Sun Life FinancialSLF
13F holders, Q1 2025 (March 31)421holders −20
30new positions
45sold out
7famous investors
$57.42avg. 13F price*
At the end of Q1 2025, 421 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 20 from Q4 2024. 30 opened new positions and 45 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($921.3M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $80.9M |
| Exits | 45 | $44.5M |
All 13F filers, Q4 2024 → Q1 2025: 13,277,858 shares bought and 12,887,259 shares sold, net +390,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Royal Bank of Canada | 0.57% | Add +2.0% | 44,756,266 | $2.6B |
| Vanguard Group Inc. | 0.03% | Add +1.5% | 24,595,092 | $1.4B |
| TD Asset Management Inc | 0.85% | Add +2.4% | 16,100,340 | $921.3M |
| Mackenzie Financial Corp. | 0.98% | Reduce -6.5% | 12,102,412 | $692.6M |
| Bank of Montreal | 0.35% | Add +3.8% | 11,289,897 | $646.3M |
| 1832 Asset Management L.P. | 1.13% | Add +8.9% | 10,338,250 | $592.0M |
| Manufacturers Life Insurance Company, The | 0.47% | Reduce -9.2% | 8,580,800 | $493.8M |
| CIBC Asset Management Inc | 1.36% | Reduce -1.1% | 7,116,294 | $408.6M |
| Federation des caisses Desjardins du Quebec | 1.91% | Add +5.2% | 6,748,255 | $385.7M |
| Norges Bank | 0.05% | Reduce -1.0% | 6,377,880 | $365.1M |
| Cibc World Market Inc. | 0.79% | Reduce -16.9% | 6,057,894 | $346.8M |
| Bank of Nova Scotia | 0.75% | Add +4.8% | 5,780,001 | $330.8M |
| Toronto Dominion Bank | 0.84% | Reduce -1.5% | 5,698,076 | $326.2M |
| National Bank of Canada | 0.34% | Reduce -8.4% | 5,129,117 | $293.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.24% | Add +7.1% | 4,957,785 | $283.8M |
| Beutel, Goodman & Co Ltd. | 1.61% | Reduce -7.6% | 4,885,061 | $279.5M |
| FMR LLC | 0.02% | Reduce -5.9% | 4,862,296 | $278.3M |
| Canada Pension Plan Investment Board | 0.23% | Add +47.2% | 4,221,447 | $241.6M |
| Geode Capital Management, LLC | 0.02% | Add +11.8% | 3,874,907 | $226.1M |
| Legal & General Group Plc | 0.06% | Add +5.2% | 3,852,488 | $220.5M |
| Scotia Capital Inc. | 0.94% | Add +3.6% | 3,080,459 | $176.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +282.5% | 2,776,920 | $159.0M |
| Letko, Brosseau & Associates Inc. | 3.37% | Add +4.4% | 2,769,959 | $158.5M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 2,548,672 | $145.9M |
| Agf Management Ltd. | 0.65% | Add +0.1% | 1,844,848 | $122.9M |
| Morgan Stanley | 0.01% | Add +8.3% | 2,072,115 | $118.6M |
| TD Waterhouse Canada Inc. | 0.82% | Reduce -10.5% | 1,757,933 | $100.4M |
| Amundi | 0.04% | Reduce -0.3% | 1,677,345 | $97.7M |
| HSBC Holdings PLC | 0.06% | Reduce -20.3% | 1,666,645 | $95.4M |
| Swiss National Bank | 0.07% | Reduce -2.3% | 1,638,800 | $93.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.0% | 1,616,435 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 1,607,702 | $92.0M |
| QV Investors Inc. | 7.68% | Reduce -1.8% | 1,328,840 | $76.0M |
| Intact Investment Management Inc. | 2.57% | Reduce -31.5% | 1,308,817 | $74.9M |
| Invesco Ltd. | 0.01% | Add +0.1% | 1,277,817 | $73.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.45% | Reduce -33.2% | 1,268,367 | $72.6M |
| Alberta Investment Management Corp | 0.52% | No change | 1,257,900 | $72.0M |
| Cardinal Capital Management, Inc. | 2.20% | Add +0.5% | 1,129,139 | $64.7M |
| Value Partners Investments Inc. | 5.55% | Add +1002.9% | 1,120,888 | $64.2M |
| Bank of America Corp. | 0.01% | Reduce -30.2% | 1,070,669 | $61.3M |
| DekaBank Deutsche Girozentrale | 0.12% | Add +1.0% | 1,059,995 | $59.5M |
| Deutsche Bank AG | 0.02% | Add +7.3% | 1,018,191 | $58.3M |
| Aviva PLC | 0.14% | Add +16.8% | 993,450 | $56.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -20.5% | 982,092 | $56.2M |
| Caisse de depot et placement du Quebec | 0.11% | Add +1.5% | 946,673 | $54.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.9% | 903,693 | $51.7M |
