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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 43,331 | $2.71M | 0.01% | −612−1.4% | Reduced |
| Intech Investment Management LLC | 44,208 | $2.76M | 0.02% | +23,672+115.3% | Added |
| Mariner, LLC | 44,587 | $2.78M | 0.00% | +1,278+3.0% | Added |
| Gold Investment Management Ltd. | 44,599 | $2.78M | 0.89% | +1,731+4.0% | Added |
| Qube Research & Technologies Ltd | 44,634 | $2.79M | 0.00% | −24,971−35.9% | Reduced |
| Natixis Advisors, L.P. | 45,541 | $2.84M | 0.00% | −5,713−11.1% | Reduced |
| Bessemer Group Inc | 49,292 | $3.08M | 0.00% | −5,517−10.1% | Reduced |
| Osmosis Investment Management UK Ltd | 49,969 | $3.12M | 0.08% | +49,969 | New |
| Commonwealth Equity Services, LLC | 52,942 | $3.30M | 0.00% | −394−0.7% | Reduced |
| Stifel Financial Corp | 53,469 | $3.34M | 0.00% | −14,867−21.8% | Reduced |
| Alliancebernstein L.P. | 54,950 | $3.43M | 0.00% | −33,942−38.2% | Reduced |
| Symphony Financial, Ltd. Co. | 58,008 | $3.64M | 0.49% | −754−1.3% | Reduced |
| Avanza Fonder AB | 42,869 | $3.67M | 0.09% | +10,253+31.4% | Added |
| Maryland State Retirement & Pension System | 59,476 | $3.71M | 0.08% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 44,377 | $3.80M | 0.08% | +2,087+4.9% | Added |
| Janus Henderson Group PLC | 62,911 | $3.93M | 0.00% | −2,900−4.4% | Reduced |
| Utah Retirement Systems | 63,243 | $3.95M | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 68,290 | $4.26M | 0.06% | +47,493+228.4% | Added |
| Harvest Portfolios Group Inc. | 69,212 | $4.32M | 0.08% | +5,281+8.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 70,000 | $4.37M | 0.01% | −1,335,000−95.0% | Reduced |
| LPL Financial LLC | 71,114 | $4.44M | 0.00% | +12,878+22.1% | Added |
| Meritage Portfolio Management | 71,438 | $4.46M | 0.30% | −804−1.1% | Reduced |
| Motco | 72,766 | $4.54M | 0.41% | −1,881−2.5% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.62M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 81,155 | $5.06M | 0.01% | +936+1.2% | Added |
| Raymond James Financial Inc | 81,545 | $5.09M | 0.00% | +9,285+12.8% | Added |
| Creative Planning | 83,626 | $5.22M | 0.00% | +3,353+4.2% | Added |
| Burney Co | 85,310 | $5.32M | 0.17% | −1,297−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 86,289 | $5.38M | 0.02% | −2,538−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 97,278 | $6.07M | 0.00% | +83,253+593.6% | Added |
| O'Shaughnessy Asset Management, LLC | 99,721 | $6.22M | 0.03% | −11,757−10.5% | Reduced |
| AustralianSuper Pty Ltd | 106,561 | $6.65M | 0.03% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 83,716 | $7.17M | 0.27% | +18,600+28.6% | Added |
| Quadrature Capital Ltd | 115,200 | $7.20M | 0.07% | +33,300+40.7% | Added |
| Citadel Advisors LLC | 117,580 | $7.34M | 0.00% | +117,580 | New |
| Aviso Financial Inc. | 121,494 | $7.58M | 0.29% | −5,980−4.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 127,168 | $7.95M | 1.83% | +9,342+7.9% | Added |
| Jefferies Financial Group Inc. | 129,000 | $8.05M | 0.07% | +129,000 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 134,600 | $8.41M | 0.04% | +10,752+8.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 139,114 | $8.70M | 0.08% | +139,114 | New |
| Quantinno Capital Management LP | 145,405 | $9.07M | 0.02% | +48,043+49.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 145,733 | $9.11M | 0.02% | −2,801−1.9% | Reduced |
| Guardian Partners Inc. | 148,149 | $9.67M | 0.78% | +1,563+1.1% | Added |
| Royal London Asset Management Ltd | 155,259 | $9.69M | 0.02% | −2,768−1.8% | Reduced |
| Addenda Capital Inc. | 113,230 | $9.70M | 0.28% | −11,655−9.3% | Reduced |
| Swiss Life Asset Management Ltd | 172,027 | $10.7M | 0.05% | +84,779+97.2% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 184,982 | $11.6M | 0.17% | +184,982 | New |
| Sienna Gestion | 186,385 | $11.6M | 0.71% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 196,621 | $12.3M | 0.18% | −14,109−6.7% | Reduced |
| State of Wisconsin Investment Board | 197,000 | $12.3M | 0.03% | +197,000 | New |
