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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 13,194 | $823.3K | 0.00% | +1,973+17.6% | Added |
| Rathbone Brothers plc | 12,715 | $794.8K | 0.00% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 12,280 | $766.3K | 0.17% | +26+0.2% | Added |
| Compagnie Lombard Odier SCmA | 11,750 | $734.5K | 0.01% | +2,576+28.1% | Added |
| State Street Corp | 11,655 | $727.3K | 0.00% | −27,443−70.2% | Reduced |
| Capital World Investors | 11,600 | $724.1K | 0.00% | −22,933−66.4% | Reduced |
| Vident Advisory, LLC | 11,460 | $715.2K | 0.01% | −4,774−29.4% | Reduced |
| Pathstone Holdings, LLC | 11,454 | $714.7K | 0.00% | +463+4.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,401 | $711.4K | 0.01% | +5,590+96.2% | Added |
| Walleye Capital LLC | 11,252 | $702.1K | 0.00% | +11,252 | New |
| Quantbot Technologies LP | 11,209 | $699.4K | 0.02% | +7,056+169.9% | Added |
| BNP Paribas Arbitrage, SA | 11,037 | $688.7K | 0.00% | −2,517−18.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,801 | $685.6K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,568 | $659.4K | 0.00% | +211+2.0% | Added |
| Lester Murray Antman dba SimplyRich | 10,505 | $655.0K | 0.17% | +2,473+30.8% | Added |
| Blair William & Co | 10,263 | $640.4K | 0.00% | −3,977−27.9% | Reduced |
| One Capital Management, LLC | 10,167 | $635.2K | 0.02% | +10,167 | New |
| Mercer Global Advisors Inc | 10,157 | $633.8K | 0.00% | +486+5.0% | Added |
| Cigna Investments Inc | 10,015 | $626.0K | 0.09% | −11−0.1% | Reduced |
| Aigen Investment Management, LP | 7,059 | $604.8K | 0.14% | +7,059 | New |
| PDT Partners, LLC | 9,648 | $602.0K | 0.04% | −34,368−78.1% | Reduced |
| Woodstock Corp | 9,647 | $602.0K | 0.05% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,617 | $601.1K | 0.00% | +5+0.1% | Added |
| Fifth Third Bancorp | 9,146 | $570.7K | 0.00% | −840−8.4% | Reduced |
| Plan A Wealth LLC | 9,079 | $566.5K | 0.28% | +572+6.7% | Added |
| Quilter Plc | 8,956 | $559.1K | 0.01% | +2,070+30.1% | Added |
| Claret Asset Management Corp | 8,807 | $550.0K | 0.06% | −174−1.9% | Reduced |
| Investment Research Partners LLC | 8,807 | $549.6K | 0.24% | +62+0.7% | Added |
| Diversify Advisory Services, LLC | 8,580 | $538.9K | 0.02% | +12+0.1% | Added |
| Lazard Asset Management LLC | 8,557 | $534.2K | 0.00% | −251−2.8% | Reduced |
| LGT Group Foundation | 8,493 | $531.2K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 8,400 | $524.2K | 0.03% | 00.0% | Unchanged |
| Natixis | 8,395 | $523.8K | 0.00% | −253−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,319 | $519.1K | 0.01% | +74+0.9% | Added |
| Am Investment Strategies LLC | 8,144 | $508.0K | 0.11% | +18+0.2% | Added |
| Colony Group, LLC | 7,876 | $491.6K | 0.00% | +2,616+49.7% | Added |
| Global Retirement Partners, LLC | 7,806 | $487.1K | 0.01% | +7,472+2,237.1% | Added |
| Advisory Services Network, LLC | 7,721 | $481.8K | 0.01% | +63+0.8% | Added |
| PFG Investments, LLC | 7,549 | $471.0K | 0.02% | +793+11.7% | Added |
| State of Wyoming | 7,490 | $468.2K | 0.05% | +3,450+85.4% | Added |
| Tacita Capital Inc | 7,172 | $448.0K | 0.26% | +2,438+51.5% | Added |
| CWM, LLC | 7,133 | $445.0K | 0.00% | −1,453−16.9% | Reduced |
| TFB Advisors LLC | 7,000 | $436.8K | 0.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,915 | $431.5K | 0.00% | −636−8.4% | Reduced |
| Yousif Capital Management, LLC | 6,899 | $430.7K | 0.00% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 6,700 | $418.2K | 0.23% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,667 | $416.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,604 | $412.1K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,542 | $408.2K | 0.10% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,469 | $404.1K | 0.02% | −209−3.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,441 | $401.9K | 0.03% | −224−3.4% | Reduced |
