Sun Life Financial Ownership | Who Owns Sun Life Financial?

Sun Life Financial Ownership Summary

Sun Life Financial is owned by 15.82% institutional investors, 0.06% insiders, and 84.12% retail investors. Royal bank of canada is the largest institutional shareholder, holding 7.27% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Sun Life Financial	15.82%	0.06%	84.12%
Sector	Financial Services Stocks	37.04%	15.58%	47.38%
Industry	Diversified Insurance Stocks	40.80%	12.14%	47.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Royal bank of canada	41.65M	7.27%	$2.61B
Vanguard group	25.88M	4.52%	$1.62B
Td asset management	14.02M	2.45%	$875.72M
Bank of montreal /can/	10.38M	1.81%	$650.65M
Cibc world market	9.32M	1.63%	$583.49M
1832 asset management	9.06M	1.58%	$567.04M
Toronto dominion bank	7.05M	1.23%	$441.76M
Manufacturers life insurance company, the	6.95M	1.21%	$434.71M
Bank of nova scotia	6.87M	1.20%	$430.24M
National bank of canada /fi/	6.68M	1.17%	$417.15M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Value partners investments	1.13M	5.37%	$70.41M
Cardinal capital management	2.23M	3.76%	$139.36M
Letko, brosseau & associates	3.26M	3.29%	$203.86M
Nicola wealth management	394.40K	2.97%	$24.70M
Qv investors	516.51K	2.61%	$32.26M
Lorne steinberg wealth management	153.75K	2.28%	$9.63M
Kraematon investment advisors	42.98K	2.19%	$2.69M
Bank of nova scotia trust	353.73K	1.90%	$22.13M
Mufg securities (canada)	821.56K	1.48%	$51.38M
Beutel, goodman	2.91M	1.23%	$181.54M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.38M	0.04%	6.38M
Vanguard fiduciary trust	4.91M	0.08%	4.91M
Vanguard global advisers	3.95M	0.13%	3.95M
Td waterhouse canada	5.53M	1.03%	3.34M
Cibc world market	9.32M	0.95%	2.62M

Top Sellers

Holder	Shares	% Assets	Change
Royal bank of canada	41.65M	0.46%	-3.65M
Intact investment management	407.71K	0.73%	-1.60M
Sumitomo mitsui trust	-	-	-1.50M
Td asset management	14.02M	0.71%	-1.32M
Connor, clark & lunn investment management	1.49M	0.21%	-1.26M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.38M	0.04%	6.38M	$398.04M
Vanguard fiduciary trust	4.91M	0.08%	4.91M	$307.63M
Vanguard global advisers	3.95M	0.13%	3.95M	$247.66M
Picton mahoney asset management	1.37M	0.64%	1.37M	$86.16M
Vanguard asset management	1.12M	0.06%	1.12M	$69.88M

Sold Out

Holder	Change
Clearstead advisors	-2.00
High note wealth	-2.00
Physician wealth advisors	-8.00
Bayforest capital	-8.00
Beaird harris wealth management	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	272	-39.42%	90,573,280	-63.89%	15	0.82%	130	-35.32%	55	-60.43%
Dec 31, 2025	349	-22.27%	158,707,668	-36.54%	27	1.41%	148	-23.32%	110	-22.54%
Sep 30, 2025	427	-6.56%	248,966,660	-5.84%	44	2.06%	183	-14.49%	136	3.03%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	8.16M	1.47%	-85.14K
Vanguard Developed Markets Index Admiral	5.39M	0.97%	-11.88K
RBC Canadian Dividend Fund A	5.00M	0.90%	-
Scotia Canadian Dividend A	4.65M	0.84%	-67.74K
GMO Intl Op Value Composite	4.69M	0.82%	4.69M
iShares Core MSCI Canadian Qual Div ETF	4.45M	0.80%	18.12K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	4.10M	0.74%	-28.15K
Fidelity Series Canada	3.45M	0.62%	-155.58K
iShares Core S&P/TSX Capped Compost ETF	3.28M	0.59%	-
iShares S&P/TSX 60 ETF	3.13M	0.56%	-6.44K

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 15.82%, followed by 0.06% insiders and 84.12% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 40.80%, 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 (41.65M shares, 7.27%), Vanguard group (25.88M shares, 4.52%), and Td asset management (14.02M shares, 2.45%). Together, they hold 14.24% 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 5.37% of its assets in 1.13M Sun Life Financial shares, valued at 70.41M$.

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 8.16M Sun Life Financial shares.

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