Sun Life Financial (SLF) Institutional Ownership

$78.25 -1.24 (-1.56%)

Closing price 03:58 PM Eastern

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$79.00 +0.75 (+0.96%)

As of 05:14 PM Eastern

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Current Institutional Ownership Percentage: 52.26%
Number of Institutional Buyers (last 12 months): 254
Total Institutional Inflows (last 12 months): $4.01B

Number of Institutional Sellers (last 12 months): 147
Total Institutional Outflows (last 12 months): $1.50B

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SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/20/2026	Mufg Securities Canada LTD.	783,684	$61.43M	1.6%	-4.6%	0.141%
8/20/2026	QV Investors Inc.	487,300	$38.25M	2.9%	-5.7%	0.087%
8/20/2026	Two Sigma Securities LLC	4,031	$316K	0.0%	N/A	0.001%
8/20/2026	Benjamin Edwards Inc.	5,075	$398K	0.0%	-2.9%	0.001%
8/20/2026	Flputnam Investment Management Co.	2,691	$211K	0.0%	N/A	0.000%
8/20/2026	Northwestern Mutual Wealth Management Co.	24,118	$1.89M	0.0%	-3.3%	0.004%
8/19/2026	Royal London Asset Management Ltd.	152,039	$11.92M	0.0%	-2.1%	0.027%
8/19/2026	Van ECK Associates Corp	654,212	$51.31M	0.0%	-11.6%	0.117%
8/19/2026	Hsbc Holdings PLC	4,106	$322K	0.0%	N/A	0.001%
8/19/2026	Wellington Management Group LLP	2,810,328	$220.57M	0.0%	N/A	0.504%
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8/18/2026	Beacon Pointe Advisors LLC	7,450	$584K	0.0%	N/A	0.001%
8/18/2026	Empowered Funds LLC	20,149	$1.58M	0.0%	N/A	0.004%
8/18/2026	United Capital Financial Advisors LLC	2,908	$228K	0.0%	N/A	0.001%
8/18/2026	Equitable Holdings Inc.	3,628	$284K	0.0%	N/A	0.001%
8/18/2026	Public Employees Retirement System of Ohio	50,742	$3.98M	0.0%	N/A	0.009%
8/17/2026	Capstone Investment Advisors LLC	20,729	$1.63M	0.0%	N/A	0.004%
8/17/2026	Corient Private Wealth LP	17,987	$1.41M	0.0%	N/A	0.003%
8/17/2026	Bank of America Corp DE	889,886	$69.79M	0.0%	N/A	0.160%
8/15/2026	Caisse de depot et placement du Quebec	1,486,005	$116.63M	0.2%	N/A	0.267%
8/15/2026	Man Group plc	88,782	$6.96M	0.0%	N/A	0.016%
8/15/2026	First Bancorp Inc ME	444	$35K	0.0%	N/A	0.000%
8/15/2026	Polar Asset Management Partners Inc.	1,001,122	$78.48M	1.3%	N/A	0.180%
8/15/2026	Jupiter Topco LLC	73,657	$5.77M	0.0%	N/A	0.013%
8/14/2026	Hsbc Holdings PLC	4,106	$322K	0.0%	N/A	0.001%
8/14/2026	PDT Partners LLC	9,648	$757K	0.0%	N/A	0.002%
8/14/2026	Canada Pension Plan Investment Board	3,735,388	$292.98M	0.2%	N/A	0.670%
8/14/2026	Legal & General Group Plc	3,571,561	$280.31M	0.1%	N/A	0.641%
8/14/2026	The Manufacturers Life Insurance Company	3,739,937	$293.05M	0.2%	N/A	0.671%
8/14/2026	McDonough Capital Management Inc	3,201	$251K	0.1%	N/A	0.001%
8/13/2026	OMERS ADMINISTRATION Corp	253,687	$19.91M	0.1%	N/A	0.046%
8/13/2026	Osmosis Investment Management UK Ltd	20,857	$1.64M	0.1%	N/A	0.004%
8/13/2026	Sanctuary Advisors LLC	3,657	$287K	0.0%	N/A	0.001%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	1,315,807	$103.20M	0.2%	N/A	0.236%
8/13/2026	Bank of Nova Scotia	6,930,024	$544.05M	0.8%	N/A	1.243%
