Sun Life FinancialSLF
13F holders, Q1 2024 (March 31)419holders
5famous investors
$54.89avg. 13F price*
At the end of Q1 2024, 419 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings. The largest holders were Royal Bank of Canada ($2.2B), Vanguard Group Inc. ($1.3B) and TD Asset Management Inc ($879.8M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $140.2M |
| Exits | 28 | $30.9M |
Ownership 419 holders
| Royal Bank of Canada | 0.55% | Reduce -0.5% | 41,159,496 | $2.2B |
| Vanguard Group Inc. | 0.03% | Add +1.6% | 23,241,910 | $1.3B |
| TD Asset Management Inc | 0.82% | Add +2.8% | 16,107,748 | $879.8M |
| Mackenzie Financial Corp. | 1.13% | Add +1.5% | 14,295,620 | $780.3M |
| FIL Ltd | 0.67% | Add +0.7% | 12,356,428 | $674.2M |
| Bank of Montreal | 0.21% | Add +3.0% | 12,006,367 | $656.1M |
| 1832 Asset Management L.P. | 0.97% | Reduce -0.1% | 9,717,197 | $530.4M |
| Beutel, Goodman & Co Ltd. | 2.72% | Reduce -2.3% | 9,674,613 | $528.4M |
| Bank of Nova Scotia | 0.85% | Reduce -4.8% | 7,656,225 | $417.8M |
| Manufacturers Life Insurance Company, The | 0.38% | Add +5.3% | 7,552,736 | $412.3M |
| Cibc World Market Inc. | 0.99% | Reduce -26.0% | 7,064,786 | $385.7M |
| Toronto Dominion Bank | 0.57% | Add +42.8% | 6,642,564 | $362.6M |
| Norges Bank | 0.06% | Reduce -0.9% | 6,415,377 | $350.2M |
| CIBC Asset Management Inc | 1.04% | Reduce -9.5% | 5,501,728 | $300.3M |
| National Bank of Canada | 0.45% | Reduce -13.8% | 5,232,448 | $262.0M |
| FMR LLC | 0.02% | Add +1.7% | 4,723,716 | $257.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.09% | Add +26.9% | 4,657,944 | $254.3M |
| Federation des caisses Desjardins du Quebec | 1.69% | Add +3.5% | 3,185,999 | $234.1M |
| Legal & General Group Plc | 0.06% | Reduce -2.4% | 3,971,769 | $216.8M |
| Scotia Capital Inc. | 0.99% | Add +3.0% | 3,040,498 | $165.8M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 2,824,867 | $154.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.4% | 2,798,203 | $152.7M |
| Letko, Brosseau & Associates Inc. | 2.65% | Reduce -0.3% | 2,795,492 | $152.7M |
| TD Waterhouse Canada Inc. | 1.05% | Add +12.6% | 1,938,326 | $140.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +57.0% | 2,543,991 | $138.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.92% | Add +27.2% | 2,428,444 | $132.6M |
| Amundi | 0.06% | Reduce -1.2% | 2,546,190 | $129.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 2,337,045 | $128.8M |
| Alberta Investment Management Corp | 1.34% | No change | 2,316,743 | $126.5M |
| Swiss National Bank | 0.07% | Reduce -7.5% | 1,764,800 | $96.3M |
| Canada Pension Plan Investment Board | 0.10% | Reduce -8.4% | 1,674,130 | $91.4M |
| Agf Management Ltd. | 0.49% | Add +11.7% | 1,715,448 | $88.1M |
| Invesco Ltd. | 0.02% | Add +0.2% | 1,525,279 | $83.2M |
| Credit Suisse AG/ | 0.08% | Reduce -0.6% | 1,118,519 | $82.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +0.7% | 1,501,888 | $82.0M |
| Value Partners Investments Inc. | 6.19% | Reduce -1.7% | 1,386,932 | $75.7M |
| HSBC Holdings PLC | 0.05% | Add +0.1% | 1,384,598 | $75.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +17.6% | 1,343,624 | $73.3M |
| First Trust Advisors LP | 0.06% | Reduce -16.8% | 1,124,923 | $61.4M |
| Bank of America Corp. | 0.01% | Reduce -47.9% | 1,092,716 | $59.6M |
| QV Investors Inc. | 5.13% | Add +1.1% | 1,083,071 | $59.2M |
| DekaBank Deutsche Girozentrale | 0.11% | Add +1.3% | 1,059,995 | $57.3M |
| BlackRock Inc. | 0.00% | Add +5.9% | 1,009,917 | $55.1M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -30.5% | 846,125 | $46.2M |
| Fiera Capital Corp | 0.13% | Reduce -2.0% | 825,727 | $45.1M |
| Two Sigma Investments, LP | 0.11% | New | 780,981 | $42.6M |
