Sun Life FinancialSLF
13F holders, Q2 2026 (June 30)493holders +42
70new positions
26sold out
8famous investors
$79.38avg. 13F price*
At the end of Q2 2026, 493 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 42 from Q1 2026. 70 opened new positions and 26 sold out. The largest holders were Royal Bank of Canada ($3.3B), Vanguard Capital Management LLC ($1.3B) and Bank of Montreal ($959.5M). 8 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $165.2M |
| Exits | 26 | $139.8M |
All 13F filers, Q1 2026 → Q2 2026: 21,781,631 shares bought and 25,234,065 shares sold, net −3,452,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 493 holders
| Royal Bank of Canada | 0.55% | Reduce -0.2% | 41,552,120 | $3.3B |
| Vanguard Capital Management LLC | 0.03% | Add +0.5% | 16,048,272 | $1.3B |
| Bank of Montreal | 0.35% | Add +17.8% | 12,232,736 | $959.5M |
| TD Asset Management Inc | 0.69% | Reduce -28.0% | 10,101,426 | $792.8M |
| Mackenzie Financial Corp. | 0.70% | Add +2.3% | 6,244,664 | $695.3M |
| Cibc World Market Inc. | 1.07% | Reduce -13.3% | 8,076,018 | $633.5M |
| 1832 Asset Management L.P. | 0.77% | Reduce -12.1% | 7,965,126 | $624.6M |
| Bank of Nova Scotia | 0.84% | Add +0.9% | 6,930,024 | $544.1M |
| Geode Capital Management, LLC | 0.03% | Add +11.7% | 6,460,912 | $526.4M |
| Norges Bank | 0.05% | — | 6,370,400 | $499.7M |
| FMR LLC | 0.02% | Add +2.7% | 6,004,087 | $471.4M |
| FIL Ltd | 0.33% | Add +178064.1% | 5,916,829 | $464.5M |
| National Bank of Canada | 0.40% | Reduce -12.4% | 5,850,227 | $457.8M |
| TD Waterhouse Canada Inc. | 1.14% | Reduce -0.4% | 5,506,035 | $433.8M |
| Federation des caisses Desjardins du Quebec | 1.28% | Reduce -2.9% | 5,324,854 | $415.6M |
| Vanguard Fiduciary Trust Co. | 0.08% | Reduce -0.0% | 4,909,410 | $385.4M |
| Vanguard Global Advisers, LLC | 0.16% | Add +8.3% | 4,281,703 | $336.2M |
| CIBC Asset Management Inc | 0.66% | Add +182.6% | 3,839,581 | $300.9M |
| Manufacturers Life Insurance Company, The | 0.23% | Reduce -46.1% | 3,739,937 | $293.1M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -6.4% | 3,735,388 | $293.0M |
| Toronto Dominion Bank | 0.48% | Reduce -48.4% | 3,639,967 | $285.5M |
| Legal & General Group Plc | 0.06% | Reduce -6.7% | 3,571,561 | $280.3M |
| Letko, Brosseau & Associates Inc. | 3.65% | Reduce -3.7% | 3,144,427 | $246.8M |
| Scotia Capital Inc. | 0.92% | Reduce -3.6% | 3,144,681 | $245.9M |
| Fiera Capital Corp | 0.89% | Add +35.8% | 3,126,682 | $245.0M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 2,980,877 | $232.8M |
| Wellington Management Group LLP | 0.04% | Add +29.5% | 2,810,328 | $220.6M |
| Morgan Stanley | 0.01% | Reduce -15.3% | 2,529,769 | $198.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +13.3% | 2,401,503 | $188.3M |
| Picton Mahoney Asset Management | 1.49% | Add +49.9% | 2,061,273 | $161.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.0% | 1,851,199 | $145.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.4% | 1,828,134 | $143.4M |
| Swiss National Bank | 0.07% | Reduce -4.0% | 1,790,200 | $140.1M |
| Beutel, Goodman & Co Ltd. | 1.01% | Reduce -40.0% | 1,743,457 | $136.8M |
| Caisse de depot et placement du Quebec | 0.17% | Add +55.3% | 1,486,005 | $116.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.20% | Reduce -11.4% | 1,315,807 | $103.2M |
| Amundi | 0.02% | Add +10.0% | 1,293,691 | $101.5M |
| Alberta Investment Management Corp | 0.64% | Add +29.8% | 1,274,072 | $99.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.07% | Add +10.9% | 1,236,677 | $97.1M |
| Cardinal Capital Management, Inc. | 2.22% | Reduce -47.6% | 1,168,774 | $91.6M |
| UBS Group AG | 0.01% | Add +57.4% | 1,110,583 | $87.1M |
| Agf Management Ltd. | 0.33% | Add +14.4% | 815,674 | $84.8M |
| Deutsche Bank AG | 0.02% | Add +6.7% | 1,073,257 | $84.2M |
| BlackRock, Inc. | 0.00% | Add +13.8% | 1,040,385 | $81.6M |
| Polar Asset Management Partners Inc. | 1.89% | New | 1,001,122 | $78.5M |
| Value Partners Investments Inc. | 5.04% | Reduce -18.2% | 921,226 | $72.2M |
