Sun Life Financial (SLF) Institutional Ownership

$51.93
+0.26 (+0.50%)
(As of 01:21 PM ET)

Institutional Ownership Changes (13F Filings) for Sun Life Financial (NYSE:SLF)

Current
Institutional Ownership
Percentage
52.26%
Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$4.19B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$966.94M
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SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Mn Services Vermogensbeheer B.V.236,245$12.90M0.1%-14.8%0.041%
4/27/2024 K.J. Harrison & Partners Inc43,104$2.35M0.4%N/A0.007%
4/26/2024 Triasima Portfolio Management inc.608,760$33.22M2.8%-10.2%0.105%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 421,006$22.99M0.1%-0.5%0.072%
4/24/2024 Assenagon Asset Management S.A.60,128$3.28M0.0%+3.2%0.010%
4/23/2024 Global Retirement Partners LLC3,921$214K0.0%+908.0%0.001%
4/23/2024 Fifth Third Bancorp11,074$604K0.0%-10.3%0.002%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,100$57K0.0%-15.4%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.22,360$1.22M0.0%-4.4%0.004%
4/22/2024 PFG Investments LLC5,403$295K0.0%N/A0.001%
4/22/2024 QV Investors Inc.1,083,071$59.15M5.1%+1.0%0.186%
4/20/2024 Maryland State Retirement & Pension System89,681$4.49M0.1%+15.6%0.015%
4/19/2024 First Trust Direct Indexing L.P.8,613$470K0.0%+11.4%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,501,888$82.00M0.1%+0.7%0.258%
4/18/2024 Dixon Mitchell Investment Counsel Inc.1,400$76K0.0%N/A0.000%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH29,680$1.62M0.1%-32.7%0.005%
4/17/2024 Symphony Financial Ltd. Co.70,449$3.85M0.9%-1.0%0.012%
4/16/2024 Addenda Capital Inc.151,077$8.25M0.4%+1.6%0.026%
4/15/2024 Stonebridge Capital Management Inc.5,000$273K0.1%-14.5%0.001%
4/11/2024 City Holding Co.3,200$175K0.0%-13.5%0.001%
4/11/2024 First Affirmative Financial Network5,996$327K0.2%+13.8%0.001%
4/10/2024 Park Avenue Securities LLC10,627$580K0.0%N/A0.002%
4/9/2024 Cardinal Capital Management Inc.771,631$42.14M1.9%-1.8%0.132%
4/2/2024 ST Germain D J Co. Inc.7,109$388K0.0%+23.7%0.001%
3/22/2024PNC Financial Services Group Inc.17,610$913K0.0%+5.2%0.003%
3/11/2024Vanguard Group Inc.22,882,882$1.19B0.0%+1.8%3.914%
3/5/2024 Stonebridge Capital Management Inc.5,845$303K0.1%-3.2%0.001%
3/5/2024Wellington Management Group LLP117,615$6.13M0.0%+59.7%0.020%
3/1/2024Goldman Sachs Group Inc.1,620,801$84.06M0.0%+20.5%0.277%
2/26/2024Syon Capital LLC7,223$375K0.0%+48.5%0.001%
2/26/2024Teachers Retirement System of The State of Kentucky216,560$11.23M0.1%-2.7%0.037%
2/23/2024 Cardinal Capital Management Inc.785,553$40.87M1.9%-0.4%0.134%
2/21/2024 V Square Quantitative Management LLC18,308$949K0.2%N/A0.003%
2/20/2024 Voisard Asset Management Group Inc.501$26K0.0%N/A0.000%
2/17/2024FIL Ltd12,266,388$636.16M0.7%-13.0%2.098%
2/15/2024Onex Canada Asset Management Inc.127,630$6.62M0.6%-46.6%0.022%
2/15/2024Public Sector Pension Investment Board731,780$38.14M0.3%+372.8%0.125%
2/14/2024Power Corp of Canada115,004$5.97M0.6%+1.1%0.020%
2/14/2024Barometer Capital Management Inc.9,810$509K0.2%-93.5%0.002%
2/14/2024Shell Asset Management Co.33,072$1.72M0.1%-53.1%0.006%
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2/14/2024Ossiam56,816$2.96M0.0%+28.9%0.010%
2/14/2024Prudential PLC349,027$18.10M0.2%+15.9%0.060%
2/13/20241832 Asset Management L.P.9,725,626$504.37M0.7%+7.4%1.664%
2/13/2024Crossmark Global Holdings Inc.256,061$13.28M0.3%-2.9%0.044%
2/13/2024Capital World Investors19,432$1.01M0.0%+14.5%0.003%
2/13/2024First Trust Advisors LP1,351,277$70.08M0.1%-2.1%0.231%
