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.
13F holders, Q2 2026
Institutional positions in Sun Life Financial Inc as of Jun 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
- Institutional holders
- 493
- +51 vs. Q1 2026
- Shares held
- 251.7M
- +3.12M (+1.3%) vs. Q1 2026
- Total value
- $20.0B
- +$4.39B (+28.1%) vs. Q1 2026
- New holders
- 78
- 177 more added
- Sold out
- 27
- 132 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 493 | $20.0B |
| Q1 2026 | 451 | $15.6B |
| Q4 2025 | 440 | $15.8B |
| Q3 2025 | 432 | $15.1B |
| Q2 2025 | 447 | $17.7B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $15.7B |
| Q3 2024 | 422 | $15.8B |
| Q2 2024 | 396 | $13.2B |
| Q1 2024 | 419 | $15.0B |
| Q4 2023 | 398 | $14.3B |
| Q3 2023 | 379 | $13.2B |
| Q2 2023 | 382 | $14.5B |
| Q1 2023 | 381 | $12.8B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.0B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.8B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 1,328 | $105.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,359 | $106.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,368 | $107.3K | 0.00% | +62+4.7% | Added |
| Chung Wu Investment Group, LLC | 1,553 | $121.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $133.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,719 | $134.8K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,741 | $136.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,817 | $142.5K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,871 | $146.7K | 0.02% | 00.0% | Unchanged |
| Corient IA LLC | 1,900 | $149.0K | 0.14% | −3,810−66.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $149.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,966 | $154.2K | 0.00% | −56−2.8% | Reduced |
| Tobam | 1,389 | $155.0K | 0.04% | +559+67.3% | Added |
| Massmutual Trust Co FSB | 2,017 | $158.2K | 0.00% | +16+0.8% | Added |
| Umb Bank N A | 2,043 | $160.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,059 | $161.5K | 0.00% | +218+11.8% | Added |
| Swiss Re Ltd | 2,084 | $163.6K | 0.01% | +2,084 | New |
| Union Bancaire Privee, UBP SA | 2,490 | $170.2K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,273 | $178.2K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 2,715 | $183.1K | 0.13% | −156−5.4% | Reduced |
| Global Retirement Partners, LLC | 2,411 | $189.1K | 0.00% | +2,411 | New |
| Clearstead Advisors, LLC | 2,487 | $195.0K | 0.00% | +2,487 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,559 | $200.7K | 0.01% | −8,100−76.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,562 | $200.9K | 0.00% | −417−14.0% | Reduced |
| Vigilare Wealth Management | 2,570 | $201.5K | 0.06% | +2,570 | New |
| Mengis Capital Management, Inc. | 2,577 | $202.1K | 0.03% | +2,577 | New |
| Rexford Capital Inc | 2,655 | $208.2K | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,685 | $210.5K | 0.00% | +2,577+2,386.1% | Added |
| Flputnam Investment Management Co | 2,691 | $211.0K | 0.00% | +2,691 | New |
| EverSource Wealth Advisors, LLC | 2,704 | $212.0K | 0.01% | −863−24.2% | Reduced |
| Wealthspire Advisors, LLC | 2,745 | $215.3K | 0.00% | +2,745 | New |
| First Horizon Corp | 2,771 | $217.3K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,783 | $218.2K | 0.01% | +2,783 | New |
| Intrust Bank NA | 2,816 | $220.8K | 0.02% | +2,816 | New |
| Old National Bancorp | 2,882 | $226.0K | 0.00% | +2,882 | New |
| Magnolia Capital Advisors LLC | 2,891 | $226.7K | 0.04% | +2,891 | New |
| United Capital Financial Advisers, LLC | 2,908 | $228.0K | 0.00% | +2,908 | New |
| Commerce Bank | 2,946 | $231.0K | 0.00% | +2,946 | New |
| SG Americas Securities, LLC | 2,083 | $232.0K | 0.00% | +2,083 | New |
| Bruce G. Allen Investments, LLC | 2,968 | $232.8K | 0.15% | −26−0.9% | Reduced |
| Principal Street Partners, LLC | 2,977 | $233.5K | 0.03% | +2,977 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,981 | $233.8K | 0.00% | +2,981 | New |
| Concurrent Investment Advisors, LLC | 2,983 | $233.9K | 0.00% | +2,983 | New |
| Buckingham Strategic Partners | 2,988 | $234.3K | 0.00% | +2,988 | New |
