Sun Life FinancialSLF
13F holders, Q2 2025 (June 30)447holders +26
52new positions
30sold out
6famous investors
$66.55avg. 13F price*
At the end of Q2 2025, 447 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 26 from Q1 2025. 52 opened new positions and 30 sold out. The largest holders were Royal Bank of Canada ($3.4B), Vanguard Group Inc. ($1.7B) and TD Asset Management Inc ($1.0B). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $153.8M |
| Exits | 30 | $15.6M |
All 13F filers, Q1 2025 → Q2 2025: 17,062,568 shares bought and 14,109,721 shares sold, net +2,952,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| Royal Bank of Canada | 0.67% | Add +15.2% | 51,572,987 | $3.4B |
| Vanguard Group Inc. | 0.03% | Add +3.4% | 25,422,211 | $1.7B |
| TD Asset Management Inc | 0.90% | Reduce -1.9% | 15,796,516 | $1.0B |
| Mackenzie Financial Corp. | 0.95% | Reduce -9.5% | 10,957,260 | $729.5M |
| Bank of Montreal | 0.36% | Reduce -4.4% | 10,797,819 | $718.9M |
| 1832 Asset Management L.P. | 1.17% | Reduce -2.0% | 10,135,767 | $673.5M |
| Manufacturers Life Insurance Company, The | 0.50% | Reduce -2.6% | 8,355,498 | $553.1M |
| National Bank of Canada | 0.48% | Add +31.1% | 6,722,256 | $445.9M |
| Federation des caisses Desjardins du Quebec | 1.83% | Reduce -6.6% | 6,305,308 | $417.1M |
| Bank of Nova Scotia | 0.84% | Add +6.5% | 6,157,205 | $409.6M |
| Toronto Dominion Bank | 0.83% | Add +0.7% | 5,739,034 | $382.1M |
| CIBC Asset Management Inc | 1.16% | Reduce -22.3% | 5,529,799 | $368.7M |
| Norges Bank | 0.05% | Reduce -14.6% | 5,450,205 | $362.9M |
| Cibc World Market Inc. | 0.76% | Reduce -15.0% | 5,147,796 | $342.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.12% | Reduce -3.9% | 4,766,443 | $317.4M |
| FMR LLC | 0.02% | Reduce -3.0% | 4,714,235 | $313.7M |
| Geode Capital Management, LLC | 0.02% | Add +19.4% | 4,625,675 | $312.1M |
| Beutel, Goodman & Co Ltd. | 1.74% | Reduce -5.8% | 4,601,560 | $305.6M |
| Legal & General Group Plc | 0.06% | Reduce -9.4% | 3,488,475 | $231.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +13.6% | 3,153,689 | $209.6M |
| Scotia Capital Inc. | 0.97% | Add +0.9% | 3,107,058 | $205.5M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -33.1% | 2,824,364 | $188.1M |
| Letko, Brosseau & Associates Inc. | 3.49% | Reduce -0.8% | 2,748,794 | $182.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.3% | 2,490,651 | $165.5M |
| Morgan Stanley | 0.01% | Add +6.4% | 2,203,935 | $146.5M |
| TD Waterhouse Canada Inc. | 0.89% | Add +7.2% | 1,884,994 | $124.4M |
| HSBC Holdings PLC | 0.08% | Add +8.0% | 1,800,087 | $119.9M |
| Swiss National Bank | 0.07% | Add +6.2% | 1,740,900 | $115.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,658,168 | $110.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.0% | 1,616,699 | $107.4M |
| Amundi | 0.04% | Reduce -4.4% | 1,603,978 | $103.6M |
| Agf Management Ltd. | 0.45% | Reduce -33.7% | 1,222,648 | $98.0M |
| Bank of America Corp. | 0.01% | Add +37.3% | 1,469,638 | $97.7M |
| Picton Mahoney Asset Management | 1.24% | New | 1,322,756 | $87.7M |
| Alberta Investment Management Corp | 0.73% | Add +3.2% | 1,297,900 | $86.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.49% | Reduce -0.7% | 1,259,892 | $83.9M |
| Invesco Ltd. | 0.01% | Reduce -2.7% | 1,243,434 | $82.6M |
| QV Investors Inc. | 7.78% | Reduce -10.1% | 1,194,699 | $79.3M |
| Deutsche Bank AG | 0.03% | Add +15.2% | 1,172,655 | $77.9M |
| Cardinal Capital Management, Inc. | 2.37% | Add +0.8% | 1,138,144 | $75.7M |
| Value Partners Investments Inc. | 5.80% | Reduce -0.3% | 1,117,570 | $74.2M |
| Wellington Management Group LLP | 0.01% | Add +31.5% | 1,063,159 | $70.6M |
| DekaBank Deutsche Girozentrale | 0.12% | Reduce -1.0% | 1,049,330 | $69.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.2% | 960,897 | $63.9M |
| Mufg Securities (canada), LTD. | 1.94% | Add +9.5% | 958,510 | $63.7M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 932,307 | $62.0M |
| Public Sector Pension Investment Board | 0.24% | Add +1441.6% | 854,747 | $56.8M |
| Fiera Capital Corp | 0.17% | Reduce -9.3% | 775,396 | $51.6M |
| Jupiter Asset Management Ltd. | 0.42% | Reduce -15.8% | 749,905 | $49.8M |
| UBS Group AG | 0.01% | Add +19.4% | 692,667 | $46.0M |
| Northwest & Ethical Investments L.P. | 1.11% | Reduce -8.9% | 670,116 | $44.6M |
| First Trust Advisors LP | 0.04% | Reduce -17.5% | 660,887 | $43.9M |
| Todd Asset Management LLC | 0.91% | Add +1.2% | 635,316 | $42.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 606,981 | $40.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -17.1% | 596,478 | $39.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -1.4% | 580,134 | $38.5M |
| Allianz Asset Management GmbH | 0.05% | Reduce -27.2% | 539,307 | $35.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 501,335 | $33.3M |
| GMO | 0.10% | Add +8.5% | 478,483 | $31.8M |
| Aviva PLC | 0.07% | Reduce -51.9% | 477,503 | $31.8M |
| Korea Investment CORP | 0.07% | Reduce -4.0% | 465,344 | $30.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +1.6% | 451,279 | $30.0M |
| Hillsdale Investment Management Inc. | 1.04% | Add +525.8% | 421,138 | $28.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | New | 400,000 | $26.6M |
| Nuveen, LLC | 0.01% | Reduce -0.8% | 400,997 | $26.6M |
| Intact Investment Management Inc. | 0.88% | Reduce -70.3% | 388,877 | $25.9M |
| Neuberger Berman Group LLC | 0.02% | Add +0.3% | 377,757 | $25.1M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 372,750 | $24.8M |
| Montrusco Bolton Investments Inc. | 0.27% | Add +4.6% | 368,367 | $24.5M |
| Two Sigma Investments, LP | 0.04% | Add +190.9% | 336,491 | $22.4M |
| Forsta Ap-Fonden | 0.14% | Add +17.8% | 331,200 | $22.0M |
| State of Tennessee, Department of Treasury | 0.08% | No change | 328,452 | $21.8M |
| Bridgewater Associates | 0.09% | Reduce -18.5% | 327,702 | $21.8M |
| Guardian Capital LP | 0.74% | Add +3.6% | 313,579 | $20.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.5% | 311,072 | $20.7M |
| Bank of Nova Scotia Trust Co. | 2.03% | Add +2.1% | 310,147 | $20.6M |
| FIL Ltd | 0.02% | Reduce -34.5% | 308,492 | $20.5M |
| Franklin Resources Inc. | 0.01% | Add +3.7% | 300,735 | $20.0M |
| Nicola Wealth Management LTD. | 1.73% | Add +59.2% | 277,300 | $18.4M |
| AXA S.A. | 0.05% | Reduce -28.9% | 276,528 | $18.4M |
| APG Asset Management N.V. | 0.05% | Add +0.9% | 317,500 | $18.0M |
| Quadrature Capital Ltd | 0.30% | New | 267,500 | $17.7M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -72.1% | 264,048 | $17.5M |
| Van Eck Associates Corp. | 0.02% | Add +41.1% | 254,731 | $17.0M |
| Systematic Alpha Investments, LLC | 0.59% | No change | 250,808 | $16.7M |
| Crossmark Global Holdings, Inc. | 0.23% | Add +1.2% | 213,774 | $14.2M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Add +1.0% | 213,545 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +134.0% | 211,475 | $14.1M |
| American Century Companies Inc. | 0.01% | Add +15.5% | 208,894 | $13.9M |
| Man Group plc | 0.03% | Reduce -57.9% | 178,134 | $11.8M |
| Waratah Capital Advisors Ltd. | 0.79% | Add +14.0% | 174,679 | $11.6M |
| Citigroup Inc. | 0.01% | Add +11.1% | 171,238 | $11.4M |
| Addenda Capital Inc. | 0.41% | Reduce -0.7% | 124,805 | $11.3M |
| Sienna Gestion | 0.78% | Add +11.0% | 186,385 | $11.3M |
| Varma Mutual Pension Insurance Co | 0.08% | Add +0.6% | 168,864 | $11.2M |
| Lombard Odier Asset Management (Switzerland) SA | 0.55% | Add +0.7% | 162,716 | $10.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 158,027 | $10.5M |
| AustralianSuper Pty Ltd | 0.05% | Reduce -0.8% | 154,005 | $10.3M |
| Guardian Partners Inc. | 0.84% | Reduce -6.6% | 150,925 | $9.3M |
| Aviso Financial Inc. | 0.39% | Add +14.2% | 130,400 | $8.7M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.