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, Q4 2025
Institutional positions in Sun Life Financial Inc as of Dec 31, 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
- 440
- +17 vs. Q3 2025
- Shares held
- 251.0M
- +163.1K (+0.1%) vs. Q3 2025
- Total value
- $15.8B
- +$652.8M (+4.3%) vs. Q3 2025
- New holders
- 55
- 146 more added
- Sold out
- 38
- 142 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $15.3B |
| Q2 2025 | 447 | $21.1B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $17.2B |
| Q3 2024 | 422 | $16.1B |
| Q2 2024 | 396 | $13.4B |
| Q1 2024 | 419 | $15.5B |
| Q4 2023 | 398 | $14.7B |
| Q3 2023 | 379 | $13.4B |
| Q2 2023 | 382 | $14.7B |
| Q1 2023 | 381 | $13.1B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.1B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.9B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 45,298,133 | $2.83B | 0.50% | −5,082,424−10.1% | Reduced |
| Vanguard Group Inc | 25,884,084 | $1.62B | 0.02% | +534,772+2.1% | Added |
| TD Asset Management Inc | 15,344,924 | $959.1M | 0.77% | −376,575−2.4% | Reduced |
| Bank of Montreal | 10,333,278 | $645.1M | 0.26% | +517,007+5.3% | Added |
| 1832 Asset Management L.P. | 10,208,238 | $637.0M | 0.81% | +30,259+0.3% | Added |
| Manufacturers Life Insurance Company, The | 7,651,567 | $478.6M | 0.39% | −317,381−4.0% | Reduced |
| CIBC World Markets Inc. | 6,698,719 | $418.2M | 0.75% | +1,681,351+33.5% | Added |
| Norges Bank | 6,376,216 | $398.0M | 0.04% | +6,376,216 | New |
| National Bank of Canada | 6,318,169 | $393.8M | 0.40% | −879,332−12.2% | Reduced |
| Toronto Dominion Bank | 6,241,385 | $389.6M | 0.69% | +459,294+7.9% | Added |
| Mackenzie Financial Corp | 6,208,589 | $388.3M | 0.46% | −2,866,634−31.6% | Reduced |
| Bank of Nova Scotia | 5,991,249 | $374.0M | 0.55% | +1,277,583+27.1% | Added |
| Geode Capital Management, LLC | 5,529,609 | $353.2M | 0.02% | +347,041+6.7% | Added |
| Federation des caisses Desjardins du Quebec | 5,574,031 | $347.8M | 1.33% | −74,950−1.3% | Reduced |
| FMR LLC | 5,373,177 | $335.4M | 0.02% | +5,506+0.1% | Added |
| Canada Pension Plan Investment Board | 4,980,720 | $310.9M | 0.21% | +1,202,852+31.8% | Added |
| Morgan Stanley | 3,952,646 | $246.6M | 0.01% | +1,834,772+86.6% | Added |
| Legal & General Group Plc | 3,896,312 | $243.5M | 0.05% | +36,698+1.0% | Added |
| Scotia Capital Inc. | 3,274,447 | $204.2M | 0.82% | −29,286−0.9% | Reduced |
| Letko, Brosseau & Associates Inc | 3,208,223 | $200.5M | 3.28% | +13,219+0.4% | Added |
| Beutel, Goodman & Co Ltd. | 3,173,364 | $198.4M | 1.22% | −1,091,806−25.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,748,278 | $171.5M | 0.45% | −919,879−25.1% | Reduced |
| JPMorgan Chase & Co | 2,589,180 | $161.6M | 0.01% | −144,794−5.3% | Reduced |
| Wellington Management Group LLP | 2,245,209 | $140.3M | 0.02% | +1,240,241+123.4% | Added |
| TD Waterhouse Canada Inc. | 2,187,623 | $136.4M | 0.85% | +215,811+10.9% | Added |
| Intact Investment Management Inc. | 2,012,083 | $125.6M | 3.61% | +741,136+58.3% | Added |
