Sun Life FinancialSLF
13F holders, Q4 2024 (December 31)441holders +19
39new positions
30sold out
6famous investors
$59.49avg. 13F price*
At the end of Q4 2024, 441 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 19 from Q3 2024. 39 opened new positions and 30 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($933.2M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $64.9M |
| Exits | 30 | $38.0M |
All 13F filers, Q3 2024 → Q4 2024: 12,102,390 shares bought and 21,580,280 shares sold, net −9,477,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| Royal Bank of Canada | 0.56% | Add +2.5% | 43,880,060 | $2.6B |
| Vanguard Group Inc. | 0.03% | Add +0.8% | 24,233,496 | $1.4B |
| TD Asset Management Inc | 0.83% | Reduce -0.1% | 15,725,658 | $933.2M |
| Mackenzie Financial Corp. | 1.05% | Reduce -2.5% | 12,947,937 | $768.0M |
| Bank of Montreal | 0.32% | Reduce -21.8% | 10,878,423 | $645.1M |
| 1832 Asset Management L.P. | 1.01% | Reduce -4.5% | 9,491,515 | $563.2M |
| Manufacturers Life Insurance Company, The | 0.49% | Add +2.1% | 9,454,589 | $562.1M |
| Cibc World Market Inc. | 1.00% | Add +0.5% | 7,291,453 | $432.7M |
| CIBC Asset Management Inc | 1.40% | Add +10.8% | 7,192,059 | $427.7M |
| Norges Bank | 0.05% | Reduce -0.6% | 6,444,829 | $382.2M |
| Federation des caisses Desjardins du Quebec | 1.93% | Reduce -35.4% | 6,413,201 | $379.3M |
| Toronto Dominion Bank | 0.65% | Reduce -16.4% | 5,787,455 | $343.2M |
| National Bank of Canada | 0.43% | Reduce -4.0% | 5,601,475 | $332.8M |
| Bank of Nova Scotia | 0.58% | Reduce -21.8% | 5,513,269 | $327.3M |
| Beutel, Goodman & Co Ltd. | 1.71% | Reduce -39.6% | 5,285,394 | $313.7M |
| FMR LLC | 0.02% | Reduce -0.4% | 5,168,977 | $306.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.24% | Reduce -0.8% | 4,630,397 | $274.6M |
| Legal & General Group Plc | 0.06% | Reduce -7.2% | 3,661,464 | $217.3M |
| Geode Capital Management, LLC | 0.02% | Add +30.6% | 3,467,275 | $210.1M |
| Scotia Capital Inc. | 0.93% | Add +3.3% | 2,974,065 | $176.3M |
| Canada Pension Plan Investment Board | 0.16% | Add +72.0% | 2,867,939 | $170.1M |
| Letko, Brosseau & Associates Inc. | 3.04% | Reduce -1.2% | 2,653,564 | $157.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.4% | 2,488,560 | $147.7M |
| Agf Management Ltd. | 0.64% | Reduce -13.6% | 1,843,979 | $127.5M |
| HSBC Holdings PLC | 0.08% | Reduce -5.5% | 2,091,227 | $124.1M |
| TD Waterhouse Canada Inc. | 0.94% | Add +0.2% | 1,964,504 | $116.3M |
| Morgan Stanley | 0.01% | Add +9.1% | 1,913,451 | $113.5M |
| Intact Investment Management Inc. | 3.96% | Add +295.5% | 1,911,027 | $113.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.67% | Add +19.8% | 1,898,866 | $112.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.9% | 1,719,655 | $102.0M |
| Swiss National Bank | 0.07% | Reduce -4.1% | 1,676,800 | $99.5M |
| Amundi | 0.03% | Reduce -4.7% | 1,682,864 | $98.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,596,439 | $94.7M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 1,533,328 | $91.0M |
| QV Investors Inc. | 8.28% | Add +11.7% | 1,352,446 | $80.3M |
| Wellington Management Group LLP | 0.01% | Add +2071.4% | 1,350,751 | $80.2M |
| Invesco Ltd. | 0.01% | Reduce -2.3% | 1,276,702 | $75.8M |
| Alberta Investment Management Corp | 0.52% | Reduce -20.2% | 1,257,900 | $74.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +9.8% | 1,235,884 | $73.3M |
| Two Sigma Investments, LP | 0.17% | Add +6.9% | 1,202,981 | $71.4M |
| Cardinal Capital Management, Inc. | 2.26% | Add +29.1% | 1,123,354 | $66.5M |
| UBS Group AG | 0.01% | Add +75.7% | 1,085,572 | $64.4M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $61.5M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 949,880 | $56.4M |
| Deutsche Bank AG | 0.02% | Add +6.8% | 949,120 | $56.3M |
