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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 4,346 | $271.9K | 0.00% | +4,346 | New |
| Parallel Advisors, LLC | 4,273 | $267.4K | 0.00% | +559+15.1% | Added |
| NewEdge Wealth, LLC | 4,238 | $265.1K | 0.00% | +48+1.1% | Added |
| Washington Trust Co | 4,230 | $264.6K | 0.01% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 4,177 | $261.3K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,158 | $260.1K | 0.00% | +187+4.7% | Added |
| Brighton Jones LLC | 4,158 | $260.1K | 0.01% | +4,158 | New |
| Versant Capital Management, Inc | 4,151 | $259.7K | 0.03% | +776+23.0% | Added |
| Aaron Wealth Advisors | 4,122 | $257.9K | 0.01% | +4,122 | New |
| Jain Global LLC | 4,110 | $257.5K | 0.00% | +4,110 | New |
| Greenwood Gearhart Inc | 4,098 | $256.4K | 0.01% | +4,098 | New |
| Frank, Rimerman Advisors LLC | 4,086 | $255.6K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 4,083 | $255.4K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,072 | $254.7K | 0.02% | −396−8.9% | Reduced |
| Goepper Burkhardt LLC | 4,046 | $253.1K | 0.08% | +4,046 | New |
| Nilsine Partners, LLC | 3,563 | $251.9K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 2,871 | $247.2K | 0.15% | +156+5.7% | Added |
| Canopy Partners, LLC | 3,929 | $245.8K | 0.08% | +93+2.4% | Added |
| Pinebridge Investments LLC | 2,789 | $243.1K | 0.00% | +2,789 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $240.7K | 0.04% | 00.0% | Unchanged |
| Well Done, LLC | 3,771 | $235.9K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 3,756 | $235.4K | 0.00% | −1,664−30.7% | Reduced |
| DGS Capital Management, LLC | 3,693 | $231.0K | 0.04% | +345+10.3% | Added |
| Skopos Labs, Inc. | 3,632 | $227.2K | 0.01% | +3,632 | New |
| Checchi Capital Advisers, LLC | 3,599 | $225.2K | 0.02% | +214+6.3% | Added |
| Sanctuary Advisors, LLC | 3,596 | $224.9K | 0.00% | +44+1.2% | Added |
| EverSource Wealth Advisors, LLC | 3,567 | $223.1K | 0.01% | +1,101+44.6% | Added |
| Arkadios Wealth Advisors | 3,437 | $215.0K | 0.00% | +42+1.2% | Added |
| Merit Financial Group, LLC | 3,419 | $213.9K | 0.00% | −700−17.0% | Reduced |
| Franklin Street Advisors Inc | 3,400 | $212.7K | 0.01% | −5,000−59.5% | Reduced |
| St. Louis Trust Co | 3,385 | $211.8K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 3,321 | $208.1K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,223 | $201.6K | 0.01% | +7+0.2% | Added |
| McDonough Capital Management, Inc | 3,201 | $200.3K | 0.11% | +3,201 | New |
| Bruce G. Allen Investments, LLC | 2,994 | $187.3K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,979 | $186.4K | 0.00% | +843+39.5% | Added |
| Huntington National Bank | 2,800 | $175.2K | 0.00% | −13−0.5% | Reduced |
| First Horizon Corp | 2,771 | $173.4K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,655 | $166.1K | 0.12% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,273 | $142.2K | 0.00% | +2,006+751.3% | Added |
| Union Bancaire Privee, UBP SA | 2,490 | $134.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,061 | $128.9K | 0.02% | +213+11.5% | Added |
| Umb Bank N A | 2,043 | $127.8K | 0.00% | −317−13.4% | Reduced |
| Rhumbline Advisers | 2,022 | $126.5K | 0.00% | +10+0.5% | Added |
| Massmutual Trust Co FSB | 2,001 | $125.2K | 0.00% | −200−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $119.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $117.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,841 | $115.2K | 0.00% | +16+0.9% | Added |
| MAI Capital Management | 1,841 | $115.2K | 0.00% | +112+6.5% | Added |
| IFP Advisors, Inc | 1,817 | $113.7K | 0.00% | −15−0.8% | Reduced |
| Princeton Global Asset Management LLC | 1,741 | $108.9K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,719 | $107.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $106.9K | 0.01% | −306−15.2% | Reduced |
| Chung Wu Investment Group, LLC | 1,553 | $97.2K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $86.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,359 | $84.2K | 0.00% | −64−4.5% | Reduced |
| PlanVest Financial, Inc | 1,333 | $83.4K | 0.06% | +1,333 | New |
| Pacifica Partners Inc. | 1,328 | $83.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,306 | $81.7K | 0.00% | +215+19.7% | Added |
| Oslo Pensjonsforsikring AS | 1,300 | $81.2K | 0.01% | +1,300 | New |
| Birchbrook, Inc. | 1,295 | $81.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,208 | $76.0K | 0.00% | +1+0.1% | Added |
| LOM Asset Management Ltd | 850 | $74.1K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,184 | $74.0K | 0.00% | −715−37.7% | Reduced |
| Tobam | 830 | $72.0K | 0.02% | +252+43.6% | Added |
| Allworth Financial LP | 1,117 | $69.9K | 0.00% | −4−0.4% | Reduced |
| NBT Bank N A | 1,074 | $67.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,073 | $67.1K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,050 | $65.7K | 0.00% | +1,050 | New |
| Evelyn Partners Investment Management LLP | 1,026 | $64.3K | 0.00% | −65−6.0% | Reduced |
| Danske Bank A/S | 1,006 | $62.9K | 0.00% | −1,687−62.6% | Reduced |
| City Holding Co | 1,000 | $62.6K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 994 | $62.2K | 0.01% | −8−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 939 | $58.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 916 | $57.3K | 0.00% | −70−7.1% | Reduced |
| Mather Group, LLC. | 876 | $54.8K | 0.00% | +876 | New |
| Westside Investment Management, Inc. | 801 | $50.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 789 | $49.4K | 0.01% | +102+14.8% | Added |
| Asset Dedication, LLC | 787 | $49.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 782 | $48.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 776 | $48.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 748 | $46.8K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 681 | $42.6K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 678 | $42.4K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 638 | $39.9K | 0.01% | −79−11.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 530 | $38.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 600 | $37.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 592 | $37.0K | 0.00% | +151+34.2% | Added |
| GAMMA Investing LLC | 576 | $36.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 523 | $32.7K | 0.00% | +523 | New |
| Medallion Wealth Advisors, LLC | 523 | $32.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 441 | $32.3K | 0.00% | +30+7.3% | Added |
| Sittner & Nelson, LLC | 513 | $32.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 497 | $31.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $30.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 467 | $29.2K | 0.00% | −1,184−71.7% | Reduced |