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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 152,039 | $11.9M | 0.02% | −3,220−2.1% | Reduced |
| Oddo BHF Asset Management SAS | 95,016 | $10.6M | 0.49% | +7,700+8.8% | Added |
| Guardian Partners Inc. | 128,156 | $10.1M | 0.91% | −17,666−12.1% | Reduced |
| Maryland State Retirement & Pension System | 126,712 | $9.94M | 0.17% | +64,101+102.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 125,123 | $9.82M | 0.04% | −10,602−7.8% | Reduced |
| Swiss Life Asset Management Ltd | 121,523 | $9.52M | 0.04% | +14,325+13.4% | Added |
| Creative Planning | 119,029 | $9.33M | 0.01% | +13,416+12.7% | Added |
| Citadel Advisors LLC | 116,630 | $9.15M | 0.01% | −17,005−12.7% | Reduced |
| Nykredit A/S | 113,016 | $8.87M | 0.03% | +113,016 | New |
| Citigroup Inc | 104,112 | $8.17M | 0.00% | −41,774−28.6% | Reduced |
| Lazard Asset Management LLC | 94,343 | $7.40M | 0.01% | +66,538+239.3% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 93,369 | $7.33M | 0.16% | −166,534−64.1% | Reduced |
| Jane Street Group, LLC | 92,478 | $7.25M | 0.00% | +43,516+88.9% | Added |
| SEB Asset Management AB | 90,986 | $7.14M | 0.03% | +630+0.7% | Added |
| Renaissance Technologies LLC | 91,035 | $7.14M | 0.01% | +91,035 | New |
| Man Group plc | 88,782 | $6.96M | 0.01% | −164,672−65.0% | Reduced |
| Intech Investment Management LLC | 84,882 | $6.66M | 0.06% | +34,222+67.6% | Added |
| Harvest Portfolios Group Inc. | 81,943 | $6.43M | 0.09% | −1,601−1.9% | Reduced |
| Cetera Investment Advisers | 80,563 | $6.32M | 0.01% | +979+1.2% | Added |
| LPL Financial LLC | 80,366 | $6.30M | 0.00% | +8,857+12.4% | Added |
| Raymond James Financial Inc | 79,294 | $6.22M | 0.00% | +8,587+12.1% | Added |
| Investment Management Corp of Ontario | 79,090 | $6.20M | 0.08% | +200+0.3% | Added |
| Captrust Financial Advisors | 75,117 | $5.89M | 0.01% | −499−0.7% | Reduced |
| Aviso Financial Inc. | 74,107 | $5.82M | 0.20% | −41,697−36.0% | Reduced |
| Jupiter Topco LLC | 73,657 | $5.77M | 0.00% | +73,657 | New |
| Generali Asset Management SPA SGR | 51,399 | $5.72M | 0.10% | −17,074−24.9% | Reduced |
| Barclays PLC | 72,484 | $5.68M | 0.00% | −39,929−35.5% | Reduced |
| Motco | 70,945 | $5.56M | 0.48% | −1,898−2.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 50,117 | $5.24M | 0.10% | +44,835+848.8% | Added |
| USS Investment Management Ltd | 61,722 | $4.83M | 0.02% | −12,719−17.1% | Reduced |
| Avanza Fonder AB | 42,869 | $4.77M | 0.10% | 00.0% | Unchanged |
| Quantbot Technologies LP | 60,490 | $4.74M | 0.19% | +60,490 | New |
| Natixis Advisors, L.P. | 60,109 | $4.71M | 0.01% | +6,898+13.0% | Added |
| Burney Co | 59,172 | $4.64M | 0.13% | −4,479−7.0% | Reduced |
| Symphony Financial, Ltd. Co. | 58,466 | $4.57M | 0.50% | +86+0.1% | Added |
| Vident Advisory, LLC | 55,640 | $4.37M | 0.03% | +9,141+19.7% | Added |
| Commonwealth Equity Services, LLC | 55,524 | $4.35M | 0.01% | +2,299+4.3% | Added |
| Utah Retirement Systems | 55,263 | $4.34M | 0.04% | −5,829−9.5% | Reduced |
| Thrivent Financial for Lutherans | 55,090 | $4.32M | 0.01% | +328+0.6% | Added |
| Stifel Financial Corp | 54,269 | $4.26M | 0.00% | +405+0.8% | Added |
| Public Employees Retirement System of Ohio | 50,742 | $3.98M | 0.01% | +8,224+19.3% | Added |
| Bessemer Group Inc | 49,892 | $3.91M | 0.01% | +137+0.3% | Added |
| Alliancebernstein L.P. | 58,346 | $3.65M | 0.00% | +4,162+7.7% | Added |
| Mariner, LLC | 46,355 | $3.64M | 0.00% | −766−1.6% | Reduced |
| Gold Investment Management Ltd. | 45,797 | $3.59M | 0.98% | +218+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 44,954 | $3.53M | 0.18% | +44,954 | New |
| Kraematon Investment Advisors, Inc | 42,865 | $3.36M | 2.50% | −111−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 42,042 | $3.30M | 0.06% | −633−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 41,445 | $3.25M | 0.07% | −8,707−17.4% | Reduced |
