Latest Period
Q1 2026
Security Snapshot
SUN LIFE FINANCIAL INC - EQUITY Institutional Ownership
CUSIP: 866796956
13F Institutional Holders and Ownership History from Q2 2014 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
72,316
Price
$62.45
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- Type / Class
- Equity / EQUITY
- Price per share
- $62.45
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 72,316
- Total reported value
- $4,516,026
- % of total 13F portfolios
- 0%
- Share change
- -3,437
- Value change
- -$214,636
- Number of holders
- 1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 866796956 - SUN LIFE FINANCIAL INC - EQUITY is tracked under CUSIP 866796956.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $4,735,012 to $4,516,026.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
866796956
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 866796956:
As of 31 Mar 2026, 1 institutional investors reported holding 72,316 shares of SUN LIFE FINANCIAL INC - EQUITY.
Institutional Holders of SUN LIFE FINANCIAL INC - EQUITY across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 72,316 | $4,516,026 | -$214,636 | $62.45 | 1 |
| 2025 Q4 | 75,753 | $4,735,012 | -$447,793 | $62.51 | 1 |
| 2025 Q3 | 82,917 | $4,980,145 | -$591,549 | $60.06 | 1 |
| 2025 Q2 | 92,766 | $6,160,152 | -$478,251 | $66.41 | 1 |
| 2025 Q1 | 99,968 | $5,720,594 | +$170,585 | $57.22 | 1 |
| 2024 Q4 | 96,987 | $5,755,695 | $59.34 | 1 | |
| 2024 Q2 | 0 | $0 | -$228,000 | $62.45 | 0 |
| 2024 Q1 | 4,179 | $228,000 | $54.56 | 1 | |
| 2023 Q4 | 4,179 | $215,000 | -$8,994,486 | $51.45 | 1 |
| 2023 Q3 | 187,679 | $9,198,486 | +$8,725,171 | $48.92 | 2 |
| 2023 Q2 | 9,696 | $505,000 | -$15,542,699 | $52.08 | 1 |
| 2023 Q1 | 342,840 | $15,995,699 | $46.69 | 2 | |
| 2022 Q4 | 342,840 | $15,903,000 | -$3,345,404 | $46.40 | 2 |
| 2022 Q3 | 414,962 | $16,587,000 | +$82,911 | $39.89 | 2 |
| 2022 Q2 | 412,888 | $18,879,000 | $45.76 | 2 | |
| 2022 Q1 | 412,888 | $23,072,000 | -$860,520 | $55.84 | 2 |
| 2021 Q4 | 428,287 | $23,869,000 | -$859,538 | $55.51 | 2 |
| 2021 Q3 | 443,707 | $22,860,000 | -$26,505 | $52.70 | 2 |
| 2021 Q2 | 444,222 | $22,930,000 | $51.59 | 2 | |
| 2021 Q1 | 444,222 | $22,447,000 | +$490,000 | $50.53 | 2 |
| 2020 Q4 | 434,526 | $19,305,000 | $44.43 | 1 | |
| 2020 Q3 | 434,526 | $17,651,000 | +$17,651,000 | $40.62 | 1 |
| 2018 Q4 | 0 | $0 | -$348,000 | $62.45 | 0 |
| 2018 Q3 | 8,746 | $348,000 | +$348,000 | $39.79 | 1 |
| 2017 Q1 | 0 | $0 | -$336,000 | $62.45 | 0 |
| 2016 Q4 | 8,746 | $336,000 | $38.42 | 1 | |
| 2016 Q3 | 8,746 | $284,589 | $32.54 | 1 | |
| 2016 Q2 | 8,746 | $287,302 | $32.85 | 1 | |
| 2016 Q1 | 8,746 | $282,000 | $32.24 | 1 | |
| 2015 Q4 | 8,746 | $273,000 | $31.21 | 1 | |
| 2015 Q3 | 8,746 | $282,000 | -$13,961 | $32.24 | 1 |
| 2015 Q2 | 9,179 | $306,457 | $33.39 | 1 | |
| 2015 Q1 | 9,179 | $282,860 | -$355,678 | $30.82 | 1 |
| 2014 Q4 | 20,721 | $747,654 | $36.08 | 1 | |
| 2014 Q3 | 20,721 | $751,170 | $36.25 | 1 | |
| 2014 Q2 | 20,721 | $761,612 | +$761,612 | $36.76 | 1 |