Sun Life Financial (SLF) Institutional Ownership

$71.92 +0.03 (+0.04%)

Closing price 05/29/2026 03:59 PM Eastern

Extended Trading

$71.82 -0.10 (-0.14%)

As of 05/29/2026 05:10 PM Eastern

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Current Institutional Ownership Percentage: 52.26%
Number of Institutional Buyers (last 12 months): 284
Total Institutional Inflows (last 12 months): $2.37B

Number of Institutional Sellers (last 12 months): 181
Total Institutional Outflows (last 12 months): $2.05B

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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
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%
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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%
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%
5/7/2026	Scarborough Advisors LLC	523	$33K	0.0%	N/A	0.000%
5/7/2026	Parallel Advisors LLC	4,273	$267K	0.0%	+15.1%	0.001%
5/7/2026	Greenwood Gearhart LLC	4,098	$256K	0.0%	N/A	0.001%
5/7/2026	SEB Asset Management AB	90,356	$5.64M	0.0%	N/A	0.016%
5/7/2026	Swiss National Bank	1,864,200	$116.62M	0.1%	+25.5%	0.336%
5/6/2026	Bessemer Group Inc.	49,755	$3.11M	0.0%	+0.9%	0.009%
5/5/2026	Bank of New York Mellon Corp	624,703	$39.08M	0.0%	+5.9%	0.113%
5/5/2026	Checchi Capital Advisers LLC	3,599	$225K	0.0%	+6.3%	0.001%
5/5/2026	Maryland State Retirement & Pension System	62,611	$3.92M	0.1%	+5.3%	0.011%
5/5/2026	Hillsdale Investment Management Inc.	50,152	$3.14M	0.1%	+1,342.4%	0.009%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	11,987	$750K	0.0%	+5.1%	0.002%
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5/4/2026	Bleakley Financial Group LLC	22,141	$1.39M	0.0%	+15.5%	0.004%
5/2/2026	Diversify Wealth Management LLC	8,996	$563K	0.0%	N/A	0.002%
5/1/2026	Candriam S.C.A.	9,794	$612K	0.0%	+1.8%	0.002%
4/30/2026	Kestra Advisory Services LLC	21,096	$1.32M	0.0%	+5.0%	0.004%
4/30/2026	Munich Reinsurance Co Stock Corp in Munich	259,903	$16.23M	0.4%	+637.2%	0.047%
4/29/2026	Burney Co.	63,651	$3.98M	0.1%	-25.4%	0.011%
4/28/2026	DGS Capital Management LLC	3,693	$231K	0.0%	+10.3%	0.001%
4/28/2026	Montrusco Bolton Investments Inc.	200,841	$12.54M	0.2%	-1.3%	0.036%
4/27/2026	HB Wealth Management LLC	4,158	$260K	0.0%	+4.7%	0.001%
4/27/2026	PFG Investments LLC	7,284	$456K	0.0%	-3.5%	0.001%
4/27/2026	Private Advisor Group LLC	7,861	$492K	0.0%	+28.2%	0.001%
4/25/2026	Keybank National Association OH	4,763	$298K	0.0%	N/A	0.001%
4/24/2026	USS Investment Management Ltd	74,441	$4.67M	0.0%	+0.6%	0.013%
4/23/2026	Financial & Tax Architects LLC	8,982	$562K	0.1%	-26.9%	0.002%
4/23/2026	Pathway Financial Advisers LLC	25,602	$1.60M	0.5%	+4.4%	0.005%
4/23/2026	Lansforsakringar Fondforvaltning AB publ	135,725	$8.48M	0.0%	+0.8%	0.024%
4/23/2026	Canoe Financial LP	4,946	$310K	0.0%	N/A	0.001%
4/22/2026	Janney Montgomery Scott LLC	13,939	$872K	0.0%	+3.0%	0.003%
4/22/2026	Louisbourg Investments Inc.	5,105	$319K	0.1%	+3.0%	0.001%
4/22/2026	Pictet Asset Management Holding SA	420,144	$26.23M	0.0%	+27.6%	0.076%
4/22/2026	Summerhill Capital Management lnc.	6,081	$380K	0.3%	N/A	0.001%
4/22/2026	Value Partners Investments Inc.	1,126,224	$70.41M	5.4%	+0.2%	0.203%
4/22/2026	Venturi Wealth Management LLC	5,442	$340K	0.0%	N/A	0.001%
4/21/2026	Aaron Wealth Advisors LLC	4,122	$258K	0.0%	N/A	0.001%
