SUN LIFE FINANCIAL INC. (SLF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
473
Reporting holders
$20.6B
Reported value
3.5%
Held as options
+46
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $3.4B | 41,552,120 | 0.51% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 16,048,272 | 0.03% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $975.7M | 12,232,736 | 0.32% | 31q | +17.8%+$147.5M |
| TD Asset Management Inc | $792.8M | 10,101,426 | 0.69% | 31q | -28.0%-$307.8M |
| MACKENZIE FINANCIAL CORP | $695.3M | 6,244,664 | 0.70% | 31q | +2.3%+$15.8M |
| CIBC WORLD MARKET INC. | $675.0M | 8,076,018 | 1.08% | 31q | -13.3%-$103.7M |
| 1832 Asset Management L.P. | $624.6M | 7,965,126 | 0.31% | 31q | -12.1%-$86.2M |
| BANK OF NOVA SCOTIA | $544.1M | 6,930,024 | 0.82% | 31q | +0.9%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $526.4M | 6,460,912 | 0.03% | 31q | +11.7%+$55.0M |
| NATIONAL BANK OF CANADA /FI/ | $502.2M | 5,850,227 | 0.36% | 19q | -12.4%-$71.1M |
| NORGES BANK | $499.7M | 6,370,400 | 0.05% | 32q | HELD |
| FMR LLC | $471.4M | 6,004,087 | 0.02% | 31q | +2.7%+$12.3M |
| FIL Ltd | $464.5M | 5,916,829 | 0.33% | 31q | +178064.1%+$464.3M |
| TD Waterhouse Canada Inc. | $433.8M | 5,506,035 | 1.14% | 19q | HELD |
| Federation des caisses Desjardins du Quebec | $415.6M | 5,324,854 | 1.27% | 38q | -2.9%-$12.3M |
| VANGUARD FIDUCIARY TRUST CO | $385.4M | 4,909,410 | 0.08% | 2q | HELD |
| TORONTO DOMINION BANK | $378.9M | 3,639,967 | 0.44% | 31q | -48.4%-$355.0M |
| Vanguard Global Advisers, LLC | $336.2M | 4,281,703 | 0.16% | 2q | +8.3%+$25.8M |
| CIBC Asset Management Inc | $300.9M | 3,839,581 | 0.66% | 31q | +182.6%+$194.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $293.1M | 3,739,937 | 0.23% | 31q | -46.2%-$251.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $293.0M | 3,735,388 | 0.16% | 31q | -6.4%-$20.1M |
| Legal & General Group Plc | $280.3M | 3,571,561 | 0.06% | 31q | -6.7%-$20.3M |
| LETKO, BROSSEAU & ASSOCIATES INC | $246.8M | 3,144,427 | 3.65% | 31q | -3.7%-$9.4M |
| SCOTIA CAPITAL INC. | $245.9M | 3,144,681 | 0.92% | 31q | -3.6%-$9.3M |
| Fiera Capital Corp | $245.0M | 3,126,682 | 0.89% | 31q | +35.8%+$64.6M |
| JPMORGAN CHASE & CO | $232.8M | 2,980,877 | 0.01% | 31q | +7.8%+$16.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $220.6M | 2,810,328 | 0.04% | 12q | +29.5%+$50.2M |
| MORGAN STANLEY | $198.4M | 2,529,769 | 0.01% | 35q | -15.3%-$35.8M |
| GOLDMAN SACHS GROUP INC | $188.3M | 2,401,503 | 0.02% | 31q | +13.3%+$22.2M |
