Skip to main content

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.

Other share classesSLFIFSLFQFSUNFF

Q3 2025 vs. Q2 2025

How the institutions holding Sun Life Financial Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SLF: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4479432−6
Shares265.8M5.55M251.2M−9.06M (−3.5%)
Value$17.7B$369.6M$15.1B−$2.20B (−12.7%)

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Sun Life Financial Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SLF in Q3 2025
InstitutionSharesValue% of portfolio
Kepler Cheuvreux (Suisse) SA459,276$38.4M2.07%
Nearwater Capital Markets, Ltd490,000$29.4M0.39%
AXA Investment Managers S.A.250,961$15.1M0.04%
MUFG Securities EMEA plc200,000$12.0M0.30%
PDT Partners, LLC44,016$2.64M0.17%
Achmea Investment Management B.V.38,975$2.34M0.03%
XTX Topco Ltd38,400$2.31M0.12%
Munich Reinsurance Co Stock Corp in Munich35,254$2.12M0.05%
HAP Trading, LLC25,000$2.09M0.58%
Tower Research Capital LLC (TRC)28,630$1.72M0.05%
FJ Capital Management LLC16,324$979.9K0.11%
Credit Agricole S A14,336$860.6K0.00%
Campbell & CO Investment Adviser LLC12,880$773.2K0.06%
Financial & Tax Architects, LLC12,254$735.6K0.16%
Graham Capital Management, L.P.9,565$574.2K0.02%
Compagnie Lombard Odier SCmA9,174$551.0K0.01%
Investment Research Partners LLC8,745$539.8K0.24%
Gotham Asset Management, LLC8,342$500.8K0.00%
Toroso Investments, LLC8,161$489.9K0.00%
Advisory Services Network, LLC7,658$459.7K0.01%
CAPROCK Group, Inc.5,183$306.1K0.01%
Jain Global LLC4,710$282.7K0.00%
Y-Intercept (Hong Kong) Ltd4,617$277.2K0.01%
Squarepoint Ops LLC4,544$272.8K0.00%
Rockefeller Capital Management L.P.4,317$259.2K0.00%
Quantbot Technologies LP4,153$249.3K0.01%
Virtu Financial LLC3,971$238.0K0.01%
Integrated Wealth Concepts LLC3,749$225.1K0.00%
Ascent Group, LLC3,337$200.3K0.01%
First Horizon Corp2,771$166.3K0.01%
Financial Consulate, Inc1,200$72.0K0.01%
Grey Fox Wealth Advisors, LLC1,026$61.6K0.01%
Evelyn Partners Investment Management Services Ltd776$46.6K0.01%
Sofos Investments, Inc.317$19.0K0.00%
True Wealth Design, LLC164$9.85K0.00%
Mather Group, LLC.151$9.04K0.00%
JCIC Asset Management Inc.135$8.11K0.00%
HighMark Wealth Management LLC54$3.24K0.00%
Centerpoint Advisors, LLC44$3.00K0.00%
Creative Financial Designs Inc20$1.20K0.00%
Stone House Investment Management, LLC12$7200.00%
Kilter Group LLC8$4810.00%
Bayforest Capital Ltd8$4800.00%

Sold out (49)

Institutions that held Sun Life Financial Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SLF in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Picton Mahoney Asset Management1,322,756$87.7M
UBS Asset Management Americas Inc960,897$63.9M
AXA S.A.276,528$18.4M
Lighthouse Investment Partners, LLC113,621$7.56M
Ontario Teachers Pension Plan Board61,113$4.07M
Triasima Portfolio Management inc.54,630$3.63M
Clearbridge Investments, LLC41,757$2.77M
M&G Plc28,740$1.92M
Aigen Investment Management, LP18,537$1.68M
Gluskin Sheff & Assoc Inc22,458$1.49M
ExodusPoint Capital Management, LP20,726$1.38M
Walleye Capital LLC15,732$1.05M
Uhlmann Price Securities, LLC10,461$695.1K
Shelton Capital Management9,369$622.6K
MONECO Advisors, LLC6,877$456.9K
Beacon Pointe Advisors, LLC6,463$429.4K
Principal Street Partners, LLC6,056$402.4K
Baader Bank INC5,790$385.6K
Midwest Trust Co5,556$369.2K
Fox Run Management, L.L.C.4,794$318.6K
MML Investors Services, LLC3,654$243.0K
Bayesian Capital Management, LP3,630$241.2K
Buckingham Strategic Partners3,608$239.6K
Intrust Bank NA3,308$219.8K
1st Source Bank3,253$216.2K
Sanctuary Advisors, LLC3,239$215.2K
Axxcess Wealth Management, LLC3,216$213.7K
J.W. Cole Advisors, Inc.3,190$212.0K
Flaharty Asset Management, LLC3,188$211.8K
McDonough Capital Management, Inc3,182$211.4K
J. L. Bainbridge & Co., Inc.3,148$209.2K
Sivia Capital Partners, LLC3,063$203.5K
Ryan Investment Management, Inc.1,358$90.2K
Ameriflex Group, Inc.1,282$83.9K
Ridgewood Investments LLC800$53.2K
Investment Management Corp721$47.9K
Atticus Wealth Management, LLC491$32.6K
TFC Financial Management392$26.0K
Bryn Mawr Trust Co292$19.4K
Maseco LLP239$15.9K
Optiver Holding B.V.200$13.3K
HM Payson & Co170$11.3K
NewSquare Capital LLC137$9.10K
Spire Wealth Management125$8.31K
Twin Peaks Wealth Advisors, LLC137$7.89K
Skopos Labs, Inc.64$4.25K
Sierra Ocean, LLC33$2.19K
UMA Financial Services, Inc.8$532
High Note Wealth, LLC2$133

Not filed for Q3 2025 yet (9)

Institutions that held Sun Life Financial Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank5,450,205$362.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH37,446$2.49M
HAP Trading, LLC15,000$1.36M
Tyler-Stone Wealth Management17,454$1.16M
Avantax Advisory Services, Inc.12,802$850.7K
Stonebridge Capital Management Inc5,000$332.0K
EP Wealth Advisors, LLC4,122$273.9K
First Horizon Advisors, Inc.2,771$184.1K
Financial Gravity Companies, Inc.963$64.0K