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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 1,741 | $108.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,817 | $113.7K | 0.00% | −15−0.8% | Reduced |
| Assetmark, Inc | 1,841 | $115.2K | 0.00% | +16+0.9% | Added |
| MAI Capital Management | 1,841 | $115.2K | 0.00% | +112+6.5% | Added |
| Perkins Coie Trust Co | 1,871 | $117.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,903 | $119.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,001 | $125.2K | 0.00% | −200−9.1% | Reduced |
| Rhumbline Advisers | 2,022 | $126.5K | 0.00% | +10+0.5% | Added |
| Umb Bank N A | 2,043 | $127.8K | 0.00% | −317−13.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,061 | $128.9K | 0.02% | +213+11.5% | Added |
| Union Bancaire Privee, UBP SA | 2,490 | $134.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,273 | $142.2K | 0.00% | +2,006+751.3% | Added |
| Rexford Capital Inc | 2,655 | $166.1K | 0.12% | 00.0% | Unchanged |
| First Horizon Corp | 2,771 | $173.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,800 | $175.2K | 0.00% | −13−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,979 | $186.4K | 0.00% | +843+39.5% | Added |
| Bruce G. Allen Investments, LLC | 2,994 | $187.3K | 0.12% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,201 | $200.3K | 0.11% | +3,201 | New |
| Axxcess Wealth Management, LLC | 3,223 | $201.6K | 0.01% | +7+0.2% | Added |
| FIL Ltd | 3,321 | $208.1K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,385 | $211.8K | 0.02% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 3,400 | $212.7K | 0.01% | −5,000−59.5% | Reduced |
| Merit Financial Group, LLC | 3,419 | $213.9K | 0.00% | −700−17.0% | Reduced |
| Arkadios Wealth Advisors | 3,437 | $215.0K | 0.00% | +42+1.2% | Added |
| EverSource Wealth Advisors, LLC | 3,567 | $223.1K | 0.01% | +1,101+44.6% | Added |
| Sanctuary Advisors, LLC | 3,596 | $224.9K | 0.00% | +44+1.2% | Added |
| Checchi Capital Advisers, LLC | 3,599 | $225.2K | 0.02% | +214+6.3% | Added |
| Skopos Labs, Inc. | 3,632 | $227.2K | 0.01% | +3,632 | New |
| DGS Capital Management, LLC | 3,693 | $231.0K | 0.04% | +345+10.3% | Added |
| Prudential PLC | 3,756 | $235.4K | 0.00% | −1,664−30.7% | Reduced |
| Well Done, LLC | 3,771 | $235.9K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $240.7K | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 2,789 | $243.1K | 0.00% | +2,789 | New |
| Canopy Partners, LLC | 3,929 | $245.8K | 0.08% | +93+2.4% | Added |
| Wellington-Altus USA Inc. | 2,871 | $247.2K | 0.15% | +156+5.7% | Added |
| Nilsine Partners, LLC | 3,563 | $251.9K | 0.02% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 4,046 | $253.1K | 0.08% | +4,046 | New |
| Cozad Asset Management Inc | 4,072 | $254.7K | 0.02% | −396−8.9% | Reduced |
| Ballast, Inc. | 4,083 | $255.4K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,086 | $255.6K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,098 | $256.4K | 0.01% | +4,098 | New |
| Jain Global LLC | 4,110 | $257.5K | 0.00% | +4,110 | New |
| Aaron Wealth Advisors | 4,122 | $257.9K | 0.01% | +4,122 | New |
| Versant Capital Management, Inc | 4,151 | $259.7K | 0.03% | +776+23.0% | Added |
| Brighton Jones LLC | 4,158 | $260.1K | 0.01% | +4,158 | New |
| HB Wealth Management, LLC | 4,158 | $260.1K | 0.00% | +187+4.7% | Added |
| Villere St Denis J & Co LLC | 4,177 | $261.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 4,230 | $264.6K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,238 | $265.1K | 0.00% | +48+1.1% | Added |
| Parallel Advisors, LLC | 4,273 | $267.4K | 0.00% | +559+15.1% | Added |
