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, Q3 2025
Institutional positions in Sun Life Financial Inc as of Sep 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
- 432
- −6 vs. Q2 2025
- Shares held
- 251.2M
- −9.06M (−3.5%) vs. Q2 2025
- Total value
- $15.1B
- −$2.20B (−12.7%) vs. Q2 2025
- New holders
- 43
- 148 more added
- Sold out
- 49
- 141 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 50,380,557 | $3.02B | 0.54% | −1,192,430−2.3% | Reduced |
| Vanguard Group Inc | 25,349,312 | $1.52B | 0.02% | −72,899−0.3% | Reduced |
| TD Asset Management Inc | 15,721,499 | $944.3M | 0.77% | −75,017−0.5% | Reduced |
| 1832 Asset Management L.P. | 10,177,979 | $611.0M | 1.03% | +42,212+0.4% | Added |
| Bank of Montreal | 9,816,271 | $589.3M | 0.26% | −981,548−9.1% | Reduced |
| Mackenzie Financial Corp | 9,075,223 | $544.8M | 0.66% | −1,882,037−17.2% | Reduced |
| Manufacturers Life Insurance Company, The | 7,968,948 | $478.6M | 0.39% | −386,550−4.6% | Reduced |
| National Bank of Canada | 7,197,501 | $431.4M | 0.49% | +475,245+7.1% | Added |
| Toronto Dominion Bank | 5,782,091 | $347.0M | 0.67% | +43,057+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,648,981 | $338.2M | 1.33% | −656,327−10.4% | Reduced |
| FMR LLC | 5,367,671 | $322.3M | 0.02% | +653,436+13.9% | Added |
| Geode Capital Management, LLC | 5,182,568 | $317.3M | 0.02% | +556,893+12.0% | Added |
| CIBC World Markets Inc. | 5,017,368 | $301.2M | 0.62% | −130,428−2.5% | Reduced |
| Bank of Nova Scotia | 4,713,666 | $283.1M | 0.50% | −1,443,539−23.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,265,170 | $256.2M | 1.54% | −336,390−7.3% | Reduced |
| Legal & General Group Plc | 3,859,614 | $231.8M | 0.05% | +371,139+10.6% | Added |
| Canada Pension Plan Investment Board | 3,777,868 | $226.8M | 0.16% | +953,504+33.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,668,157 | $220.2M | 0.69% | −1,098,286−23.0% | Reduced |
| CIBC Asset Management Inc | 3,431,117 | $206.7M | 0.60% | −2,098,682−38.0% | Reduced |
| Scotia Capital Inc. | 3,303,733 | $197.7M | 0.84% | +196,675+6.3% | Added |
| Letko, Brosseau & Associates Inc | 3,195,004 | $191.9M | 3.30% | +446,210+16.2% | Added |
| JPMorgan Chase & Co | 2,733,974 | $164.1M | 0.01% | +243,323+9.8% | Added |
| Goldman Sachs Group Inc | 2,348,292 | $141.0M | 0.02% | −805,397−25.5% | Reduced |
| Morgan Stanley | 2,117,874 | $127.1M | 0.01% | −86,061−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,971,812 | $122.4M | 0.80% | +86,818+4.6% | Added |
| HSBC Holdings PLC | 1,953,362 | $117.3M | 0.07% | +153,275+8.5% | Added |
| Amundi | 1,659,650 | $101.5M | 0.03% | +55,672+3.5% | Added |
| Bank of America Corp | 1,655,746 | $99.4M | 0.01% | +186,108+12.7% | Added |
| Dimensional Fund Advisors LP | 1,639,801 | $98.4M | 0.02% | +23,102+1.4% | Added |
| Charles Schwab Investment Management Inc | 1,623,103 | $97.5M | 0.02% | −35,065−2.1% | Reduced |
| Swiss National Bank | 1,621,600 | $97.4M | 0.06% | −119,300−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,405,000 | $84.4M | 0.16% | +1,005,000+251.3% | Added |
| Invesco Ltd. | 1,358,131 | $81.5M | 0.01% | +114,697+9.2% | Added |
| Intact Investment Management Inc. | 1,270,947 | $76.3M | 2.31% | +882,070+226.8% | Added |
| Deutsche Bank AG | 1,178,262 | $70.7M | 0.02% | +5,607+0.5% | Added |
| Agf Management Ltd | 904,484 | $70.7M | 0.31% | −318,164−26.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,145,224 | $68.8M | 1.99% | +7,080+0.6% | Added |
| Value Partners Investments Inc. | 1,119,133 | $67.2M | 5.48% | +1,563+0.1% | Added |
| Alberta Investment Management Corp | 1,102,300 | $66.2M | 0.48% | −195,600−15.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $61.6M | 0.10% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,004,968 | $60.4M | 0.01% | −58,191−5.5% | Reduced |
| QV Investors Inc. | 1,002,763 | $60.2M | 5.21% | −191,936−16.1% | Reduced |
| MUFG Securities (Canada), Ltd. | 931,879 | $56.0M | 1.56% | −26,631−2.8% | Reduced |
| BlackRock, Inc. | 896,522 | $53.8M | 0.00% | −35,785−3.8% | Reduced |
| UBS Group AG | 781,506 | $46.9M | 0.01% | +88,839+12.8% | Added |
| Fiera Capital Corp | 753,868 | $45.3M | 0.15% | −21,528−2.8% | Reduced |
| British Columbia Investment Management Corp | 744,357 | $44.7M | 0.26% | −515,535−40.9% | Reduced |
