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 | $15.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 1 | $61 | 0.00% | −19−95.0% | Reduced |
| MV Capital Management, Inc. | 5 | $312 | 0.00% | +5 | New |
| Optiver Holding B.V. | 5 | $312 | 0.00% | +5 | New |
| Victory Capital Management Inc | 6 | $374 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9 | $561 | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 10 | $624 | 0.00% | +5+100.0% | Added |
| Stone House Investment Management, LLC | 12 | $749 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 12 | $749 | 0.00% | +12 | New |
| Godfrey Financial Associates, Inc. | 13 | $811 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 15 | $936 | 0.00% | +15 | New |
| SageView Advisory Group, LLC | 19 | $1.19K | 0.00% | +19 | New |
| Nemes Rush Group LLC | 19 | $1.19K | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 23 | $1.44K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 25 | $1.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $1.87K | 0.00% | +22+275.0% | Added |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | −15−31.3% | Reduced |
| North Star Investment Management Corp. | 40 | $2.50K | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 43 | $2.68K | 0.00% | +18+72.0% | Added |
| Barrett & Company, Inc. | 94 | $5.87K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 95 | $5.93K | 0.00% | −40−29.6% | Reduced |
| Key Financial Inc | 99 | $6.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 107 | $6.68K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 122 | $7.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 122 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 124 | $7.74K | 0.00% | −15−10.8% | Reduced |
| Motiv8 Investments LLC | 125 | $8.00K | 0.00% | +125 | New |
| True Wealth Design, LLC | 137 | $8.55K | 0.00% | −27−16.5% | Reduced |
| Financial Management Professionals, Inc. | 144 | $8.99K | 0.00% | +8+5.9% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 165 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $10.6K | 0.00% | −50−22.7% | Reduced |
| Laurel Wealth Advisors LLC | 170 | $10.6K | 0.00% | +170 | New |
| SBI Securities Co., Ltd. | 185 | $11.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 205 | $12.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 221 | $13.8K | 0.00% | +6+2.8% | Added |
| BFSG, LLC | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 251 | $15.0K | 0.00% | +251 | New |
| Geneos Wealth Management Inc. | 241 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $15.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 267 | $16.7K | 0.00% | +267 | New |
| Flagship Harbor Advisors, LLC | 274 | $17.1K | 0.00% | +274 | New |
| Reflection Asset Management | 303 | $19.3K | 0.01% | +303 | New |
| Ancora Advisors, LLC | 311 | $19.4K | 0.00% | +28+9.9% | Added |
| Sofos Investments, Inc. | 317 | $19.8K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 323 | $20.1K | 0.01% | +323 | New |
| Dogwood Wealth Management LLC | 327 | $20.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 414 | $25.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 411 | $25.9K | 0.00% | +167+68.4% | Added |
| Larson Financial Group LLC | 441 | $27.5K | 0.00% | +55+14.2% | Added |
| WealthCollab, LLC | 460 | $28.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $30.0K | 0.00% | +481 | New |
| Private Trust Co NA | 497 | $31.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $31.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $32.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $33.1K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 513 | $33.5K | 0.01% | +513 | New |
| GAMMA Investing LLC | 576 | $35.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 600 | $37.4K | 0.00% | −600−50.0% | Reduced |
| Asset Planning,Inc | 678 | $42.3K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 679 | $42.4K | 0.01% | −246−26.6% | Reduced |
| BankPlus Trust Department | 681 | $42.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 687 | $42.9K | 0.01% | −17−2.4% | Reduced |
| Abound Wealth Management | 717 | $44.7K | 0.01% | −81−10.2% | Reduced |
| Oakworth Capital, Inc. | 748 | $46.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 776 | $48.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 782 | $48.8K | 0.01% | +782 | New |
| Asset Dedication, LLC | 787 | $49.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $49.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $49.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 578 | $50.0K | 0.01% | −238−29.2% | Reduced |
| Westside Investment Management, Inc. | 801 | $50.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 939 | $58.6K | 0.01% | −14−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 986 | $61.5K | 0.00% | −5−0.5% | Reduced |
| City Holding Co | 1,000 | $62.4K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,002 | $62.5K | 0.01% | +1,002 | New |
| Triumph Capital Management | 1,073 | $67.0K | 0.01% | +1,073 | New |
| NBT Bank N A | 1,074 | $67.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,091 | $68.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,091 | $68.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,121 | $69.9K | 0.00% | +43+4.0% | Added |
| LOM Asset Management Ltd | 850 | $72.8K | 0.02% | +850 | New |
| Financial Consulate, Inc | 1,200 | $74.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $74.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,207 | $75.3K | 0.00% | −95−7.3% | Reduced |
| Birchbrook, Inc. | 1,295 | $80.8K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,328 | $83.1K | 0.04% | +40+3.1% | Added |
| Smartleaf Asset Management LLC | 1,423 | $89.2K | 0.00% | +835+142.0% | Added |
| Chung Wu Investment Group, LLC | 1,553 | $96.9K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,651 | $103.0K | 0.00% | −1,907−53.6% | Reduced |
| Cromwell Holdings LLC | 1,719 | $107.3K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 1,729 | $107.9K | 0.00% | +1,273+279.2% | Added |
| Princeton Global Asset Management LLC | 1,741 | $108.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,825 | $113.9K | 0.00% | −25−1.4% | Reduced |
| IFP Advisors, Inc | 1,832 | $114.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,848 | $115.3K | 0.03% | +1,559+539.4% | Added |
| Perkins Coie Trust Co | 1,871 | $116.8K | 0.02% | 00.0% | Unchanged |