Sun Life FinancialSLF
13F holders, Q4 2025 (December 31)440holders +8
39new positions
38sold out
7famous investors
$62.76avg. 13F price*
At the end of Q4 2025, 440 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 8 from Q3 2025. 39 opened new positions and 38 sold out. The largest holders were Royal Bank of Canada ($2.8B), Vanguard Group Inc. ($1.6B) and TD Asset Management Inc ($959.1M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $64.7M |
| Exits | 38 | $218.2M |
All 13F filers, Q3 2025 → Q4 2025: 15,897,530 shares bought and 23,622,260 shares sold, net −7,724,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Royal Bank of Canada | 0.50% | Reduce -10.1% | 45,298,133 | $2.8B |
| Vanguard Group Inc. | 0.02% | Add +2.1% | 25,884,084 | $1.6B |
| TD Asset Management Inc | 0.77% | Reduce -2.4% | 15,344,924 | $959.1M |
| Bank of Montreal | 0.27% | Add +5.3% | 10,333,278 | $645.1M |
| 1832 Asset Management L.P. | 0.81% | Add +0.3% | 10,208,238 | $637.0M |
| Manufacturers Life Insurance Company, The | 0.40% | Reduce -4.0% | 7,651,567 | $478.6M |
| Cibc World Market Inc. | 0.75% | Add +33.5% | 6,698,719 | $418.2M |
| Norges Bank | 0.04% | — | 6,376,216 | $398.0M |
| National Bank of Canada | 0.40% | Reduce -12.2% | 6,318,169 | $393.8M |
| Toronto Dominion Bank | 0.69% | Add +7.9% | 6,241,385 | $389.6M |
| Mackenzie Financial Corp. | 0.46% | Reduce -31.6% | 6,208,589 | $388.3M |
| Bank of Nova Scotia | 0.56% | Add +27.1% | 5,991,249 | $374.0M |
| Geode Capital Management, LLC | 0.02% | Add +6.7% | 5,529,609 | $353.2M |
| Federation des caisses Desjardins du Quebec | 1.33% | Reduce -1.3% | 5,574,031 | $347.8M |
| FMR LLC | 0.02% | Add +0.1% | 5,373,177 | $335.4M |
| Canada Pension Plan Investment Board | 0.21% | Add +31.8% | 4,980,720 | $310.9M |
| Morgan Stanley | 0.01% | Add +86.6% | 3,952,646 | $246.6M |
| Legal & General Group Plc | 0.05% | Add +0.9% | 3,896,312 | $243.5M |
| Scotia Capital Inc. | 0.82% | Reduce -0.9% | 3,274,447 | $204.2M |
| Letko, Brosseau & Associates Inc. | 3.28% | Add +0.4% | 3,208,223 | $200.5M |
| Beutel, Goodman & Co Ltd. | 1.22% | Reduce -25.6% | 3,173,364 | $198.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.45% | Reduce -25.1% | 2,748,278 | $171.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.3% | 2,589,180 | $161.6M |
| Wellington Management Group LLP | 0.02% | Add +123.4% | 2,245,209 | $140.3M |
| TD Waterhouse Canada Inc. | 0.85% | Add +10.9% | 2,187,623 | $136.4M |
| Intact Investment Management Inc. | 3.61% | Add +58.3% | 2,012,083 | $125.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 1,695,074 | $106.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.1% | 1,638,603 | $102.3M |
| Bank of America Corp. | 0.01% | Reduce -3.1% | 1,604,088 | $100.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.0% | 1,574,645 | $98.3M |
| Swiss National Bank | 0.06% | Reduce -8.4% | 1,485,600 | $92.9M |
| Cardinal Capital Management, Inc. | 2.07% | Reduce -6.2% | 1,074,314 | $92.0M |
| Invesco Ltd. | 0.01% | Add +1.9% | 1,383,327 | $86.3M |
| CIBC Asset Management Inc | 0.20% | Reduce -60.8% | 1,345,239 | $84.0M |
| Amundi | 0.02% | Reduce -25.8% | 1,232,137 | $76.9M |
| BCV Asset Management Inc. | 1.93% | — | 867,770 | $76.4M |
| Deutsche Bank AG | 0.02% | Reduce -3.8% | 1,133,867 | $70.8M |
| Value Partners Investments Inc. | 5.39% | Add +0.4% | 1,123,812 | $70.3M |
| Two Sigma Investments, LP | 0.10% | Add +822.3% | 1,059,581 | $66.1M |
| Agf Management Ltd. | 0.27% | Reduce -21.5% | 709,698 | $60.8M |
| DekaBank Deutsche Girozentrale | 0.10% | No change | 1,049,330 | $59.2M |
| Alberta Investment Management Corp | 0.39% | Reduce -15.9% | 927,400 | $57.9M |
| BlackRock, Inc. | 0.00% | Reduce -4.7% | 854,461 | $53.3M |
| Mufg Securities (canada), LTD. | 1.47% | Reduce -8.9% | 848,740 | $53.0M |
| QV Investors Inc. | 4.08% | Reduce -20.4% | 798,515 | $49.9M |
| AQR Capital Management | 0.03% | Add +5525.4% | 797,851 | $49.8M |
| Fiera Capital Corp | 0.13% | Reduce -10.2% | 677,197 | $42.3M |
| First Trust Advisors LP | 0.03% | Reduce -5.5% | 670,372 | $41.8M |
| Todd Asset Management LLC | 0.80% | Reduce -2.3% | 656,126 | $40.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +10.3% | 599,290 | $37.5M |
| UBS Group AG | 0.01% | Reduce -23.6% | 597,437 | $37.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.8% | 590,007 | $36.8M |
| Aviva PLC | 0.06% | Add +5.1% | 569,408 | $35.6M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -7.6% | 548,020 | $34.2M |
| Van Eck Associates Corp. | 0.03% | Add +70.0% | 540,004 | $33.7M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 534,107 | $33.3M |
| GMO | 0.08% | Add +18.9% | 529,521 | $33.1M |
| Korea Investment CORP | 0.06% | Reduce -10.1% | 495,169 | $31.0M |
| Guardian Capital LP | 0.87% | Add +3.5% | 467,976 | $29.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.15% | Reduce -38.4% | 458,240 | $28.6M |
| Northwest & Ethical Investments L.P. | 0.62% | Reduce -17.8% | 442,833 | $27.6M |
| D. E. Shaw & Co. | 0.02% | Add +138.1% | 442,458 | $27.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | New | 308,197 | $26.4M |
| Public Sector Pension Investment Board | 0.09% | Reduce -21.2% | 415,424 | $25.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.2% | 405,549 | $25.3M |
| Teachers Retirement System of the State of Kentucky | 0.19% | No change | 403,750 | $25.2M |
| Two Sigma Advisers, LP | 0.05% | Add +628.0% | 397,732 | $24.8M |
| Nuveen, LLC | 0.01% | Reduce -0.3% | 392,091 | $24.5M |
| Caisse de depot et placement du Quebec | 0.04% | Add +249.6% | 366,999 | $22.9M |
| Nicola Wealth Management LTD. | 2.08% | Add +2.8% | 366,900 | $22.9M |
| Millennium Management | 0.02% | Add +673.0% | 355,290 | $22.2M |
| Barclays PLC | 0.01% | Add +1138.3% | 331,330 | $20.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +8.4% | 329,274 | $20.6M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.7% | 322,936 | $20.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -43.5% | 324,117 | $20.3M |
| Jane Street Group, LLC | 0.02% | Add +1467.8% | 322,032 | $20.1M |
| Man Group plc | 0.04% | Add +98.9% | 316,540 | $19.8M |
| Bank of Nova Scotia Trust Co. | 1.68% | Reduce -0.6% | 310,263 | $19.4M |
| Bridgewater Associates | 0.07% | Reduce -3.1% | 306,563 | $19.2M |
| American Century Companies Inc. | 0.01% | Add +17.6% | 297,365 | $18.6M |
| Forsta Ap-Fonden | 0.11% | Reduce -25.1% | 296,300 | $18.5M |
| SIG North Trading, ULC | 2.84% | Reduce -45.4% | 259,942 | $16.2M |
| Citigroup Inc. | 0.01% | Reduce -30.6% | 258,658 | $16.2M |
| APG Asset Management N.V. | 0.05% | Reduce -6.8% | 299,208 | $15.9M |
| Systematic Alpha Investments, LLC | 0.49% | No change | 250,808 | $15.7M |
| Kepler Cheuvreux (Suisse) SA | 0.82% | Reduce -62.9% | 170,360 | $14.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 229,867 | $14.3M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +1.4% | 219,593 | $13.7M |
| Purpose Unlimited Inc. | 0.61% | — | 211,161 | $13.2M |
| Montrusco Bolton Investments Inc. | 0.16% | Reduce -32.8% | 203,469 | $12.7M |
| State of Wisconsin Investment Board | 0.03% | New | 197,000 | $12.3M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -6.7% | 196,621 | $12.3M |
| Sienna Gestion | 0.70% | No change | 186,385 | $11.6M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.17% | — | 184,982 | $11.6M |
| Swiss Life Asset Management Ltd | 0.05% | Add +97.2% | 172,027 | $10.7M |
| Addenda Capital Inc. | 0.28% | Reduce -9.3% | 113,230 | $9.7M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -1.8% | 155,259 | $9.7M |
| Guardian Partners Inc. | 0.78% | Add +1.1% | 148,149 | $9.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -1.9% | 145,733 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +49.3% | 145,405 | $9.1M |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.