Sun Life FinancialSLF
13F holders, Q3 2025 (September 30)432holders −15
33new positions
49sold out
7famous investors
$60.20avg. 13F price*
At the end of Q3 2025, 432 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 15 from Q2 2025. 33 opened new positions and 49 sold out. The largest holders were Royal Bank of Canada ($3.0B), Vanguard Group Inc. ($1.5B) and TD Asset Management Inc ($944.3M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $57.7M |
| Exits | 49 | $202.2M |
All 13F filers, Q2 2025 → Q3 2025: 9,438,148 shares bought and 19,296,466 shares sold, net −9,858,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Royal Bank of Canada | 0.54% | Reduce -2.3% | 50,380,557 | $3.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 25,349,312 | $1.5B |
| TD Asset Management Inc | 0.77% | Reduce -0.5% | 15,721,499 | $944.3M |
| 1832 Asset Management L.P. | 1.03% | Add +0.4% | 10,177,979 | $611.0M |
| Bank of Montreal | 0.25% | Reduce -9.1% | 9,816,271 | $589.3M |
| Mackenzie Financial Corp. | 0.66% | Reduce -17.2% | 9,075,223 | $544.8M |
| Manufacturers Life Insurance Company, The | 0.40% | Reduce -4.6% | 7,968,948 | $478.6M |
| National Bank of Canada | 0.49% | Add +7.1% | 7,197,501 | $431.4M |
| Toronto Dominion Bank | 0.68% | Add +0.8% | 5,782,091 | $347.0M |
| Federation des caisses Desjardins du Quebec | 1.33% | Reduce -10.4% | 5,648,981 | $338.2M |
| FMR LLC | 0.02% | Add +13.9% | 5,367,671 | $322.3M |
| Geode Capital Management, LLC | 0.02% | Add +12.0% | 5,182,568 | $317.3M |
| Cibc World Market Inc. | 0.62% | Reduce -2.5% | 5,017,368 | $301.2M |
| Bank of Nova Scotia | 0.50% | Reduce -23.4% | 4,713,666 | $283.1M |
| Beutel, Goodman & Co Ltd. | 1.54% | Reduce -7.3% | 4,265,170 | $256.2M |
| Legal & General Group Plc | 0.05% | Add +10.6% | 3,859,614 | $231.8M |
| Canada Pension Plan Investment Board | 0.16% | Add +33.8% | 3,777,868 | $226.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.69% | Reduce -23.0% | 3,668,157 | $220.2M |
| CIBC Asset Management Inc | 0.60% | Reduce -38.0% | 3,431,117 | $206.7M |
| Scotia Capital Inc. | 0.84% | Add +6.3% | 3,303,733 | $197.7M |
| Letko, Brosseau & Associates Inc. | 3.30% | Add +16.2% | 3,195,004 | $191.9M |
| JPMorgan Chase & Co. | 0.01% | Add +9.8% | 2,733,974 | $164.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -25.5% | 2,348,292 | $141.0M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 2,117,874 | $127.1M |
| TD Waterhouse Canada Inc. | 0.80% | Add +4.6% | 1,971,812 | $122.4M |
| HSBC Holdings PLC | 0.07% | Add +8.5% | 1,953,362 | $117.3M |
| Amundi | 0.03% | Add +3.5% | 1,659,650 | $101.5M |
| Bank of America Corp. | 0.01% | Add +12.7% | 1,655,746 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.4% | 1,639,801 | $98.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.1% | 1,623,103 | $97.5M |
| Swiss National Bank | 0.06% | Reduce -6.8% | 1,621,600 | $97.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.16% | Add +251.3% | 1,405,000 | $84.4M |
| Invesco Ltd. | 0.01% | Add +9.2% | 1,358,131 | $81.5M |
| Intact Investment Management Inc. | 2.31% | Add +226.8% | 1,270,947 | $76.3M |
| Deutsche Bank AG | 0.02% | Add +0.5% | 1,178,262 | $70.7M |
| Agf Management Ltd. | 0.31% | Reduce -26.0% | 904,484 | $70.7M |
| Cardinal Capital Management, Inc. | 1.99% | Add +0.6% | 1,145,224 | $68.8M |
| Value Partners Investments Inc. | 5.48% | Add +0.1% | 1,119,133 | $67.2M |
| Alberta Investment Management Corp | 0.53% | Reduce -15.1% | 1,102,300 | $66.2M |
| DekaBank Deutsche Girozentrale | 0.10% | No change | 1,049,330 | $61.6M |
| Wellington Management Group LLP | 0.01% | Reduce -5.5% | 1,004,968 | $60.4M |
| QV Investors Inc. | 5.21% | Reduce -16.1% | 1,002,763 | $60.2M |
| Mufg Securities (canada), LTD. | 1.56% | Reduce -2.8% | 931,879 | $56.0M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 896,522 | $53.8M |
| UBS Group AG | 0.01% | Add +12.8% | 781,506 | $46.9M |
| Fiera Capital Corp | 0.15% | Reduce -2.8% | 753,868 | $45.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Reduce -40.9% | 744,357 | $44.7M |
| First Trust Advisors LP | 0.03% | Add +7.3% | 708,992 | $42.6M |
| Todd Asset Management LLC | 0.82% | Add +5.7% | 671,520 | $40.3M |
| Bank of New York Mellon Corp | 0.01% | Add +5.4% | 639,908 | $38.4M |
| Kepler Cheuvreux (Suisse) SA | 2.07% | — | 459,276 | $38.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -0.5% | 593,318 | $35.2M |
| Allianz Asset Management GmbH | 0.04% | Add +6.4% | 573,653 | $34.5M |
| Korea Investment CORP | 0.07% | Add +18.3% | 550,700 | $33.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -6.3% | 543,267 | $32.6M |
| Aviva PLC | 0.06% | Add +13.5% | 541,889 | $32.5M |
| Northwest & Ethical Investments L.P. | 0.76% | Reduce -19.6% | 538,663 | $32.3M |
| Public Sector Pension Investment Board | 0.12% | Reduce -38.3% | 527,007 | $31.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 500,775 | $30.1M |
| Nearwater Capital Markets, Ltd | 0.39% | New | 490,000 | $29.4M |
| SIG North Trading, ULC | 4.40% | Add +475.9% | 476,312 | $28.6M |
| Guardian Capital LP | 0.88% | Add +44.2% | 452,127 | $27.2M |
| GMO | 0.08% | Reduce -6.9% | 445,452 | $26.7M |
| Jupiter Asset Management Ltd. | 0.23% | Reduce -41.8% | 436,831 | $26.2M |
| Neuberger Berman Group LLC | 0.02% | Add +13.3% | 427,849 | $25.7M |
| Teachers Retirement System of the State of Kentucky | 0.18% | Add +8.3% | 403,750 | $24.2M |
| Forsta Ap-Fonden | 0.14% | Add +19.5% | 395,800 | $23.8M |
| Nuveen, LLC | 0.01% | Reduce -1.9% | 393,339 | $23.6M |
| Citigroup Inc. | 0.02% | Add +117.7% | 372,723 | $22.4M |
| Nicola Wealth Management LTD. | 1.91% | Add +28.7% | 356,800 | $21.4M |
| State of Tennessee, Department of Treasury | 0.07% | Add +0.0% | 328,552 | $19.7M |
| Van Eck Associates Corp. | 0.02% | Add +24.7% | 317,594 | $19.1M |
| Bridgewater Associates | 0.07% | Reduce -3.4% | 316,445 | $19.0M |
| Bank of Nova Scotia Trust Co. | 1.74% | Add +0.6% | 312,076 | $18.7M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.4% | 303,734 | $18.2M |
| Montrusco Bolton Investments Inc. | 0.21% | Reduce -17.9% | 302,549 | $18.2M |
| APG Asset Management N.V. | 0.05% | Add +1.1% | 320,900 | $16.4M |
| American Century Companies Inc. | 0.01% | Add +21.1% | 252,939 | $15.2M |
| AXA Investment Managers S.A. | 0.04% | — | 250,961 | $15.1M |
| Systematic Alpha Investments, LLC | 0.50% | No change | 250,808 | $15.1M |
| Franklin Resources Inc. | 0.00% | Reduce -24.8% | 226,272 | $13.6M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +1.4% | 216,645 | $13.0M |
| Crossmark Global Holdings, Inc. | 0.19% | Reduce -1.4% | 210,730 | $12.7M |
| MUFG Securities EMEA plc | 0.30% | New | 200,000 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +468.1% | 185,840 | $11.2M |
| Varma Mutual Pension Insurance Co | 0.07% | Add +8.7% | 183,564 | $11.0M |
| Addenda Capital Inc. | 0.31% | Add +0.1% | 124,885 | $10.4M |
| Sienna Gestion | 0.71% | No change | 186,385 | $10.2M |
| Man Group plc | 0.02% | Reduce -10.6% | 159,177 | $9.6M |
| Royal London Asset Management Ltd. | 0.02% | No change | 158,027 | $9.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -67.1% | 148,534 | $8.9M |
| Guardian Partners Inc. | 0.75% | Reduce -2.9% | 146,586 | $8.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.37% | Reduce -16.0% | 136,639 | $8.2M |
| Aviso Financial Inc. | 0.31% | Reduce -2.2% | 127,474 | $7.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | No change | 123,848 | $7.4M |
| Lorne Steinberg Wealth Management Inc. | 1.70% | Add +1.3% | 117,826 | $7.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.9% | 114,881 | $6.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +13.6% | 111,478 | $6.7M |
| AustralianSuper Pty Ltd | 0.03% | Reduce -30.8% | 106,561 | $6.4M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -60.2% | 104,984 | $6.3M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.