| PDS Planning, Inc | 6,433 | $401.4K | 0.03% | +20.0% | Added |
| Davidson Trust Co | 6,383 | $398.3K | 0.17% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,130 | $382.5K | 0.00% | +1,425+30.3% | Added |
| Baird Financial Group, Inc. | 6,083 | $379.6K | 0.00% | −10.0% | Reduced |
| Xponance, Inc. | 6,055 | $378.5K | 0.00% | +6,055 | New |
| Alexander Labrunerie & Co., Inc. | 6,031 | $376.3K | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,958 | $371.8K | 0.00% | +1,082+22.2% | Added |
| Gotham Asset Management, LLC | 5,945 | $371.0K | 0.00% | −2,397−28.7% | Reduced |
| Argent Trust Co | 5,940 | $370.7K | 0.01% | −320−5.1% | Reduced |
| FreeGulliver LLC | 5,924 | $369.7K | 0.17% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,901 | $368.2K | 0.10% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,874 | $366.5K | 0.00% | −2,287−28.0% | Reduced |
| Atomi Financial Group, Inc. | 5,820 | $363.2K | 0.01% | +663+12.9% | Added |
| St Germain D J Co Inc | 5,747 | $358.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 5,710 | $356.3K | 0.34% | +5,710 | New |
| K.J. Harrison & Partners Inc | 5,682 | $355.2K | 0.05% | −17−0.3% | Reduced |
| Balyasny Asset Management LLC | 5,679 | $354.6K | 0.00% | −18,464−76.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,651 | $352.6K | 0.01% | +19+0.3% | Added |
| Long Run Wealth Advisors, LLC | 5,627 | $351.2K | 0.07% | +25+0.4% | Added |
| Vontobel Holding Ltd. | 5,625 | $351.1K | 0.00% | +325+6.1% | Added |
| SEI Investments Co | 5,592 | $349.0K | 0.00% | +864+18.3% | Added |
| Pinnacle Associates Ltd | 5,483 | $342.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 5,420 | $338.3K | 0.00% | −27,168−83.4% | Reduced |
| Smithfield Trust Co | 5,394 | $337.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,385 | $336.0K | 0.01% | −1,446−21.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $331.3K | 0.01% | +3,320+167.6% | Added |
| Benjamin Edwards Inc | 5,028 | $313.7K | 0.00% | +460+10.1% | Added |
| CVA Family Office, LLC | 5,000 | $312.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,985 | $311.1K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 4,955 | $309.8K | 0.06% | −12−0.2% | Reduced |
| Ethic Inc. | 4,821 | $300.8K | 0.00% | +4,821 | New |
| Ritholtz Wealth Management | 4,784 | $298.5K | 0.01% | +39+0.8% | Added |
| Valmark Advisers, Inc. | 4,614 | $287.9K | 0.00% | +4,614 | New |
| Rempart Asset Management Inc. | 4,535 | $283.3K | 0.05% | +500+12.4% | Added |
| Cozad Asset Management Inc | 4,468 | $278.8K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,339 | $276.2K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,425 | $276.1K | 0.01% | +682+18.2% | Added |
| Glenmede Trust Co NA | 4,300 | $268.3K | 0.00% | +4,300 | New |
| EP Wealth Advisors, LLC | 4,293 | $267.9K | 0.00% | +4,293 | New |
| Washington Trust Co | 4,230 | $264.0K | 0.01% | −3−0.1% | Reduced |
| NewEdge Wealth, LLC | 4,190 | $261.5K | 0.00% | +109+2.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,121 | $260.7K | 0.11% | +60+1.5% | Added |
| Villere St Denis J & Co LLC | 4,177 | $260.6K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,136 | $258.1K | 0.01% | +30+0.7% | Added |
| Merit Financial Group, LLC | 4,119 | $257.0K | 0.00% | +286+7.5% | Added |
| Frank, Rimerman Advisors LLC | 4,086 | $255.0K | 0.02% | +20+0.5% | Added |
| Ballast, Inc. | 4,083 | $254.8K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,056 | $253.1K | 0.01% | −1,127−21.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $250.9K | 0.04% | 00.0% | Unchanged |