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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
13,808,851
combined, among listed positions
Reported value
$862m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,392,020.

Managers listing SLF in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Fidelity (FMR LLC)5,373,177$335munder 0.1%Added+5,50617 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,245,209$140munder 0.1%Added+1,240,24117 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,383,327$86munder 0.1%Added+25,19619 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,059,581$66m0.09%Added+944,70017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC797,851$50munder 0.1%Added+783,66817 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.442,458$28munder 0.1%Added+256,61817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC405,549$25munder 0.1%Trimmed-22,30027 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP397,732$25munder 0.1%Added+343,10017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC355,290$22munder 0.1%Added+309,32917 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC322,032$20munder 0.1%Added+301,49112 Feb 2026 (the filing on sec.gov)
Man Group PLC316,540$20munder 0.1%Added+157,36317 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP306,563$19m0.07%Trimmed-9,88213 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC117,580$7.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP97,278$6.1munder 0.1%Added+83,25313 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd62,911$3.9munder 0.1%Trimmed-2,90017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP54,950$3.4munder 0.1%Trimmed-33,94217 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC21,435$1.3munder 0.1%Added+8,60010 Feb 2026 (the filing on sec.gov)
Capital World Investors11,600$724kunder 0.1%Trimmed-22,93311 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC11,252$702kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP11,209$699kunder 0.1%Added+7,05610 Feb 2026 (the filing on sec.gov)
PDT Partners LLC9,648$602kunder 0.1%Trimmed-34,36817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC5,679$355kunder 0.1%Trimmed-18,46417 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

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 →