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Livermore
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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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ3 2025: 432 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ3 2025: $15.1B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp13,446$807.2K0.00%−1,389−9.4%Reduced
Independent Advisor Alliance12,958$777.9K0.02%+30.0%Added
Campbell & CO Investment Adviser LLC12,880$773.2K0.06%+12,880New
Wealth Enhancement Advisory Services, LLC12,694$772.2K0.00%+2,250+21.5%Added
Acadian Asset Management LLC12,835$770.0K0.00%−13,465−51.2%Reduced
Rathbone Brothers plc12,715$763.7K0.00%+379+3.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main12,429$746.5K0.00%+6,200+99.5%Added
Financial & Tax Architects, LLC12,254$735.6K0.16%+12,254New
Truist Financial Corp12,253$735.5K0.00%−6,943−36.2%Reduced
Syon Capital LLC12,056$723.7K0.04%+3,249+36.9%Added
Jones Financial Companies LLLP11,221$661.4K0.00%+2,001+21.7%Added
Janney Montgomery Scott LLC11,008$661.0K0.00%+380+3.6%Added
Pathstone Holdings, LLC10,991$659.7K0.00%−227−2.0%Reduced
NorthCrest Asset Manangement, LLC10,801$657.0K0.02%00.0%Unchanged
Prudential Financial Inc10,801$648.7K0.00%+7,301+208.6%Added
Brown Advisory Inc10,357$621.7K0.00%00.0%Unchanged
Cigna Investments Inc10,026$602.0K0.09%−309−3.0%Reduced
Fifth Third Bancorp9,986$599.5K0.00%−812−7.5%Reduced
FIL Ltd9,883$593.5K0.00%−298,609−96.8%Reduced
Mercer Global Advisors Inc9,671$580.5K0.00%+830+9.4%Added
Woodstock Corp9,647$579.1K0.05%00.0%Unchanged
Candriam Luxembourg S.C.A.9,612$577.3K0.00%−325−3.3%Reduced
Graham Capital Management, L.P.9,565$574.2K0.02%+9,565New
Compagnie Lombard Odier SCmA9,174$551.0K0.01%+9,174New
Investment Research Partners LLC8,745$539.8K0.24%+8,745New
Claret Asset Management Corp8,981$539.0K0.06%+471+5.5%Added
Lazard Asset Management LLC8,808$528.8K0.00%+8,428+2,217.9%Added
Diversify Advisory Services, LLC8,568$522.8K0.02%00.0%Unchanged
Natixis8,648$519.1K0.00%+4,583+112.7%Added
CWM, LLC8,586$515.0K0.00%+2,166+33.7%Added
LGT Group Foundation8,493$511.6K0.01%00.0%Unchanged
Plan A Wealth LLC8,507$510.7K0.26%+841+11.0%Added
Franklin Street Advisors Inc8,400$504.3K0.03%00.0%Unchanged
Gotham Asset Management, LLC8,342$500.8K0.00%+8,342New
Prime Capital Investment Advisors, LLC8,245$494.9K0.01%+54+0.7%Added
Toroso Investments, LLC8,161$489.9K0.00%+8,161New
MQS Management LLC8,150$489.2K0.29%+1,198+17.2%Added
Am Investment Strategies LLC8,126$488.0K0.11%+17+0.2%Added
Lester Murray Antman dba SimplyRich8,032$482.0K0.13%+66+0.8%Added
Advisory Services Network, LLC7,658$459.7K0.01%+7,658New
Savant Capital, LLC7,551$453.3K0.00%−2,382−24.0%Reduced
TFB Advisors LLC7,000$436.7K0.13%00.0%Unchanged
Yousif Capital Management, LLC6,899$414.1K0.00%−1,490−17.8%Reduced
Quilter Plc6,886$413.4K0.01%00.0%Unchanged
Evergreen Capital Management LLC6,831$410.1K0.01%−274−3.9%Reduced
PFG Investments, LLC6,756$405.6K0.02%+511+8.2%Added
denkapparat Operations GmbH6,700$402.2K0.26%00.0%Unchanged
