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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 740,277 | $46.4M | 0.03% | +200,273+37.1% | Added |
| MUFG Securities (Canada), Ltd. | 821,562 | $51.4M | 1.48% | −27,178−3.2% | Reduced |
| Jupiter Asset Management Ltd | 852,474 | $53.2M | 0.28% | +852,474 | New |
| BCV Asset Management Inc. | 879,984 | $54.9M | 1.89% | +12,214+1.4% | Added |
| BlackRock, Inc. | 914,083 | $57.2M | 0.00% | +59,622+7.0% | Added |
| Caisse de Depot Et Placement du Quebec | 957,032 | $59.8M | 0.10% | +590,033+160.8% | Added |
| Alberta Investment Management Corp | 981,353 | $61.5M | 0.38% | +53,953+5.8% | Added |
| Agf Management Ltd | 712,939 | $62.1M | 0.28% | +3,241+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,001,312 | $62.7M | 0.07% | +693,115+224.9% | Added |
| Deutsche Bank AG | 1,005,742 | $62.9M | 0.02% | −128,125−11.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $66.7M | 0.11% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 1,115,506 | $69.9M | 0.06% | +1,115,506 | New |
| Value Partners Investments Inc. | 1,126,224 | $70.4M | 5.37% | +2,412+0.2% | Added |
| Bank of America Corp | 1,130,209 | $70.7M | 0.01% | −473,879−29.5% | Reduced |
| Amundi | 1,176,481 | $73.6M | 0.02% | −55,656−4.5% | Reduced |
| Invesco Ltd. | 1,188,494 | $74.4M | 0.01% | −194,833−14.1% | Reduced |
| CIBC Asset Management Inc | 1,358,872 | $84.9M | 0.21% | +13,633+1.0% | Added |
| Picton Mahoney Asset Management | 1,374,917 | $86.2M | 0.90% | +1,374,917 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,485,780 | $93.0M | 0.21% | −1,262,498−45.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,601,200 | $100.3M | 0.17% | +1,531,200+2,187.4% | Added |
| Dimensional Fund Advisors LP | 1,701,928 | $106.5M | 0.02% | +63,325+3.9% | Added |
| Charles Schwab Investment Management Inc | 1,746,871 | $109.1M | 0.02% | +51,797+3.1% | Added |
| Swiss National Bank | 1,864,200 | $116.6M | 0.07% | +378,600+25.5% | Added |
| Goldman Sachs Group Inc | 2,118,954 | $132.6M | 0.02% | +544,309+34.6% | Added |
| Wellington Management Group LLP | 2,170,349 | $135.5M | 0.03% | −74,860−3.3% | Reduced |
| Cardinal Capital Management, Inc. | 2,231,424 | $139.4M | 3.76% | +1,157,110+107.7% | Added |
| Fiera Capital Corp | 2,301,995 | $144.0M | 0.49% | +1,624,798+239.9% | Added |
| JPMorgan Chase & Co | 2,765,802 | $171.3M | 0.01% | +176,622+6.8% | Added |
| Beutel, Goodman & Co Ltd. | 2,907,092 | $181.5M | 1.23% | −266,272−8.4% | Reduced |
| Morgan Stanley | 2,986,394 | $186.8M | 0.01% | −966,252−24.4% | Reduced |
| Scotia Capital Inc. | 3,262,998 | $203.6M | 0.84% | −11,449−0.3% | Reduced |
| Letko, Brosseau & Associates Inc | 3,264,408 | $203.9M | 3.29% | +56,185+1.8% | Added |
| Legal & General Group Plc | 3,829,736 | $239.2M | 0.06% | −66,576−1.7% | Reduced |
| Vanguard Global Advisers, LLC | 3,953,128 | $247.7M | 0.13% | +3,953,128 | New |
| Canada Pension Plan Investment Board | 3,991,930 | $250.1M | 0.16% | −988,790−19.9% | Reduced |
| Vanguard Fiduciary Trust Co | 4,910,508 | $307.6M | 0.08% | +4,910,508 | New |
| Federation des caisses Desjardins du Quebec | 5,482,153 | $341.0M | 1.23% | −91,878−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,528,134 | $345.9M | 1.03% | +3,340,511+152.7% | Added |
| FMR LLC | 5,846,899 | $366.3M | 0.02% | +473,722+8.8% | Added |
| Geode Capital Management, LLC | 5,786,056 | $375.0M | 0.02% | +256,447+4.6% | Added |
| Mackenzie Financial Corp | 6,102,537 | $382.3M | 0.46% | −106,052−1.7% | Reduced |
| National Bank of Canada | 6,679,041 | $417.1M | 0.43% | +360,872+5.7% | Added |
| Bank of Nova Scotia | 6,869,280 | $430.2M | 0.75% | +878,031+14.7% | Added |
| Manufacturers Life Insurance Company, The | 6,945,264 | $434.7M | 0.37% | −706,303−9.2% | Reduced |
| Toronto Dominion Bank | 7,050,377 | $441.8M | 0.85% | +808,992+13.0% | Added |
| 1832 Asset Management L.P. | 9,063,878 | $567.0M | 0.75% | −1,144,360−11.2% | Reduced |
| CIBC World Markets Inc. | 9,316,439 | $583.5M | 1.03% | +2,617,720+39.1% | Added |
| Bank of Montreal | 10,383,850 | $650.7M | 0.28% | +50,572+0.5% | Added |
| TD Asset Management Inc | 14,022,998 | $875.7M | 0.71% | −1,321,926−8.6% | Reduced |
| Vanguard Capital Management LLC | 15,974,651 | $1.00B | 0.02% | +15,974,651 | New |
| Royal Bank of Canada | 41,647,668 | $2.61B | 0.49% | −3,650,465−8.1% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −397,732−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −129,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −86,289−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −44,634−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,256−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −22,033−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,771−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,209−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Running Point Capital Advisors, LLC | – | – | – | – | Not filed |
| Long Run Wealth Advisors, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |