SLF Institutional Ownership & Shareholders
SUN LIFE FINANCIAL INC (SLF) is currently held by 490 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of SLF tracked by InsiderSet, reporting ownership valued at approximately $3.26B in its June 30, 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 $3.36B, representing an estimated gain of +3.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SLF value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Vanguard Capital Management Llc, Bank Of Montreal, 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
490
Total Reported Value
$19.37B
Largest Holder
Royal Bank Of Canada
Largest Position
$3.26B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.55% | 41,552,120 | $3,258,516,000 | $3,361,982,029 | +$103,466,029 | +3.18% | |
| Vanguard Capital Management Llc | 0.03% | 16,048,272 | $1,259,981,931 | $1,298,465,688 | +$38,483,757 | +3.05% | |
| Bank Of Montreal | 0.35% | 12,232,736 | $959,457,624 | $989,750,670 | +$30,293,046 | +3.16% | |
| Td Asset Management Inc | 0.69% | 10,101,426 | $792,806,192 | $817,306,378 | +$24,500,186 | +3.09% | |
| Cibc World Market Inc. | 1.07% | 8,076,018 | $633,507,999 | $653,430,616 | +$19,922,617 | +3.14% | |
| 1832 Asset Management L.P. | 0.77% | 7,965,126 | $624,625,181 | $644,458,345 | +$19,833,164 | +3.18% | |
| Bank Of Nova Scotia | 0.82% | 6,930,024 | $544,051,893 | $560,708,242 | +$16,656,349 | +3.06% | |
| Geode Capital Management, Llc | 0.03% | 6,460,912 | $526,427,973 | $522,752,390 | -$3,675,583 | -0.70% | |
| Norges Bank | 0.05% | 6,370,400 | $499,653,469 | $515,429,064 | +$15,775,595 | +3.16% | |
| Fmr Llc | 0.02% | 6,004,087 | $471,394,097 | $485,790,679 | +$14,396,582 | +3.05% | |
| Fil Ltd | 0.33% | 5,916,829 | $464,543,564 | $478,730,634 | +$14,187,070 | +3.05% | |
| National Bank Of Canada | 0.40% | 5,850,227 | $457,769,666 | $473,341,867 | +$15,572,201 | +3.40% | |
| Federation Des Caisses Desjardins Du Quebec | 1.27% | 5,324,854 | $415,566,042 | $430,833,937 | +$15,267,895 | +3.67% | |
| Mackenzie Financial Corp | 0.44% | 5,201,414 | $405,297,394 | $420,846,407 | +$15,549,013 | +3.84% | |
| Td Waterhouse Canada Inc. | 1.04% | 5,167,172 | $398,264,079 | $418,075,887 | +$19,811,808 | +4.97% | |
| Vanguard Fiduciary Trust Co | 0.08% | 4,909,410 | $385,447,598 | $397,220,363 | +$11,772,765 | +3.05% | |
| Vanguard Global Advisers, Llc | 0.16% | 4,281,703 | $336,165,066 | $346,432,590 | +$10,267,524 | +3.05% | |
| Cibc Asset Management Inc | 0.66% | 3,839,581 | $300,874,747 | $310,660,499 | +$9,785,752 | +3.25% | |
| Manufacturers Life Insurance Company, The | 0.23% | 3,739,937 | $293,050,225 | $302,598,303 | +$9,548,078 | +3.26% | |
| Canada Pension Plan Investment Board | 0.16% | 3,735,388 | $292,979,966 | $302,230,243 | +$9,250,277 | +3.16% | |
| Toronto Dominion Bank | 0.48% | 3,639,967 | $285,490,191 | $294,509,730 | +$9,019,539 | +3.16% | |
| Legal & General Group Plc | 0.06% | 3,571,561 | $280,311,907 | $288,975,001 | +$8,663,094 | +3.09% | |
| Letko, Brosseau & Associates Inc | 3.65% | 3,144,427 | $246,789,037 | $254,415,589 | +$7,626,552 | +3.09% | |
| Scotia Capital Inc. | 0.92% | 3,144,681 | $245,897,893 | $254,436,140 | +$8,538,247 | +3.47% | |
| Fiera Capital Corp | 0.89% | 3,126,682 | $245,042,258 | $252,979,841 | +$7,937,583 | +3.24% | |
| Jpmorgan Chase & Co | 0.01% | 2,980,877 | $232,776,700 | $241,182,758 | +$8,406,058 | +3.61% | |
| Wellington Management Group Llp | 0.04% | 2,810,328 | $220,567,414 | $227,383,638 | +$6,816,224 | +3.09% | |
| Morgan Stanley | 0.01% | 2,529,769 | $198,384,609 | $204,683,610 | +$6,299,001 | +3.18% | |
| Goldman Sachs Group Inc | 0.02% | 2,401,503 | $188,325,883 | $194,305,608 | +$5,979,725 | +3.18% | |
