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Sun Life Financial (SLF) Institutional Ownership

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$61.29 -0.67 (-1.08%)
As of 11:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for Sun Life Financial (NYSE:SLF)

Current
Institutional Ownership
Percentage
52.26%
Number of
Institutional Buyers
(last 12 months)
279
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$1.87B
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SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Assenagon Asset Management S.A.27,579$1.66M0.0%+4.1%0.004%
10/7/2025 Union Bancaire Privee UBP SA2,490$149K0.0%+49.2%0.000%
10/6/2025 Old Port Advisors18,672$1.12M0.3%+51.0%0.003%
10/3/2025 Cardinal Capital Management Inc.1,145,224$68.81M2.0%+0.6%0.204%
9/26/2025Corient Private Wealth LLC15,745$1.05M0.0%+2.2%0.003%
9/4/2025Osaic Holdings Inc.22,102$1.47M0.0%+44.3%0.004%
8/27/2025Orion Porfolio Solutions LLC17,476$1.16M0.0%+52.2%0.003%
8/21/2025Pathway Financial Advisers LLC26,582$1.77M0.6%-1.5%0.005%
8/18/2025Rexford Capital Inc.2,655$176K0.1%N/A0.000%
8/16/2025Public Sector Pension Investment Board854,747$56.76M0.2%+1,441.6%0.152%
8/16/2025Evergreen Capital Management LLC7,105$472K0.0%-4.2%0.001%
8/15/2025CANADA LIFE ASSURANCE Co596,478$39.47M0.1%-17.2%0.106%
8/15/2025Corient Private Wealth LLC27,549$1.83M0.0%+78.8%0.005%
8/15/2025Captrust Financial Advisors20,493$1.36M0.0%-26.3%0.004%
8/15/2025Vident Advisory LLC37,941$2.52M0.0%+6.9%0.007%
8/15/2025Onex Canada Asset Management Inc.22,458$1.49M0.2%-55.6%0.004%
8/15/2025Orion Porfolio Solutions LLC205,046$13.63M0.1%+1,685.8%0.036%
8/15/2025Man Group plc178,134$11.84M0.0%-57.9%0.032%
8/15/2025EP Wealth Advisors LLC4,122$274K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.4,542$302K0.0%-10.1%0.001%
8/15/2025BNP Paribas Financial Markets6,408$426K0.0%-81.2%0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,259,892$83.89M0.5%-0.7%0.224%
8/15/2025Balyasny Asset Management L.P.5,897$392K0.0%N/A0.001%
8/15/2025Ameriprise Financial Inc.15,930$1.06M0.0%-35.4%0.003%
8/14/2025Lighthouse Investment Partners LLC113,621$7.56M0.3%+323.3%0.020%
8/14/2025Jane Street Group LLC21,915$1.46M0.0%-91.7%0.004%
8/14/2025Raymond James Financial Inc.67,812$4.51M0.0%+3.9%0.012%
8/14/2025Canada Pension Plan Investment Board2,824,364$188.05M0.2%-33.1%0.502%
8/14/2025Bayesian Capital Management LP3,630$241K0.0%N/A0.001%
8/14/2025Quantinno Capital Management LP93,754$6.23M0.0%+15.5%0.017%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,229$414K0.0%-53.4%0.001%
8/14/2025Diversify Advisory Services LLC8,568$569K0.0%+51.2%0.002%
8/14/2025The Manufacturers Life Insurance Company 8,355,498$553.06M0.5%-2.6%1.484%
8/14/2025CIBC Asset Management Inc5,529,799$368.74M1.1%-22.3%0.982%
8/14/2025Qube Research & Technologies Ltd113,934$7.59M0.0%-5.6%0.020%
8/14/2025Intact Investment Management Inc.388,877$25.87M0.9%-70.3%0.069%
8/14/2025Investment Management Corp of Ontario34,297$2.28M0.0%-6.5%0.006%
8/14/2025AXA S.A.276,528$18.38M0.1%-28.9%0.049%
8/14/2025Lombard Odier Asset Management Switzerland SA162,716$10.84M0.5%+0.7%0.029%
8/14/2025Sagard Holdings Management Inc.3,221$214K0.6%N/A0.001%
8/14/2025Bank of Nova Scotia6,157,205$409.58M0.8%+6.5%1.093%
8/14/2025Cerity Partners LLC25,231$1.68M0.0%+1.4%0.004%
8/13/2025Amundi1,603,978$103.65M0.0%-4.4%0.285%
8/13/2025Beutel Goodman & Co Ltd.4,601,560$305.57M1.7%-5.8%0.817%
8/13/2025Walleye Capital LLC15,732$1.05M0.0%N/A0.003%
8/13/2025First Trust Advisors LP660,887$43.93M0.0%-17.5%0.117%
8/13/2025EverSource Wealth Advisors LLC1,734$115K0.0%+66.4%0.000%
8/13/2025Invesco Ltd.1,243,434$82.63M0.0%-2.7%0.221%
8/13/20251832 Asset Management L.P.10,135,767$673.52M0.5%-2.0%1.800%
8/13/2025Beacon Pointe Advisors LLC6,463$429K0.0%-20.6%0.001%
8/13/2025Arrowstreet Capital Limited Partnership211,475$14.05M0.0%+134.0%0.038%
8/13/2025Westerkirk Capital Inc.35,060$2.33M0.3%N/A0.006%
8/13/2025Shelton Capital Management9,369$623K0.0%N/A0.002%
8/13/2025Mackenzie Financial Corp10,957,260$729.55M0.9%-9.5%1.946%
8/13/2025Skandinaviska Enskilda Banken AB publ 88,970$5.91M0.0%+11.2%0.016%
8/13/2025Norges Bank5,450,205$362.89M0.0%N/A0.968%
8/13/2025Quadrature Capital Ltd267,500$17.71M0.3%N/A0.047%
8/13/2025Scotia Capital Inc.3,107,058$205.54M1.0%+0.9%0.552%
8/13/2025Bank of Nova Scotia Trust Co.310,147$20.61M2.0%+2.1%0.055%
