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 |
|---|---|---|---|---|---|
| PensionDanmark Pensionsforsikringsaktieselskab | 139,114 | $8.70M | 0.08% | +139,114 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 134,600 | $8.41M | 0.04% | +10,752+8.7% | Added |
| Jefferies Financial Group Inc. | 129,000 | $8.05M | 0.07% | +129,000 | New |
| Lorne Steinberg Wealth Management Inc. | 127,168 | $7.95M | 1.83% | +9,342+7.9% | Added |
| Aviso Financial Inc. | 121,494 | $7.58M | 0.29% | −5,980−4.7% | Reduced |
| Citadel Advisors LLC | 117,580 | $7.34M | 0.00% | +117,580 | New |
| Quadrature Capital Ltd | 115,200 | $7.20M | 0.07% | +33,300+40.7% | Added |
| Oddo BHF Asset Management SAS | 83,716 | $7.17M | 0.27% | +18,600+28.6% | Added |
| AustralianSuper Pty Ltd | 106,561 | $6.65M | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 99,721 | $6.22M | 0.03% | −11,757−10.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 97,278 | $6.07M | 0.00% | +83,253+593.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 86,289 | $5.38M | 0.02% | −2,538−2.9% | Reduced |
| Burney Co | 85,310 | $5.32M | 0.17% | −1,297−1.5% | Reduced |
| Creative Planning | 83,626 | $5.22M | 0.00% | +3,353+4.2% | Added |
| Raymond James Financial Inc | 81,545 | $5.09M | 0.00% | +9,285+12.8% | Added |
| Cetera Investment Advisers | 81,155 | $5.06M | 0.01% | +936+1.2% | Added |
| USS Investment Management Ltd | 74,027 | $4.62M | 0.02% | 00.0% | Unchanged |
| Motco | 72,766 | $4.54M | 0.41% | −1,881−2.5% | Reduced |
| Meritage Portfolio Management | 71,438 | $4.46M | 0.30% | −804−1.1% | Reduced |
| LPL Financial LLC | 71,114 | $4.44M | 0.00% | +12,878+22.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 70,000 | $4.37M | 0.01% | −1,335,000−95.0% | Reduced |
| Harvest Portfolios Group Inc. | 69,212 | $4.32M | 0.08% | +5,281+8.3% | Added |
| Investment Management Corp of Ontario | 68,290 | $4.26M | 0.06% | +47,493+228.4% | Added |
| Utah Retirement Systems | 63,243 | $3.95M | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 62,911 | $3.93M | 0.00% | −2,900−4.4% | Reduced |
| Generali Asset Management SPA SGR | 44,377 | $3.80M | 0.08% | +2,087+4.9% | Added |
| Maryland State Retirement & Pension System | 59,476 | $3.71M | 0.08% | 00.0% | Unchanged |
| Avanza Fonder AB | 42,869 | $3.67M | 0.09% | +10,253+31.4% | Added |
| Symphony Financial, Ltd. Co. | 58,008 | $3.64M | 0.49% | −754−1.3% | Reduced |
| Alliancebernstein L.P. | 54,950 | $3.43M | 0.00% | −33,942−38.2% | Reduced |
| Stifel Financial Corp | 53,469 | $3.34M | 0.00% | −14,867−21.8% | Reduced |
| Commonwealth Equity Services, LLC | 52,942 | $3.30M | 0.00% | −394−0.7% | Reduced |
| Osmosis Investment Management UK Ltd | 49,969 | $3.12M | 0.08% | +49,969 | New |
| Bessemer Group Inc | 49,292 | $3.08M | 0.00% | −5,517−10.1% | Reduced |
| Natixis Advisors, L.P. | 45,541 | $2.84M | 0.00% | −5,713−11.1% | Reduced |
| Qube Research & Technologies Ltd | 44,634 | $2.79M | 0.00% | −24,971−35.9% | Reduced |
| Gold Investment Management Ltd. | 44,599 | $2.78M | 0.89% | +1,731+4.0% | Added |
| Mariner, LLC | 44,587 | $2.78M | 0.00% | +1,278+3.0% | Added |
| Intech Investment Management LLC | 44,208 | $2.76M | 0.02% | +23,672+115.3% | Added |
| Public Employees Retirement System of Ohio | 43,331 | $2.71M | 0.01% | −612−1.4% | Reduced |
| Kraematon Investment Advisors, Inc | 42,820 | $2.67M | 2.13% | −53−0.1% | Reduced |
| Wells Fargo & Company | 42,442 | $2.65M | 0.00% | +13,925+48.8% | Added |
| Numerai GP LLC | 41,091 | $2.56M | 0.31% | +41,091 | New |
| Munich Reinsurance Co Stock Corp in Munich | 35,254 | $2.21M | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 25,422 | $2.18M | 0.23% | +762+3.1% | Added |
| Cardinal Point Capital Management, ULC | 33,241 | $2.08M | 0.14% | +1,272+4.0% | Added |
| XTX Topco Ltd | 32,256 | $2.01M | 0.05% | −6,144−16.0% | Reduced |
| JustInvest LLC | 31,809 | $1.98M | 0.02% | +3,901+14.0% | Added |
| Metis Global Partners, LLC | 30,928 | $1.93M | 0.05% | −6,351−17.0% | Reduced |
