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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 5,097 | $399.7K | 0.01% | −650−11.3% | Reduced |
| Modern Wealth Management, LLC | 5,169 | $405.3K | 0.00% | +5,169 | New |
| Toroso Investments, LLC | 5,229 | $410.1K | 0.00% | −3,328−38.9% | Reduced |
| Evergreen Capital Management LLC | 5,363 | $420.6K | 0.01% | −365−6.4% | Reduced |
| Smithfield Trust Co | 5,394 | $423.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,405 | $423.9K | 0.00% | −5,181−48.9% | Reduced |
| Harbour Investments, Inc. | 5,485 | $430.1K | 0.01% | −24−0.4% | Reduced |
| Pinnacle Associates Ltd | 5,506 | $431.8K | 0.00% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,622 | $440.9K | 0.03% | +1,550+38.1% | Added |
| Mesirow Financial Investment Management, Inc. | 5,689 | $446.1K | 0.01% | +19+0.3% | Added |
| Huntington National Bank | 5,707 | $447.5K | 0.00% | +2,907+103.8% | Added |
| Vontobel Holding Ltd. | 5,718 | $448.5K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 5,727 | $449.1K | 0.00% | +5,727 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,805 | $455.2K | 0.00% | −1,341−18.8% | Reduced |
| SEI Investments Co | 5,861 | $459.6K | 0.00% | +73+1.3% | Added |
| LGT Group Foundation | 5,885 | $461.6K | 0.01% | −2,608−30.7% | Reduced |
| FreeGulliver LLC | 5,924 | $464.6K | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 5,940 | $465.8K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 6,009 | $471.2K | 0.17% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,160 | $483.1K | 0.02% | +718+13.2% | Added |
| K.J. Harrison & Partners Inc | 6,199 | $485.8K | 0.07% | +454+7.9% | Added |
| Arkadios Wealth Advisors | 6,251 | $490.2K | 0.01% | +2,814+81.9% | Added |
| Centiva Capital, LP | 6,324 | $495.9K | 0.02% | +6,324 | New |
| Davidson Trust Co | 6,383 | $500.6K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,388 | $500.9K | 0.03% | +48+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 6,441 | $505.1K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,542 | $513.0K | 0.15% | +87+1.3% | Added |
| Rockefeller Capital Management L.P. | 6,577 | $515.9K | 0.00% | +877+15.4% | Added |
| Regions Financial Corp | 6,604 | $517.9K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,658 | $521.7K | 0.03% | −20−0.3% | Reduced |
| Parsons Capital Management Inc | 6,667 | $522.8K | 0.02% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 6,720 | $527.0K | 0.00% | +6,720 | New |
| Truist Financial Corp | 6,908 | $541.7K | 0.00% | −6,783−49.5% | Reduced |
| EP Wealth Advisors, LLC | 6,919 | $542.6K | 0.00% | +2,209+46.9% | Added |
| Baird Financial Group, Inc. | 7,074 | $554.7K | 0.00% | +990+16.3% | Added |
| Keybank National Association | 7,174 | $562.6K | 0.00% | +2,411+50.6% | Added |
| Simplex Trading, LLC | 7,260 | $569.3K | 0.01% | +7,253+103,614.3% | Added |
| PFG Investments, LLC | 7,338 | $575.5K | 0.02% | +54+0.7% | Added |
| Private Advisor Group, LLC | 7,376 | $578.5K | 0.00% | −485−6.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,450 | $584.2K | 0.00% | −1,075−12.6% | Reduced |
| Tacita Capital Inc | 7,494 | $587.2K | 0.32% | +231+3.2% | Added |
| Advisory Services Network, LLC | 7,770 | $609.3K | 0.01% | −94−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,938 | $622.5K | 0.00% | −4−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 8,119 | $636.7K | 0.00% | +988+13.9% | Added |
| One Capital Management, LLC | 10,192 | $636.8K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,129 | $637.5K | 0.01% | +1,308+19.2% | Added |
| Am Investment Strategies LLC | 8,182 | $642.0K | 0.12% | +19+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 8,671 | $680.0K | 0.01% | +401+4.8% | Added |
| Claret Asset Management Corp | 8,754 | $687.0K | 0.07% | −1,421−14.0% | Reduced |