8/12/2026	Commerce Bank	2,946	$231K	0.0%	N/A	0.001%
8/12/2026	Northwestern Mutual Wealth Management Co.	24,118	$1.89M	0.0%	N/A	0.004%
8/12/2026	Quantbot Technologies LP	60,490	$4.74M	0.2%	N/A	0.011%
8/12/2026	Evolve Private Wealth LLC	17,270	$1.36M	0.1%	N/A	0.003%
8/12/2026	Korea Investment CORP	452,708	$35.53M	0.1%	N/A	0.081%
8/12/2026	EP Wealth Advisors LLC	6,919	$543K	0.0%	N/A	0.001%
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8/12/2026	Ieq Capital LLC	24,466	$1.92M	0.0%	N/A	0.004%
8/11/2026	Allworth Financial LP	1,088	$85K	0.0%	N/A	0.000%
8/11/2026	Vise Technologies Inc.	17,248	$1.35M	0.0%	N/A	0.003%
8/11/2026	Asahi Life Asset Management CO. LTD.	4,187	$329K	0.2%	N/A	0.001%
8/10/2026	West Family Investments Inc.	6,542	$513K	0.1%	N/A	0.001%
8/10/2026	Tacita Capital Inc	7,494	$587K	0.3%	N/A	0.001%
8/10/2026	NewEdge Wealth LLC	4,144	$325K	0.0%	N/A	0.001%
8/10/2026	Danske Bank A S	1,006	$79K	0.0%	N/A	0.000%
8/10/2026	Diversify Advisory Services LLC	9,521	$790K	0.0%	N/A	0.002%
8/7/2026	K.J. Harrison & Partners Inc	6,199	$486K	0.1%	N/A	0.001%
8/7/2026	MidFirst Bank	30,593	$2.40M	0.2%	N/A	0.005%
8/7/2026	BlackRock Inc.	1,040,385	$81.59M	0.0%	N/A	0.187%
8/7/2026	Deutsche Bank AG	1,073,257	$84.17M	0.0%	N/A	0.193%
8/7/2026	OneDigital Investment Advisors LLC	3,288	$258K	0.0%	N/A	0.001%
8/7/2026	Plato Investment Management Ltd	37,016	$2.89M	0.2%	N/A	0.007%
8/7/2026	HBK Sorce Advisory LLC	18,460	$1.51M	0.0%	N/A	0.003%
8/6/2026	Flputnam Investment Management Co.	2,691	$211K	0.0%	N/A	0.000%
8/6/2026	Global Retirement Partners LLC	2,411	$189K	0.0%	N/A	0.000%
8/6/2026	Alberta Investment Management Corp	1,274,072	$99.93M	0.6%	N/A	0.229%
8/6/2026	Bank of New York Mellon Corp	665,994	$52.23M	0.0%	N/A	0.119%
8/6/2026	Focus Partners Advisor Solutions LLC	2,988	$234K	0.0%	N/A	0.001%
8/6/2026	State of Wyoming	3,040	$239K	0.0%	N/A	0.001%
8/5/2026	Bridgewater Advisors Inc.	3,323	$274K	0.0%	N/A	0.001%
7/10/2026	Cardinal Capital Management Inc.	1,168,774	$91.58M	2.2%	-47.6%	0.209%
7/9/2026	Franklin Street Advisors Inc. NC	3,170	$249K	0.0%	-6.8%	0.001%
7/8/2026	PensionDanmark Pensionsforsikringsaktieselskab	160,789	$12.62M	0.1%	+22.5%	0.029%
7/8/2026	Assenagon Asset Management S.A.	25,609	$2.01M	0.0%	+3.4%	0.005%
7/6/2026	Vigilare Wealth Management	2,570	$202K	0.1%	N/A	0.000%
7/2/2026	Versant Capital Management Inc	4,807	$377K	0.0%	+15.8%	0.001%
6/9/2026	Rathbones Group PLC	12,950	$809K	0.0%	+1.8%	0.002%
6/3/2026	Parallel Advisors LLC	4,273	$267K	0.0%	+15.1%	0.001%
5/28/2026	Cozad Asset Management Inc.	4,072	$255K	0.0%	-8.9%	0.001%
5/19/2026	Bank of America Corp DE	1,130,209	$70.71M	0.0%	-29.5%	0.186%
5/19/2026	Janus Henderson Group PLC	83,904	$5.24M	0.0%	+33.4%	0.014%
5/19/2026	Oddo BHF Asset Management Sas	87,316	$5.46M	0.2%	+4.3%	0.014%
5/18/2026	Guardian Partners Inc.	145,822	$9.16M	0.8%	-1.6%	0.024%
5/18/2026	Amundi	1,176,481	$73.60M	0.0%	-4.5%	0.194%
5/18/2026	EverSource Wealth Advisors LLC	3,567	$223K	0.0%	+44.6%	0.001%
5/18/2026	Empowered Funds LLC	21,397	$1.34M	0.0%	N/A	0.004%