| MidFirst Bank | 30,489 | $1.90M | 0.15% | +30,489 | New |
| Lombard Odier Asset Management (Switzerland) SA | 30,336 | $1.89M | 0.08% | −106,303−77.8% | Reduced |
| Laird Norton Trust Company, LLC | 30,098 | $1.88M | 0.04% | +30,098 | New |
| M&T Bank Corp | 29,732 | $1.86M | 0.01% | −16−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 28,413 | $1.77M | 0.06% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 27,800 | $1.74M | 0.01% | −600−2.1% | Reduced |
| Quadrant Capital Group LLC | 27,841 | $1.74M | 0.05% | −5,591−16.7% | Reduced |
| Signaturefd, LLC | 27,817 | $1.74M | 0.03% | +25+0.1% | Added |
| Ensign Peak Advisors, Inc | 26,700 | $1.67M | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 26,589 | $1.66M | 0.12% | −1,728−6.1% | Reduced |
| Cerity Partners LLC | 26,291 | $1.64M | 0.00% | +1,150+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,412 | $1.59M | 0.00% | +9,104+55.8% | Added |
| Northwestern Mutual Wealth Management Co | 25,132 | $1.57M | 0.00% | +3,307+15.2% | Added |
| Pathway Financial Advisers, LLC | 24,517 | $1.53M | 0.44% | −270−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 24,455 | $1.53M | 0.00% | +1,011+4.3% | Added |
| Assenagon Asset Management S.A. | 24,374 | $1.52M | 0.00% | −3,205−11.6% | Reduced |
| HighTower Advisors, LLC | 23,867 | $1.49M | 0.00% | −164−0.7% | Reduced |
| Advisory Resource Group | 23,115 | $1.44M | 0.25% | +1,041+4.7% | Added |
| ASR Vermogensbeheer N.V. | 22,784 | $1.42M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 22,033 | $1.38M | 0.00% | −1,700−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 21,576 | $1.35M | 0.00% | −513−2.3% | Reduced |
| Acadian Asset Management LLC | 21,435 | $1.34M | 0.00% | +8,600+67.0% | Added |
| Old Port Advisors | 20,794 | $1.30M | 0.32% | +2,122+11.4% | Added |
| Hilltop National Bank | 20,239 | $1.26M | 0.31% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,201 | $1.26M | 0.01% | +1,361+7.2% | Added |
| Kestra Advisory Services, LLC | 20,099 | $1.25M | 0.01% | −26−0.1% | Reduced |
| Mason & Associates Inc | 20,068 | $1.25M | 0.24% | −1,932−8.8% | Reduced |
| Envestnet Asset Management Inc | 19,930 | $1.24M | 0.00% | −561−2.7% | Reduced |
| Captrust Financial Advisors | 19,814 | $1.24M | 0.00% | −681−3.3% | Reduced |
| Ieq Capital, LLC | 19,714 | $1.23M | 0.00% | +5,156+35.4% | Added |
| Bleakley Financial Group, LLC | 19,165 | $1.20M | 0.02% | +2,008+11.7% | Added |
| HBK Sorce Advisory LLC | 18,254 | $1.19M | 0.03% | −10−0.1% | Reduced |
| Ameriprise Financial Inc | 14,696 | $1.19M | 0.00% | −1,190−7.5% | Reduced |
| WCG Wealth Advisors LLC | 18,781 | $1.17M | 0.03% | +18,781 | New |
| Campbell & CO Investment Adviser LLC | 18,771 | $1.17M | 0.06% | +5,891+45.7% | Added |
| Sequoia Financial Advisors, LLC | 18,438 | $1.15M | 0.01% | +345+1.9% | Added |
| CI Private Wealth, LLC | 17,868 | $1.12M | 0.00% | −191−1.1% | Reduced |
| Vise Technologies, Inc. | 16,963 | $1.06M | 0.02% | +2,427+16.7% | Added |
| Westerkirk Capital Inc. | 16,660 | $1.04M | 0.10% | −14,600−46.7% | Reduced |
| Verdence Capital Advisors LLC | 16,356 | $1.02M | 0.06% | +18+0.1% | Added |
| HighPoint Advisor Group LLC | 15,931 | $994.1K | 0.02% | +11,961+301.3% | Added |
| UniSuper Management Pty Ltd | 11,200 | $959.6K | 0.01% | +1,400+14.3% | Added |
| Evolve Private Wealth, LLC | 15,182 | $947.4K | 0.06% | +15,182 | New |
| Credit Agricole S A | 13,938 | $869.7K | 0.00% | −398−2.8% | Reduced |
| US Bancorp | 13,643 | $851.3K | 0.00% | +197+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,602 | $848.8K | 0.00% | +1,173+9.4% | Added |
| Janney Montgomery Scott LLC | 13,534 | $845.0K | 0.00% | +2,526+22.9% | Added |
| Truist Financial Corp | 13,345 | $832.7K | 0.00% | +1,092+8.9% | Added |
| Independent Advisor Alliance | 13,280 | $828.7K | 0.02% | +322+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,916 | $824.2K | 0.00% | +222+1.7% | Added |
| Syon Capital LLC | 13,205 | $824.0K | 0.04% | +1,149+9.5% | Added |