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 |
|---|---|---|---|---|---|
| Avanza Fonder AB | 32,616 | $2.73M | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 45,961 | $2.76M | 0.00% | +37,901+470.2% | Added |
| Ninepoint Partners LP | 48,580 | $2.92M | 0.40% | −73−0.2% | Reduced |
| Natixis Advisors, L.P. | 51,254 | $3.08M | 0.00% | −784−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 53,336 | $3.20M | 0.00% | −3,407−6.0% | Reduced |
| Renaissance Technologies LLC | 53,600 | $3.22M | 0.00% | −20,000−27.2% | Reduced |
| Two Sigma Advisers, LP | 54,632 | $3.28M | 0.01% | −17,500−24.3% | Reduced |
| Bessemer Group Inc | 54,809 | $3.29M | 0.01% | −28,641−34.3% | Reduced |
| Symphony Financial, Ltd. Co. | 58,762 | $3.50M | 0.43% | −3,715−5.9% | Reduced |
| LPL Financial LLC | 58,236 | $3.50M | 0.00% | +3,588+6.6% | Added |
| Generali Asset Management SPA SGR | 42,290 | $3.53M | 0.08% | +1,277+3.1% | Added |
| Maryland State Retirement & Pension System | 59,476 | $3.57M | 0.08% | +5,560+10.3% | Added |
| Jarislowsky, Fraser Ltd | 61,475 | $3.69M | 0.02% | +2,725+4.6% | Added |
| Utah Retirement Systems | 63,243 | $3.80M | 0.04% | −1,440−2.2% | Reduced |
| Harvest Portfolios Group Inc. | 63,931 | $3.84M | 0.07% | +10,177+18.9% | Added |
| Janus Henderson Group PLC | 65,811 | $3.95M | 0.00% | −1,800−2.7% | Reduced |
| Stifel Financial Corp | 68,336 | $4.10M | 0.00% | +1,661+2.5% | Added |
| Qube Research & Technologies Ltd | 69,605 | $4.18M | 0.01% | −44,329−38.9% | Reduced |
| Meritage Portfolio Management | 72,242 | $4.34M | 0.29% | −1,361−1.8% | Reduced |
| Raymond James Financial Inc | 72,260 | $4.34M | 0.00% | +4,448+6.6% | Added |
| USS Investment Management Ltd | 74,027 | $4.44M | 0.02% | 00.0% | Unchanged |
| Motco | 74,647 | $4.48M | 0.41% | −194−0.3% | Reduced |
| Cetera Investment Advisers | 80,219 | $4.82M | 0.01% | +15,849+24.6% | Added |
| Creative Planning | 80,273 | $4.82M | 0.00% | +12,811+19.0% | Added |
| Quadrature Capital Ltd | 81,900 | $4.92M | 0.06% | −185,600−69.4% | Reduced |
| Burney Co | 86,607 | $5.20M | 0.17% | −437−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 87,248 | $5.25M | 0.03% | +14,980+20.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,827 | $5.33M | 0.02% | −143−0.2% | Reduced |
| Alliancebernstein L.P. | 88,892 | $5.34M | 0.00% | +42,869+93.1% | Added |
| Oddo BHF Asset Management SAS | 65,116 | $5.44M | 0.21% | −10,100−13.4% | Reduced |
| Waratah Capital Advisors Ltd. | 96,701 | $5.80M | 0.39% | −77,978−44.6% | Reduced |
| Quantinno Capital Management LP | 97,362 | $5.84M | 0.02% | +3,608+3.8% | Added |
| Caisse de Depot Et Placement du Quebec | 104,984 | $6.31M | 0.01% | −159,064−60.2% | Reduced |
| AustralianSuper Pty Ltd | 106,561 | $6.40M | 0.03% | −47,444−30.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,478 | $6.69M | 0.04% | +13,375+13.6% | Added |
| Two Sigma Investments, LP | 114,881 | $6.90M | 0.01% | −221,610−65.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 117,826 | $7.07M | 1.70% | +1,552+1.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 123,848 | $7.44M | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 127,474 | $7.66M | 0.31% | −2,926−2.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 136,639 | $8.20M | 0.38% | −26,077−16.0% | Reduced |
| Guardian Partners Inc. | 146,586 | $8.84M | 0.75% | −4,339−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 148,534 | $8.92M | 0.02% | −302,745−67.1% | Reduced |
| Royal London Asset Management Ltd | 158,027 | $9.49M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 159,177 | $9.56M | 0.02% | −18,957−10.6% | Reduced |
| Sienna Gestion | 186,385 | $10.2M | 0.71% | 00.0% | Unchanged |
| Addenda Capital Inc. | 124,885 | $10.4M | 0.31% | +80+0.1% | Added |
| Varma Mutual Pension Insurance Co | 183,564 | $11.0M | 0.07% | +14,700+8.7% | Added |
| D. E. Shaw & Co., Inc. | 185,840 | $11.2M | 0.01% | +153,126+468.1% | Added |
| MUFG Securities EMEA plc | 200,000 | $12.0M | 0.30% | +200,000 | New |
