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 |
|---|---|---|---|---|---|
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $269.7K | 0.12% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,058 | $269.7K | 0.02% | +4,058 | New |
| HighPoint Advisor Group LLC | 3,902 | $259.3K | 0.01% | −428−9.9% | Reduced |
| Northwest Bancshares, Inc. | 3,898 | $259.0K | 0.05% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,854 | $256.1K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $255.7K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,802 | $252.7K | 0.00% | +77+2.1% | Added |
| Well Done, LLC | 3,757 | $249.6K | 0.05% | +16+0.4% | Added |
| King Luther Capital Management Corp | 3,740 | $248.5K | 0.00% | −1,299−25.8% | Reduced |
| Merit Financial Group, LLC | 3,683 | $244.8K | 0.00% | +187+5.3% | Added |
| MML Investors Services, LLC | 3,654 | $243.0K | 0.00% | +19+0.5% | Added |
| Bayesian Capital Management, LP | 3,630 | $241.2K | 0.04% | +3,630 | New |
| Buckingham Strategic Partners | 3,608 | $239.6K | 0.00% | +3,608 | New |
| HB Wealth Management, LLC | 3,569 | $237.2K | 0.00% | +3,569 | New |
| Nilsine Partners, LLC | 3,563 | $236.8K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,500 | $232.4K | 0.00% | +3,500 | New |
| Asahi Life Asset Management Co., Ltd. | 3,450 | $229.1K | 0.13% | +3,450 | New |
| Mesirow Financial Investment Management, Inc. | 3,410 | $226.6K | 0.00% | +3,410 | New |
| Checchi Capital Advisers, LLC | 3,403 | $226.1K | 0.02% | −744−17.9% | Reduced |
| Arkadios Wealth Advisors | 3,361 | $223.3K | 0.01% | +3,361 | New |
| Intrust Bank NA | 3,308 | $219.8K | 0.02% | +3,308 | New |
| Steward Partners Investment Advisory, LLC | 3,305 | $219.6K | 0.00% | −98−2.9% | Reduced |
| 1st Source Bank | 3,253 | $216.2K | 0.01% | +3,253 | New |
| Sanctuary Advisors, LLC | 3,239 | $215.2K | 0.00% | +3,239 | New |
| Sagard Holdings Management Inc. | 3,221 | $214.3K | 0.60% | +3,221 | New |
| Axxcess Wealth Management, LLC | 3,216 | $213.7K | 0.01% | +3,216 | New |
| J.W. Cole Advisors, Inc. | 3,190 | $212.0K | 0.00% | +3,190 | New |
| Flaharty Asset Management, LLC | 3,188 | $211.8K | 0.03% | −423−11.7% | Reduced |
| McDonough Capital Management, Inc | 3,182 | $211.4K | 0.12% | +3,182 | New |
| J. L. Bainbridge & Co., Inc. | 3,148 | $209.2K | 0.02% | +3,148 | New |
| Wealthspire Advisors, LLC | 3,124 | $207.6K | 0.00% | +3,124 | New |
| We Are One Seven, LLC | 3,119 | $207.3K | 0.01% | +3,119 | New |
| Resources Investment Advisors, LLC. | 3,111 | $206.7K | 0.00% | +3,111 | New |
| Harbour Investments, Inc. | 3,103 | $206.2K | 0.01% | −207−6.3% | Reduced |
| Sivia Capital Partners, LLC | 3,063 | $203.5K | 0.07% | +3,063 | New |
| Bruce G. Allen Investments, LLC | 2,994 | $199.0K | 0.15% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,844 | $189.0K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 2,803 | $185.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,771 | $184.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,746 | $182.5K | 0.00% | −14−0.5% | Reduced |
| Rexford Capital Inc | 2,655 | $176.4K | 0.15% | +2,655 | New |
| Massmutual Trust Co FSB | 2,233 | $148.4K | 0.00% | +18+0.8% | Added |
| Rhumbline Advisers | 2,057 | $136.7K | 0.00% | −25−1.2% | Reduced |
| IFP Advisors, Inc | 2,021 | $134.3K | 0.00% | −66−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $126.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $126.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,873 | $124.5K | 0.00% | +1,454+347.0% | Added |
| Perkins Coie Trust Co | 1,871 | $124.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,741 | $115.7K | 0.02% | +74+4.4% | Added |
| EverSource Wealth Advisors, LLC | 1,734 | $115.2K | 0.01% | +692+66.4% | Added |
| Cromwell Holdings LLC | 1,719 | $114.2K | 0.07% | +475+38.2% | Added |
| Chung Wu Investment Group, LLC | 1,553 | $103.2K | 0.11% | +1,553 | New |
| Ameritas Advisory Services, LLC | 1,460 | $97.0K | 0.01% | +1,460 | New |
| Union Bancaire Privee, UBP SA | 1,669 | $94.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,391 | $92.4K | 0.00% | +600+75.9% | Added |
| Ryan Investment Management, Inc. | 1,358 | $90.2K | 0.06% | +1,358 | New |
| Birchbrook, Inc. | 1,295 | $86.1K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,279 | $85.0K | 0.03% | −263−17.1% | Reduced |
| Pacifica Partners Inc. | 1,288 | $85.0K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,282 | $83.9K | 0.04% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 1,116 | $74.2K | 0.00% | +834+295.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $73.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,091 | $72.6K | 0.00% | +162+17.4% | Added |
| NBT Bank N A | 1,074 | $71.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,041 | $69.2K | 0.00% | +598+135.0% | Added |
| City Holding Co | 1,000 | $66.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 991 | $65.9K | 0.00% | +5+0.5% | Added |
| Financial Gravity Companies, Inc. | 963 | $64.0K | 0.01% | +963 | New |
| Glen Eagle Advisors, LLC | 953 | $63.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 925 | $61.5K | 0.02% | +249+36.8% | Added |
| AlphaCore Capital LLC | 919 | $61.1K | 0.00% | +919 | New |
| MAI Capital Management | 896 | $59.5K | 0.00% | +492+121.8% | Added |
| State of Wyoming | 891 | $59.2K | 0.01% | −95−9.6% | Reduced |
| Tobam | 656 | $59.0K | 0.02% | +656 | New |
| Abound Wealth Management | 874 | $58.1K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 860 | $57.2K | 0.04% | +860 | New |
| MCF Advisors LLC | 800 | $53.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $53.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $53.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $52.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $49.7K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 721 | $47.9K | 0.04% | +102+16.5% | Added |
| Addison Advisors LLC | 704 | $46.8K | 0.01% | +231+48.8% | Added |
| BankPlus Trust Department | 681 | $45.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $45.1K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 650 | $43.2K | 0.01% | −417−39.1% | Reduced |
| Westside Investment Management, Inc. | 578 | $38.4K | 0.01% | +223+62.8% | Added |
| GAMMA Investing LLC | 576 | $38.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 551 | $36.6K | 0.00% | +551 | New |
| Mark Sheptoff Financial Planning, LLC | 530 | $35.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $34.7K | 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $33.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 491 | $32.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $30.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 429 | $28.5K | 0.00% | +243+130.6% | Added |
| Larson Financial Group LLC | 428 | $28.4K | 0.00% | +311+265.8% | Added |