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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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ4 2025: 440 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ4 2025: $15.8B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Geneos Wealth Management Inc.241$15.1K0.00%00.0%Unchanged
Coston, McIsaac & Partners251$15.0K0.00%+251New
BFSG, LLC225$14.0K0.00%00.0%Unchanged
Zions Bancorporation, National Association221$13.8K0.00%+6+2.8%Added
Hughes Financial Services, LLC205$12.8K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC187$11.7K0.00%00.0%Unchanged
SBI Securities Co., Ltd.185$11.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc170$10.6K0.00%−50−22.7%Reduced
Laurel Wealth Advisors LLC170$10.6K0.00%+170New
Washington Trust Advisors, Inc.165$10.3K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.150$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.144$8.99K0.00%+8+5.9%Added
True Wealth Design, LLC137$8.55K0.00%−27−16.5%Reduced
Motiv8 Investments LLC125$8.00K0.00%+125New
Bare Financial Services, Inc124$7.74K0.00%−15−10.8%Reduced
Bangor Savings Bank122$7.61K0.00%00.0%Unchanged
Sunbelt Securities, Inc.122$7.61K0.00%00.0%Unchanged
GWM Advisors LLC107$6.68K0.00%00.0%Unchanged
Key Financial Inc99$6.18K0.00%00.0%Unchanged
JCIC Asset Management Inc.95$5.93K0.00%−40−29.6%Reduced
Barrett & Company, Inc.94$5.87K0.00%00.0%Unchanged
TD Private Client Wealth LLC43$2.68K0.00%+18+72.0%Added
North Star Investment Management Corp.40$2.50K0.00%+40New
Penserra Capital Management LLC33$2.00K0.00%−15−31.3%Reduced
Kilter Group LLC30$1.87K0.00%+22+275.0%Added
Raffa Wealth Management, LLC25$1.56K0.00%00.0%Unchanged
Root Financial Partners, LLC23$1.44K0.00%+23New
Creative Financial Designs Inc20$1.25K0.00%00.0%Unchanged
SageView Advisory Group, LLC19$1.19K0.00%+19New
Nemes Rush Group LLC19$1.19K0.00%+19New
Cornerstone Financial Management LLC15$9360.00%+15New
Godfrey Financial Associates, Inc.13$8110.00%+13New
Stone House Investment Management, LLC12$7490.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.12$7490.00%+12New
Highline Wealth Partners LLC10$6240.00%+5+100.0%Added
Simplex Trading, LLC9$5610.00%+9New
Victory Capital Management Inc6$3740.00%00.0%Unchanged
MV Capital Management, Inc.5$3120.00%+5New
Optiver Holding B.V.5$3120.00%+5New
Mascoma Wealth Management LLC1$610.00%−19−95.0%Reduced
HSBC Holdings PLC0$00.00%−1,953,362−100.0%Sold out
Nearwater Capital Markets, Ltd0$00.00%−490,000−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−436,831−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−200,000−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−183,564−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−96,701−100.0%Sold out
Renaissance Technologies LLC0$00.00%−53,600−100.0%Sold out
Ninepoint Partners LP0$00.00%−48,580−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−38,975−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−25,730−100.0%Sold out
FJ Capital Management LLC0$00.00%−16,324−100.0%Sold out
Prudential Financial Inc0$00.00%−10,801−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−9,565−100.0%Sold out
MQS Management LLC0$00.00%−8,150−100.0%Sold out
Jain Global LLC0$00.00%−4,710−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−4,700−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,617−100.0%Sold out
Brighton Jones LLC0$00.00%−4,544−100.0%Sold out
Squarepoint Ops LLC0$00.00%−4,544−100.0%Sold out
Capital City Trust Co0$00.00%−4,379−100.0%Sold out
HRT Financial LP0$00.00%−3,981−100.0%Sold out
Virtu Financial LLC0$00.00%−3,971−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−3,898−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−3,749−100.0%Sold out
King Luther Capital Management Corp0$00.00%−3,623−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−3,357−100.0%Sold out
Ascent Group, LLC0$00.00%−3,337−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,728−100.0%Sold out
Macquarie Group Ltd0$00.00%−2,396−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−1,100−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−1,026−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−330−100.0%Sold out
Principal Securities, Inc.0$00.00%−268−100.0%Sold out
Mather Group, LLC.0$00.00%−151−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−54−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−44−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−18−100.0%Sold out
Bayforest Capital Ltd0$00.00%−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