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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 4,619 | $362.2K | 0.02% | +497+12.1% | Added |
| Glenmede Trust Co NA | 4,598 | $360.6K | 0.00% | +188+4.3% | Added |
| Canoe Financial LP | 4,579 | $359.2K | 0.00% | −367−7.4% | Reduced |
| Ballentine Partners, LLC | 4,527 | $355.0K | 0.00% | +4,527 | New |
| Greenwood Gearhart Inc | 4,498 | $352.7K | 0.02% | +400+9.8% | Added |
| Optas, LLC | 4,454 | $349.3K | 0.05% | +4,454 | New |
| Pathway Financial Advisors LLC | 4,339 | $345.6K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,390 | $344.3K | 0.00% | +232+5.6% | Added |
| Louisbourg Investments Inc. | 4,386 | $343.7K | 0.06% | −719−14.1% | Reduced |
| Summit Trail Advisors, LLC | 4,350 | $341.1K | 0.00% | +4+0.1% | Added |
| Parallel Advisors, LLC | 4,341 | $340.4K | 0.01% | +68+1.6% | Added |
| Frank, Rimerman Advisors LLC | 4,324 | $339.1K | 0.02% | +238+5.8% | Added |
| Ameritas Advisory Services, LLC | 4,268 | $334.7K | 0.01% | +4,268 | New |
| Washington Trust Co | 4,230 | $331.7K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,187 | $328.6K | 0.19% | +4,187 | New |
| Villere St Denis J & Co LLC | 4,177 | $327.6K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,175 | $327.4K | 0.01% | −382−8.4% | Reduced |
| NewEdge Wealth, LLC | 4,144 | $325.0K | 0.00% | −94−2.2% | Reduced |
| HSBC Holdings PLC | 4,106 | $322.0K | 0.00% | +4,106 | New |
| Brighton Jones LLC | 4,102 | $321.6K | 0.01% | −56−1.3% | Reduced |
| Ballast, Inc. | 4,083 | $320.2K | 0.06% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 4,046 | $317.3K | 0.10% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,042 | $317.0K | 0.10% | +113+2.9% | Added |
| Two Sigma Securities, LLC | 4,031 | $316.1K | 0.03% | +4,031 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,848 | $301.8K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,841 | $301.5K | 0.00% | +3,841 | New |
| Merit Financial Group, LLC | 3,818 | $299.4K | 0.00% | +399+11.7% | Added |
| Well Done, LLC | 3,771 | $295.7K | 0.04% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 3,685 | $288.7K | 0.06% | −850−18.7% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,682 | $288.7K | 0.05% | +3,682 | New |
| Sanctuary Advisors, LLC | 3,657 | $286.8K | 0.00% | +61+1.7% | Added |
| Equitable Holdings, Inc. | 3,628 | $284.5K | 0.00% | +3,628 | New |
| Nilsine Partners, LLC | 3,579 | $280.7K | 0.02% | +16+0.4% | Added |
| Checchi Capital Advisers, LLC | 3,582 | $277.9K | 0.02% | −17−0.5% | Reduced |
| Bridgewater Advisors Inc. | 3,323 | $274.0K | 0.01% | +3,323 | New |
| J.W. Cole Advisors, Inc. | 3,399 | $266.6K | 0.00% | +3,399 | New |
| Resources Investment Advisors, LLC. | 3,288 | $257.9K | 0.00% | +3,288 | New |
| Ascent Group, LLC | 3,266 | $256.1K | 0.01% | +3,266 | New |
| Axxcess Wealth Management, LLC | 3,236 | $253.8K | 0.00% | +13+0.4% | Added |
| McDonough Capital Management, Inc | 3,201 | $251.0K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 3,170 | $248.6K | 0.01% | −230−6.8% | Reduced |
| MAI Capital Management | 3,158 | $247.7K | 0.00% | +1,317+71.5% | Added |
| J. L. Bainbridge & Co., Inc. | 3,148 | $246.9K | 0.02% | +3,148 | New |
| VestGen Advisors, LLC | 3,140 | $246.2K | 0.01% | −853−21.4% | Reduced |
| MONECO Advisors, LLC | 3,080 | $241.5K | 0.01% | +3,080 | New |
| Genus Capital Management Inc. | 3,059 | $240.1K | 0.02% | +3,059 | New |
| State of Wyoming | 3,040 | $238.6K | 0.02% | +3,040 | New |
| Integrated Wealth Concepts LLC | 3,015 | $236.5K | 0.00% | +3,015 | New |
| SRS Capital Advisors, Inc. | 2,991 | $234.6K | 0.00% | +2,524+540.5% | Added |