| Charles Schwab Investment Management Inc | 1,695,074 | $106.0M | 0.02% | +71,971+4.4% | Added |
| Dimensional Fund Advisors LP | 1,638,603 | $102.3M | 0.02% | −1,198−0.1% | Reduced |
| Bank of America Corp | 1,604,088 | $100.1M | 0.01% | −51,658−3.1% | Reduced |
| Goldman Sachs Group Inc | 1,574,645 | $98.3M | 0.01% | −773,647−32.9% | Reduced |
| Swiss National Bank | 1,485,600 | $92.9M | 0.06% | −136,000−8.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,074,314 | $92.0M | 2.07% | −70,910−6.2% | Reduced |
| Invesco Ltd. | 1,383,327 | $86.3M | 0.01% | +25,196+1.9% | Added |
| CIBC Asset Management Inc | 1,345,239 | $84.0M | 0.20% | −2,085,878−60.8% | Reduced |
| Amundi | 1,232,137 | $76.9M | 0.02% | −427,513−25.8% | Reduced |
| BCV Asset Management Inc. | 867,770 | $76.4M | 1.93% | +867,770 | New |
| Deutsche Bank AG | 1,133,867 | $70.8M | 0.02% | −44,395−3.8% | Reduced |
| Value Partners Investments Inc. | 1,123,812 | $70.3M | 5.39% | +4,679+0.4% | Added |
| Two Sigma Investments, LP | 1,059,581 | $66.1M | 0.10% | +944,700+822.3% | Added |
| Agf Management Ltd | 709,698 | $60.8M | 0.26% | −194,786−21.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $59.2M | 0.11% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 927,400 | $57.9M | 0.35% | −174,900−15.9% | Reduced |
| BlackRock, Inc. | 854,461 | $53.3M | 0.00% | −42,061−4.7% | Reduced |
| MUFG Securities (Canada), Ltd. | 848,740 | $53.0M | 1.47% | −83,139−8.9% | Reduced |
| QV Investors Inc. | 798,515 | $49.9M | 4.08% | −204,248−20.4% | Reduced |
| AQR Capital Management LLC | 797,851 | $49.8M | 0.03% | +783,668+5,525.4% | Added |
| Fiera Capital Corp | 677,197 | $42.3M | 0.13% | −76,671−10.2% | Reduced |
| First Trust Advisors LP | 670,372 | $41.8M | 0.03% | −38,620−5.4% | Reduced |
| Todd Asset Management LLC | 656,126 | $40.9M | 0.80% | −15,394−2.3% | Reduced |
| Russell Investments Group, Ltd. | 599,290 | $37.5M | 0.04% | +56,023+10.3% | Added |
| UBS Group AG | 597,437 | $37.3M | 0.01% | −184,069−23.6% | Reduced |
| Bank of New York Mellon Corp | 590,007 | $36.8M | 0.01% | −49,901−7.8% | Reduced |
| Aviva PLC | 569,408 | $35.6M | 0.06% | +27,519+5.1% | Added |
| Great West Life Assurance Co | 548,020 | $34.2M | 0.06% | −45,298−7.6% | Reduced |
| Van Eck Associates Corp | 540,004 | $33.7M | 0.03% | +222,410+70.0% | Added |
| Northern Trust Corp | 534,107 | $33.3M | 0.00% | +33,332+6.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 529,521 | $33.1M | 0.08% | +84,069+18.9% | Added |
| Korea Investment CORP | 495,169 | $31.0M | 0.06% | −55,531−10.1% | Reduced |
| Guardian Capital LP | 467,976 | $29.2M | 0.87% | +15,849+3.5% | Added |
| British Columbia Investment Management Corp | 458,240 | $28.6M | 0.15% | −286,117−38.4% | Reduced |
| Northwest & Ethical Investments L.P. | 442,833 | $27.6M | 0.62% | −95,830−17.8% | Reduced |
| D. E. Shaw & Co., Inc. | 442,458 | $27.6M | 0.02% | +256,618+138.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 308,197 | $26.4M | 0.03% | +308,197 | New |
