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 |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 8,507 | $510.7K | 0.26% | +841+11.0% | Added |
| LGT Group Foundation | 8,493 | $511.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,586 | $515.0K | 0.00% | +2,166+33.7% | Added |
| Natixis | 8,648 | $519.1K | 0.00% | +4,583+112.7% | Added |
| Diversify Advisory Services, LLC | 8,568 | $522.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,808 | $528.8K | 0.00% | +8,428+2,217.9% | Added |
| Claret Asset Management Corp | 8,981 | $539.0K | 0.06% | +471+5.5% | Added |
| Investment Research Partners LLC | 8,745 | $539.8K | 0.24% | +8,745 | New |
| Compagnie Lombard Odier SCmA | 9,174 | $551.0K | 0.01% | +9,174 | New |
| Graham Capital Management, L.P. | 9,565 | $574.2K | 0.02% | +9,565 | New |
| Candriam Luxembourg S.C.A. | 9,612 | $577.3K | 0.00% | −325−3.3% | Reduced |
| Woodstock Corp | 9,647 | $579.1K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,671 | $580.5K | 0.00% | +830+9.4% | Added |
| FIL Ltd | 9,883 | $593.5K | 0.00% | −298,609−96.8% | Reduced |
| Fifth Third Bancorp | 9,986 | $599.5K | 0.00% | −812−7.5% | Reduced |
| Cigna Investments Inc | 10,026 | $602.0K | 0.09% | −309−3.0% | Reduced |
| Brown Advisory Inc | 10,357 | $621.7K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,801 | $648.7K | 0.00% | +7,301+208.6% | Added |
| NorthCrest Asset Manangement, LLC | 10,801 | $657.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,991 | $659.7K | 0.00% | −227−2.0% | Reduced |
| Janney Montgomery Scott LLC | 11,008 | $661.0K | 0.00% | +380+3.6% | Added |
| Jones Financial Companies LLLP | 11,221 | $661.4K | 0.00% | +2,001+21.7% | Added |
| Syon Capital LLC | 12,056 | $723.7K | 0.04% | +3,249+36.9% | Added |
| Truist Financial Corp | 12,253 | $735.5K | 0.00% | −6,943−36.2% | Reduced |
| Financial & Tax Architects, LLC | 12,254 | $735.6K | 0.16% | +12,254 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,429 | $746.5K | 0.00% | +6,200+99.5% | Added |
| Rathbone Brothers plc | 12,715 | $763.7K | 0.00% | +379+3.1% | Added |
| Acadian Asset Management LLC | 12,835 | $770.0K | 0.00% | −13,465−51.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,694 | $772.2K | 0.00% | +2,250+21.5% | Added |
| Campbell & CO Investment Adviser LLC | 12,880 | $773.2K | 0.06% | +12,880 | New |
| Independent Advisor Alliance | 12,958 | $777.9K | 0.02% | +30.0% | Added |
| US Bancorp | 13,446 | $807.2K | 0.00% | −1,389−9.4% | Reduced |
| BNP Paribas Arbitrage, SA | 13,554 | $813.6K | 0.00% | +7,146+111.5% | Added |
| UniSuper Management Pty Ltd | 9,800 | $819.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,025 | $841.9K | 0.00% | −197,450−93.4% | Reduced |
| AQR Capital Management LLC | 14,183 | $851.4K | 0.00% | −3,266−18.7% | Reduced |
| Blair William & Co | 14,240 | $854.8K | 0.00% | −71−0.5% | Reduced |
| Credit Agricole S A | 14,336 | $860.6K | 0.00% | +14,336 | New |
| Vise Technologies, Inc. | 14,536 | $872.6K | 0.03% | +607+4.4% | Added |
| Ieq Capital, LLC | 14,558 | $873.9K | 0.00% | +9,541+190.2% | Added |
| Vident Advisory, LLC | 16,234 | $974.5K | 0.01% | −21,707−57.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,308 | $979.0K | 0.00% | +4,432+37.3% | Added |
| FJ Capital Management LLC | 16,324 | $979.9K | 0.11% | +16,324 | New |
| Verdence Capital Advisors LLC | 16,338 | $1.02M | 0.06% | +4,516+38.2% | Added |
| Bleakley Financial Group, LLC | 17,157 | $1.03M | 0.02% | +1,910+12.5% | Added |
| CI Private Wealth, LLC | 18,059 | $1.08M | 0.00% | +2,314+14.7% | Added |
| Sequoia Financial Advisors, LLC | 18,093 | $1.09M | 0.01% | −1,225−6.3% | Reduced |
| Old Port Advisors | 18,672 | $1.12M | 0.28% | +6,305+51.0% | Added |
| Brinker Capital Investments, LLC | 18,840 | $1.13M | 0.01% | +1,364+7.8% | Added |
| HBK Sorce Advisory LLC | 18,264 | $1.14M | 0.03% | +37+0.2% | Added |
