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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
Sequoia Financial Advisors, LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
Westerkirk Capital Inc.––––Not filed
Envestnet Asset Management Inc––––Not filed
Evolve Private Wealth, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Hilltop National Bank––––Not filed
US Bancorp––––Not filed
Verdence Capital Advisors LLC––––Not filed
XTX Topco Ltd––––Not filed
Janney Montgomery Scott LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Lester Murray Antman dba SimplyRich––––Not filed
Pathstone Holdings, LLC––––Not filed
Qube Research & Technologies Ltd––––Not filed
Syon Capital LLC––––Not filed
Independent Advisor Alliance––––Not filed
Rathbone Brothers plc––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Credit Agricole S A––––Not filed
Brevan Howard Capital Management LP––––Not filed
JCP Investment Management, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Capital World Investors––––Not filed
Colony Group, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Brown Advisory Inc––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Quilter Plc––––Not filed
Plan A Wealth LLC––––Not filed
Investment Research Partners LLC––––Not filed
Compagnie Lombard Odier SCmA––––Not filed
Squarepoint Ops LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Cigna Investments Inc––––Not filed
Axxion S.A.––––Not filed
Candriam Luxembourg S.C.A.––––Not filed
Ritholtz Wealth Management––––Not filed
PDT Partners, LLC––––Not filed
Woodstock Corp––––Not filed
Atomi Financial Group, Inc.––––Not filed
Blair William & Co––––Not filed
Fifth Third Bancorp––––Not filed
Natixis––––Not filed
Claret Asset Management Corp––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Am Investment Strategies LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
One Capital Management, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Advisory Services Network, LLC––––Not filed
Tacita Capital Inc––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Private Advisor Group, LLC––––Not filed
PFG Investments, LLC––––Not filed
Simplex Trading, LLC––––Not filed
Keybank National Association––––Not filed
Baird Financial Group, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Truist Financial Corp––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Parsons Capital Management Inc––––Not filed
Cumberland Partners Ltd––––Not filed
Regions Financial Corp––––Not filed
Rockefeller Capital Management L.P.––––Not filed
West Family Investments, Inc.––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
PDS Planning, Inc––––Not filed
Davidson Trust Co––––Not filed
Centiva Capital, LP––––Not filed
Arkadios Wealth Advisors––––Not filed
K.J. Harrison & Partners Inc––––Not filed
Venturi Wealth Management, LLC––––Not filed
Alexander Labrunerie & Co., Inc.––––Not filed
Argent Trust Co––––Not filed
FreeGulliver LLC––––Not filed
LGT Group Foundation––––Not filed
SEI Investments Co––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Huntington National Bank––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Cozad Asset Management Inc––––Not filed
Pinnacle Associates Ltd––––Not filed
Harbour Investments, Inc.––––Not filed
Gotham Asset Management, LLC––––Not filed
Smithfield Trust Co––––Not filed
Evergreen Capital Management LLC––––Not filed
Toroso Investments, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Benjamin Edwards Inc––––Not filed
Confluence Wealth Services, Inc.––––Not filed
Stonebridge Capital Management Inc––––Not filed
CVA Family Office, LLC––––Not filed