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 |
|---|---|---|---|---|---|
| State of Wyoming | 7,490 | $468.2K | 0.05% | +3,450+85.4% | Added |
| PFG Investments, LLC | 7,549 | $471.0K | 0.02% | +793+11.7% | Added |
| Advisory Services Network, LLC | 7,721 | $481.8K | 0.01% | +63+0.8% | Added |
| Global Retirement Partners, LLC | 7,806 | $487.1K | 0.01% | +7,472+2,237.1% | Added |
| Colony Group, LLC | 7,876 | $491.6K | 0.00% | +2,616+49.7% | Added |
| Am Investment Strategies LLC | 8,144 | $508.0K | 0.11% | +18+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,319 | $519.1K | 0.01% | +74+0.9% | Added |
| Natixis | 8,395 | $523.8K | 0.00% | −253−2.9% | Reduced |
| Franklin Street Advisors Inc | 8,400 | $524.2K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 8,493 | $531.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,557 | $534.2K | 0.00% | −251−2.8% | Reduced |
| Diversify Advisory Services, LLC | 8,580 | $538.9K | 0.02% | +12+0.1% | Added |
| Investment Research Partners LLC | 8,807 | $549.6K | 0.24% | +62+0.7% | Added |
| Claret Asset Management Corp | 8,807 | $550.0K | 0.06% | −174−1.9% | Reduced |
| Quilter Plc | 8,956 | $559.1K | 0.01% | +2,070+30.1% | Added |
| Plan A Wealth LLC | 9,079 | $566.5K | 0.28% | +572+6.7% | Added |
| Fifth Third Bancorp | 9,146 | $570.7K | 0.00% | −840−8.4% | Reduced |
| Candriam Luxembourg S.C.A. | 9,617 | $601.1K | 0.00% | +5+0.1% | Added |
| Woodstock Corp | 9,647 | $602.0K | 0.05% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,648 | $602.0K | 0.04% | −34,368−78.1% | Reduced |
| Aigen Investment Management, LP | 7,059 | $604.8K | 0.14% | +7,059 | New |
| Cigna Investments Inc | 10,015 | $626.0K | 0.09% | −11−0.1% | Reduced |
| Mercer Global Advisors Inc | 10,157 | $633.8K | 0.00% | +486+5.0% | Added |
| One Capital Management, LLC | 10,167 | $635.2K | 0.02% | +10,167 | New |
| Blair William & Co | 10,263 | $640.4K | 0.00% | −3,977−27.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,505 | $655.0K | 0.17% | +2,473+30.8% | Added |
| Brown Advisory Inc | 10,568 | $659.4K | 0.00% | +211+2.0% | Added |
| NorthCrest Asset Manangement, LLC | 10,801 | $685.6K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,037 | $688.7K | 0.00% | −2,517−18.6% | Reduced |
| Quantbot Technologies LP | 11,209 | $699.4K | 0.02% | +7,056+169.9% | Added |
| Walleye Capital LLC | 11,252 | $702.1K | 0.00% | +11,252 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,401 | $711.4K | 0.01% | +5,590+96.2% | Added |
| Pathstone Holdings, LLC | 11,454 | $714.7K | 0.00% | +463+4.2% | Added |
| Vident Advisory, LLC | 11,460 | $715.2K | 0.01% | −4,774−29.4% | Reduced |
| Capital World Investors | 11,600 | $724.1K | 0.00% | −22,933−66.4% | Reduced |
| State Street Corp | 11,655 | $727.3K | 0.00% | −27,443−70.2% | Reduced |
| Compagnie Lombard Odier SCmA | 11,750 | $734.5K | 0.01% | +2,576+28.1% | Added |
| Financial & Tax Architects, LLC | 12,280 | $766.3K | 0.17% | +26+0.2% | Added |
| Rathbone Brothers plc | 12,715 | $794.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13,194 | $823.3K | 0.00% | +1,973+17.6% | Added |
| Syon Capital LLC | 13,205 | $824.0K | 0.04% | +1,149+9.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,916 | $824.2K | 0.00% | +222+1.7% | Added |
| Independent Advisor Alliance | 13,280 | $828.7K | 0.02% | +322+2.5% | Added |
| Truist Financial Corp | 13,345 | $832.7K | 0.00% | +1,092+8.9% | Added |
| Janney Montgomery Scott LLC | 13,534 | $845.0K | 0.00% | +2,526+22.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,602 | $848.8K | 0.00% | +1,173+9.4% | Added |
| US Bancorp | 13,643 | $851.3K | 0.00% | +197+1.5% | Added |
| Credit Agricole S A | 13,938 | $869.7K | 0.00% | −398−2.8% | Reduced |
| Evolve Private Wealth, LLC | 15,182 | $947.4K | 0.06% | +15,182 | New |
| UniSuper Management Pty Ltd | 11,200 | $959.6K | 0.01% | +1,400+14.3% | Added |
