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Sun Life Financial (SLF) Institutional Ownership

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$61.84 +1.12 (+1.84%)
Closing price 08/6/2025 03:59 PM Eastern
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$68.08 +6.24 (+10.09%)
As of 04:07 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)
261
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$1.34B
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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
8/6/2025AGF Management Ltd.1,222,648$81.25M0.4%-33.7%0.217%
8/6/2025Fox Run Management L.L.C.4,794$319K0.1%N/A0.001%
8/6/2025Metis Global Partners LLC38,183$2.54M0.1%+6.6%0.007%
8/6/2025Harvest Portfolios Group Inc.53,754$3.58M0.1%+1.0%0.010%
8/6/2025Savant Capital LLC10,512$699K0.0%+43.5%0.002%
8/6/2025Sienna Gestion186,385$11.30M0.8%+11.0%0.033%
8/6/2025Asahi Life Asset Management CO. LTD.3,450$229K0.1%N/A0.001%
8/5/2025 Bank of New York Mellon Corp606,981$40.33M0.0%+2.7%0.108%
8/5/2025 K.J. Harrison & Partners Inc5,699$378K0.1%+24.2%0.001%
8/5/2025 Westside Investment Management Inc.578$38K0.0%+62.8%0.000%
8/4/2025 Mesirow Financial Investment Management Inc.3,410$227K0.0%N/A0.001%
8/4/2025 Assetmark Inc.1,873$124K0.0%+347.0%0.000%
8/4/2025 Arkadios Wealth Advisors3,361$223K0.0%N/A0.001%
8/1/2025 Motco74,841$4.57M0.4%-3.1%0.013%
8/1/2025 AustralianSuper Pty Ltd154,005$10.25M0.1%-0.8%0.027%
8/1/2025 Bessemer Group Inc.83,450$5.54M0.0%+18.7%0.015%
8/1/2025 Envestnet Asset Management Inc.24,472$1.63M0.0%+12.0%0.004%
7/31/2025 QV Investors Inc.1,194,699$79.33M7.8%-10.1%0.212%
7/31/2025 Brighton Jones LLC4,131$274K0.0%-11.5%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC3,608$240K0.0%N/A0.001%
7/31/2025 Cardinal Point Capital Management ULC34,469$2.29M0.2%-2.0%0.006%
7/30/2025 Bleakley Financial Group LLC15,247$1.01M0.0%+21.6%0.003%
7/30/2025 DekaBank Deutsche Girozentrale1,049,330$68.98M0.1%-1.0%0.186%
7/30/2025 Lorne Steinberg Wealth Management Inc.116,274$7.74M2.0%+0.3%0.021%
7/29/2025 Uhlmann Price Securities LLC10,461$695K0.5%N/A0.002%
7/29/2025 Cidel Asset Management Inc.27,066$1.80M0.1%+1.4%0.005%
7/29/2025 Private Trust Co. NA429$29K0.0%+130.6%0.000%
7/28/2025 Allianz Asset Management GmbH539,307$35.81M0.0%-27.2%0.096%
7/28/2025 Generali Asset Management SPA SGR41,013$2.73M0.1%-19.2%0.007%
7/28/2025 Harbour Investments Inc.3,103$206K0.0%-6.3%0.001%
7/28/2025 TD Asset Management Inc15,796,516$1.05B0.9%-1.9%2.805%
7/28/2025 Axxcess Wealth Management LLC3,216$214K0.0%N/A0.001%
7/25/2025 Sequoia Financial Advisors LLC19,318$1.28M0.0%+71.7%0.003%
7/25/2025 Yousif Capital Management LLC8,389$557K0.0%+7.7%0.001%
7/25/2025 Montrusco Bolton Investments Inc.368,367$24.46M0.3%+4.6%0.065%
7/25/2025 MGO One Seven LLC3,119$207K0.0%N/A0.001%
7/25/2025 Meritage Portfolio Management73,603$4.89M0.3%-2.3%0.013%
7/25/2025 CWM LLC6,420$427K0.0%+27.8%0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC30,441$2.02M0.0%+20.7%0.005%
7/24/2025 Lester Murray Antman dba SimplyRich7,966$529K0.1%+3.3%0.001%
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7/24/2025 Louisbourg Investments Inc.650$43K0.0%-39.1%0.000%
7/24/2025 PDS Planning Inc6,513$433K0.0%+3.7%0.001%
7/24/2025 Blue Trust Inc.4,341$288K0.0%+26.3%0.001%
7/24/2025 US Bancorp DE14,835$986K0.0%-6.7%0.003%
7/23/2025 Vontobel Holding Ltd.5,749$383K0.0%-87.5%0.001%
7/23/2025 Triasima Portfolio Management inc.54,630$3.63M0.7%-22.0%0.010%
7/23/2025 Shell Asset Management Co.36,672$2.44M0.1%+114.8%0.007%
7/22/2025 Chung Wu Investment Group LLC1,553$103K0.1%N/A0.000%
7/22/2025 Capital City Trust Co. FL4,379$291K0.1%-4.7%0.001%
7/22/2025 Kraematon Investment Advisors Inc.42,777$2.84M2.7%-0.7%0.008%
7/22/2025 Checchi Capital Advisers LLC3,403$226K0.0%-17.9%0.001%
7/21/2025 Ameritas Advisory Services LLC1,460$97K0.0%N/A0.000%
7/21/2025 Cromwell Holdings LLC1,719$114K0.1%+38.2%0.000%
7/21/2025 Hilltop National Bank20,239$1.35M0.4%N/A0.004%
7/18/2025 Gold Investment Management Ltd.40,951$2.72M1.0%+0.6%0.007%
7/18/2025 Bartlett & CO. Wealth Management LLC1,200$80K0.0%N/A0.000%
