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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 414 | $27.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 392 | $26.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 391 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 370 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 353 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $23.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $21.9K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $20.3K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 295 | $19.6K | 0.00% | −455−60.7% | Reduced |
| Bryn Mawr Trust Co | 292 | $19.4K | 0.00% | −587−66.8% | Reduced |
| Ancora Advisors, LLC | 283 | $18.8K | 0.00% | +135+91.2% | Added |
| Caitong International Asset Management Co., Ltd | 268 | $17.8K | 0.01% | +268 | New |
| Zions Bancorporation, National Association | 255 | $16.9K | 0.00% | −1−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 246 | $16.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 242 | $16.1K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 239 | $15.9K | 0.00% | +239 | New |
| BFSG, LLC | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 207 | $13.6K | 0.00% | −124−37.5% | Reduced |
| Optiver Holding B.V. | 200 | $13.3K | 0.00% | +200 | New |
| Hughes Financial Services, LLC | 205 | $12.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $12.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 170 | $11.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 164 | $10.9K | 0.00% | +29+21.5% | Added |
| NewSquare Capital LLC | 137 | $9.10K | 0.00% | +124+953.8% | Added |
| Financial Management Professionals, Inc. | 136 | $9.04K | 0.00% | +121+806.7% | Added |
| Spire Wealth Management | 125 | $8.31K | 0.00% | +125 | New |
| Bangor Savings Bank | 122 | $8.11K | 0.00% | −78−39.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 137 | $7.89K | 0.00% | +137 | New |
| Sunbelt Securities, Inc. | 122 | $7.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $7.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $6.58K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $6.18K | 0.00% | +56+151.4% | Added |
| Skopos Labs, Inc. | 64 | $4.25K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 33 | $2.19K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $532 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 5 | $332 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $133 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 34 | – | – | +34 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −100,025−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −36,281−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,738−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −19,798−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,546−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,862−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,185−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,599−100.0% | Sold out |
| Heathbridge Capital Management Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Unigestion Holding SA | – | – | – | – | Not filed |
| JCIC Asset Management Inc. | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Grayhawk Investment Strategies Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |