Sun Life Financial Ownership | Who Owns Sun Life Financial?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Life Financial | 44.30% | 0.05% | 55.65% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Diversified Insurance Stocks | 51.35% | 11.81% | 36.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 41.55M | 7.26% | $3.26B |
| Vanguard group | 25.88M | 4.52% | $1.62B |
| Vanguard capital management | 16.05M | 2.80% | $1.26B |
| Bank of montreal /can/ | 12.23M | 2.14% | $959.46M |
| Td asset management | 10.10M | 1.76% | $792.81M |
| Cibc world market | 8.08M | 1.41% | $633.51M |
| 1832 asset management | 7.97M | 1.39% | $624.63M |
| Bank of nova scotia | 6.93M | 1.21% | $544.05M |
| Geode capital management | 6.46M | 1.13% | $526.43M |
| Norges bank | 6.37M | 1.11% | $499.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Value partners investments | 921.23K | 5.04% | $72.19M |
| Letko, brosseau & associates | 3.14M | 3.65% | $246.79M |
| Qv investors | 487.30K | 2.94% | $38.25M |
| Lorne steinberg wealth management | 166.93K | 2.69% | $13.10M |
| Kraematon investment advisors | 42.87K | 2.50% | $3.36M |
| Cardinal capital management | 1.17M | 2.22% | $91.58M |
| Bank of nova scotia trust | 339.46K | 2.21% | $26.62M |
| Nicola wealth management | 204.80K | 1.85% | $16.07M |
| Mufg securities (canada) | 783.68K | 1.66% | $61.43M |
| Intact investment management | 699.72K | 1.56% | $54.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.37M | 0.05% | 6.37M |
| Fil | 5.92M | 0.33% | 5.91M |
| Cibc asset management | 3.84M | 0.66% | 2.48M |
| Sixth street partners management company | 1.85M | 0.02% | 1.85M |
| Bank of montreal /can/ | 12.23M | 0.32% | 1.85M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Td asset management | 10.10M | 0.69% | -3.92M |
| Toronto dominion bank | 3.64M | 0.33% | -3.41M |
| Manufacturers life insurance company, the | 3.74M | 0.23% | -3.21M |
| Sumitomo mitsui trust | - | - | -1.50M |
| Healthcare of ontario pension plan trust fund | 200.00K | 0.02% | -1.40M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.37M | 0.05% | 6.37M | $499.65M |
| Sixth street partners management company | 1.85M | 0.02% | 1.85M | $145.29M |
| Polar asset management partners | 1.00M | 1.29% | 1.00M | $78.48M |
| Mufg securities emea | 600.00K | 0.49% | 600.00K | $47.03M |
| Nearwater capital markets | 490.00K | 0.39% | 490.00K | $29.43M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 512 | 10.58% | 253,679,769 | 2.00% | 44 | 2.35% | 256 | 12.28% | 130 | 12.07% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 8.14M | 1.47% | -42.64K |
| Vanguard Developed Markets Index Admiral | 5.42M | 0.98% | -26.32K |
| RBC Canadian Dividend Fund A | 5.00M | 0.90% | - |
| GMO Intl Op Value Composite | 4.69M | 0.82% | 4.69M |
| iShares Core MSCI Canadian Qual Div ETF | 4.51M | 0.81% | 3.40K |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 4.10M | 0.74% | -17.70K |
| Scotia Canadian Dividend A | 3.88M | 0.70% | -188.80K |
| Fidelity Series Canada | 3.55M | 0.64% | -14.60K |
| iShares Core S&P/TSX Capped Compost ETF | 3.49M | 0.63% | 1.24K |
| iShares S&P/TSX 60 ETF | 3.32M | 0.60% | 6.48K |
SLF Ownership FAQ
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