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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $62 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 4 | $250 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $281 | 0.00% | +4 | New |
| Victory Capital Management Inc | 6 | $375 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7 | $437 | 0.00% | −2−22.2% | Reduced |
| MV Capital Management, Inc. | 11 | $689 | 0.00% | +6+120.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 12 | $751 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 13 | $813 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $938 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| Grove Bank & Trust | 16 | $1.00K | 0.00% | +16 | New |
| Nemes Rush Group LLC | 19 | $1.19K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.56K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 32 | $2.00K | 0.00% | +27+540.0% | Added |
| Root Financial Partners, LLC | 35 | $2.19K | 0.00% | +12+52.2% | Added |
| Kilter Group LLC | 36 | $2.25K | 0.00% | +6+20.0% | Added |
| TD Private Client Wealth LLC | 41 | $2.56K | 0.00% | −2−4.7% | Reduced |
| North Star Investment Management Corp. | 47 | $2.94K | 0.00% | +7+17.5% | Added |
| Highline Wealth Partners LLC | 69 | $4.32K | 0.00% | +59+590.0% | Added |
| Financial Consulate, Inc | 76 | $4.75K | 0.00% | −1,124−93.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 87 | $5.44K | 0.00% | +87 | New |
| Barrett & Company, Inc. | 94 | $5.88K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 95 | $5.94K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $6.19K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $6.26K | 0.00% | −2,921−96.7% | Reduced |
| GWM Advisors LLC | 108 | $6.73K | 0.00% | +1+0.9% | Added |
| Sunbelt Securities, Inc. | 122 | $7.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 137 | $8.57K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 154 | $9.63K | 0.00% | +30+24.2% | Added |
| Washington Trust Advisors, Inc. | 165 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $10.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $11.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 187 | $11.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 190 | $11.9K | 0.00% | +190 | New |
| Zions Bancorporation, National Association | 202 | $12.6K | 0.00% | −19−8.6% | Reduced |
| Hughes Financial Services, LLC | 205 | $12.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 225 | $14.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 246 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 283 | $17.7K | 0.00% | −28−9.0% | Reduced |
| Sofos Investments, Inc. | 317 | $19.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 327 | $20.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 380 | $23.8K | 0.01% | −299−44.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 400 | $25.0K | 0.00% | +400 | New |
| Duncker Streett & Co Inc | 414 | $25.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 460 | $28.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 467 | $29.2K | 0.00% | −1,184−71.7% | Reduced |
| Brown Brothers Harriman & Co | 481 | $30.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 497 | $31.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 513 | $32.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 441 | $32.3K | 0.00% | +30+7.3% | Added |
| Medallion Wealth Advisors, LLC | 523 | $32.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 523 | $32.7K | 0.00% | +523 | New |
| GAMMA Investing LLC | 576 | $36.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 592 | $37.0K | 0.00% | +151+34.2% | Added |
| Central Trust Co | 600 | $37.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 530 | $38.8K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 638 | $39.9K | 0.01% | −79−11.0% | Reduced |
| Asset Planning,Inc | 678 | $42.4K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $42.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $46.8K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 776 | $48.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 782 | $48.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $49.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 789 | $49.4K | 0.01% | +102+14.8% | Added |
| MCF Advisors LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 801 | $50.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 876 | $54.8K | 0.00% | +876 | New |
| JFS Wealth Advisors, LLC | 916 | $57.3K | 0.00% | −70−7.1% | Reduced |
| Glen Eagle Advisors, LLC | 939 | $58.7K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 994 | $62.2K | 0.01% | −8−0.8% | Reduced |
| City Holding Co | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,006 | $62.9K | 0.00% | −1,687−62.6% | Reduced |
| Evelyn Partners Investment Management LLP | 1,026 | $64.3K | 0.00% | −65−6.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,050 | $65.7K | 0.00% | +1,050 | New |
| Triumph Capital Management | 1,073 | $67.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,074 | $67.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,117 | $69.9K | 0.00% | −4−0.4% | Reduced |
| Tobam | 830 | $72.0K | 0.02% | +252+43.6% | Added |
| CX Institutional | 1,184 | $74.0K | 0.00% | −715−37.7% | Reduced |
| LOM Asset Management Ltd | 850 | $74.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,208 | $76.0K | 0.00% | +1+0.1% | Added |
| Birchbrook, Inc. | 1,295 | $81.0K | 0.04% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,300 | $81.2K | 0.01% | +1,300 | New |
| CoreCap Advisors, LLC | 1,306 | $81.7K | 0.00% | +215+19.7% | Added |
| Pacifica Partners Inc. | 1,328 | $83.0K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1,333 | $83.4K | 0.06% | +1,333 | New |
| Smartleaf Asset Management LLC | 1,359 | $84.2K | 0.00% | −64−4.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,200 | $86.6K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,553 | $97.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $106.9K | 0.01% | −306−15.2% | Reduced |
| Cromwell Holdings LLC | 1,719 | $107.5K | 0.06% | 00.0% | Unchanged |