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 |
|---|---|---|---|---|---|
| Westerkirk Capital Inc. | 17,460 | $1.37M | 0.13% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,385 | $1.36M | 0.00% | −896−4.9% | Reduced |
| Evolve Private Wealth, LLC | 17,270 | $1.35M | 0.08% | +1,171+7.3% | Added |
| Vise Technologies, Inc. | 17,248 | $1.35M | 0.02% | +285+1.7% | Added |
| Hilltop National Bank | 16,577 | $1.30M | 0.28% | 00.0% | Unchanged |
| US Bancorp | 16,426 | $1.29M | 0.00% | +2,234+15.7% | Added |
| Verdence Capital Advisors LLC | 16,291 | $1.28M | 0.07% | −42−0.3% | Reduced |
| XTX Topco Ltd | 16,273 | $1.28M | 0.02% | +16,273 | New |
| Janney Montgomery Scott LLC | 16,233 | $1.27M | 0.00% | +2,294+16.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,907 | $1.25M | 0.00% | +196+1.2% | Added |
| Lester Murray Antman dba SimplyRich | 12,427 | $1.22M | 0.29% | +1,922+18.3% | Added |
| Pathstone Holdings, LLC | 15,275 | $1.20M | 0.00% | +81+0.5% | Added |
| Qube Research & Technologies Ltd | 14,767 | $1.16M | 0.00% | +14,767 | New |
| Syon Capital LLC | 14,399 | $1.13M | 0.05% | +1,332+10.2% | Added |
| Independent Advisor Alliance | 13,164 | $1.03M | 0.02% | −60−0.5% | Reduced |
| Rathbone Brothers plc | 13,025 | $1.02M | 0.00% | +75+0.6% | Added |
| BNP Paribas Arbitrage, SA | 12,955 | $1.02M | 0.00% | +1,776+15.9% | Added |
| Credit Agricole S A | 12,822 | $1.01M | 0.00% | −1,258−8.9% | Reduced |
| Brevan Howard Capital Management LP | 12,713 | $997.0K | 0.01% | +2,237+21.4% | Added |
| JCP Investment Management, LLC | 12,520 | $981.8K | 0.52% | −242−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,235 | $959.4K | 0.01% | +248+2.1% | Added |
| Capital World Investors | 11,600 | $910.7K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 11,146 | $874.1K | 0.00% | −516−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,801 | $867.2K | 0.02% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 10,866 | $851.9K | 0.03% | −130,825−92.3% | Reduced |
| Brown Advisory Inc | 10,855 | $851.2K | 0.00% | −1,764−14.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,328 | $837.1K | 0.00% | −645−2.9% | Reduced |
| Quilter Plc | 7,473 | $832.1K | 0.01% | −1,368−15.5% | Reduced |
| Plan A Wealth LLC | 10,431 | $818.0K | 0.35% | +805+8.4% | Added |
| Investment Research Partners LLC | 10,390 | $814.8K | 0.28% | +903+9.5% | Added |
| Compagnie Lombard Odier SCmA | 10,178 | $798.8K | 0.01% | −5,633−35.6% | Reduced |
| Squarepoint Ops LLC | 10,086 | $790.9K | 0.00% | +10,086 | New |
| 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 |
| Cigna Investments Inc | 10,015 | $786.0K | 0.10% | 00.0% | Unchanged |
| Axxion S.A. | 10,000 | $784.2K | 0.06% | +10,000 | New |
| Candriam Luxembourg S.C.A. | 9,975 | $782.1K | 0.00% | +181+1.8% | Added |
| Ritholtz Wealth Management | 9,766 | $765.8K | 0.01% | +102+1.1% | Added |
| PDT Partners, LLC | 9,648 | $756.6K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 9,647 | $756.5K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 9,251 | $725.5K | 0.02% | +1,451+18.6% | Added |
| Blair William & Co | 9,096 | $713.3K | 0.00% | +954+11.7% | Added |
| Fifth Third Bancorp | 9,040 | $708.9K | 0.00% | −55−0.6% | Reduced |
| Natixis | 8,805 | $690.5K | 0.00% | +1,708+24.1% | Added |
| Claret Asset Management Corp | 8,754 | $687.0K | 0.07% | −1,421−14.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,671 | $680.0K | 0.01% | +401+4.8% | Added |
| Am Investment Strategies LLC | 8,182 | $642.0K | 0.12% | +19+0.2% | Added |
| CAPROCK Group, Inc. | 8,129 | $637.5K | 0.01% | +1,308+19.2% | Added |
| One Capital Management, LLC | 10,192 | $636.8K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,119 | $636.7K | 0.00% | +988+13.9% | Added |