| Caisse de depot et placement du Quebec | 0.12% | Add +7.4% | 932,676 | $55.3M |
| Mufg Securities (canada), LTD. | 1.88% | Add +71.5% | 879,349 | $52.2M |
| Aviva PLC | 0.13% | Reduce -5.4% | 850,917 | $50.4M |
| Fiera Capital Corp | 0.15% | Reduce -2.6% | 814,772 | $48.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -46.4% | 801,370 | $47.5M |
| First Trust Advisors LP | 0.04% | Reduce -11.3% | 796,172 | $47.2M |
| FIL Ltd | 0.04% | Reduce -67.2% | 741,455 | $44.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.1% | 726,029 | $43.1M |
| Northwest & Ethical Investments L.P. | 1.11% | Add +16.9% | 688,974 | $40.8M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +17.6% | 683,482 | $40.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.2% | 663,763 | $39.4M |
| Todd Asset Management LLC | 0.90% | Add +6.2% | 635,702 | $37.7M |
| Man Group plc | 0.11% | Reduce -34.1% | 610,711 | $36.2M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -4.1% | 588,875 | $34.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 559,262 | $33.2M |
| Northern Trust Corp. | 0.00% | Add +68.5% | 493,530 | $29.3M |
| Two Sigma Advisers, LP | 0.06% | Reduce -4.5% | 440,232 | $26.1M |
| Waratah Capital Advisors Ltd. | 1.42% | New | 427,161 | $25.3M |
| Korea Investment CORP | 0.06% | Add +10.8% | 426,705 | $25.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +29.0% | 401,851 | $23.8M |
| Neuberger Berman Group LLC | 0.02% | Add +9.2% | 392,811 | $23.3M |
| Allianz Asset Management GmbH | 0.03% | Add +6.3% | 380,852 | $22.6M |
| Teachers Retirement System of the State of Kentucky | 0.19% | Add +13.0% | 372,750 | $22.1M |
| Susquehanna Fundamental Investments, LLC | 0.36% | — | 359,600 | $21.3M |
| State of Tennessee, Department of Treasury | 0.07% | Add +0.3% | 332,181 | $19.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +9.3% | 325,688 | $19.3M |
| AXA S.A. | 0.06% | Add +67.6% | 321,184 | $19.1M |
| Guardian Capital LP | 0.71% | Add +0.8% | 320,223 | $19.0M |
| Bank of Nova Scotia Trust Co. | 1.98% | Add +2.3% | 316,240 | $18.8M |
| Lombard Odier Asset Management (Europe) Ltd | 1.23% | Add +1.0% | 147,056 | $18.1M |
| APG Asset Management N.V. | 0.05% | New | 314,200 | $18.0M |
| Franklin Resources Inc. | 0.00% | Add +16.9% | 283,417 | $16.8M |
| GMO | 0.05% | Reduce -27.5% | 281,269 | $16.7M |
| Forsta Ap-Fonden | 0.12% | Reduce -2.5% | 280,100 | $16.6M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $14.9M |
| Unigestion Holding SA | 0.83% | Add +21.7% | 242,161 | $14.4M |
| Millennium Management | 0.01% | Add +265.7% | 234,200 | $13.9M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Add +1.6% | 227,745 | $13.5M |
| Crossmark Global Holdings, Inc. | 0.22% | Reduce -1.3% | 198,891 | $11.8M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Reduce -15.9% | 187,148 | $11.1M |
| Varma Mutual Pension Insurance Co | 0.08% | Reduce -29.6% | 186,764 | $11.1M |
| Addenda Capital Inc. | 0.38% | Reduce -0.3% | 126,238 | $10.8M |
| Sienna Gestion | 0.72% | No change | 178,785 | $10.6M |
| American Century Companies Inc. | 0.01% | Add +12.0% | 168,299 | $10.0M |
| Citigroup Inc. | 0.01% | Add +78.8% | 167,315 | $9.9M |
| Guardian Partners Inc. | 0.97% | — | 162,908 | $9.5M |
| Bridgewater Associates | 0.04% | Add +720.8% | 158,802 | $9.4M |
| Generali Asset Management SPA SGR | 0.22% | — | 101,546 | $8.7M |
| SIG North Trading, ULC | 1.91% | Add +54.2% | 140,588 | $8.3M |
| USS Investment Management Ltd | 0.06% | Reduce -11.5% | 138,227 | $8.2M |
| AustralianSuper Pty Ltd | 0.04% | Reduce -16.3% | 137,427 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +52.4% | 135,623 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -55.0% | 133,658 | $7.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 128,430 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $7.6M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.