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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, Q3 2026

Institutional positions in Sun Life Financial Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
0 vs. Q2 2026
Shares held
6.83K
+280 (+4.3%) vs. Q2 2026
Total value
$532.3K
+$18.4K (+3.6%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

490 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q2 2026.

Institutions holding SLF in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc5,087$396.6K0.03%+280+5.8%Added
CX Institutional1,184$92.0K0.00%00.0%Unchanged
Planning Strategies Inc.560$43.7K0.03%00.0%Unchanged
Royal Bank of Canada––––Not filed
Vanguard Capital Management LLC––––Not filed
Bank of Montreal––––Not filed
TD Asset Management Inc––––Not filed
Mackenzie Financial Corp––––Not filed
CIBC World Markets Inc.––––Not filed
1832 Asset Management L.P.––––Not filed
Bank of Nova Scotia––––Not filed
Geode Capital Management, LLC––––Not filed
Norges Bank––––Not filed
FMR LLC––––Not filed
FIL Ltd––––Not filed
National Bank of Canada––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Vanguard Global Advisers, LLC––––Not filed
CIBC Asset Management Inc––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Canada Pension Plan Investment Board––––Not filed
Toronto Dominion Bank––––Not filed
Legal & General Group Plc––––Not filed
Letko, Brosseau & Associates Inc––––Not filed
Scotia Capital Inc.––––Not filed
Fiera Capital Corp––––Not filed
JPMorgan Chase & Co––––Not filed
Wellington Management Group LLP––––Not filed
Morgan Stanley––––Not filed
Goldman Sachs Group Inc––––Not filed
Picton Mahoney Asset Management––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Swiss National Bank––––Not filed
Beutel, Goodman & Co Ltd.––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Amundi––––Not filed
Alberta Investment Management Corp––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Cardinal Capital Management, Inc.––––Not filed
UBS Group AG––––Not filed
Agf Management Ltd––––Not filed
Deutsche Bank AG––––Not filed
BlackRock, Inc.––––Not filed
Polar Asset Management Partners Inc.––––Not filed
Value Partners Investments Inc.––––Not filed
Public Sector Pension Investment Board––––Not filed
Bank of America Corp––––Not filed
BCV Asset Management Inc.––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
MUFG Securities (Canada), Ltd.––––Not filed
British Columbia Investment Management Corp––––Not filed
Intact Investment Management Inc.––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
Todd Asset Management LLC––––Not filed
Van Eck Associates Corp––––Not filed
MUFG Securities EMEA plc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Acadian Asset Management LLC––––Not filed
Quadrature Capital Ltd––––Not filed
Northern Trust Corp––––Not filed
Aviva PLC––––Not filed
Guardian Capital LP––––Not filed
QV Investors Inc.––––Not filed
American Century Companies Inc––––Not filed
Korea Investment CORP––––Not filed
First Trust Advisors LP––––Not filed
Pictet Asset Management Holding SA––––Not filed
Purpose Unlimited Inc.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Nuveen, LLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
AQR Capital Management LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
APG Asset Management N.V.––––Not filed
Millennium Management LLC––––Not filed
State of Tennessee, Treasury Department––––Not filed
Great West Life Assurance Co––––Not filed
Invesco Ltd.––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Franklin Resources Inc––––Not filed
Neuberger Berman Group LLC––––Not filed
Omers Administration Corp––––Not filed
Systematic Alpha Investments, LLC––––Not filed
Quantinno Capital Management LP––––Not filed
Nicola Wealth Management Ltd.––––Not filed
Montrusco Bolton Investments Inc.––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
State of Wisconsin Investment Board––––Not filed
Lorne Steinberg Wealth Management Inc.––––Not filed
Zurich Insurance Group Ltd––––Not filed