| Steward Partners Investment Advisory, LLC | 7,938 | $622.5K | 0.00% | −4−0.1% | Reduced |
| Advisory Services Network, LLC | 7,770 | $609.3K | 0.01% | −94−1.2% | Reduced |
| Tacita Capital Inc | 7,494 | $587.2K | 0.32% | +231+3.2% | Added |
| Beacon Pointe Advisors, LLC | 7,450 | $584.2K | 0.00% | −1,075−12.6% | Reduced |
| Private Advisor Group, LLC | 7,376 | $578.5K | 0.00% | −485−6.2% | Reduced |
| PFG Investments, LLC | 7,338 | $575.5K | 0.02% | +54+0.7% | Added |
| Simplex Trading, LLC | 7,260 | $569.3K | 0.01% | +7,253+103,614.3% | Added |
| Keybank National Association | 7,174 | $562.6K | 0.00% | +2,411+50.6% | Added |
| Baird Financial Group, Inc. | 7,074 | $554.7K | 0.00% | +990+16.3% | Added |
| EP Wealth Advisors, LLC | 6,919 | $542.6K | 0.00% | +2,209+46.9% | Added |
| Truist Financial Corp | 6,908 | $541.7K | 0.00% | −6,783−49.5% | Reduced |
| CIBC Bancorp USA Inc. | 6,720 | $527.0K | 0.00% | +6,720 | New |
| Parsons Capital Management Inc | 6,667 | $522.8K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,658 | $521.7K | 0.03% | −20−0.3% | Reduced |
| Regions Financial Corp | 6,604 | $517.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,577 | $515.9K | 0.00% | +877+15.4% | Added |
| West Family Investments, Inc. | 6,542 | $513.0K | 0.15% | +87+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,441 | $505.1K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,388 | $500.9K | 0.03% | +48+0.8% | Added |
| Davidson Trust Co | 6,383 | $500.6K | 0.20% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,324 | $495.9K | 0.02% | +6,324 | New |
| Arkadios Wealth Advisors | 6,251 | $490.2K | 0.01% | +2,814+81.9% | Added |
| K.J. Harrison & Partners Inc | 6,199 | $485.8K | 0.07% | +454+7.9% | Added |
| Venturi Wealth Management, LLC | 6,160 | $483.1K | 0.02% | +718+13.2% | Added |
| Alexander Labrunerie & Co., Inc. | 6,009 | $471.2K | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 5,940 | $465.8K | 0.01% | 00.0% | Unchanged |
| FreeGulliver LLC | 5,924 | $464.6K | 0.16% | 00.0% | Unchanged |
| LGT Group Foundation | 5,885 | $461.6K | 0.01% | −2,608−30.7% | Reduced |
| SEI Investments Co | 5,861 | $459.6K | 0.00% | +73+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,805 | $455.2K | 0.00% | −1,341−18.8% | Reduced |
| IMC-Chicago, LLC | 5,727 | $449.1K | 0.00% | +5,727 | New |
| Vontobel Holding Ltd. | 5,718 | $448.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,707 | $447.5K | 0.00% | +2,907+103.8% | Added |
| Mesirow Financial Investment Management, Inc. | 5,689 | $446.1K | 0.01% | +19+0.3% | Added |
| Cozad Asset Management Inc | 5,622 | $440.9K | 0.03% | +1,550+38.1% | Added |
| Pinnacle Associates Ltd | 5,506 | $431.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,485 | $430.1K | 0.01% | −24−0.4% | Reduced |
| Gotham Asset Management, LLC | 5,405 | $423.9K | 0.00% | −5,181−48.9% | Reduced |
| Smithfield Trust Co | 5,394 | $423.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,363 | $420.6K | 0.01% | −365−6.4% | Reduced |
| Toroso Investments, LLC | 5,229 | $410.1K | 0.00% | −3,328−38.9% | Reduced |
| Modern Wealth Management, LLC | 5,169 | $405.3K | 0.00% | +5,169 | New |
| St Germain D J Co Inc | 5,097 | $399.7K | 0.01% | −650−11.3% | Reduced |
| Benjamin Edwards Inc | 5,075 | $398.0K | 0.00% | −151−2.9% | Reduced |
| Confluence Wealth Services, Inc. | 5,051 | $396.1K | 0.01% | +66+1.3% | 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 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,921 | $386.2K | 0.20% | +260+5.6% | Added |
| Versant Capital Management, Inc | 4,807 | $377.0K | 0.03% | +656+15.8% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,629 | $363.3K | 0.01% | −672−12.7% | Reduced |