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Sun Life Financial (SLF) Institutional Ownership

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$70.68 +0.62 (+0.88%)
As of 01:53 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)
291
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$2.13B
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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
5/8/2026 PNC Financial Services Group Inc.56,013$3.50M0.0%+159.6%0.010%
5/8/2026 Oslo Pensjonsforsikring AS1,300$81K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC400$25K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP1,701,928$106.46M0.0%+3.9%0.307%
5/7/2026 Scarborough Advisors LLC523$33K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC4,273$267K0.0%+15.1%0.001%
5/7/2026 Greenwood Gearhart LLC4,098$256K0.0%N/A0.001%
5/7/2026 SEB Asset Management AB90,356$5.64M0.0%N/A0.016%
5/7/2026 Swiss National Bank1,864,200$116.62M0.1%+25.5%0.336%
5/6/2026 Bessemer Group Inc.49,755$3.11M0.0%+0.9%0.009%
5/5/2026 Bank of New York Mellon Corp624,703$39.08M0.0%+5.9%0.113%
5/5/2026 Checchi Capital Advisers LLC3,599$225K0.0%+6.3%0.001%
5/5/2026 Maryland State Retirement & Pension System62,611$3.92M0.1%+5.3%0.011%
5/5/2026 Hillsdale 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%
5/4/2026 Bleakley Financial Group LLC22,141$1.39M0.0%+15.5%0.004%
5/2/2026 Diversify Wealth Management LLC8,996$563K0.0%N/A0.002%
5/1/2026 Candriam 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%
4/28/2026 DGS 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%
4/24/2026 USS 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%
4/23/2026 Pathway Financial Advisers LLC25,602$1.60M0.5%+4.4%0.005%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 135,725$8.48M0.0%+0.8%0.024%
4/23/2026 Canoe Financial LP4,946$310K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC13,939$872K0.0%+3.0%0.003%
4/22/2026 Louisbourg Investments Inc.5,105$319K0.1%+3.0%0.001%
4/22/2026 Pictet Asset Management Holding SA420,144$26.23M0.0%+27.6%0.076%
4/22/2026 Summerhill 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%
4/20/2026 Ritholtz 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%
4/16/2026 Evolve 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%
2/24/2026 DGS 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%
2/19/2026 Alberta Investment Management Corp927,400$57.89M0.3%-15.9%0.167%
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%
2/18/2026Numerai GP LLC41,091$2.56M0.3%N/A0.007%
2/18/2026Man Group plc316,540$19.78M0.0%+98.9%0.057%
2/18/2026Investment Management Corp of Ontario68,290$4.26M0.1%+228.4%0.012%
2/18/2026Janus Henderson Group PLC62,911$3.93M0.0%-4.4%0.011%
2/18/2026Gotham Asset Management LLC5,945$371K0.0%-28.7%0.001%
2/18/2026 Evolve Private Wealth LLC15,182$947K0.1%N/A0.003%
2/18/2026Balyasny Asset Management L.P.5,679$355K0.0%-76.5%0.001%
2/17/2026Caisse de depot et placement du Quebec366,999$22.94M0.0%+249.6%0.066%
2/17/2026PDT Partners LLC9,648$602K0.0%-78.1%0.002%
2/17/2026AQR Capital Management LLC797,851$49.81M0.0%+5,525.4%0.144%
2/17/2026 BCV Asset Management Inc.867,770$54.15M2.1%N/A0.157%
2/17/2026Lazard Asset Management LLC8,557$534K0.0%-2.8%0.002%
2/17/2026Cetera Investment Advisers81,155$5.06M0.0%+1.2%0.015%
2/17/2026Guardian Partners Inc.148,149$9.67M0.8%+1.1%0.027%
2/17/2026Laird Norton Wetherby Trust Company LLC30,098$1.88M0.0%N/A0.005%
2/17/2026Amundi1,232,137$76.89M0.0%-25.8%0.222%
2/17/2026FIL Ltd3,321$207K0.0%-66.4%0.001%
2/17/2026Osaic Holdings Inc.24,455$1.53M0.0%+4.3%0.004%
2/17/2026Public Employees Retirement System of Ohio43,331$2.71M0.0%-1.4%0.008%
2/17/2026 Russell Investments Group Ltd.599,290$37.48M0.0%+10.3%0.108%
2/17/2026Lombard Odier Asset Management Switzerland SA30,336$1.89M0.1%-77.8%0.005%
2/17/2026State of Wisconsin Investment Board197,000$12.31M0.0%N/A0.036%
2/17/2026Captrust Financial Advisors19,814$1.24M0.0%-3.3%0.004%
2/17/2026 Blair William & Co. IL10,263$640K0.0%-27.9%0.002%
2/17/2026Oddo BHF Asset Management Sas83,716$5.22M0.2%+28.6%0.015%
2/17/2026 Alberta Investment Management Corp927,400$57.89M0.2%N/A0.167%
2/16/2026Vanguard Personalized Indexing Management LLC31,809$1.99M0.0%+14.0%0.006%
2/16/2026Mufg Securities Canada LTD.848,740$52.99M1.5%-8.9%0.153%
2/16/2026Mariner LLC44,587$2.78M0.0%+3.0%0.008%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund70,000$4.37M0.0%-95.0%0.013%
2/16/2026Dixon Mitchell Investment Counsel Inc.5,301$331K0.0%+167.6%0.001%
2/16/2026Arax Advisory Partners1,651$103K0.0%-53.6%0.000%
2/16/2026Barclays PLC331,330$20.68M0.0%+1,138.3%0.060%


SLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 456 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 ($478.64M), 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 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), Canada Pension Plan Investment Board ($2.55M), Toronto Dominion Bank ($2.32M), Geode Capital Management LLC ($2.12M), and Goldman Sachs Group Inc. ($2.05M).

Institutional investors have bought a total of 40,175,886 shares in the last 24 months. This purchase volume represents approximately $2.52B in transactions.

Of the 188 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), The Manufacturers Life Insurance Company ($1.42M), Canada Pension Plan Investment Board ($1.40M), Healthcare of Ontario Pension Plan Trust Fund ($1.34M), and Connor Clark & Lunn Investment Management Ltd. ($1.29M).

Institutional investors have sold a total of 34,125,378 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


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This page (NYSE:SLF) was last updated on 5/11/2026 by MarketBeat.com Staff.
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