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 |
|---|---|---|---|---|---|
| Rempart Asset Management Inc. | 4,035 | $242.4K | 0.04% | −1,100−21.4% | Reduced |
| Parallel Advisors, LLC | 4,031 | $242.0K | 0.00% | −94−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $240.0K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,970 | $238.3K | 0.01% | +68+1.7% | Added |
| 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 |
| Northwest Bancshares, Inc. | 3,898 | $234.0K | 0.04% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,895 | $233.8K | 0.08% | +41+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,857 | $231.5K | 0.00% | +55+1.4% | Added |
| Merit Financial Group, LLC | 3,833 | $230.0K | 0.00% | +150+4.1% | Added |
| HB Wealth Management, LLC | 3,777 | $226.7K | 0.00% | +208+5.8% | Added |
| Well Done, LLC | 3,771 | $226.4K | 0.04% | +14+0.4% | Added |
| Integrated Wealth Concepts LLC | 3,749 | $225.1K | 0.00% | +3,749 | New |
| AlphaCore Capital LLC | 3,743 | $224.7K | 0.01% | +2,824+307.3% | Added |
| We Are One Seven, LLC | 3,677 | $220.7K | 0.01% | +558+17.9% | Added |
| King Luther Capital Management Corp | 3,623 | $217.5K | 0.00% | −117−3.1% | Reduced |
| Nilsine Partners, LLC | 3,563 | $213.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,558 | $213.6K | 0.00% | +3,524+10,364.7% | Added |
| Checchi Capital Advisers, LLC | 3,403 | $204.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,381 | $203.0K | 0.00% | +278+9.0% | Added |
| Arkadios Wealth Advisors | 3,367 | $202.1K | 0.00% | +6+0.2% | Added |
| Resources Investment Advisors, LLC. | 3,357 | $201.5K | 0.00% | +246+7.9% | Added |
| Ascent Group, LLC | 3,337 | $200.3K | 0.01% | +3,337 | New |
| Hillsdale Investment Management Inc. | 3,332 | $200.0K | 0.01% | −417,806−99.2% | Reduced |
| Sagard Holdings Management Inc. | 3,221 | $193.3K | 0.97% | 00.0% | Unchanged |
| Huntington National Bank | 3,010 | $180.7K | 0.00% | +264+9.6% | Added |
| Bruce G. Allen Investments, LLC | 2,994 | $179.7K | 0.13% | 00.0% | Unchanged |
| Danske Bank A/S | 3,000 | $178.0K | 0.00% | +197+7.0% | Added |
| Versant Capital Management, Inc | 2,860 | $171.7K | 0.02% | −2,101−42.4% | Reduced |
| Independence Bank of Kentucky | 2,844 | $170.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,823 | $169.5K | 0.00% | −301−9.6% | Reduced |
| First Horizon Corp | 2,771 | $166.3K | 0.01% | +2,771 | New |
| Ameritas Advisory Services, LLC | 2,728 | $163.8K | 0.01% | +1,268+86.8% | Added |
| Rexford Capital Inc | 2,655 | $159.4K | 0.12% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,396 | $143.8K | 0.00% | −75,032−96.9% | Reduced |
| Massmutual Trust Co FSB | 2,268 | $136.1K | 0.00% | +35+1.6% | Added |
| CIBC Private Wealth Group, LLC | 2,203 | $132.2K | 0.00% | −4,110−65.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,136 | $128.2K | 0.00% | −2,205−50.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,106 | $126.4K | 0.01% | +372+21.5% | Added |
| Union Bancaire Privee, UBP SA | 2,490 | $125.2K | 0.00% | +821+49.2% | Added |
| Rhumbline Advisers | 2,057 | $123.5K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,981 | $119.0K | 0.00% | +1,686+571.5% | Added |
| Capital Advisors, Ltd. LLC | 1,903 | $114.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $114.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $112.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,850 | $111.1K | 0.00% | −23−1.2% | Reduced |
| IFP Advisors, Inc | 1,832 | $110.0K | 0.00% | −189−9.4% | Reduced |
| Princeton Global Asset Management LLC | 1,741 | $104.5K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,719 | $103.2K | 0.06% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,553 | $93.2K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,302 | $78.1K | 0.00% | +186+16.7% | Added |
| Birchbrook, Inc. | 1,295 | $77.7K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,288 | $77.5K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,279 | $76.8K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,200 | $72.0K | 0.01% | +1,200 | New |
| Tobam | 816 | $68.0K | 0.02% | +160+24.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $67.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,091 | $65.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,091 | $65.5K | 0.00% | −300−21.6% | Reduced |
| Allworth Financial LP | 1,078 | $64.7K | 0.00% | +37+3.6% | Added |
| NBT Bank N A | 1,074 | $64.5K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,026 | $61.6K | 0.01% | +1,026 | New |
| City Holding Co | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 991 | $59.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 953 | $57.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 925 | $55.5K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 801 | $48.2K | 0.01% | +223+38.6% | Added |
| MCF Advisors LLC | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 798 | $47.9K | 0.01% | −76−8.7% | Reduced |
| Private Wealth Management Group, LLC | 797 | $47.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $47.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 776 | $46.6K | 0.01% | +776 | New |
| Oakworth Capital, Inc. | 748 | $44.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 704 | $42.3K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $40.9K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $40.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 588 | $34.9K | 0.00% | +381+184.1% | Added |
| GAMMA Investing LLC | 576 | $34.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $31.8K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $31.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 497 | $29.9K | 0.00% | +68+15.9% | Added |
| WealthCollab, LLC | 460 | $27.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 456 | $27.4K | 0.00% | −440−49.1% | Reduced |
| Duncker Streett & Co Inc | 414 | $24.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 386 | $23.2K | 0.00% | −42−9.8% | Reduced |
| Umb Bank N A | 353 | $21.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 334 | $20.1K | 0.00% | −217−39.4% | Reduced |
| TruNorth Capital Management, LLC | 330 | $19.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $19.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 317 | $19.0K | 0.00% | +317 | New |
| Caitong International Asset Management Co., Ltd | 289 | $17.3K | 0.01% | +21+7.8% | Added |
| Ancora Advisors, LLC | 283 | $17.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 268 | $16.1K | 0.00% | +104+63.4% | Added |
| Strategic Investment Solutions, Inc. | 246 | $14.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $14.5K | 0.00% | −150−38.4% | Reduced |