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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 25,422 | $2.22M | 0.23% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 42,518 | $2.65M | 0.01% | −813−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 42,675 | $2.67M | 0.06% | +14,262+50.2% | Added |
| Kraematon Investment Advisors, Inc | 42,976 | $2.69M | 2.19% | +156+0.4% | Added |
| Wells Fargo & Company | 43,188 | $2.70M | 0.00% | +746+1.8% | Added |
| Gold Investment Management Ltd. | 45,579 | $2.85M | 0.88% | +980+2.2% | Added |
| Vident Advisory, LLC | 46,499 | $2.91M | 0.02% | +35,039+305.8% | Added |
| Mariner, LLC | 47,121 | $2.95M | 0.00% | +2,534+5.7% | Added |
| Jane Street Group, LLC | 48,962 | $3.06M | 0.00% | −273,070−84.8% | Reduced |
| Bessemer Group Inc | 49,755 | $3.11M | 0.00% | +463+0.9% | Added |
| Hillsdale Investment Management Inc. | 50,152 | $3.14M | 0.09% | +46,675+1,342.4% | Added |
| Intech Investment Management LLC | 50,660 | $3.16M | 0.03% | +6,452+14.6% | Added |
| Natixis Advisors, L.P. | 53,211 | $3.33M | 0.00% | +7,670+16.8% | Added |
| Commonwealth Equity Services, LLC | 53,225 | $3.33M | 0.00% | +283+0.5% | Added |
| Stifel Financial Corp | 53,864 | $3.37M | 0.00% | +395+0.7% | Added |
| Alliancebernstein L.P. | 54,184 | $3.38M | 0.00% | −766−1.4% | Reduced |
| Thrivent Financial for Lutherans | 54,762 | $3.42M | 0.01% | +54,762 | New |
| The PNC Financial Services Group, Inc. | 56,013 | $3.50M | 0.00% | +34,437+159.6% | Added |
| Symphony Financial, Ltd. Co. | 58,380 | $3.59M | 0.48% | +372+0.6% | Added |
| Avanza Fonder AB | 42,869 | $3.74M | 0.10% | 00.0% | Unchanged |
| Utah Retirement Systems | 61,092 | $3.82M | 0.04% | −2,151−3.4% | Reduced |
| Maryland State Retirement & Pension System | 62,611 | $3.92M | 0.08% | +3,135+5.3% | Added |
| Burney Co | 63,651 | $3.98M | 0.12% | −21,659−25.4% | Reduced |
| Raymond James Financial Inc | 70,707 | $4.42M | 0.00% | −10,838−13.3% | Reduced |
| LPL Financial LLC | 71,509 | $4.47M | 0.00% | +395+0.6% | Added |
| Motco | 72,843 | $4.56M | 0.42% | +77+0.1% | Added |
| USS Investment Management Ltd | 74,441 | $4.67M | 0.02% | +414+0.6% | Added |
| Captrust Financial Advisors | 75,616 | $4.73M | 0.01% | +55,802+281.6% | Added |
| Investment Management Corp of Ontario | 78,890 | $4.94M | 0.06% | +10,600+15.5% | Added |
| Cetera Investment Advisers | 79,584 | $4.98M | 0.01% | −1,571−1.9% | Reduced |
| Harvest Portfolios Group Inc. | 83,544 | $5.23M | 0.09% | +14,332+20.7% | Added |
| Janus Henderson Group PLC | 83,904 | $5.24M | 0.00% | +20,993+33.4% | Added |
| SEB Asset Management AB | 90,356 | $5.64M | 0.02% | +90,356 | New |
| Generali Asset Management SPA SGR | 68,473 | $5.97M | 0.12% | +24,096+54.3% | Added |
| Creative Planning | 105,613 | $6.61M | 0.00% | +21,987+26.3% | Added |
| Swiss Life Asset Management Ltd | 107,198 | $6.71M | 0.03% | −64,829−37.7% | Reduced |
| AustralianSuper Pty Ltd | 110,028 | $6.89M | 0.04% | +3,467+3.3% | Added |
| Barclays PLC | 112,413 | $7.03M | 0.00% | −218,917−66.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 113,654 | $7.11M | 0.00% | +16,376+16.8% | Added |
| Aviso Financial Inc. | 115,804 | $7.25M | 0.26% | −5,690−4.7% | Reduced |
| Oddo BHF Asset Management SAS | 87,316 | $7.61M | 0.30% | +3,600+4.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 131,299 | $8.20M | 0.08% | −7,815−5.6% | Reduced |
| Citadel Advisors LLC | 133,635 | $8.36M | 0.01% | +16,055+13.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 135,725 | $8.48M | 0.04% | +1,125+0.8% | Added |
| Lighthouse Investment Partners, LLC | 141,691 | $8.86M | 0.33% | +141,691 | New |
| Citigroup Inc | 145,886 | $9.11M | 0.01% | −112,772−43.6% | Reduced |
| Balyasny Asset Management LLC | 146,173 | $9.14M | 0.02% | +140,494+2,473.9% | Added |
| Guardian Partners Inc. | 145,822 | $9.16M | 0.76% | −2,327−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150,631 | $9.41M | 0.02% | +4,898+3.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 153,750 | $9.63M | 2.28% | +26,582+20.9% | Added |
