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 |
|---|---|---|---|---|---|
| CX Institutional | 1,899 | $118.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $119.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $124.8K | 0.00% | −203−9.2% | Reduced |
| Rhumbline Advisers | 2,012 | $125.5K | 0.00% | −45−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,014 | $125.7K | 0.01% | +2,014 | New |
| Union Bancaire Privee, UBP SA | 2,490 | $132.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,136 | $133.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,201 | $137.3K | 0.00% | −67−3.0% | Reduced |
| Umb Bank N A | 2,360 | $147.3K | 0.00% | +2,007+568.6% | Added |
| EverSource Wealth Advisors, LLC | 2,466 | $153.9K | 0.01% | +360+17.1% | Added |
| Rexford Capital Inc | 2,655 | $165.7K | 0.13% | 00.0% | Unchanged |
| Danske Bank A/S | 2,693 | $168.4K | 0.00% | −307−10.2% | Reduced |
| First Horizon Corp | 2,771 | $172.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,813 | $175.5K | 0.00% | −197−6.5% | Reduced |
| Independence Bank of Kentucky | 2,844 | $177.5K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 2,715 | $182.0K | 0.13% | +2,715 | New |
| Bruce G. Allen Investments, LLC | 2,994 | $186.8K | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,021 | $188.5K | 0.00% | −25,609−89.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,216 | $200.7K | 0.00% | +3,216 | New |
| FIL Ltd | 3,321 | $207.3K | 0.00% | −6,562−66.4% | Reduced |
| DGS Capital Management, LLC | 3,348 | $208.9K | 0.04% | +3,348 | New |
| Versant Capital Management, Inc | 3,375 | $210.6K | 0.03% | +515+18.0% | Added |
| Harbour Investments, Inc. | 3,381 | $211.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,385 | $211.2K | 0.01% | −18−0.5% | Reduced |
| St. Louis Trust Co | 3,385 | $211.2K | 0.02% | +3,385 | New |
| Arkadios Wealth Advisors | 3,395 | $211.8K | 0.00% | +28+0.8% | Added |
| Hillsdale Investment Management Inc. | 3,477 | $217.4K | 0.01% | +145+4.4% | Added |
| Buckingham Strategic Partners | 3,524 | $219.9K | 0.00% | +3,524 | New |
| Sanctuary Advisors, LLC | 3,552 | $221.6K | 0.00% | +3,552 | New |
| Nilsine Partners, LLC | 3,563 | $222.3K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,568 | $222.7K | 0.00% | −749−17.4% | Reduced |
| We Are One Seven, LLC | 3,696 | $230.6K | 0.00% | +19+0.5% | Added |
| Parallel Advisors, LLC | 3,714 | $231.8K | 0.00% | −317−7.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,729 | $233.1K | 0.13% | −2,791−42.8% | Reduced |
| Well Done, LLC | 3,771 | $235.3K | 0.04% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,836 | $239.4K | 0.08% | −59−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,849 | $240.2K | 0.00% | −8−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,864 | $241.1K | 0.00% | +3,864 | New |
| Wealthspire Advisors, LLC | 3,966 | $247.5K | 0.00% | +1,143+40.5% | Added |
| HB Wealth Management, LLC | 3,971 | $247.8K | 0.00% | +194+5.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $250.9K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,056 | $253.1K | 0.01% | −1,127−21.7% | Reduced |
| Ballast, Inc. | 4,083 | $254.8K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,086 | $255.0K | 0.02% | +20+0.5% | Added |
| Merit Financial Group, LLC | 4,119 | $257.0K | 0.00% | +286+7.5% | Added |
| Grimes & Company, Inc. | 4,136 | $258.1K | 0.01% | +30+0.7% | Added |
| Villere St Denis J & Co LLC | 4,177 | $260.6K | 0.03% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 4,121 | $260.7K | 0.11% | +60+1.5% | Added |
| NewEdge Wealth, LLC | 4,190 | $261.5K | 0.00% | +109+2.7% | Added |
| Washington Trust Co | 4,230 | $264.0K | 0.01% | −3−0.1% | Reduced |
