Free Trial

Sun Life Financial (SLF) Institutional Ownership

$49.90
+0.35 (+0.71%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Sun Life Financial (NYSE:SLF)

Current
Institutional Ownership
Percentage
52.26%
Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$4.07B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$875.54M
Get SLF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sun Life Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/26/2024K.J. Harrison & Partners Inc28,175$1.38M0.2%-34.6%0.005%
7/26/2024AustralianSuper Pty Ltd171,983$8.43M0.0%+20.9%0.030%
7/26/2024Gold Investment Management Ltd.41,670$2.04M0.9%-2.1%0.007%
7/26/2024 Verdence Capital Advisors LLC12,160$596K0.1%+1.8%0.002%
7/26/2024 Bank of New York Mellon Corp597,467$29.27M0.0%-3.6%0.103%
7/25/2024 Mn Services Vermogensbeheer B.V.229,645$11.26M0.1%-2.8%0.040%
7/24/2024 Advisory Resource Group19,287$945K0.2%+12.3%0.003%
7/22/2024 Fifth Third Bancorp10,723$525K0.0%-3.2%0.002%
7/22/2024 Cidel Asset Management Inc.19,064$935K0.1%-19.7%0.003%
7/19/2024 Raymond James & Associates51,006$2.50M0.0%+47.5%0.009%
7/19/2024 Franklin Street Advisors Inc. NC8,400$412K0.0%N/A0.001%
7/18/2024 Blue Trust Inc.3,424$168K0.0%+58.2%0.001%
7/18/2024 Assenagon Asset Management S.A.62,389$3.06M0.0%+3.8%0.011%
7/18/2024 Lorne Steinberg Wealth Management Inc.112,836$5.53M1.8%-1.8%0.019%
7/16/2024 Addenda Capital Inc.152,339$7.46M0.4%+0.8%0.026%
7/16/2024 QV Investors Inc.1,214,333$59.53M5.6%+12.1%0.209%
7/16/2024 V Square Quantitative Management LLC19,408$951K0.2%+6.0%0.003%
7/16/2024 M&G Plc31,041$1.52M0.0%N/A0.005%
7/16/2024 Sequoia Financial Advisors LLC11,332$555K0.0%+10.0%0.002%
7/12/2024 City Holding Co.2,000$98K0.0%-37.5%0.000%
7/10/2024 JCIC Asset Management Inc.101,956$5M2.1%+655.7%0.018%
7/10/2024 CWM LLC6,313$309K0.0%+36.3%0.001%
7/9/2024 Value Partners Investments Inc.1,455,336$71.30M2.1%+4.9%0.251%
7/9/2024 Cardinal Capital Management Inc.885,246$43.38M1.7%+14.7%0.153%
7/8/2024 ST Germain D J Co. Inc.650$32K0.0%-90.9%0.000%
7/5/2024 Rempart Asset Management Inc.7,581$371K0.1%-11.1%0.001%
7/2/2024 Massmutual Trust Co. FSB ADV2,505$123K0.0%+24.4%0.000%
7/2/2024 GAMMA Investing LLC571$28K0.0%+6,244.4%0.000%
6/4/2024DekaBank Deutsche Girozentrale1,059,995$57.25M0.1%+1.3%0.182%
5/29/2024Pathway Financial Advisers LLC23,506$1.28M0.5%N/A0.004%
5/29/2024Alexander Labrunerie & CO. Inc.6,031$329K0.2%N/A0.001%
5/28/2024Teachers Retirement System of The State of Kentucky261,860$14.29M0.1%+20.9%0.045%
5/24/2024Cetera Advisors LLC7,044$384K0.0%N/A0.001%
5/24/2024Cetera Investment Advisers64,240$3.51M0.0%+108.3%0.011%
5/22/2024Burney Co.89,252$4.87M0.2%+0.3%0.015%
5/20/2024Virtu Financial LLC5,476$299K0.0%N/A0.001%
5/17/2024 Advisory Resource Group17,179$938K0.2%+24.6%0.003%
5/16/2024Janus Henderson Group PLC75,298$4.12M0.0%-4.4%0.013%
5/15/2024Price T Rowe Associates Inc. MD105,050$5.73M0.0%+3.4%0.018%
5/15/2024Bank of Nova Scotia Trust Co.282,316$15.41M1.7%+7.6%0.049%
The next companies to potentially benefit thanks to Nvidia are … (Ad)

Nvidia is pivoting to a new $1 trillion Superproject that could revolutionize the AI industry… again. And it’s enlisting a whole new set of partners.

