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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 3,971 | $247.8K | 0.00% | +194+5.1% | Added |
| Wealthspire Advisors, LLC | 3,966 | $247.5K | 0.00% | +1,143+40.5% | Added |
| Beacon Pointe Advisors, LLC | 3,864 | $241.1K | 0.00% | +3,864 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,849 | $240.2K | 0.00% | −8−0.2% | Reduced |
| Canopy Partners, LLC | 3,836 | $239.4K | 0.08% | −59−1.5% | Reduced |
| Well Done, LLC | 3,771 | $235.3K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,729 | $233.1K | 0.13% | −2,791−42.8% | Reduced |
| Parallel Advisors, LLC | 3,714 | $231.8K | 0.00% | −317−7.9% | Reduced |
| We Are One Seven, LLC | 3,696 | $230.6K | 0.00% | +19+0.5% | Added |
| Rockefeller Capital Management L.P. | 3,568 | $222.7K | 0.00% | −749−17.4% | Reduced |
| Nilsine Partners, LLC | 3,563 | $222.3K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,552 | $221.6K | 0.00% | +3,552 | New |
| Buckingham Strategic Partners | 3,524 | $219.9K | 0.00% | +3,524 | New |
| Hillsdale Investment Management Inc. | 3,477 | $217.4K | 0.01% | +145+4.4% | Added |
| Arkadios Wealth Advisors | 3,395 | $211.8K | 0.00% | +28+0.8% | Added |
| Checchi Capital Advisers, LLC | 3,385 | $211.2K | 0.01% | −18−0.5% | Reduced |
| St. Louis Trust Co | 3,385 | $211.2K | 0.02% | +3,385 | New |
| Harbour Investments, Inc. | 3,381 | $211.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,375 | $210.6K | 0.03% | +515+18.0% | Added |
| DGS Capital Management, LLC | 3,348 | $208.9K | 0.04% | +3,348 | New |
| FIL Ltd | 3,321 | $207.3K | 0.00% | −6,562−66.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,216 | $200.7K | 0.00% | +3,216 | New |
| Tower Research Capital LLC (TRC) | 3,021 | $188.5K | 0.00% | −25,609−89.4% | Reduced |
| Bruce G. Allen Investments, LLC | 2,994 | $186.8K | 0.13% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 2,715 | $182.0K | 0.13% | +2,715 | New |
| Independence Bank of Kentucky | 2,844 | $177.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,813 | $175.5K | 0.00% | −197−6.5% | Reduced |
| First Horizon Corp | 2,771 | $172.9K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 2,693 | $168.4K | 0.00% | −307−10.2% | Reduced |
| Rexford Capital Inc | 2,655 | $165.7K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,466 | $153.9K | 0.01% | +360+17.1% | Added |
| Umb Bank N A | 2,360 | $147.3K | 0.00% | +2,007+568.6% | Added |
| Massmutual Trust Co FSB | 2,201 | $137.3K | 0.00% | −67−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,136 | $133.3K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,490 | $132.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,014 | $125.7K | 0.01% | +2,014 | New |
| Rhumbline Advisers | 2,012 | $125.5K | 0.00% | −45−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,000 | $124.8K | 0.00% | −203−9.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $119.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,899 | $118.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $116.8K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,848 | $115.3K | 0.03% | +1,559+539.4% | Added |
| IFP Advisors, Inc | 1,832 | $114.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,825 | $113.9K | 0.00% | −25−1.4% | Reduced |
| Princeton Global Asset Management LLC | 1,741 | $108.6K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,729 | $107.9K | 0.00% | +1,273+279.2% | Added |
| Cromwell Holdings LLC | 1,719 | $107.3K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,651 | $103.0K | 0.00% | −1,907−53.6% | Reduced |
| Chung Wu Investment Group, LLC | 1,553 | $96.9K | 0.08% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,423 | $89.2K | 0.00% | +835+142.0% | Added |
| Pacifica Partners Inc. | 1,328 | $83.1K | 0.04% | +40+3.1% | Added |
| Birchbrook, Inc. | 1,295 | $80.8K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,207 | $75.3K | 0.00% | −95−7.3% | Reduced |
| Financial Consulate, Inc | 1,200 | $74.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $74.9K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 850 | $72.8K | 0.02% | +850 | New |
| Allworth Financial LP | 1,121 | $69.9K | 0.00% | +43+4.0% | Added |
| Evelyn Partners Investment Management LLP | 1,091 | $68.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,091 | $68.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $67.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,073 | $67.0K | 0.01% | +1,073 | New |
| Basecamp Wealth Advisors LLC | 1,002 | $62.5K | 0.01% | +1,002 | New |
| City Holding Co | 1,000 | $62.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 986 | $61.5K | 0.00% | −5−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 939 | $58.6K | 0.01% | −14−1.5% | Reduced |
| Westside Investment Management, Inc. | 801 | $50.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 578 | $50.0K | 0.01% | −238−29.2% | Reduced |
| MCF Advisors LLC | 800 | $49.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 797 | $49.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $49.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 782 | $48.8K | 0.01% | +782 | New |
| Evelyn Partners Investment Management Services Ltd | 776 | $48.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $46.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 717 | $44.7K | 0.01% | −81−10.2% | Reduced |
| Addison Advisors LLC | 687 | $42.9K | 0.01% | −17−2.4% | Reduced |
| BankPlus Trust Department | 681 | $42.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 679 | $42.4K | 0.01% | −246−26.6% | Reduced |
| Asset Planning,Inc | 678 | $42.3K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 600 | $37.4K | 0.00% | −600−50.0% | Reduced |
| GAMMA Investing LLC | 576 | $35.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 513 | $33.5K | 0.01% | +513 | New |
| Mark Sheptoff Financial Planning, LLC | 530 | $33.1K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 523 | $32.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $31.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 497 | $31.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $30.0K | 0.00% | +481 | New |
| WealthCollab, LLC | 460 | $28.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 441 | $27.5K | 0.00% | +55+14.2% | Added |
| Cornerstone Planning Group LLC | 411 | $25.9K | 0.00% | +167+68.4% | Added |
| Duncker Streett & Co Inc | 414 | $25.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $20.4K | 0.01% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 323 | $20.1K | 0.01% | +323 | New |
| Sofos Investments, Inc. | 317 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 311 | $19.4K | 0.00% | +28+9.9% | Added |
| Reflection Asset Management | 303 | $19.3K | 0.01% | +303 | New |
| Flagship Harbor Advisors, LLC | 274 | $17.1K | 0.00% | +274 | New |
| UBS Asset Management Americas Inc | 267 | $16.7K | 0.00% | +267 | New |
| Strategic Investment Solutions, Inc. | 246 | $15.3K | 0.00% | 00.0% | Unchanged |