Sun Life Financial Ownership | Who Owns Sun Life Financial?
Sun Life Financial Ownership Summary
Sun Life Financial is owned by 44.06% institutional investors, 0.07% insiders, and 55.87% 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 | 44.06% | 0.07% | 55.87% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Diversified Insurance Stocks | 41.36% | 7.12% | 51.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 50.38M | 8.92% | $3.02B |
| Vanguard group | 25.35M | 4.49% | $1.52B |
| Td asset management | 15.72M | 2.78% | $944.26B |
| 1832 asset management | 10.18M | 1.80% | $610.98M |
| Bank of montreal /can/ | 9.82M | 1.74% | $589.33M |
| 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 |
| Norges bank | 6.44M | 1.11% | $382.18M |
| Toronto dominion bank | 5.78M | 1.02% | $347.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Value partners investments | 1.12M | 5.48% | $67.18M |
| Qv investors | 1.00M | 5.21% | $60.23M |
| Letko, brosseau & associates | 3.20M | 3.30% | $191.90M |
| Intact investment management | 1.27M | 2.31% | $76.33M |
| Kraematon investment advisors | 42.87K | 2.20% | $2.57M |
| Cardinal capital management | 1.15M | 1.99% | $68.81M |
| Nicola wealth management | 356.80K | 1.91% | $21.43M |
| Bank of nova scotia trust | 312.08K | 1.74% | $18.73M |
| Lorne steinberg wealth management | 117.83K | 1.70% | $7.07M |
| Mufg securities (canada) | 931.88K | 1.56% | $55.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.44M | 0.05% | 6.44M |
| Healthcare of ontario pension plan trust fund | 1.41M | 0.15% | 1.00M |
| Canada pension plan investment board | 3.78M | 0.16% | 953.50K |
| Intact investment management | 1.27M | 2.31% | 882.07K |
| Fmr | 5.37M | 0.02% | 653.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cibc asset management | 3.43M | 0.60% | -2.10M |
| 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 | 6.44M | 0.05% | 6.44M | $382.18M |
| Nearwater capital markets | 490.00K | 0.39% | 490.00K | $29.43M |
| Axa investment managers | 250.96K | 0.04% | 250.96K | $15.07M |
| Mufg securities emea | 200.00K | 0.30% | 200.00K | $12.01M |
| Pdt partners | 44.02K | 0.17% | 44.02K | $2.64M |
Sold Out
| Holder | Change |
|---|---|
| High note wealth | -2.00 |
| Clearstead advisors | -2.00 |
| Physician wealth advisors | -8.00 |
| Beaird harris wealth management | -9.00 |
| Johnson financial group | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 432 | 5.88% | 266,497,595 | -1.52% | 44 | 2.07% | 176 | 15.79% | 137 | -4.86% |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools