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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $15.7M | 0.02% | −1,401,200−87.5% | Reduced |
| Montrusco Bolton Investments Inc. | 200,872 | $15.8M | 0.24% | +310.0% | Added |
| Nicola Wealth Management Ltd. | 204,800 | $16.1M | 1.85% | −189,600−48.1% | Reduced |
| Quantinno Capital Management LP | 249,498 | $19.6M | 0.02% | +59,738+31.5% | Added |
| Systematic Alpha Investments, LLC | 250,808 | $19.7M | 0.53% | 00.0% | Unchanged |
| Omers Administration Corp | 253,687 | $19.9M | 0.12% | −63,850−20.1% | Reduced |
| Neuberger Berman Group LLC | 260,442 | $20.4M | 0.01% | −4,615−1.7% | Reduced |
| Franklin Resources Inc | 272,744 | $21.4M | 0.00% | −7,346−2.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 283,986 | $22.3M | 0.06% | +9,740+3.6% | Added |
| Invesco Ltd. | 292,168 | $22.9M | 0.00% | −896,326−75.4% | Reduced |
| Great West Life Assurance Co | 313,515 | $24.5M | 0.04% | −240,148−43.4% | Reduced |
| State of Tennessee, Treasury Department | 317,342 | $24.9M | 0.07% | −2,436−0.8% | Reduced |
| Millennium Management LLC | 338,146 | $26.5M | 0.02% | +332,049+5,446.1% | Added |
| APG Asset Management N.V. | 387,125 | $26.6M | 0.07% | +87,917+29.4% | Added |
| Bank of Nova Scotia Trust Co | 339,460 | $26.6M | 2.21% | −14,267−4.0% | Reduced |
| Northwest & Ethical Investments L.P. | 358,349 | $28.1M | 0.65% | −15,947−4.3% | Reduced |
| Two Sigma Investments, LP | 372,413 | $29.2M | 0.02% | −182,600−32.9% | Reduced |
| AQR Capital Management LLC | 374,133 | $29.3M | 0.01% | −149,600−28.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 388,702 | $30.5M | 0.06% | +238,071+158.0% | Added |
| Nuveen, LLC | 402,534 | $31.6M | 0.01% | +13,520+3.5% | Added |
| D. E. Shaw & Co., Inc. | 403,192 | $31.6M | 0.02% | +68,456+20.5% | Added |
| Teachers Retirement System of the State of Kentucky | 403,750 | $31.7M | 0.22% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 418,903 | $32.9M | 1.26% | +35,235+9.2% | Added |
| Pictet Asset Management Holding SA | 426,545 | $33.5M | 0.03% | +6,401+1.5% | Added |
| First Trust Advisors LP | 444,993 | $34.9M | 0.02% | −135,313−23.3% | Reduced |
| Korea Investment CORP | 452,708 | $35.5M | 0.07% | +24,380+5.7% | Added |
| American Century Companies Inc | 460,354 | $36.1M | 0.02% | +71,860+18.5% | Added |
| QV Investors Inc. | 487,300 | $38.2M | 2.94% | −29,210−5.7% | Reduced |
| Guardian Capital LP | 521,234 | $40.9M | 0.99% | +51,023+10.9% | Added |
| Aviva PLC | 532,137 | $41.7M | 0.06% | −53,166−9.1% | Reduced |
| Northern Trust Corp | 533,151 | $41.8M | 0.00% | −8,263−1.5% | Reduced |
| Quadrature Capital Ltd | 568,300 | $44.6M | 0.38% | +380,100+202.0% | Added |
| Acadian Asset Management LLC | 569,872 | $44.7M | 0.05% | +560,972+6,303.1% | Added |
| Russell Investments Group, Ltd. | 593,808 | $46.5M | 0.04% | +53,013+9.8% | Added |
| MUFG Securities EMEA plc | 600,000 | $47.0M | 0.49% | +600,000 | New |
| Van Eck Associates Corp | 654,212 | $51.3M | 0.03% | −86,065−11.6% | Reduced |
| Todd Asset Management LLC | 656,501 | $51.5M | 0.91% | −5,557−0.8% | Reduced |
| Bank of New York Mellon Corp | 665,994 | $52.2M | 0.01% | +41,291+6.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 667,734 | $52.4M | 0.12% | +30,104+4.7% | Added |
| Intact Investment Management Inc. | 699,721 | $54.9M | 1.56% | +292,010+71.6% | Added |
| British Columbia Investment Management Corp | 712,381 | $55.9M | 0.35% | +2510.0% | Added |
| MUFG Securities (Canada), Ltd. | 783,684 | $61.4M | 1.66% | −37,878−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 830,737 | $65.1M | 0.07% | −170,575−17.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,049,330 | $65.4M | 0.11% | 00.0% | Unchanged |
| BCV Asset Management Inc. | 866,769 | $67.8M | 2.05% | −13,215−1.5% | Reduced |
| Bank of America Corp | 889,886 | $69.8M | 0.00% | −240,323−21.3% | Reduced |
| Public Sector Pension Investment Board | 913,881 | $71.7M | 0.19% | +393,134+75.5% | Added |
| Value Partners Investments Inc. | 921,226 | $72.2M | 5.04% | −204,998−18.2% | Reduced |
| Polar Asset Management Partners Inc. | 1,001,122 | $78.5M | 1.43% | +1,001,122 | New |
