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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 15,732 | $1.05M | 0.01% | +15,732 | New |
| Victory Capital Management Inc | 15,323 | $1.02M | 0.00% | +15,323 | New |
| Bleakley Financial Group, LLC | 15,247 | $1.01M | 0.03% | +2,707+21.6% | Added |
| US Bancorp | 14,835 | $985.8K | 0.00% | −1,065−6.7% | Reduced |
| Blair William & Co | 14,311 | $951.0K | 0.00% | +20.0% | Added |
| Vise Technologies, Inc. | 13,929 | $925.6K | 0.04% | +13,929 | New |
| UniSuper Management Pty Ltd | 9,800 | $888.0K | 0.01% | −1,300−11.7% | Reduced |
| Independent Advisor Alliance | 12,955 | $860.9K | 0.02% | −1,407−9.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,802 | $850.7K | 0.00% | +1,093+9.3% | Added |
| Old Port Advisors | 12,367 | $821.8K | 0.22% | +12,367 | New |
| Rathbone Brothers plc | 12,336 | $819.2K | 0.00% | −305−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,876 | $789.0K | 0.00% | −1,009−7.8% | Reduced |
| Verdence Capital Advisors LLC | 11,822 | $785.6K | 0.05% | −64−0.5% | Reduced |
| Pathstone Holdings, LLC | 11,218 | $745.4K | 0.00% | +265+2.4% | Added |
| Private Advisor Group, LLC | 10,870 | $722.3K | 0.00% | +5,796+114.2% | Added |
| Fifth Third Bancorp | 10,798 | $717.5K | 0.00% | +149+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 10,801 | $706.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,628 | $706.0K | 0.00% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 10,461 | $695.1K | 0.50% | +10,461 | New |
| Brown Advisory Inc | 10,357 | $688.2K | 0.00% | −147−1.4% | Reduced |
| Cigna Investments Inc | 10,335 | $686.0K | 0.12% | −268−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,444 | $683.0K | 0.00% | +224+2.2% | Added |
| Savant Capital, LLC | 9,933 | $660.0K | 0.00% | +3,127+45.9% | Added |
| Candriam Luxembourg S.C.A. | 9,937 | $659.9K | 0.00% | −4,567−31.5% | Reduced |
| Woodstock Corp | 9,647 | $641.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 9,369 | $622.6K | 0.01% | +9,369 | New |
| Jones Financial Companies LLLP | 9,220 | $607.9K | 0.00% | +1,124+13.9% | Added |
| Mercer Global Advisors Inc | 8,841 | $587.5K | 0.00% | +1,561+21.4% | Added |
| Syon Capital LLC | 8,807 | $585.2K | 0.04% | +355+4.2% | Added |
| Claret Asset Management Corp | 8,510 | $566.0K | 0.07% | −167−1.9% | Reduced |
| LGT Group Foundation | 8,493 | $565.5K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 8,400 | $558.0K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,389 | $557.4K | 0.01% | +600+7.7% | Added |
| Prime Capital Investment Advisors, LLC | 8,191 | $544.3K | 0.01% | +10.0% | Added |
| Am Investment Strategies LLC | 8,109 | $538.0K | 0.13% | +17+0.2% | Added |
| Millennium Management LLC | 8,060 | $535.9K | 0.00% | −49,879−86.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 7,966 | $529.0K | 0.15% | +252+3.3% | Added |
| Plan A Wealth LLC | 7,666 | $509.4K | 0.29% | +4,103+115.2% | Added |
| Diversify Advisory Services, LLC | 8,568 | $493.5K | 0.02% | +2,900+51.2% | Added |
| Evergreen Capital Management LLC | 7,105 | $472.1K | 0.01% | −313−4.2% | Reduced |
| TFB Advisors LLC | 7,000 | $465.1K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 6,952 | $462.0K | 0.25% | +61+0.9% | Added |
| Quilter Plc | 6,886 | $458.5K | 0.01% | −2,305−25.1% | Reduced |
| MONECO Advisors, LLC | 6,877 | $456.9K | 0.04% | +20.0% | Added |
| Regions Financial Corp | 6,721 | $446.6K | 0.00% | +1,479+28.2% | Added |
| denkapparat Operations GmbH | 6,700 | $446.1K | 0.36% | +6,700 | New |
| Parsons Capital Management Inc | 6,667 | $443.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,665 | $442.9K | 0.03% | −317−4.5% | Reduced |
| PDS Planning, Inc | 6,513 | $432.8K | 0.03% | +234+3.7% | Added |
| Beacon Pointe Advisors, LLC | 6,463 | $429.4K | 0.00% | −1,672−20.6% | Reduced |
| West Family Investments, Inc. | 6,455 | $428.9K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 6,420 | $427.0K | 0.00% | +1,396+27.8% | Added |
| BNP Paribas Arbitrage, SA | 6,408 | $425.8K | 0.00% | −27,663−81.2% | Reduced |
| Davidson Trust Co | 6,383 | $424.1K | 0.20% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,334 | $420.9K | 0.00% | −10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 6,313 | $419.3K | 0.00% | −6,594−51.1% | Reduced |
| Argent Trust Co | 6,260 | $416.0K | 0.02% | +803+14.7% | Added |
| PFG Investments, LLC | 6,245 | $415.0K | 0.02% | +124+2.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,229 | $413.6K | 0.00% | −7,129−53.4% | Reduced |
| Principal Street Partners, LLC | 6,056 | $402.4K | 0.04% | +6,056 | New |
| Alexander Labrunerie & Co., Inc. | 6,031 | $400.8K | 0.16% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,924 | $393.6K | 0.18% | +52+0.9% | Added |
| Balyasny Asset Management LLC | 5,897 | $392.3K | 0.00% | +5,897 | New |
| Running Point Capital Advisors, LLC | 5,901 | $392.1K | 0.11% | −36−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $386.1K | 0.01% | +35+0.6% | Added |
| Baader Bank INC | 5,790 | $385.6K | 0.03% | +5,790 | New |
| Vontobel Holding Ltd. | 5,749 | $382.8K | 0.00% | −40,178−87.5% | Reduced |
| St Germain D J Co Inc | 5,747 | $381.9K | 0.02% | +5,097+784.2% | Added |
| K.J. Harrison & Partners Inc | 5,699 | $378.5K | 0.06% | +1,109+24.2% | Added |
| Pinnacle Associates Ltd | 5,658 | $376.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 5,598 | $371.0K | 0.00% | +5,598 | New |
| Long Run Wealth Advisors, LLC | 5,556 | $369.2K | 0.08% | +47+0.9% | Added |
| Midwest Trust Co | 5,556 | $369.2K | 0.01% | +5,556 | New |
| Colony Group, LLC | 5,451 | $362.2K | 0.00% | +1,564+40.2% | Added |
| Smithfield Trust Co | 5,394 | $358.0K | 0.02% | −500−8.5% | Reduced |
| Atomi Financial Group, Inc. | 5,151 | $342.3K | 0.01% | +5,151 | New |
| Rempart Asset Management Inc. | 5,135 | $341.6K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,017 | $333.4K | 0.00% | +210+4.4% | Added |
| CVA Family Office, LLC | 5,000 | $332.3K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $332.0K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,985 | $331.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,961 | $329.7K | 0.05% | −111−2.2% | Reduced |
| First Affirmative Financial Network | 4,957 | $329.4K | 0.17% | −227−4.4% | Reduced |
| Fox Run Management, L.L.C. | 4,794 | $318.6K | 0.05% | +4,794 | New |
| Ritholtz Wealth Management | 4,777 | $317.5K | 0.01% | −23−0.5% | Reduced |
| Benjamin Edwards Inc | 4,542 | $301.8K | 0.00% | −510−10.1% | Reduced |
| Cozad Asset Management Inc | 4,383 | $291.3K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 4,379 | $291.0K | 0.08% | −216−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,341 | $288.5K | 0.00% | +904+26.3% | Added |
| Pathway Financial Advisors LLC | 4,339 | $288.3K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,318 | $286.9K | 0.01% | −47−1.1% | Reduced |
| Glenmede Investment Management, LP | 4,312 | $286.5K | 0.00% | +4,312 | New |
| NewEdge Wealth, LLC | 4,618 | $284.0K | 0.00% | −21−0.5% | Reduced |
| Villere St Denis J & Co LLC | 4,177 | $277.6K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,131 | $274.5K | 0.01% | −535−11.5% | Reduced |
| Parallel Advisors, LLC | 4,125 | $274.1K | 0.01% | +91+2.3% | Added |
| EP Wealth Advisors, LLC | 4,122 | $273.9K | 0.00% | +4,122 | New |
| Ballast, Inc. | 4,083 | $271.3K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,076 | $270.8K | 0.01% | +46+1.1% | Added |
| Natixis | 4,065 | $270.1K | 0.00% | −68,315−94.4% | Reduced |