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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

Q4 2025 vs. Q3 2025

How the institutions holding Sun Life Financial Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SLF: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4329440+17
Shares251.2M394.9K251.0M+163.1K (+0.1%)
Value$15.1B$24.3M$15.8B+$652.8M (+4.3%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Sun Life Financial Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SLF in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank6,376,216$398.0M0.04%
BCV Asset Management Inc.867,770$76.4M1.93%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.308,197$26.4M0.03%
Purpose Unlimited Inc.211,161$13.2M0.60%
State of Wisconsin Investment Board197,000$12.3M0.03%
PBU - The Pension Fund of Early Childhood & Youth Educators184,982$11.6M0.17%
PensionDanmark Pensionsforsikringsaktieselskab139,114$8.70M0.08%
Jefferies Financial Group Inc.129,000$8.05M0.07%
Citadel Advisors LLC117,580$7.34M0.00%
Osmosis Investment Management UK Ltd49,969$3.12M0.08%
Numerai GP LLC41,091$2.56M0.31%
MidFirst Bank30,489$1.90M0.15%
Laird Norton Trust Company, LLC30,098$1.88M0.04%
WCG Wealth Advisors LLC18,781$1.17M0.03%
Evolve Private Wealth, LLC15,182$947.4K0.06%
Walleye Capital LLC11,252$702.1K0.00%
One Capital Management, LLC10,167$635.2K0.02%
Aigen Investment Management, LP7,059$604.8K0.14%
Xponance, Inc.6,055$378.5K0.00%
Corient IA LLC5,710$356.3K0.34%
Ethic Inc.4,821$300.8K0.00%
Valmark Advisers, Inc.4,614$287.9K0.00%
Glenmede Trust Co NA4,300$268.3K0.00%
EP Wealth Advisors, LLC4,293$267.9K0.00%
Beacon Pointe Advisors, LLC3,864$241.1K0.00%
Sanctuary Advisors, LLC3,552$221.6K0.00%
Buckingham Strategic Partners3,524$219.9K0.00%
St. Louis Trust Co3,385$211.2K0.02%
DGS Capital Management, LLC3,348$208.9K0.04%
Axxcess Wealth Management, LLC3,216$200.7K0.00%
Wellington-Altus USA Inc.2,715$182.0K0.13%
Pinnacle Wealth Planning Services, Inc.2,014$125.7K0.01%
LOM Asset Management Ltd850$72.8K0.02%
Triumph Capital Management1,073$67.0K0.01%
Basecamp Wealth Advisors LLC1,002$62.5K0.01%
Manchester Capital Management LLC782$48.8K0.01%
Sittner & Nelson, LLC513$33.5K0.01%
Brown Brothers Harriman & Co481$30.0K0.00%
Estate Planners Group, LLC323$20.1K0.01%
Reflection Asset Management303$19.3K0.01%
Flagship Harbor Advisors, LLC274$17.1K0.00%
UBS Asset Management Americas Inc267$16.7K0.00%
Coston, McIsaac & Partners251$15.0K0.00%
Laurel Wealth Advisors LLC170$10.6K0.00%
Motiv8 Investments LLC125$8.00K0.00%
North Star Investment Management Corp.40$2.50K0.00%
Root Financial Partners, LLC23$1.44K0.00%
SageView Advisory Group, LLC19$1.19K0.00%
Nemes Rush Group LLC19$1.19K0.00%
Cornerstone Financial Management LLC15$9360.00%
Godfrey Financial Associates, Inc.13$8110.00%
Steigerwald, Gordon & Koch Inc.12$7490.00%
Simplex Trading, LLC9$5610.00%
MV Capital Management, Inc.5$3120.00%
Optiver Holding B.V.5$3120.00%

Sold out (38)

Institutions that held Sun Life Financial Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SLF in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
HSBC Holdings PLC1,953,362$117.3M
Nearwater Capital Markets, Ltd490,000$29.4M
Jupiter Asset Management Ltd436,831$26.2M
MUFG Securities EMEA plc200,000$12.0M
Varma Mutual Pension Insurance Co183,564$11.0M
Waratah Capital Advisors Ltd.96,701$5.80M
Renaissance Technologies LLC53,600$3.22M
Ninepoint Partners LP48,580$2.92M
Achmea Investment Management B.V.38,975$2.34M
PCJ Investment Counsel Ltd.25,730$1.54M
FJ Capital Management LLC16,324$979.9K
Prudential Financial Inc10,801$648.7K
Graham Capital Management, L.P.9,565$574.2K
MQS Management LLC8,150$489.2K
Jain Global LLC4,710$282.7K
Susquehanna Fundamental Investments, LLC4,700$282.1K
Y-Intercept (Hong Kong) Ltd4,617$277.2K
Brighton Jones LLC4,544$272.8K
Squarepoint Ops LLC4,544$272.8K
Capital City Trust Co4,379$262.9K
HRT Financial LP3,981$238.0K
Virtu Financial LLC3,971$238.0K
Northwest Bancshares, Inc.3,898$234.0K
Integrated Wealth Concepts LLC3,749$225.1K
King Luther Capital Management Corp3,623$217.5K
Resources Investment Advisors, LLC.3,357$201.5K
Ascent Group, LLC3,337$200.3K
Ameritas Advisory Services, LLC2,728$163.8K
Macquarie Group Ltd2,396$143.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,100$67.5K
Grey Fox Wealth Advisors, LLC1,026$61.6K
TruNorth Capital Management, LLC330$19.8K
Principal Securities, Inc.268$16.1K
Mather Group, LLC.151$9.04K
HighMark Wealth Management LLC54$3.24K
Centerpoint Advisors, LLC44$3.00K
Private Wealth Asset Management, LLC18$1.08K
Bayforest Capital Ltd8$480

Not filed for Q4 2025 yet (9)

Institutions that held Sun Life Financial Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.250,961$15.1M
Jarislowsky, Fraser Ltd61,475$3.69M
HAP Trading, LLC25,000$2.09M
Shell Asset Management Co23,485$1.41M
Wetherby Asset Management Inc20,259$1.22M
First Affirmative Financial Network4,905$294.5K
Glenmede Investment Management, LP4,314$259.0K
Sagard Holdings Management Inc.3,221$193.3K
Lowe Wealth Advisors, LLC1,279$76.8K