| BlackRock, Inc. | 1,040,385 | $81.6M | 0.00% | +126,302+13.8% | Added |
| Deutsche Bank AG | 1,073,257 | $84.2M | 0.02% | +67,515+6.7% | Added |
| Agf Management Ltd | 815,674 | $84.8M | 0.33% | +102,735+14.4% | Added |
| UBS Group AG | 1,110,583 | $87.1M | 0.01% | +404,775+57.3% | Added |
| Cardinal Capital Management, Inc. | 1,168,774 | $91.6M | 2.22% | −1,062,650−47.6% | Reduced |
| Vanguard Asset Management, Ltd | 1,236,677 | $97.1M | 0.07% | +121,171+10.9% | Added |
| Alberta Investment Management Corp | 1,274,072 | $99.9M | 0.58% | +292,719+29.8% | Added |
| Amundi | 1,293,691 | $101.5M | 0.02% | +117,210+10.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,315,807 | $103.2M | 0.20% | −169,973−11.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,486,005 | $116.6M | 0.17% | +528,973+55.3% | Added |
| Beutel, Goodman & Co Ltd. | 1,743,457 | $136.8M | 1.01% | −1,163,635−40.0% | Reduced |
| Swiss National Bank | 1,790,200 | $140.1M | 0.07% | −74,000−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,828,134 | $143.4M | 0.03% | +126,206+7.4% | Added |
| Charles Schwab Investment Management Inc | 1,851,199 | $145.3M | 0.02% | +104,328+6.0% | Added |
| Picton Mahoney Asset Management | 2,061,273 | $161.4M | 1.49% | +686,356+49.9% | Added |
| Goldman Sachs Group Inc | 2,401,503 | $188.3M | 0.02% | +282,549+13.3% | Added |
| Morgan Stanley | 2,529,769 | $198.4M | 0.01% | −456,625−15.3% | Reduced |
| Wellington Management Group LLP | 2,810,328 | $220.6M | 0.04% | +639,979+29.5% | Added |
| JPMorgan Chase & Co | 2,980,877 | $232.8M | 0.01% | +215,075+7.8% | Added |
| Fiera Capital Corp | 3,126,682 | $245.0M | 0.89% | +824,687+35.8% | Added |
| Scotia Capital Inc. | 3,144,681 | $245.9M | 0.92% | −118,317−3.6% | Reduced |
| Letko, Brosseau & Associates Inc | 3,144,427 | $246.8M | 3.65% | −119,981−3.7% | Reduced |
| Legal & General Group Plc | 3,571,561 | $280.3M | 0.06% | −258,175−6.7% | Reduced |
| Toronto Dominion Bank | 3,639,967 | $285.5M | 0.48% | −3,410,410−48.4% | Reduced |
| Canada Pension Plan Investment Board | 3,735,388 | $293.0M | 0.16% | −256,542−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 3,739,937 | $293.1M | 0.23% | −3,205,327−46.2% | Reduced |
| CIBC Asset Management Inc | 3,839,581 | $300.9M | 0.66% | +2,480,709+182.6% | Added |
| Vanguard Global Advisers, LLC | 4,281,703 | $336.2M | 0.16% | +328,575+8.3% | Added |
| Vanguard Fiduciary Trust Co | 4,909,410 | $385.4M | 0.08% | −1,0980.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,324,854 | $415.6M | 1.27% | −157,299−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 5,506,035 | $433.8M | 1.14% | −22,099−0.4% | Reduced |
| National Bank of Canada | 5,850,227 | $457.8M | 0.40% | −828,814−12.4% | Reduced |
| FIL Ltd | 5,916,829 | $464.5M | 0.33% | +5,913,508+178,064.1% | Added |
| FMR LLC | 6,004,087 | $471.4M | 0.02% | +157,188+2.7% | Added |
| Norges Bank | 6,370,400 | $499.7M | 0.05% | +6,370,400 | New |
| Geode Capital Management, LLC | 6,460,912 | $526.4M | 0.03% | +674,856+11.7% | Added |
| Bank of Nova Scotia | 6,930,024 | $544.1M | 0.82% | +60,744+0.9% | Added |
| 1832 Asset Management L.P. | 7,965,126 | $624.6M | 0.77% | −1,098,752−12.1% | Reduced |
| CIBC World Markets Inc. | 8,076,018 | $633.5M | 1.07% | −1,240,421−13.3% | Reduced |
| Mackenzie Financial Corp | 6,244,664 | $695.3M | 0.70% | +142,127+2.3% | Added |
| TD Asset Management Inc | 10,101,426 | $792.8M | 0.69% | −3,921,572−28.0% | Reduced |
| Bank of Montreal | 12,232,736 | $959.5M | 0.35% | +1,848,886+17.8% | Added |
| Vanguard Capital Management LLC | 16,048,272 | $1.26B | 0.03% | +73,621+0.5% | Added |
| Royal Bank of Canada | 41,552,120 | $3.26B | 0.55% | −95,548−0.2% | Reduced |
| Oslo Pensjonsforsikring AS | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −852,474−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −286,362−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −250,635−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −194,641−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −186,385−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −146,173−100.0% | Sold out |