Sun Life Financial Inc (SLF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

405,390,230Shares Outstanding

2,517,017Shares held by institutions

$170,729,263Value of institutional holdings

59.72%Institutional ownership %

2.17%Shares Changed QoQ

405No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 405 institutions have reported a stake in Sun Life Financial Inc (NYSE:SLF) as of December 2025, according to recent 13F filings with the SEC.

Sun Life Financial saw its institutional ownership percentage fell to 59.7% in December 2025 from 61.6% in September 2025.
In percentage terms, this reflects as a holdings change of 2.17% quarter on quarter, and a decrease of 6.03% year over year.
The latest 13F cycle for Sun Life Financial reveals that of 405 total investors, 183 funds grew their exposure, whereas 130 reduced theirs and 92 made no changes.
The total number of shares held by institutions in Sun Life Financial increased to 242.10Mn as of December 2025, a net change of up by 5.15Mn shares quarter on quarter, and down 6.11Mn shares year over year.
As of December 31, 2025, ROYAL BANK OF CANADA held Sun Life Financial's largest shareholding position with over 45.30Mn shares, representing 11.17% of total outstanding shares.
Among the most significant buyers of Sun Life Financial during December 2025 were NORGES BANK (6.38Mn), MORGAN STANLEY (1.83Mn), BANK OF NOVA SCOTIA (1.28Mn), WELLINGTON MANAGEMENT GROUP LLP (1.24Mn), CANADA PENSION PLAN INVESTMENT BOARD (1.20Mn).
Leading sellers of Sun Life Financial stock in December 2025 included ROYAL BANK OF CANADA (5.08Mn), CIBC Asset Management Inc (2.09Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.33Mn), Beutel, Goodman & Co Ltd. (1.09Mn), Connor, Clark & Lunn Investment Management Ltd. (919.88K).
The top 10 institutional holders of Sun Life Financial for the quarter ending December 2025 included ROYAL BANK OF CANADA (45.30Mn), VANGUARD GROUP INC (25.88Mn), TD ASSET MANAGEMENT INC (15.34Mn), BANK OF MONTREAL /CAN/ (10.33Mn), 1832 Asset Management L.P. (10.21Mn), MANUFACTURERS LIFE INSURANCE COMPANY, THE (7.65Mn), CIBC WORLD MARKET INC. (6.70Mn), NORGES BANK (6.38Mn), NATIONAL BANK OF CANADA /FI/ (6.32Mn), TORONTO DOMINION BANK (6.24Mn).

405 Institutional Holders

2,517,017 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ROYAL BANK OF CANADA	31 Dec, 2025	45,298,133	-5,082,424	-10.09%	$2,826,604,000.00
VANGUARD GROUP INC	31 Dec, 2025	25,884,084	534,772	2.11%	$1,615,788,059.00
TD ASSET MANAGEMENT INC	31 Dec, 2025	15,344,924	-376,575	-2.40%	$959,148,706.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	10,333,278	517,007	5.27%	$645,057,226.00
1832 Asset Management L.P.	31 Dec, 2025	10,208,238	30,259	0.30%	$636,994,051.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	7,651,567	-317,381	-3.98%	$478,643,529.00
CIBC WORLD MARKET INC.	31 Dec, 2025	6,698,719	733,851	12.30%	$418,201,027.00
NORGES BANK	31 Dec, 2025	6,376,216	6,376,216	0.00%	$398,036,743.00
NATIONAL BANK OF CANADA /FI/	31 Dec, 2025	6,318,169	-879,332	-12.22%	$393,840,820.00
TORONTO DOMINION BANK	31 Dec, 2025	6,241,385	459,294	7.94%	$389,623,849.00
BANK OF NOVA SCOTIA	31 Dec, 2025	5,991,249	1,277,583	27.10%	$373,984,009.00
Federation des caisses Desjardins du Quebec	31 Dec, 2025	5,574,031	-74,950	-1.33%	$347,837,445.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,529,609	347,041	6.70%	$353,181,445.00
FMR LLC	31 Dec, 2025	5,373,177	5,506	0.10%	$335,414,925.00
CANADA PENSION PLAN INVESTMENT BOARD	31 Dec, 2025	4,980,720	1,202,852	31.84%	$310,922,586.00
MORGAN STANLEY	31 Dec, 2025	3,952,646	1,834,772	86.63%	$246,645,125.00
Legal & General Group Plc	31 Dec, 2025	3,896,312	36,698	0.95%	$243,541,964.00
SCOTIA CAPITAL INC.	31 Dec, 2025	3,274,447	-29,286	-0.89%	$204,208,642.00
LETKO, BROSSEAU & ASSOCIATES INC	31 Dec, 2025	3,208,223	13,219	0.41%	$200,532,954.00
Beutel, Goodman & Co Ltd.	31 Dec, 2025	3,173,364	-1,091,806	-25.60%	$198,353.00

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