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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,248 | $1.59M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 20,318 | $1.59M | 0.00% | +8,726+75.3% | Added |
| Capstone Investment Advisors, LLC | 20,729 | $1.63M | 0.01% | +13,431+184.0% | Added |
| Osmosis Investment Management UK Ltd | 20,857 | $1.64M | 0.08% | −12,695−37.8% | Reduced |
| Ameriprise Financial Inc | 16,594 | $1.65M | 0.00% | −7,096−30.0% | Reduced |
| Kestra Advisory Services, LLC | 21,075 | $1.65M | 0.01% | −21−0.1% | Reduced |
| UniSuper Management Pty Ltd | 15,342 | $1.71M | 0.01% | +4,142+37.0% | Added |
| Ensign Peak Advisors, Inc | 21,800 | $1.71M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,860 | $1.71M | 0.00% | +21,860 | New |
| Metis Global Partners, LLC | 21,892 | $1.72M | 0.04% | −6,342−22.5% | Reduced |
| Advisory Resource Group | 22,286 | $1.75M | 0.26% | −548−2.4% | Reduced |
| ASR Vermogensbeheer N.V. | 22,391 | $1.76M | 0.02% | +307+1.4% | Added |
| Mercer Global Advisors Inc | 22,838 | $1.79M | 0.00% | +5,437+31.2% | Added |
| HighTower Advisors, LLC | 22,899 | $1.80M | 0.00% | −818−3.4% | Reduced |
| Twin Tree Management, LP | 23,155 | $1.82M | 0.28% | +23,155 | New |
| 111 Capital | 23,770 | $1.86M | 0.32% | +15,362+182.7% | Added |
| The PNC Financial Services Group, Inc. | 23,822 | $1.87M | 0.00% | −32,191−57.5% | Reduced |
| Wells Fargo & Company | 24,122 | $1.89M | 0.00% | −19,066−44.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,118 | $1.89M | 0.00% | −817−3.3% | Reduced |
| Quadrant Capital Group LLC | 24,280 | $1.90M | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 24,466 | $1.92M | 0.01% | +3,455+16.4% | Added |
| Brinker Capital Investments, LLC | 24,691 | $1.94M | 0.01% | +2,820+12.9% | Added |
| Old Port Advisors | 24,949 | $1.96M | 0.39% | +759+3.1% | Added |
| Bleakley Financial Group, LLC | 25,510 | $2.00M | 0.03% | +3,369+15.2% | Added |
| Assenagon Asset Management S.A. | 25,609 | $2.01M | 0.00% | +843+3.4% | Added |
| Pathway Financial Advisers, LLC | 25,721 | $2.02M | 0.51% | +119+0.5% | Added |
| Cidel Asset Management Inc | 26,485 | $2.08M | 0.10% | +1,712+6.9% | Added |
| Savant Capital, LLC | 29,522 | $2.09M | 0.01% | +14,526+96.9% | Added |
| Ethic Inc. | 27,788 | $2.18M | 0.03% | +20,890+302.8% | Added |
| M&T Bank Corp | 28,682 | $2.25M | 0.01% | −100−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 29,205 | $2.29M | 0.00% | +7,264+33.1% | Added |
| Signaturefd, LLC | 29,743 | $2.33M | 0.03% | +1,703+6.1% | Added |
| Kepler Cheuvreux (Suisse) SA | 21,291 | $2.37M | 0.14% | −149,069−87.5% | Reduced |
| WCG Wealth Advisors LLC | 30,271 | $2.37M | 0.06% | +13,610+81.7% | Added |
| MidFirst Bank | 30,593 | $2.40M | 0.17% | −29−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 31,300 | $2.46M | 1.05% | +31,300 | New |
| JustInvest LLC | 32,568 | $2.55M | 0.02% | +2,339+7.7% | Added |
| Laird Norton Trust Company, LLC | 33,258 | $2.61M | 0.05% | +3,585+12.1% | Added |
| Cardinal Point Capital Management, ULC | 34,281 | $2.69M | 0.15% | +550+1.6% | Added |
| Cerity Partners LLC | 35,042 | $2.75M | 0.00% | +184+0.5% | Added |
| Plato Investment Management Ltd | 37,016 | $2.89M | 0.17% | +26,300+245.4% | Added |
| V-Square Quantitative Management LLC | 26,405 | $2.93M | 0.28% | +983+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 38,270 | $3.00M | 0.01% | +10,020+35.5% | Added |
| HRT Financial LP | 39,786 | $3.12M | 0.01% | +39,786 | New |
| Hillsdale Investment Management Inc. | 41,445 | $3.25M | 0.07% | −8,707−17.4% | Reduced |
| Gulf International Bank (UK) Ltd | 42,042 | $3.30M | 0.06% | −633−1.5% | Reduced |
| Kraematon Investment Advisors, Inc | 42,865 | $3.36M | 2.50% | −111−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 44,954 | $3.53M | 0.18% | +44,954 | New |
| Gold Investment Management Ltd. | 45,797 | $3.59M | 0.98% | +218+0.5% | Added |
| Mariner, LLC | 46,355 | $3.64M | 0.00% | −766−1.6% | Reduced |
