Sun Life Financial Ownership | Who Owns Sun Life Financial?

Sun Life Financial Ownership Summary

Sun Life Financial is owned by 27.71% institutional investors, 0.05% insiders, and 72.24% retail investors. Royal bank of canada is the largest institutional shareholder, holding 8.92% 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	27.71%	0.05%	72.24%
Sector	Financial Services Stocks	32.03%	15.42%	52.55%
Industry	Diversified Insurance Stocks	36.36%	7.12%	56.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Royal bank of canada	50.38M	8.92%	$3.02B
Vanguard group	25.88M	4.52%	$1.62B
Td asset management	15.34M	2.68%	$959.15M
Bank of montreal /can/	10.33M	1.80%	$645.06M
1832 asset management	10.18M	1.80%	$610.98M
Mackenzie financial	9.08M	1.61%	$544.84M
Manufacturers life insurance company, the	7.97M	1.41%	$478.63M
National bank of canada /fi/	7.20M	1.27%	$431.40M
Cibc world market	6.70M	1.17%	$418.20M
Norges bank	6.38M	1.11%	$398.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Value partners investments	1.12M	5.39%	$70.25M
Qv investors	798.51K	4.08%	$49.91M
Intact investment management	2.01M	3.61%	$125.60M
Letko, brosseau & associates	3.21M	3.28%	$200.53M
Kraematon investment advisors	42.82K	2.13%	$2.67M
Nicola wealth management	366.90K	2.08%	$22.91M
Cardinal capital management	1.07M	2.07%	$92.05M
Lorne steinberg wealth management	127.17K	1.83%	$7.95M
Bank of nova scotia trust	310.26K	1.68%	$19.36M
Mufg securities (canada)	931.88K	1.56%	$55.95M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.38M	0.04%	6.38M
Morgan stanley	3.95M	0.01%	1.83M
Cibc world market	6.70M	0.67%	1.68M
Healthcare of ontario pension plan trust fund	1.41M	0.15%	1.00M
Canada pension plan investment board	3.78M	0.16%	953.50K

Top Sellers

Holder	Shares	% Assets	Change
Cibc asset management	1.35M	0.20%	-2.09M
Mackenzie financial	9.08M	0.66%	-1.88M
Sumitomo mitsui trust	-	-	-1.50M
Bank of nova scotia	4.71M	0.50%	-1.44M
Picton mahoney asset management	-	-	-1.32M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.38M	0.04%	6.38M	$398.04M
Nearwater capital markets	490.00K	0.39%	490.00K	$29.43M
Axa investment managers	250.96K	0.04%	250.96K	$15.07M
Jefferies financial group	129.00K	0.04%	129.00K	$8.05M
Pdt partners	44.02K	0.17%	44.02K	$2.64M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	413	-5.28%	259,252,956	-2.73%	44	2.27%	193	8.43%	102	-26.62%

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	4.62M	0.82%	-214.40K
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 Core MSCI Canadian Qual Div ETF	3.12M	0.56%	-
iShares S&P/TSX 60 ETF	2.99M	0.53%	-
TD Canadian Equity Fund	2.99M	0.53%	-

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 27.71%, followed by 0.05% insiders and 72.24% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 36.36%, 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 (50.38M shares, 8.92%), Vanguard group (25.88M shares, 4.52%), and Td asset management (15.34M shares, 2.68%). Together, they hold 16.12% 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 5.39% of its assets in 1.12M Sun Life Financial shares, valued at 70.25M$.

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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