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Sun Life Financial (SLF) Institutional Ownership

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$78.32 -0.74 (-0.94%)
As of 12:25 PM 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)
260
Total
Institutional Inflows
(last 12 months)
$4.04B
Number of
Institutional Sellers
(last 12 months)
152
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
9/17/2026Wellington Altus USA Inc.2,715$213K0.1%-5.4%0.000%
9/9/2026Sequoia Financial Advisors LLC18,221$1.43M0.0%-1.1%0.003%
9/9/2026Tidal Investments LLC5,229$410K0.0%-38.9%0.001%
9/9/2026MCF Advisors LLC586$46K0.0%-26.8%0.000%
9/9/2026Cidel Asset Management Inc.26,485$2.08M0.1%+6.9%0.004%
9/9/2026Capital Analysts LLC738$58K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC3,015$236K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC2,685$211K0.0%+2,386.1%0.000%
9/9/2026Squarepoint Ops LLC10,086$791K0.0%N/A0.002%
9/9/2026Baird Financial Group Inc.7,074$555K0.0%+16.3%0.001%
9/8/2026Waverly Advisors LLC8,119$637K0.0%+13.9%0.001%
9/8/2026Nykredit A S113,016$8.87M0.0%N/A0.019%
8/27/2026Corient Private Wealth LP17,735$1.39M0.0%+8.4%0.003%
8/26/2026Amundi1,293,691$101.45M0.0%+10.0%0.232%
8/26/2026HighTower Advisors LLC22,899$1.80M0.0%-3.4%0.004%
8/23/2026Ameritas Advisory Services LLC4,268$335K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC4,390$344K0.0%+5.6%0.001%
8/22/2026Munich Reinsurance Co Stock Corp in Munich93,369$7.33M0.2%-64.1%0.017%
8/22/2026Plan A Wealth LLC10,431$818K0.4%+8.4%0.002%
8/22/2026Syon Capital LLC14,399$1.13M0.0%+10.2%0.003%
8/22/2026TD Waterhouse Canada Inc.5,506,035$433.83M1.2%-0.4%0.988%
8/22/2026Concurrent Investment Advisors LLC2,983$234K0.0%N/A0.001%
8/21/2026Ewing Morris & Co. Investment Partners Ltd.4,921$386K0.2%+5.6%0.001%
8/21/2026Nykredit A S129,816$10.19M0.0%N/A0.023%
8/20/2026Mufg Securities Canada LTD.783,684$61.43M1.6%-4.6%0.141%
8/20/2026QV Investors Inc.487,300$38.25M2.9%-5.7%0.087%
8/20/2026Two Sigma Securities LLC4,031$316K0.0%N/A0.001%
8/20/2026Benjamin Edwards Inc.5,075$398K0.0%-2.9%0.001%
8/20/2026Flputnam Investment Management Co.2,691$211K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.24,118$1.89M0.0%-3.3%0.004%
8/19/2026Royal London Asset Management Ltd.152,039$11.92M0.0%-2.1%0.027%
8/19/2026Van ECK Associates Corp654,212$51.31M0.0%-11.6%0.117%
8/19/2026Hsbc Holdings PLC4,106$322K0.0%N/A0.001%
8/19/2026Wellington Management Group LLP2,810,328$220.57M0.0%N/A0.504%
8/18/2026Beacon Pointe Advisors LLC7,450$584K0.0%N/A0.001%
8/18/2026Empowered Funds LLC20,149$1.58M0.0%N/A0.004%
8/18/2026United Capital Financial Advisors LLC2,908$228K0.0%N/A0.001%
8/18/2026Equitable Holdings Inc.3,628$284K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio50,742$3.98M0.0%N/A0.009%
8/17/2026Capstone Investment Advisors LLC20,729$1.63M0.0%N/A0.004%
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8/17/2026Corient Private Wealth LP17,987$1.41M0.0%N/A0.003%
8/17/2026Bank of America Corp DE889,886$69.79M0.0%N/A0.160%
8/15/2026Caisse de depot et placement du Quebec1,486,005$116.63M0.2%N/A0.267%
8/15/2026Man Group plc88,782$6.96M0.0%N/A0.016%
8/15/2026First Bancorp Inc ME444$35K0.0%N/A0.000%
8/15/2026Polar Asset Management Partners Inc.1,001,122$78.48M1.3%N/A0.180%
8/15/2026Jupiter Topco LLC73,657$5.77M0.0%N/A0.013%
8/14/2026Hsbc Holdings PLC4,106$322K0.0%N/A0.001%
8/14/2026PDT Partners LLC9,648$757K0.0%N/A0.002%
8/14/2026Canada Pension Plan Investment Board3,735,388$292.98M0.2%N/A0.670%