| HRT Financial LP | 39,786 | $3.12M | 0.01% | +39,786 | New |
| O'Shaughnessy Asset Management, LLC | 38,270 | $3.00M | 0.01% | +10,020+35.5% | Added |
| V-Square Quantitative Management LLC | 26,405 | $2.93M | 0.28% | +983+3.9% | Added |
| Plato Investment Management Ltd | 37,016 | $2.89M | 0.17% | +26,300+245.4% | Added |
| Cerity Partners LLC | 35,042 | $2.75M | 0.00% | +184+0.5% | Added |
| Cardinal Point Capital Management, ULC | 34,281 | $2.69M | 0.15% | +550+1.6% | Added |
| Laird Norton Trust Company, LLC | 33,258 | $2.61M | 0.05% | +3,585+12.1% | Added |
| JustInvest LLC | 32,568 | $2.55M | 0.02% | +2,339+7.7% | Added |
| Sustainable Insight Capital Management, LLC | 31,300 | $2.46M | 1.05% | +31,300 | New |
| MidFirst Bank | 30,593 | $2.40M | 0.17% | −29−0.1% | Reduced |
| WCG Wealth Advisors LLC | 30,271 | $2.37M | 0.06% | +13,610+81.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 21,291 | $2.37M | 0.14% | −149,069−87.5% | Reduced |
| Signaturefd, LLC | 29,743 | $2.33M | 0.03% | +1,703+6.1% | Added |
| Advisor Group Holdings, Inc. | 29,205 | $2.29M | 0.00% | +7,264+33.1% | Added |
| M&T Bank Corp | 28,682 | $2.25M | 0.01% | −100−0.3% | Reduced |
| Ethic Inc. | 27,788 | $2.18M | 0.03% | +20,890+302.8% | Added |
| Savant Capital, LLC | 29,522 | $2.09M | 0.01% | +14,526+96.9% | Added |
| Cidel Asset Management Inc | 26,485 | $2.08M | 0.10% | +1,712+6.9% | Added |
| Pathway Financial Advisers, LLC | 25,721 | $2.02M | 0.51% | +119+0.5% | Added |
| Assenagon Asset Management S.A. | 25,609 | $2.01M | 0.00% | +843+3.4% | Added |
| Bleakley Financial Group, LLC | 25,510 | $2.00M | 0.03% | +3,369+15.2% | Added |
| Old Port Advisors | 24,949 | $1.96M | 0.39% | +759+3.1% | Added |
| Brinker Capital Investments, LLC | 24,691 | $1.94M | 0.01% | +2,820+12.9% | Added |
| Ieq Capital, LLC | 24,466 | $1.92M | 0.01% | +3,455+16.4% | Added |
| Quadrant Capital Group LLC | 24,280 | $1.90M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24,118 | $1.89M | 0.00% | −817−3.3% | Reduced |
| Wells Fargo & Company | 24,122 | $1.89M | 0.00% | −19,066−44.1% | Reduced |
| The PNC Financial Services Group, Inc. | 23,822 | $1.87M | 0.00% | −32,191−57.5% | Reduced |
| 111 Capital | 23,770 | $1.86M | 0.32% | +15,362+182.7% | Added |
| Twin Tree Management, LP | 23,155 | $1.82M | 0.28% | +23,155 | New |
| HighTower Advisors, LLC | 22,899 | $1.80M | 0.00% | −818−3.4% | Reduced |
| Mercer Global Advisors Inc | 22,838 | $1.79M | 0.00% | +5,437+31.2% | Added |
| ASR Vermogensbeheer N.V. | 22,391 | $1.76M | 0.02% | +307+1.4% | Added |
| Advisory Resource Group | 22,286 | $1.75M | 0.26% | −548−2.4% | Reduced |
| Metis Global Partners, LLC | 21,892 | $1.72M | 0.04% | −6,342−22.5% | Reduced |
| Susquehanna International Group, LLP | 21,860 | $1.71M | 0.00% | +21,860 | New |
| Ensign Peak Advisors, Inc | 21,800 | $1.71M | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 15,342 | $1.71M | 0.01% | +4,142+37.0% | Added |
| Kestra Advisory Services, LLC | 21,075 | $1.65M | 0.01% | −21−0.1% | Reduced |
| Ameriprise Financial Inc | 16,594 | $1.65M | 0.00% | −7,096−30.0% | Reduced |
| Osmosis Investment Management UK Ltd | 20,857 | $1.64M | 0.08% | −12,695−37.8% | Reduced |
| Capstone Investment Advisors, LLC | 20,729 | $1.63M | 0.01% | +13,431+184.0% | Added |
| State Street Corp | 20,318 | $1.59M | 0.00% | +8,726+75.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,248 | $1.59M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 20,194 | $1.58M | 0.00% | −142,286−87.6% | Reduced |
| Empowered Funds, LLC | 20,149 | $1.58M | 0.01% | −1,248−5.8% | Reduced |
| Mason & Associates Inc | 20,068 | $1.57M | 0.25% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 18,460 | $1.51M | 0.03% | +152+0.8% | Added |
| Sequoia Financial Advisors, LLC | 18,221 | $1.43M | 0.01% | −207−1.1% | Reduced |
| CI Private Wealth, LLC | 17,735 | $1.39M | 0.00% | +1,377+8.4% | Added |
| Jones Financial Companies LLLP | 17,667 | $1.38M | 0.00% | +1,152+7.0% | Added |