Sun Life FinancialSLF
13F holders, Q2 2024 (June 30)396holders −23
27new positions
47sold out
7famous investors
$49.10avg. 13F price*
At the end of Q2 2024, 396 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 23 from Q1 2024. 27 opened new positions and 47 sold out. The largest holders were Royal Bank of Canada ($2.0B), Vanguard Group Inc. ($1.2B) and TD Asset Management Inc ($788.5M). 7 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 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $164.1M |
| Exits | 47 | $197.7M |
All 13F filers, Q1 2024 → Q2 2024: 18,563,453 shares bought and 21,818,962 shares sold, net −3,255,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Royal Bank of Canada | 0.48% | Reduce -1.8% | 40,431,917 | $2.0B |
| Vanguard Group Inc. | 0.02% | Add +1.6% | 23,625,552 | $1.2B |
| TD Asset Management Inc | 0.74% | Reduce -0.1% | 16,085,449 | $788.5M |
| Mackenzie Financial Corp. | 1.07% | Add +2.9% | 14,703,533 | $721.0M |
| Bank of Montreal | 0.18% | Add +2.7% | 12,332,391 | $603.9M |
| 1832 Asset Management L.P. | 0.91% | Add +5.1% | 10,216,206 | $500.5M |
| Beutel, Goodman & Co Ltd. | 2.33% | Reduce -7.7% | 8,931,015 | $437.8M |
| Manufacturers Life Insurance Company, The | 0.40% | Add +13.9% | 8,601,980 | $421.2M |
| Bank of Nova Scotia | 0.70% | Reduce -5.9% | 7,206,865 | $353.4M |
| Cibc World Market Inc. | 0.86% | Add +0.1% | 7,070,983 | $346.8M |
| Toronto Dominion Bank | 0.55% | Add +5.0% | 6,975,205 | $341.7M |
| Federation des caisses Desjardins du Quebec | 1.69% | Add +99.8% | 6,367,087 | $314.6M |
| CIBC Asset Management Inc | 1.12% | Add +16.5% | 6,407,407 | $314.0M |
| Norges Bank | 0.05% | Reduce -0.3% | 6,396,719 | $313.7M |
| FMR LLC | 0.02% | Add +4.4% | 4,932,761 | $241.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.01% | Add +5.0% | 4,891,647 | $239.9M |
| National Bank of Canada | 0.34% | Reduce -13.0% | 4,552,742 | $221.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +53.8% | 3,913,114 | $191.7M |
| Legal & General Group Plc | 0.05% | Reduce -2.1% | 3,889,317 | $190.7M |
| FIL Ltd | 0.18% | Reduce -70.6% | 3,636,921 | $178.3M |
| Scotia Capital Inc. | 0.81% | Reduce -6.5% | 2,841,720 | $138.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 2,807,640 | $137.5M |
| Letko, Brosseau & Associates Inc. | 2.59% | Reduce -0.5% | 2,781,017 | $136.3M |
| Agf Management Ltd. | 0.76% | Add +46.5% | 2,513,349 | $135.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.79% | Add +10.4% | 2,681,115 | $131.5M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 2,639,252 | $129.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.7% | 2,446,754 | $121.5M |
| Bank of America Corp. | 0.01% | Add +100.2% | 2,187,746 | $107.2M |
| TD Waterhouse Canada Inc. | 0.84% | Reduce -0.9% | 1,920,168 | $93.7M |
| Amundi | 0.04% | Reduce -26.0% | 1,883,630 | $93.2M |
| Alberta Investment Management Corp | 1.02% | Reduce -18.9% | 1,878,893 | $92.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +32.1% | 1,775,042 | $87.0M |
| Swiss National Bank | 0.06% | Reduce -1.0% | 1,747,200 | $85.6M |
| Canada Pension Plan Investment Board | 0.08% | No change | 1,674,130 | $82.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,501,376 | $73.6M |
| Value Partners Investments Inc. | 6.18% | Add +4.9% | 1,455,336 | $71.3M |
| Invesco Ltd. | 0.01% | Reduce -8.0% | 1,403,059 | $68.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | New | 1,217,492 | $59.6M |
| QV Investors Inc. | 5.59% | Add +12.1% | 1,214,333 | $59.5M |
| DekaBank Deutsche Girozentrale | 0.09% | Reduce -0.3% | 1,057,168 | $51.7M |
| Caisse de depot et placement du Quebec | 0.12% | Add +22.5% | 1,036,140 | $50.8M |
| Intact Investment Management Inc. | 1.87% | Add +423.9% | 1,017,964 | $49.9M |
| Two Sigma Investments, LP | 0.12% | Add +27.5% | 996,081 | $48.8M |
| First Trust Advisors LP | 0.05% | Reduce -11.6% | 994,222 | $48.7M |
| BlackRock Inc. | 0.00% | Reduce -2.0% | 990,080 | $48.5M |