2/13/2024Goldman Sachs Group Inc.1,620,801$84.06M0.0%+20.5%0.277%
2/13/2024CIBC Asset Management Inc6,080,164$316.34M1.2%-4.7%1.040%
2/13/2024The Manufacturers Life Insurance Company 7,170,280$372.46M0.2%+6.9%1.226%
2/13/2024Campbell & CO Investment Adviser LLC106,125$5.50M0.5%N/A0.018%
2/13/2024Rathbones Group PLC15,440$805K0.0%-1.8%0.003%
2/12/2024Bank of Nova Scotia8,041,990$417.09M0.8%-19.0%1.376%
2/12/2024Scotia Capital Inc.2,950,788$152.74M1.0%-0.5%0.505%
2/12/2024Gold Investment Management Ltd.42,507$2.21M0.9%N/A0.007%
2/12/2024Letko Brosseau & Associates Inc.2,804,207$146.14M2.7%-2.9%0.480%
2/12/2024Bank of Nova Scotia Trust Co.262,454$13.61M1.5%+5.2%0.045%
2/12/2024Claret Asset Management Corp8,062$418K0.1%-2.3%0.001%
2/12/2024Allianz Asset Management GmbH1,172,025$61.08M0.1%+171.3%0.200%
2/12/2024TD Asset Management Inc15,665,551$816.42M0.8%+34.7%2.680%
2/12/2024United Services Automobile Association24,095$1.25M0.0%+14.9%0.004%
2/12/2024JARISLOWSKY FRASER Ltd231,027$12.04M0.1%-1.7%0.040%
2/9/2024 Congress Wealth Management LLC DE 4,125$214K0.0%N/A0.001%
2/9/2024Orion Portfolio Solutions LLC11,829$609K0.0%-4.8%0.002%
2/9/2024US Bancorp DE20,678$1.07M0.0%+24.6%0.004%
2/9/2024Ontario Teachers Pension Plan Board33,455$1.74M0.0%-12.1%0.006%
2/9/2024EverSource Wealth Advisors LLC4,127$214K0.0%+6.9%0.001%
2/9/2024Aigen Investment Management LP23,753$1.23M0.2%N/A0.004%
2/9/2024Franklin Resources Inc.311,160$16.14M0.0%-62.8%0.053%
2/9/2024Corient Private Wealth LLC9,514$493K0.0%-12.3%0.002%
2/9/2024Clearbridge Investments LLC292,948$15.19M0.0%N/A0.050%
2/9/2024Balentine LLC7,602$394K0.0%-25.1%0.001%
2/9/2024Beutel Goodman & Co Ltd.9,901,262$516.01M2.7%+0.0%1.694%
2/9/2024Hillsdale Investment Management Inc.409,450$21.25M1.7%+19.7%0.070%
2/9/2024Motco100,494$5.21M0.3%-13.6%0.017%
2/9/2024UBS Group AG696,047$36.10M0.0%+36.8%0.119%
2/9/2024PNC Financial Services Group Inc.17,610$913K0.0%+5.2%0.003%
2/9/2024Dynamic Technology Lab Private Ltd11,942$619K0.1%N/A0.002%
2/9/2024Norges Bank6,473,723$335.76M0.1%N/A1.107%
2/8/2024Private Wealth Management Group LLC797$41K0.0%N/A0.000%
2/8/2024Montrusco Bolton Investments Inc.632,602$32.97M0.4%-1.5%0.108%
2/8/2024Fiera Capital Corp842,526$43.84M0.1%+24.1%0.144%
2/8/2024Beacon Pointe Advisors LLC6,498$337K0.0%-4.0%0.001%
2/8/2024Quadrant Capital Group LLC2,735$142K0.0%-8.5%0.000%
2/8/2024Guardian Capital Advisors LP179,138$9.34M1.0%-1.2%0.031%
2/8/2024Guardian Capital LP392,321$20.45M0.7%-2.9%0.067%
2/8/2024Vanguard Personalized Indexing Management LLC15,867$823K0.0%-8.9%0.003%
2/7/2024Avantax Advisory Services Inc.13,100$679K0.0%-4.8%0.002%
2/7/2024Wambolt & Associates LLC17,659$916K0.2%-21.5%0.003%
2/7/2024Principal Financial Group Inc.15,433$804K0.0%-39.8%0.003%
2/7/2024Dimensional Fund Advisors LP1,142,666$59.26M0.0%+19.0%0.195%
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2/7/2024AGF Management Ltd.1,535,288$79.62M0.5%+91.7%0.263%
2/7/2024Canoe Financial LP45,648,390$2.37B5.9%+7,959.7%7.808%
2/7/2024Northwest Financial Advisors566$29K0.0%N/A0.000%
2/7/2024Versor Investments LP8,397$436K0.1%N/A0.001%
2/6/2024 Maryland State Retirement & Pension System77,570$4.03M0.1%-14.5%0.013%
2/6/2024Private Advisor Group LLC9,759$506K0.0%-67.2%0.002%
2/6/2024Metis Global Partners LLC34,847$1.81M0.1%+2.5%0.006%
2/6/2024National Bank of Canada FI6,067,865$311.07M0.5%+3.4%1.038%
2/6/2024Todd Asset Management LLC439,756$22.81M0.5%-2.1%0.075%
2/6/2024AJOVista LLC35,400$1.84M2.3%N/A0.006%
(Data available from 1/1/2016 forward)

SLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLF shares?

During the previous two years, 345 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Quilter Plc ($9.47B), Canoe Financial LP ($2.37B), Vanguard Group Inc. ($1.19B), TD Asset Management Inc ($816.42M), Price T Rowe Associates Inc. MD ($732.71M), Mackenzie Financial Corp ($730.93M), and FIL Ltd ($636.16M).Learn more on SLF's institutional investors.

What percentage of Sun Life Financial stock is owned by institutional investors?

52.26% of Sun Life Financial stock is owned by institutional investors. Learn more on SLF's institutional investor holdings.

Which institutional investors have been buying Sun Life Financial stock?

Of the 304 institutional investors that purchased Sun Life Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($45.67M), Norges Bank ($6.47M), National Bank of Canada FI ($5.88M), MUFG Securities EMEA plc ($5.35M), TD Asset Management Inc ($4.16M), FIL Ltd ($3.63M), and Toronto Dominion Bank ($3.00M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 106,374,589 shares in the last 24 months. This purchase volume represents approximately $5.36B in transactions.

Which Sun Life Financial major shareholders have been selling company stock?

Of the 179 institutional investors that sold Sun Life Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($14.97M), Mackenzie Financial Corp ($2.66M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($2.29M), CIBC Asset Management Inc ($2.11M), Canada Pension Plan Investment Board ($1.87M), FIL Ltd ($1.83M), and Price T Rowe Associates Inc. MD ($1.52M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 44,894,124 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


This page (NYSE:SLF) was last updated on 4/29/2024 by MarketBeat.com Staff

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