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Livermore
Livermore
ZHEN

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.

Other share classesSLFIFSLFQFSUNFF

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.

Institutional holdersQ2 2026: 493 institutions
Q1 2021: 345 institutionsQ2 2021: 323 institutionsQ3 2021: 325 institutionsQ4 2021: 352 institutionsQ1 2022: 351 institutionsQ2 2022: 352 institutionsQ3 2022: 352 institutionsQ4 2022: 363 institutionsQ1 2023: 381 institutionsQ2 2023: 382 institutionsQ3 2023: 379 institutionsQ4 2023: 398 institutionsQ1 2024: 419 institutionsQ2 2024: 396 institutionsQ3 2024: 422 institutionsQ4 2024: 441 institutionsQ1 2025: 421 institutionsQ2 2025: 447 institutionsQ3 2025: 432 institutionsQ4 2025: 440 institutionsQ1 2026: 451 institutionsQ2 2026: 493 institutions
Value heldQ2 2026: $20.0B
Q1 2021: $13.9BQ2 2021: $14.5BQ3 2021: $14.8BQ4 2021: $15.7BQ1 2022: $15.7BQ2 2022: $13.1BQ3 2022: $11.0BQ4 2022: $12.8BQ1 2023: $12.8BQ2 2023: $14.5BQ3 2023: $13.2BQ4 2023: $14.3BQ1 2024: $15.0BQ2 2024: $13.2BQ3 2024: $15.8BQ4 2024: $15.7BQ1 2025: $15.1BQ2 2025: $17.7BQ3 2025: $15.1BQ4 2025: $15.8BQ1 2026: $15.6BQ2 2026: $20.0B
Institutions holding SLF and their total value by quarter
QuarterHoldersValue
Q2 2026493$20.0B
Q1 2026451$15.6B
Q4 2025440$15.8B
Q3 2025432$15.1B
Q2 2025447$17.7B
Q1 2025421$15.1B
Q4 2024441$15.7B
Q3 2024422$15.8B
Q2 2024396$13.2B
Q1 2024419$15.0B
Q4 2023398$14.3B
Q3 2023379$13.2B
Q2 2023382$14.5B
Q1 2023381$12.8B
Q4 2022363$12.8B
Q3 2022352$11.0B
Q2 2022352$13.1B
Q1 2022351$15.7B
Q4 2021352$15.7B
Q3 2021325$14.8B
Q2 2021323$14.5B
Q1 2021345$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.

