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Sun Life Financial (SLF) Institutional Ownership

Sun Life Financial logo
$72.90 +0.02 (+0.03%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$72.94 +0.04 (+0.05%)
As of 11/13/2026 07:31 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)
246
Total
Institutional Inflows
(last 12 months)
$3.94B
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
11/13/2026Healthcare of Ontario Pension Plan Trust Fund400,000$31.18M0.0%+100.0%0.072%
11/13/2026Steward Partners Investment Advisory LLC8,421$657K0.0%+6.1%0.002%
11/13/2026Insigneo Advisory Services LLC3,703$289K0.0%N/A0.001%
11/13/2026Bleakley Financial Group LLC29,534$2.30M0.0%+15.8%0.005%
11/13/2026 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,486,376$115.86M0.7%+108.6%0.268%
11/12/2026 First Trust Advisors LP516,429$40.26M0.0%+16.1%0.093%
11/12/2026 State Street Corp20,233$1.58M0.0%-50.2%0.004%
11/12/2026 Rathbones Group PLC13,550$1.06M0.0%+4.0%0.002%
11/11/2026 Private Advisor Group LLC10,293$803K0.0%+39.5%0.002%
11/11/2026 Ieq Capital LLC25,226$1.97M0.0%+3.1%0.005%
11/11/2026 Independent Advisor Alliance13,305$1.04M0.0%+1.1%0.002%
11/10/2026 Composition Wealth LLC2,888$225K0.0%N/A0.001%
11/10/2026 Public Sector Pension Investment Board1,197,099$93.25M0.2%+31.0%0.216%
11/10/2026 Global Retirement Partners LLC1,102$86K0.0%-54.3%0.000%
11/10/2026 HighTower Advisors LLC20,378$1.59M0.0%-11.0%0.004%
11/9/2026 Intech Investment Management LLC63,678$4.98M0.0%-25.0%0.011%
11/9/2026 Alberta Investment Management Corp974,072$75.92M0.4%-23.5%0.175%
11/9/2026 Bessemer Group Inc.51,151$4.00M0.0%+2.5%0.009%
11/9/2026 Harbour Investments Inc.3,296$257K0.0%-39.9%0.001%
11/6/2026 BCV Asset Management Inc.834,448$65.47M2.0%-3.7%0.150%
11/6/2026 Fisher Asset Management LLC3,146$245K0.0%N/A0.001%
11/6/2026 Letko Brosseau & Associates Inc.3,092,877$241.64M3.1%-1.6%0.557%
11/6/2026 Russell Investments Group Ltd.582,321$45.63M0.0%-1.9%0.105%
11/6/2026 Fifth Third Bancorp9,210$718K0.0%+1.9%0.002%
11/5/2026 Maryland State Retirement & Pension System121,611$9.48M0.1%-4.0%0.022%
11/5/2026 Keybank National Association OH7,944$619K0.0%+10.7%0.001%
11/4/2026 Beutel Goodman & Co Ltd.1,610,200$125.80M1.0%-7.6%0.290%
11/4/2026 Fulcrum Asset Management LLP1,524$119K0.0%N/A0.000%
11/4/2026 St. Louis Trust Co3,385$264K0.0%N/A0.001%
11/4/2026 Candriam S.C.A.9,391$736K0.0%-5.9%0.002%
11/3/2026 Ethic Inc.30,851$2.41M0.0%+11.0%0.006%
11/3/2026 StoneX Group Inc.4,313$337K0.0%N/A0.001%
11/3/2026 Pictet Asset Management Holding SA283,811$22.17M0.0%-33.5%0.051%
11/2/2026 Kestra Advisory Services LLC21,362$1.67M0.0%+1.4%0.004%
11/2/2026 Commonwealth Equity Services LLC56,302$4.39M0.0%+1.4%0.010%
10/31/2026 Pathway Financial Advisers LLC22,627$1.76M0.4%-12.0%0.004%
10/31/2026 Basso Capital Management L.P.3,163$247K0.1%N/A0.001%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich1,157$90K0.0%+185.0%0.000%
10/29/2026 Vise Technologies Inc.19,779$1.54M0.0%+14.7%0.004%
10/29/2026 Cidel Asset Management Inc.25,753$2.01M0.1%-2.8%0.005%
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10/29/2026 State of Wyoming2,880$225K0.0%-5.3%0.001%
10/28/2026 VestGen Advisors LLC3,334$260K0.0%+6.2%0.000%
10/27/2026 William Mack & Associates Inc.1,159$90K0.0%N/A0.000%
10/27/2026 Generali Asset Management SPA SGR53,937$4.21M0.1%+4.9%0.010%
10/23/2026 Signaturefd LLC30,272$2.36M0.0%+1.8%0.005%
10/23/2026 Lorne Steinberg Wealth Management Inc.169,514$13.21M2.7%+1.5%0.031%
10/22/2026 Carter Financial Group INC.3,519$274K0.1%N/A0.001%