| Summit Trail Advisors, LLC | 4,346 | $271.9K | 0.00% | +4,346 | New |
| Glenmede Trust Co NA | 4,410 | $275.9K | 0.00% | +110+2.6% | Added |
| Pathway Financial Advisors LLC | 4,339 | $276.0K | 0.03% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,993 | $282.0K | 0.01% | +3,993 | New |
| Rempart Asset Management Inc. | 4,535 | $283.2K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,557 | $285.1K | 0.01% | +421+10.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,661 | $291.1K | 0.13% | +540+13.1% | Added |
| First Affirmative Financial Network | 4,657 | $291.4K | 0.11% | +4,657 | New |
| Scientech Research LLC | 4,685 | $293.1K | 0.24% | +4,685 | New |
| EP Wealth Advisors, LLC | 4,710 | $294.7K | 0.00% | +417+9.7% | Added |
| Keybank National Association | 4,763 | $298.0K | 0.00% | +4,763 | New |
| Canoe Financial LP | 4,946 | $309.7K | 0.00% | +4,946 | New |
| Confluence Wealth Services, Inc. | 4,985 | $311.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $312.8K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 5,000 | $312.8K | 0.14% | +5,000 | New |
| Louisbourg Investments Inc. | 5,105 | $319.2K | 0.06% | +150+3.0% | Added |
| Benjamin Edwards Inc | 5,226 | $326.9K | 0.00% | +198+3.9% | Added |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $331.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,394 | $337.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,442 | $340.5K | 0.02% | +5,442 | New |
| Pinnacle Associates Ltd | 5,506 | $344.5K | 0.00% | +23+0.4% | Added |
| Harbour Investments, Inc. | 5,509 | $344.6K | 0.01% | +2,128+62.9% | Added |
| Mesirow Financial Investment Management, Inc. | 5,670 | $354.7K | 0.01% | +19+0.3% | Added |
| Rockefeller Capital Management L.P. | 5,700 | $356.7K | 0.00% | +2,132+59.8% | Added |
| Corient IA LLC | 5,710 | $357.2K | 0.34% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,718 | $358.3K | 0.00% | +93+1.7% | Added |
| Evergreen Capital Management LLC | 5,728 | $358.3K | 0.01% | +343+6.4% | Added |
| K.J. Harrison & Partners Inc | 5,745 | $359.2K | 0.06% | +63+1.1% | Added |
| St Germain D J Co Inc | 5,747 | $359.5K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 5,788 | $362.1K | 0.00% | +196+3.5% | Added |
| FreeGulliver LLC | 5,924 | $370.6K | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 5,940 | $371.6K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 6,009 | $375.9K | 0.14% | −22−0.4% | Reduced |
| Summerhill Capital Management lnc. | 6,081 | $380.2K | 0.33% | +6,081 | New |
| Baird Financial Group, Inc. | 6,084 | $380.6K | 0.00% | +10.0% | Added |
| Millennium Management LLC | 6,097 | $381.4K | 0.00% | −349,193−98.3% | Reduced |
| CWM, LLC | 6,126 | $383.3K | 0.00% | −1,007−14.1% | Reduced |
| PDS Planning, Inc | 6,340 | $396.6K | 0.03% | −93−1.4% | Reduced |
| Davidson Trust Co | 6,383 | $399.3K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,441 | $402.9K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,455 | $403.8K | 0.14% | −87−1.3% | Reduced |
| Regions Financial Corp | 6,604 | $413.1K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,146 | $414.3K | 0.00% | +3,297+85.7% | Added |
| Parsons Capital Management Inc | 6,667 | $417.1K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,678 | $417.6K | 0.03% | +209+3.2% | Added |
| denkapparat Operations GmbH | 6,700 | $419.6K | 0.17% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,821 | $426.7K | 0.01% | +2,765+68.2% | Added |
| Ethic Inc. | 6,898 | $431.5K | 0.01% | +2,077+43.1% | Added |
| Yousif Capital Management, LLC | 6,899 | $431.6K | 0.01% | 00.0% | Unchanged |
| Natixis | 7,097 | $444.0K | 0.00% | −1,298−15.5% | Reduced |