| Buckingham Strategic Partners | 2,988 | $234.3K | 0.00% | +2,988 | New |
| Concurrent Investment Advisors, LLC | 2,983 | $233.9K | 0.00% | +2,983 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,981 | $233.8K | 0.00% | +2,981 | New |
| Principal Street Partners, LLC | 2,977 | $233.5K | 0.03% | +2,977 | New |
| Bruce G. Allen Investments, LLC | 2,968 | $232.8K | 0.15% | −26−0.9% | Reduced |
| SG Americas Securities, LLC | 2,083 | $232.0K | 0.00% | +2,083 | New |
| Commerce Bank | 2,946 | $231.0K | 0.00% | +2,946 | New |
| United Capital Financial Advisers, LLC | 2,908 | $228.0K | 0.00% | +2,908 | New |
| Magnolia Capital Advisors LLC | 2,891 | $226.7K | 0.04% | +2,891 | New |
| Old National Bancorp | 2,882 | $226.0K | 0.00% | +2,882 | New |
| Intrust Bank NA | 2,816 | $220.8K | 0.02% | +2,816 | New |
| Howland Capital Management LLC | 2,783 | $218.2K | 0.01% | +2,783 | New |
| First Horizon Corp | 2,771 | $217.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,745 | $215.3K | 0.00% | +2,745 | New |
| EverSource Wealth Advisors, LLC | 2,704 | $212.0K | 0.01% | −863−24.2% | Reduced |
| Flputnam Investment Management Co | 2,691 | $211.0K | 0.00% | +2,691 | New |
| GWM Advisors LLC | 2,685 | $210.5K | 0.00% | +2,577+2,386.1% | Added |
| Rexford Capital Inc | 2,655 | $208.2K | 0.13% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 2,577 | $202.1K | 0.03% | +2,577 | New |
| Vigilare Wealth Management | 2,570 | $201.5K | 0.06% | +2,570 | New |
| Ronald Blue Trust, Inc. | 2,562 | $200.9K | 0.00% | −417−14.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,559 | $200.7K | 0.01% | −8,100−76.0% | Reduced |
| Clearstead Advisors, LLC | 2,487 | $195.0K | 0.00% | +2,487 | New |
| Global Retirement Partners, LLC | 2,411 | $189.1K | 0.00% | +2,411 | New |
| Wellington-Altus USA Inc. | 2,715 | $183.1K | 0.13% | −156−5.4% | Reduced |
| UBS Asset Management Americas Inc | 2,273 | $178.2K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,490 | $170.2K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 2,084 | $163.6K | 0.01% | +2,084 | New |
| Assetmark, Inc | 2,059 | $161.5K | 0.00% | +218+11.8% | Added |
| Umb Bank N A | 2,043 | $160.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,017 | $158.2K | 0.00% | +16+0.8% | Added |
| Tobam | 1,389 | $155.0K | 0.04% | +559+67.3% | Added |
| Rhumbline Advisers | 1,966 | $154.2K | 0.00% | −56−2.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,903 | $149.0K | 0.02% | 00.0% | Unchanged |
| Corient IA LLC | 1,900 | $149.0K | 0.14% | −3,810−66.7% | Reduced |
| Perkins Coie Trust Co | 1,871 | $146.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,817 | $142.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,741 | $136.5K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,719 | $134.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,708 | $133.9K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,553 | $121.8K | 0.08% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,368 | $107.3K | 0.00% | +62+4.7% | Added |
| Smartleaf Asset Management LLC | 1,359 | $106.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,328 | $105.4K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1,333 | $104.5K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,308 | $102.5K | 0.00% | +432+49.3% | Added |
| Birchbrook, Inc. | 1,295 | $101.6K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,209 | $94.8K | 0.00% | +1+0.1% | Added |
| LOM Asset Management Ltd | 850 | $94.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,200 | $94.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,184 | $93.0K | 0.00% | 00.0% | Unchanged |