5/16/2026	The Manufacturers Life Insurance Company	6,945,264	$434.71M	0.4%	-9.2%	1.146%
5/16/2026	Quantinno Capital Management LP	189,760	$11.87M	0.0%	+30.5%	0.031%
5/16/2026	Lazard Asset Management LLC	27,805	$1.74M	0.0%	+224.9%	0.005%
5/16/2026	JCP Investment Management LLC	12,762	$798K	0.5%	N/A	0.002%
5/15/2026	OMERS ADMINISTRATION Corp	317,537	$19.83M	0.1%	N/A	0.057%
5/15/2026	Lombard Odier Asset Management Switzerland SA	10,659	$668K	0.0%	-64.9%	0.002%
5/15/2026	Waverly Advisors LLC	7,131	$446K	0.0%	N/A	0.001%
5/15/2026	Cumberland Partners Ltd	6,678	$418K	0.0%	+3.2%	0.001%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	1,601,200	$100.28M	0.2%	+2,187.4%	0.289%
5/14/2026	Public Employees Retirement System of Ohio	42,518	$2.66M	0.0%	-1.9%	0.008%
5/14/2026	Compound Planning Inc.	7,800	$488K	0.0%	+34.0%	0.001%
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5/14/2026	Arrowstreet Capital Limited Partnership	113,654	$7.11M	0.0%	+16.8%	0.021%
5/14/2026	Bank of Nova Scotia	6,869,280	$430.24M	0.7%	+14.7%	1.240%
5/14/2026	Sei Investments Co.	5,788	$362K	0.0%	+3.5%	0.001%
5/13/2026	Cetera Investment Advisers	79,584	$4.98M	0.0%	-1.9%	0.014%
5/13/2026	Goepper Burkhardt LLC	4,046	$253K	0.1%	N/A	0.001%
5/13/2026	First Trust Advisors LP	580,306	$36.31M	0.0%	-13.4%	0.105%
5/8/2026	PNC Financial Services Group Inc.	56,013	$3.50M	0.0%	+159.6%	0.010%
5/8/2026	Oslo Pensjonsforsikring AS	1,300	$81K	0.0%	N/A	0.000%
5/8/2026	Cassaday & Co Wealth Management LLC	400	$25K	0.0%	N/A	0.000%
5/7/2026	Dimensional Fund Advisors LP	1,701,928	$106.46M	0.0%	+3.9%	0.307%

SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 460 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 Norges Bank ($398.04M).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 404 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 56,442,151 shares in the last 24 months. This purchase volume represents approximately $4.01B in transactions.

Of the 147 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 24,092,126 shares in the last 24 months. This volume of shares sold represents approximately $1.50B 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 8/20/2026. New 13F filings are added each quarter as they're published.

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Sun Life Financial (SLF) Institutional Ownership

SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

SLF Institutional Ownership - Frequently Asked Questions

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Sun Life Financial (SLF) Institutional Ownership

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

SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

SLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLF shares?

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

Which institutional investors have been buying Sun Life Financial's stock?

How much institutional buying is happening at Sun Life Financial?

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

How much institutional selling is happening at Sun Life Financial?

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