Sun Life Financial SLF Institutional Ownership

NYSE SLF

$81.28 +0.40 (+0.49%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

494 Institutions

Increased 258 52.2%

Unchanged 105 21.3%

Reduced 131 26.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

45.08%

▲+0.83 pp QoQ

Shares Held by Institutions

253.79Mn

of 563.00Mn outstanding

▲+2.99% QoQ

Shares Outstanding

563.00Mn

309.21Mn held outside 13F filers

Institutional Investors

494

filed 13F for Jun 2026

▲+45 vs prior quarter

Net Shares Added (QoQ)

+7.37Mn

accumulated since last quarter

Value of Holdings

$20.63Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sun Life Financial Inc (NYSE:SLF) has 493 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 45.1% of Sun Life Financial's outstanding shares in June 2026, up from 44.3% in March 2026.
They increased total shares held in SLF by 2.99% quarter over quarter, and investors in Sun Life Financial increased 9.8% from a year ago.
During the quarter, 258 of these 493 funds increased positions in SLF, 130 reduced exposure, and 105 held steady.
Altogether, these fund groups held 253.78Mn shares in SLF by June 2026, up by 7.37Mn shares quarter on quarter, and down 75.73Mn shares year over year.
Royal Bank Of Canada is the top holder of Sun Life Financial as of June 30, 2026, with 41.55Mn shares representing 7.38% of outstanding stock.
The biggest buyers of Sun Life Financial for the quarter ending June 2026 included NORGES BANK (6.37Mn), FIL Ltd (5.91Mn), CIBC Asset Management Inc (2.48Mn), Sixth Street Partners Management Company, L.P. (1.85Mn), Bank Of Montreal /Can/ (1.85Mn).
The biggest sellers of Sun Life Financial for the quarter ending June 2026 included TD ASSET MANAGEMENT INC (3.92Mn), Toronto Dominion Bank (3.41Mn), MANUFACTURERS LIFE INSURANCE COMPANY, THE (3.21Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.4Mn), CIBC WORLD MARKET INC. (1.24Mn).
Business Quant data shows the 10 biggest positions in Sun Life Financial as of June 2026 are held by Royal Bank Of Canada (41.55Mn), VANGUARD CAPITAL MANAGEMENT LLC (16.05Mn), Bank Of Montreal /Can/ (12.23Mn), TD ASSET MANAGEMENT INC (10.1Mn), CIBC WORLD MARKET INC. (8.08Mn), 1832 Asset Management L.P. (7.97Mn), Bank Of Nova Scotia (6.93Mn), GEODE CAPITAL MANAGEMENT, LLC (6.46Mn), NORGES BANK (6.37Mn), MACKENZIE FINANCIAL CORP (6.24Mn).

Form 13F Holdings

494 Institutional Holders

Report period 30 Jun, 2026

Total shares held 253.79Mn

Of outstanding 45.08%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Royal Bank Of Canada	0001000275	41,552,120	7.38%	▼95,548	-0.23%	$3.26Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	16,048,272	2.85%	▲73,621	+0.46%	$1.26Bn
3	Bank Of Montreal /Can/	0000927971	12,232,736	2.17%	▲1,848,886	+17.81%	$959.46Mn
4	TD ASSET MANAGEMENT INC	0001056053	10,101,426	1.79%	▼3,921,572	-27.97%	$792.81Mn
5	CIBC WORLD MARKET INC.	0001421224	8,076,018	1.43%	▼1,240,421	-13.31%	$633.51Mn
6	1832 Asset Management L.P.	0000944388	7,965,126	1.41%	▼1,098,752	-12.12%	$624.63Mn
7	Bank Of Nova Scotia	0000009631	6,930,024	1.23%	▲60,744	+0.88%	$544.05Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	6,460,912	1.15%	▲674,856	+11.66%	$526.43Mn
9	NORGES BANK	0001374170	6,370,400	1.13%	▲6,370,400	0.00%	$499.65Mn
10	MACKENZIE FINANCIAL CORP	0000919859	6,244,664	1.11%	▲142,127	+2.33%	$695.34Mn
11	FMR LLC	0000315066	6,004,087	1.07%	▲157,188	+2.69%	$471.39Mn
12	FIL Ltd	0000318989	5,916,829	1.05%	▲5,913,508	+178,064.08%	$464.54Mn
13	NATIONAL BANK OF CANADA /FI/	0000926171	5,850,227	1.04%	▼828,814	-12.41%	$457.77Mn
14	TD Waterhouse Canada Inc.	0001999606	5,506,035	0.98%	▼22,099	-0.40%	$433.83Mn
15	Federation des caisses Desjardins du Quebec	0002022297	5,324,854	0.95%	▼157,299	-2.87%	$415.57Mn
16	VANGUARD FIDUCIARY TRUST CO	0000933478	4,909,410	0.87%	▼1,098	-0.02%	$385.45Mn
17	Vanguard Global Advisers, LLC	0001811242	4,281,703	0.76%	▲328,575	+8.31%	$336.17Mn
18	CIBC Asset Management Inc	0001021926	3,839,581	0.68%	▲2,480,709	+182.56%	$300.87Mn
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	3,739,937	0.66%	▼3,205,327	-46.15%	$293.05Mn
20	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	3,735,388	0.66%	▼256,542	-6.43%	$292.98Mn

Showing 1 to 20 of 494 holders