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, Q1 2026
Institutional positions in Sun Life Financial Inc as of Mar 31, 2026. 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
- 451
- +20 vs. Q4 2025
- Shares held
- 248.7M
- +30.4M (+13.9%) vs. Q4 2025
- Total value
- $15.6B
- +$1.89B (+13.8%) vs. Q4 2025
- New holders
- 50
- 177 more added
- Sold out
- 30
- 116 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 41,647,668 | $2.61B | 0.49% | −3,650,465−8.1% | Reduced |
| Vanguard Capital Management LLC | 15,974,651 | $1.00B | 0.02% | +15,974,651 | New |
| TD Asset Management Inc | 14,022,998 | $875.7M | 0.71% | −1,321,926−8.6% | Reduced |
| Bank of Montreal | 10,383,850 | $650.7M | 0.28% | +50,572+0.5% | Added |
| CIBC World Markets Inc. | 9,316,439 | $583.5M | 1.03% | +2,617,720+39.1% | Added |
| 1832 Asset Management L.P. | 9,063,878 | $567.0M | 0.75% | −1,144,360−11.2% | Reduced |
| Toronto Dominion Bank | 7,050,377 | $441.8M | 0.85% | +808,992+13.0% | Added |
| Manufacturers Life Insurance Company, The | 6,945,264 | $434.7M | 0.37% | −706,303−9.2% | Reduced |
| Bank of Nova Scotia | 6,869,280 | $430.2M | 0.75% | +878,031+14.7% | Added |
| National Bank of Canada | 6,679,041 | $417.1M | 0.43% | +360,872+5.7% | Added |
| Mackenzie Financial Corp | 6,102,537 | $382.3M | 0.46% | −106,052−1.7% | Reduced |
| Geode Capital Management, LLC | 5,786,056 | $375.0M | 0.02% | +256,447+4.6% | Added |
| FMR LLC | 5,846,899 | $366.3M | 0.02% | +473,722+8.8% | Added |
| TD Waterhouse Canada Inc. | 5,528,134 | $345.9M | 1.03% | +3,340,511+152.7% | Added |
| Federation des caisses Desjardins du Quebec | 5,482,153 | $341.0M | 1.23% | −91,878−1.6% | Reduced |
| Vanguard Fiduciary Trust Co | 4,910,508 | $307.6M | 0.08% | +4,910,508 | New |
| Canada Pension Plan Investment Board | 3,991,930 | $250.1M | 0.16% | −988,790−19.9% | Reduced |
| Vanguard Global Advisers, LLC | 3,953,128 | $247.7M | 0.13% | +3,953,128 | New |
| Legal & General Group Plc | 3,829,736 | $239.2M | 0.06% | −66,576−1.7% | Reduced |
| Letko, Brosseau & Associates Inc | 3,264,408 | $203.9M | 3.29% | +56,185+1.8% | Added |
| Scotia Capital Inc. | 3,262,998 | $203.6M | 0.84% | −11,449−0.3% | Reduced |
| Morgan Stanley | 2,986,394 | $186.8M | 0.01% | −966,252−24.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,907,092 | $181.5M | 1.23% | −266,272−8.4% | Reduced |
| JPMorgan Chase & Co | 2,765,802 | $171.3M | 0.01% | +176,622+6.8% | Added |
| Fiera Capital Corp | 2,301,995 | $144.0M | 0.49% | +1,624,798+239.9% | Added |
| Cardinal Capital Management, Inc. | 2,231,424 | $139.4M | 3.76% | +1,157,110+107.7% | Added |
| Wellington Management Group LLP | 2,170,349 | $135.5M | 0.03% | −74,860−3.3% | Reduced |
| Goldman Sachs Group Inc | 2,118,954 | $132.6M | 0.02% | +544,309+34.6% | Added |
| Swiss National Bank | 1,864,200 | $116.6M | 0.07% | +378,600+25.5% | Added |
| Charles Schwab Investment Management Inc | 1,746,871 | $109.1M | 0.02% | +51,797+3.1% | Added |
| Dimensional Fund Advisors LP | 1,701,928 | $106.5M | 0.02% | +63,325+3.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,601,200 | $100.3M | 0.17% | +1,531,200+2,187.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,485,780 | $93.0M | 0.21% | −1,262,498−45.9% | Reduced |
| Picton Mahoney Asset Management | 1,374,917 | $86.2M | 0.90% | +1,374,917 | New |
| CIBC Asset Management Inc | 1,358,872 | $84.9M | 0.21% | +13,633+1.0% | Added |
| Invesco Ltd. | 1,188,494 | $74.4M | 0.01% | −194,833−14.1% | Reduced |
| Amundi | 1,176,481 | $73.6M | 0.02% | −55,656−4.5% | Reduced |
| Bank of America Corp | 1,130,209 | $70.7M | 0.01% | −473,879−29.5% | Reduced |
| Value Partners Investments Inc. | 1,126,224 | $70.4M | 5.37% | +2,412+0.2% | Added |
| Vanguard Asset Management, Ltd | 1,115,506 | $69.9M | 0.06% | +1,115,506 | New |
| DekaBank Deutsche Girozentrale | 1,049,330 | $66.7M | 0.11% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,005,742 | $62.9M | 0.02% | −128,125−11.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,001,312 | $62.7M | 0.07% | +693,115+224.9% | Added |
| Agf Management Ltd | 712,939 | $62.1M | 0.28% | +3,241+0.5% | Added |
| Alberta Investment Management Corp | 981,353 | $61.5M | 0.38% | +53,953+5.8% | Added |
| Caisse de Depot Et Placement du Quebec | 957,032 | $59.8M | 0.10% | +590,033+160.8% | Added |
| BlackRock, Inc. | 914,083 | $57.2M | 0.00% | +59,622+7.0% | Added |