| Public Sector Pension Investment Board | 0.19% | Add +75.5% | 913,881 | $71.7M |
| Bank of America Corp. | 0.00% | Reduce -21.3% | 889,886 | $69.8M |
| BCV Asset Management Inc. | 2.05% | Reduce -1.5% | 866,769 | $67.8M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $65.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Reduce -17.0% | 830,737 | $65.1M |
| Mufg Securities (canada), LTD. | 1.66% | Reduce -4.6% | 783,684 | $61.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.35% | Add +0.0% | 712,381 | $55.9M |
| Intact Investment Management Inc. | 1.56% | Add +71.6% | 699,721 | $54.9M |
| GMO | 0.12% | Add +4.7% | 667,734 | $52.4M |
| Bank of New York Mellon Corp | 0.01% | Add +6.6% | 665,994 | $52.2M |
| Todd Asset Management LLC | 0.91% | Reduce -0.8% | 656,501 | $51.5M |
| Van Eck Associates Corp. | 0.03% | Reduce -11.6% | 654,212 | $51.3M |
| MUFG Securities EMEA plc | 0.49% | New | 600,000 | $47.0M |
| Russell Investments Group, Ltd. | 0.04% | Add +9.8% | 593,808 | $46.5M |
| Acadian Asset Management LLC | 0.05% | Add +6303.1% | 569,872 | $44.7M |
| Quadrature Capital Ltd | 0.38% | Add +202.0% | 568,300 | $44.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 533,151 | $41.8M |
| Aviva PLC | 0.06% | Reduce -9.1% | 532,137 | $41.7M |
| Guardian Capital LP | 0.99% | Add +10.8% | 521,234 | $40.9M |
| QV Investors Inc. | 2.94% | Reduce -5.7% | 487,300 | $38.2M |
| American Century Companies Inc. | 0.02% | Add +18.5% | 460,354 | $36.1M |
| Korea Investment CORP | 0.07% | Add +5.7% | 452,708 | $35.5M |
| First Trust Advisors LP | 0.02% | Reduce -23.3% | 444,993 | $34.9M |
| Pictet Asset Management Holding SA | 0.03% | Add +1.5% | 426,545 | $33.5M |
| Purpose Unlimited Inc. | 1.27% | Add +9.2% | 418,903 | $32.9M |
| Teachers Retirement System of the State of Kentucky | 0.22% | No change | 403,750 | $31.7M |
| D. E. Shaw & Co. | 0.02% | Add +20.4% | 403,192 | $31.6M |
| Nuveen, LLC | 0.01% | Add +3.5% | 402,534 | $31.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +158.1% | 388,702 | $30.5M |
| AQR Capital Management | 0.01% | Reduce -28.6% | 374,133 | $29.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -32.9% | 372,413 | $29.2M |
| Northwest & Ethical Investments L.P. | 0.65% | Reduce -4.3% | 358,349 | $28.1M |
| Bank of Nova Scotia Trust Co. | 2.21% | Reduce -4.0% | 339,460 | $26.6M |
| APG Asset Management N.V. | 0.07% | Add +29.4% | 387,125 | $26.6M |
| Millennium Management | 0.02% | Add +5446.1% | 338,146 | $26.5M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -0.8% | 317,342 | $24.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -43.4% | 313,515 | $24.5M |
| Invesco Ltd. | 0.00% | Reduce -75.4% | 292,168 | $22.9M |
| Vanguard Investments Australia, Ltd. | 0.06% | Add +3.5% | 283,986 | $22.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 272,744 | $21.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.7% | 260,442 | $20.4M |
| OMERS ADMINISTRATION Corp | 0.12% | Reduce -20.1% | 253,687 | $19.9M |
| Systematic Alpha Investments, LLC | 0.53% | No change | 250,808 | $19.7M |
| Quantinno Capital Management LP | 0.02% | Add +31.5% | 249,498 | $19.6M |
| Nicola Wealth Management LTD. | 1.85% | Reduce -48.1% | 204,800 | $16.1M |
| Montrusco Bolton Investments Inc. | 0.24% | Add +0.0% | 200,872 | $15.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -87.5% | 200,000 | $15.7M |
| Crossmark Global Holdings, Inc. | 0.19% | Reduce -2.0% | 186,447 | $14.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.4% | 174,000 | $13.7M |
| Lorne Steinberg Wealth Management Inc. | 2.69% | Add +8.6% | 166,933 | $13.1M |
| Zurich Insurance Group Ltd | 0.09% | Reduce -1.9% | 163,178 | $12.8M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -26.1% | 162,293 | $12.7M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.10% | Add +22.5% | 160,789 | $12.6M |
| Addenda Capital Inc. | 0.34% | No change | 112,410 | $12.5M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.