488 | $1.76M | 0.00% | −1,094−4.0% | Reduced |
| Pathway Financial Advisers, LLC | 26,582 | $1.77M | 0.57% | −400−1.5% | Reduced |
| Barclays PLC | 26,633 | $1.77M | 0.00% | +8,369+45.8% | Added |
| Cidel Asset Management Inc | 27,066 | $1.80M | 0.11% | +366+1.4% | Added |
| Signaturefd, LLC | 27,701 | $1.84M | 0.03% | +829+3.1% | Added |
| M&G Plc | 28,740 | $1.92M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 29,186 | $1.94M | 0.07% | −4,371−13.0% | Reduced |
| M&T Bank Corp | 29,752 | $1.98M | 0.01% | −80.0% | Reduced |
| JustInvest LLC | 30,441 | $2.02M | 0.02% | +5,231+20.7% | Added |
| D. E. Shaw & Co., Inc. | 32,714 | $2.18M | 0.00% | +32,714 | New |
| V-Square Quantitative Management LLC | 24,866 | $2.25M | 0.30% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 34,297 | $2.28M | 0.03% | −2,400−6.5% | Reduced |
| PCJ Investment Counsel Ltd. | 34,290 | $2.28M | 0.78% | +34,290 | New |
| Cardinal Point Capital Management, ULC | 34,469 | $2.29M | 0.18% | −708−2.0% | Reduced |
| Cumberland Partners Ltd | 34,686 | $2.30M | 0.16% | +3,770+12.2% | Added |
| Quadrant Capital Group LLC | 34,918 | $2.32M | 0.08% | +1,087+3.2% | Added |
| Westerkirk Capital Inc. | 35,060 | $2.33M | 0.29% | +35,060 | New |
| Shell Asset Management Co | 36,672 | $2.44M | 0.08% | +19,600+114.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 37,446 | $2.49M | 0.07% | −698−1.8% | Reduced |
| Vident Advisory, LLC | 37,941 | $2.52M | 0.03% | +2,454+6.9% | Added |
| Metis Global Partners, LLC | 38,183 | $2.54M | 0.07% | +2,356+6.6% | Added |