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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 155,259 | $9.71M | 0.02% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 153,750 | $9.63M | 2.28% | +26,582+20.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150,631 | $9.41M | 0.02% | +4,898+3.4% | Added |
| Guardian Partners Inc. | 145,822 | $9.16M | 0.76% | −2,327−1.6% | Reduced |
| Balyasny Asset Management LLC | 146,173 | $9.14M | 0.02% | +140,494+2,473.9% | Added |
| Citigroup Inc | 145,886 | $9.11M | 0.01% | −112,772−43.6% | Reduced |
| Lighthouse Investment Partners, LLC | 141,691 | $8.86M | 0.33% | +141,691 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 135,725 | $8.48M | 0.04% | +1,125+0.8% | Added |
| Citadel Advisors LLC | 133,635 | $8.36M | 0.01% | +16,055+13.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 131,299 | $8.20M | 0.08% | −7,815−5.6% | Reduced |
| Oddo BHF Asset Management SAS | 87,316 | $7.61M | 0.30% | +3,600+4.3% | Added |
| Aviso Financial Inc. | 115,804 | $7.25M | 0.26% | −5,690−4.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 113,654 | $7.11M | 0.00% | +16,376+16.8% | Added |
| Barclays PLC | 112,413 | $7.03M | 0.00% | −218,917−66.1% | Reduced |
| AustralianSuper Pty Ltd | 110,028 | $6.89M | 0.04% | +3,467+3.3% | Added |
| Swiss Life Asset Management Ltd | 107,198 | $6.71M | 0.03% | −64,829−37.7% | Reduced |
| Creative Planning | 105,613 | $6.61M | 0.00% | +21,987+26.3% | Added |
| Generali Asset Management SPA SGR | 68,473 | $5.97M | 0.12% | +24,096+54.3% | Added |
| SEB Asset Management AB | 90,356 | $5.64M | 0.02% | +90,356 | New |
| Janus Henderson Group PLC | 83,904 | $5.24M | 0.00% | +20,993+33.4% | Added |
| Harvest Portfolios Group Inc. | 83,544 | $5.23M | 0.09% | +14,332+20.7% | Added |
| Cetera Investment Advisers | 79,584 | $4.98M | 0.01% | −1,571−1.9% | Reduced |
| Investment Management Corp of Ontario | 78,890 | $4.94M | 0.06% | +10,600+15.5% | Added |
| Captrust Financial Advisors | 75,616 | $4.73M | 0.01% | +55,802+281.6% | Added |
| USS Investment Management Ltd | 74,441 | $4.67M | 0.02% | +414+0.6% | Added |
| Motco | 72,843 | $4.56M | 0.42% | +77+0.1% | Added |
| LPL Financial LLC | 71,509 | $4.47M | 0.00% | +395+0.6% | Added |
| Raymond James Financial Inc | 70,707 | $4.42M | 0.00% | −10,838−13.3% | Reduced |
| Burney Co | 63,651 | $3.98M | 0.12% | −21,659−25.4% | Reduced |
| Maryland State Retirement & Pension System | 62,611 | $3.92M | 0.08% | +3,135+5.3% | Added |
| Utah Retirement Systems | 61,092 | $3.82M | 0.04% | −2,151−3.4% | Reduced |
| Avanza Fonder AB | 42,869 | $3.74M | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 58,380 | $3.59M | 0.48% | +372+0.6% | Added |
| The PNC Financial Services Group, Inc. | 56,013 | $3.50M | 0.00% | +34,437+159.6% | Added |
| Thrivent Financial for Lutherans | 54,762 | $3.42M | 0.01% | +54,762 | New |
| Alliancebernstein L.P. | 54,184 | $3.38M | 0.00% | −766−1.4% | Reduced |
| Stifel Financial Corp | 53,864 | $3.37M | 0.00% | +395+0.7% | Added |
| Commonwealth Equity Services, LLC | 53,225 | $3.33M | 0.00% | +283+0.5% | Added |
| Natixis Advisors, L.P. | 53,211 | $3.33M | 0.00% | +7,670+16.8% | Added |
| Intech Investment Management LLC | 50,660 | $3.16M | 0.03% | +6,452+14.6% | Added |
| Hillsdale Investment Management Inc. | 50,152 | $3.14M | 0.09% | +46,675+1,342.4% | Added |
| Bessemer Group Inc | 49,755 | $3.11M | 0.00% | +463+0.9% | Added |
| Jane Street Group, LLC | 48,962 | $3.06M | 0.00% | −273,070−84.8% | Reduced |
| Mariner, LLC | 47,121 | $2.95M | 0.00% | +2,534+5.7% | Added |
| Vident Advisory, LLC | 46,499 | $2.91M | 0.02% | +35,039+305.8% | Added |
| Gold Investment Management Ltd. | 45,579 | $2.85M | 0.88% | +980+2.2% | Added |
| Wells Fargo & Company | 43,188 | $2.70M | 0.00% | +746+1.8% | Added |
| Kraematon Investment Advisors, Inc | 42,976 | $2.69M | 2.19% | +156+0.4% | Added |
| Gulf International Bank (UK) Ltd | 42,675 | $2.67M | 0.06% | +14,262+50.2% | Added |