| Crossmark Global Holdings, Inc. | 210,730 | $12.7M | 0.19% | −3,044−1.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 216,645 | $13.0M | 0.08% | +3,100+1.5% | Added |
| Franklin Resources Inc | 226,272 | $13.6M | 0.00% | −74,463−24.8% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $15.1M | 0.50% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 250,961 | $15.1M | 0.04% | +250,961 | New |
| American Century Companies Inc | 252,939 | $15.2M | 0.01% | +44,045+21.1% | Added |
| APG Asset Management N.V. | 320,900 | $16.4M | 0.05% | +3,400+1.1% | Added |
| Montrusco Bolton Investments Inc. | 302,549 | $18.2M | 0.21% | −65,818−17.9% | Reduced |
| Pictet Asset Management Holding SA | 303,734 | $18.2M | 0.02% | −7,338−2.4% | Reduced |
| Bank of Nova Scotia Trust Co | 312,076 | $18.7M | 1.74% | +1,929+0.6% | Added |
| Bridgewater Associates, LP | 316,445 | $19.0M | 0.07% | −11,257−3.4% | Reduced |
| Van Eck Associates Corp | 317,594 | $19.1M | 0.02% | +62,863+24.7% | Added |
| State of Tennessee, Treasury Department | 328,552 | $19.7M | 0.07% | +1000.0% | Added |
| Nicola Wealth Management Ltd. | 356,800 | $21.4M | 1.91% | +79,500+28.7% | Added |
| Citigroup Inc | 372,723 | $22.4M | 0.02% | +201,485+117.7% | Added |
| Nuveen, LLC | 393,339 | $23.6M | 0.01% | −7,658−1.9% | Reduced |
| Forsta Ap-Fonden | 395,800 | $23.8M | 0.14% | +64,600+19.5% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $24.2M | 0.18% | +31,000+8.3% | Added |
| Neuberger Berman Group LLC | 427,849 | $25.7M | 0.02% | +50,092+13.3% | Added |
| Jupiter Asset Management Ltd | 436,831 | $26.2M | 0.23% | −313,074−41.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 445,452 | $26.7M | 0.08% | −33,031−6.9% | Reduced |
| Guardian Capital LP | 452,127 | $27.2M | 0.88% | +138,548+44.2% | Added |
| SIG North Trading, ULC | 476,312 | $28.6M | 4.40% | +393,599+475.9% | Added |
| Nearwater Capital Markets, Ltd | 490,000 | $29.4M | 0.39% | +490,000 | New |
| Northern Trust Corp | 500,775 | $30.1M | 0.00% | −560−0.1% | Reduced |
| Public Sector Pension Investment Board | 527,007 | $31.7M | 0.12% | −327,740−38.3% | Reduced |
| Northwest & Ethical Investments L.P. | 538,663 | $32.3M | 0.76% | −131,453−19.6% | Reduced |
| Aviva PLC | 541,889 | $32.5M | 0.06% | +64,386+13.5% | Added |
| Russell Investments Group, Ltd. | 543,267 | $32.6M | 0.04% | −36,867−6.4% | Reduced |
| Korea Investment CORP | 550,700 | $33.1M | 0.07% | +85,356+18.3% | Added |
| Allianz Asset Management GmbH | 573,653 | $34.5M | 0.04% | +34,346+6.4% | Added |
| Great West Life Assurance Co | 593,318 | $35.2M | 0.05% | −3,160−0.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 459,276 | $38.4M | 2.07% | +459,276 | New |
| Bank of New York Mellon Corp | 639,908 | $38.4M | 0.01% | +32,927+5.4% | Added |
| Todd Asset Management LLC | 671,520 | $40.3M | 0.82% | +36,204+5.7% | Added |
| First Trust Advisors LP | 708,992 | $42.6M | 0.03% | +48,105+7.3% | Added |
| British Columbia Investment Management Corp | 744,357 | $44.7M | 0.26% | −515,535−40.9% | Reduced |
| Fiera Capital Corp | 753,868 | $45.3M | 0.15% | −21,528−2.8% | Reduced |
| UBS Group AG | 781,506 | $46.9M | 0.01% | +88,839+12.8% | Added |
| BlackRock, Inc. | 896,522 | $53.8M | 0.00% | −35,785−3.8% | Reduced |
| MUFG Securities (Canada), Ltd. | 931,879 | $56.0M | 1.56% | −26,631−2.8% | Reduced |
| QV Investors Inc. | 1,002,763 | $60.2M | 5.21% | −191,936−16.1% | Reduced |
| Wellington Management Group LLP | 1,004,968 | $60.4M | 0.01% | −58,191−5.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $61.6M | 0.10% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,102,300 | $66.2M | 0.48% | −195,600−15.1% | Reduced |
| Value Partners Investments Inc. | 1,119,133 | $67.2M | 5.48% | +1,563+0.1% | Added |
| Cardinal Capital Management, Inc. | 1,145,224 | $68.8M | 1.99% | +7,080+0.6% | Added |
| Agf Management Ltd | 904,484 | $70.7M | 0.31% | −318,164−26.0% | Reduced |
| Deutsche Bank AG | 1,178,262 | $70.7M | 0.02% | +5,607+0.5% | Added |
| Intact Investment Management Inc. | 1,270,947 | $76.3M | 2.31% | +882,070+226.8% | Added |
| Invesco Ltd. | 1,358,131 | $81.5M | 0.01% | +114,697+9.2% | Added |