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 |
|---|---|---|---|---|---|
| US Bancorp | 14,192 | $887.9K | 0.00% | +549+4.0% | Added |
| Credit Agricole S A | 14,080 | $880.8K | 0.00% | +142+1.0% | Added |
| Janney Montgomery Scott LLC | 13,939 | $872.0K | 0.00% | +405+3.0% | Added |
| Truist Financial Corp | 13,691 | $856.5K | 0.00% | +346+2.6% | Added |
| Independent Advisor Alliance | 13,224 | $827.3K | 0.01% | −56−0.4% | Reduced |
| Syon Capital LLC | 13,067 | $817.5K | 0.04% | −138−1.0% | Reduced |
| Rathbone Brothers plc | 12,950 | $808.7K | 0.00% | +235+1.8% | Added |
| JCP Investment Management, LLC | 12,762 | $798.4K | 0.53% | +12,762 | New |
| Brown Advisory Inc | 12,619 | $789.4K | 0.00% | +2,051+19.4% | Added |
| Quilter Plc | 8,841 | $770.5K | 0.01% | −115−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,987 | $749.9K | 0.01% | +586+5.1% | Added |
| Colony Group, LLC | 11,662 | $746.2K | 0.00% | +3,786+48.1% | Added |
| Capital World Investors | 11,600 | $726.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 11,592 | $725.2K | 0.00% | −63−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,973 | $710.8K | 0.00% | +9,057+70.1% | Added |
| BNP Paribas Arbitrage, SA | 11,179 | $699.4K | 0.00% | +142+1.3% | Added |
| NorthCrest Asset Manangement, LLC | 10,801 | $687.2K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 10,716 | $669.4K | 0.04% | +10,716 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,659 | $667.5K | 0.03% | −19,677−64.9% | Reduced |
| Gotham Asset Management, LLC | 10,586 | $662.3K | 0.00% | +4,641+78.1% | Added |
| Lester Murray Antman dba SimplyRich | 10,505 | $657.0K | 0.17% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,476 | $655.4K | 0.01% | +10,476 | New |
| Claret Asset Management Corp | 10,175 | $637.0K | 0.08% | +1,368+15.5% | Added |
| One Capital Management, LLC | 10,192 | $636.8K | 0.02% | +25+0.2% | Added |
| Diversify Wealth Management, LLC | 8,996 | $634.3K | 0.01% | +8,996 | New |
| Cigna Investments Inc | 10,015 | $625.0K | 0.10% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,794 | $611.6K | 0.00% | +177+1.8% | Added |
| Ritholtz Wealth Management | 9,664 | $604.6K | 0.01% | +4,880+102.0% | Added |
| PDT Partners, LLC | 9,648 | $603.6K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 9,647 | $603.5K | 0.05% | 00.0% | Unchanged |
| Plan A Wealth LLC | 9,626 | $602.2K | 0.29% | +547+6.0% | Added |
| Investment Research Partners LLC | 9,487 | $593.5K | 0.24% | +680+7.7% | Added |
| Fifth Third Bancorp | 9,095 | $569.0K | 0.00% | −51−0.6% | Reduced |
| Financial & Tax Architects, LLC | 8,982 | $561.9K | 0.13% | −3,298−26.9% | Reduced |
| Acadian Asset Management LLC | 8,900 | $554.0K | 0.00% | −12,535−58.5% | Reduced |
| Toroso Investments, LLC | 8,557 | $535.3K | 0.00% | +2,683+45.7% | Added |
| Beacon Pointe Advisors, LLC | 8,525 | $533.3K | 0.00% | +4,661+120.6% | Added |
| LGT Group Foundation | 8,493 | $532.2K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 8,408 | $526.7K | 0.13% | +8,408 | New |
| Prime Capital Investment Advisors, LLC | 8,270 | $517.4K | 0.01% | −49−0.6% | Reduced |
| Am Investment Strategies LLC | 8,163 | $511.0K | 0.11% | +19+0.2% | Added |
| Blair William & Co | 8,142 | $509.4K | 0.00% | −2,121−20.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,942 | $496.8K | 0.00% | +1,984+33.3% | Added |
| Advisory Services Network, LLC | 7,864 | $492.0K | 0.01% | +143+1.9% | Added |
| Private Advisor Group, LLC | 7,861 | $491.8K | 0.00% | +1,731+28.2% | Added |
| Atomi Financial Group, Inc. | 7,800 | $488.0K | 0.02% | +1,980+34.0% | Added |
| Fideuram Asset Management (Ireland) dac | 5,282 | $461.9K | 0.06% | +5,282 | New |
| Capstone Investment Advisors, LLC | 7,298 | $456.6K | 0.00% | +7,298 | New |
