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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 7,131 | $446.1K | 0.00% | +7,131 | New |
| Tacita Capital Inc | 7,263 | $453.6K | 0.27% | +91+1.3% | Added |
| PFG Investments, LLC | 7,284 | $455.7K | 0.02% | −265−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,298 | $456.6K | 0.00% | +7,298 | New |
| Fideuram Asset Management (Ireland) dac | 5,282 | $461.9K | 0.06% | +5,282 | New |
| Atomi Financial Group, Inc. | 7,800 | $488.0K | 0.02% | +1,980+34.0% | Added |
| Private Advisor Group, LLC | 7,861 | $491.8K | 0.00% | +1,731+28.2% | Added |
| Advisory Services Network, LLC | 7,864 | $492.0K | 0.01% | +143+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 7,942 | $496.8K | 0.00% | +1,984+33.3% | Added |
| Blair William & Co | 8,142 | $509.4K | 0.00% | −2,121−20.7% | Reduced |
| Am Investment Strategies LLC | 8,163 | $511.0K | 0.11% | +19+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,270 | $517.4K | 0.01% | −49−0.6% | Reduced |
| 111 Capital | 8,408 | $526.7K | 0.13% | +8,408 | New |
| LGT Group Foundation | 8,493 | $532.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,525 | $533.3K | 0.00% | +4,661+120.6% | Added |
| Toroso Investments, LLC | 8,557 | $535.3K | 0.00% | +2,683+45.7% | Added |
| Acadian Asset Management LLC | 8,900 | $554.0K | 0.00% | −12,535−58.5% | Reduced |
| Financial & Tax Architects, LLC | 8,982 | $561.9K | 0.13% | −3,298−26.9% | Reduced |
| Fifth Third Bancorp | 9,095 | $569.0K | 0.00% | −51−0.6% | Reduced |
| Investment Research Partners LLC | 9,487 | $593.5K | 0.24% | +680+7.7% | Added |
| Plan A Wealth LLC | 9,626 | $602.2K | 0.29% | +547+6.0% | Added |
| Woodstock Corp | 9,647 | $603.5K | 0.05% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,648 | $603.6K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,664 | $604.6K | 0.01% | +4,880+102.0% | Added |
| Candriam Luxembourg S.C.A. | 9,794 | $611.6K | 0.00% | +177+1.8% | Added |
| Cigna Investments Inc | 10,015 | $625.0K | 0.10% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 8,996 | $634.3K | 0.01% | +8,996 | New |
| One Capital Management, LLC | 10,192 | $636.8K | 0.02% | +25+0.2% | Added |
| Claret Asset Management Corp | 10,175 | $637.0K | 0.08% | +1,368+15.5% | Added |
| Brevan Howard Capital Management LP | 10,476 | $655.4K | 0.01% | +10,476 | New |
| Lester Murray Antman dba SimplyRich | 10,505 | $657.0K | 0.17% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,586 | $662.3K | 0.00% | +4,641+78.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,659 | $667.5K | 0.03% | −19,677−64.9% | Reduced |
| Plato Investment Management Ltd | 10,716 | $669.4K | 0.04% | +10,716 | New |
| NorthCrest Asset Manangement, LLC | 10,801 | $687.2K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,179 | $699.4K | 0.00% | +142+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,973 | $710.8K | 0.00% | +9,057+70.1% | Added |
| State Street Corp | 11,592 | $725.2K | 0.00% | −63−0.5% | Reduced |
| Capital World Investors | 11,600 | $726.7K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 11,662 | $746.2K | 0.00% | +3,786+48.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,987 | $749.9K | 0.01% | +586+5.1% | Added |
| Quilter Plc | 8,841 | $770.5K | 0.01% | −115−1.3% | Reduced |
| Brown Advisory Inc | 12,619 | $789.4K | 0.00% | +2,051+19.4% | Added |
| JCP Investment Management, LLC | 12,762 | $798.4K | 0.53% | +12,762 | New |
| Rathbone Brothers plc | 12,950 | $808.7K | 0.00% | +235+1.8% | Added |
| Syon Capital LLC | 13,067 | $817.5K | 0.04% | −138−1.0% | Reduced |
| Independent Advisor Alliance | 13,224 | $827.3K | 0.01% | −56−0.4% | Reduced |
| Truist Financial Corp | 13,691 | $856.5K | 0.00% | +346+2.6% | Added |
| Janney Montgomery Scott LLC | 13,939 | $872.0K | 0.00% | +405+3.0% | Added |
| Credit Agricole S A | 14,080 | $880.8K | 0.00% | +142+1.0% | Added |
