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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 97,362 | $5.84M | 0.02% | +3,608+3.8% | Added |
| Waratah Capital Advisors Ltd. | 96,701 | $5.80M | 0.39% | −77,978−44.6% | Reduced |
| Oddo BHF Asset Management SAS | 65,116 | $5.44M | 0.21% | −10,100−13.4% | Reduced |
| Alliancebernstein L.P. | 88,892 | $5.34M | 0.00% | +42,869+93.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 88,827 | $5.33M | 0.02% | −143−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 87,248 | $5.25M | 0.03% | +14,980+20.7% | Added |
| Burney Co | 86,607 | $5.20M | 0.17% | −437−0.5% | Reduced |
| Quadrature Capital Ltd | 81,900 | $4.92M | 0.06% | −185,600−69.4% | Reduced |
| Creative Planning | 80,273 | $4.82M | 0.00% | +12,811+19.0% | Added |
| Cetera Investment Advisers | 80,219 | $4.82M | 0.01% | +15,849+24.6% | Added |
| Motco | 74,647 | $4.48M | 0.41% | −194−0.3% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.44M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 72,260 | $4.34M | 0.00% | +4,448+6.6% | Added |
| Meritage Portfolio Management | 72,242 | $4.34M | 0.29% | −1,361−1.8% | Reduced |
| Qube Research & Technologies Ltd | 69,605 | $4.18M | 0.01% | −44,329−38.9% | Reduced |
| Stifel Financial Corp | 68,336 | $4.10M | 0.00% | +1,661+2.5% | Added |
| Janus Henderson Group PLC | 65,811 | $3.95M | 0.00% | −1,800−2.7% | Reduced |
| Harvest Portfolios Group Inc. | 63,931 | $3.84M | 0.07% | +10,177+18.9% | Added |
| Utah Retirement Systems | 63,243 | $3.80M | 0.04% | −1,440−2.2% | Reduced |
| Jarislowsky, Fraser Ltd | 61,475 | $3.69M | 0.02% | +2,725+4.6% | Added |
| Maryland State Retirement & Pension System | 59,476 | $3.57M | 0.08% | +5,560+10.3% | Added |
| Generali Asset Management SPA SGR | 42,290 | $3.53M | 0.08% | +1,277+3.1% | Added |
| LPL Financial LLC | 58,236 | $3.50M | 0.00% | +3,588+6.6% | Added |
| Symphony Financial, Ltd. Co. | 58,762 | $3.50M | 0.43% | −3,715−5.9% | Reduced |
| Bessemer Group Inc | 54,809 | $3.29M | 0.01% | −28,641−34.3% | Reduced |
| Two Sigma Advisers, LP | 54,632 | $3.28M | 0.01% | −17,500−24.3% | Reduced |
| Renaissance Technologies LLC | 53,600 | $3.22M | 0.00% | −20,000−27.2% | Reduced |
| Commonwealth Equity Services, LLC | 53,336 | $3.20M | 0.00% | −3,407−6.0% | Reduced |
| Natixis Advisors, L.P. | 51,254 | $3.08M | 0.00% | −784−1.5% | Reduced |
| Ninepoint Partners LP | 48,580 | $2.92M | 0.40% | −73−0.2% | Reduced |
| Millennium Management LLC | 45,961 | $2.76M | 0.00% | +37,901+470.2% | Added |
| Avanza Fonder AB | 32,616 | $2.73M | 0.07% | 00.0% | Unchanged |
| PDT Partners, LLC | 44,016 | $2.64M | 0.17% | +44,016 | New |
| Public Employees Retirement System of Ohio | 43,943 | $2.64M | 0.01% | −551−1.2% | Reduced |
| Mariner, LLC | 43,309 | $2.60M | 0.00% | −6,823−13.6% | Reduced |
| Gold Investment Management Ltd. | 42,868 | $2.57M | 0.87% | +1,917+4.7% | Added |
| Kraematon Investment Advisors, Inc | 42,873 | $2.57M | 2.20% | +96+0.2% | Added |
| Gulf International Bank (UK) Ltd | 28,413 | $2.37M | 0.08% | −773−2.6% | Reduced |
| State Street Corp | 39,098 | $2.35M | 0.00% | −411−1.0% | Reduced |
| Achmea Investment Management B.V. | 38,975 | $2.34M | 0.03% | +38,975 | New |
| XTX Topco Ltd | 38,400 | $2.31M | 0.12% | +38,400 | New |
| Metis Global Partners, LLC | 37,279 | $2.24M | 0.05% | −904−2.4% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $2.12M | 0.05% | +35,254 | New |
| HAP Trading, LLC | 25,000 | $2.09M | 0.58% | +25,000 | New |
| Capital World Investors | 34,533 | $2.07M | 0.00% | +9,805+39.7% | Added |
| V-Square Quantitative Management LLC | 24,660 | $2.06M | 0.35% | −206−0.8% | Reduced |
| Quadrant Capital Group LLC | 33,432 | $2.01M | 0.07% | −1,486−4.3% | Reduced |
| Prudential PLC | 32,588 | $1.96M | 0.01% | +7,969+32.4% | Added |
| Cardinal Point Capital Management, ULC | 31,969 | $1.92M | 0.13% | −2,500−7.3% | Reduced |
| Westerkirk Capital Inc. | 31,260 | $1.88M | 0.21% | −3,800−10.8% | Reduced |
