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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 709,698 | $60.8M | 0.26% | −194,786−21.5% | Reduced |
| Two Sigma Investments, LP | 1,059,581 | $66.1M | 0.10% | +944,700+822.3% | Added |
| Value Partners Investments Inc. | 1,123,812 | $70.3M | 5.39% | +4,679+0.4% | Added |
| Deutsche Bank AG | 1,133,867 | $70.8M | 0.02% | −44,395−3.8% | Reduced |
| BCV Asset Management Inc. | 867,770 | $76.4M | 1.93% | +867,770 | New |
| Amundi | 1,232,137 | $76.9M | 0.02% | −427,513−25.8% | Reduced |
| CIBC Asset Management Inc | 1,345,239 | $84.0M | 0.20% | −2,085,878−60.8% | Reduced |
| Invesco Ltd. | 1,383,327 | $86.3M | 0.01% | +25,196+1.9% | Added |
| Cardinal Capital Management, Inc. | 1,074,314 | $92.0M | 2.07% | −70,910−6.2% | Reduced |
| Swiss National Bank | 1,485,600 | $92.9M | 0.06% | −136,000−8.4% | Reduced |
| Goldman Sachs Group Inc | 1,574,645 | $98.3M | 0.01% | −773,647−32.9% | Reduced |
| Bank of America Corp | 1,604,088 | $100.1M | 0.01% | −51,658−3.1% | Reduced |
| Dimensional Fund Advisors LP | 1,638,603 | $102.3M | 0.02% | −1,198−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,695,074 | $106.0M | 0.02% | +71,971+4.4% | Added |
| Intact Investment Management Inc. | 2,012,083 | $125.6M | 3.61% | +741,136+58.3% | Added |
| TD Waterhouse Canada Inc. | 2,187,623 | $136.4M | 0.85% | +215,811+10.9% | Added |
| Wellington Management Group LLP | 2,245,209 | $140.3M | 0.02% | +1,240,241+123.4% | Added |
| JPMorgan Chase & Co | 2,589,180 | $161.6M | 0.01% | −144,794−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,748,278 | $171.5M | 0.45% | −919,879−25.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,173,364 | $198.4M | 1.22% | −1,091,806−25.6% | Reduced |
| Letko, Brosseau & Associates Inc | 3,208,223 | $200.5M | 3.28% | +13,219+0.4% | Added |
| Scotia Capital Inc. | 3,274,447 | $204.2M | 0.82% | −29,286−0.9% | Reduced |
| Legal & General Group Plc | 3,896,312 | $243.5M | 0.05% | +36,698+1.0% | Added |
| Morgan Stanley | 3,952,646 | $246.6M | 0.01% | +1,834,772+86.6% | Added |
| Canada Pension Plan Investment Board | 4,980,720 | $310.9M | 0.21% | +1,202,852+31.8% | Added |
| FMR LLC | 5,373,177 | $335.4M | 0.02% | +5,506+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,574,031 | $347.8M | 1.33% | −74,950−1.3% | Reduced |
| Geode Capital Management, LLC | 5,529,609 | $353.2M | 0.02% | +347,041+6.7% | Added |
| Bank of Nova Scotia | 5,991,249 | $374.0M | 0.55% | +1,277,583+27.1% | Added |
| Mackenzie Financial Corp | 6,208,589 | $388.3M | 0.46% | −2,866,634−31.6% | Reduced |
| Toronto Dominion Bank | 6,241,385 | $389.6M | 0.69% | +459,294+7.9% | Added |
| National Bank of Canada | 6,318,169 | $393.8M | 0.40% | −879,332−12.2% | Reduced |
| Norges Bank | 6,376,216 | $398.0M | 0.04% | +6,376,216 | New |
| CIBC World Markets Inc. | 6,698,719 | $418.2M | 0.75% | +1,681,351+33.5% | Added |
| Manufacturers Life Insurance Company, The | 7,651,567 | $478.6M | 0.39% | −317,381−4.0% | Reduced |
| 1832 Asset Management L.P. | 10,208,238 | $637.0M | 0.81% | +30,259+0.3% | Added |
| Bank of Montreal | 10,333,278 | $645.1M | 0.26% | +517,007+5.3% | Added |
| TD Asset Management Inc | 15,344,924 | $959.1M | 0.77% | −376,575−2.4% | Reduced |
| Vanguard Group Inc | 25,884,084 | $1.62B | 0.02% | +534,772+2.1% | Added |
| Royal Bank of Canada | 45,298,133 | $2.83B | 0.50% | −5,082,424−10.1% | Reduced |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,953,362−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −490,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −436,831−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −183,564−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −96,701−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −48,580−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −38,975−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −25,730−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −16,324−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,801−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,565−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| HAP Trading, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Sagard Holdings Management Inc. | – | – | – | – | Not filed |
| Lowe Wealth Advisors, LLC | – | – | – | – | Not filed |