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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

Q1 2026 vs. Q4 2025

How the institutions holding Sun Life Financial Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SLF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4409451+20
Shares251.0M32.6M248.7M+30.4M (+13.9%)
Value$15.8B$2.04B$15.6B+$1.89B (+13.8%)

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Sun Life Financial Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SLF in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC15,974,651$1.00B0.02%
Vanguard Fiduciary Trust Co4,910,508$307.6M0.08%
Vanguard Global Advisers, LLC3,953,128$247.7M0.13%
Picton Mahoney Asset Management1,374,917$86.2M0.90%
Vanguard Asset Management, Ltd1,115,506$69.9M0.06%
Jupiter Asset Management Ltd852,474$53.2M0.28%
Omers Administration Corp317,537$19.8M0.13%
Vanguard Investments Australia, Ltd.274,246$17.2M0.05%
Zurich Insurance Group Ltd166,326$10.4M0.08%
Lighthouse Investment Partners, LLC141,691$8.86M0.33%
SEB Asset Management AB90,356$5.64M0.02%
Thrivent Financial for Lutherans54,762$3.42M0.01%
Empowered Funds, LLC21,397$1.34M0.01%
JCP Investment Management, LLC12,762$798.4K0.53%
Plato Investment Management Ltd10,716$669.4K0.04%
Brevan Howard Capital Management LP10,476$655.4K0.01%
Diversify Wealth Management, LLC8,996$634.3K0.01%
111 Capital8,408$526.7K0.13%
Fideuram Asset Management (Ireland) dac5,282$461.9K0.06%
Capstone Investment Advisors, LLC7,298$456.6K0.00%
Warren Averett Asset Management, LLC7,131$446.1K0.00%
Summerhill Capital Management lnc.6,081$380.2K0.33%
Venturi Wealth Management, LLC5,442$340.5K0.02%
Stonebridge Capital Management Inc5,000$312.8K0.14%
Canoe Financial LP4,946$309.7K0.00%
Keybank National Association4,763$298.0K0.00%
Scientech Research LLC4,685$293.1K0.24%
First Affirmative Financial Network4,657$291.4K0.11%
VestGen Advisors, LLC3,993$282.0K0.01%
Summit Trail Advisors, LLC4,346$271.9K0.00%
Brighton Jones LLC4,158$260.1K0.01%
Aaron Wealth Advisors4,122$257.9K0.01%
Jain Global LLC4,110$257.5K0.00%
Greenwood Gearhart Inc4,098$256.4K0.01%
Goepper Burkhardt LLC4,046$253.1K0.08%
Pinebridge Investments LLC2,789$243.1K0.00%
Skopos Labs, Inc.3,632$227.2K0.01%
McDonough Capital Management, Inc3,201$200.3K0.11%
PlanVest Financial, Inc1,333$83.4K0.06%
Oslo Pensjonsforsikring AS1,300$81.2K0.01%
Beacon Investment Advisory Services, Inc.1,050$65.7K0.00%
Mather Group, LLC.876$54.8K0.00%
Scarborough Advisors, LLC523$32.7K0.00%
Cassaday & Co Wealth Management LLC400$25.0K0.00%
Twin Peaks Wealth Advisors, LLC190$11.9K0.00%
CBIZ Investment Advisory Services, LLC87$5.44K0.00%
Grove Bank & Trust16$1.00K0.00%
Investors Portfolio Services LLC4$2810.00%
Bogart Wealth, LLC4$2500.00%
Transamerica Financial Advisors, Inc.1$620.00%

Sold out (30)

Institutions that held Sun Life Financial Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (9)

Institutions that held Sun Life Financial Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SLF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc25,884,084$1.62B
Norges Bank6,376,216$398.0M
Forsta Ap-Fonden296,300$18.5M
Meritage Portfolio Management71,438$4.46M
Global Retirement Partners, LLC7,806$487.1K
Running Point Capital Advisors, LLC5,901$368.2K
Long Run Wealth Advisors, LLC5,627$351.2K
CIBC Private Wealth Group, LLC2,000$124.8K
Motiv8 Investments LLC125$8.00K