| PICTON MAHONEY ASSET MANAGEMENT | $161.4M | 2,061,273 | 1.19% | 2q | +49.9%+$53.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $145.3M | 1,851,199 | 0.02% | 9q | +6.0%+$8.2M |
| Sixth Street Partners Management Company, L.P. | $145.3M | 1,851,199 | 0.02% | new | NEW |
| Public Sector Pension Investment Board | $143.4M | 1,827,762 | 0.19% | 31q | +251.0%+$102.5M |
| DIMENSIONAL FUND ADVISORS LP | $143.4M | 1,828,134 | 0.03% | 31q | +7.4%+$9.9M |
| Swiss National Bank | $140.1M | 1,790,200 | 0.07% | 31q | -4.0%-$5.8M |
| SIG North Trading, ULC | $136.3M | options only | 2.51% | 18q | OPTIONS |
| D. E. Shaw & Co., Inc. | $133.6M | 403,192 | 0.06% | 5q | +20.5%+$22.7M |
| Caisse de depot et placement du Quebec | $116.6M | 1,486,005 | 0.17% | 21q | +55.3%+$41.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $103.2M | 1,315,807 | 0.20% | 31q | -11.4%-$13.3M |
| Amundi | $101.5M | 1,293,691 | 0.02% | 21q | +10.0%+$9.2M |
| Alberta Investment Management Corp | $99.9M | 1,274,072 | 0.56% | 31q | +29.8%+$23.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $97.1M | 1,236,677 | 0.07% | 2q | +10.9%+$9.5M |
| Cardinal Capital Management, Inc. | $91.6M | 1,168,774 | 2.22% | 24q | -47.6%-$83.3M |
| UBS Group AG | $87.1M | 1,110,583 | 0.01% | 31q | +57.3%+$31.7M |
| AGF MANAGEMENT LTD | $84.8M | 815,674 | 0.33% | 15q | +14.4%+$10.7M |
| DEUTSCHE BANK AG\ | $84.2M | 1,073,257 | 0.02% | 34q | +6.7%+$5.3M |
| BlackRock, Inc. | $81.6M | 1,040,385 | 0.00% | 8q | +13.8%+$9.9M |
| Polar Asset Management Partners Inc. | $78.5M | 1,001,122 | 1.29% | new | NEW |
| Value Partners Investments Inc. | $72.2M | 921,226 | 5.04% | 26q | -18.2%-$16.1M |
| BANK OF AMERICA CORP /DE/ | $69.8M | 889,886 | 0.00% | 31q | -21.3%-$18.8M |
| BCV Asset Management Inc. | $67.8M | 866,769 | 2.05% | 3q | -1.5%-$1.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $65.1M | 830,737 | 0.07% | 3q | -17.0%-$13.4M |
| MUFG SECURITIES (CANADA), LTD. | $61.4M | 783,684 | 1.66% | 10q | -4.6%-$3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $55.9M | 712,381 | 0.35% | 31q | HELD |
| INTACT INVESTMENT MANAGEMENT INC. | $54.9M | 699,721 | 1.56% | 31q | +71.6%+$22.9M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $52.4M | 667,734 | 0.12% | 13q | +4.7%+$2.4M |
| Bank of New York Mellon Corp | $52.2M | 665,994 | 0.01% | 31q | +6.6%+$3.2M |
| MILLENNIUM MANAGEMENT LLC | $51.6M | 338,146 | 0.02% | 22q | +5446.1%+$50.6M |
| TODD ASSET MANAGEMENT LLC | $51.5M | 656,501 | 0.91% | 31q | -0.8%-$435.8K |
| VAN ECK ASSOCIATES CORP | $51.3M | 654,212 | 0.03% | 31q | -11.6%-$6.8M |
| MUFG Securities EMEA plc | $47.0M | 600,000 | 0.49% | new | NEW |
