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 |
|---|---|---|---|---|---|
| BFSG, LLC | 225 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $13.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 215 | $12.9K | 0.00% | −40−15.7% | Reduced |
| Hughes Financial Services, LLC | 205 | $11.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $11.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $11.1K | 0.00% | −57−23.6% | Reduced |
| Washington Trust Advisors, Inc. | 165 | $9.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 164 | $9.85K | 0.00% | +164 | New |
| Cornerstone Planning Group LLC | 244 | $9.69K | 0.00% | −135−35.6% | Reduced |
| Mather Group, LLC. | 151 | $9.04K | 0.00% | +151 | New |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | −220−59.5% | Reduced |
| Bare Financial Services, Inc | 139 | $8.34K | 0.00% | +46+49.5% | Added |
| Financial Management Professionals, Inc. | 136 | $8.16K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 135 | $8.11K | 0.00% | +135 | New |
| Bangor Savings Bank | 122 | $7.32K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $7.32K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 107 | $6.40K | 0.00% | +1+0.9% | Added |
| Key Financial Inc | 99 | $5.96K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 94 | $5.64K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $3.24K | 0.00% | +54 | New |
| Centerpoint Advisors, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $1.20K | 0.00% | +20 | New |
| Mascoma Wealth Management LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $720 | 0.00% | +12 | New |
| Kilter Group LLC | 8 | $481 | 0.00% | +8 | New |
| Bayforest Capital Ltd | 8 | $480 | 0.00% | +8 | New |
| Victory Capital Management Inc | 6 | $360 | 0.00% | −15,317−100.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $300 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,322,756−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −960,897−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −276,528−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −113,621−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −61,113−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −54,630−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −41,757−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −28,740−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,537−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −22,458−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,726−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,732−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −9,369−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −6,877−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −6,056−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| Midwest Trust Co | 0 | $0 | 0.00% | −5,556−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −3,308−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| McDonough Capital Management, Inc | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Ryan Investment Management, Inc. | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | – | – | – | – | Not filed |
| HAP Trading, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Stonebridge Capital Management Inc | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |