SUN LIFE FINANCIAL INC (SLF) Institutional Shareholders

SUN LIFE FINANCIAL INC (SLF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.30B in SLF holdings during the latest filing period.

Royal Bank Of Canada is currently the largest disclosed institutional shareholder of SLF tracked by InsiderSet, reporting ownership valued at approximately $2.61B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.45B, representing an estimated gain of +32.59% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SLF value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Vanguard Capital Management Llc, Td Asset Management Inc, and several other long-term asset managers with concentrated positions in SUN LIFE FINANCIAL INC (SLF).

This page ranks the largest institutional SLF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

455

Total Reported Value

$15.30B

Largest Holder

Royal Bank Of Canada

Largest Position

$2.61B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

1

Page 1 of 10
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Royal Bank Of Canada0.49%41,647,668$2,605,478,000$3,454,674,061+$849,196,061+32.59%
Vanguard Capital Management Llc0.03%15,974,651$1,000,779,936$1,325,097,300+$324,317,364+32.41%
Td Asset Management Inc0.71%14,022,998$875,715,148$1,163,207,684+$287,492,536+32.83%
Bank Of Montreal0.27%10,383,850$650,654,125$861,340,358+$210,686,233+32.38%
Cibc World Market Inc.1.03%9,316,439$583,488,575$772,798,615+$189,310,040+32.44%
1832 Asset Management L.P.0.75%9,063,878$567,036,208$751,848,680+$184,812,472+32.59%
Toronto Dominion Bank0.85%7,050,377$441,761,523$584,828,772+$143,067,249+32.39%
Manufacturers Life Insurance Company, The0.37%6,945,264$434,711,922$576,109,649+$141,397,727+32.53%
Td Waterhouse Canada Inc.1.14%5,506,035$433,831,555$456,725,603+$22,894,048+5.28%
Bank Of Nova Scotia0.75%6,869,280$430,243,989$569,806,776+$139,562,787+32.44%
National Bank Of Canada0.43%6,679,041$417,148,093$554,026,451+$136,878,358+32.81%
Mackenzie Financial Corp0.46%6,102,537$382,258,391$506,205,444+$123,947,053+32.42%
Geode Capital Management, Llc0.02%5,786,056$375,029,417$479,953,345+$104,923,928+27.98%
Fmr Llc0.02%5,846,899$366,297,836$485,000,272+$118,702,436+32.41%
Federation Des Caisses Desjardins Du Quebec1.23%5,482,153$341,019,904$454,744,591+$113,724,687+33.35%
Vanguard Fiduciary Trust Co0.08%4,910,508$307,633,505$407,326,639+$99,693,134+32.41%
Cibc Asset Management Inc0.66%3,839,581$300,874,747$318,493,244+$17,618,497+5.86%
Canada Pension Plan Investment Board0.16%3,991,930$250,135,134$331,130,594+$80,995,460+32.38%
Vanguard Global Advisers, Llc0.13%3,953,128$247,655,563$327,911,968+$80,256,405+32.41%
Legal & General Group Plc0.06%3,829,736$239,161,366$317,676,601+$78,515,235+32.83%
Letko, Brosseau & Associates Inc3.29%3,264,408$203,857,373$270,782,644+$66,925,271+32.83%
Scotia Capital Inc.0.84%3,262,998$203,562,081$270,665,684+$67,103,603+32.96%
Morgan Stanley0.01%2,986,394$186,828,882$247,721,382+$60,892,500+32.59%
Fiera Capital Corp0.49%2,301,995$143,967,619$190,950,485+$46,982,866+32.63%
Wellington Management Group Llp0.03%2,170,349$135,535,037$180,030,450+$44,495,413+32.83%
Goldman Sachs Group Inc0.02%2,118,954$132,561,776$175,767,234+$43,205,458+32.59%
Swiss National Bank0.07%1,864,200$116,617,041$154,635,390+$38,018,349+32.60%
Charles Schwab Investment Management Inc0.02%1,746,871$109,089,468$144,902,949+$35,813,481+32.83%
Dimensional Fund Advisors Lp0.02%1,701,928$106,461,110$141,174,928+$34,713,818+32.61%
Healthcare Of Ontario Pension Plan Trust Fund0.17%1,601,200$100,276,358$132,819,540+$32,543,182+32.45%
Connor, Clark & Lunn Investment Management Ltd.0.21%1,485,780$93,038,995$123,245,451+$30,206,456+32.47%
Cardinal Capital Management, Inc.2.22%1,168,774$91,582,135$96,949,803+$5,367,668+5.86%
Picton Mahoney Asset Management0.90%1,374,917$86,160,938$114,049,365+$27,888,427+32.37%
Invesco Ltd.0.01%1,188,494$74,352,183$98,585,577+$24,233,394+32.59%
Amundi0.02%1,176,481$73,600,652$97,589,099+$23,988,447+32.59%
Value Partners Investments Inc.5.04%921,226$72,187,555$76,415,697+$4,228,142+5.86%
Bank Of America Corp0.01%1,130,209$70,705,847$93,750,837+$23,044,990+32.59%
Vanguard Asset Management, Ltd0.06%1,115,506$69,884,220$92,531,223+$22,647,003+32.41%
Deutsche Bank Ag\0.02%1,005,742$62,919,219$83,426,299+$20,507,080+32.59%
Bnp Paribas Asset Management Holding S.A.0.07%1,001,312$62,723,224$83,058,830+$20,335,606+32.42%
Agf Management Ltd0.28%712,939$62,132,634$59,138,290-$2,994,344-4.82%
Alberta Investment Management Corp0.38%981,353$61,491,776$81,403,231+$19,911,455+32.38%
Caisse De Depot Et Placement Du Quebec0.10%957,032$59,765,210$79,385,804+$19,620,594+32.83%
Blackrock, Inc.0.00%914,083$57,185,004$75,823,185+$18,638,181+32.59%
Intact Investment Management Inc.1.56%699,721$54,932,798$58,041,857+$3,109,059+5.66%
Bcv Asset Management Inc.1.89%879,984$54,929,833$72,994,673+$18,064,840+32.89%
Jupiter Asset Management Ltd0.28%852,474$53,235,720$70,712,718+$17,476,998+32.83%
Mufg Securities (Canada), Ltd.1.48%821,562$51,378,448$68,148,568+$16,770,120+32.64%
British Columbia Investment Management Corp0.26%712,130$44,622,209$59,071,184+$14,448,975+32.38%
Ubs Group Ag0.01%705,808$44,155,330$58,546,774+$14,391,444+32.59%

Frequently asked questions about SLF

  • Who owns the most SLF stock?

    The largest holders of SLF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SUN LIFE FINANCIAL INC (SLF).

  • Is SLF widely held by superinvestors?

    Many widely followed stocks like SLF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SLF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.