Security key
866796105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 577,941,890
- Total 13F shares
- 256,559,337
- Share change
- -5,260,244
- Total reported value
- $14,718,493,888
- Put/Call ratio
- 147%
- Price per share
- $57.26
- Number of holders
- 414
- Value change
- -$304,202,947
- Number of buys
- 173
- Number of sells
- 170
Report period
Q1 2025
Institutions
414
Top holders
10
SLF full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
|
Company |
7.3%
|
42,189,758
|
$2,498,899,366 | $0 | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
7.6%
|
43,880,060
|
$2,603,843,000 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.2%
|
24,233,496
|
$1,438,888,058 | — | 31 Dec 2024 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.7%
|
15,725,658
|
$933,239,404 | — | 31 Dec 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.2%
|
12,947,937
|
$767,968,298 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
1.9%
|
10,878,423
|
$645,085,911 | — | 31 Dec 2024 | |
| 1832 Asset Management L.P. |
13F
|
Company |
1.6%
|
9,491,515
|
$563,226,500 | — | 31 Dec 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
1.6%
|
9,454,589
|
$562,120,793 | — | 31 Dec 2024 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
1.3%
|
7,291,453
|
$432,675,000 | — | 31 Dec 2024 | |
| CIBC Asset Management Inc |
13F
|
Company |
1.2%
|
7,192,059
|
$427,711,555 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
6,444,829
|
$382,175,635 | — | 31 Dec 2024 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
1.1%
|
6,413,201
|
$379,314,567 | — | 31 Dec 2024 | |
| TORONTO DOMINION BANK |
13F
|
Company |
1%
|
5,787,455
|
$343,200,895 | — | 31 Dec 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.97%
|
5,601,475
|
$332,827,835 | — | 31 Dec 2024 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
0.95%
|
5,513,269
|
$327,298,826 | — | 31 Dec 2024 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.91%
|
5,285,394
|
$313,661,000 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0.89%
|
5,168,977
|
$306,912,910 | — | 31 Dec 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.8%
|
4,630,397
|
$274,580,584 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.63%
|
3,661,464
|
$217,289,741 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
3,467,275
|
$210,080,362 | — | 31 Dec 2024 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.51%
|
2,974,065
|
$176,273,282 | — | 31 Dec 2024 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.5%
|
2,867,939
|
$170,067,570 | — | 31 Dec 2024 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.46%
|
2,653,564
|
$157,475,794 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.43%
|
2,488,560
|
$147,671,151 | — | 31 Dec 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.36%
|
2,091,227
|
$124,130,877 | — | 31 Dec 2024 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.34%
|
1,964,504
|
$116,287,554 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.33%
|
1,913,451
|
$113,544,265 | — | 31 Dec 2024 | |
| INTACT INVESTMENT MANAGEMENT INC. |
13F
|
Company |
0.33%
|
1,911,027
|
$113,453,312 | — | 31 Dec 2024 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.33%
|
1,898,866
|
$112,601,951 | — | 31 Dec 2024 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.32%
|
1,843,979
|
$127,506,392 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.3%
|
1,719,655
|
$102,043,636 | — | 31 Dec 2024 | |
| Amundi |
13F
|
Individual |
0.29%
|
1,682,864
|
$98,481,205 | — | 31 Dec 2024 | |
| Swiss National Bank |
13F
|
Company |
0.29%
|
1,676,800
|
$99,513,180 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.28%
|
1,596,439
|
$94,742,639 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.27%
|
1,533,328
|
$90,987,655 | — | 31 Dec 2024 | |
| QV Investors Inc. |
13F
|
Company |
0.23%
|
1,352,446
|
$80,261,000 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.23%
|
1,350,751
|
$80,160,337 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.22%
|
1,276,702
|
$75,759,498 | — | 31 Dec 2024 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.22%
|
1,257,900
|
$74,650,094 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.21%
|
1,235,884
|
$73,337,357 | — | 31 Dec 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.21%
|
1,202,981
|
$71,384,893 | — | 31 Dec 2024 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.19%
|
1,123,354
|
$66,549,543 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.19%
|
1,085,572
|
$64,417,843 | — | 31 Dec 2024 | |
| Deutsche Girozentrale DekaBank |
13F
|
Individual |
0.18%
|
1,049,330
|
$61,543,000 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.16%
|
949,120
|
$56,320,780 | — | 31 Dec 2024 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.16%
|
932,676
|
$55,349,670 | — | 31 Dec 2024 | |
| MUFG SECURITIES (CANADA), LTD. |
13F
|
Company |
0.15%
|
879,349
|
$52,177,549 | — | 31 Dec 2024 | |
| AVIVA PLC |
13F
|
Company |
0.15%
|
850,917
|
$50,422,399 | — | 31 Dec 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.14%
|
814,772
|
$48,325,773 | — | 31 Dec 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.14%
|
801,370
|
$47,523,236 | — | 31 Dec 2024 |
Institutional Holders of SUN LIFE FINANCIAL INC - Common Stock (SLF) as of Q1 2025
As of 31 Mar 2025,
SUN LIFE FINANCIAL INC - Common Stock (SLF) was held by
414 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
256,559,337 shares.
The largest 10 holders included
ROYAL BANK OF CANADA, VANGUARD GROUP INC, TD Asset Management Inc, MACKENZIE FINANCIAL CORP, BANK OF MONTREAL /CAN/, 1832 Asset Management L.P., MANUFACTURERS LIFE INSURANCE COMPANY, THE, CIBC Asset Management Inc, Federation des caisses Desjardins du Quebec, and NORGES BANK.
This page lists
416
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
429
Q1 2025 holders
414
Holder diff
-15
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.