| Montrusco Bolton Investments Inc. | 203,469 | $12.7M | 0.16% | −99,080−32.7% | Reduced |
| Purpose Unlimited Inc. | 211,161 | $13.2M | 0.60% | +211,161 | New |
| Mn Services Vermogensbeheer B.V. | 219,593 | $13.7M | 0.08% | +2,948+1.4% | Added |
| Franklin Resources Inc | 229,867 | $14.3M | 0.00% | +3,595+1.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 170,360 | $14.6M | 0.82% | −288,916−62.9% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $15.7M | 0.49% | 00.0% | Unchanged |
| APG Asset Management N.V. | 299,208 | $15.9M | 0.05% | −21,692−6.8% | Reduced |
| Citigroup Inc | 258,658 | $16.2M | 0.01% | −114,065−30.6% | Reduced |
| SIG North Trading, ULC | 259,942 | $16.2M | 2.84% | −216,370−45.4% | Reduced |
| Forsta Ap-Fonden | 296,300 | $18.5M | 0.11% | −99,500−25.1% | Reduced |
| American Century Companies Inc | 297,365 | $18.6M | 0.01% | +44,426+17.6% | Added |
| Bridgewater Associates, LP | 306,563 | $19.2M | 0.07% | −9,882−3.1% | Reduced |
| Bank of Nova Scotia Trust Co | 310,263 | $19.4M | 1.68% | −1,813−0.6% | Reduced |
| Man Group plc | 316,540 | $19.8M | 0.04% | +157,363+98.9% | Added |
| Jane Street Group, LLC | 322,032 | $20.1M | 0.02% | +301,491+1,467.8% | Added |
| Allianz Asset Management GmbH | 324,117 | $20.3M | 0.02% | −249,536−43.5% | Reduced |
| State of Tennessee, Treasury Department | 322,936 | $20.5M | 0.07% | −5,616−1.7% | Reduced |
| Pictet Asset Management Holding SA | 329,274 | $20.6M | 0.02% | +25,540+8.4% | Added |
| Barclays PLC | 331,330 | $20.7M | 0.01% | +304,574+1,138.3% | Added |
| Millennium Management LLC | 355,290 | $22.2M | 0.02% | +309,329+673.0% | Added |
| Nicola Wealth Management Ltd. | 366,900 | $22.9M | 2.08% | +10,100+2.8% | Added |
| Caisse de Depot Et Placement du Quebec | 366,999 | $22.9M | 0.04% | +262,015+249.6% | Added |
| Nuveen, LLC | 392,091 | $24.5M | 0.01% | −1,248−0.3% | Reduced |
| Two Sigma Advisers, LP | 397,732 | $24.8M | 0.05% | +343,100+628.0% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $25.2M | 0.19% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 405,549 | $25.3M | 0.02% | −22,300−5.2% | Reduced |
| Public Sector Pension Investment Board | 415,424 | $25.9M | 0.09% | −111,583−21.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 308,197 | $26.4M | 0.03% | +308,197 | New |
| D. E. Shaw & Co., Inc. | 442,458 | $27.6M | 0.02% | +256,618+138.1% | Added |
| Northwest & Ethical Investments L.P. | 442,833 | $27.6M | 0.62% | −95,830−17.8% | Reduced |
| British Columbia Investment Management Corp | 458,240 | $28.6M | 0.15% | −286,117−38.4% | Reduced |
| Guardian Capital LP | 467,976 | $29.2M | 0.87% | +15,849+3.5% | Added |
| Korea Investment CORP | 495,169 | $31.0M | 0.06% | −55,531−10.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 529,521 | $33.1M | 0.08% | +84,069+18.9% | Added |
| Northern Trust Corp | 534,107 | $33.3M | 0.00% | +33,332+6.7% | Added |
| Van Eck Associates Corp | 540,004 | $33.7M | 0.03% | +222,410+70.0% | Added |
| Great West Life Assurance Co | 548,020 | $34.2M | 0.06% | −45,298−7.6% | Reduced |
| Aviva PLC | 569,408 | $35.6M | 0.06% | +27,519+5.1% | Added |
| Bank of New York Mellon Corp | 590,007 | $36.8M | 0.01% | −49,901−7.8% | Reduced |
| UBS Group AG | 597,437 | $37.3M | 0.01% | −184,069−23.6% | Reduced |
| Russell Investments Group, Ltd. | 599,290 | $37.5M | 0.04% | +56,023+10.3% | Added |
| Todd Asset Management LLC | 656,126 | $40.9M | 0.80% | −15,394−2.3% | Reduced |
| First Trust Advisors LP | 670,372 | $41.8M | 0.03% | −38,620−5.4% | Reduced |
| Fiera Capital Corp | 677,197 | $42.3M | 0.13% | −76,671−10.2% | Reduced |
| AQR Capital Management LLC | 797,851 | $49.8M | 0.03% | +783,668+5,525.4% | Added |
| QV Investors Inc. | 798,515 | $49.9M | 4.08% | −204,248−20.4% | Reduced |
| MUFG Securities (Canada), Ltd. | 848,740 | $53.0M | 1.47% | −83,139−8.9% | Reduced |
| BlackRock, Inc. | 854,461 | $53.3M | 0.00% | −42,061−4.7% | Reduced |
| Alberta Investment Management Corp | 927,400 | $57.9M | 0.35% | −174,900−15.9% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $59.2M | 0.11% | 00.0% | Unchanged |