Security key
866796105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 577,941,890
- Total 13F shares
- 266,036,162
- Share change
- -952,968
- Total reported value
- $12,988,236,675
- Put/Call ratio
- 152%
- Price per share
- $48.80
- Number of holders
- 367
- Value change
- -$49,681,465
- Number of buys
- 148
- Number of sells
- 149
Report period
Q3 2023
Institutions
367
Top holders
10
SLF full security history
Newer quarter: Q4 2023
Previous quarter: Q2 2023
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 |
7.6%
|
43,681,963
|
$2,276,703,000 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.8%
|
22,110,325
|
$1,152,390,140 | — | 30 Jun 2023 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.6%
|
15,028,272
|
$783,343,999 | — | 30 Jun 2023 | |
| FIL Ltd |
13F
|
Company |
2.5%
|
14,371,913
|
$749,216,314 | — | 30 Jun 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
2.3%
|
13,187,630
|
$688,167,271 | — | 30 Jun 2023 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2%
|
11,634,624
|
$607,207,356 | — | 30 Jun 2023 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
1.8%
|
10,423,185
|
$543,982,000 | — | 30 Jun 2023 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.7%
|
9,898,881
|
$517,295,395 | — | 30 Jun 2023 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
1.3%
|
7,495,650
|
$391,123,000 | — | 30 Jun 2023 | |
| 1832 Asset Management L.P. |
13F
|
Company |
1.3%
|
7,338,472
|
$382,481,160 | — | 30 Jun 2023 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
1.3%
|
7,280,430
|
$379,402,690 | — | 30 Jun 2023 | |
| CIBC Asset Management Inc |
13F
|
Company |
1.2%
|
6,718,558
|
$350,495,200 | — | 30 Jun 2023 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
1.1%
|
6,488,939
|
$338,033,728 | — | 30 Jun 2023 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
6,346,752
|
$330,807,990 | — | 30 Jun 2023 | |
| MUFG Securities EMEA plc |
13F
|
Company |
0.93%
|
5,352,500
|
$369,590,125 | — | 30 Jun 2023 | |
| FMR LLC |
13F
|
Company |
0.86%
|
4,948,595
|
$257,973,161 | — | 30 Jun 2023 | |
| TORONTO DOMINION BANK |
13F
|
Company |
0.7%
|
4,064,510
|
$216,438,000 | — | 30 Jun 2023 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.65%
|
3,751,391
|
$195,531,528 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.63%
|
3,619,797
|
$188,910,237 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.55%
|
3,188,374
|
$166,178,076 | — | 30 Jun 2023 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
0.55%
|
3,178,714
|
$169,246,010 | — | 30 Jun 2023 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.52%
|
3,027,212
|
$157,496,677 | — | 30 Jun 2023 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.5%
|
2,914,687
|
$152,116,595 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.49%
|
2,856,004
|
$148,854,929 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.41%
|
2,366,652
|
$123,350,020 | — | 30 Jun 2023 | |
| Swiss National Bank |
13F
|
Company |
0.38%
|
2,208,000
|
$115,230,469 | — | 30 Jun 2023 | |
| Amundi |
13F
|
Individual |
0.38%
|
2,199,359
|
$114,982,397 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.36%
|
2,082,168
|
$109,246,546 | — | 30 Jun 2023 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.36%
|
2,057,943
|
$107,403,396 | — | 30 Jun 2023 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.3%
|
1,749,845
|
$91,323,858 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.29%
|
1,701,432
|
$88,678,636 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.26%
|
1,506,510
|
$78,519,302 | — | 30 Jun 2023 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.25%
|
1,462,342
|
$101,209,746 | — | 30 Jun 2023 | |
| Value Partners Investments Inc. |
13F
|
Company |
0.25%
|
1,423,892
|
$74,270,379 | — | 30 Jun 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.24%
|
1,396,163
|
$72,768,242 | — | 30 Jun 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.24%
|
1,360,848
|
$71,030,727 | — | 30 Jun 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.23%
|
1,355,312
|
$70,638,861 | — | 30 Jun 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.22%
|
1,247,078
|
$65,004,350 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.21%
|
1,242,060
|
$64,732,967 | — | 30 Jun 2023 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.21%
|
1,217,525
|
$63,542,248 | — | 30 Jun 2023 | |
| INTACT INVESTMENT MANAGEMENT INC. |
13F
|
Company |
0.21%
|
1,194,160
|
$62,254,616 | — | 30 Jun 2023 | |
| QV Investors Inc. |
13F
|
Company |
0.2%
|
1,131,951
|
$59,077,000 | — | 30 Jun 2023 | |
| Deutsche Girozentrale DekaBank |
13F
|
Individual |
0.18%
|
1,020,060
|
$52,531,000 | — | 30 Jun 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.15%
|
860,488
|
$44,848,634 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.15%
|
845,788
|
$44,082,490 | — | 30 Jun 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.15%
|
844,268
|
$44,005,278 | — | 30 Jun 2023 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.14%
|
817,080
|
$42,594,863 | — | 30 Jun 2023 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.14%
|
812,890
|
$42,369,783 | — | 30 Jun 2023 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.14%
|
787,428
|
$41,078,483 | — | 30 Jun 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.13%
|
769,661
|
$40,126,004 | — | 30 Jun 2023 |
Institutional Holders of SUN LIFE FINANCIAL INC - Common Stock (SLF) as of Q3 2023
As of 30 Sep 2023,
SUN LIFE FINANCIAL INC - Common Stock (SLF) was held by
367 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
266,036,162 shares.
The largest 10 holders included
Royal Bank of Canada, VANGUARD GROUP INC, MACKENZIE FINANCIAL CORP, FIL Ltd, BANK OF MONTREAL /CAN/, TD Asset Management Inc, BANK OF NOVA SCOTIA, Beutel, Goodman & Co Ltd., 1832 Asset Management L.P., and CIBC WORLD MARKET INC..
This page lists
367
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
369
Q3 2023 holders
367
Holder diff
-2
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 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.