Cumberland Partners Ltd6,678$400.9K0.03%−28,008−80.7%Reduced
Parsons Capital Management Inc6,667$400.2K0.02%00.0%Unchanged
Sound View Wealth Advisors Group, LLC6,665$400.1K0.03%00.0%Unchanged
Regions Financial Corp6,604$396.4K0.00%−117−1.7%Reduced
West Family Investments, Inc.6,542$392.7K0.09%+87+1.3%Added
Asahi Life Asset Management Co., Ltd.6,520$391.6K0.22%+3,070+89.0%Added
PDS Planning, Inc6,431$386.1K0.03%−82−1.3%Reduced
Davidson Trust Co6,383$383.2K0.16%00.0%Unchanged
Argent Trust Co6,260$375.8K0.01%00.0%Unchanged
Baird Financial Group, Inc.6,084$365.3K0.00%−250−3.9%Reduced
Alexander Labrunerie & Co., Inc.6,031$362.0K0.13%00.0%Unchanged
FreeGulliver LLC5,924$355.6K0.16%00.0%Unchanged
Running Point Capital Advisors, LLC5,901$354.2K0.09%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,811$348.8K0.01%00.0%Unchanged
St Germain D J Co Inc5,747$345.0K0.01%00.0%Unchanged
K.J. Harrison & Partners Inc5,699$342.8K0.05%00.0%Unchanged
Mesirow Financial Investment Management, Inc.5,632$338.1K0.01%+2,222+65.2%Added
Long Run Wealth Advisors, LLC5,602$336.3K0.07%+46+0.8%Added
Pinnacle Associates Ltd5,483$329.1K0.00%−175−3.1%Reduced
Smithfield Trust Co5,394$324.0K0.01%00.0%Unchanged
Vontobel Holding Ltd.5,300$318.2K0.00%−449−7.8%Reduced
Colony Group, LLC5,260$315.8K0.00%−191−3.5%Reduced
Atomi Financial Group, Inc.5,157$309.6K0.01%+6+0.1%Added
CAPROCK Group, Inc.5,183$306.1K0.01%+5,183New
CVA Family Office, LLC5,000$300.1K0.04%00.0%Unchanged
Confluence Wealth Services, Inc.4,985$299.3K0.01%00.0%Unchanged
Louisbourg Investments Inc.4,967$298.2K0.07%+4,317+664.2%Added
First Affirmative Financial Network4,905$294.5K0.14%−52−1.0%Reduced
Steward Partners Investment Advisory, LLC4,876$292.7K0.00%+1,571+47.5%Added
Ritholtz Wealth Management4,745$284.9K0.01%−32−0.7%Reduced
Tacita Capital Inc4,734$284.5K0.17%+3,874+450.5%Added
SEI Investments Co4,728$283.7K0.00%−15,234−76.3%Reduced
Jain Global LLC4,710$282.7K0.00%+4,710New
Private Advisor Group, LLC4,705$282.4K0.00%−6,165−56.7%Reduced
Susquehanna Fundamental Investments, LLC4,700$282.1K0.01%−88,400−95.0%Reduced
Y-Intercept (Hong Kong) Ltd4,617$277.2K0.01%+4,617New
Benjamin Edwards Inc4,568$274.2K0.00%+26+0.6%Added
Brighton Jones LLC4,544$272.8K0.01%+413+10.0%Added
Squarepoint Ops LLC4,544$272.8K0.00%+4,544New
Cozad Asset Management Inc4,468$268.2K0.02%+85+1.9%Added
Capital City Trust Co4,379$262.9K0.06%00.0%Unchanged
Pathway Financial Advisors LLC4,339$260.5K0.03%00.0%Unchanged
Rockefeller Capital Management L.P.4,317$259.2K0.00%+4,317New
Glenmede Investment Management, LP4,314$259.0K0.00%+20.0%Added
Washington Trust Co4,233$254.1K0.01%−85−2.0%Reduced
NewEdge Wealth, LLC4,081$251.7K0.00%−537−11.6%Reduced
Villere St Denis J & Co LLC4,177$250.7K0.02%00.0%Unchanged
Quantbot Technologies LP4,153$249.3K0.01%+4,153New
Grimes & Company, Inc.4,106$246.5K0.01%+30+0.7%Added
Ballast, Inc.4,083$245.1K0.06%00.0%Unchanged
Frank, Rimerman Advisors LLC4,066$244.1K0.02%+8+0.2%Added
Ewing Morris & Co. Investment Partners Ltd.4,061$243.9K0.10%00.0%Unchanged
State of Wyoming4,040$242.7K0.03%+3,149+353.4%Added