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SLF in the 13F filings

Sun Life Financial Inc. · CUSIP 866796105

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 4 listed it in both
Shares listed
12,015,603
combined, among listed positions
Reported value
$752m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 6 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,395,516.

Managers listing SLF in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)5,846,899$366munder 0.1%Added+473,72215 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,170,349$136munder 0.1%Trimmed-74,86015 May 2026 (the filing on sec.gov)
Invesco Ltd1,188,494$74munder 0.1%Trimmed-194,83312 May 2026 (the filing on sec.gov)
Two Sigma Investments LP555,013$35munder 0.1%Trimmed-504,56815 May 2026 (the filing on sec.gov)
AQR Capital Management LLC523,733$32munder 0.1%Trimmed-274,11815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.334,736$21munder 0.1%Trimmed-107,72215 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC265,057$17munder 0.1%Trimmed-140,49227 Oct 2026 (the filing on sec.gov)
Man Group PLC253,454$16munder 0.1%Trimmed-63,08615 May 2026 (the filing on sec.gov)
Bridgewater Associates LP250,635$16m0.07%Trimmed-55,92815 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC146,173$9.1munder 0.1%Added+140,49415 May 2026 (the filing on sec.gov)
Citadel Advisors LLC133,635$8.4munder 0.1%Added+16,05515 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP113,654$7.1munder 0.1%Added+16,37614 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd83,904$5.2munder 0.1%Added+20,99318 May 2026 (the filing on sec.gov)
AllianceBernstein LP54,184$3.4munder 0.1%Trimmed-76615 May 2026 (the filing on sec.gov)
Jane Street Group LLC48,962$3.1munder 0.1%Trimmed-273,07012 May 2026 (the filing on sec.gov)
Capital World Investors11,600$727kunder 0.1%Held013 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP10,476$655kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
PDT Partners LLC9,648$604kunder 0.1%Held015 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC8,900$554kunder 0.1%Trimmed-12,53513 May 2026 (the filing on sec.gov)
Millennium Management LLC6,097$381kunder 0.1%Trimmed-349,19315 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SLF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$1.1bnn.a.n.a.
Q3 20133$968mn.a.n.a.
Q4 20135$1.0bnn.a.n.a.
Q1 20144$965mn.a.n.a.
Q2 20144$649mn.a.n.a.
Q3 20143$332mn.a.n.a.
Q4 20141$304mn.a.n.a.
Q1 20155$359mn.a.n.a.
Q2 20154$412mn.a.n.a.
Q3 20156$704mn.a.n.a.
Q4 20157$774mn.a.n.a.
Q1 20165$706mn.a.n.a.
Q2 20165$640mn.a.n.a.
Q3 20165$658mn.a.n.a.
Q4 20167$857mn.a.n.a.
Q1 20176$611mn.a.n.a.
Q2 20176$651mn.a.n.a.
Q3 20174$731mn.a.n.a.
Q4 20174$647mn.a.n.a.
Q1 20185$813mn.a.n.a.
Q2 20183$235mn.a.n.a.
Q3 20188$418mn.a.n.a.
Q4 20185$278mn.a.n.a.
Q1 20197$371mn.a.n.a.
Q2 20197$440mn.a.n.a.
Q3 20198$588mn.a.n.a.
Q4 20196$556mn.a.n.a.
Q1 20204$394mn.a.n.a.
Q2 20203$422mn.a.n.a.
Q3 20203$607mn.a.n.a.
Q4 20207$682mn.a.n.a.
Q1 20214$979mn.a.n.a.
Q2 20214$1.1bnn.a.n.a.
Q3 20212$1.1bnn.a.n.a.
Q4 20214$1.1bnn.a.n.a.
Q1 20225$1.1bnn.a.n.a.
Q2 20224$777mn.a.n.a.
Q3 20224$91mn.a.n.a.
Q4 20223$192mn.a.n.a.
Q1 20233$129mn.a.n.a.
Q2 20234$42mn.a.n.a.
Q3 20231$48mn.a.n.a.
Q4 20233$34m21
Q1 20244$121m40
Q2 20245$126m41
Q3 20247$258m51
Q4 20245$191m23
Q1 20253$53m21
Q2 20251$22m01
Q3 20252$22m11
Q4 20255$251m159
Q1 20263$152m614
Q2 20265$271m1310

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SLF and V →SLF and AXP →SLF and BAC →Choose a stock to compare with SLF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SLF, latest filings →Back to the 13F Explorer →