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Sun Life Financial Ownership | Who Owns Sun Life Financial?

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Sun Life Financial Ownership Summary

Sun Life Financial is owned by 44.85% institutional investors, 0.04% insiders, and 55.11% retail investors. Royal bank of canada is the largest institutional shareholder, holding 7.59% of SLF shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.42% of its assets in Sun Life Financial shares.

SLF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSun Life Financial44.85%0.04%55.11%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryDiversified Insurance Stocks40.63%6.37%53.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Royal bank of canada43.88M7.59%$2.60B
Vanguard group24.23M4.19%$1.44B
Td asset management15.73M2.72%$933.24M
Mackenzie financial12.95M2.24%$781.49M
Bank of montreal /can/10.88M1.88%$645.09M
1832 asset management10.22M1.75%$500.49M
Manufacturers life insurance company, the9.45M1.64%$562.12M
Cibc world market7.29M1.26%$432.68M
Cibc asset management7.19M1.24%$427.71M
Toronto dominion bank6.72M1.16%$398.36M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Qv investors1.35M8.28%$80.26M
Intact investment management1.91M3.96%$113.45M
Value partners investments101.63K3.40%$8.67M
Letko, brosseau & associates2.65M3.04%$157.48M
Kraematon investment advisors44.42K2.61%$2.64M
Jcic asset management108.33K2.61%$6.43M
Cardinal capital management1.12M2.26%$66.55M
Bank of nova scotia trust316.24K1.98%$18.77M
Lorne steinberg wealth management114.94K1.98%$6.82M
Federation des caisses desjardins du quebec6.41M1.93%$379.31M

Top Buyers

HolderShares% AssetsChange
Norges bank6.44M0.05%6.44M
Intact investment management1.91M3.96%1.43M
Wellington management group llp1.35M0.01%1.29M
Canada pension plan investment board2.87M0.16%1.20M
Royal bank of canada43.88M0.52%1.05M

Top Sellers

HolderShares% AssetsChange
Federation des caisses desjardins du quebec6.41M1.93%-3.52M
Beutel, goodman5.29M1.71%-3.46M
Bank of montreal /can/10.88M0.30%-3.03M
Bank of nova scotia5.51M0.60%-1.53M
Fil741.46K0.04%-1.52M

New Positions

HolderShares% AssetsChangeValue
Norges bank6.44M0.05%6.44M$382.18M
Susquehanna fundamental investments359.60K0.30%359.60K$21.34M
Guardian partners162.91K0.97%162.91K$9.53M
Raymond james financial68.66K0.00%68.66K$4.07M
Prudential financial56.65K0.00%56.65K$3.36M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024413-5.28%259,252,956-2.73%442.27%1938.43%102-26.62%
Sep 30, 20244325.88%266,497,595-1.52%442.07%17615.79%137-4.86%
Jun 30, 2024402-6.94%268,237,2960.12%452.18%148-27.09%14424.14%
Mar 31, 20244326.67%267,927,240-2.26%452.10%20314.04%116-3.33%
Dec 31, 20234055.47%274,127,9034.55%462.34%17817.11%120-1.64%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Intl Stock Index Inv8.11M1.42%18.52K
RBC Canadian Dividend Fund A5.86M1.02%-
Vanguard Developed Markets Index Admiral5.03M0.88%10.64K
Scotia Canadian Dividend A4.93M0.86%284.30K
GMO Intl Op Value Composite4.69M0.82%4.69M
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A4.34M0.76%270.33K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII4.19M0.73%43.88K
iShares S&P/TSX 60 ETF3.14M0.55%-40.61K
TD Canadian Equity - I2.90M0.51%-
TD Canadian Equity Fund2.90M0.50%47.50K

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 44.85%, followed by 0.04% insiders and 55.11% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 40.63%, which Sun Life Financial exceeds.

Who owns the most shares of Sun Life Financial?

Sun Life Financial’s largest shareholders are Royal bank of canada (43.88M shares, 7.59%), Vanguard group (24.23M shares, 4.19%), and Td asset management (15.73M shares, 2.72%). Together, they hold 14.51% 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 8.28% of its assets in 1.35M Sun Life Financial shares, valued at 80.26M$.

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 1.42% of its total shares outstanding invested in 8.11M Sun Life Financial shares.

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