Also trades as: SLF.TO (TSX) · $vol 126M · 0VJA.L (LSE) · $vol 0M · SLFIF (OTC) · $vol 0M · SUNFF (OTC) · $vol 0M
SLF Institutional Ownership
Sun Life Financial Inc.
1W: +0.5%
1M: +0.7%
3M: -2.7%
YTD: +28.7%
1Y: +31.8%
3Y: +91.7%
5Y: +71.9%
$80.05
+0.56 (+0.70%)
Weekly Expected Move ±2.5%
$75
$77
$79
$81
$83
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $65.7M held by 6 funds → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — SLF
524
Institutional Holders
+42 vs prior quarter
0.0%
Ownership
+0.00pp
$20B
Total Invested
79
New Positions
177
Increased
159
Reduced
27
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (549 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 41,552,120 | $3.3B | -95,548 | -0.2% | 87Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 16,048,272 | $1.3B | +73,621 | +0.5% | 2Q | SEC ↗ |
| 3 | BANK OF MONTREAL /CAN | 12,232,736 | $979M | +1,848,886 | +17.8% | 53Q | SEC ↗ |
| 4 | TD Asset Management Inc | 10,101,426 | $809M | -3,921,572 | -28.0% | 67Q | SEC ↗ |
| 5 | CIBC WORLD MARKET INC. | 8,076,018 | $646M | -1,240,421 | -13.3% | 73Q | SEC ↗ |
| 6 | 1832 Asset Management L.P. | 7,965,126 | $638M | -1,098,752 | -12.1% | 69Q | SEC ↗ |
| 7 | BANK OF NOVA SCOTIA | 6,930,024 | $555M | +60,744 | +0.9% | 15Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6,460,912 | $517M | +674,856 | +11.7% | 38Q | SEC ↗ |
| 9 | NORGES BANK NEW | 6,370,400 | $510M | — | +0.0% | 1Q | SEC ↗ |
| 10 | MACKENZIE FINANCIAL CORP | 6,244,664 | $500M | +142,127 | +2.3% | 41Q | SEC ↗ |
| 11 | FMR LLC | 6,004,087 | $481M | +157,188 | +2.7% | 105Q | SEC ↗ |
| 12 | FIL Ltd | 5,916,829 | $474M | +5,913,508 | +178064.1% | 33Q | SEC ↗ |
| 13 | NATIONAL BANK OF CANADA /FI | 5,850,227 | $468M | -828,814 | -12.4% | 19Q | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 5,506,035 | $441M | -22,099 | -0.4% | 19Q | SEC ↗ |
| 15 | Federation des caisses Desjardins du Q | 5,324,854 | $426M | -157,299 | -2.9% | 38Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 4,909,410 | $393M | -1,098 | -0.0% | 2Q | SEC ↗ |
| 17 | Vanguard Global Advisers, LLC | 4,281,703 | $343M | +328,575 | +8.3% | 2Q | SEC ↗ |
| 18 | CIBC Asset Management Inc | 3,839,581 | $307M | +2,480,709 | +182.6% | 94Q | SEC ↗ |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, | 3,739,937 | $299M | -3,205,327 | -46.2% | 95Q | SEC ↗ |
| 20 | CANADA PENSION PLAN INVESTMENT BOARD | 3,735,388 | $299M | -256,542 | -6.4% | 34Q | SEC ↗ |
| 21 | TORONTO DOMINION BANK | 3,639,967 | $291M | -3,410,410 | -48.4% | 84Q | SEC ↗ |
| 22 | Legal & General Group Plc | 3,571,561 | $286M | -258,175 | -6.7% | 27Q | SEC ↗ |
| 23 | SCOTIA CAPITAL INC. | 3,144,681 | $252M | -118,317 | -3.6% | 85Q | SEC ↗ |
| 24 | LETKO, BROSSEAU & ASSOCIATES INC | 3,144,427 | $252M | -119,981 | -3.7% | 71Q | SEC ↗ |
| 25 | Fiera Capital Corp | 3,126,682 | $250M | +824,687 | +35.8% | 45Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 2,980,877 | $239M | +215,075 | +7.8% | 98Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 2,810,328 | $225M | +639,979 | +29.5% | 12Q | SEC ↗ |
| 28 | MORGAN STANLEY | 2,529,769 | $203M | -456,625 | -15.3% | 60Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 2,401,503 | $192M | +282,549 | +13.3% | 15Q | SEC ↗ |