Click here to learn more.
5/15/20241832 Asset Management L.P.9,717,197$530.37M0.3%-0.1%1.672%
5/15/2024Quadrature Capital Ltd88,200$4.80M0.1%N/A0.015%
5/15/2024Guardian Capital Advisors LP176,105$8.96M1.0%-1.7%0.030%
5/14/2024Canada Pension Plan Investment Board1,674,130$91.44M0.1%-8.4%0.288%
5/14/2024Guardian Capital LP388,614$21.23M0.7%-0.9%0.067%
5/14/2024Toronto Dominion Bank6,642,564$362.55M0.6%+42.8%1.143%
5/14/2024Advisors Asset Management Inc.3,267$178K0.0%-20.2%0.001%
5/14/2024LGT Group Foundation276,886$15.12M0.4%-15.3%0.048%
5/14/2024Shell Asset Management Co.18,972$1.04M0.0%-42.6%0.003%
5/14/2024CANADA LIFE ASSURANCE Co630,708$34.47M0.1%+3.8%0.109%
5/14/2024National Bank of Canada FI5,232,448$261.99M0.4%-13.8%0.900%
5/13/2024Bessemer Group Inc.20,478$1.12M0.0%+845.9%0.004%
5/13/2024UniSuper Management Pty Ltd8,200$448K0.0%+95.2%0.001%
5/13/2024Clearbridge Investments LLC289,583$15.81M0.0%-1.1%0.050%
5/13/2024O Shaughnessy Asset Management LLC111,804$6.10M0.1%-9.8%0.019%
5/11/2024Hillsdale Investment Management Inc.201,664$11.01M0.9%-50.7%0.035%
5/10/2024Ontario Teachers Pension Plan Board24,813$1.36M0.0%-25.8%0.004%
5/10/2024Acadian Asset Management LLC268,300$14.65M0.1%+283.3%0.046%
5/10/2024Vanguard Group Inc.23,241,910$1.27B0.0%+1.6%3.990%
5/10/2024Intech Investment Management LLC35,902$1.96M0.0%N/A0.006%
5/10/2024Motco97,897$5.34M0.3%-2.6%0.017%
5/10/2024Twin Tree Management LP274,119$14.96M0.0%+249.8%0.047%
5/9/2024Blair William & Co. IL12,568$686K0.0%+3.0%0.002%
5/9/2024TD Asset Management Inc16,107,748$879.75M0.8%+2.8%2.765%
5/8/2024Cozad Asset Management Inc.5,697$311K0.0%-3.8%0.001%
5/8/2024Avantax Advisory Services Inc.11,825$645K0.0%-9.7%0.002%
5/8/2024Russell Investments Group Ltd.660,009$36.04M0.1%+3.4%0.113%
5/7/2024Susquehanna Fundamental Investments LLC144,100$7.87M0.4%N/A0.025%
5/7/2024Swiss National Bank1,764,800$96.26M0.1%-7.5%0.303%
5/7/2024Forsta AP Fonden301,700$16.48M0.1%+6.5%0.052%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,776$315K0.0%N/A0.001%
5/7/2024 Hilltop National Bank20,239$1.11M0.4%N/A0.003%
5/7/2024 JCIC Asset Management Inc.13,491$736K0.3%-4.4%0.002%
5/7/2024Sciencast Management LP10,907$595K0.4%N/A0.002%
5/6/2024Duality Advisers LP4,083$223K0.0%-92.7%0.001%
5/4/2024 Csenge Advisory Group4,247$232K0.0%N/A0.001%
5/3/2024Signaturefd LLC22,939$1.25M0.0%+2.6%0.004%
5/3/2024TFB Advisors LLC7,506$386K0.1%N/A0.001%
5/3/2024 Lorne Steinberg Wealth Management Inc.114,852$6.27M2.0%+7.5%0.020%
5/2/2024 Value Partners Investments Inc.1,386,932$75.70M2.4%-1.7%0.238%
5/2/2024Tobam1,311$72K0.0%-34.8%0.000%
5/2/2024Mitchell Mcleod Pugh & Williams Inc.3,848$210K0.1%N/A0.001%
5/2/2024PDS Planning Inc5,245$286K0.0%+6.2%0.001%
5/1/2024 Janney Montgomery Scott LLC6,556$358K0.0%-13.9%0.001%
5/1/2024 Rempart Asset Management Inc.8,531$466K0.1%-20.3%0.001%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co40,190$2.19M0.4%+0.9%0.007%
5/1/2024Wambolt & Associates LLC7,725$417K0.1%-56.3%0.001%
5/1/2024 Sequoia Financial Advisors LLC10,302$562K0.0%+2.2%0.002%
5/1/2024 Diversify Advisory Services LLC5,744$310K0.0%N/A0.001%
4/30/2024Van ECK Associates Corp80,897$4.42M0.0%+17.3%0.014%
“Generational Bull Run” Incoming (Ad)

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.
4/30/2024Concord Wealth Partners2,000$109K0.0%N/A0.000%
4/30/2024Claret Asset Management Corp8,334$455K0.1%+3.4%0.001%
4/29/2024Commonwealth Equity Services LLC60,668$3.31M0.0%-0.8%0.010%
4/29/2024Principal Financial Group Inc.19,333$1.06M0.0%+25.3%0.003%
4/29/2024Benjamin F. Edwards & Company Inc.2,619$143K0.0%+37.1%0.000%
4/29/2024Meritage Portfolio Management61,926$3.38M0.2%N/A0.011%
4/29/2024 Mn Services Vermogensbeheer B.V.236,245$12.90M0.1%-14.8%0.041%
4/27/2024K.J. Harrison & Partners Inc43,104$2.35M0.4%N/A0.007%
4/26/2024Triasima Portfolio Management inc.608,760$33.22M2.8%-10.2%0.105%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 421,006$22.99M0.1%-0.5%0.072%
(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, 347 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Quilter Plc ($9.47B), Canoe Financial LP ($2.37B), Vanguard Group Inc. ($1.27B), TD Asset Management Inc ($879.75M), Mackenzie Financial Corp ($730.93M), FIL Ltd ($636.16M), and TD Asset Management Inc. ($539.53M).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 312 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 ($45.67M), Norges Bank ($6.47M), National Bank of Canada FI ($5.63M), MUFG Securities EMEA plc ($5.35M), Toronto Dominion Bank ($4.99M), TD Asset Management Inc ($4.61M), and FIL Ltd ($3.63M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 104,306,918 shares in the last 24 months. This purchase volume represents approximately $5.24B in transactions.

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

Of the 176 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: Bank of Nova Scotia ($14.97M), Mackenzie Financial Corp ($2.66M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($2.27M), National Bank of Canada FI ($2.17M), CIBC Asset Management Inc ($2.11M), Canada Pension Plan Investment Board ($2.03M), and FIL Ltd ($1.83M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 45,003,389 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


This page (NYSE:SLF) was last updated on 7/27/2024 by MarketBeat.com Staff

From Our Partners