| Alliancebernstein L.P. | 58,346 | $3.65M | 0.00% | +4,162+7.7% | Added |
| Bessemer Group Inc | 49,892 | $3.91M | 0.01% | +137+0.3% | Added |
| Public Employees Retirement System of Ohio | 50,742 | $3.98M | 0.01% | +8,224+19.3% | Added |
| Stifel Financial Corp | 54,269 | $4.26M | 0.00% | +405+0.8% | Added |
| Thrivent Financial for Lutherans | 55,090 | $4.32M | 0.01% | +328+0.6% | Added |
| Utah Retirement Systems | 55,263 | $4.34M | 0.04% | −5,829−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 55,524 | $4.35M | 0.01% | +2,299+4.3% | Added |
| Vident Advisory, LLC | 55,640 | $4.37M | 0.03% | +9,141+19.7% | Added |
| Symphony Financial, Ltd. Co. | 58,466 | $4.57M | 0.50% | +86+0.1% | Added |
| Burney Co | 59,172 | $4.64M | 0.13% | −4,479−7.0% | Reduced |
| Natixis Advisors, L.P. | 60,109 | $4.71M | 0.01% | +6,898+13.0% | Added |
| Quantbot Technologies LP | 60,490 | $4.74M | 0.19% | +60,490 | New |
| Avanza Fonder AB | 42,869 | $4.77M | 0.10% | 00.0% | Unchanged |
| USS Investment Management Ltd | 61,722 | $4.83M | 0.02% | −12,719−17.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 50,117 | $5.24M | 0.10% | +44,835+848.8% | Added |
| Motco | 70,945 | $5.56M | 0.48% | −1,898−2.6% | Reduced |
| Barclays PLC | 72,484 | $5.68M | 0.00% | −39,929−35.5% | Reduced |
| Generali Asset Management SPA SGR | 51,399 | $5.72M | 0.10% | −17,074−24.9% | Reduced |
| Jupiter Topco LLC | 73,657 | $5.77M | 0.00% | +73,657 | New |
| Aviso Financial Inc. | 74,107 | $5.82M | 0.20% | −41,697−36.0% | Reduced |
| Captrust Financial Advisors | 75,117 | $5.89M | 0.01% | −499−0.7% | Reduced |
| Investment Management Corp of Ontario | 79,090 | $6.20M | 0.08% | +200+0.3% | Added |
| Raymond James Financial Inc | 79,294 | $6.22M | 0.00% | +8,587+12.1% | Added |
| LPL Financial LLC | 80,366 | $6.30M | 0.00% | +8,857+12.4% | Added |
| Cetera Investment Advisers | 80,563 | $6.32M | 0.01% | +979+1.2% | Added |
| Harvest Portfolios Group Inc. | 81,943 | $6.43M | 0.09% | −1,601−1.9% | Reduced |
| Intech Investment Management LLC | 84,882 | $6.66M | 0.06% | +34,222+67.6% | Added |
| Man Group plc | 88,782 | $6.96M | 0.01% | −164,672−65.0% | Reduced |
| Renaissance Technologies LLC | 91,035 | $7.14M | 0.01% | +91,035 | New |
| SEB Asset Management AB | 90,986 | $7.14M | 0.03% | +630+0.7% | Added |
| Jane Street Group, LLC | 92,478 | $7.25M | 0.00% | +43,516+88.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 93,369 | $7.33M | 0.16% | −166,534−64.1% | Reduced |
| Lazard Asset Management LLC | 94,343 | $7.40M | 0.01% | +66,538+239.3% | Added |
| Citigroup Inc | 104,112 | $8.17M | 0.00% | −41,774−28.6% | Reduced |
| Nykredit A/S | 113,016 | $8.87M | 0.03% | +113,016 | New |
| Citadel Advisors LLC | 116,630 | $9.15M | 0.01% | −17,005−12.7% | Reduced |
| Creative Planning | 119,029 | $9.33M | 0.01% | +13,416+12.7% | Added |
| Swiss Life Asset Management Ltd | 121,523 | $9.52M | 0.04% | +14,325+13.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 125,123 | $9.82M | 0.04% | −10,602−7.8% | Reduced |
| Maryland State Retirement & Pension System | 126,712 | $9.94M | 0.17% | +64,101+102.4% | Added |
| Guardian Partners Inc. | 128,156 | $10.1M | 0.91% | −17,666−12.1% | Reduced |
| Oddo BHF Asset Management SAS | 95,016 | $10.6M | 0.49% | +7,700+8.8% | Added |
| Royal London Asset Management Ltd | 152,039 | $11.9M | 0.02% | −3,220−2.1% | Reduced |
| Addenda Capital Inc. | 112,410 | $12.5M | 0.34% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 160,789 | $12.6M | 0.10% | +29,490+22.5% | Added |
| Mn Services Vermogensbeheer B.V. | 162,293 | $12.7M | 0.10% | −57,300−26.1% | Reduced |
| Zurich Insurance Group Ltd | 163,178 | $12.8M | 0.09% | −3,148−1.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 166,933 | $13.1M | 2.69% | +13,183+8.6% | Added |
| State of Wisconsin Investment Board | 174,000 | $13.7M | 0.03% | −700−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 186,447 | $14.6M | 0.19% | −3,842−2.0% | Reduced |