| Cardinal Capital Management, Inc. | 1.87% | Reduce -1.8% | 771,631 | $42.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +18.6% | 749,324 | $40.9M |
| Deutsche Bank AG | 0.02% | Reduce -3.3% | 720,362 | $39.3M |
| Man Group plc | 0.10% | Add +11.9% | 676,164 | $36.9M |
| Clark Capital Management Group, Inc. | 0.27% | New | 673,490 | $36.8M |
| UBS Group AG | 0.01% | Reduce -5.0% | 661,088 | $36.1M |
| Russell Investments Group, Ltd. | 0.06% | Add +3.4% | 660,009 | $36.0M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +3.8% | 630,708 | $34.5M |
| Montrusco Bolton Investments Inc. | 0.36% | Reduce -0.8% | 627,294 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.8% | 619,877 | $33.8M |
| Triasima Portfolio Management inc. | 2.79% | Reduce -10.2% | 608,760 | $33.2M |
| Northwest & Ethical Investments L.P. | 0.91% | Add +3.2% | 577,835 | $31.5M |
| Aviva PLC | 0.10% | Add +9.6% | 547,049 | $29.9M |
| Canoe Financial LP | 0.48% | Reduce -1.7% | 535,487 | $29.2M |
| Allianz Asset Management GmbH | 0.05% | Reduce -55.5% | 520,963 | $28.5M |
| GMO | 0.10% | Reduce -33.1% | 494,612 | $27.0M |
| Two Sigma Advisers, LP | 0.06% | Add +256.1% | 494,332 | $27.0M |
| Korea Investment CORP | 0.07% | Add +2.8% | 487,966 | $26.7M |
| Todd Asset Management LLC | 0.53% | Add +8.9% | 478,923 | $26.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -0.5% | 421,006 | $23.0M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -21.8% | 415,476 | $22.7M |
| Guardian Capital LP | 0.74% | Reduce -0.9% | 388,614 | $21.2M |
| Neuberger Berman Group LLC | 0.02% | Add +3.7% | 372,342 | $20.3M |
| Prudential PLC | 0.16% | Add +3.0% | 359,475 | $19.6M |
| State of Tennessee, Department of Treasury | 0.07% | No change | 334,257 | $18.3M |
| Pictet Asset Management Holding SA | 0.02% | Add +7.6% | 310,567 | $17.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.5% | 309,734 | $16.9M |
| Forsta Ap-Fonden | 0.14% | Add +6.5% | 301,700 | $16.5M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 293,692 | $16.0M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.1% | 289,583 | $15.8M |
| Bank of Nova Scotia Trust Co. | 1.66% | Add +7.6% | 282,316 | $15.4M |
| LGT Group Foundation | 0.36% | Reduce -15.3% | 276,886 | $15.1M |
| Twin Tree Management, LP | 0.34% | Add +249.8% | 274,119 | $15.0M |
| Acadian Asset Management LLC | 0.05% | Add +283.3% | 268,300 | $14.6M |
| Teachers Retirement System of the State of Kentucky | 0.13% | Add +20.9% | 261,860 | $14.3M |
| Varma Mutual Pension Insurance Co | 0.12% | New | 258,800 | $14.1M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $13.7M |
| Waratah Capital Advisors Ltd. | 0.70% | Add +107.6% | 248,691 | $13.6M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -4.0% | 245,803 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 183,466 | $13.3M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -14.8% | 236,245 | $12.9M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Add +0.0% | 231,046 | $12.6M |
| AXA S.A. | 0.03% | Add +35.0% | 206,759 | $11.3M |
| Addenda Capital Inc. | 0.42% | Add +1.6% | 151,077 | $11.2M |
| Hillsdale Investment Management Inc. | 0.87% | Reduce -50.8% | 201,664 | $11.0M |
| Intact Investment Management Inc. | 0.42% | Reduce -85.3% | 194,294 | $10.6M |
| Guardian Capital Advisors LP | 0.97% | Reduce -1.7% | 176,105 | $9.0M |
| Renaissance Technologies | 0.01% | Reduce -41.3% | 160,440 | $8.8M |
| SIG North Trading, ULC | 3.16% | — | 158,216 | $8.6M |
| USS Investment Management Ltd | 0.07% | No change | 152,743 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +271.6% | 151,264 | $8.3M |
| Sienna Gestion | 0.70% | — | 149,414 | $8.2M |
| Achmea Investment Management B.V. | 0.15% | Add +6.3% | 145,778 | $8.0M |
| Susquehanna Fundamental Investments, LLC | 0.37% | New | 144,100 | $7.9M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.