8/13/2025Hsbc Holdings PLC1,800,087$119.88M0.1%+8.0%0.320%
8/13/2025Northwestern Mutual Wealth Management Co.22,823$1.52M0.0%-11.8%0.004%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC478,483$31.78M0.1%+8.5%0.085%
8/13/2025Korea Investment CORP465,344$30.90M0.1%-4.0%0.083%
8/13/2025Quadrant Capital Group LLC34,918$2.32M0.1%+3.2%0.006%
8/13/2025Northwest & Ethical Investments L.P.670,116$44.56M1.1%-8.9%0.119%
8/13/2025Russell Investments Group Ltd.580,134$38.51M0.0%-1.4%0.103%
8/12/2025J.W. Cole Advisors Inc.3,190$212K0.0%N/A0.001%
8/12/2025Laurel Wealth Advisors LLC11,297$751K0.0%+6,545.3%0.002%
8/12/2025Aviso Financial Inc.130,400$8.68M0.4%+14.2%0.023%
8/12/2025Picton Mahoney Asset Management1,322,756$87.66M0.9%N/A0.235%
8/12/2025Prudential Financial Inc.3,500$232K0.0%N/A0.001%
8/12/2025J. L. Bainbridge & Co. Inc.3,148$209K0.0%N/A0.001%
8/12/2025Charles Schwab Investment Management Inc.1,658,168$110.12M0.0%+3.1%0.294%
8/12/2025American Century Companies Inc.208,894$13.90M0.0%+15.5%0.037%
8/12/2025AlphaCore Capital LLC919$61K0.0%N/A0.000%
8/12/2025Franklin Resources Inc.300,735$20.02M0.0%+3.7%0.053%
8/12/2025Legal & General Group Plc3,488,475$231.67M0.1%-9.4%0.619%
8/12/2025MAI Capital Management896$60K0.0%+121.8%0.000%
8/12/2025Hillsdale Investment Management Inc.421,138$28.04M1.0%+525.8%0.075%
8/12/2025JPMorgan Chase & Co.2,490,651$165.50M0.0%-2.3%0.442%
8/12/2025Swiss National Bank1,740,900$115.39M0.1%+6.2%0.309%
8/12/2025Prudential PLC24,619$1.64M0.0%-11.0%0.004%
8/12/2025Cumberland Partners Ltd34,686$2.30M0.2%+12.2%0.006%
8/12/2025Ensign Peak Advisors Inc38,500$2.56M0.0%-4.0%0.007%
8/12/2025Quilter Plc6,886$458K0.0%-25.1%0.001%
8/11/2025TD Waterhouse Canada Inc.1,884,994$124.44M0.9%+7.2%0.335%
8/11/2025Wealthspire Advisors LLC3,124$208K0.0%N/A0.001%
8/11/2025Vanguard Group Inc.25,422,211$1.69B0.0%+3.4%4.514%
8/11/2025Frank Rimerman Advisors LLC4,058$270K0.0%N/A0.001%
8/11/2025McDonough Capital Management Inc3,182$211K0.1%N/A0.001%
8/11/2025Intrust Bank NA3,308$220K0.0%N/A0.001%
8/11/2025Waratah Capital Advisors Ltd.174,679$11.61M0.3%+14.0%0.031%
8/8/2025Financial Gravity Companies Inc.963$64K0.0%N/A0.000%
8/8/2025Letko Brosseau & Associates Inc.2,748,794$182.53M3.5%-0.8%0.488%
8/8/2025Ontario Teachers Pension Plan Board61,113$4.07M0.1%+41.1%0.011%
8/8/2025Intech Investment Management LLC23,762$1.58M0.0%+36.4%0.004%
8/8/2025Cetera Investment Advisers64,370$4.28M0.0%+2.4%0.011%
8/8/2025Flaharty Asset Management LLC3,188$212K0.0%-11.7%0.001%
8/8/2025Creative Planning67,462$4.48M0.0%+12.1%0.012%
8/8/2025Advisory Resource Group19,403$1.29M0.2%-2.2%0.003%
(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, 418 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Canoe Financial LP ($2.37B), Vanguard Group Inc. ($1.69B), TD Asset Management Inc ($1.05B), TD Asset Management Inc. ($933.24M), Mackenzie Financial Corp ($729.55M), 1832 Asset Management L.P. ($673.52M), and The Manufacturers Life Insurance Company ($553.06M).Learn more on Sun Life Financial's institutional investors.

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

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

Which institutional investors have been buying Sun Life Financial's stock?

Of the 362 institutional investors that purchased Sun Life Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($45.08M), Norges Bank ($18.37M), TD Asset Management Inc ($4.85M), Toronto Dominion Bank ($2.70M), Wellington Management Group LLP ($2.69M), Goldman Sachs Group Inc. ($2.60M), and Canada Pension Plan Investment Board ($2.55M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 43,268,605 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

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

Of the 165 institutional investors that sold Sun Life Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beutel Goodman & Co Ltd. ($3.75M), Mackenzie Financial Corp ($2.32M), Value Partners Investments Inc. ($2.08M), Intact Investment Management Inc. ($2.06M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($1.73M), Legal & General Group Plc ($1.63M), and CIBC Asset Management Inc ($1.59M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 30,550,284 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.


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This page (NYSE:SLF) was last updated on 10/9/2025 by MarketBeat.com Staff
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