| Jupiter Asset Management Ltd. | 0.49% | New | 890,680 | $51.0M |
| Mufg Securities (canada), LTD. | 1.75% | Reduce -0.4% | 875,596 | $50.1M |
| Fiera Capital Corp | 0.18% | Add +5.0% | 855,352 | $49.0M |
| Wellington Management Group LLP | 0.01% | Reduce -40.2% | 808,309 | $46.3M |
| First Trust Advisors LP | 0.04% | Add +0.7% | 801,508 | $45.9M |
| Allianz Asset Management GmbH | 0.06% | Add +94.4% | 740,391 | $42.4M |
| Northwest & Ethical Investments L.P. | 1.14% | Add +6.8% | 735,766 | $42.1M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +5.3% | 719,957 | $41.2M |
| Todd Asset Management LLC | 0.85% | Reduce -1.2% | 628,002 | $36.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.7% | 591,310 | $33.9M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -0.1% | 588,603 | $33.6M |
| UBS Group AG | 0.01% | Reduce -46.6% | 580,153 | $33.2M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 522,752 | $29.9M |
| Korea Investment CORP | 0.07% | Add +13.6% | 484,568 | $27.7M |
| FIL Ltd | 0.03% | Reduce -36.5% | 471,198 | $27.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +10.6% | 444,409 | $25.4M |
| GMO | 0.08% | Add +56.9% | 441,173 | $25.3M |
| Man Group plc | 0.07% | Reduce -30.6% | 423,557 | $24.2M |
| Nuveen, LLC | 0.01% | — | 404,285 | $23.1M |
| Bridgewater Associates | 0.11% | Add +153.2% | 402,095 | $23.0M |
| AXA S.A. | 0.07% | Add +21.1% | 389,052 | $22.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.1% | 376,564 | $21.6M |
| Teachers Retirement System of the State of Kentucky | 0.19% | No change | 372,750 | $21.3M |
| Montrusco Bolton Investments Inc. | 0.26% | Add +3230.7% | 352,150 | $20.2M |
| Unigestion Holding SA | 1.17% | Add +44.2% | 349,270 | $20.0M |
| Lombard Odier Asset Management (Switzerland) SA | 1.10% | Add +401.5% | 161,601 | $19.1M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.1% | 328,452 | $18.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.0% | 319,064 | $18.3M |
| Bank of Nova Scotia Trust Co. | 1.86% | Reduce -4.0% | 303,723 | $17.4M |
| Guardian Capital LP | 0.68% | Reduce -5.4% | 302,813 | $17.3M |
| APG Asset Management N.V. | 0.05% | Add +0.1% | 314,500 | $16.7M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 289,980 | $16.6M |
| Forsta Ap-Fonden | 0.12% | Add +0.4% | 281,200 | $16.1M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $14.4M |
| Crossmark Global Holdings, Inc. | 0.21% | Add +6.2% | 211,272 | $12.1M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -7.2% | 211,345 | $12.1M |
| SIG North Trading, ULC | 2.31% | Add +40.4% | 197,434 | $11.3M |
| Addenda Capital Inc. | 0.38% | Reduce -0.5% | 125,649 | $10.3M |
| American Century Companies Inc. | 0.01% | Add +7.4% | 180,809 | $10.3M |
| Van Eck Associates Corp. | 0.01% | Add +43.0% | 180,485 | $10.3M |
| Nicola Wealth Management LTD. | 0.97% | New | 174,200 | $10.0M |
| Varma Mutual Pension Insurance Co | 0.08% | Reduce -10.1% | 167,864 | $9.6M |
| Sienna Gestion | 0.76% | Reduce -6.1% | 167,885 | $9.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +24.0% | 158,027 | $9.0M |
| Guardian Partners Inc. | 0.93% | Reduce -0.8% | 161,604 | $9.0M |
| AustralianSuper Pty Ltd | 0.05% | Add +12.9% | 155,229 | $8.9M |
| Citigroup Inc. | 0.01% | Reduce -7.9% | 154,099 | $8.8M |
| Waratah Capital Advisors Ltd. | 0.60% | Reduce -64.1% | 153,246 | $8.8M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Reduce -61.7% | 137,600 | $7.9M |
| Two Sigma Advisers, LP | 0.02% | Reduce -69.2% | 135,532 | $7.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +0.6% | 129,211 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -11.0% | 120,734 | $6.9M |
| Lorne Steinberg Wealth Management Inc. | 1.94% | Add +0.9% | 115,925 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -90.4% | 115,681 | $6.6M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.