| US Bancorp | 14,192 | $887.9K | 0.00% | +549+4.0% | Added |
| Savant Capital, LLC | 14,996 | $938.1K | 0.00% | +8,081+116.9% | Added |
| Pathstone Holdings, LLC | 15,194 | $950.5K | 0.00% | +3,740+32.7% | Added |
| UniSuper Management Pty Ltd | 11,200 | $976.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,711 | $983.0K | 0.00% | −9,701−38.2% | Reduced |
| Compagnie Lombard Odier SCmA | 15,811 | $987.4K | 0.01% | +4,061+34.6% | Added |
| Evolve Private Wealth, LLC | 16,099 | $1.01M | 0.05% | +917+6.0% | Added |
| Jones Financial Companies LLLP | 16,515 | $1.01M | 0.00% | +3,321+25.2% | Added |
| CI Private Wealth, LLC | 16,358 | $1.02M | 0.00% | −1,510−8.5% | Reduced |
| Verdence Capital Advisors LLC | 16,333 | $1.02M | 0.06% | −23−0.1% | Reduced |
| Hilltop National Bank | 16,577 | $1.04M | 0.25% | −3,662−18.1% | Reduced |
| WCG Wealth Advisors LLC | 16,661 | $1.04M | 0.03% | −2,120−11.3% | Reduced |
| Vise Technologies, Inc. | 16,963 | $1.06M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,401 | $1.09M | 0.00% | +7,244+71.3% | Added |
| Westerkirk Capital Inc. | 17,460 | $1.09M | 0.12% | +800+4.8% | Added |
| Envestnet Asset Management Inc | 18,281 | $1.14M | 0.00% | −1,649−8.3% | Reduced |
| Sequoia Financial Advisors, LLC | 18,428 | $1.15M | 0.01% | −10−0.1% | Reduced |
| Numerai GP LLC | 18,805 | $1.18M | 0.12% | −22,286−54.2% | Reduced |
| Mason & Associates Inc | 20,068 | $1.24M | 0.24% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,248 | $1.26M | 0.00% | +6,646+48.9% | Added |
| HBK Sorce Advisory LLC | 18,308 | $1.28M | 0.03% | +54+0.3% | Added |
| Ieq Capital, LLC | 21,011 | $1.31M | 0.01% | +1,297+6.6% | Added |
| Kestra Advisory Services, LLC | 21,096 | $1.32M | 0.00% | +997+5.0% | Added |
| Empowered Funds, LLC | 21,397 | $1.34M | 0.01% | +21,397 | New |
| Ensign Peak Advisors, Inc | 21,800 | $1.36M | 0.00% | −4,900−18.4% | Reduced |
| Brinker Capital Investments, LLC | 21,871 | $1.37M | 0.01% | +1,670+8.3% | Added |
| Advisor Group Holdings, Inc. | 21,941 | $1.37M | 0.00% | −2,514−10.3% | Reduced |
| ASR Vermogensbeheer N.V. | 22,084 | $1.38M | 0.02% | −700−3.1% | Reduced |
| Bleakley Financial Group, LLC | 22,141 | $1.39M | 0.02% | +2,976+15.5% | Added |
| Advisory Resource Group | 22,834 | $1.43M | 0.25% | −281−1.2% | Reduced |
| HighTower Advisors, LLC | 23,717 | $1.48M | 0.00% | −150−0.6% | Reduced |
| Old Port Advisors | 24,190 | $1.51M | 0.35% | +3,396+16.3% | Added |
| Quadrant Capital Group LLC | 24,280 | $1.52M | 0.05% | −3,561−12.8% | Reduced |
| Assenagon Asset Management S.A. | 24,766 | $1.55M | 0.00% | +392+1.6% | Added |
| Cidel Asset Management Inc | 24,773 | $1.55M | 0.08% | −1,816−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,935 | $1.56M | 0.00% | −197−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 25,602 | $1.60M | 0.45% | +1,085+4.4% | Added |
| Erste Asset Management GmbH | 27,200 | $1.68M | 0.02% | −600−2.2% | Reduced |
| Lazard Asset Management LLC | 27,805 | $1.74M | 0.00% | +19,248+224.9% | Added |
| Signaturefd, LLC | 28,040 | $1.75M | 0.03% | +223+0.8% | Added |
| Metis Global Partners, LLC | 28,234 | $1.76M | 0.04% | −2,694−8.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,250 | $1.77M | 0.01% | −71,471−71.7% | Reduced |
| M&T Bank Corp | 28,782 | $1.80M | 0.01% | −950−3.2% | Reduced |
| Laird Norton Trust Company, LLC | 29,673 | $1.86M | 0.04% | −425−1.4% | Reduced |
| JustInvest LLC | 30,229 | $1.89M | 0.02% | −1,580−5.0% | Reduced |
| MidFirst Bank | 30,622 | $1.92M | 0.16% | +133+0.4% | Added |
| Ameriprise Financial Inc | 23,690 | $1.97M | 0.00% | +8,994+61.2% | Added |
| Osmosis Investment Management UK Ltd | 33,552 | $2.09M | 0.06% | −16,417−32.9% | Reduced |
| Cardinal Point Capital Management, ULC | 33,731 | $2.11M | 0.13% | +490+1.5% | Added |
| Cerity Partners LLC | 34,858 | $2.18M | 0.00% | +8,567+32.6% | Added |