Sun Life Financial Ownership | Who Owns Sun Life Financial?

Sun Life Financial Ownership Summary

Sun Life Financial is owned by 46.26% institutional investors, 0.06% insiders, and 53.69% retail investors. Royal bank of canada is the largest institutional shareholder, holding 7.59% of SLF shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.48% of its assets in Sun Life Financial shares.

SLF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sun Life Financial	46.26%	0.06%	53.69%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Diversified Insurance Stocks	59.44%	6.40%	34.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Royal bank of canada	43.88M	7.59%	$2.60B
Vanguard group	24.23M	4.19%	$1.44B
Td asset management	15.73M	2.72%	$933.24M
Mackenzie financial	10.96M	1.92%	$729.54M
Bank of montreal /can/	10.88M	1.88%	$645.09M
1832 asset management	10.14M	1.77%	$673.52M
Manufacturers life insurance company, the	9.45M	1.64%	$562.12M
Cibc asset management	7.19M	1.24%	$427.71M
National bank of canada /fi/	6.72M	1.18%	$445.90M
Norges bank	6.44M	1.11%	$382.18M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Qv investors	1.19M	7.78%	$79.33M
Value partners investments	1.12M	5.80%	$74.22M
Letko, brosseau & associates	2.75M	3.49%	$182.53M
Kraematon investment advisors	44.42K	2.61%	$2.64M
Jcic asset management	108.33K	2.61%	$6.43M
Cardinal capital management	1.14M	2.37%	$75.71M
Bank of nova scotia trust	310.15K	2.03%	$20.61M
Lorne steinberg wealth management	116.27K	2.02%	$7.74M
Mufg securities (canada)	958.51K	1.94%	$63.69M
Federation des caisses desjardins du quebec	6.41M	1.93%	$379.31M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.44M	0.05%	6.44M
National bank of canada /fi/	6.72M	0.42%	1.59M
Wellington management group llp	1.35M	0.01%	1.29M
Royal bank of canada	43.88M	0.52%	1.05M
Geode capital management	3.47M	0.02%	812.69K

Top Sellers

Holder	Shares	% Assets	Change
Federation des caisses desjardins du quebec	6.41M	1.93%	-3.52M
Bank of montreal /can/	10.88M	0.30%	-3.03M
Sumitomo mitsui trust	-	-	-1.50M
Canada pension plan investment board	2.82M	0.16%	-1.40M
Legal & general group	3.66M	0.06%	-1.27M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.44M	0.05%	6.44M	$382.18M
Healthcare of ontario pension plan trust fund	400.00K	0.05%	400.00K	$26.63M
Exoduspoint capital management, lp	20.73K	0.01%	20.73K	$1.38M
Wetherby asset management	20.70K	0.06%	20.70K	$1.38M
Hilltop national bank	20.24K	0.35%	20.24K	$1.34M

Sold Out

Holder	Change
Clearstead advisors	-2.00
Beaird harris wealth management	-9.00
Johnson financial group	-21.00
Global wealth strategies & associates	-24.00
Oliver lagore vanvalin investment group	-45.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	454	5.58%	264,594,911	3.05%	46	2.30%	212	17.13%	133	5.56%
Mar 31, 2025	427	-5.53%	256,744,073	-2.40%	44	2.17%	179	-13.53%	127	11.40%
Dec 31, 2024	413	-5.28%	259,252,956	-2.73%	44	2.27%	193	8.43%	102	-26.62%
Sep 30, 2024	432	5.88%	266,497,595	-1.52%	44	2.07%	176	15.79%	137	-4.86%
Jun 30, 2024	402	-6.94%	268,237,296	0.12%	45	2.18%	148	-27.09%	144	24.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	8.34M	1.48%	2.98K
RBC Canadian Dividend Fund A	5.86M	1.04%	-
Vanguard Developed Markets Index Admiral	5.25M	0.93%	60.63K
Scotia Canadian Dividend A	4.84M	0.86%	-161.50K
GMO Intl Op Value Composite	4.69M	0.82%	4.69M
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	4.32M	0.77%	5.45K
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A	4.34M	0.76%	270.33K
iShares S&P/TSX 60 ETF	3.08M	0.55%	-43.95K
TD Canadian Equity Fund	2.99M	0.53%	-
TD Canadian Equity - I	2.90M	0.51%	-

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 46.26%, followed by 0.06% insiders and 53.68% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 59.44%, 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 (43.88M shares, 7.59%), Vanguard group (24.23M shares, 4.19%), and Td asset management (15.73M shares, 2.72%). Together, they hold 14.51% 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?

Qv investors is Sun Life Financial’s biggest shareholder by percentage of total assets invested, with 7.78% of its assets in 1.19M Sun Life Financial shares, valued at 79.33M$.

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 1.48% of its total shares outstanding invested in 8.34M Sun Life Financial shares.

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