| Public Sector Pension Investment Board | 415,424 | $25.9M | 0.09% | −111,583−21.2% | Reduced |
| Neuberger Berman Group LLC | 405,549 | $25.3M | 0.02% | −22,300−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 403,750 | $25.2M | 0.19% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 397,732 | $24.8M | 0.05% | +343,100+628.0% | Added |
| Nuveen, LLC | 392,091 | $24.5M | 0.01% | −1,248−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 366,999 | $22.9M | 0.04% | +262,015+249.6% | Added |
| Nicola Wealth Management Ltd. | 366,900 | $22.9M | 2.08% | +10,100+2.8% | Added |
| Millennium Management LLC | 355,290 | $22.2M | 0.02% | +309,329+673.0% | Added |
| Barclays PLC | 331,330 | $20.7M | 0.01% | +304,574+1,138.3% | Added |
| Pictet Asset Management Holding SA | 329,274 | $20.6M | 0.02% | +25,540+8.4% | Added |
| State of Tennessee, Treasury Department | 322,936 | $20.5M | 0.07% | −5,616−1.7% | Reduced |
| Allianz Asset Management GmbH | 324,117 | $20.3M | 0.02% | −249,536−43.5% | Reduced |
| Jane Street Group, LLC | 322,032 | $20.1M | 0.02% | +301,491+1,467.8% | Added |
| Man Group plc | 316,540 | $19.8M | 0.04% | +157,363+98.9% | Added |
| Bank of Nova Scotia Trust Co | 310,263 | $19.4M | 1.68% | −1,813−0.6% | Reduced |
| Bridgewater Associates, LP | 306,563 | $19.2M | 0.07% | −9,882−3.1% | Reduced |
| American Century Companies Inc | 297,365 | $18.6M | 0.01% | +44,426+17.6% | Added |
| Forsta Ap-Fonden | 296,300 | $18.5M | 0.11% | −99,500−25.1% | Reduced |
| SIG North Trading, ULC | 259,942 | $16.2M | 2.84% | −216,370−45.4% | Reduced |
| Citigroup Inc | 258,658 | $16.2M | 0.01% | −114,065−30.6% | Reduced |
| APG Asset Management N.V. | 299,208 | $15.9M | 0.05% | −21,692−6.8% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $15.7M | 0.49% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 170,360 | $14.6M | 0.82% | −288,916−62.9% | Reduced |
| Franklin Resources Inc | 229,867 | $14.3M | 0.00% | +3,595+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 219,593 | $13.7M | 0.08% | +2,948+1.4% | Added |
| Purpose Unlimited Inc. | 211,161 | $13.2M | 0.60% | +211,161 | New |
| Montrusco Bolton Investments Inc. | 203,469 | $12.7M | 0.16% | −99,080−32.7% | Reduced |
| State of Wisconsin Investment Board | 197,000 | $12.3M | 0.03% | +197,000 | New |
| Crossmark Global Holdings, Inc. | 196,621 | $12.3M | 0.18% | −14,109−6.7% | Reduced |
| Sienna Gestion | 186,385 | $11.6M | 0.71% | 00.0% | Unchanged |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 184,982 | $11.6M | 0.17% | +184,982 | New |
| Swiss Life Asset Management Ltd | 172,027 | $10.7M | 0.05% | +84,779+97.2% | Added |
| Addenda Capital Inc. | 113,230 | $9.70M | 0.28% | −11,655−9.3% | Reduced |
| Royal London Asset Management Ltd | 155,259 | $9.69M | 0.02% | −2,768−1.8% | Reduced |
| Guardian Partners Inc. | 148,149 | $9.67M | 0.78% | +1,563+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 145,733 | $9.11M | 0.02% | −2,801−1.9% | Reduced |
| Quantinno Capital Management LP | 145,405 | $9.07M | 0.02% | +48,043+49.3% | Added |