Sun Life Financial Ownership | Who Owns Sun Life Financial?

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Sun Life Financial Ownership Summary

Sun Life Financial is owned by 44.40% institutional investors, 0.04% insiders, and 55.56% retail investors. Vanguard group is the largest institutional shareholder, holding 4.05% of SLF shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.41% of its assets in Sun Life Financial shares.

SLF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sun Life Financial	44.40%	0.04%	55.56%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Diversified Insurance Stocks	56.91%	5.58%	37.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	23.63M	4.05%	$1.16B
Td asset management	16.09M	2.75%	$788.55M
Mackenzie financial	14.70M	2.52%	$721.04M
1832 asset management	10.22M	1.75%	$500.49M
Beutel, goodman	8.93M	1.53%	$437.82M
Manufacturers life insurance company, the	8.60M	1.47%	$421.17M
Bank of nova scotia	7.21M	1.23%	$353.35M
Toronto dominion bank	6.98M	1.19%	$341.72M
Cibc asset management	6.41M	1.10%	$313.98M
Norges bank	6.40M	1.10%	$313.69M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Qv investors	1.21M	5.59%	$59.53M
Letko, brosseau & associates	2.78M	2.59%	$136.33M
Kraematon investment advisors	46.76K	2.33%	$2.29M
Beutel, goodman	8.93M	2.33%	$437.82M
Jcic asset management	101.96K	2.06%	$5.00M
Intact investment management	1.02M	1.87%	$49.91M
Lorne steinberg wealth management	112.84K	1.78%	$5.53M
Federation des caisses desjardins du quebec	6.37M	1.69%	$314.61M
Bank of nova scotia trust	300.10K	1.64%	$14.70M
Cibc asset management	6.41M	1.12%	$313.98M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.40M	0.05%	6.40M
Federation des caisses desjardins du quebec	6.37M	1.69%	3.18M
Charles schwab investment management	1.50M	0.01%	1.50M
Goldman sachs group	3.91M	0.03%	1.37M
Ubs asset management americas	1.22M	0.02%	1.22M

Top Sellers

Holder	Shares	% Assets	Change
Fil	3.64M	0.18%	-8.72M
Sumitomo mitsui trust	-	-	-1.50M
Hsbc	7.00K	0.00%	-1.38M
Beutel, goodman	8.93M	2.33%	-743.60K
National bank of canada /fi/	4.55M	0.30%	-679.71K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.40M	0.05%	6.40M	$313.69M
Charles schwab investment management	1.50M	0.01%	1.50M	$73.60M
Ubs asset management americas	1.22M	0.02%	1.22M	$59.64M
Northwest & ethical investments	601.16K	0.85%	601.16K	$29.48M
Aviso financial	92.56K	0.25%	92.56K	$4.52M

Sold Out

Holder	Change
Clearstead advisors	-2.00
Beaird harris wealth management	-9.00
Johnson financial group	-21.00
Oliver lagore vanvalin investment group	-45.00
First financial corp /in/	-47.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	432	5.88%	266,497,595	-1.52%	44	2.07%	176	15.79%	137	-4.86%
Jun 30, 2024	402	-6.94%	268,237,296	0.12%	45	2.18%	148	-27.09%	144	24.14%
Mar 31, 2024	432	6.67%	267,927,240	-2.26%	45	2.10%	203	14.04%	116	-3.33%
Dec 31, 2023	405	5.47%	274,127,903	4.55%	46	2.34%	178	17.11%	120	-1.64%
Sep 30, 2023	384	-1.79%	262,203,396	-4.48%	44	2.05%	152	-1.94%	122	-5.43%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	8.15M	1.41%	10.81K
RBC Canadian Dividend Fund A	5.86M	1.02%	391.60K
Vanguard Developed Markets Index Admiral	5.02M	0.87%	27.35K
Scotia Canadian Dividend A	4.82M	0.84%	-364.50K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	4.07M	0.71%	6.68K
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A	3.45M	0.60%	-230.29K
T. Rowe Price Overseas Stock	3.33M	0.58%	-
T. Rowe Price International Core Eq Comp	3.33M	0.58%	138.74K
Fidelity Series Canada	2.97M	0.51%	58.10K
iShares S&P/TSX 60 ETF	2.94M	0.51%	-18.25K

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 44.40%, followed by 0.04% insiders and 55.56% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 56.91%, which Sun Life Financial falls below.

Who owns the most shares of Sun Life Financial?

Sun Life Financial’s largest shareholders are Vanguard group (23.63M shares, 4.05%), Td asset management (16.09M shares, 2.75%), and Mackenzie financial (14.7M shares, 2.52%). Together, they hold 9.32% of Sun Life Financial’s total shares outstanding.

Does Blackrock own Sun Life Financial?

BlackRock is not among the top 10 institutional shareholders of Sun Life Financial.

Who is Sun Life Financial’s biggest shareholder by percentage of total assets invested?

Qv investors is Sun Life Financial’s biggest shareholder by percentage of total assets invested, with 5.59% of its assets in 1.21M Sun Life Financial shares, valued at 59.53M$.

Who is the top mutual fund holder of Sun Life Financial shares?

Vanguard Total Intl Stock Index Inv is the top mutual fund holder of Sun Life Financial shares, with 1.41% of its total shares outstanding invested in 8.15M Sun Life Financial shares.

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