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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 38,500 | $2.56M | 0.00% | −1,600−4.0% | Reduced |
| State Street Corp | 39,509 | $2.63M | 0.00% | −7,019−15.1% | Reduced |
| Gold Investment Management Ltd. | 40,951 | $2.72M | 1.03% | +245+0.6% | Added |
| Clearbridge Investments, LLC | 41,757 | $2.77M | 0.00% | −293−0.7% | Reduced |
| Kraematon Investment Advisors, Inc | 42,777 | $2.84M | 2.68% | −317−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 44,494 | $2.95M | 0.01% | −13,452−23.2% | Reduced |
| Avanza Fonder AB | 32,616 | $2.96M | 0.09% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 46,023 | $3.06M | 0.00% | +2,591+6.0% | Added |
| Ninepoint Partners LP | 48,653 | $3.23M | 0.63% | −14,272−22.7% | Reduced |
| Mariner, LLC | 50,132 | $3.33M | 0.00% | +10,946+27.9% | Added |
| Natixis Advisors, L.P. | 52,038 | $3.46M | 0.01% | +3,827+7.9% | Added |
| Harvest Portfolios Group Inc. | 53,754 | $3.58M | 0.08% | +554+1.0% | Added |
| Maryland State Retirement & Pension System | 53,916 | $3.59M | 0.08% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 54,630 | $3.63M | 0.66% | −15,400−22.0% | Reduced |
| LPL Financial LLC | 54,648 | $3.63M | 0.00% | +5,375+10.9% | Added |
| Generali Asset Management SPA SGR | 41,013 | $3.72M | 0.08% | −9,715−19.2% | Reduced |
| Commonwealth Equity Services, LLC | 56,743 | $3.77M | 0.00% | −1,253−2.2% | Reduced |
| Jarislowsky, Fraser Ltd | 58,750 | $3.90M | 0.02% | +195+0.3% | Added |
| Symphony Financial, Ltd. Co. | 62,477 | $4.04M | 0.53% | +62,477 | New |
| Ontario Teachers Pension Plan Board | 61,113 | $4.07M | 0.08% | +17,799+41.1% | Added |
| Erste Asset Management GmbH | 34,093 | $4.20M | 0.04% | +5,693+20.0% | Added |
| Cetera Investment Advisers | 64,370 | $4.28M | 0.01% | +1,514+2.4% | Added |
| Utah Retirement Systems | 64,683 | $4.30M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 66,675 | $4.43M | 0.00% | +117+0.2% | Added |
| Janus Henderson Group PLC | 67,611 | $4.48M | 0.00% | −7,087−9.5% | Reduced |
| Creative Planning | 67,462 | $4.48M | 0.00% | +7,306+12.1% | Added |
| Raymond James Financial Inc | 67,812 | $4.51M | 0.00% | +2,538+3.9% | Added |
| Motco | 74,841 | $4.57M | 0.44% | −2,367−3.1% | Reduced |
| Two Sigma Advisers, LP | 72,132 | $4.79M | 0.01% | −63,400−46.8% | Reduced |
| Swiss Life Asset Management Ltd | 72,268 | $4.81M | 0.03% | −1,728−2.3% | Reduced |
| Renaissance Technologies LLC | 73,600 | $4.89M | 0.01% | +40,700+123.7% | Added |
| Meritage Portfolio Management | 73,603 | $4.89M | 0.31% | −1,746−2.3% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.92M | 0.03% | 00.0% | Unchanged |
| SIG North Trading, ULC | 82,713 | $5.50M | 1.20% | −114,721−58.1% | Reduced |
| Bessemer Group Inc | 83,450 | $5.54M | 0.01% | +13,172+18.7% | Added |
| Burney Co | 87,044 | $5.78M | 0.20% | −100.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 88,970 | $5.91M | 0.03% | +8,945+11.2% | Added |
| Susquehanna Fundamental Investments, LLC | 93,100 | $6.19M | 0.17% | −44,500−32.3% | Reduced |
| Quantinno Capital Management LP | 93,754 | $6.23M | 0.03% | +12,599+15.5% | Added |
| O'Shaughnessy Asset Management, LLC | 98,103 | $6.53M | 0.04% | −4,949−4.8% | Reduced |
| Oddo BHF Asset Management SAS | 75,216 | $6.82M | 0.26% | −5,200−6.5% | Reduced |
| Macquarie Group Ltd | 77,428 | $6.96M | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 113,621 | $7.56M | 0.33% | +86,779+323.3% | Added |
| Qube Research & Technologies Ltd | 113,934 | $7.59M | 0.01% | −6,800−5.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 116,274 | $7.74M | 2.02% | +349+0.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 123,848 | $8.22M | 0.05% | −5,363−4.2% | Reduced |
| Aviso Financial Inc. | 130,400 | $8.68M | 0.39% | +16,182+14.2% | Added |
| Guardian Partners Inc. | 150,925 | $9.32M | 0.84% | −10,679−6.6% | Reduced |
| AustralianSuper Pty Ltd | 154,005 | $10.3M | 0.05% | −1,224−0.8% | Reduced |
| Royal London Asset Management Ltd | 158,027 | $10.5M | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 162,716 | $10.8M | 0.55% | +1,115+0.7% | Added |
