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Sun Life Financial (SLF) Institutional Ownership

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$82.95 +0.18 (+0.22%)
Closing price 03:59 PM Eastern
Extended Trading
$82.99 +0.04 (+0.05%)
As of 05:41 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)
271
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$2.08B
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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
7/10/2026 Cardinal Capital Management Inc.1,168,774$91.58M2.2%-47.6%0.209%
7/9/2026 Franklin Street Advisors Inc. NC3,170$249K0.0%-6.8%0.001%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab160,789$12.62M0.1%+22.5%0.029%
7/8/2026 Assenagon Asset Management S.A.25,609$2.01M0.0%+3.4%0.005%
7/6/2026 Vigilare Wealth Management2,570$202K0.1%N/A0.000%
7/2/2026 Versant Capital Management Inc4,807$377K0.0%+15.8%0.001%
6/9/2026 Rathbones 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%
5/18/2026 Guardian Partners Inc.145,822$9.16M0.8%-1.6%0.024%
5/18/2026Amundi1,176,481$73.60M0.0%-4.5%0.194%
5/18/2026 EverSource Wealth Advisors LLC3,567$223K0.0%+44.6%0.001%
5/18/2026Empowered Funds LLC21,397$1.34M0.0%N/A0.004%
5/16/2026The Manufacturers Life Insurance Company6,945,264$434.71M0.4%-9.2%1.146%
5/16/2026Quantinno Capital Management LP189,760$11.87M0.0%+30.5%0.031%
5/16/2026Lazard Asset Management LLC27,805$1.74M0.0%+224.9%0.005%
5/16/2026JCP Investment Management LLC12,762$798K0.5%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp317,537$19.83M0.1%N/A0.057%
5/15/2026Lombard Odier Asset Management Switzerland SA10,659$668K0.0%-64.9%0.002%
5/15/2026Waverly Advisors LLC7,131$446K0.0%N/A0.001%
5/15/2026Cumberland Partners Ltd6,678$418K0.0%+3.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,601,200$100.28M0.2%+2,187.4%0.289%
5/14/2026Public Employees Retirement System of Ohio42,518$2.66M0.0%-1.9%0.008%
5/14/2026Compound Planning Inc.7,800$488K0.0%+34.0%0.001%
5/14/2026Arrowstreet Capital Limited Partnership113,654$7.11M0.0%+16.8%0.021%
5/14/2026Bank of Nova Scotia6,869,280$430.24M0.7%+14.7%1.240%
5/14/2026Sei Investments Co.5,788$362K0.0%+3.5%0.001%
5/13/2026Cetera Investment Advisers79,584$4.98M0.0%-1.9%0.014%
5/13/2026Goepper Burkhardt LLC4,046$253K0.1%N/A0.001%
5/13/2026First Trust Advisors LP580,306$36.31M0.0%-13.4%0.105%
5/8/2026PNC Financial Services Group Inc.56,013$3.50M0.0%+159.6%0.010%
5/8/2026Oslo Pensjonsforsikring AS1,300$81K0.0%N/A0.000%
5/8/2026Cassaday & Co Wealth Management LLC400$25K0.0%N/A0.000%
5/7/2026Dimensional Fund Advisors LP1,701,928$106.46M0.0%+3.9%0.307%
5/7/2026 Scarborough Advisors LLC523$33K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC4,273$267K0.0%+15.1%0.001%
5/7/2026 Greenwood Gearhart LLC4,098$256K0.0%N/A0.001%
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5/7/2026SEB Asset Management AB90,356$5.64M0.0%N/A0.016%
5/7/2026Swiss National Bank1,864,200$116.62M0.1%+25.5%0.336%
5/6/2026Bessemer Group Inc.49,755$3.11M0.0%+0.9%0.009%
5/5/2026Bank of New York Mellon Corp624,703$39.08M0.0%+5.9%0.113%
5/5/2026Checchi Capital Advisers LLC3,599$225K0.0%+6.3%0.001%
5/5/2026Maryland State Retirement & Pension System62,611$3.92M0.1%+5.3%0.011%
5/5/2026Hillsdale Investment Management Inc.50,152$3.14M0.1%+1,342.4%0.009%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,987$750K0.0%+5.1%0.002%
5/4/2026Bleakley Financial Group LLC22,141$1.39M0.0%+15.5%0.004%
5/2/2026Diversify Wealth Management LLC8,996$563K0.0%N/A0.002%
5/1/2026Candriam S.C.A.9,794$612K0.0%+1.8%0.002%
4/30/2026 Kestra Advisory Services LLC21,096$1.32M0.0%+5.0%0.004%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich259,903$16.23M0.4%+637.2%0.047%
4/29/2026 Burney Co.63,651$3.98M0.1%-25.4%0.011%
4/28/2026DGS Capital Management LLC3,693$231K0.0%+10.3%0.001%
4/28/2026 Montrusco Bolton Investments Inc.200,841$12.54M0.2%-1.3%0.036%
4/27/2026 HB Wealth Management LLC4,158$260K0.0%+4.7%0.001%
4/27/2026 PFG Investments LLC7,284$456K0.0%-3.5%0.001%
4/27/2026 Private Advisor Group LLC7,861$492K0.0%+28.2%0.001%