| EP Wealth Advisors, LLC | 4,293 | $267.9K | 0.00% | +4,293 | New |
| Glenmede Trust Co NA | 4,300 | $268.3K | 0.00% | +4,300 | New |
| AlphaCore Capital LLC | 4,425 | $276.1K | 0.01% | +682+18.2% | Added |
| Pathway Financial Advisors LLC | 4,339 | $276.2K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,468 | $278.8K | 0.02% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 4,535 | $283.3K | 0.05% | +500+12.4% | Added |
| Valmark Advisers, Inc. | 4,614 | $287.9K | 0.00% | +4,614 | New |
| Ritholtz Wealth Management | 4,784 | $298.5K | 0.01% | +39+0.8% | Added |
| Ethic Inc. | 4,821 | $300.8K | 0.00% | +4,821 | New |
| Louisbourg Investments Inc. | 4,955 | $309.8K | 0.06% | −12−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,985 | $311.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $312.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,028 | $313.7K | 0.00% | +460+10.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $331.3K | 0.01% | +3,320+167.6% | Added |
| Evergreen Capital Management LLC | 5,385 | $336.0K | 0.01% | −1,446−21.2% | Reduced |
| Smithfield Trust Co | 5,394 | $337.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 5,420 | $338.3K | 0.00% | −27,168−83.4% | Reduced |
| Pinnacle Associates Ltd | 5,483 | $342.1K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 5,592 | $349.0K | 0.00% | +864+18.3% | Added |
| Vontobel Holding Ltd. | 5,625 | $351.1K | 0.00% | +325+6.1% | Added |
| Long Run Wealth Advisors, LLC | 5,627 | $351.2K | 0.07% | +25+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 5,651 | $352.6K | 0.01% | +19+0.3% | Added |
| Balyasny Asset Management LLC | 5,679 | $354.6K | 0.00% | −18,464−76.5% | Reduced |
| K.J. Harrison & Partners Inc | 5,682 | $355.2K | 0.05% | −17−0.3% | Reduced |
| Corient IA LLC | 5,710 | $356.3K | 0.34% | +5,710 | New |
| St Germain D J Co Inc | 5,747 | $358.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,820 | $363.2K | 0.01% | +663+12.9% | Added |
| Toroso Investments, LLC | 5,874 | $366.5K | 0.00% | −2,287−28.0% | Reduced |
| Running Point Capital Advisors, LLC | 5,901 | $368.2K | 0.10% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,924 | $369.7K | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 5,940 | $370.7K | 0.01% | −320−5.1% | Reduced |
| Gotham Asset Management, LLC | 5,945 | $371.0K | 0.00% | −2,397−28.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,958 | $371.8K | 0.00% | +1,082+22.2% | Added |
| Alexander Labrunerie & Co., Inc. | 6,031 | $376.3K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 6,055 | $378.5K | 0.00% | +6,055 | New |
| Baird Financial Group, Inc. | 6,083 | $379.6K | 0.00% | −10.0% | Reduced |
| Private Advisor Group, LLC | 6,130 | $382.5K | 0.00% | +1,425+30.3% | Added |
| Davidson Trust Co | 6,383 | $398.3K | 0.17% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,433 | $401.4K | 0.03% | +20.0% | Added |
| Sound View Wealth Advisors Group, LLC | 6,441 | $401.9K | 0.03% | −224−3.4% | Reduced |
| Cumberland Partners Ltd | 6,469 | $404.1K | 0.02% | −209−3.1% | Reduced |
| West Family Investments, Inc. | 6,542 | $408.2K | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 6,604 | $412.1K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $416.0K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 6,700 | $418.2K | 0.23% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,899 | $430.7K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,915 | $431.5K | 0.00% | −636−8.4% | Reduced |
| TFB Advisors LLC | 7,000 | $436.8K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 7,133 | $445.0K | 0.00% | −1,453−16.9% | Reduced |
| Tacita Capital Inc | 7,172 | $448.0K | 0.26% | +2,438+51.5% | Added |