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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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ1 2026: 451 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ1 2026: $15.6B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
WealthCollab, LLC460$28.8K0.01%00.0%Unchanged
Duncker Streett & Co Inc414$25.9K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC400$25.0K0.00%+400New
Clean Yield Group380$23.8K0.01%−299−44.0%Reduced
Dogwood Wealth Management LLC327$20.5K0.01%00.0%Unchanged
Sofos Investments, Inc.317$19.8K0.00%00.0%Unchanged
Ancora Advisors, LLC283$17.7K0.00%−28−9.0%Reduced
Strategic Investment Solutions, Inc.246$15.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.241$15.1K0.00%00.0%Unchanged
BFSG, LLC225$14.1K0.00%00.0%Unchanged
Hughes Financial Services, LLC205$12.8K0.00%00.0%Unchanged
Zions Bancorporation, National Association202$12.6K0.00%−19−8.6%Reduced
Twin Peaks Wealth Advisors, LLC190$11.9K0.00%+190New
Blue Bell Private Wealth Management, LLC187$11.7K0.00%00.0%Unchanged
SBI Securities Co., Ltd.185$11.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc170$10.6K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.165$10.3K0.00%00.0%Unchanged
Bare Financial Services, Inc154$9.63K0.00%+30+24.2%Added
Financial Management Professionals, Inc.144$9.01K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.150$9.00K0.00%00.0%Unchanged
True Wealth Design, LLC137$8.57K0.00%00.0%Unchanged
Sunbelt Securities, Inc.122$7.63K0.00%00.0%Unchanged
GWM Advisors LLC108$6.73K0.00%+1+0.9%Added
Tower Research Capital LLC (TRC)100$6.26K0.00%−2,921−96.7%Reduced
Key Financial Inc99$6.19K0.00%00.0%Unchanged
JCIC Asset Management Inc.95$5.94K0.00%00.0%Unchanged
Barrett & Company, Inc.94$5.88K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC87$5.44K0.00%+87New
Financial Consulate, Inc76$4.75K0.00%−1,124−93.7%Reduced
Highline Wealth Partners LLC69$4.32K0.00%+59+590.0%Added
North Star Investment Management Corp.47$2.94K0.00%+7+17.5%Added
TD Private Client Wealth LLC41$2.56K0.00%−2−4.7%Reduced
Kilter Group LLC36$2.25K0.00%+6+20.0%Added
Root Financial Partners, LLC35$2.19K0.00%+12+52.2%Added
Optiver Holding B.V.32$2.00K0.00%+27+540.0%Added
Penserra Capital Management LLC33$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC25$1.56K0.00%00.0%Unchanged
Creative Financial Designs Inc20$1.25K0.00%00.0%Unchanged
Nemes Rush Group LLC19$1.19K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$1.00K0.00%+4+33.3%Added
Grove Bank & Trust16$1.00K0.00%+16New
Cornerstone Financial Management LLC15$9380.00%00.0%Unchanged
Godfrey Financial Associates, Inc.13$8130.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.12$7510.00%00.0%Unchanged
MV Capital Management, Inc.11$6890.00%+6+120.0%Added
Simplex Trading, LLC7$4370.00%−2−22.2%Reduced
Victory Capital Management Inc6$3750.00%00.0%Unchanged
Investors Portfolio Services LLC4$2810.00%+4New
Bogart Wealth, LLC4$2500.00%+4New
Transamerica Financial Advisors, Inc.1$620.00%+1New
Mascoma Wealth Management LLC1$610.00%00.0%Unchanged
Two Sigma Advisers, LP0$00.00%−397,732−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−129,000−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−86,289−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−44,634−100.0%Sold out
XTX Topco Ltd0$00.00%−32,256−100.0%Sold out
Principal Financial Group Inc0$00.00%−22,033−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−18,771−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−15,931−100.0%Sold out
Walleye Capital LLC0$00.00%−11,252−100.0%Sold out
Quantbot Technologies LP0$00.00%−11,209−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,059−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−8,580−100.0%Sold out
State of Wyoming0$00.00%−7,490−100.0%Sold out
TFB Advisors LLC0$00.00%−7,000−100.0%Sold out
Xponance, Inc.0$00.00%−6,055−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−4,614−100.0%Sold out
AlphaCore Capital LLC0$00.00%−4,425−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−3,966−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−3,729−100.0%Sold out
We Are One Seven, LLC0$00.00%−3,696−100.0%Sold out
Buckingham Strategic Partners0$00.00%−3,524−100.0%Sold out
Independence Bank of Kentucky0$00.00%−2,844−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−797−100.0%Sold out
Estate Planners Group, LLC0$00.00%−323−100.0%Sold out
Reflection Asset Management0$00.00%−303−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−274−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−251−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−170−100.0%Sold out
Bangor Savings Bank0$00.00%−122−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−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