| Russell Investments Group, Ltd. | $46.5M | 593,808 | 0.04% | 31q | +9.8%+$4.2M |
| Quadrature Capital Ltd | $44.6M | 568,300 | 0.38% | 5q | +202.0%+$29.8M |
| NORTHERN TRUST CORP | $41.8M | 533,151 | 0.00% | 31q | -1.5%-$648.0K |
| AVIVA PLC | $41.7M | 532,137 | 0.06% | 31q | -9.1%-$4.2M |
| GUARDIAN CAPITAL LP | $40.9M | 521,234 | 0.99% | 31q | +10.9%+$4.0M |
| Periscope Capital Inc. | $39.2M | options only | 3.44% | 5q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $36.1M | 460,354 | 0.02% | 27q | +18.5%+$5.6M |
| Korea Investment CORP | $35.5M | 452,708 | 0.07% | 31q | +5.7%+$1.9M |
| FIRST TRUST ADVISORS LP | $34.9M | 444,993 | 0.02% | 27q | -23.3%-$10.6M |
| Pictet Asset Management Holding SA | $33.5M | 426,545 | 0.03% | 12q | +1.5%+$502.4K |
| Purpose Unlimited Inc. | $32.9M | 418,903 | 1.26% | 3q | +9.2%+$2.8M |
| Nuveen, LLC | $31.6M | 402,534 | 0.01% | 6q | +3.5%+$1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $30.5M | 388,702 | 0.06% | 31q | +158.0%+$18.7M |
| AQR CAPITAL MANAGEMENT LLC | $29.3M | 374,133 | 0.01% | 7q | -28.6%-$11.7M |
| TWO SIGMA INVESTMENTS, LP | $29.2M | 372,413 | 0.02% | 10q | -32.9%-$14.3M |
| Northwest & Ethical Investments L.P. | $28.1M | 358,349 | 0.65% | 55q | -4.3%-$1.3M |
| BANK OF NOVA SCOTIA TRUST CO | $26.6M | 339,460 | 2.21% | 31q | -4.0%-$1.1M |
| APG Asset Management N.V. | $26.6M | 387,125 | 0.07% | 7q | +29.4%+$6.0M |
| State of Tennessee, Department of Treasury | $24.9M | 317,342 | 0.07% | 13q | -0.8%-$191.2K |
| Invesco Ltd. | $22.9M | 292,168 | 0.00% | 31q | -75.4%-$70.3M |
| Vanguard Investments Australia, Ltd. | $22.3M | 283,986 | 0.06% | 2q | +3.6%+$764.7K |
| FRANKLIN RESOURCES INC | $21.4M | 272,744 | 0.00% | 31q | -2.6%-$576.2K |
| NEUBERGER BERMAN GROUP LLC | $20.4M | 260,442 | 0.01% | 31q | -1.7%-$362.2K |
| OMERS ADMINISTRATION Corp | $19.9M | 253,687 | 0.12% | 2q | -20.1%-$5.0M |
| Systematic Alpha Investments, LLC | $19.7M | 250,808 | 0.53% | 23q | HELD |
| Quantinno Capital Management LP | $19.6M | 249,498 | 0.02% | 15q | +31.5%+$4.7M |
| CITADEL ADVISORS LLC | $17.4M | 116,630 | 0.00% | 31q | -12.7%-$2.5M |
| NICOLA WEALTH MANAGEMENT LTD. | $16.1M | 204,800 | 1.85% | 6q | -48.1%-$14.9M |
| MONTRUSCO BOLTON INVESTMENTS INC. | $15.8M | 200,872 | 0.24% | 31q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15.7M | 200,000 | 0.02% | 5q | -87.5%-$109.9M |
| Crossmark Global Holdings, Inc. | $14.6M | 186,447 | 0.19% | 31q | -2.0%-$301.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.7M | 174,000 | 0.03% | 3q | HELD |
| Lorne Steinberg Wealth Management Inc. | $13.1M | 166,933 | 2.69% | 23q | +8.6%+$1.0M |
