Security key
866796105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 577,941,890
- Total 13F shares
- 258,582,348
- Share change
- -1,677,916
- Total reported value
- $8,259,997,977
- Put/Call ratio
- 4.6%
- Price per share
- $32.08
- Number of holders
- 289
- Value change
- -$67,046,087
- Number of buys
- 130
- Number of sells
- 137
Report period
Q1 2020
Institutions
289
Top holders
10
SLF full security history
Newer quarter: Q2 2020
Previous quarter: Q4 2019
SUN LIFE FINANCIAL INC SEC filings
SUN LIFE FINANCIAL INC company facts
SUN LIFE FINANCIAL INC 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 866796105
Recent filing periods:
Top shareholders of SLF - SUN LIFE FINANCIAL INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA |
13F
|
Company |
6.9%
|
39,834,335
|
$1,815,250,000 | — | 31 Dec 2019 | |
| FIL Ltd |
13F
|
Company |
3.1%
|
17,977,901
|
$819,738,000 | — | 31 Dec 2019 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
3.1%
|
17,824,137
|
$813,856,000 | — | 31 Dec 2019 | |
| VANGUARD GROUP INC |
13F
|
Company |
3%
|
17,250,749
|
$786,117,000 | — | 31 Dec 2019 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
2.6%
|
15,145,069
|
$690,162,000 | — | 31 Dec 2019 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
2.6%
|
14,766,356
|
$672,902,000 | — | 31 Dec 2019 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.5%
|
8,395,484
|
$382,822,000 | — | 31 Dec 2019 | |
| NORGES BANK |
13F
|
Company |
1.4%
|
8,251,574
|
$376,271,000 | — | 31 Dec 2019 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
1.4%
|
7,842,663
|
$358,098,000 | — | 31 Dec 2019 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.2%
|
6,956,071
|
$317,613,000 | — | 31 Dec 2019 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.2%
|
6,660,927
|
$303,894,000 | — | 31 Dec 2019 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
1.1%
|
6,135,712
|
$279,604,000 | — | 31 Dec 2019 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.99%
|
5,718,278
|
$258,273,000 | — | 31 Dec 2019 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.89%
|
5,136,953
|
$234,219,000 | — | 31 Dec 2019 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.8%
|
4,646,736
|
$212,171,000 | — | 31 Dec 2019 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.8%
|
4,643,984
|
$212,046,000 | — | 31 Dec 2019 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.63%
|
3,666,495
|
$167,414,000 | — | 31 Dec 2019 | |
| FMR LLC |
13F
|
Company |
0.59%
|
3,403,688
|
$155,198,000 | — | 31 Dec 2019 | |
| CIBC Asset Management Inc |
13F
|
Company |
0.59%
|
3,396,738
|
$155,104,000 | — | 31 Dec 2019 | |
| TORONTO DOMINION BANK |
13F
|
Company |
0.53%
|
3,090,735
|
$141,346,000 | — | 31 Dec 2019 | |
| Legal & General Group Plc |
13F
|
Company |
0.5%
|
2,905,809
|
$132,672,000 | — | 31 Dec 2019 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.49%
|
2,840,731
|
$129,552,000 | — | 31 Dec 2019 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.47%
|
2,739,464
|
$124,665,000 | — | 31 Dec 2019 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
0.43%
|
2,504,539
|
$114,137,906 | — | 31 Dec 2019 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.38%
|
2,187,047
|
$99,780,000 | — | 31 Dec 2019 | |
| Swiss National Bank |
13F
|
Company |
0.36%
|
2,075,800
|
$94,534,000 | — | 31 Dec 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
1,905,516
|
$86,834,000 | — | 31 Dec 2019 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.32%
|
1,876,719
|
$85,695,000 | — | 31 Dec 2019 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.31%
|
1,788,259
|
$81,491,000 | — | 31 Dec 2019 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.26%
|
1,510,975
|
$68,992,000 | — | 31 Dec 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.23%
|
1,328,771
|
$60,552,000 | — | 31 Dec 2019 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.22%
|
1,284,572
|
$76,059,000 | — | 31 Dec 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.2%
|
1,167,615
|
$53,209,000 | — | 31 Dec 2019 | |
| Onex Canada Asset Management Inc. |
13F
|
Company |
0.2%
|
1,146,791
|
$51,291,000 | — | 31 Dec 2019 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.19%
|
1,086,932
|
$49,531,000 | — | 31 Dec 2019 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.19%
|
1,074,940
|
$49,017,000 | — | 31 Dec 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.18%
|
1,064,567
|
$48,512,000 | — | 31 Dec 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.18%
|
1,053,167
|
$47,993,000 | — | 31 Dec 2019 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.18%
|
1,035,215
|
$47,268,000 | — | 31 Dec 2019 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
0.18%
|
1,015,941
|
$46,359,000 | — | 31 Dec 2019 | |
| APG Asset Management N.V. |
13F
|
Company |
0.17%
|
995,857
|
$40,509,000 | — | 31 Dec 2019 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.16%
|
940,650
|
$42,950,000 | — | 31 Dec 2019 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.16%
|
900,268
|
$41,031,000 | — | 31 Dec 2019 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.15%
|
879,039
|
$40,053,000 | — | 31 Dec 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
877,627
|
$40,250,000 | — | 31 Dec 2019 | |
| MORGAN STANLEY |
13F
|
Company |
0.14%
|
834,989
|
$38,051,000 | — | 31 Dec 2019 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.14%
|
830,800
|
$37,877,000 | — | 31 Dec 2019 | |
| National Pension Service |
13F
|
Company |
0.14%
|
827,596
|
$49,002,000 | — | 31 Dec 2019 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
0.14%
|
790,942
|
$36,043,000 | — | 31 Dec 2019 | |
| Invesco Ltd. |
13F
|
Company |
0.13%
|
775,773
|
$35,352,000 | — | 31 Dec 2019 |
Institutional Holders of SUN LIFE FINANCIAL INC - Common Stock (SLF) as of Q1 2020
As of 31 Mar 2020,
SUN LIFE FINANCIAL INC - Common Stock (SLF) was held by
289 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
258,582,348 shares.
The largest 10 holders included
ROYAL BANK OF CANADA, TD ASSET MANAGEMENT INC, VANGUARD GROUP INC, BANK OF MONTREAL /CAN/, Beutel, Goodman & Co Ltd., FIL Ltd, BANK OF NOVA SCOTIA, MACKENZIE FINANCIAL CORP, PRICE T ROWE ASSOCIATES INC /MD/, and GREAT WEST LIFE ASSURANCE CO /CAN/.
This page lists
290
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
310
Q1 2020 holders
289
Holder diff
-21
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.