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Sun Life Financial (SLF) Institutional Ownership

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$62.48 +0.34 (+0.55%)
Closing price 03:59 PM Eastern
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$62.47 -0.01 (-0.02%)
As of 04:42 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)
238
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$1.24B
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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
5/12/2025Invesco Ltd.1,277,817$73.17M0.0%+0.1%0.225%
5/12/2025Benjamin Edwards Inc.5,052$289K0.0%+3.4%0.001%
5/12/2025JPMorgan Chase & Co.2,548,672$145.94M0.0%+2.4%0.449%
5/12/2025Connor Clark & Lunn Investment Management Ltd.4,957,785$283.79M1.2%+7.1%0.874%
5/12/2025Forsta AP Fonden281,200$16.09M0.1%+0.4%0.050%
5/12/2025Citigroup Inc.154,099$8.82M0.0%-7.9%0.027%
5/12/2025Swiss National Bank1,638,800$93.86M0.1%-2.3%0.289%
5/12/2025Maryland State Retirement & Pension System53,916$3.09M0.1%+58.1%0.010%
5/9/2025 Ontario Teachers Pension Plan Board43,314$2.48M0.0%+12.2%0.008%
5/9/2025 Deutsche Bank AG1,018,191$58.30M0.0%+7.3%0.179%
5/9/2025 Charles Schwab Investment Management Inc.1,607,702$92M0.0%+0.7%0.283%
5/9/2025 ASR Vermogensbeheer N.V.22,416$1.28M0.0%N/A0.004%
5/9/2025 Vanguard Group Inc.24,595,092$1.41B0.0%+1.5%4.334%
5/9/2025 Scotia Capital Inc.3,080,459$176.04M0.9%+3.6%0.543%
5/9/2025 Bank of Nova Scotia Trust Co.303,723$17.39M1.9%-4.0%0.054%
5/9/2025 Bank of Nova Scotia5,780,001$330.85M0.8%+4.8%1.018%
5/9/2025 Pathway Financial Advisers LLC26,982$1.55M0.5%+1.6%0.005%
5/9/2025 Cumberland Partners Ltd30,916$1.77M0.1%+167.8%0.005%
5/9/2025 Jupiter Asset Management Ltd.890,680$50.97M0.5%N/A0.157%
5/8/2025 US Bancorp DE15,900$910K0.0%-1.4%0.003%
5/8/2025 Harbour Investments Inc.3,310$190K0.0%+12.1%0.001%
5/8/2025 Sound View Wealth Advisors Group LLC6,982$400K0.0%-21.5%0.001%
5/8/2025 Natixis Advisors LLC48,211$2.76M0.0%+0.6%0.008%
5/8/2025 Letko Brosseau & Associates Inc.2,769,959$158.51M3.4%+4.4%0.488%
5/8/2025 XTX Topco Ltd8,185$469K0.0%N/A0.001%
5/7/2025 Fiera Capital Corp855,352$49.00M0.2%+5.0%0.151%
5/7/2025 Mackenzie Financial Corp12,102,412$692.62M1.0%-6.5%2.132%
5/7/2025 LPL Financial LLC49,273$2.82M0.0%-47.5%0.009%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 444,409$25.43M0.1%+10.6%0.078%
5/7/2025 Investment Management Corp VA ADV619$35K0.0%+164.5%0.000%
5/7/2025 Motco77,208$4.42M0.5%-11.3%0.014%
5/7/2025 TD Asset Management Inc16,100,340$921.33M0.8%+2.4%2.837%
5/7/2025 Skandinaviska Enskilda Banken AB publ 80,025$4.58M0.0%+1.7%0.014%
5/6/2025 Cetera Investment Advisers62,856$3.60M0.0%+21.6%0.011%
5/6/2025 Avantax Advisory Services Inc.11,709$670K0.0%-2.9%0.002%
5/6/2025 Ninepoint Partners LP62,925$3.60M0.6%+4.2%0.011%
5/5/2025 HighPoint Advisor Group LLC4,330$256K0.0%+4.4%0.001%
5/5/2025 Allianz Asset Management GmbH740,391$42.37M0.1%+94.4%0.130%
5/5/2025 AustralianSuper Pty Ltd155,229$8.89M0.1%+13.0%0.027%
5/5/2025 Private Advisor Group LLC5,074$291K0.0%-41.3%0.001%
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5/2/2025 Montrusco Bolton Investments Inc.352,150$20.15M0.3%+3,230.7%0.062%
5/2/2025 Triasima Portfolio Management inc.70,030$4.01M0.8%+46.2%0.012%
5/2/2025 West Family Investments Inc.6,455$370K0.1%+14.5%0.001%
5/1/2025 Bleakley Financial Group LLC12,540$718K0.0%+41.5%0.002%
5/1/2025 MQS Management LLC6,891$395K0.2%N/A0.001%
5/1/2025 Ballentine Partners LLC4,599$263K0.0%N/A0.001%
4/30/2025 Cerity Partners LLC24,889$1.43M0.0%+4.3%0.004%
4/30/2025 Financial Gravity Asset Management Inc.963$55K0.0%N/A0.000%
4/30/2025 DekaBank Deutsche Girozentrale1,059,995$59.54M0.1%+1.0%0.187%
4/30/2025 Crossmark Global Holdings Inc.211,272$12.10M0.2%+6.2%0.037%
4/29/2025 Financial Counselors Inc.6,296$361K0.0%-22.7%0.001%
4/29/2025 Hexagon Capital Partners LLC665$38K0.0%+53.2%0.000%
4/29/2025 Bank of New York Mellon Corp591,310$33.86M0.0%+5.7%0.104%
4/29/2025 Checchi Capital Advisers LLC4,147$237K0.0%+11.5%0.001%
4/28/2025 Principal Financial Group Inc.26,533$1.52M0.0%+12.3%0.005%
4/28/2025 Meritage Portfolio Management75,349$4.31M0.3%-1.9%0.013%
4/28/2025 Cidel Asset Management Inc.26,700$1.53M0.1%+1.2%0.005%
4/25/2025 WASHINGTON TRUST Co4,365$250K0.0%-61.9%0.001%
4/25/2025 K.J. Harrison & Partners Inc4,590$263K0.1%+5.8%0.001%
4/24/2025 Gold Investment Management Ltd.40,706$2.33M1.0%+4.0%0.007%
