Sun Life FinancialSLF
13F holders, Q3 2024 (September 30)422holders +26
56new positions
31sold out
6famous investors
$58.09avg. 13F price*
At the end of Q3 2024, 422 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 26 from Q2 2024. 56 opened new positions and 31 sold out. The largest holders were Royal Bank of Canada ($2.5B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($912.2M). 6 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $160.5M |
| Exits | 31 | $66.3M |
All 13F filers, Q2 2024 → Q3 2024: 17,197,139 shares bought and 14,720,818 shares sold, net +2,476,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Royal Bank of Canada | 0.55% | Add +5.9% | 42,827,248 | $2.5B |
| Vanguard Group Inc. | 0.03% | Add +1.7% | 24,035,609 | $1.4B |
| TD Asset Management Inc | 0.81% | Reduce -2.2% | 15,734,860 | $912.2M |
| Bank of Montreal | 0.38% | Add +12.8% | 13,912,566 | $804.0M |
| Mackenzie Financial Corp. | 1.07% | Reduce -9.7% | 13,281,505 | $770.4M |
| 1832 Asset Management L.P. | 0.97% | Reduce -2.8% | 9,934,910 | $576.4M |
| Federation des caisses Desjardins du Quebec | 2.83% | Add +56.0% | 9,929,481 | $572.3M |
| Manufacturers Life Insurance Company, The | 0.48% | Add +7.6% | 9,256,384 | $537.3M |
| Beutel, Goodman & Co Ltd. | 2.50% | Reduce -2.0% | 8,750,033 | $508.1M |
| Cibc World Market Inc. | 0.95% | Add +2.6% | 7,255,823 | $420.9M |
| Bank of Nova Scotia | 0.83% | Reduce -2.2% | 7,046,738 | $408.8M |
| Toronto Dominion Bank | 0.71% | Reduce -0.8% | 6,920,916 | $401.6M |
| CIBC Asset Management Inc | 1.22% | Add +1.3% | 6,488,668 | $377.3M |
| Norges Bank | 0.05% | Add +1.4% | 6,482,904 | $376.0M |
| National Bank of Canada | 0.45% | Add +28.2% | 5,837,298 | $338.6M |
| FMR LLC | 0.02% | Add +5.2% | 5,189,939 | $301.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.31% | Reduce -4.6% | 4,665,564 | $270.6M |
| Legal & General Group Plc | 0.06% | Add +1.4% | 3,944,487 | $229.0M |
| Scotia Capital Inc. | 0.89% | Add +1.4% | 2,880,073 | $165.8M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 2,841,712 | $164.9M |
| Geode Capital Management, LLC | 0.01% | Add +8.5% | 2,654,586 | $156.1M |
| Letko, Brosseau & Associates Inc. | 2.83% | Reduce -3.4% | 2,686,623 | $156.0M |
| Agf Management Ltd. | 0.70% | Reduce -15.1% | 2,134,056 | $138.1M |
| FIL Ltd | 0.12% | Reduce -37.8% | 2,262,702 | $131.2M |
| HSBC Holdings PLC | 0.08% | Add +31498.1% | 2,213,133 | $127.4M |
| TD Waterhouse Canada Inc. | 0.92% | Add +2.1% | 1,959,739 | $112.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.9% | 1,808,941 | $105.0M |
| Morgan Stanley | 0.01% | Reduce -33.5% | 1,754,665 | $101.8M |
| Swiss National Bank | 0.07% | Add +0.1% | 1,749,100 | $101.6M |
| Amundi | 0.04% | Reduce -6.3% | 1,765,509 | $101.2M |
| Canada Pension Plan Investment Board | 0.09% | Reduce -0.4% | 1,667,939 | $96.9M |
| Bank of America Corp. | 0.01% | Reduce -26.6% | 1,605,723 | $93.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.55% | Reduce -40.9% | 1,585,690 | $92.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 1,580,531 | $91.8M |
| Alberta Investment Management Corp | 0.83% | Reduce -16.1% | 1,575,775 | $91.5M |
| Arrowstreet Capital, Limited Partnership | 0.07% | New | 1,494,660 | $86.7M |
| Invesco Ltd. | 0.01% | Reduce -6.8% | 1,307,314 | $75.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -68.5% | 1,233,582 | $71.6M |
| QV Investors Inc. | 6.21% | Reduce -0.3% | 1,210,734 | $70.3M |
| Value Partners Investments Inc. | 5.37% | Reduce -21.5% | 1,142,090 | $66.4M |
| Two Sigma Investments, LP | 0.15% | Add +13.0% | 1,125,581 | $65.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -7.6% | 1,125,104 | $65.3M |
| DekaBank Deutsche Girozentrale | 0.11% | Reduce -0.7% | 1,049,330 | $60.3M |
| BlackRock, Inc. | 0.00% | — | 959,247 | $55.7M |
| Man Group plc | 0.16% | Add +2.8% | 926,697 | $53.8M |
