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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
4
0 vs. Q2 2026
Shares held
7.87K
−697 (−8.1%) vs. Q2 2026
Total value
$613.4K
−$58.7K (−8.7%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
1 more reduced

489 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
CVA Family Office, LLC––––Not filed
Ewing Morris & Co. Investment Partners Ltd.––––Not filed
Dixon Mitchell Investment Counsel Inc.––––Not filed
Aaron Wealth Advisors––––Not filed
Glenmede Trust Co NA––––Not filed
Canoe Financial LP––––Not filed
Ballentine Partners, LLC––––Not filed
Greenwood Gearhart Inc––––Not filed
Optas, LLC––––Not filed
Pathway Financial Advisors LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Louisbourg Investments Inc.––––Not filed
Summit Trail Advisors, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Washington Trust Co––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Villere St Denis J & Co LLC––––Not filed
Grimes & Company, Inc.––––Not filed
NewEdge Wealth, LLC––––Not filed
HSBC Holdings PLC––––Not filed
Brighton Jones LLC––––Not filed
Ballast, Inc.––––Not filed
Goepper Burkhardt LLC––––Not filed
Canopy Partners, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
Westwood Holdings Group Inc.––––Not filed
Merit Financial Group, LLC––––Not filed
Well Done, LLC––––Not filed
Rempart Asset Management Inc.––––Not filed
Dymon Asia Capital (Singapore) Pte. Ltd.––––Not filed
Sanctuary Advisors, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Nilsine Partners, LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Ascent Group, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
McDonough Capital Management, Inc––––Not filed
Franklin Street Advisors Inc––––Not filed
MAI Capital Management––––Not filed
J. L. Bainbridge & Co., Inc.––––Not filed
VestGen Advisors, LLC––––Not filed
MONECO Advisors, LLC––––Not filed
Genus Capital Management Inc.––––Not filed
State of Wyoming––––Not filed
Integrated Wealth Concepts LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Buckingham Strategic Partners––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Maverick Capital LtdSuperinvestorMaverick Capital––––Not filed
Principal Street Partners, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Commerce Bank––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Magnolia Capital Advisors LLC––––Not filed
Old National Bancorp––––Not filed
Intrust Bank NA––––Not filed
Howland Capital Management LLC––––Not filed
First Horizon Corp––––Not filed
Wealthspire Advisors, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Flputnam Investment Management Co––––Not filed
GWM Advisors LLC––––Not filed
Rexford Capital Inc––––Not filed
Mengis Capital Management, Inc.––––Not filed
Vigilare Wealth Management––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Lombard Odier Asset Management (Switzerland) SA––––Not filed
Clearstead Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Wellington-Altus USA Inc.––––Not filed
UBS Asset Management Americas Inc––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Swiss Re Ltd––––Not filed
Assetmark, Inc––––Not filed
Umb Bank N A––––Not filed
Tobam––––Not filed
Rhumbline Advisers––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Corient IA LLC––––Not filed
Perkins Coie Trust Co––––Not filed
IFP Advisors, Inc––––Not filed
Princeton Global Asset Management LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Chung Wu Investment Group, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Pacifica Partners Inc.––––Not filed
PlanVest Financial, Inc––––Not filed
Mather Group, LLC.––––Not filed
Birchbrook, Inc.––––Not filed
Farther Finance Advisors, LLC––––Not filed
LOM Asset Management Ltd––––Not filed