4/24/2025 PDS Planning Inc6,279$360K0.0%+13.8%0.001%
4/23/2025 Value Partners Investments Inc.1,120,888$64.22M5.5%+1,002.9%0.198%
4/23/2025 Bessemer Group Inc.70,278$4.03M0.0%+236.9%0.012%
4/23/2025 JCIC Asset Management Inc.106,846$6.12M2.6%-1.4%0.019%
4/22/2025 Cambridge Investment Research Advisors Inc.12,885$738K0.0%-2.3%0.002%
4/22/2025 Intact Investment Management Inc.1,308,817$74.92M2.6%-31.5%0.231%
4/21/2025 Blue Trust Inc.3,437$197K0.0%+7.6%0.001%
4/21/2025 Advisory Resource Group19,846$1.14M0.2%+4.0%0.003%
4/17/2025 Louisbourg Investments Inc.1,067$61K0.0%-14.8%0.000%
4/17/2025 Grimes & Company Inc.4,030$231K0.0%+17.2%0.001%
4/17/2025 Lorne Steinberg Wealth Management Inc.115,925$6.64M1.9%+0.9%0.020%
4/17/2025 Janney Montgomery Scott LLC10,628$609K0.0%+39.4%0.002%
4/17/2025 Mn Services Vermogensbeheer B.V.211,345$12.09M0.1%-7.2%0.037%
4/17/2025 Brighton Jones LLC4,666$267K0.0%+13.6%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC10,220$585K0.0%+19.2%0.002%
4/16/2025 NorthCrest Asset Manangement LLC10,801$618K0.0%+1.7%0.002%
4/15/2025 Fifth Third Bancorp10,649$610K0.0%+2.4%0.002%
4/15/2025 CX Institutional1,899$109K0.0%N/A0.000%
4/15/2025 Assenagon Asset Management S.A.27,582$1.58M0.0%-57.6%0.005%
4/15/2025 Avanza Fonder AB32,616$1.87M0.1%-22.6%0.006%
4/14/2025 Cardinal Capital Management Inc.1,129,139$64.65M2.2%+0.5%0.198%
4/14/2025 City Holding Co.1,000$57K0.0%-50.0%0.000%
4/14/2025 Kraematon Investment Advisors Inc.43,094$2.47M2.5%-3.0%0.008%
4/11/2025 First Affirmative Financial Network5,184$297K0.2%-10.0%0.001%
4/10/2025 Unigestion Holding SA349,270$19.99M1.2%+44.2%0.061%
4/9/2025 Merit Financial Group LLC3,496$200K0.0%N/A0.001%
4/9/2025 QV Investors Inc.1,328,840$76.04M7.7%-1.7%0.233%
4/9/2025 Addenda Capital Inc.125,649$7.20M0.3%-0.5%0.022%
4/7/2025 GAMMA Investing LLC32,982$1.89M0.0%+5,676.2%0.006%
4/3/2025 Versant Capital Management Inc5,072$290K0.0%+5,413.0%0.001%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
4/2/2025 Rempart Asset Management Inc.5,135$294K0.1%-3.7%0.001%
3/24/2025Wellington Management Group LLP1,350,751$80.16M0.0%+2,071.4%0.216%
3/17/2025 Wealth Enhancement Advisory Services LLC8,575$509K0.0%+32.4%0.001%
2/25/2025Polar Asset Management Partners Inc.27,772$1.65M0.0%N/A0.005%
2/21/2025 Value Partners Investments Inc.101,634$6.03M3.4%-91.1%0.016%
2/20/2025 Mackenzie Financial Corp12,947,937$767.97M1.0%-2.5%2.062%
2/19/2025Public Employees Retirement System of Ohio60,588$3.60M0.0%-63.1%0.010%
2/18/2025Vise Technologies Inc.8,778$521K0.0%+106.0%0.001%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,898,866$112.60M0.7%+19.8%0.302%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,235,884$73.34M0.0%+9.8%0.197%
(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, 396 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. ($933.24M), TD Asset Management Inc ($921.33M), Mackenzie Financial Corp ($692.62M), The Manufacturers Life Insurance Company ($562.12M), and 1832 Asset Management L.P. ($500.49M).Learn more on SLF's institutional investors.

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

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

Which institutional investors have been buying Sun Life Financial stock?

Of the 336 institutional investors that purchased Sun Life Financial 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), MUFG Securities EMEA plc ($5.35M), TD Asset Management Inc ($4.97M), Intact Investment Management Inc. ($3.75M), Toronto Dominion Bank ($2.70M), and Wellington Management Group LLP ($2.69M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 113,171,784 shares in the last 24 months. This purchase volume represents approximately $6.02B in transactions.

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

Of the 201 institutional investors that sold Sun Life Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beutel Goodman & Co Ltd. ($3.50M), Bank of Nova Scotia ($3.42M), FIL Ltd ($3.35M), National Bank of Canada FI ($2.85M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($2.53M), Value Partners Investments Inc. ($2.43M), and Mackenzie Financial Corp ($2.12M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 38,361,646 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.



This page (NYSE:SLF) was last updated on 5/12/2025 by MarketBeat.com Staff
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