7/18/2025 Truist Financial Corp19,196$1.28M0.0%+1.7%0.003%
7/17/2025 HB Wealth Management LLC3,569$237K0.0%N/A0.001%
7/17/2025 Clean Yield Group925$61K0.0%+36.8%0.000%
7/17/2025 Addenda Capital Inc.124,805$8.29M0.4%-0.7%0.022%
7/16/2025 Signaturefd LLC27,701$1.84M0.0%+3.1%0.005%
7/16/2025 Old Port Advisors12,367$822K0.2%N/A0.002%
7/16/2025 ST Germain D J Co. Inc.5,747$382K0.0%+784.2%0.001%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH37,446$2.49M0.1%-1.8%0.007%
7/15/2025 Public Employees Retirement System of Ohio44,494$2.96M0.0%-23.2%0.008%
7/15/2025 Cigna Investments Inc. New10,335$686K0.1%-2.5%0.002%
7/11/2025 Cardinal Capital Management Inc.1,138,144$75.71M2.4%+0.8%0.202%
7/11/2025 Farther Finance Advisors LLC1,116$74K0.0%+295.7%0.000%
7/11/2025 Assenagon Asset Management S.A.26,488$1.76M0.0%-4.0%0.005%
7/10/2025 Ryan Investment Management Inc.1,358$90K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC10,444$683K0.0%+2.2%0.002%
7/10/2025 Mn Services Vermogensbeheer B.V.213,545$14.18M0.1%+1.0%0.038%
7/10/2025 Baader Bank Aktiengesellschaft5,790$386K0.0%N/A0.001%
7/9/2025 Sivia Capital Partners LLC3,063$204K0.1%N/A0.001%
7/8/2025 Lowe Wealth Advisors LLC1,279$85K0.0%-17.1%0.000%
7/7/2025 Value Partners Investments Inc.1,117,570$74.22M5.8%-0.3%0.198%
6/6/2025Nicola Wealth Management LTD.174,200$9.97M1.0%N/A0.031%
5/21/2025Acadian Asset Management LLC101,000$5.78M0.0%+45.3%0.018%
5/20/2025Focus Partners Wealth3,887$223K0.0%-23.7%0.001%
5/20/2025 Plato Investment Management Ltd1,148$66K0.0%-34.2%0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC982,092$56.24M0.0%-20.5%0.174%
5/16/2025Guardian Partners Inc.161,604$9.02M0.9%-0.8%0.028%
5/16/2025Goldman Sachs Group Inc.2,776,920$159.01M0.0%+282.5%0.493%
5/16/2025USS Investment Management Ltd74,027$4.24M0.0%-46.4%0.013%
5/16/2025AQR Capital Management LLC8,022$454K0.0%+113.8%0.001%
5/16/2025Amundi1,677,345$97.71M0.0%-0.3%0.296%
5/15/2025Federation des caisses Desjardins du Quebec6,748,255$385.74M1.9%+5.2%1.189%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.4,061$233K0.1%N/A0.001%
5/15/2025Baird Financial Group Inc.6,335$363K0.0%+7.2%0.001%
5/15/2025Vident Advisory LLC35,487$2.03M0.0%-3.0%0.006%
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5/15/2025Evergreen Capital Management LLC7,418$425K0.0%+5.1%0.001%
5/15/2025The Manufacturers Life Insurance Company 8,580,800$493.78M0.5%-9.2%1.512%
5/15/2025Canada Pension Plan Investment Board4,221,447$241.64M0.2%+47.2%0.744%
5/15/2025State of Wyoming986$56K0.0%-89.3%0.000%
5/15/2025HAP Trading LLC23,000$1.32M0.1%N/A0.004%
5/15/2025Lansforsakringar Fondforvaltning AB publ 129,211$7.39M0.0%+0.6%0.023%
5/14/2025Harvest Portfolios Group Inc.53,200$3.05M0.1%+5.7%0.009%
5/14/2025APG Asset Management N.V.314,500$16.66M0.1%+0.1%0.055%
5/14/2025Northwestern Mutual Wealth Management Co.25,869$1.48M0.0%+4.6%0.005%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,268,367$72.60M0.4%-33.2%0.223%
(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, 403 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. ($1.41B), TD Asset Management Inc ($1.05B), TD Asset Management Inc. ($933.24M), Mackenzie Financial Corp ($692.62M), 1832 Asset Management L.P. ($591.97M), and The Manufacturers Life Insurance Company ($493.78M).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 345 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 ($12.92M), TD Asset Management Inc ($4.97M), 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 35,073,901 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.

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

Of the 154 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. ($3.46M), Value Partners Investments Inc. ($2.40M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($1.73M), Bank of Nova Scotia ($1.53M), FIL Ltd ($1.52M), Legal & General Group Plc ($1.27M), and Mackenzie Financial Corp ($1.18M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 22,722,263 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.



This page (NYSE:SLF) was last updated on 8/7/2025 by MarketBeat.com Staff
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