| SRS Capital Advisors, Inc. | 2,991 | $234.6K | 0.00% | +2,524+540.5% | Added |
| Integrated Wealth Concepts LLC | 3,015 | $236.5K | 0.00% | +3,015 | New |
| State of Wyoming | 3,040 | $238.6K | 0.02% | +3,040 | New |
| Genus Capital Management Inc. | 3,059 | $240.1K | 0.02% | +3,059 | New |
| MONECO Advisors, LLC | 3,080 | $241.5K | 0.01% | +3,080 | New |
| VestGen Advisors, LLC | 3,140 | $246.2K | 0.01% | −853−21.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,148 | $246.9K | 0.02% | +3,148 | New |
| MAI Capital Management | 3,158 | $247.7K | 0.00% | +1,317+71.5% | Added |
| Franklin Street Advisors Inc | 3,170 | $248.6K | 0.01% | −230−6.8% | Reduced |
| McDonough Capital Management, Inc | 3,201 | $251.0K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,236 | $253.8K | 0.00% | +13+0.4% | Added |
| Ascent Group, LLC | 3,266 | $256.1K | 0.01% | +3,266 | New |
| Resources Investment Advisors, LLC. | 3,288 | $257.9K | 0.00% | +3,288 | New |
| J.W. Cole Advisors, Inc. | 3,399 | $266.6K | 0.00% | +3,399 | New |
| Bridgewater Advisors Inc. | 3,323 | $274.0K | 0.01% | +3,323 | New |
| Checchi Capital Advisers, LLC | 3,582 | $277.9K | 0.02% | −17−0.5% | Reduced |
| Nilsine Partners, LLC | 3,579 | $280.7K | 0.02% | +16+0.4% | Added |
| Equitable Holdings, Inc. | 3,628 | $284.5K | 0.00% | +3,628 | New |
| Sanctuary Advisors, LLC | 3,657 | $286.8K | 0.00% | +61+1.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,682 | $288.7K | 0.05% | +3,682 | New |
| Rempart Asset Management Inc. | 3,685 | $288.7K | 0.06% | −850−18.7% | Reduced |
| Well Done, LLC | 3,771 | $295.7K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,818 | $299.4K | 0.00% | +399+11.7% | Added |
| Westwood Holdings Group Inc. | 3,841 | $301.5K | 0.00% | +3,841 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $301.8K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,031 | $316.1K | 0.03% | +4,031 | New |
| Canopy Partners, LLC | 4,042 | $317.0K | 0.10% | +113+2.9% | Added |
| Goepper Burkhardt LLC | 4,046 | $317.3K | 0.10% | 00.0% | Unchanged |
| Ballast, Inc. | 4,083 | $320.2K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,102 | $321.6K | 0.01% | −56−1.3% | Reduced |
| HSBC Holdings PLC | 4,106 | $322.0K | 0.00% | +4,106 | New |
| NewEdge Wealth, LLC | 4,144 | $325.0K | 0.00% | −94−2.2% | Reduced |
| Grimes & Company, Inc. | 4,175 | $327.4K | 0.01% | −382−8.4% | Reduced |
| Villere St Denis J & Co LLC | 4,177 | $327.6K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,187 | $328.6K | 0.19% | +4,187 | New |
| Washington Trust Co | 4,230 | $331.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,268 | $334.7K | 0.01% | +4,268 | New |
| Frank, Rimerman Advisors LLC | 4,324 | $339.1K | 0.02% | +238+5.8% | Added |
| Parallel Advisors, LLC | 4,341 | $340.4K | 0.01% | +68+1.6% | Added |
| Summit Trail Advisors, LLC | 4,350 | $341.1K | 0.00% | +4+0.1% | Added |
| Louisbourg Investments Inc. | 4,386 | $343.7K | 0.06% | −719−14.1% | Reduced |
| HB Wealth Management, LLC | 4,390 | $344.3K | 0.00% | +232+5.6% | Added |
| Pathway Financial Advisors LLC | 4,339 | $345.6K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 4,454 | $349.3K | 0.05% | +4,454 | New |
| Greenwood Gearhart Inc | 4,498 | $352.7K | 0.02% | +400+9.8% | Added |
| Ballentine Partners, LLC | 4,527 | $355.0K | 0.00% | +4,527 | New |
| Canoe Financial LP | 4,579 | $359.2K | 0.00% | −367−7.4% | Reduced |
| Glenmede Trust Co NA | 4,598 | $360.6K | 0.00% | +188+4.3% | Added |
| Aaron Wealth Advisors | 4,619 | $362.2K | 0.02% | +497+12.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,629 | $363.3K | 0.01% | −672−12.7% | Reduced |
| Versant Capital Management, Inc | 4,807 | $377.0K | 0.03% | +656+15.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 4,921 | $386.2K | 0.20% | +260+5.6% | Added |
| Stonebridge Capital Management Inc | 5,000 | $392.1K | 0.19% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,000 | $392.1K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,051 | $396.1K | 0.01% | +66+1.3% | Added |
| Benjamin Edwards Inc | 5,075 | $398.0K | 0.00% | −151−2.9% | Reduced |