| HighPoint Advisor Group LLC | 15,931 | $994.1K | 0.02% | +11,961+301.3% | Added |
| Verdence Capital Advisors LLC | 16,356 | $1.02M | 0.06% | +18+0.1% | Added |
| Westerkirk Capital Inc. | 16,660 | $1.04M | 0.10% | −14,600−46.7% | Reduced |
| Vise Technologies, Inc. | 16,963 | $1.06M | 0.02% | +2,427+16.7% | Added |
| CI Private Wealth, LLC | 17,868 | $1.12M | 0.00% | −191−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 18,438 | $1.15M | 0.01% | +345+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 18,771 | $1.17M | 0.06% | +5,891+45.7% | Added |
| WCG Wealth Advisors LLC | 18,781 | $1.17M | 0.03% | +18,781 | New |
| Ameriprise Financial Inc | 14,696 | $1.19M | 0.00% | −1,190−7.5% | Reduced |
| HBK Sorce Advisory LLC | 18,254 | $1.19M | 0.03% | −10−0.1% | Reduced |
| Bleakley Financial Group, LLC | 19,165 | $1.20M | 0.02% | +2,008+11.7% | Added |
| Ieq Capital, LLC | 19,714 | $1.23M | 0.00% | +5,156+35.4% | Added |
| Captrust Financial Advisors | 19,814 | $1.24M | 0.00% | −681−3.3% | Reduced |
| Envestnet Asset Management Inc | 19,930 | $1.24M | 0.00% | −561−2.7% | Reduced |
| Mason & Associates Inc | 20,068 | $1.25M | 0.24% | −1,932−8.8% | Reduced |
| Kestra Advisory Services, LLC | 20,099 | $1.25M | 0.01% | −26−0.1% | Reduced |
| Brinker Capital Investments, LLC | 20,201 | $1.26M | 0.01% | +1,361+7.2% | Added |
| Hilltop National Bank | 20,239 | $1.26M | 0.31% | 00.0% | Unchanged |
| Old Port Advisors | 20,794 | $1.30M | 0.32% | +2,122+11.4% | Added |
| Acadian Asset Management LLC | 21,435 | $1.34M | 0.00% | +8,600+67.0% | Added |
| The PNC Financial Services Group, Inc. | 21,576 | $1.35M | 0.00% | −513−2.3% | Reduced |
| Principal Financial Group Inc | 22,033 | $1.38M | 0.00% | −1,700−7.2% | Reduced |
| ASR Vermogensbeheer N.V. | 22,784 | $1.42M | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 23,115 | $1.44M | 0.25% | +1,041+4.7% | Added |
| HighTower Advisors, LLC | 23,867 | $1.49M | 0.00% | −164−0.7% | Reduced |
| Assenagon Asset Management S.A. | 24,374 | $1.52M | 0.00% | −3,205−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 24,455 | $1.53M | 0.00% | +1,011+4.3% | Added |
| Pathway Financial Advisers, LLC | 24,517 | $1.53M | 0.44% | −270−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,132 | $1.57M | 0.00% | +3,307+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,412 | $1.59M | 0.00% | +9,104+55.8% | Added |
| Cerity Partners LLC | 26,291 | $1.64M | 0.00% | +1,150+4.6% | Added |
| Cidel Asset Management Inc | 26,589 | $1.66M | 0.12% | −1,728−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,700 | $1.67M | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,817 | $1.74M | 0.03% | +25+0.1% | Added |
| Quadrant Capital Group LLC | 27,841 | $1.74M | 0.05% | −5,591−16.7% | Reduced |
| Erste Asset Management GmbH | 27,800 | $1.74M | 0.01% | −600−2.1% | Reduced |
| Gulf International Bank (UK) Ltd | 28,413 | $1.77M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 29,732 | $1.86M | 0.01% | −16−0.1% | Reduced |
| Laird Norton Trust Company, LLC | 30,098 | $1.88M | 0.04% | +30,098 | New |
| Lombard Odier Asset Management (Switzerland) SA | 30,336 | $1.89M | 0.08% | −106,303−77.8% | Reduced |
| MidFirst Bank | 30,489 | $1.90M | 0.15% | +30,489 | New |
| Metis Global Partners, LLC | 30,928 | $1.93M | 0.05% | −6,351−17.0% | Reduced |
| JustInvest LLC | 31,809 | $1.98M | 0.02% | +3,901+14.0% | Added |
| XTX Topco Ltd | 32,256 | $2.01M | 0.05% | −6,144−16.0% | Reduced |
| Cardinal Point Capital Management, ULC | 33,241 | $2.08M | 0.14% | +1,272+4.0% | Added |
| V-Square Quantitative Management LLC | 25,422 | $2.18M | 0.23% | +762+3.1% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $2.21M | 0.05% | 00.0% | Unchanged |
| Numerai GP LLC | 41,091 | $2.56M | 0.31% | +41,091 | New |
| Wells Fargo & Company | 42,442 | $2.65M | 0.00% | +13,925+48.8% | Added |
| Kraematon Investment Advisors, Inc | 42,820 | $2.67M | 2.13% | −53−0.1% | Reduced |