| First Trust Advisors LP | 708,992 | $42.6M | 0.03% | +48,105+7.3% | Added |
| Todd Asset Management LLC | 671,520 | $40.3M | 0.82% | +36,204+5.7% | Added |
| Bank of New York Mellon Corp | 639,908 | $38.4M | 0.01% | +32,927+5.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 459,276 | $38.4M | 2.07% | +459,276 | New |
| Great West Life Assurance Co | 593,318 | $35.2M | 0.05% | −3,160−0.5% | Reduced |
| Allianz Asset Management GmbH | 573,653 | $34.5M | 0.04% | +34,346+6.4% | Added |
| Korea Investment CORP | 550,700 | $33.1M | 0.07% | +85,356+18.3% | Added |
| Russell Investments Group, Ltd. | 543,267 | $32.6M | 0.04% | −36,867−6.4% | Reduced |
| Aviva PLC | 541,889 | $32.5M | 0.06% | +64,386+13.5% | Added |
| Northwest & Ethical Investments L.P. | 538,663 | $32.3M | 0.76% | −131,453−19.6% | Reduced |
| Public Sector Pension Investment Board | 527,007 | $31.7M | 0.12% | −327,740−38.3% | Reduced |
| Northern Trust Corp | 500,775 | $30.1M | 0.00% | −560−0.1% | Reduced |
| Nearwater Capital Markets, Ltd | 490,000 | $29.4M | 0.39% | +490,000 | New |
| SIG North Trading, ULC | 476,312 | $28.6M | 4.40% | +393,599+475.9% | Added |
| Guardian Capital LP | 452,127 | $27.2M | 0.88% | +138,548+44.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 445,452 | $26.7M | 0.08% | −33,031−6.9% | Reduced |
| Jupiter Asset Management Ltd | 436,831 | $26.2M | 0.23% | −313,074−41.7% | Reduced |
| Neuberger Berman Group LLC | 427,849 | $25.7M | 0.02% | +50,092+13.3% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $24.2M | 0.18% | +31,000+8.3% | Added |
| Forsta Ap-Fonden | 395,800 | $23.8M | 0.14% | +64,600+19.5% | Added |
| Nuveen, LLC | 393,339 | $23.6M | 0.01% | −7,658−1.9% | Reduced |
| Citigroup Inc | 372,723 | $22.4M | 0.02% | +201,485+117.7% | Added |
| Nicola Wealth Management Ltd. | 356,800 | $21.4M | 1.91% | +79,500+28.7% | Added |
| State of Tennessee, Treasury Department | 328,552 | $19.7M | 0.07% | +1000.0% | Added |
| Van Eck Associates Corp | 317,594 | $19.1M | 0.02% | +62,863+24.7% | Added |
| Bridgewater Associates, LP | 316,445 | $19.0M | 0.07% | −11,257−3.4% | Reduced |
| Bank of Nova Scotia Trust Co | 312,076 | $18.7M | 1.74% | +1,929+0.6% | Added |
| Pictet Asset Management Holding SA | 303,734 | $18.2M | 0.02% | −7,338−2.4% | Reduced |
| Montrusco Bolton Investments Inc. | 302,549 | $18.2M | 0.21% | −65,818−17.9% | Reduced |
| APG Asset Management N.V. | 320,900 | $16.4M | 0.05% | +3,400+1.1% | Added |
| American Century Companies Inc | 252,939 | $15.2M | 0.01% | +44,045+21.1% | Added |
| AXA Investment Managers S.A. | 250,961 | $15.1M | 0.04% | +250,961 | New |
| Systematic Alpha Investments, LLC | 250,808 | $15.1M | 0.50% | 00.0% | Unchanged |
| Franklin Resources Inc | 226,272 | $13.6M | 0.00% | −74,463−24.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 216,645 | $13.0M | 0.08% | +3,100+1.5% | Added |
| Crossmark Global Holdings, Inc. | 210,730 | $12.7M | 0.19% | −3,044−1.4% | Reduced |
| MUFG Securities EMEA plc | 200,000 | $12.0M | 0.30% | +200,000 | New |
| D. E. Shaw & Co., Inc. | 185,840 | $11.2M | 0.01% | +153,126+468.1% | Added |
| Varma Mutual Pension Insurance Co | 183,564 | $11.0M | 0.07% | +14,700+8.7% | Added |
| Addenda Capital Inc. | 124,885 | $10.4M | 0.31% | +80+0.1% | Added |
| Sienna Gestion | 186,385 | $10.2M | 0.71% | 00.0% | Unchanged |
| Man Group plc | 159,177 | $9.56M | 0.02% | −18,957−10.6% | Reduced |
| Royal London Asset Management Ltd | 158,027 | $9.49M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 148,534 | $8.92M | 0.02% | −302,745−67.1% | Reduced |
| Guardian Partners Inc. | 146,586 | $8.84M | 0.75% | −4,339−2.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 136,639 | $8.20M | 0.38% | −26,077−16.0% | Reduced |
| Aviso Financial Inc. | 127,474 | $7.66M | 0.31% | −2,926−2.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 123,848 | $7.44M | 0.04% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 117,826 | $7.07M | 1.70% | +1,552+1.3% | Added |
| Two Sigma Investments, LP | 114,881 | $6.90M | 0.01% | −221,610−65.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,478 | $6.69M | 0.04% | +13,375+13.6% | Added |
| AustralianSuper Pty Ltd | 106,561 | $6.40M | 0.03% | −47,444−30.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 104,984 | $6.31M | 0.01% | −159,064−60.2% | Reduced |