| Zurich Insurance Group Ltd/FI | $12.8M | 163,178 | 0.09% | 2q | -1.9%-$246.8K |
| PensionDanmark Pensionsforsikringsaktieselskab | $12.6M | 160,789 | 0.10% | 3q | +22.5%+$2.3M |
| Addenda Capital Inc. | $12.5M | 112,410 | 0.34% | 31q | HELD |
| JANE STREET GROUP, LLC | $12.3M | 92,478 | 0.00% | 30q | +88.9%+$5.8M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $11.9M | 152,039 | 0.02% | 15q | -2.1%-$252.5K |
| ODDO BHF ASSET MANAGEMENT SAS | $10.6M | 95,016 | 0.49% | 6q | +8.8%+$857.4K |
Showing the largest 100 of 500 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 473 | $20.6B | 249,725,956 | 74 | 156 | 115 | 3.5% |
| Q1 2026 | 427 | $15.8B | 242,179,592 | 39 | 151 | 105 | 3.6% |
| Q4 2025 | 414 | $16.2B | 243,795,936 | 35 | 129 | 123 | 5.4% |
| Q3 2025 | 408 | $15.4B | 245,833,985 | 32 | 124 | 121 | 4.2% |
| Q2 2025 | 420 | $21.0B | 307,444,452 | 49 | 133 | 117 | 2.6% |
| Q1 2025 | 394 | $15.1B | 254,159,088 | 31 | 123 | 112 | 3.3% |
| Q4 2024 | 412 | $16.7B | 279,662,224 | 39 | 132 | 95 | 2.8% |
| Q3 2024 | 392 | $15.3B | 262,920,238 | 53 | 104 | 126 | 2.8% |
| Q2 2024 | 366 | $12.8B | 259,400,176 | 25 | 108 | 128 | 3.2% |
| Q1 2024 | 382 | $14.7B | 268,234,373 | 42 | 118 | 99 | 2.6% |
| Q4 2023 | 363 | $13.9B | 266,882,457 | 31 | 109 | 102 | 3.7% |
| Q3 2023 | 343 | $12.9B | 259,959,438 | 23 | 94 | 106 | 4.0% |
| Q2 2023 | 340 | $13.7B | 256,896,552 | 30 | 102 | 108 | 4.2% |
| Q1 2023 | 336 | $12.1B | 259,602,770 | 39 | 121 | 89 | 3.1% |
| Q4 2022 | 297 | $11.4B | 242,097,242 | 42 | 93 | 92 | 2.8% |
| Q3 2022 | 357 | $11.6B | 275,935,000 | 35 | 137 | 88 | 4.7% |
| Q2 2022 | 356 | $13.6B | 285,655,423 | 36 | 116 | 102 | 3.3% |
| Q1 2022 | 357 | $16.2B | 280,280,956 | 32 | 115 | 97 | 3.1% |
| Q4 2021 | 359 | $16.4B | 282,471,357 | 36 | 98 | 91 | 4.2% |
| Q3 2021 | 329 | $15.7B | 285,222,134 | 23 | 88 | 95 | 5.2% |
| Q2 2021 | 332 | $14.8B | 280,245,437 | 25 | 99 | 101 | 2.1% |
| Q1 2021 | 353 | $14.1B | 273,644,155 | 31 | 109 | 103 | 1.2% |
| Q4 2020 | 349 | $12.2B | 269,084,361 | 39 | 91 | 105 | 0.8% |
| Q3 2020 | 311 | $11.2B | 269,654,316 | 33 | 86 | 105 | 0.8% |
| Q2 2020 | 304 | $9.9B | 268,213,309 | 25 | 102 | 86 | 0.6% |
| Q1 2020 | 309 | $8.6B | 263,750,798 | 34 | 98 | 88 | 1.0% |
| Q4 2019 | 327 | $12.2B | 264,570,517 | 32 | 83 | 95 | 0.7% |
| Q3 2019 | 309 | $11.8B | 260,562,569 | 28 | 93 | 83 | 0.7% |
| Q2 2019 | 304 | $10.5B | 250,361,176 | 26 | 91 | 96 | 0.5% |
| Q1 2019 | 308 | $10.3B | 266,462,339 | 28 | 85 | 97 | 0.4% |
| Q4 2018 | 302 | $8.5B | 253,012,046 | 3 | 10 | 4 | 0.3% |