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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
Bartlett & Co. Wealth Management LLC––––Not filed
IFG Advisory, LLC––––Not filed
Allworth Financial LP––––Not filed
Triumph Capital Management––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Danske Bank A/S––––Not filed
City Holding Co––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Evelyn Partners Group Ltd––––Not filed
Westside Investment Management, Inc.––––Not filed
Larson Financial Group LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Oakworth Capital, Inc.––––Not filed
Capital Analysts, LLC––––Not filed
BankPlus Trust Department––––Not filed
Asset Planning,Inc––––Not filed
Private Trust Co NA––––Not filed
Abound Wealth Management––––Not filed
Mondrian Investment Partners LTD––––Not filed
Manchester Capital Management LLC––––Not filed
Central Trust Co––––Not filed
MCF Advisors LLC––––Not filed
GAMMA Investing LLC––––Not filed
Mark Sheptoff Financial Planning, LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Sittner & Nelson, LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Rocky Mountain Advisers, LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Brown Brothers Harriman & Co––––Not filed
Asset Dedication, LLC––––Not filed
WealthCollab, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
First National Bank––––Not filed
Duncker Streett & Co Inc––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Clean Yield Group––––Not filed
Dogwood Wealth Management LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Bare Financial Services, Inc––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Old Point Trust & Financial Services N A––––Not filed
Geneos Wealth Management Inc.––––Not filed
BFSG, LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
SBI Securities Co., Ltd.––––Not filed
Coston, McIsaac & Partners––––Not filed
Kilter Group LLC––––Not filed
Washington Trust Advisors, Inc.––––Not filed
Financial Management Professionals, Inc.––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
True Wealth Design, LLC––––Not filed
Ancora Advisors, LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Key Financial Inc––––Not filed
Cornerstone Financial Management LLC––––Not filed
Barrett & Company, Inc.––––Not filed
Action Point Financial Planning, LLC––––Not filed
Financial Consulate, Inc––––Not filed
JCIC Asset Management Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Institute for Wealth Management, LLC.––––Not filed
CBIZ Investment Advisory Services, LLC––––Not filed
Highline Wealth Partners LLC––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
JNBA Financial Advisors––––Not filed
North Star Investment Management Corp.––––Not filed
Raffa Wealth Management, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Stone House Investment Management, LLC––––Not filed
Penserra Capital Management LLC––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
MV Capital Management, Inc.––––Not filed
LRI Investments, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
Nemes Rush Group LLC––––Not filed
Grove Bank & Trust––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Steigerwald, Gordon & Koch Inc.––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Victory Capital Management Inc––––Not filed
Bogart Wealth, LLC––––Not filed
Investors Portfolio Services LLC––––Not filed
Mascoma Wealth Management LLC––––Not filed