| Natixis | 8,805 | $690.5K | 0.00% | +1,708+24.1% | Added |
| Fifth Third Bancorp | 9,040 | $708.9K | 0.00% | −55−0.6% | Reduced |
| Blair William & Co | 9,096 | $713.3K | 0.00% | +954+11.7% | Added |
| Atomi Financial Group, Inc. | 9,251 | $725.5K | 0.02% | +1,451+18.6% | Added |
| Woodstock Corp | 9,647 | $756.5K | 0.06% | 00.0% | Unchanged |
| PDT Partners, LLC | 9,648 | $756.6K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,766 | $765.8K | 0.01% | +102+1.1% | Added |
| Candriam Luxembourg S.C.A. | 9,975 | $782.1K | 0.00% | +181+1.8% | Added |
| Axxion S.A. | 10,000 | $784.2K | 0.06% | +10,000 | New |
| Cigna Investments Inc | 10,015 | $786.0K | 0.10% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 9,521 | $789.5K | 0.01% | +525+5.8% | Added |
| Diversify Advisory Services, LLC | 9,521 | $789.5K | 0.01% | +9,521 | New |
| Squarepoint Ops LLC | 10,086 | $790.9K | 0.00% | +10,086 | New |
| Compagnie Lombard Odier SCmA | 10,178 | $798.8K | 0.01% | −5,633−35.6% | Reduced |
| Investment Research Partners LLC | 10,390 | $814.8K | 0.28% | +903+9.5% | Added |
| Plan A Wealth LLC | 10,431 | $818.0K | 0.35% | +805+8.4% | Added |
| Quilter Plc | 7,473 | $832.1K | 0.01% | −1,368−15.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,328 | $837.1K | 0.00% | −645−2.9% | Reduced |
| Brown Advisory Inc | 10,855 | $851.2K | 0.00% | −1,764−14.0% | Reduced |
| Lighthouse Investment Partners, LLC | 10,866 | $851.9K | 0.03% | −130,825−92.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,801 | $867.2K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 11,146 | $874.1K | 0.00% | −516−4.4% | Reduced |
| Capital World Investors | 11,600 | $910.7K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,235 | $959.4K | 0.01% | +248+2.1% | Added |
| JCP Investment Management, LLC | 12,520 | $981.8K | 0.52% | −242−1.9% | Reduced |
| Brevan Howard Capital Management LP | 12,713 | $997.0K | 0.01% | +2,237+21.4% | Added |
| Credit Agricole S A | 12,822 | $1.01M | 0.00% | −1,258−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 12,955 | $1.02M | 0.00% | +1,776+15.9% | Added |
| Rathbone Brothers plc | 13,025 | $1.02M | 0.00% | +75+0.6% | Added |
| Independent Advisor Alliance | 13,164 | $1.03M | 0.02% | −60−0.5% | Reduced |
| Syon Capital LLC | 14,399 | $1.13M | 0.05% | +1,332+10.2% | Added |
| Qube Research & Technologies Ltd | 14,767 | $1.16M | 0.00% | +14,767 | New |
| Pathstone Holdings, LLC | 15,275 | $1.20M | 0.00% | +81+0.5% | Added |
| Lester Murray Antman dba SimplyRich | 12,427 | $1.22M | 0.29% | +1,922+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,907 | $1.25M | 0.00% | +196+1.2% | Added |
| Janney Montgomery Scott LLC | 16,233 | $1.27M | 0.00% | +2,294+16.5% | Added |
| XTX Topco Ltd | 16,273 | $1.28M | 0.02% | +16,273 | New |
| Verdence Capital Advisors LLC | 16,291 | $1.28M | 0.07% | −42−0.3% | Reduced |
| US Bancorp | 16,426 | $1.29M | 0.00% | +2,234+15.7% | Added |
| Hilltop National Bank | 16,577 | $1.30M | 0.28% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 17,248 | $1.35M | 0.02% | +285+1.7% | Added |
| Evolve Private Wealth, LLC | 17,270 | $1.35M | 0.08% | +1,171+7.3% | Added |
| Envestnet Asset Management Inc | 17,385 | $1.36M | 0.00% | −896−4.9% | Reduced |
| Westerkirk Capital Inc. | 17,460 | $1.37M | 0.13% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,667 | $1.38M | 0.00% | +1,152+7.0% | Added |
| CI Private Wealth, LLC | 17,735 | $1.39M | 0.00% | +1,377+8.4% | Added |
| Sequoia Financial Advisors, LLC | 18,221 | $1.43M | 0.01% | −207−1.1% | Reduced |
| HBK Sorce Advisory LLC | 18,460 | $1.51M | 0.03% | +152+0.8% | Added |
| Mason & Associates Inc | 20,068 | $1.57M | 0.25% | 00.0% | Unchanged |
| Empowered Funds, LLC | 20,149 | $1.58M | 0.01% | −1,248−5.8% | Reduced |
| Allianz Asset Management GmbH | 20,194 | $1.58M | 0.00% | −142,286−87.6% | Reduced |