| Aviva PLC | 0.14% | Add +19.5% | 899,759 | $52.2M |
| First Trust Advisors LP | 0.05% | Reduce -9.7% | 897,803 | $52.1M |
| Deutsche Bank AG | 0.02% | Add +4.7% | 889,058 | $51.6M |
| Cardinal Capital Management, Inc. | 2.08% | Reduce -1.7% | 869,866 | $50.5M |
| Caisse de depot et placement du Quebec | 0.10% | Reduce -16.2% | 868,127 | $50.4M |
| Fiera Capital Corp | 0.15% | Reduce -1.7% | 836,152 | $48.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.0% | 662,607 | $38.5M |
| UBS Group AG | 0.01% | Reduce -5.6% | 617,730 | $35.8M |
| Russell Investments Group, Ltd. | 0.05% | Add +1.7% | 614,262 | $35.7M |
| Todd Asset Management LLC | 0.81% | Add +23.8% | 598,508 | $34.7M |
| Northwest & Ethical Investments L.P. | 0.90% | Reduce -2.0% | 589,272 | $34.2M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -7.6% | 581,420 | $33.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.1% | 525,331 | $30.5M |
| Mufg Securities (canada), LTD. | 1.33% | Add +66.7% | 512,803 | $29.8M |
| Intact Investment Management Inc. | 0.93% | Reduce -52.5% | 483,212 | $28.0M |
| Two Sigma Advisers, LP | 0.06% | Reduce -10.9% | 461,132 | $26.8M |
| GMO | 0.07% | Reduce -8.1% | 388,099 | $22.5M |
| Korea Investment CORP | 0.05% | Add +0.6% | 385,135 | $22.4M |
| Neuberger Berman Group LLC | 0.02% | Add +16.1% | 359,658 | $20.9M |
| Allianz Asset Management GmbH | 0.03% | Reduce -26.2% | 358,124 | $20.8M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -0.2% | 331,252 | $19.2M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Add +26.0% | 329,860 | $19.1M |
| Guardian Capital LP | 0.68% | Reduce -14.7% | 317,656 | $18.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -7.5% | 311,546 | $18.1M |
| Bank of Nova Scotia Trust Co. | 1.82% | Add +3.0% | 309,085 | $17.9M |
| Pictet Asset Management Holding SA | 0.02% | Add +0.5% | 297,928 | $17.3M |
| Voloridge Investment Management, LLC | 0.06% | Add +74.1% | 297,355 | $17.3M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 292,963 | $17.0M |
| Forsta Ap-Fonden | 0.13% | Reduce -0.9% | 287,300 | $16.7M |
| Lombard Odier Asset Management (Europe) Ltd | 1.04% | Add +33.8% | 145,556 | $15.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -22.1% | 254,623 | $14.8M |
| Varma Mutual Pension Insurance Co | 0.12% | New | 265,164 | $14.7M |
| Systematic Alpha Investments, LLC | 0.53% | No change | 250,808 | $14.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.4% | 242,420 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 173,238 | $13.5M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -2.4% | 224,045 | $13.0M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Add +2.4% | 222,432 | $12.9M |
| Crossmark Global Holdings, Inc. | 0.21% | Reduce -15.6% | 201,592 | $11.7M |
| Unigestion Holding SA | 0.56% | New | 199,042 | $11.5M |
| AXA S.A. | 0.03% | Add +10.6% | 191,603 | $11.1M |
| Sienna Gestion | 0.69% | Add +18.4% | 178,785 | $10.4M |
| Addenda Capital Inc. | 0.35% | Reduce -16.9% | 126,576 | $9.9M |
| Guardian Capital Advisors LP | 0.96% | Add +0.2% | 167,755 | $9.7M |
| Public Employees Retirement System of Ohio | 0.04% | New | 164,352 | $9.5M |
| AustralianSuper Pty Ltd | 0.05% | Reduce -4.5% | 164,228 | $9.5M |
| USS Investment Management Ltd | 0.07% | No change | 156,209 | $9.0M |
| American Century Companies Inc. | 0.01% | Add +8.9% | 150,220 | $8.7M |
| Citadel Advisors | 0.01% | Reduce -39.4% | 140,148 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | New | 135,168 | $7.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Add +27.5% | 128,431 | $7.3M |
| Lorne Steinberg Wealth Management Inc. | 1.93% | Add +1.9% | 114,921 | $6.7M |
| ExodusPoint Capital Management, LP | 0.07% | New | 113,801 | $6.6M |
| Quadrature Capital Ltd | 0.15% | New | 111,200 | $6.5M |
| JCIC Asset Management Inc. | 2.53% | Add +4.3% | 106,346 | $6.2M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.