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SLF

Sun Life Financial Inc
$79.91 -0.38 (-0.47%) At close · Jul 10
Market Cap
$44.29B
Shares
554,299,767

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 454
Total Value: $16,031,639,875
Total Shares: 255,900,930
Showing 1–100 of 465 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding SLF

All superinvestors →
Ray Dalio $15,679,725 Joel Greenblatt $662,260

Holder Concentration

Across 451 13F filers
Top Holder
17.2%
Jun 2023 → Mar 2026 · range 15.6% – 20.3%
of institutional value
Top 5
36.8%
Jun 2023 → Mar 2026 · range 36.8% – 44.1%
of institutional value
Top 10
51.6%
Jun 2023 → Mar 2026 · range 51.6% – 58.5%
of institutional value
HHI
493
Jun 2023 → Mar 2026 · range 493 – 660
Broadly held
Showing 100 of 465
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega ROYAL BANK OF CANADA Bank $2,605,478,106 16.25% 41,647,668
Mega VANGUARD CAPITAL MANAGEMENT LLC $999,374,166 6.23% 15,974,651
Mega TD Asset Management Inc $877,278,754 5.47% 14,022,998
Mega BANK OF MONTREAL /CAN/ Bank $649,613,652 4.05% 10,383,850
Large CIBC WORLD MARKET INC. $582,836,423 3.64% 9,316,439
Large 1832 Asset Management L.P. $567,036,207 3.54% 9,063,878
Large TORONTO DOMINION BANK Bank $441,071,583 2.75% 7,050,377
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $434,495,715 2.71% 6,945,264
Large BANK OF NOVA SCOTIA Bank $429,742,155 2.68% 6,869,280
Large NATIONAL BANK OF CANADA /FI/ Bank $417,840,803 2.61% 6,679,041
Large MACKENZIE FINANCIAL CORP $381,774,714 2.38% 6,102,537
Mega FMR LLC $365,781,999 2.28% 5,846,899
Mega GEODE CAPITAL MANAGEMENT, LLC $361,975,662 2.26% 5,786,056
Large TD Waterhouse Canada Inc. $345,840,063 2.16% 5,528,134
Large Federation des caisses Desjardins du Quebec $342,963,490 2.14% 5,482,153
Mega VANGUARD FIDUCIARY TRUST CO Bank $307,201,380 1.92% 4,910,508
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $249,735,140 1.56% 3,991,930
Mega Vanguard Global Advisers, LLC $247,307,687 1.54% 3,953,128
Mega Legal & General Group Plc $239,588,283 1.49% 3,829,736
Mid LETKO, BROSSEAU & ASSOCIATES INC $204,221,364 1.27% 3,264,408
Large SCOTIA CAPITAL INC. $204,133,154 1.27% 3,262,998
Mega MORGAN STANLEY $186,828,804 1.17% 2,986,394
Large Beutel, Goodman & Co Ltd. $181,867,675 1.13% 2,907,092
Mega JPMORGAN CHASE & CO $173,028,567 1.08% 2,765,802
Large Fiera Capital Corp $144,012,807 0.90% 2,301,995
Mega ROYAL BANK OF CANADA Bank $138,833,152 0.87% 2,219,200
Mega WELLINGTON MANAGEMENT GROUP LLP $135,777,029 0.85% 2,170,349
Mega GOLDMAN SACHS GROUP INC $132,561,760 0.83% 2,118,954
Mega Swiss National Bank Bank $116,624,352 0.73% 1,864,200
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $109,284,249 0.68% 1,746,871
Mega DIMENSIONAL FUND ADVISORS LP $106,472,614 0.66% 1,701,928
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $100,171,072 0.62% 1,601,200
Large Connor, Clark & Lunn Investment Management Ltd. $92,950,396 0.58% 1,485,780
Mid Cardinal Capital Management, Inc. $91,655,257 0.57% 1,168,774
Mid PICTON MAHONEY ASSET MANAGEMENT $86,014,807 0.54% 1,374,917
Large CIBC Asset Management Inc $85,011,032 0.53% 1,358,872
Mega D. E. Shaw & Co., Inc. $81,328,000 0.51% 1,300,000
Mega Invesco Ltd. $74,352,178 0.46% 1,188,494
Large TORONTO DOMINION BANK Bank $73,783,264 0.46% 1,179,400
Mega Amundi $73,600,650 0.46% 1,176,481
Mid SIG North Trading, ULC $70,955,552 0.44% 1,134,200
Mega BANK OF AMERICA CORP /DE/ Bank $70,705,872 0.44% 1,130,209
Mid Value Partners Investments Inc. $70,456,573 0.44% 1,126,224
Mega VANGUARD ASSET MANAGEMENT, Ltd $69,786,055 0.44% 1,115,506
