Sun Life Financial Ownership | Who Owns Sun Life Financial?


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Sun Life Financial Ownership Summary


Sun Life Financial is owned by 44.30% institutional investors, 0.05% insiders, and 55.65% retail investors. Royal bank of canada is the largest institutional shareholder, holding 7.26% of SLF shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.47% of its assets in Sun Life Financial shares.

SLF Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSun Life Financial44.30%0.05%55.65%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryDiversified Insurance Stocks51.35%11.81%36.83%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Royal bank of canada41.55M7.26%$3.26B
Vanguard group25.88M4.52%$1.62B
Vanguard capital management16.05M2.80%$1.26B
Bank of montreal /can/12.23M2.14%$959.46M
Td asset management10.10M1.76%$792.81M
Cibc world market8.08M1.41%$633.51M
1832 asset management7.97M1.39%$624.63M
Bank of nova scotia6.93M1.21%$544.05M
Geode capital management6.46M1.13%$526.43M
Norges bank6.37M1.11%$499.65M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Value partners investments921.23K5.04%$72.19M
Letko, brosseau & associates3.14M3.65%$246.79M
Qv investors487.30K2.94%$38.25M
Lorne steinberg wealth management166.93K2.69%$13.10M
Kraematon investment advisors42.87K2.50%$3.36M
Cardinal capital management1.17M2.22%$91.58M
Bank of nova scotia trust339.46K2.21%$26.62M
Nicola wealth management204.80K1.85%$16.07M
Mufg securities (canada)783.68K1.66%$61.43M
Intact investment management699.72K1.56%$54.93M

Top Buyers

HolderShares% AssetsChange
Norges bank6.37M0.05%6.37M
Fil5.92M0.33%5.91M
Cibc asset management3.84M0.66%2.48M
Sixth street partners management company1.85M0.02%1.85M
Bank of montreal /can/12.23M0.32%1.85M

Top Sellers

HolderShares% AssetsChange
Td asset management10.10M0.69%-3.92M
Toronto dominion bank3.64M0.33%-3.41M
Manufacturers life insurance company, the3.74M0.23%-3.21M
Sumitomo mitsui trust---1.50M
Healthcare of ontario pension plan trust fund200.00K0.02%-1.40M

New Positions

HolderShares% AssetsChangeValue
Norges bank6.37M0.05%6.37M$499.65M
Sixth street partners management company1.85M0.02%1.85M$145.29M
Polar asset management partners1.00M1.29%1.00M$78.48M
Mufg securities emea600.00K0.49%600.00K$47.03M
Nearwater capital markets490.00K0.39%490.00K$29.43M

Sold Out

HolderChange
High note wealth-2.00
Bayforest capital-8.00
Beaird harris wealth management-9.00
Private wealth asset management-18.00
Johnson financial group-21.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202651210.58%253,679,7692.00%442.35%25612.28%13012.07%
Mar 31, 2026272-39.42%90,573,280-63.89%150.82%130-35.32%55-60.43%
Dec 31, 2025349-22.27%158,707,668-36.54%271.41%148-23.32%110-22.54%
Sep 30, 2025427-6.56%248,966,660-5.84%442.06%183-14.49%1363.03%
Jun 30, 20254545.58%264,594,9113.05%462.30%21217.13%1335.56%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Intl Stock Index Inv8.14M1.47%-42.64K
Vanguard Developed Markets Index Admiral5.42M0.98%-26.32K
RBC Canadian Dividend Fund A5.00M0.90%-
GMO Intl Op Value Composite4.69M0.82%4.69M
iShares Core MSCI Canadian Qual Div ETF4.51M0.81%3.40K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII4.10M0.74%-17.70K
Scotia Canadian Dividend A3.88M0.70%-188.80K
Fidelity Series Canada3.55M0.64%-14.60K
iShares Core S&P/TSX Capped Compost ETF3.49M0.63%1.24K
iShares S&P/TSX 60 ETF3.32M0.60%6.48K

SLF Ownership FAQ


Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 44.30%, followed by 0.05% insiders and 55.65% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 51.35%, which Sun Life Financial falls below.

Who owns the most shares of Sun Life Financial?

Sun Life Financial’s largest shareholders are Royal bank of canada (41.55M shares, 7.26%), Vanguard group (25.88M shares, 4.52%), and Vanguard capital management (16.05M shares, 2.80%). Together, they hold 14.58% of Sun Life Financial’s total shares outstanding.

Does Blackrock own Sun Life Financial?

BlackRock is not among the top 10 institutional shareholders of Sun Life Financial.

Who is Sun Life Financial’s biggest shareholder by percentage of total assets invested?

Value partners investments is Sun Life Financial’s biggest shareholder by percentage of total assets invested, with 5.04% of its assets in 921.23K Sun Life Financial shares, valued at 72.19M$.

Who is the top mutual fund holder of Sun Life Financial shares?

Vanguard Total Intl Stock Index Inv is the top mutual fund holder of Sun Life Financial shares, with 1.47% of its total shares outstanding invested in 8.14M Sun Life Financial shares.

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