4/20/2026	Cardinal Point Capital Management ULC	33,731	$2.11M	0.1%	+1.5%	0.006%
4/20/2026	Ritholtz Wealth Management	9,664	$605K	0.0%	+102.0%	0.002%
4/20/2026	Blue Trust Inc.	2,979	$186K	0.0%	+39.5%	0.001%
4/20/2026	Assenagon Asset Management S.A.	24,766	$1.55M	0.0%	+1.6%	0.004%
4/18/2026	Cidel Asset Management Inc.	24,773	$1.55M	0.1%	-6.8%	0.004%
4/16/2026	Evolve Private Wealth LLC	16,099	$1.01M	0.1%	+6.0%	0.003%
3/20/2026	Purpose Unlimited Inc.	211,161	$13.18M	0.6%	N/A	0.038%
3/17/2026	Rockefeller Capital Management L.P.	3,568	$223K	0.0%	-17.4%	0.001%
3/9/2026	Corient Private Wealth LLC	17,868	$1.12M	0.0%	-1.1%	0.003%
3/3/2026	Caitong International Asset Management Co. Ltd	1,848	$115K	0.0%	+539.4%	0.000%
3/2/2026	Tobam	578	$36K	0.0%	-29.2%	0.000%
2/25/2026	MidFirst Bank	30,489	$1.90M	0.1%	N/A	0.006%
2/24/2026	DGS Capital Management LLC	3,348	$209K	0.0%	N/A	0.001%
2/19/2026	Compound Planning Inc.	5,820	$363K	0.0%	+12.9%	0.001%
2/19/2026	Invesco Ltd.	1,383,327	$86.32M	0.0%	+1.9%	0.250%
2/19/2026	Axxcess Wealth Management LLC	3,216	$201K	0.0%	N/A	0.001%
2/19/2026	Corient Private Wealth LLC	23,579	$1.47M	0.0%	+30.6%	0.004%
2/19/2026	Alberta Investment Management Corp	927,400	$57.89M	0.3%	-15.9%	0.167%
2/18/2026	Mercer Global Advisors Inc. ADV	10,157	$634K	0.0%	+5.0%	0.002%
2/18/2026	Vident Advisory LLC	11,460	$715K	0.0%	-29.4%	0.002%
2/18/2026	Beacon Pointe Advisors LLC	3,864	$241K	0.0%	N/A	0.001%
2/18/2026	State of Tennessee Department of Treasury	322,936	$20.46M	0.1%	-1.7%	0.058%
2/18/2026	EP Wealth Advisors LLC	4,293	$268K	0.0%	N/A	0.001%
2/18/2026	Mackenzie Financial Corp	6,208,589	$388.33M	0.5%	-31.6%	1.121%
2/18/2026	XTX Topco Ltd	32,256	$2.01M	0.1%	-16.0%	0.006%
2/18/2026	Guardian Capital LP	467,976	$29.23M	0.9%	+3.5%	0.084%
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2/18/2026	Wellington Management Group LLP	2,245,209	$140.34M	0.1%	+123.4%	0.405%
2/18/2026	Quadrature Capital Ltd	115,200	$7.20M	0.1%	+40.7%	0.021%
2/18/2026	Numerai GP LLC	41,091	$2.56M	0.3%	N/A	0.007%
2/18/2026	Man Group plc	316,540	$19.78M	0.0%	+98.9%	0.057%
2/18/2026	Investment Management Corp of Ontario	68,290	$4.26M	0.1%	+228.4%	0.012%
2/18/2026	Janus Henderson Group PLC	62,911	$3.93M	0.0%	-4.4%	0.011%
2/18/2026	Gotham Asset Management LLC	5,945	$371K	0.0%	-28.7%	0.001%
2/18/2026	Evolve Private Wealth LLC	15,182	$947K	0.1%	N/A	0.003%
2/18/2026	Balyasny Asset Management L.P.	5,679	$355K	0.0%	-76.5%	0.001%
2/17/2026	Caisse de depot et placement du Quebec	366,999	$22.94M	0.0%	+249.6%	0.066%

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 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), 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 37,352,649 shares in the last 24 months. This purchase volume represents approximately $2.37B in transactions.

Of the 181 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 32,590,803 shares in the last 24 months. This volume of shares sold represents approximately $2.05B in transactions.

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This page (NYSE:SLF) was last updated on 5/31/2026 by MarketBeat.com Staff.

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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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