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 |
|---|---|---|---|---|---|
| First Horizon Corp | 2,771 | $166.3K | 0.01% | +2,771 | New |
| Wealthspire Advisors, LLC | 2,823 | $169.5K | 0.00% | −301−9.6% | Reduced |
| Independence Bank of Kentucky | 2,844 | $170.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,860 | $171.7K | 0.02% | −2,101−42.4% | Reduced |
| Danske Bank A/S | 3,000 | $178.0K | 0.00% | +197+7.0% | Added |
| Bruce G. Allen Investments, LLC | 2,994 | $179.7K | 0.13% | 00.0% | Unchanged |
| Huntington National Bank | 3,010 | $180.7K | 0.00% | +264+9.6% | Added |
| Sagard Holdings Management Inc. | 3,221 | $193.3K | 0.97% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,332 | $200.0K | 0.01% | −417,806−99.2% | Reduced |
| Ascent Group, LLC | 3,337 | $200.3K | 0.01% | +3,337 | New |
| Resources Investment Advisors, LLC. | 3,357 | $201.5K | 0.00% | +246+7.9% | Added |
| Arkadios Wealth Advisors | 3,367 | $202.1K | 0.00% | +6+0.2% | Added |
| Harbour Investments, Inc. | 3,381 | $203.0K | 0.00% | +278+9.0% | Added |
| Checchi Capital Advisers, LLC | 3,403 | $204.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,558 | $213.6K | 0.00% | +3,524+10,364.7% | Added |
| Nilsine Partners, LLC | 3,563 | $213.9K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,623 | $217.5K | 0.00% | −117−3.1% | Reduced |
| We Are One Seven, LLC | 3,677 | $220.7K | 0.01% | +558+17.9% | Added |
| AlphaCore Capital LLC | 3,743 | $224.7K | 0.01% | +2,824+307.3% | Added |
| Integrated Wealth Concepts LLC | 3,749 | $225.1K | 0.00% | +3,749 | New |
| Well Done, LLC | 3,771 | $226.4K | 0.04% | +14+0.4% | Added |
| HB Wealth Management, LLC | 3,777 | $226.7K | 0.00% | +208+5.8% | Added |
| Merit Financial Group, LLC | 3,833 | $230.0K | 0.00% | +150+4.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,857 | $231.5K | 0.00% | +55+1.4% | Added |
| Canopy Partners, LLC | 3,895 | $233.8K | 0.08% | +41+1.1% | Added |
| Northwest Bancshares, Inc. | 3,898 | $234.0K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 3,981 | $238.0K | 0.00% | −1,617−28.9% | Reduced |
| Virtu Financial LLC | 3,971 | $238.0K | 0.01% | +3,971 | New |
| HighPoint Advisor Group LLC | 3,970 | $238.3K | 0.01% | +68+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $240.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,031 | $242.0K | 0.00% | −94−2.3% | Reduced |
| Rempart Asset Management Inc. | 4,035 | $242.4K | 0.04% | −1,100−21.4% | Reduced |
| State of Wyoming | 4,040 | $242.7K | 0.03% | +3,149+353.4% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,061 | $243.9K | 0.10% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,066 | $244.1K | 0.02% | +8+0.2% | Added |
| Ballast, Inc. | 4,083 | $245.1K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,106 | $246.5K | 0.01% | +30+0.7% | Added |
| Quantbot Technologies LP | 4,153 | $249.3K | 0.01% | +4,153 | New |
| Villere St Denis J & Co LLC | 4,177 | $250.7K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,081 | $251.7K | 0.00% | −537−11.6% | Reduced |
| Washington Trust Co | 4,233 | $254.1K | 0.01% | −85−2.0% | Reduced |
| Glenmede Investment Management, LP | 4,314 | $259.0K | 0.00% | +20.0% | Added |
| Rockefeller Capital Management L.P. | 4,317 | $259.2K | 0.00% | +4,317 | New |
| Pathway Financial Advisors LLC | 4,339 | $260.5K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 4,379 | $262.9K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,468 | $268.2K | 0.02% | +85+1.9% | Added |
| Squarepoint Ops LLC | 4,544 | $272.8K | 0.00% | +4,544 | New |
| Brighton Jones LLC | 4,544 | $272.8K | 0.01% | +413+10.0% | Added |
| Benjamin Edwards Inc | 4,568 | $274.2K | 0.00% | +26+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,617 | $277.2K | 0.01% | +4,617 | New |