| Varma Mutual Pension Insurance Co | 168,864 | $11.2M | 0.08% | +1,000+0.6% | Added |
| Sienna Gestion | 186,385 | $11.3M | 0.78% | +18,500+11.0% | Added |
| Addenda Capital Inc. | 124,805 | $11.3M | 0.41% | −844−0.7% | Reduced |
| Citigroup Inc | 171,238 | $11.4M | 0.01% | +17,139+11.1% | Added |
| Waratah Capital Advisors Ltd. | 174,679 | $11.6M | 0.79% | +21,433+14.0% | Added |
| Man Group plc | 178,134 | $11.8M | 0.03% | −245,423−57.9% | Reduced |
| American Century Companies Inc | 208,894 | $13.9M | 0.01% | +28,085+15.5% | Added |
| Arrowstreet Capital, Limited Partnership | 211,475 | $14.1M | 0.01% | +121,111+134.0% | Added |
| Mn Services Vermogensbeheer B.V. | 213,545 | $14.2M | 0.10% | +2,200+1.0% | Added |
| Crossmark Global Holdings, Inc. | 213,774 | $14.2M | 0.23% | +2,502+1.2% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $16.7M | 0.59% | 00.0% | Unchanged |
| Van Eck Associates Corp | 254,731 | $17.0M | 0.02% | +74,246+41.1% | Added |
| Caisse de Depot Et Placement du Quebec | 264,048 | $17.5M | 0.04% | −682,625−72.1% | Reduced |
| Quadrature Capital Ltd | 267,500 | $17.7M | 0.31% | +267,500 | New |
| APG Asset Management N.V. | 317,500 | $18.0M | 0.05% | +3,000+1.0% | Added |
| AXA S.A. | 276,528 | $18.4M | 0.05% | −112,524−28.9% | Reduced |
| Nicola Wealth Management Ltd. | 277,300 | $18.4M | 1.73% | +103,100+59.2% | Added |
| Franklin Resources Inc | 300,735 | $20.0M | 0.01% | +10,755+3.7% | Added |
| FIL Ltd | 308,492 | $20.5M | 0.02% | −162,706−34.5% | Reduced |
| Bank of Nova Scotia Trust Co | 310,147 | $20.6M | 2.03% | +6,424+2.1% | Added |
| Pictet Asset Management Holding SA | 311,072 | $20.7M | 0.02% | −7,992−2.5% | Reduced |
| Guardian Capital LP | 313,579 | $20.8M | 0.74% | +10,766+3.6% | Added |
| Bridgewater Associates, LP | 327,702 | $21.8M | 0.09% | −74,393−18.5% | Reduced |
| State of Tennessee, Treasury Department | 328,452 | $21.8M | 0.08% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 331,200 | $22.0M | 0.14% | +50,000+17.8% | Added |
| Two Sigma Investments, LP | 336,491 | $22.4M | 0.04% | +220,810+190.9% | Added |
| Montrusco Bolton Investments Inc. | 368,367 | $24.5M | 0.27% | +16,217+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 372,750 | $24.8M | 0.20% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 377,757 | $25.1M | 0.02% | +1,193+0.3% | Added |
| Intact Investment Management Inc. | 388,877 | $25.9M | 0.88% | −919,940−70.3% | Reduced |
| Nuveen, LLC | 400,997 | $26.6M | 0.01% | −3,288−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 400,000 | $26.6M | 0.05% | +400,000 | New |
| Hillsdale Investment Management Inc. | 421,138 | $28.0M | 1.04% | +353,839+525.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 451,279 | $30.0M | 0.07% | +6,870+1.5% | Added |
| Korea Investment CORP | 465,344 | $30.9M | 0.07% | −19,224−4.0% | Reduced |
| Aviva PLC | 477,503 | $31.8M | 0.07% | −515,947−51.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 478,483 | $31.8M | 0.10% | +37,310+8.5% | Added |
| Northern Trust Corp | 501,335 | $33.3M | 0.00% | −21,417−4.1% | Reduced |
| Allianz Asset Management GmbH | 539,307 | $35.8M | 0.05% | −201,084−27.2% | Reduced |
| Russell Investments Group, Ltd. | 580,134 | $38.5M | 0.05% | −8,469−1.4% | Reduced |
| Great West Life Assurance Co | 596,478 | $39.5M | 0.06% | −123,479−17.2% | Reduced |
| Bank of New York Mellon Corp | 606,981 | $40.3M | 0.01% | +15,671+2.7% | Added |
| Todd Asset Management LLC | 635,316 | $42.2M | 0.91% | +7,314+1.2% | Added |
| First Trust Advisors LP | 660,887 | $43.9M | 0.04% | −140,621−17.5% | Reduced |
| Northwest & Ethical Investments L.P. | 670,116 | $44.6M | 1.11% | −65,650−8.9% | Reduced |
| UBS Group AG | 692,667 | $46.0M | 0.01% | +112,514+19.4% | Added |
| Jupiter Asset Management Ltd | 749,905 | $49.8M | 0.42% | −140,775−15.8% | Reduced |
| Fiera Capital Corp | 775,396 | $51.6M | 0.17% | −79,956−9.3% | Reduced |
| Public Sector Pension Investment Board | 854,747 | $56.8M | 0.24% | +799,300+1,441.6% | Added |