4/25/2026 Keybank National Association OH4,763$298K0.0%N/A0.001%
4/24/2026USS Investment Management Ltd74,441$4.67M0.0%+0.6%0.013%
4/23/2026 Financial & Tax Architects LLC8,982$562K0.1%-26.9%0.002%
4/23/2026Pathway Financial Advisers LLC25,602$1.60M0.5%+4.4%0.005%
4/23/2026Lansforsakringar Fondforvaltning AB publ135,725$8.48M0.0%+0.8%0.024%
4/23/2026 Canoe Financial LP4,946$310K0.0%N/A0.001%
4/22/2026Janney Montgomery Scott LLC13,939$872K0.0%+3.0%0.003%
4/22/2026 Louisbourg Investments Inc.5,105$319K0.1%+3.0%0.001%
4/22/2026Pictet Asset Management Holding SA420,144$26.23M0.0%+27.6%0.076%
4/22/2026Summerhill Capital Management lnc.6,081$380K0.3%N/A0.001%
4/22/2026 Value Partners Investments Inc.1,126,224$70.41M5.4%+0.2%0.203%
4/22/2026 Venturi Wealth Management LLC5,442$340K0.0%N/A0.001%
4/21/2026 Aaron Wealth Advisors LLC4,122$258K0.0%N/A0.001%
4/20/2026 Cardinal Point Capital Management ULC33,731$2.11M0.1%+1.5%0.006%
4/20/2026Ritholtz Wealth Management9,664$605K0.0%+102.0%0.002%
4/20/2026 Blue Trust Inc.2,979$186K0.0%+39.5%0.001%
4/20/2026 Assenagon Asset Management S.A.24,766$1.55M0.0%+1.6%0.004%
4/18/2026 Cidel Asset Management Inc.24,773$1.55M0.1%-6.8%0.004%
4/16/2026Evolve Private Wealth LLC16,099$1.01M0.1%+6.0%0.003%
3/20/2026Purpose Unlimited Inc.211,161$13.18M0.6%N/A0.038%
3/17/2026Rockefeller Capital Management L.P.3,568$223K0.0%-17.4%0.001%
3/9/2026Corient Private Wealth LLC17,868$1.12M0.0%-1.1%0.003%
3/3/2026Caitong International Asset Management Co. Ltd1,848$115K0.0%+539.4%0.000%
3/2/2026Tobam578$36K0.0%-29.2%0.000%
2/25/2026MidFirst Bank30,489$1.90M0.1%N/A0.006%
2/24/2026DGS Capital Management LLC3,348$209K0.0%N/A0.001%
2/19/2026Compound Planning Inc.5,820$363K0.0%+12.9%0.001%
2/19/2026Invesco Ltd.1,383,327$86.32M0.0%+1.9%0.250%
2/19/2026 Axxcess Wealth Management LLC3,216$201K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC23,579$1.47M0.0%+30.6%0.004%
2/19/2026Alberta Investment Management Corp927,400$57.89M0.3%-15.9%0.167%
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2/18/2026Mercer Global Advisors Inc. ADV10,157$634K0.0%+5.0%0.002%
2/18/2026Vident Advisory LLC11,460$715K0.0%-29.4%0.002%
2/18/2026Beacon Pointe Advisors LLC3,864$241K0.0%N/A0.001%
2/18/2026State of Tennessee Department of Treasury322,936$20.46M0.1%-1.7%0.058%
2/18/2026EP Wealth Advisors LLC4,293$268K0.0%N/A0.001%
2/18/2026Mackenzie Financial Corp6,208,589$388.33M0.5%-31.6%1.121%
2/18/2026XTX Topco Ltd32,256$2.01M0.1%-16.0%0.006%
2/18/2026Guardian Capital LP467,976$29.23M0.9%+3.5%0.084%
2/18/2026Wellington Management Group LLP2,245,209$140.34M0.1%+123.4%0.405%
2/18/2026Quadrature Capital Ltd115,200$7.20M0.1%+40.7%0.021%


SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 457 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), The Manufacturers Life Insurance Company ($434.71M), Bank of Nova Scotia ($430.24M), 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 400 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), Intact Investment Management Inc. ($3.87M), Wellington Management Group LLP ($3.82M), Bank of Nova Scotia ($2.80M), Canada Pension Plan Investment Board ($2.55M), Geode Capital Management LLC ($2.12M), and Goldman Sachs Group Inc. ($2.05M).

Institutional investors have bought a total of 37,066,153 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

Of the 169 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 ($5.89M), CIBC Asset Management Inc ($5.77M), Bank of Nova Scotia ($1.44M), Canada Pension Plan Investment Board ($1.40M), Healthcare of Ontario Pension Plan Trust Fund ($1.34M), Connor Clark & Lunn Investment Management Ltd. ($1.29M), and The Manufacturers Life Insurance Company ($1.25M).

Institutional investors have sold a total of 32,912,784 shares in the last 24 months. This volume of shares sold represents approximately $2.08B in transactions.


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This page (NYSE:SLF) was last updated on 7/31/2026 by MarketBeat.com Staff.
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