Large DekaBank Deutsche Girozentrale Bank $65,646,084 0.41% 1,049,330
Mega DEUTSCHE BANK AG\ Bank $62,919,216 0.39% 1,005,742
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $62,642,077 0.39% 1,001,312
Mid Alberta Investment Management Corp $61,393,443 0.38% 981,353
Large Caisse de depot et placement du Quebec $59,871,921 0.37% 957,032
Mega BlackRock, Inc. $57,185,031 0.36% 914,083
Mid BCV Asset Management Inc. $55,051,799 0.34% 879,984
Large JUPITER ASSET MANAGEMENT LTD $53,330,772 0.33% 852,474
Mid MUFG SECURITIES (CANADA), LTD. Broker-Dealer $51,396,918 0.32% 821,562
Mega VAN ECK ASSOCIATES CORP $46,311,729 0.29% 740,277
Large AGF MANAGEMENT LTD $44,601,463 0.28% 712,939
Large BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $44,550,852 0.28% 712,130
Mega UBS Group AG $44,155,345 0.28% 705,808
Mid TODD ASSET MANAGEMENT LLC $41,418,348 0.26% 662,058
Large Grantham, Mayo, Van Otterloo & Co. LLC $39,890,132 0.25% 637,630
Mega Bank of New York Mellon Corp Bank $39,081,418 0.24% 624,703
Large AVIVA PLC $36,616,555 0.23% 585,303
Mega FIRST TRUST ADVISORS LP $36,303,943 0.23% 580,306
Mid SIG North Trading, ULC $36,297,312 0.23% 580,200
Mega TWO SIGMA INVESTMENTS, LP $34,721,613 0.22% 555,013
Large CANADA LIFE ASSURANCE Co Insurance $34,637,157 0.22% 553,663
Mega NORTHERN TRUST CORP Bank $33,870,858 0.21% 541,414
Large Russell Investments Group, Ltd. $33,832,130 0.21% 540,795
Large CIBC WORLD MARKET INC. $33,281,920 0.21% 532,000
Mega AQR CAPITAL MANAGEMENT LLC $32,764,736 0.20% 523,733
Large Public Sector Pension Investment Board Pension $32,577,932 0.20% 520,747
Mid QV Investors Inc. $32,312,865 0.20% 516,510
Mid GUARDIAN CAPITAL LP $29,416,400 0.18% 470,211
Large Korea Investment CORP $26,796,199 0.17% 428,328
Large Pictet Asset Management Holding SA $26,284,208 0.16% 420,144
Mid INTACT INVESTMENT MANAGEMENT INC. $25,506,400 0.16% 407,711
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $25,258,599 0.16% 403,750
Small NICOLA WEALTH MANAGEMENT LTD. $24,673,664 0.15% 394,400
Mega Nuveen, LLC $24,336,715 0.15% 389,014
Mega AMERICAN CENTURY COMPANIES INC $24,304,184 0.15% 388,494
Mid Purpose Unlimited Inc. $24,002,268 0.15% 383,668
Mid Northwest & Ethical Investments L.P. $23,415,957 0.15% 374,296
Mid BANK OF NOVA SCOTIA TRUST CO Bank $22,129,160 0.14% 353,727
Mega D. E. Shaw & Co., Inc. $20,941,084 0.13% 334,736
Large State of Tennessee, Department of Treasury $20,005,311 0.12% 319,778
Large OMERS ADMINISTRATION Corp $19,865,114 0.12% 317,537
Large TORONTO DOMINION BANK Bank $19,581,280 0.12% 313,000
Large APG Asset Management N.V. $18,718,452 0.12% 299,208
Mid PBU - The Pension Fund of Early Childhood & Youth Educators Pension $17,914,806 0.11% 286,362
Mega FRANKLIN RESOURCES INC $17,522,428 0.11% 280,090
Small Periscope Capital Inc. $17,435,472 0.11% 278,700
Large Vanguard Investments Australia, Ltd. $17,156,829 0.11% 274,246
Mega NEUBERGER BERMAN GROUP LLC $16,581,965 0.10% 265,057
Mid Munich Reinsurance Co Stock Corp in Munich Insurance $16,259,531 0.10% 259,903
Large Man Group plc $15,856,081 0.10% 253,454
Mega ROYAL BANK OF CANADA Bank $15,727,584 0.10% 251,400
Mid Systematic Alpha Investments, LLC $15,690,548 0.10% 250,808
Large Bridgewater Associates, LP $15,679,725 0.10% 250,635
Mega MILLENNIUM MANAGEMENT LLC $14,076,000 0.09% 225,000
Large Mn Services Vermogensbeheer B.V. $13,737,738 0.09% 219,593
Large PensionDanmark Pensionsforsikringsaktieselskab Pension $12,609,073 0.08% 160,789
Key facts CIK 1097362 CUSIP 866796105 13F (30d) 33 filings 29 filers Visit website Investor relations

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