| Kestra Advisory Services, LLC | 20,125 | $1.21M | 0.01% | −132−0.7% | Reduced |
| Hilltop National Bank | 20,239 | $1.21M | 0.30% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,259 | $1.22M | 0.05% | −441−2.1% | Reduced |
| Envestnet Asset Management Inc | 20,491 | $1.23M | 0.00% | −3,981−16.3% | Reduced |
| Captrust Financial Advisors | 20,495 | $1.23M | 0.00% | +20.0% | Added |
| Jane Street Group, LLC | 20,541 | $1.23M | 0.00% | −1,374−6.3% | Reduced |
| Intech Investment Management LLC | 20,536 | $1.23M | 0.01% | −3,226−13.6% | Reduced |
| Investment Management Corp of Ontario | 20,797 | $1.25M | 0.02% | −13,500−39.4% | Reduced |
| Ameriprise Financial Inc | 15,886 | $1.25M | 0.00% | −44−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,825 | $1.31M | 0.00% | −998−4.4% | Reduced |
| Mason & Associates Inc | 22,000 | $1.32M | 0.27% | 00.0% | Unchanged |
| Advisory Resource Group | 22,074 | $1.33M | 0.24% | +2,671+13.8% | Added |
| The PNC Financial Services Group, Inc. | 22,089 | $1.33M | 0.00% | +711+3.3% | Added |
| ASR Vermogensbeheer N.V. | 22,784 | $1.37M | 0.02% | +368+1.6% | Added |
| Advisor Group Holdings, Inc. | 23,444 | $1.38M | 0.00% | +1,342+6.1% | Added |
| Shell Asset Management Co | 23,485 | $1.41M | 0.14% | −13,187−36.0% | Reduced |
| Principal Financial Group Inc | 23,733 | $1.43M | 0.00% | −1,800−7.0% | Reduced |
| HighTower Advisors, LLC | 24,031 | $1.44M | 0.00% | +5,341+28.6% | Added |
| Balyasny Asset Management LLC | 24,143 | $1.45M | 0.00% | +18,246+309.4% | Added |
| Pathway Financial Advisers, LLC | 24,787 | $1.49M | 0.43% | −1,795−6.8% | Reduced |
| Cerity Partners LLC | 25,141 | $1.51M | 0.00% | −90−0.4% | Reduced |
| PCJ Investment Counsel Ltd. | 25,730 | $1.54M | 0.43% | −8,560−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 26,700 | $1.60M | 0.00% | −11,800−30.6% | Reduced |
| Barclays PLC | 26,756 | $1.61M | 0.00% | +123+0.5% | Added |
| Assenagon Asset Management S.A. | 27,579 | $1.66M | 0.00% | +1,091+4.1% | Added |
| Signaturefd, LLC | 27,792 | $1.67M | 0.03% | +91+0.3% | Added |
| JustInvest LLC | 27,908 | $1.68M | 0.02% | −2,533−8.3% | Reduced |
| Erste Asset Management GmbH | 28,400 | $1.69M | 0.02% | −5,693−16.7% | Reduced |
| Cidel Asset Management Inc | 28,317 | $1.70M | 0.10% | +1,251+4.6% | Added |
| Wells Fargo & Company | 28,517 | $1.71M | 0.00% | +6,639+30.3% | Added |
| Tower Research Capital LLC (TRC) | 28,630 | $1.72M | 0.05% | +28,630 | New |
| M&T Bank Corp | 29,748 | $1.79M | 0.01% | −40.0% | Reduced |
| Westerkirk Capital Inc. | 31,260 | $1.88M | 0.21% | −3,800−10.8% | Reduced |
| Cardinal Point Capital Management, ULC | 31,969 | $1.92M | 0.13% | −2,500−7.3% | Reduced |
| Prudential PLC | 32,588 | $1.96M | 0.01% | +7,969+32.4% | Added |
| Quadrant Capital Group LLC | 33,432 | $2.01M | 0.07% | −1,486−4.3% | Reduced |
| V-Square Quantitative Management LLC | 24,660 | $2.06M | 0.35% | −206−0.8% | Reduced |
| Capital World Investors | 34,533 | $2.07M | 0.00% | +9,805+39.7% | Added |
| HAP Trading, LLC | 25,000 | $2.09M | 0.58% | +25,000 | New |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $2.12M | 0.05% | +35,254 | New |
| Metis Global Partners, LLC | 37,279 | $2.24M | 0.05% | −904−2.4% | Reduced |
| XTX Topco Ltd | 38,400 | $2.31M | 0.12% | +38,400 | New |
| Achmea Investment Management B.V. | 38,975 | $2.34M | 0.03% | +38,975 | New |
| State Street Corp | 39,098 | $2.35M | 0.00% | −411−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 28,413 | $2.37M | 0.08% | −773−2.6% | Reduced |
| Kraematon Investment Advisors, Inc | 42,873 | $2.57M | 2.20% | +96+0.2% | Added |
| Gold Investment Management Ltd. | 42,868 | $2.57M | 0.87% | +1,917+4.7% | Added |
| Mariner, LLC | 43,309 | $2.60M | 0.00% | −6,823−13.6% | Reduced |
| Public Employees Retirement System of Ohio | 43,943 | $2.64M | 0.01% | −551−1.2% | Reduced |
| PDT Partners, LLC | 44,016 | $2.64M | 0.17% | +44,016 | New |