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Sun Life Financial Ownership | Who Owns Sun Life Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Sun Life Financial Ownership Summary

Sun Life Financial is owned by 45.93% institutional investors, 0.04% insiders, and 54.03% 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

TypeName% Inst% Insiders% Retail
StockSun Life Financial45.93%0.04%54.03%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryDiversified Insurance Stocks57.49%5.58%36.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group23.63M4.05%$1.16B
Td asset management16.09M2.75%$788.55M
Mackenzie financial14.70M2.52%$721.04M
1832 asset management10.22M1.75%$500.49M
Beutel, goodman8.93M1.53%$437.82M
Manufacturers life insurance company, the8.60M1.47%$421.17M
Bank of nova scotia7.21M1.23%$353.35M
Toronto dominion bank6.98M1.19%$341.72M
Cibc asset management6.41M1.10%$313.98M
Norges bank6.40M1.10%$313.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Qv investors1.21M5.59%$59.53M
Letko, brosseau & associates2.78M2.59%$136.33M
Kraematon investment advisors46.76K2.33%$2.29M
Beutel, goodman8.93M2.33%$437.82M
Jcic asset management101.96K2.06%$5.00M
Intact investment management1.02M1.87%$49.91M
Lorne steinberg wealth management112.84K1.78%$5.53M
Federation des caisses desjardins du quebec6.37M1.69%$314.61M
Bank of nova scotia trust300.10K1.64%$14.70M
Cibc asset management6.41M1.12%$313.98M

Top Buyers

HolderShares% AssetsChange
Norges bank6.40M0.05%6.40M
Federation des caisses desjardins du quebec6.37M1.69%3.18M
Charles schwab investment management1.50M0.01%1.50M
Goldman sachs group3.91M0.03%1.37M
Ubs asset management americas1.22M0.02%1.22M

Top Sellers

HolderShares% AssetsChange
Fil3.64M0.18%-8.72M
Sumitomo mitsui trust---1.50M
Hsbc7.00K0.00%-1.38M
Beutel, goodman8.93M2.33%-743.60K
National bank of canada /fi/4.55M0.30%-679.71K

New Positions

HolderShares% AssetsChangeValue
Norges bank6.40M0.05%6.40M$313.69M
Charles schwab investment management1.50M0.01%1.50M$73.60M
Ubs asset management americas1.22M0.02%1.22M$59.64M
Northwest & ethical investments601.16K0.85%601.16K$29.48M
Aviso financial92.56K0.25%92.56K$4.52M

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 %
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%
Sep 30, 2023384-1.79%262,203,396-4.48%442.05%152-1.94%122-5.43%
Jun 30, 20233910.77%274,510,1540.74%462.17%155-14.84%12918.35%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Intl Stock Index Inv8.13M1.41%-38.15K
RBC Canadian Dividend Fund A5.86M1.02%391.60K
Vanguard Developed Markets Index Admiral5.02M0.87%27.35K
Scotia Canadian Dividend A4.82M0.84%-364.50K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII4.07M0.71%-2.72K
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A3.45M0.60%-230.29K
T. Rowe Price Overseas Stock3.33M0.58%-
T. Rowe Price International Core Eq Comp3.33M0.58%138.74K
iShares S&P/TSX 60 ETF2.98M0.52%-3.04K
Fidelity Series Canada2.97M0.51%58.10K

SLF Ownership FAQ

Who Owns Sun Life Financial?

Sun Life Financial shareholders are primarily institutional investors at 45.93%, followed by 0.04% insiders and 54.03% retail investors. The average institutional ownership in Sun Life Financial's industry, Diversified Insurance Stocks, is 57.49%, 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 8.13M Sun Life Financial shares.

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