| Man Group plc | 0.12% | Add +33.3% | 901,540 | $44.2M |
| Cardinal Capital Management, Inc. | 1.67% | Add +14.7% | 885,246 | $43.4M |
| Fiera Capital Corp | 0.13% | Add +3.0% | 850,638 | $41.7M |
| Deutsche Bank AG | 0.02% | Add +17.9% | 849,488 | $41.6M |
| Aviva PLC | 0.10% | Add +37.6% | 752,701 | $36.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -10.7% | 669,383 | $32.8M |
| UBS Group AG | 0.01% | Reduce -1.0% | 654,182 | $32.0M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.2% | 629,285 | $30.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -8.5% | 603,740 | $29.6M |
| Northwest & Ethical Investments L.P. | 0.85% | Add +4.0% | 601,160 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 597,467 | $29.3M |
| Canoe Financial LP | 0.54% | No change | 535,487 | $29.2M |
| Two Sigma Advisers, LP | 0.06% | Add +4.7% | 517,432 | $25.3M |
| Allianz Asset Management GmbH | 0.04% | Reduce -6.8% | 485,416 | $23.8M |
| Todd Asset Management LLC | 0.49% | Add +1.0% | 483,547 | $23.7M |
| GMO | 0.07% | Reduce -14.6% | 422,259 | $20.7M |
| Korea Investment CORP | 0.05% | Reduce -21.6% | 382,747 | $18.8M |
| Guardian Capital LP | 0.69% | Reduce -4.2% | 372,280 | $18.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -20.0% | 336,686 | $16.5M |
| State of Tennessee, Department of Treasury | 0.06% | Reduce -0.7% | 331,857 | $16.3M |
| D. E. Shaw & Co. | 0.02% | New | 327,059 | $16.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -16.8% | 309,884 | $15.2M |
| Mufg Securities (canada), LTD. | 0.99% | Add +101078.3% | 307,582 | $15.1M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -4.6% | 296,322 | $14.7M |
| Bank of Nova Scotia Trust Co. | 1.64% | Add +6.3% | 300,103 | $14.7M |
| Forsta Ap-Fonden | 0.13% | Reduce -3.9% | 289,900 | $14.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 288,182 | $14.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -5.7% | 273,017 | $13.4M |
| SIG North Trading, ULC | 3.39% | Add +68.4% | 266,378 | $13.0M |
| Franklin Resources Inc. | 0.00% | Reduce -15.5% | 261,809 | $12.8M |
| Teachers Retirement System of the State of Kentucky | 0.12% | No change | 261,860 | $12.8M |
| Systematic Alpha Investments, LLC | 0.47% | No change | 250,808 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 179,875 | $11.8M |
| Crossmark Global Holdings, Inc. | 0.23% | Reduce -2.8% | 238,833 | $11.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -43.0% | 236,628 | $11.6M |
| Millennium Management | 0.01% | Add +691.6% | 232,977 | $11.4M |
| Citadel Advisors | 0.01% | Add +64.4% | 231,336 | $11.3M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Reduce -2.8% | 229,645 | $11.3M |
| JARISLOWSKY, FRASER Ltd | 0.06% | Reduce -6.0% | 217,209 | $10.6M |
| Addenda Capital Inc. | 0.40% | Add +0.8% | 152,339 | $10.2M |
| Waratah Capital Advisors Ltd. | 0.53% | Reduce -29.1% | 176,362 | $8.6M |
| AXA S.A. | 0.03% | Reduce -16.2% | 173,254 | $8.5M |
| AustralianSuper Pty Ltd | 0.05% | Add +20.9% | 171,983 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Add +1034.5% | 170,800 | $8.4M |
| Guardian Capital Advisors LP | 0.88% | Reduce -4.9% | 167,406 | $8.3M |
| USS Investment Management Ltd | 0.06% | Add +2.3% | 156,209 | $7.7M |
| Sienna Gestion | 0.66% | Add +1.1% | 150,985 | $7.4M |
| Achmea Investment Management B.V. | 0.13% | No change | 145,778 | $7.1M |
| Acadian Asset Management LLC | 0.02% | Reduce -47.0% | 142,300 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +11.6% | 137,884 | $6.8M |
| Wellington Management Group LLP | 0.00% | Add +4.4% | 136,422 | $6.7M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $6.2M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +507.1% | 122,557 | $6.0M |
| Lorne Steinberg Wealth Management Inc. | 1.78% | Reduce -1.8% | 112,836 | $5.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.36% | Add +13.8% | 108,810 | $5.3M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.