| 30 | PICTON MAHONEY ASSET MANAGEMENT | 2,061,273 | $165M | +686,356 | +49.9% | 2Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 1,851,199 | $148M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,851,199 | $148M | +104,328 | +6.0% | 9Q | SEC ↗ |
| 33 | DIMENSIONAL FUND ADVISORS LP | 1,828,134 | $146M | +126,206 | +7.4% | 56Q | SEC ↗ |
| 34 | Swiss National Bank | 1,790,200 | $143M | -74,000 | -4.0% | 53Q | SEC ↗ |
| 35 | Beutel, Goodman & Co Ltd. | 1,743,457 | $140M | -1,163,635 | -40.0% | 38Q | SEC ↗ |
| 36 | Caisse de depot et placement du Quebec | 1,486,005 | $119M | +528,973 | +55.3% | 16Q | SEC ↗ |
| 37 | Connor, Clark & Lunn Investment Manage | 1,315,807 | $105M | -169,973 | -11.4% | 50Q | SEC ↗ |
| 38 | Amundi | 1,293,691 | $104M | +117,210 | +10.0% | 21Q | SEC ↗ |
| 39 | Alberta Investment Management Corp | 1,274,072 | $102M | +292,719 | +29.8% | 63Q | SEC ↗ |
| 40 | VANGUARD ASSET MANAGEMENT, Ltd | 1,236,677 | $99M | +121,171 | +10.9% | 2Q | SEC ↗ |
| 41 | Cardinal Capital Management, Inc. | 1,168,774 | $94M | -1,062,650 | -47.6% | 24Q | SEC ↗ |
| 42 | UBS Group AG | 1,110,583 | $89M | +404,775 | +57.3% | 47Q | SEC ↗ |
| 43 | DEUTSCHE BANK AG | 1,073,257 | $86M | +67,515 | +6.7% | 52Q | SEC ↗ |
| 44 | DekaBank Deutsche Girozentrale | 1,049,330 | $84M | — | +0.0% | 41Q | SEC ↗ |
| 45 | BlackRock, Inc. | 1,040,385 | $83M | +126,302 | +13.8% | 8Q | SEC ↗ |
| 46 | Polar Asset Management Partners Inc. NEW | 1,001,122 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Value Partners Investments Inc. | 921,226 | $74M | -204,998 | -18.2% | 26Q | SEC ↗ |
| 48 | Public Sector Pension Investment Board | 913,881 | $73M | +393,134 | +75.5% | 78Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 889,886 | $71M | -240,323 | -21.3% | 15Q | SEC ↗ |
| 50 | BCV Asset Management Inc. | 866,769 | $69M | -13,215 | -1.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 6,370,400 | $510M |
| Sixth Street Partners Management Co | 1,851,199 | $148M |
| Polar Asset Management Partners Inc | 1,001,122 | $80M |
| MUFG Securities EMEA plc | 600,000 | $48M |
| Nykredit A/S | 113,016 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 91,035 | $7M |
| Jupiter Topco LLC | 73,657 | $6M |
| Quantbot Technologies LP | 60,490 | $5M |
| Campbell & CO Investment Adviser LL | 44,954 | $4M |
| HRT FINANCIAL LP | 39,786 | $3M |
| Sustainable Insight Capital Managem | 31,300 | $3M |
| Twin Tree Management, LP | 23,155 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,860 | $2M |
| XTX Topco Ltd | 16,273 | $1M |
| Qube Research & Technologies Ltd | 14,767 | $1M |
| Squarepoint Ops LLC | 10,086 | $807K |
| Axxion S.A. | 10,000 | $800K |
| Diversify Advisory Services, LLC | 9,521 | $762K |
| CIBC Bancorp USA Inc. | 6,720 | $538K |
| Centiva Capital, LP | 6,324 | $506K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JUPITER ASSET MANAGEMENT LTD | 852,474 | $68M |
| PBU - The Pension Fund of Early Chi | 286,362 | $23M |
| Bridgewater Associates, LP | 250,635 | $20M |
| SIG North Trading, ULC | 194,641 | $16M |
| Sienna Gestion | 186,385 | $15M |
| Balyasny Asset Management L.P. | 146,173 | $12M |
| Jefferies Financial Group Inc. | 129,000 | $10M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 113,654 | $9M |