Institutions holding SLF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
IFG Advisory, LLC1,182$92.7K0.00%+1,182New
Allworth Financial LP1,088$85.3K0.00%−29−2.6%Reduced
Triumph Capital Management1,073$84.1K0.02%00.0%Unchanged
Beacon Investment Advisory Services, Inc.1,050$82.3K0.00%00.0%Unchanged
Danske Bank A/S1,006$78.7K0.00%00.0%Unchanged
City Holding Co1,000$78.4K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,000$78.4K0.00%+900+900.0%Added
Basecamp Wealth Advisors LLC994$77.9K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC939$73.6K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC928$72.8K0.00%+12+1.3%Added
Evelyn Partners Group Ltd906$71.1K0.00%+906New
Westside Investment Management, Inc.801$62.8K0.01%00.0%Unchanged
Larson Financial Group LLC797$62.5K0.00%+205+34.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA770$60.2K0.02%+270+54.0%Added
Oakworth Capital, Inc.748$58.7K0.00%00.0%Unchanged
Capital Analysts, LLC738$58.0K0.00%+738New
BankPlus Trust Department681$53.4K0.01%00.0%Unchanged
Asset Planning,Inc678$53.2K0.03%00.0%Unchanged
Private Trust Co NA651$51.1K0.00%+154+31.0%Added
Abound Wealth Management638$50.0K0.01%00.0%Unchanged
Mondrian Investment Partners LTD442$49.2K0.00%+442New
Manchester Capital Management LLC609$47.8K0.01%−173−22.1%Reduced
Central Trust Co600$47.1K0.00%00.0%Unchanged
MCF Advisors LLC586$46.0K0.00%−214−26.8%Reduced
GAMMA Investing LLC576$45.2K0.00%00.0%Unchanged
Planning Strategies Inc.560$43.9K0.03%+560New
Mark Sheptoff Financial Planning, LLC530$41.6K0.02%00.0%Unchanged
Medallion Wealth Advisors, LLC523$41.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC513$40.2K0.01%00.0%Unchanged
Buck Wealth Strategies, LLC510$40.0K0.00%+510New
AdvisorNet Financial, Inc500$39.2K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC500$39.2K0.01%00.0%Unchanged
Silver Grove Financial Group, Inc.489$38.4K0.02%+489New
Brown Brothers Harriman & Co481$37.7K0.00%00.0%Unchanged
Asset Dedication, LLC462$36.2K0.00%−325−41.3%Reduced
WealthCollab, LLC460$36.1K0.01%00.0%Unchanged
Cornerstone Planning Group LLC441$35.9K0.00%00.0%Unchanged
First National Bank444$34.8K0.01%+444New
Duncker Streett & Co Inc414$32.5K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich406$31.9K0.00%+406New
Cassaday & Co Wealth Management LLC400$31.4K0.00%00.0%Unchanged
Clean Yield Group380$29.8K0.01%00.0%Unchanged
Dogwood Wealth Management LLC327$25.6K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.317$24.9K0.00%+317New
Bare Financial Services, Inc269$21.1K0.00%+115+74.7%Added
Strategic Investment Solutions, Inc.246$19.3K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A244$19.1K0.01%+244New
Geneos Wealth Management Inc.241$18.9K0.00%00.0%Unchanged
BFSG, LLC225$17.6K0.00%00.0%Unchanged
Hughes Financial Services, LLC205$16.1K0.00%00.0%Unchanged
Zions Bancorporation, National Association202$15.8K0.00%00.0%Unchanged
SBI Securities Co., Ltd.185$14.5K0.00%00.0%Unchanged
Coston, McIsaac & Partners183$14.0K0.00%+183New
Kilter Group LLC174$13.6K0.00%+138+383.3%Added
Washington Trust Advisors, Inc.165$12.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.164$12.9K0.00%+20+13.9%Added
Hazlett, Burt & Watson, Inc.150$12.0K0.00%00.0%Unchanged
True Wealth Design, LLC137$10.7K0.00%00.0%Unchanged
Ancora Advisors, LLC135$10.6K0.00%−148−52.3%Reduced
ZRC Wealth Management, LLC121$9.49K0.00%+121New
TD Private Client Wealth LLC105$8.23K0.00%+64+156.1%Added
Key Financial Inc99$7.76K0.00%00.0%Unchanged
Cornerstone Financial Management LLC98$7.68K0.01%+83+553.3%Added
Barrett & Company, Inc.94$7.37K0.00%00.0%Unchanged
Action Point Financial Planning, LLC86$6.74K0.00%+86New
Financial Consulate, Inc82$6.43K0.00%+6+7.9%Added
JCIC Asset Management Inc.95$5.94K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$5.57K0.00%−99−58.2%Reduced
Institute for Wealth Management, LLC.70$5.46K0.00%+70New
CBIZ Investment Advisory Services, LLC87$5.44K0.00%00.0%Unchanged
Highline Wealth Partners LLC69$5.41K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.61$4.78K0.00%+61New
JNBA Financial Advisors53$4.16K0.00%+53New
North Star Investment Management Corp.47$3.69K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.21K0.00%+16+64.0%Added
Caitong International Asset Management Co., Ltd34$2.67K0.00%−2,027−98.4%Reduced
Stone House Investment Management, LLC26$2.04K0.00%+10+62.5%Added
Penserra Capital Management LLC33$2.00K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC25$1.96K0.00%+25New
MV Capital Management, Inc.23$1.80K0.00%+12+109.1%Added
LRI Investments, LLC23$1.80K0.00%+23New
UMA Financial Services, Inc.21$1.65K0.00%+21New
Creative Financial Designs Inc20$1.57K0.00%00.0%Unchanged
Nemes Rush Group LLC19$1.49K0.00%00.0%Unchanged
Grove Bank & Trust16$1.25K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.13$1.02K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.12$9410.00%00.0%Unchanged
Financial Network Wealth Advisors LLC7$5490.00%+7New
Transamerica Financial Advisors, Inc.7$5480.00%+6+600.0%Added
Victory Capital Management Inc6$4700.00%00.0%Unchanged
Investors Portfolio Services LLC4$3140.00%00.0%Unchanged
Bogart Wealth, LLC4$3140.00%00.0%Unchanged
Mascoma Wealth Management LLC1$760.00%00.0%Unchanged
Oslo Pensjonsforsikring AS0$00.00%−1,300−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−852,474−100.0%Sold out
PBU - The Pension Fund of Early Childhood & Youth Educators0$00.00%−286,362−100.0%Sold out
Bridgewater Associates, LP0$00.00%−250,635−100.0%Sold out
SIG North Trading, ULC0$00.00%−194,641−100.0%Sold out
Sienna Gestion0$00.00%−186,385−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−146,173−100.0%Sold out