10/22/2026 Cardinal Point Capital Management ULC32,936$2.58M0.1%-3.9%0.006%
10/21/2026 Axxcess Wealth Management LLC3,385$264K0.0%+4.6%0.001%
10/21/2026 Crossmark Global Holdings Inc.171,699$13.39M0.2%-7.9%0.031%
10/21/2026 Canoe Financial LP4,229$328K0.0%-7.6%0.001%
10/21/2026 Guardian Partners Inc.129,094$10.09M0.9%+0.7%0.023%
10/21/2026 Diversify Advisory Services LLC9,909$778K0.0%+4.1%0.002%
10/20/2026 QV Investors Inc.484,718$37.87M2.8%-0.5%0.087%
10/20/2026 Louisbourg Investments Inc.3,986$312K0.1%-9.1%0.001%
10/20/2026 Investment Research Partners LLC10,561$823K0.3%+1.6%0.002%
10/19/2026 Value Partners Investments Inc.916,798$71.67M4.9%-0.5%0.165%
10/19/2026 Gold Investment Management Ltd.46,802$3.65M1.0%+2.2%0.008%
10/16/2026 TD Waterhouse Canada Inc.5,167,172$398.26M1.1%-6.2%0.929%
10/16/2026 Cardinal Capital Management Inc.1,176,271$91.92M2.1%+0.6%0.212%
10/15/2026 V Square Quantitative Management LLC25,783$2.01M0.2%-2.4%0.005%
10/15/2026 Mather Group LLC.1,449$113K0.0%+10.8%0.000%
10/14/2026 Fortress Financial Solutions LLC6,694$522K0.4%N/A0.001%
10/13/2026 Montrusco Bolton Investments Inc.191,573$14.97M0.2%-4.6%0.034%
10/13/2026 NorthCrest Asset Manangement LLC11,602$889K0.0%+7.4%0.002%
10/8/2026 Plan A Wealth LLC10,602$827K0.3%+1.6%0.002%
10/5/2026 MassMutual Private Wealth & Trust FSB1,040$81K0.0%-48.4%0.000%
10/2/2026 Versant Capital Management Inc5,087$397K0.0%+5.8%0.001%
9/17/2026 Wellington 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%
9/9/2026 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%
9/9/2026Capital 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%
9/9/2026 Squarepoint 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%
9/8/2026 Nykredit A S113,016$8.87M0.0%N/A0.019%
8/27/2026Corient Private Wealth LP17,735$1.39M0.0%+8.4%0.003%
8/26/2026 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%
8/22/2026Syon 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%
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8/21/2026Ewing 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%
8/20/2026Mufg 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%
8/20/2026Two Sigma Securities LLC4,031$316K0.0%N/A0.001%
8/20/2026 Benjamin Edwards Inc.5,075$398K0.0%-2.9%0.001%
8/20/2026Flputnam 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%
8/19/2026 Royal 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%


SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 463 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), Toronto Dominion Bank ($398.36M), and TD Waterhouse Canada Inc. ($398.26M).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), Legal & General Group Plc ($3.98M), The Manufacturers Life Insurance Company ($3.94M), and Intact Investment Management Inc. ($3.05M).

Institutional investors have bought a total of 54,695,607 shares in the last 24 months. This purchase volume represents approximately $3.94B in transactions.

Of the 126 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 ($2.87M), CIBC Asset Management Inc ($2.09M), Bank of Nova Scotia ($1.44M), Healthcare of Ontario Pension Plan Trust Fund ($1.34M), Cardinal Capital Management Inc. ($1.13M), The Manufacturers Life Insurance Company ($1.02M), and Goldman Sachs Group Inc. ($773.65K).

Institutional investors have sold a total of 16,225,597 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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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 11/13/2026. New 13F filings are added each quarter as they're published.
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