| AustralianSuper Pty Ltd | 110,028 | $9M |
| Skandinaviska Enskilda Banken AB (p | 86,289 | $7M |
| Erste Asset Management GmbH | 27,200 | $2M |
| PRINCIPAL FINANCIAL GROUP INC | 22,033 | $2M |
| Numerai GP LLC | 18,805 | $2M |
| HighPoint Advisor Group LLC | 15,931 | $1M |
| Walleye Capital LLC | 11,252 | $901K |
| Financial & Tax Architects, LLC | 8,982 | $719K |
| Aigen Investment Management, LP | 7,059 | $565K |
| TFB Advisors LLC | 7,000 | $560K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 6,899 | $552K |
| denkapparat Operations GmbH | 6,700 | $536K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | +5,913,508 | +178064.1% | 5,916,829 |
| CIBC Asset Management Inc | +2,480,709 | +182.6% | 3,839,581 |
| BANK OF MONTREAL /CAN | +1,848,886 | +17.8% | 12,232,736 |
| Fiera Capital Corp | +824,687 | +35.8% | 3,126,682 |
| PICTON MAHONEY ASSET MANAGEMENT | +686,356 | +49.9% | 2,061,273 |
| GEODE CAPITAL MANAGEMENT, LLC | +674,856 | +11.7% | 6,460,912 |
| WELLINGTON MANAGEMENT GROUP LLP | +639,979 | +29.5% | 2,810,328 |
| ACADIAN ASSET MANAGEMENT LLC | +560,972 | +6303.1% | 569,872 |
| Caisse de depot et placement du Que | +528,973 | +55.3% | 1,486,005 |
| UBS Group AG | +404,775 | +57.3% | 1,110,583 |
| Public Sector Pension Investment Bo | +393,134 | +75.5% | 913,881 |
| Quadrature Capital Ltd | +380,100 | +202.0% | 568,300 |
| MILLENNIUM MANAGEMENT LLC | +332,049 | +5446.1% | 338,146 |
| Vanguard Global Advisers, LLC | +328,575 | +8.3% | 4,281,703 |
| Alberta Investment Management Corp | +292,719 | +29.8% | 1,274,072 |
| INTACT INVESTMENT MANAGEMENT INC. | +292,010 | +71.6% | 699,721 |
| GOLDMAN SACHS GROUP INC | +282,549 | +13.3% | 2,401,503 |
| Zurcher Kantonalbank (Zurich Canton | +238,071 | +158.0% | 388,702 |
| JPMORGAN CHASE & CO | +215,075 | +7.8% | 2,980,877 |
| FMR LLC | +157,188 | +2.7% | 6,004,087 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TD Asset Management Inc | -3,921,572 | -28.0% | 10,101,426 |
| TORONTO DOMINION BANK | -3,410,410 | -48.4% | 3,639,967 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -3,205,327 | -46.2% | 3,739,937 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -1,401,200 | -87.5% | 200,000 |
| CIBC WORLD MARKET INC. | -1,240,421 | -13.3% | 8,076,018 |
| Beutel, Goodman & Co Ltd. | -1,163,635 | -40.0% | 1,743,457 |
| 1832 Asset Management L.P. | -1,098,752 | -12.1% | 7,965,126 |
| Cardinal Capital Management, Inc. | -1,062,650 | -47.6% | 1,168,774 |
| Invesco Ltd. | -896,326 | -75.4% | 292,168 |
| NATIONAL BANK OF CANADA /FI | -828,814 | -12.4% | 5,850,227 |
| MORGAN STANLEY | -456,625 | -15.3% | 2,529,769 |
| Legal & General Group Plc | -258,175 | -6.7% | 3,571,561 |
| CANADA PENSION PLAN INVESTMENT BOAR | -256,542 | -6.4% | 3,735,388 |
| BANK OF AMERICA CORP /DE | -240,323 | -21.3% | 889,886 |
| CANADA LIFE ASSURANCE Co | -240,148 | -43.4% | 313,515 |
| Value Partners Investments Inc. | -204,998 | -18.2% | 921,226 |
| NICOLA WEALTH MANAGEMENT LTD. | -189,600 | -48.1% | 204,800 |
| TWO SIGMA INVESTMENTS, LP | -182,600 | -32.9% | 372,413 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -170,575 | -17.0% | 830,737 |
| Connor, Clark & Lunn Investment Man | -169,973 | -11.4% | 1,315,807 |