| Susquehanna Fundamental Investments, LLC | 4,700 | $282.1K | 0.01% | −88,400−95.0% | Reduced |
| Private Advisor Group, LLC | 4,705 | $282.4K | 0.00% | −6,165−56.7% | Reduced |
| Jain Global LLC | 4,710 | $282.7K | 0.00% | +4,710 | New |
| SEI Investments Co | 4,728 | $283.7K | 0.00% | −15,234−76.3% | Reduced |
| Tacita Capital Inc | 4,734 | $284.5K | 0.17% | +3,874+450.5% | Added |
| Ritholtz Wealth Management | 4,745 | $284.9K | 0.01% | −32−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,876 | $292.7K | 0.00% | +1,571+47.5% | Added |
| First Affirmative Financial Network | 4,905 | $294.5K | 0.14% | −52−1.0% | Reduced |
| Louisbourg Investments Inc. | 4,967 | $298.2K | 0.07% | +4,317+664.2% | Added |
| Confluence Wealth Services, Inc. | 4,985 | $299.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $300.1K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,183 | $306.1K | 0.01% | +5,183 | New |
| Atomi Financial Group, Inc. | 5,157 | $309.6K | 0.01% | +6+0.1% | Added |
| Colony Group, LLC | 5,260 | $315.8K | 0.00% | −191−3.5% | Reduced |
| Vontobel Holding Ltd. | 5,300 | $318.2K | 0.00% | −449−7.8% | Reduced |
| Smithfield Trust Co | 5,394 | $324.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,483 | $329.1K | 0.00% | −175−3.1% | Reduced |
| Long Run Wealth Advisors, LLC | 5,602 | $336.3K | 0.07% | +46+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 5,632 | $338.1K | 0.01% | +2,222+65.2% | Added |
| K.J. Harrison & Partners Inc | 5,699 | $342.8K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,747 | $345.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,811 | $348.8K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,901 | $354.2K | 0.09% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,924 | $355.6K | 0.16% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 6,031 | $362.0K | 0.13% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,084 | $365.3K | 0.00% | −250−3.9% | Reduced |
| Argent Trust Co | 6,260 | $375.8K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 6,383 | $383.2K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,431 | $386.1K | 0.03% | −82−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,520 | $391.6K | 0.22% | +3,070+89.0% | Added |
| West Family Investments, Inc. | 6,542 | $392.7K | 0.09% | +87+1.3% | Added |
| Regions Financial Corp | 6,604 | $396.4K | 0.00% | −117−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,665 | $400.1K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $400.2K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,678 | $400.9K | 0.03% | −28,008−80.7% | Reduced |
| denkapparat Operations GmbH | 6,700 | $402.2K | 0.26% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,756 | $405.6K | 0.02% | +511+8.2% | Added |
| Evergreen Capital Management LLC | 6,831 | $410.1K | 0.01% | −274−3.9% | Reduced |
| Quilter Plc | 6,886 | $413.4K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,899 | $414.1K | 0.00% | −1,490−17.8% | Reduced |
| TFB Advisors LLC | 7,000 | $436.7K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,551 | $453.3K | 0.00% | −2,382−24.0% | Reduced |
| Advisory Services Network, LLC | 7,658 | $459.7K | 0.01% | +7,658 | New |
| Lester Murray Antman dba SimplyRich | 8,032 | $482.0K | 0.13% | +66+0.8% | Added |
| Am Investment Strategies LLC | 8,126 | $488.0K | 0.11% | +17+0.2% | Added |
| MQS Management LLC | 8,150 | $489.2K | 0.29% | +1,198+17.2% | Added |
| Toroso Investments, LLC | 8,161 | $489.9K | 0.00% | +8,161 | New |
| Prime Capital Investment Advisors, LLC | 8,245 | $494.9K | 0.01% | +54+0.7% | Added |
| Gotham Asset Management, LLC | 8,342 | $500.8K | 0.00% | +8,342 | New |
| Franklin Street Advisors Inc | 8,400 | $504.3K | 0.03% | 00.0% | Unchanged |