| Royal London Asset Management Ltd | 155,259 | $9.71M | 0.02% | 00.0% | Unchanged |
| Addenda Capital Inc. | 112,410 | $9.80M | 0.28% | −820−0.7% | Reduced |
| Allianz Asset Management GmbH | 162,480 | $10.1M | 0.01% | −161,637−49.9% | Reduced |
| Zurich Insurance Group Ltd | 166,326 | $10.4M | 0.08% | +166,326 | New |
| State of Wisconsin Investment Board | 174,700 | $10.9M | 0.02% | −22,300−11.3% | Reduced |
| Sienna Gestion | 186,385 | $11.6M | 0.76% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 188,200 | $11.8M | 0.14% | +73,000+63.4% | Added |
| Quantinno Capital Management LP | 189,760 | $11.9M | 0.02% | +44,355+30.5% | Added |
| Crossmark Global Holdings, Inc. | 190,289 | $11.9M | 0.18% | −6,332−3.2% | Reduced |
| SIG North Trading, ULC | 194,641 | $12.2M | 2.44% | −65,301−25.1% | Reduced |
| Montrusco Bolton Investments Inc. | 200,841 | $12.5M | 0.19% | −2,628−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 219,593 | $13.7M | 0.09% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 170,360 | $14.8M | 0.99% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 250,635 | $15.7M | 0.07% | −55,928−18.2% | Reduced |
| Systematic Alpha Investments, LLC | 250,808 | $15.7M | 0.55% | 00.0% | Unchanged |
| Man Group plc | 253,454 | $15.8M | 0.03% | −63,086−19.9% | Reduced |
| APG Asset Management N.V. | 299,208 | $16.2M | 0.05% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 259,903 | $16.2M | 0.40% | +224,649+637.2% | Added |
| Neuberger Berman Group LLC | 265,057 | $16.5M | 0.01% | −140,492−34.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 274,246 | $17.2M | 0.05% | +274,246 | New |
| Franklin Resources Inc | 280,090 | $17.6M | 0.00% | +50,223+21.8% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 286,362 | $17.9M | 0.27% | +101,380+54.8% | Added |
| Omers Administration Corp | 317,537 | $19.8M | 0.13% | +317,537 | New |
| State of Tennessee, Treasury Department | 319,778 | $20.0M | 0.07% | −3,158−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 334,736 | $21.0M | 0.02% | −107,722−24.3% | Reduced |
| Bank of Nova Scotia Trust Co | 353,727 | $22.1M | 1.90% | +43,464+14.0% | Added |
| Northwest & Ethical Investments L.P. | 374,296 | $23.5M | 0.54% | −68,537−15.5% | Reduced |
| Purpose Unlimited Inc. | 383,668 | $24.0M | 0.99% | +172,507+81.7% | Added |
| Nuveen, LLC | 389,014 | $24.3M | 0.01% | −3,077−0.8% | Reduced |
| American Century Companies Inc | 388,494 | $24.3M | 0.01% | +91,129+30.6% | Added |
| Nicola Wealth Management Ltd. | 394,400 | $24.7M | 2.97% | +27,500+7.5% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $25.3M | 0.20% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 407,711 | $25.5M | 0.73% | −1,604,372−79.7% | Reduced |
| Pictet Asset Management Holding SA | 420,144 | $26.2M | 0.03% | +90,870+27.6% | Added |
| Korea Investment CORP | 428,328 | $26.7M | 0.06% | −66,841−13.5% | Reduced |
| Guardian Capital LP | 470,211 | $29.4M | 0.78% | +2,235+0.5% | Added |
| QV Investors Inc. | 516,510 | $32.3M | 2.61% | −282,005−35.3% | Reduced |
| AQR Capital Management LLC | 523,733 | $32.4M | 0.01% | −274,118−34.4% | Reduced |
| Public Sector Pension Investment Board | 520,747 | $32.6M | 0.10% | +105,323+25.4% | Added |
| Russell Investments Group, Ltd. | 540,795 | $33.6M | 0.04% | −58,495−9.8% | Reduced |
| Northern Trust Corp | 541,414 | $33.9M | 0.00% | +7,307+1.4% | Added |
| Great West Life Assurance Co | 553,663 | $34.6M | 0.06% | +5,643+1.0% | Added |
| Two Sigma Investments, LP | 555,013 | $34.7M | 0.03% | −504,568−47.6% | Reduced |
| First Trust Advisors LP | 580,306 | $36.3M | 0.03% | −90,066−13.4% | Reduced |
| Aviva PLC | 585,303 | $36.6M | 0.06% | +15,895+2.8% | Added |
| Bank of New York Mellon Corp | 624,703 | $39.1M | 0.01% | +34,696+5.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 637,630 | $39.8M | 0.10% | +108,109+20.4% | Added |
| Todd Asset Management LLC | 662,058 | $41.4M | 0.81% | +5,932+0.9% | Added |
| UBS Group AG | 705,808 | $44.2M | 0.01% | +108,371+18.1% | Added |
| British Columbia Investment Management Corp | 712,130 | $44.6M | 0.26% | +253,890+55.4% | Added |