Sun Life Financial SLF Institutional Ownership

NYSE SLF

$78.75 -0.60 (-0.76%)

As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

490 Institutions

Increased 256 52.2%

Unchanged 104 21.2%

Reduced 130 26.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

44.75%

▲+0.56 pp QoQ

Shares Held by Institutions

251.93Mn

of 563.00Mn outstanding

▲+1.27% QoQ

Shares Outstanding

563.00Mn

311.07Mn held outside 13F filers

Institutional Investors

490

filed 13F for Jun 2026

▲+42 vs prior quarter

Net Shares Added (QoQ)

+3.16Mn

accumulated since last quarter

Value of Holdings

$19.79Bn

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

Updated Oct 11, 2026

Sun Life Financial Inc (NYSE:SLF) was held by 490 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Together they owned 44.75% of the outstanding stock in Q2 2026, up from 44.19% a quarter earlier.
Total holdings of SLF shares rose 1.27% from Q1 2026, and the holder count rose 9.62% from Q2 2025.
Of the 490 holders of SLF in Q2 2026, 256 added to their positions, 130 reduced their stakes and 104 left their positions unchanged.
Institutional investors held 251.93Mn shares of Sun Life Financial in total at the end of Q2 2026, up 3.16Mn from the prior quarter and down 11.75Mn from a year earlier.
As of June 30, 2026, the biggest holder of Sun Life Financial was Royal Bank of Canada with 41.55Mn shares, or 7.38% of shares outstanding.
Among existing holders, the largest additions to Sun Life Financial in Q2 2026 came from FIL Ltd (+5.91Mn shares), CIBC Asset Management Inc (+2.48Mn shares), Bank of Montreal (+1.85Mn shares), Fiera Capital Corp (+824.69K shares) and Picton Mahoney Asset Management (+686.36K shares).
The biggest cuts to SLF positions during Q2 2026 came from TD Asset Management Inc (-3.92Mn shares), Toronto Dominion Bank (-3.41Mn shares), Manufacturers Life Insurance Company, The (-3.21Mn shares), Healthcare of Ontario Pension Plan Trust Fund (-1.4Mn shares) and CIBC World Market Inc. (-1.24Mn shares).
Per Business Quant data, the 10 largest holders of Sun Life Financial at the end of Q2 2026 were Royal Bank of Canada (41.55Mn shares), Vanguard Capital Management LLC (16.05Mn shares), Bank of Montreal (12.23Mn shares), TD Asset Management Inc (10.1Mn shares), CIBC World Market Inc. (8.08Mn shares), 1832 Asset Management L.P. (7.97Mn shares), Bank of Nova Scotia (6.93Mn shares), Geode Capital Management, LLC (6.46Mn shares), Norges Bank (6.37Mn shares) and Mackenzie Financial Corp (6.24Mn shares).

Form 13F Holdings

492 Institutional Holders

Report period 30 Jun, 2026

Total shares held 251.93Mn

Of outstanding 44.75%

#	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 492 holders