| Public Employees Retirement System of Ohio | 42,518 | $2.65M | 0.01% | −813−1.9% | Reduced |
| V-Square Quantitative Management LLC | 25,422 | $2.22M | 0.23% | 00.0% | Unchanged |
| Cerity Partners LLC | 34,858 | $2.18M | 0.00% | +8,567+32.6% | Added |
| Cardinal Point Capital Management, ULC | 33,731 | $2.11M | 0.13% | +490+1.5% | Added |
| Osmosis Investment Management UK Ltd | 33,552 | $2.09M | 0.06% | −16,417−32.9% | Reduced |
| Ameriprise Financial Inc | 23,690 | $1.97M | 0.00% | +8,994+61.2% | Added |
| MidFirst Bank | 30,622 | $1.92M | 0.16% | +133+0.4% | Added |
| JustInvest LLC | 30,229 | $1.89M | 0.02% | −1,580−5.0% | Reduced |
| Laird Norton Trust Company, LLC | 29,673 | $1.86M | 0.04% | −425−1.4% | Reduced |
| M&T Bank Corp | 28,782 | $1.80M | 0.01% | −950−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,250 | $1.77M | 0.01% | −71,471−71.7% | Reduced |
| Metis Global Partners, LLC | 28,234 | $1.76M | 0.04% | −2,694−8.7% | Reduced |
| Signaturefd, LLC | 28,040 | $1.75M | 0.03% | +223+0.8% | Added |
| Lazard Asset Management LLC | 27,805 | $1.74M | 0.00% | +19,248+224.9% | Added |
| Erste Asset Management GmbH | 27,200 | $1.68M | 0.02% | −600−2.2% | Reduced |
| Pathway Financial Advisers, LLC | 25,602 | $1.60M | 0.45% | +1,085+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 24,935 | $1.56M | 0.00% | −197−0.8% | Reduced |
| Cidel Asset Management Inc | 24,773 | $1.55M | 0.08% | −1,816−6.8% | Reduced |
| Assenagon Asset Management S.A. | 24,766 | $1.55M | 0.00% | +392+1.6% | Added |
| Quadrant Capital Group LLC | 24,280 | $1.52M | 0.05% | −3,561−12.8% | Reduced |
| Old Port Advisors | 24,190 | $1.51M | 0.35% | +3,396+16.3% | Added |
| HighTower Advisors, LLC | 23,717 | $1.48M | 0.00% | −150−0.6% | Reduced |
| Advisory Resource Group | 22,834 | $1.43M | 0.25% | −281−1.2% | Reduced |
| Bleakley Financial Group, LLC | 22,141 | $1.39M | 0.02% | +2,976+15.5% | Added |
| ASR Vermogensbeheer N.V. | 22,084 | $1.38M | 0.02% | −700−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 21,941 | $1.37M | 0.00% | −2,514−10.3% | Reduced |
| Brinker Capital Investments, LLC | 21,871 | $1.37M | 0.01% | +1,670+8.3% | Added |
| Ensign Peak Advisors, Inc | 21,800 | $1.36M | 0.00% | −4,900−18.4% | Reduced |
| Empowered Funds, LLC | 21,397 | $1.34M | 0.01% | +21,397 | New |
| Kestra Advisory Services, LLC | 21,096 | $1.32M | 0.00% | +997+5.0% | Added |
| Ieq Capital, LLC | 21,011 | $1.31M | 0.01% | +1,297+6.6% | Added |
| HBK Sorce Advisory LLC | 18,308 | $1.28M | 0.03% | +54+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,248 | $1.26M | 0.00% | +6,646+48.9% | Added |
| Mason & Associates Inc | 20,068 | $1.24M | 0.24% | 00.0% | Unchanged |
| Numerai GP LLC | 18,805 | $1.18M | 0.12% | −22,286−54.2% | Reduced |
| Sequoia Financial Advisors, LLC | 18,428 | $1.15M | 0.01% | −10−0.1% | Reduced |
| Envestnet Asset Management Inc | 18,281 | $1.14M | 0.00% | −1,649−8.3% | Reduced |
| Westerkirk Capital Inc. | 17,460 | $1.09M | 0.12% | +800+4.8% | Added |
| Mercer Global Advisors Inc | 17,401 | $1.09M | 0.00% | +7,244+71.3% | Added |
| Vise Technologies, Inc. | 16,963 | $1.06M | 0.02% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 16,661 | $1.04M | 0.03% | −2,120−11.3% | Reduced |
| Hilltop National Bank | 16,577 | $1.04M | 0.25% | −3,662−18.1% | Reduced |
| Verdence Capital Advisors LLC | 16,333 | $1.02M | 0.06% | −23−0.1% | Reduced |
| CI Private Wealth, LLC | 16,358 | $1.02M | 0.00% | −1,510−8.5% | Reduced |
| Jones Financial Companies LLLP | 16,515 | $1.01M | 0.00% | +3,321+25.2% | Added |
| Evolve Private Wealth, LLC | 16,099 | $1.01M | 0.05% | +917+6.0% | Added |
| Compagnie Lombard Odier SCmA | 15,811 | $987.4K | 0.01% | +4,061+34.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,711 | $983.0K | 0.00% | −9,701−38.2% | Reduced |
| UniSuper Management Pty Ltd | 11,200 | $976.1K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,194 | $950.5K | 0.00% | +3,740+32.7% | Added |
| Savant Capital, LLC | 14,996 | $938.1K | 0.00% | +8,081+116.9% | Added |