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Sun Life Financial (SLF) Institutional Ownership

Sun Life Financial logo
$60.84 +0.51 (+0.85%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Sun Life Financial (NYSE:SLF)

Current
Institutional Ownership
Percentage
52.26%
Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$3.95B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$649.28M
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SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC5,907$343K0.0%+61.3%0.001%
11/19/2024 Unigestion Holding SA199,042$11.54M0.6%N/A0.032%
11/18/2024 Teachers Retirement System of The State of Kentucky329,860$19.14M0.2%+26.0%0.052%
11/18/2024 Toronto Dominion Bank6,920,916$401.55M0.7%-0.8%1.098%
11/16/2024 Geode Capital Management LLC2,654,586$156.13M0.0%+8.5%0.421%
11/15/2024 M&T Bank Corp29,773$1.73M0.0%-3.7%0.005%
11/15/2024 Barclays PLC5,907$343K0.0%+61.3%0.001%
11/15/2024 Public Employees Retirement System of Ohio164,352$9.54M0.0%N/A0.026%
11/15/2024 MML Investors Services LLC4,089$237K0.0%N/A0.001%
11/15/2024 National Bank of Canada FI5,837,298$338.62M0.4%+28.2%0.926%
11/15/2024 EP Wealth Advisors LLC4,576$266K0.0%N/A0.001%
11/15/2024 United Services Automobile Association19,798$1.15M0.0%-17.8%0.003%
11/15/2024 Wellington Management Group LLP62,206$3.61M0.0%-54.4%0.010%
11/15/2024 Two Sigma Advisers LP461,132$26.76M0.1%-10.9%0.073%
11/15/2024 State Street Corp39,478$2.29M0.0%+0.8%0.006%
11/15/2024 Stifel Financial Corp44,977$2.61M0.0%+1.6%0.007%
11/15/2024 Quadrature Capital Ltd111,200$6.46M0.1%N/A0.018%
11/15/2024 Quantinno Capital Management LP78,102$4.53M0.1%+4.6%0.012%
11/15/2024 Investment Management Corp of Ontario25,697$1.49M0.0%-8.2%0.004%
11/15/2024 Benjamin Edwards Inc.3,769$219K0.0%N/A0.001%
11/15/2024 Erste Asset Management GmbH28,200$1.63M0.0%N/A0.004%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,585,690$91.97M0.6%-40.9%0.252%
11/14/2024 Verition Fund Management LLC21,624$1.26M0.0%N/A0.003%
11/14/2024 Captrust Financial Advisors20,284$1.18M0.0%-2.5%0.003%
11/14/2024 Northwest & Ethical Investments L.P.589,272$34.19M0.9%-2.0%0.094%
11/14/2024 Financial Counselors Inc.7,823$454K0.0%+29.3%0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,125,104$65.28M0.0%-7.6%0.179%
11/14/2024 Public Sector Pension Investment Board75,771$4.40M0.0%-0.7%0.012%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 311,546$18.09M0.1%-7.5%0.049%
11/13/2024 Glenmede Trust Co. NA4,813$279K0.0%-49.4%0.001%
11/13/2024 Bridgewater Associates LP19,347$1.12M0.0%+45.8%0.003%
11/13/2024 BNP Paribas Financial Markets10,233$594K0.0%N/A0.002%
11/13/2024 FMR LLC5,189,939$301.05M0.0%+5.2%0.824%
11/13/2024 The Manufacturers Life Insurance Company 9,256,384$537.29M0.5%+7.6%1.469%
11/13/2024 DRW Securities LLC6,100$354K0.0%N/A0.001%
11/13/2024 Independent Advisor Alliance14,382$834K0.0%+14.6%0.002%
11/12/2024 Canopy Partners LLC3,941$229K0.1%N/A0.001%
11/12/2024 Cerity Partners LLC29,815$1.73M0.0%+88.9%0.005%
11/12/2024 Montrusco Bolton Investments Inc.11,655$677K0.0%+5.1%0.002%
11/12/2024 Citigroup Inc.93,568$5.43M0.0%-4.7%0.015%
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11/12/2024 Charles Schwab Investment Management Inc.1,580,531$91.78M0.0%+5.3%0.251%
11/9/2024 Intech Investment Management LLC38,579$2.24M0.0%-35.1%0.006%
11/8/2024 King Luther Capital Management Corp6,884$399K0.0%-25.7%0.001%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.4,665,564$270.60M1.3%-4.6%0.740%
11/8/2024 PCJ Investment Counsel Ltd.32,720$1.90M0.6%-4.3%0.005%