| M&T Bank Corp | 29,748 | $1.79M | 0.01% | −40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 28,630 | $1.72M | 0.05% | +28,630 | New |
| Wells Fargo & Company | 28,517 | $1.71M | 0.00% | +6,639+30.3% | Added |
| Cidel Asset Management Inc | 28,317 | $1.70M | 0.10% | +1,251+4.6% | Added |
| Erste Asset Management GmbH | 28,400 | $1.69M | 0.02% | −5,693−16.7% | Reduced |
| JustInvest LLC | 27,908 | $1.68M | 0.02% | −2,533−8.3% | Reduced |
| Signaturefd, LLC | 27,792 | $1.67M | 0.03% | +91+0.3% | Added |
| Assenagon Asset Management S.A. | 27,579 | $1.66M | 0.00% | +1,091+4.1% | Added |
| Barclays PLC | 26,756 | $1.61M | 0.00% | +123+0.5% | Added |
| Ensign Peak Advisors, Inc | 26,700 | $1.60M | 0.00% | −11,800−30.6% | Reduced |
| PCJ Investment Counsel Ltd. | 25,730 | $1.54M | 0.43% | −8,560−25.0% | Reduced |
| Cerity Partners LLC | 25,141 | $1.51M | 0.00% | −90−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 24,787 | $1.49M | 0.43% | −1,795−6.8% | Reduced |
| Balyasny Asset Management LLC | 24,143 | $1.45M | 0.00% | +18,246+309.4% | Added |
| HighTower Advisors, LLC | 24,031 | $1.44M | 0.00% | +5,341+28.6% | Added |
| Principal Financial Group Inc | 23,733 | $1.43M | 0.00% | −1,800−7.0% | Reduced |
| Shell Asset Management Co | 23,485 | $1.41M | 0.14% | −13,187−36.0% | Reduced |
| Advisor Group Holdings, Inc. | 23,444 | $1.38M | 0.00% | +1,342+6.1% | Added |
| ASR Vermogensbeheer N.V. | 22,784 | $1.37M | 0.02% | +368+1.6% | Added |
| The PNC Financial Services Group, Inc. | 22,089 | $1.33M | 0.00% | +711+3.3% | Added |
| Advisory Resource Group | 22,074 | $1.33M | 0.24% | +2,671+13.8% | Added |
| Mason & Associates Inc | 22,000 | $1.32M | 0.27% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21,825 | $1.31M | 0.00% | −998−4.4% | Reduced |
| Ameriprise Financial Inc | 15,886 | $1.25M | 0.00% | −44−0.3% | Reduced |
| Investment Management Corp of Ontario | 20,797 | $1.25M | 0.02% | −13,500−39.4% | Reduced |
| Intech Investment Management LLC | 20,536 | $1.23M | 0.01% | −3,226−13.6% | Reduced |
| Jane Street Group, LLC | 20,541 | $1.23M | 0.00% | −1,374−6.3% | Reduced |
| Captrust Financial Advisors | 20,495 | $1.23M | 0.00% | +20.0% | Added |
| Envestnet Asset Management Inc | 20,491 | $1.23M | 0.00% | −3,981−16.3% | Reduced |
| Wetherby Asset Management Inc | 20,259 | $1.22M | 0.05% | −441−2.1% | Reduced |
| Hilltop National Bank | 20,239 | $1.21M | 0.30% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,125 | $1.21M | 0.01% | −132−0.7% | Reduced |
| HBK Sorce Advisory LLC | 18,264 | $1.14M | 0.03% | +37+0.2% | Added |
| Brinker Capital Investments, LLC | 18,840 | $1.13M | 0.01% | +1,364+7.8% | Added |
| Old Port Advisors | 18,672 | $1.12M | 0.28% | +6,305+51.0% | Added |
| Sequoia Financial Advisors, LLC | 18,093 | $1.09M | 0.01% | −1,225−6.3% | Reduced |
| CI Private Wealth, LLC | 18,059 | $1.08M | 0.00% | +2,314+14.7% | Added |
| Bleakley Financial Group, LLC | 17,157 | $1.03M | 0.02% | +1,910+12.5% | Added |
| Verdence Capital Advisors LLC | 16,338 | $1.02M | 0.06% | +4,516+38.2% | Added |
| FJ Capital Management LLC | 16,324 | $979.9K | 0.11% | +16,324 | New |
| Cambridge Investment Research Advisors, Inc. | 16,308 | $979.0K | 0.00% | +4,432+37.3% | Added |
| Vident Advisory, LLC | 16,234 | $974.5K | 0.01% | −21,707−57.2% | Reduced |
| Ieq Capital, LLC | 14,558 | $873.9K | 0.00% | +9,541+190.2% | Added |
| Vise Technologies, Inc. | 14,536 | $872.6K | 0.03% | +607+4.4% | Added |
| Credit Agricole S A | 14,336 | $860.6K | 0.00% | +14,336 | New |
| Blair William & Co | 14,240 | $854.8K | 0.00% | −71−0.5% | Reduced |
| AQR Capital Management LLC | 14,183 | $851.4K | 0.00% | −3,266−18.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,025 | $841.9K | 0.00% | −197,450−93.4% | Reduced |
| UniSuper Management Pty Ltd | 9,800 | $819.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,554 | $813.6K | 0.00% | +7,146+111.5% | Added |