| PFG Investments, LLC | 7,284 | $455.7K | 0.02% | −265−3.5% | Reduced |
| Tacita Capital Inc | 7,263 | $453.6K | 0.27% | +91+1.3% | Added |
| Warren Averett Asset Management, LLC | 7,131 | $446.1K | 0.00% | +7,131 | New |
| Natixis | 7,097 | $444.0K | 0.00% | −1,298−15.5% | Reduced |
| Yousif Capital Management, LLC | 6,899 | $431.6K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 6,898 | $431.5K | 0.01% | +2,077+43.1% | Added |
| CAPROCK Group, Inc. | 6,821 | $426.7K | 0.01% | +2,765+68.2% | Added |
| denkapparat Operations GmbH | 6,700 | $419.6K | 0.17% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,678 | $417.6K | 0.03% | +209+3.2% | Added |
| Parsons Capital Management Inc | 6,667 | $417.1K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,146 | $414.3K | 0.00% | +3,297+85.7% | Added |
| Regions Financial Corp | 6,604 | $413.1K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,455 | $403.8K | 0.14% | −87−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,441 | $402.9K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 6,383 | $399.3K | 0.17% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,340 | $396.6K | 0.03% | −93−1.4% | Reduced |
| CWM, LLC | 6,126 | $383.3K | 0.00% | −1,007−14.1% | Reduced |
| Millennium Management LLC | 6,097 | $381.4K | 0.00% | −349,193−98.3% | Reduced |
| Baird Financial Group, Inc. | 6,084 | $380.6K | 0.00% | +10.0% | Added |
| Summerhill Capital Management lnc. | 6,081 | $380.2K | 0.33% | +6,081 | New |
| Alexander Labrunerie & Co., Inc. | 6,009 | $375.9K | 0.14% | −22−0.4% | Reduced |
| Argent Trust Co | 5,940 | $371.6K | 0.01% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,924 | $370.6K | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 5,788 | $362.1K | 0.00% | +196+3.5% | Added |
| St Germain D J Co Inc | 5,747 | $359.5K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,745 | $359.2K | 0.06% | +63+1.1% | Added |
| Evergreen Capital Management LLC | 5,728 | $358.3K | 0.01% | +343+6.4% | Added |
| Vontobel Holding Ltd. | 5,718 | $358.3K | 0.00% | +93+1.7% | Added |
| Corient IA LLC | 5,710 | $357.2K | 0.34% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,700 | $356.7K | 0.00% | +2,132+59.8% | Added |
| Mesirow Financial Investment Management, Inc. | 5,670 | $354.7K | 0.01% | +19+0.3% | Added |
| Harbour Investments, Inc. | 5,509 | $344.6K | 0.01% | +2,128+62.9% | Added |
| Pinnacle Associates Ltd | 5,506 | $344.5K | 0.00% | +23+0.4% | Added |
| Venturi Wealth Management, LLC | 5,442 | $340.5K | 0.02% | +5,442 | New |
| Smithfield Trust Co | 5,394 | $337.0K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 5,301 | $331.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,226 | $326.9K | 0.00% | +198+3.9% | Added |
| Louisbourg Investments Inc. | 5,105 | $319.2K | 0.06% | +150+3.0% | Added |
| 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 |
| Confluence Wealth Services, Inc. | 4,985 | $311.9K | 0.01% | 00.0% | Unchanged |
| Canoe Financial LP | 4,946 | $309.7K | 0.00% | +4,946 | New |
| Keybank National Association | 4,763 | $298.0K | 0.00% | +4,763 | New |
| EP Wealth Advisors, LLC | 4,710 | $294.7K | 0.00% | +417+9.7% | Added |
| Scientech Research LLC | 4,685 | $293.1K | 0.24% | +4,685 | New |
| First Affirmative Financial Network | 4,657 | $291.4K | 0.11% | +4,657 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 4,661 | $291.1K | 0.13% | +540+13.1% | Added |
| Grimes & Company, Inc. | 4,557 | $285.1K | 0.01% | +421+10.2% | Added |
| Rempart Asset Management Inc. | 4,535 | $283.2K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,993 | $282.0K | 0.01% | +3,993 | New |
| Pathway Financial Advisors LLC | 4,339 | $276.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,410 | $275.9K | 0.00% | +110+2.6% | Added |