8/14/2026Legal & General Group Plc3,571,561$280.31M0.1%N/A0.641%
8/14/2026The Manufacturers Life Insurance Company3,739,937$293.05M0.2%N/A0.671%
8/14/2026McDonough Capital Management Inc3,201$251K0.1%N/A0.001%
8/13/2026OMERS ADMINISTRATION Corp253,687$19.91M0.1%N/A0.046%
8/13/2026Osmosis Investment Management UK Ltd20,857$1.64M0.1%N/A0.004%
8/13/2026Sanctuary Advisors LLC3,657$287K0.0%N/A0.001%
8/13/2026Connor Clark & Lunn Investment Management Ltd.1,315,807$103.20M0.2%N/A0.236%
8/13/2026Bank of Nova Scotia6,930,024$544.05M0.8%N/A1.243%
8/12/2026Commerce Bank2,946$231K0.0%N/A0.001%
8/12/2026Northwestern Mutual Wealth Management Co.24,118$1.89M0.0%N/A0.004%
8/12/2026Quantbot Technologies LP60,490$4.74M0.2%N/A0.011%
8/12/2026Evolve Private Wealth LLC17,270$1.36M0.1%N/A0.003%
8/12/2026Korea Investment CORP452,708$35.53M0.1%N/A0.081%
8/12/2026EP Wealth Advisors LLC6,919$543K0.0%N/A0.001%
8/12/2026Ieq Capital LLC24,466$1.92M0.0%N/A0.004%
8/11/2026Allworth Financial LP1,088$85K0.0%N/A0.000%
8/11/2026Vise Technologies Inc.17,248$1.35M0.0%N/A0.003%
8/11/2026Asahi Life Asset Management CO. LTD.4,187$329K0.2%N/A0.001%
8/10/2026West Family Investments Inc.6,542$513K0.1%N/A0.001%
8/10/2026Tacita Capital Inc7,494$587K0.3%N/A0.001%
8/10/2026NewEdge Wealth LLC4,144$325K0.0%N/A0.001%
8/10/2026Danske Bank A S1,006$79K0.0%N/A0.000%
8/10/2026Diversify Advisory Services LLC9,521$790K0.0%N/A0.002%
8/7/2026K.J. Harrison & Partners Inc6,199$486K0.1%N/A0.001%
8/7/2026MidFirst Bank30,593$2.40M0.2%N/A0.005%
8/7/2026BlackRock Inc.1,040,385$81.59M0.0%N/A0.187%
8/7/2026Deutsche Bank AG1,073,257$84.17M0.0%N/A0.193%
8/7/2026OneDigital Investment Advisors LLC3,288$258K0.0%N/A0.001%
8/7/2026Plato Investment Management Ltd37,016$2.89M0.2%N/A0.007%
8/7/2026HBK Sorce Advisory LLC18,460$1.51M0.0%N/A0.003%
8/6/2026Flputnam Investment Management Co.2,691$211K0.0%N/A0.000%
8/6/2026Global Retirement Partners LLC2,411$189K0.0%N/A0.000%
8/6/2026Alberta Investment Management Corp1,274,072$99.93M0.6%N/A0.229%
8/6/2026Bank of New York Mellon Corp665,994$52.23M0.0%N/A0.119%
8/6/2026Focus Partners Advisor Solutions LLC2,988$234K0.0%N/A0.001%
8/6/2026State of Wyoming3,040$239K0.0%N/A0.001%
8/5/2026Bridgewater Advisors Inc.3,323$274K0.0%N/A0.001%
7/10/2026Cardinal Capital Management Inc.1,168,774$91.58M2.2%-47.6%0.209%
7/9/2026Franklin Street Advisors Inc. NC3,170$249K0.0%-6.8%0.001%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab160,789$12.62M0.1%+22.5%0.029%
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7/8/2026Assenagon Asset Management S.A.25,609$2.01M0.0%+3.4%0.005%
7/6/2026Vigilare Wealth Management2,570$202K0.1%N/A0.000%
7/2/2026Versant Capital Management Inc4,807$377K0.0%+15.8%0.001%
6/9/2026Rathbones Group PLC12,950$809K0.0%+1.8%0.002%
6/3/2026Parallel Advisors LLC4,273$267K0.0%+15.1%0.001%
5/28/2026Cozad Asset Management Inc.4,072$255K0.0%-8.9%0.001%
5/19/2026Bank 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%
5/19/2026Oddo BHF Asset Management Sas87,316$5.46M0.2%+4.3%0.014%
5/18/2026Guardian Partners Inc.145,822$9.16M0.8%-1.6%0.024%


SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 466 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 56,820,441 shares in the last 24 months. This purchase volume represents approximately $4.04B in transactions.

Of the 152 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 24,322,960 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 9/17/2026. New 13F filings are added each quarter as they're published.
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