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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 5 | $300 | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6 | $360 | 0.00% | −15,317−100.0% | Reduced |
| Bayforest Capital Ltd | 8 | $480 | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $481 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 12 | $720 | 0.00% | +12 | New |
| Private Wealth Asset Management, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $1.20K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 44 | $3.00K | 0.00% | +44 | New |
| HighMark Wealth Management LLC | 54 | $3.24K | 0.00% | +54 | New |
| Barrett & Company, Inc. | 94 | $5.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 107 | $6.40K | 0.00% | +1+0.9% | Added |
| Bangor Savings Bank | 122 | $7.32K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $7.32K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 135 | $8.11K | 0.00% | +135 | New |
| Financial Management Professionals, Inc. | 136 | $8.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 139 | $8.34K | 0.00% | +46+49.5% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | −220−59.5% | Reduced |
| Mather Group, LLC. | 151 | $9.04K | 0.00% | +151 | New |
| Cornerstone Planning Group LLC | 244 | $9.69K | 0.00% | −135−35.6% | Reduced |
| True Wealth Design, LLC | 164 | $9.85K | 0.00% | +164 | New |
| Washington Trust Advisors, Inc. | 165 | $9.90K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $11.1K | 0.00% | −57−23.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 187 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 205 | $11.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 215 | $12.9K | 0.00% | −40−15.7% | Reduced |
| Bell Investment Advisors, Inc | 220 | $13.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $13.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $14.5K | 0.00% | −150−38.4% | Reduced |
| Strategic Investment Solutions, Inc. | 246 | $14.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 268 | $16.1K | 0.00% | +104+63.4% | Added |
| Ancora Advisors, LLC | 283 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 289 | $17.3K | 0.01% | +21+7.8% | Added |
| Sofos Investments, Inc. | 317 | $19.0K | 0.00% | +317 | New |
| Dogwood Wealth Management LLC | 327 | $19.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 330 | $19.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 334 | $20.1K | 0.00% | −217−39.4% | Reduced |
| Umb Bank N A | 353 | $21.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 386 | $23.2K | 0.00% | −42−9.8% | Reduced |
| Duncker Streett & Co Inc | 414 | $24.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 456 | $27.4K | 0.00% | −440−49.1% | Reduced |
| WealthCollab, LLC | 460 | $27.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 497 | $29.9K | 0.00% | +68+15.9% | Added |
| AdvisorNet Financial, Inc | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $31.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $31.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 576 | $34.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 588 | $34.9K | 0.00% | +381+184.1% | Added |
| Asset Planning,Inc | 678 | $40.7K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $40.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 704 | $42.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $44.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 776 | $46.6K | 0.01% | +776 | New |
| Asset Dedication, LLC | 787 | $47.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $47.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 798 | $47.9K | 0.01% | −76−8.7% | Reduced |
| MCF Advisors LLC | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 801 | $48.2K | 0.01% | +223+38.6% | Added |
| Clean Yield Group | 925 | $55.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 953 | $57.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 991 | $59.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,026 | $61.6K | 0.01% | +1,026 | New |
| NBT Bank N A | 1,074 | $64.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,078 | $64.7K | 0.00% | +37+3.6% | Added |
| CoreCap Advisors, LLC | 1,091 | $65.5K | 0.00% | −300−21.6% | Reduced |
| Evelyn Partners Investment Management LLP | 1,091 | $65.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $67.5K | 0.00% | 00.0% | Unchanged |
| Tobam | 816 | $68.0K | 0.02% | +160+24.4% | Added |
| Central Trust Co | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,200 | $72.0K | 0.01% | +1,200 | New |
| Lowe Wealth Advisors, LLC | 1,279 | $76.8K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $77.5K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,295 | $77.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,302 | $78.1K | 0.00% | +186+16.7% | Added |
| Chung Wu Investment Group, LLC | 1,553 | $93.2K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,719 | $103.2K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,741 | $104.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,832 | $110.0K | 0.00% | −189−9.4% | Reduced |
| Assetmark, Inc | 1,850 | $111.1K | 0.00% | −23−1.2% | Reduced |
| Perkins Coie Trust Co | 1,871 | $112.3K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $114.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $114.0K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,981 | $119.0K | 0.00% | +1,686+571.5% | Added |
| Rhumbline Advisers | 2,057 | $123.5K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,490 | $125.2K | 0.00% | +821+49.2% | Added |
| EverSource Wealth Advisors, LLC | 2,106 | $126.4K | 0.01% | +372+21.5% | Added |
| Ronald Blue Trust, Inc. | 2,136 | $128.2K | 0.00% | −2,205−50.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,203 | $132.2K | 0.00% | −4,110−65.1% | Reduced |
| Massmutual Trust Co FSB | 2,268 | $136.1K | 0.00% | +35+1.6% | Added |
| Macquarie Group Ltd | 2,396 | $143.8K | 0.00% | −75,032−96.9% | Reduced |
| Rexford Capital Inc | 2,655 | $159.4K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,728 | $163.8K | 0.01% | +1,268+86.8% | Added |