| Picton Mahoney Asset Management | 1.49% | 2,061,273 | $161,431,153 | $166,777,598 | +$5,346,445 | +3.31% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,851,199 | $145,290,579 | $149,780,511 | +$4,489,932 | +3.09% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,828,134 | $143,357,301 | $147,914,322 | +$4,557,021 | +3.18% | |
| Swiss National Bank | 0.07% | 1,790,200 | $140,142,555 | $144,845,082 | +$4,702,527 | +3.36% | |
| Beutel, Goodman & Co Ltd. | 1.01% | 1,743,457 | $136,834,000 | $141,063,106 | +$4,229,106 | +3.09% | |
| Caisse De Depot Et Placement Du Quebec | 0.17% | 1,486,005 | $116,628,481 | $120,232,665 | +$3,604,184 | +3.09% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.20% | 1,315,807 | $103,203,428 | $106,461,944 | +$3,258,516 | +3.16% | |
| Alberta Investment Management Corp | 0.58% | 1,274,072 | $99,930,066 | $103,085,166 | +$3,155,100 | +3.16% | |
| Vanguard Asset Management, Ltd | 0.07% | 1,236,677 | $97,093,985 | $100,059,536 | +$2,965,551 | +3.05% | |
| Cardinal Capital Management, Inc. | 2.09% | 1,176,271 | $91,916,170 | $95,172,087 | +$3,255,917 | +3.54% | |
| Ubs Group Ag | 0.01% | 1,110,583 | $87,091,895 | $89,857,271 | +$2,765,376 | +3.18% | |
| Agf Management Ltd | 0.33% | 815,674 | $84,845,972 | $65,996,183 | -$18,849,789 | -22.22% | |
| Deutsche Bank Ag\ | 0.02% | 1,073,257 | $84,164,813 | $86,837,224 | +$2,672,411 | +3.18% | |
| Blackrock, Inc. | 0.00% | 1,040,385 | $81,587,019 | $84,177,550 | +$2,590,531 | +3.18% | |
| Polar Asset Management Partners Inc. | 1.43% | 1,001,122 | $78,481,368 | $81,000,781 | +$2,519,413 | +3.21% | |
| Public Sector Pension Investment Board | 0.19% | 913,881 | $71,678,986 | $73,942,112 | +$2,263,126 | +3.16% | |
| Value Partners Investments Inc. | 4.97% | 916,798 | $71,674,115 | $74,178,126 | +$2,504,011 | +3.49% | |
| Bank Of America Corp | 0.00% | 889,886 | $69,784,854 | $72,000,676 | +$2,215,822 | +3.18% | |
| Bcv Asset Management Inc. | 2.05% | 866,769 | $67,771,407 | $70,130,280 | +$2,358,873 | +3.48% | |
| Bnp Paribas Asset Management Holding S.A. | 0.07% | 830,737 | $65,102,074 | $67,214,931 | +$2,112,857 | +3.25% | |
| Mufg Securities (Canada), Ltd. | 1.66% | 783,684 | $61,430,335 | $63,407,872 | +$1,977,537 | +3.22% |
Frequently asked questions about SLF
Who are the largest institutional holders of SLF?
The largest institutional holders of SLF reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Vanguard Capital Management Llc, Bank Of Montreal, Td Asset Management Inc, and Cibc World Market Inc.. InsiderSet ranks institutional holders by their latest reported SLF position.
What is SLF institutional ownership?
This page tracks SLF positions reported by institutional investment managers through SEC Form 13F. SUN LIFE FINANCIAL INC (SLF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SLF?
InsiderSet currently tracks 490 institutional managers reporting SLF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SLF shareholders.
How much SLF stock do institutions own?
Institutional investment managers disclosed approximately $19.37B in SLF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SLF institutional ownership last updated?
The latest SLF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SLF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SLF position after the reporting date.
Are institutions buying or selling SLF?
Institutional buying and selling can be analyzed by comparing SLF positions across consecutive 13F reporting periods. InsiderSet's SLF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLF ownership changes.
How has SLF institutional ownership changed over time?
InsiderSet tracks SLF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.