| BCV Asset Management Inc. | 879,984 | $54.9M | 1.89% | +12,214+1.4% | Added |
| Jupiter Asset Management Ltd | 852,474 | $53.2M | 0.28% | +852,474 | New |
| MUFG Securities (Canada), Ltd. | 821,562 | $51.4M | 1.48% | −27,178−3.2% | Reduced |
| Van Eck Associates Corp | 740,277 | $46.4M | 0.03% | +200,273+37.1% | Added |
| British Columbia Investment Management Corp | 712,130 | $44.6M | 0.26% | +253,890+55.4% | Added |
| UBS Group AG | 705,808 | $44.2M | 0.01% | +108,371+18.1% | Added |
| Todd Asset Management LLC | 662,058 | $41.4M | 0.81% | +5,932+0.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 637,630 | $39.8M | 0.10% | +108,109+20.4% | Added |
| Bank of New York Mellon Corp | 624,703 | $39.1M | 0.01% | +34,696+5.9% | Added |
| Aviva PLC | 585,303 | $36.6M | 0.06% | +15,895+2.8% | Added |
| First Trust Advisors LP | 580,306 | $36.3M | 0.03% | −90,066−13.4% | Reduced |
| Two Sigma Investments, LP | 555,013 | $34.7M | 0.03% | −504,568−47.6% | Reduced |
| Great West Life Assurance Co | 553,663 | $34.6M | 0.06% | +5,643+1.0% | Added |
| Northern Trust Corp | 541,414 | $33.9M | 0.00% | +7,307+1.4% | Added |
| Russell Investments Group, Ltd. | 540,795 | $33.6M | 0.04% | −58,495−9.8% | Reduced |
| Public Sector Pension Investment Board | 520,747 | $32.6M | 0.10% | +105,323+25.4% | Added |
| AQR Capital Management LLC | 523,733 | $32.4M | 0.01% | −274,118−34.4% | Reduced |
| QV Investors Inc. | 516,510 | $32.3M | 2.61% | −282,005−35.3% | Reduced |
| Guardian Capital LP | 470,211 | $29.4M | 0.78% | +2,235+0.5% | Added |
| Korea Investment CORP | 428,328 | $26.7M | 0.06% | −66,841−13.5% | Reduced |
| Pictet Asset Management Holding SA | 420,144 | $26.2M | 0.03% | +90,870+27.6% | Added |
| Intact Investment Management Inc. | 407,711 | $25.5M | 0.73% | −1,604,372−79.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 403,750 | $25.3M | 0.20% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 394,400 | $24.7M | 2.97% | +27,500+7.5% | Added |
| American Century Companies Inc | 388,494 | $24.3M | 0.01% | +91,129+30.6% | Added |
| Nuveen, LLC | 389,014 | $24.3M | 0.01% | −3,077−0.8% | Reduced |
| Purpose Unlimited Inc. | 383,668 | $24.0M | 0.99% | +172,507+81.7% | Added |
| Northwest & Ethical Investments L.P. | 374,296 | $23.5M | 0.54% | −68,537−15.5% | Reduced |
| Bank of Nova Scotia Trust Co | 353,727 | $22.1M | 1.90% | +43,464+14.0% | Added |
| D. E. Shaw & Co., Inc. | 334,736 | $21.0M | 0.02% | −107,722−24.3% | Reduced |
| State of Tennessee, Treasury Department | 319,778 | $20.0M | 0.07% | −3,158−1.0% | Reduced |
| Omers Administration Corp | 317,537 | $19.8M | 0.13% | +317,537 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 286,362 | $17.9M | 0.27% | +101,380+54.8% | Added |
| Franklin Resources Inc | 280,090 | $17.6M | 0.00% | +50,223+21.8% | Added |
| Vanguard Investments Australia, Ltd. | 274,246 | $17.2M | 0.05% | +274,246 | New |
| Neuberger Berman Group LLC | 265,057 | $16.5M | 0.01% | −140,492−34.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 259,903 | $16.2M | 0.40% | +224,649+637.2% | Added |
| APG Asset Management N.V. | 299,208 | $16.2M | 0.05% | 00.0% | Unchanged |
| Man Group plc | 253,454 | $15.8M | 0.03% | −63,086−19.9% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $15.7M | 0.55% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 250,635 | $15.7M | 0.07% | −55,928−18.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 170,360 | $14.8M | 0.99% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 219,593 | $13.7M | 0.09% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 200,841 | $12.5M | 0.19% | −2,628−1.3% | Reduced |
| SIG North Trading, ULC | 194,641 | $12.2M | 2.44% | −65,301−25.1% | Reduced |
| Crossmark Global Holdings, Inc. | 190,289 | $11.9M | 0.18% | −6,332−3.2% | Reduced |
| Quantinno Capital Management LP | 189,760 | $11.9M | 0.02% | +44,355+30.5% | Added |
| Quadrature Capital Ltd | 188,200 | $11.8M | 0.14% | +73,000+63.4% | Added |
| Sienna Gestion | 186,385 | $11.6M | 0.76% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 174,700 | $10.9M | 0.02% | −22,300−11.3% | Reduced |
| Zurich Insurance Group Ltd | 166,326 | $10.4M | 0.08% | +166,326 | New |
| Allianz Asset Management GmbH | 162,480 | $10.1M | 0.01% | −161,637−49.9% | Reduced |
| Addenda Capital Inc. | 112,410 | $9.80M | 0.28% | −820−0.7% | Reduced |