11/8/2024 West Family Investments Inc.7,179$417K0.1%+16.9%0.001%
11/7/2024 Caprock Group LLC5,061$294K0.0%-5.2%0.001%
11/7/2024 Swiss National Bank1,749,100$101.62M0.1%+0.1%0.278%
11/6/2024 Natixis Advisors LLC43,246$2.51M0.0%+13.3%0.007%
11/6/2024 CIBC Asset Management Inc6,488,668$377.31M1.2%+1.3%1.030%
11/6/2024 Metis Global Partners LLC33,756$1.96M0.1%-2.6%0.005%
11/6/2024 Plato Investment Management Ltd1,745$101K0.0%N/A0.000%
11/5/2024 Prime Capital Investment Advisors LLC8,324$483K0.0%-5.8%0.001%
11/5/2024 Entropy Technologies LP13,579$788K0.1%N/A0.002%
11/4/2024 Addison Advisors LLC650$38K0.0%+124.9%0.000%
11/4/2024 Mitchell Mcleod Pugh & Williams Inc.3,848$223K0.0%N/A0.001%
11/4/2024 Meritage Portfolio Management82,289$4.77M0.3%-4.3%0.013%
11/4/2024 Crossmark Global Holdings Inc.201,592$11.70M0.2%-15.6%0.032%
11/4/2024 Tyler Stone Wealth Management17,454$1.01M0.2%+100.0%0.003%
11/1/2024 Lindbrook Capital LLC3,340$194K0.0%-7.0%0.001%
11/1/2024 Assetmark Inc.541$31K0.0%+2,747.4%0.000%
11/1/2024 Verdence Capital Advisors LLC11,961$694K0.1%-1.6%0.002%
11/1/2024 Fiera Capital Corp836,152$48.57M0.1%-1.7%0.133%
11/1/2024 Gold Investment Management Ltd.38,755$2.25M0.9%-7.0%0.006%
10/31/2024 Principal Financial Group Inc.17,633$1.02M0.0%-3.8%0.003%
10/31/2024 Olympiad Research LP3,721$216K0.1%N/A0.001%
10/31/2024 Cozad Asset Management Inc.4,815$279K0.0%-11.0%0.001%
10/31/2024 M&G PLC28,740$1.66M0.0%-7.4%0.005%
10/30/2024 Harvest Portfolios Group Inc.50,298$2.92M0.1%-6.8%0.009%
10/30/2024 Gulf International Bank UK Ltd1,703$98K0.0%-56.4%0.000%
10/30/2024 Mn Services Vermogensbeheer B.V.224,045$13.01M0.1%-2.4%0.039%
10/30/2024 PDS Planning Inc5,448$316K0.0%+11.3%0.001%
10/30/2024 Intact Investment Management Inc.483,212$28.03M0.9%-52.5%0.083%
10/29/2024 Van ECK Associates Corp128,431$7.29M0.0%+27.5%0.022%
10/28/2024 Cigna Investments Inc. New10,603$615K0.1%-1.9%0.002%
10/28/2024 AustralianSuper Pty Ltd164,228$9.53M0.0%-4.5%0.028%
10/28/2024 US Bancorp DE15,500$899K0.0%-15.2%0.003%
10/25/2024 First Trust Direct Indexing L.P.10,060$584K0.0%+29.3%0.002%
10/25/2024 Pathway Financial Advisers LLC25,952$1.51M0.0%+2.4%0.004%
10/24/2024 Concord Wealth Partners2,000$116K0.0%N/A0.000%
10/24/2024 DekaBank Deutsche Girozentrale1,049,330$60.30M0.1%-0.7%0.181%
10/24/2024 PFG Investments LLC6,044$351K0.0%+11.3%0.001%
10/24/2024 Arkadios Wealth Advisors3,533$205K0.0%N/A0.001%
10/24/2024 Pathway Financial Advisers LLC25,952$1.51M0.0%+2.4%0.004%
10/24/2024 Forsta AP Fonden287,300$16.68M0.1%-0.9%0.046%
10/23/2024 Assenagon Asset Management S.A.62,589$3.64M0.0%+0.3%0.011%
10/23/2024 DORCHESTER WEALTH MANAGEMENT Co35,323$2.05M0.4%-3.1%0.006%
10/23/2024 JCIC Asset Management Inc.106,346$6.17M2.5%+4.3%0.018%
10/22/2024 International Assets Investment Management LLC16,594$963K0.0%N/A0.003%
10/22/2024 Private Advisor Group LLC8,462$491K0.0%-8.8%0.001%
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10/22/2024 Symphony Financial Ltd. Co.67,864$3.92M0.6%-0.3%0.012%
10/22/2024 Signaturefd LLC25,319$1.47M0.0%+5.6%0.004%
10/22/2024 Sequoia Financial Advisors LLC10,775$625K0.0%-4.9%0.002%
10/18/2024Raymond James & Associates49,535$2.87M0.0%-2.9%0.009%
10/18/2024Blue Trust Inc.7,661$444K0.0%+123.7%0.001%
10/17/2024Well Done LLC3,726$216K0.0%N/A0.001%
10/17/2024 Heathbridge Capital Management Ltd.4,200$244K0.1%N/A0.001%
10/16/2024 Vontobel Holding Ltd.45,743$2.65M0.0%-3.0%0.008%
10/16/2024 QV Investors Inc.1,210,734$70.31M6.2%-0.3%0.210%
10/11/2024 Creative Planning48,558$2.82M0.0%+1.2%0.008%
(Data available from 1/1/2016 forward)

SLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLF shares?

During the previous two years, 357 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Canoe Financial LP ($2.37B), Vanguard Group Inc. ($1.27B), TD Asset Management Inc ($788.55M), Mackenzie Financial Corp ($721.04M), FIL Ltd ($636.16M), The Manufacturers Life Insurance Company ($537.29M), and Beutel Goodman & Co Ltd. ($516.01M).Learn more on SLF's institutional investors.

What percentage of Sun Life Financial stock is owned by institutional investors?

52.26% of Sun Life Financial stock is owned by institutional investors. Learn more on SLF's institutional investor holdings.

Which institutional investors have been buying Sun Life Financial stock?

Of the 306 institutional investors that purchased Sun Life Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($45.67M), National Bank of Canada FI ($6.81M), Norges Bank ($6.47M), MUFG Securities EMEA plc ($5.35M), TD Asset Management Inc ($4.61M), FIL Ltd ($3.63M), and Toronto Dominion Bank ($3.30M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 104,434,214 shares in the last 24 months. This purchase volume represents approximately $5.33B in transactions.

Which Sun Life Financial major shareholders have been selling company stock?

Of the 186 institutional investors that sold Sun Life Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($3.17M), National Bank of Canada FI ($2.85M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($2.81M), Mackenzie Financial Corp ($2.48M), Canada Pension Plan Investment Board ($2.03M), FIL Ltd ($1.83M), and CIBC Asset Management Inc ($1.21M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 30,441,840 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions.



This page (NYSE:SLF) was last updated on 11/21/2024 by MarketBeat.com Staff
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