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Sun Life Financial (SLF) Institutional Ownership

Sun Life Financial logo
$78.50 -1.05 (-1.32%)
Closing price 09/9/2026 03:59 PM Eastern
Extended Trading
$78.50 +0.01 (+0.01%)
As of 09/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
260
Total
Institutional Inflows
(last 12 months)
$4.04B
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
9/9/2026 Sequoia Financial Advisors LLC18,221$1.43M0.0%-1.1%0.003%
9/9/2026 Tidal Investments LLC5,229$410K0.0%-38.9%0.001%
9/9/2026 MCF Advisors LLC586$46K0.0%-26.8%0.000%
9/9/2026 Cidel Asset Management Inc.26,485$2.08M0.1%+6.9%0.004%
9/9/2026 Capital Analysts LLC738$58K0.0%N/A0.000%
9/9/2026 Integrated Wealth Concepts LLC3,015$236K0.0%N/A0.000%
9/9/2026 NewEdge Advisors LLC2,685$211K0.0%+2,386.1%0.000%
9/9/2026 Squarepoint Ops LLC10,086$791K0.0%N/A0.002%
9/9/2026 Baird Financial Group Inc.7,074$555K0.0%+16.3%0.001%
9/8/2026 Waverly Advisors LLC8,119$637K0.0%+13.9%0.001%
9/8/2026 Nykredit A S113,016$8.87M0.0%N/A0.019%
8/27/2026 Corient Private Wealth LP17,735$1.39M0.0%+8.4%0.003%
8/26/2026 Amundi1,293,691$101.45M0.0%+10.0%0.232%
8/26/2026 HighTower Advisors LLC22,899$1.80M0.0%-3.4%0.004%
8/23/2026 Ameritas Advisory Services LLC4,268$335K0.0%N/A0.001%
8/23/2026 HB Wealth Management LLC4,390$344K0.0%+5.6%0.001%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich93,369$7.33M0.2%-64.1%0.017%
8/22/2026 Plan A Wealth LLC10,431$818K0.4%+8.4%0.002%
8/22/2026 Syon Capital LLC14,399$1.13M0.0%+10.2%0.003%
8/22/2026 TD Waterhouse Canada Inc.5,506,035$433.83M1.2%-0.4%0.988%
8/22/2026 Concurrent Investment Advisors LLC2,983$234K0.0%N/A0.001%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.4,921$386K0.2%+5.6%0.001%
8/21/2026 Nykredit A S129,816$10.19M0.0%N/A0.023%
8/20/2026 Mufg Securities Canada LTD.783,684$61.43M1.6%-4.6%0.141%
8/20/2026 QV Investors Inc.487,300$38.25M2.9%-5.7%0.087%
8/20/2026 Two Sigma Securities LLC4,031$316K0.0%N/A0.001%
8/20/2026 Benjamin Edwards Inc.5,075$398K0.0%-2.9%0.001%
8/20/2026 Flputnam Investment Management Co.2,691$211K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.24,118$1.89M0.0%-3.3%0.004%
8/19/2026 Royal London Asset Management Ltd.152,039$11.92M0.0%-2.1%0.027%
8/19/2026 Van ECK Associates Corp654,212$51.31M0.0%-11.6%0.117%
8/19/2026 Hsbc Holdings PLC4,106$322K0.0%N/A0.001%
8/19/2026 Wellington Management Group LLP2,810,328$220.57M0.0%N/A0.504%
8/18/2026 Beacon Pointe Advisors LLC7,450$584K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC20,149$1.58M0.0%N/A0.004%
8/18/2026 United Capital Financial Advisors LLC2,908$228K0.0%N/A0.001%
8/18/2026 Equitable Holdings Inc.3,628$284K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio50,742$3.98M0.0%N/A0.009%
8/17/2026 Capstone Investment Advisors LLC20,729$1.63M0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP17,987$1.41M0.0%N/A0.003%
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8/17/2026 Bank of America Corp DE889,886$69.79M0.0%N/A0.160%
8/15/2026 Caisse de depot et placement du Quebec1,486,005$116.63M0.2%N/A0.267%
8/15/2026 Man Group plc88,782$6.96M0.0%N/A0.016%
8/15/2026 First Bancorp Inc ME444$35K0.0%N/A0.000%
8/15/2026 Polar Asset Management Partners Inc.1,001,122$78.48M1.3%N/A0.180%
8/15/2026 Jupiter Topco LLC73,657$5.77M0.0%N/A0.013%
8/14/2026 Hsbc Holdings PLC4,106$322K0.0%N/A0.001%
8/14/2026 PDT Partners LLC9,648$757K0.0%N/A0.002%
8/14/2026 Canada Pension Plan Investment Board3,735,388$292.98M0.2%N/A0.670%
8/14/2026 Legal & General Group Plc3,571,561$280.31M0.1%N/A0.641%
8/14/2026 The Manufacturers Life Insurance Company3,739,937$293.05M0.2%N/A0.671%
8/14/2026 McDonough Capital Management Inc3,201$251K0.1%N/A0.001%
8/13/2026 OMERS ADMINISTRATION Corp253,687$19.91M0.1%N/A0.046%
8/13/2026 Osmosis Investment Management UK Ltd20,857$1.64M0.1%N/A0.004%
8/13/2026 Sanctuary Advisors LLC3,657$287K0.0%N/A0.001%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.1,315,807$103.20M0.2%N/A0.236%
8/13/2026 Bank of Nova Scotia6,930,024$544.05M0.8%N/A1.243%
8/12/2026 Commerce Bank2,946$231K0.0%N/A0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.24,118$1.89M0.0%N/A0.004%
8/12/2026 Quantbot Technologies LP60,490$4.74M0.2%N/A0.011%
8/12/2026 Evolve Private Wealth LLC17,270$1.36M0.1%N/A0.003%
8/12/2026 Korea Investment CORP452,708$35.53M0.1%N/A0.081%
8/12/2026 EP Wealth Advisors LLC6,919$543K0.0%N/A0.001%
8/12/2026 Ieq Capital LLC24,466$1.92M0.0%N/A0.004%
8/11/2026 Allworth Financial LP1,088$85K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.17,248$1.35M0.0%N/A0.003%
8/11/2026 Asahi Life Asset Management CO. LTD.4,187$329K0.2%N/A0.001%
8/10/2026 West Family Investments Inc.6,542$513K0.1%N/A0.001%
8/10/2026 Tacita Capital Inc7,494$587K0.3%N/A0.001%
8/10/2026 NewEdge Wealth LLC4,144$325K0.0%N/A0.001%
8/10/2026 Danske Bank A S1,006$79K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC9,521$790K0.0%N/A0.002%
8/7/2026 K.J. Harrison & Partners Inc6,199$486K0.1%N/A0.001%
8/7/2026 MidFirst Bank30,593$2.40M0.2%N/A0.005%
8/7/2026 BlackRock Inc.1,040,385$81.59M0.0%N/A0.187%
8/7/2026 Deutsche Bank AG1,073,257$84.17M0.0%N/A0.193%
8/7/2026 OneDigital Investment Advisors LLC3,288$258K0.0%N/A0.001%
8/7/2026 Plato Investment Management Ltd37,016$2.89M0.2%N/A0.007%
8/7/2026 HBK Sorce Advisory LLC18,460$1.51M0.0%N/A0.003%
8/6/2026 Flputnam Investment Management Co.2,691$211K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC2,411$189K0.0%N/A0.000%
8/6/2026 Alberta Investment Management Corp1,274,072$99.93M0.6%N/A0.229%
8/6/2026 Bank of New York Mellon Corp665,994$52.23M0.0%N/A0.119%
8/6/2026 Focus Partners Advisor Solutions LLC2,988$234K0.0%N/A0.001%
8/6/2026 State of Wyoming3,040$239K0.0%N/A0.001%
8/5/2026 Bridgewater Advisors Inc.3,323$274K0.0%N/A0.001%
7/10/2026 Cardinal Capital Management Inc.1,168,774$91.58M2.2%-47.6%0.209%
7/9/2026 Franklin Street Advisors Inc. NC3,170$249K0.0%-6.8%0.001%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab160,789$12.62M0.1%+22.5%0.029%
7/8/2026 Assenagon Asset Management S.A.25,609$2.01M0.0%+3.4%0.005%
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7/6/2026 Vigilare Wealth Management2,570$202K0.1%N/A0.000%
7/2/2026 Versant Capital Management Inc4,807$377K0.0%+15.8%0.001%
6/9/2026 Rathbones Group PLC12,950$809K0.0%+1.8%0.002%
6/3/2026 Parallel Advisors LLC4,273$267K0.0%+15.1%0.001%
5/28/2026 Cozad Asset Management Inc.4,072$255K0.0%-8.9%0.001%
5/19/2026 Bank of America Corp DE1,130,209$70.71M0.0%-29.5%0.186%
5/19/2026Janus Henderson Group PLC83,904$5.24M0.0%+33.4%0.014%
5/19/2026 Oddo BHF Asset Management Sas87,316$5.46M0.2%+4.3%0.014%
5/18/2026 Guardian Partners Inc.145,822$9.16M0.8%-1.6%0.024%
5/18/2026 Amundi1,176,481$73.60M0.0%-4.5%0.194%


SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 465 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.62B), TD Asset Management Inc ($959.15M), TD Asset Management Inc. ($933.24M), 1832 Asset Management L.P. ($673.52M), Bank of Nova Scotia ($544.05M), TD Waterhouse Canada Inc. ($433.83M), and Toronto Dominion Bank ($398.36M).Learn more on Sun Life Financial's institutional investors.

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

Of the 408 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: Norges Bank ($18.27M), Bank of Nova Scotia ($9.73M), Wellington Management Group LLP ($6.63M), Canada Pension Plan Investment Board ($6.29M), The Manufacturers Life Insurance Company ($4.59M), Legal & General Group Plc ($3.98M), and Intact Investment Management Inc. ($3.05M).

Institutional investors have bought a total of 56,820,779 shares in the last 24 months. This purchase volume represents approximately $4.04B in transactions.

Of the 151 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: Mackenzie Financial Corp ($4.75M), CIBC Asset Management Inc ($4.18M), Bank of Nova Scotia ($1.44M), Healthcare of Ontario Pension Plan Trust Fund ($1.34M), Cardinal Capital Management Inc. ($1.13M), Connor Clark & Lunn Investment Management Ltd. ($1.10M), and The Manufacturers Life Insurance Company ($1.02M).

Institutional investors have sold a total of 24,322,804 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


Related Companies

Institutional ownership data for NYSE:SLF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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