Sun Life Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 05/15/2026 | 41.65 M | $2.61 B | -8.06% | 7.27% |
| 05/15/2026 | 15.97 M | $1.00 B | 100.00% | 2.79% | |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 14.02 M | $875.72 M | -8.61% | 2.45% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 10.38 M | $650.65 M | 0.49% | 1.81% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 9.32 M | $583.49 M | 39.08% | 1.63% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 9.06 M | $567.04 M | -11.21% | 1.58% |
| TORONTO DOMINION BANK | 05/15/2026 | 7.05 M | $441.76 M | 12.96% | 1.23% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 6.95 M | $434.71 M | -9.23% | 1.21% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 6.87 M | $430.24 M | 14.66% | 1.20% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 6.68 M | $417.15 M | 5.71% | 1.17% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 6.10 M | $382.26 M | -1.71% | 1.07% |
| FMR LLC | 05/15/2026 | 5.85 M | $366.30 M | 8.82% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.79 M | $375.03 M | 4.64% | 1.01% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 5.53 M | $345.86 M | 152.70% | 0.97% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 5.48 M | $341.02 M | -1.65% | 0.96% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 4.91 M | $307.63 M | 100.00% | 0.86% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 3.99 M | $250.14 M | -19.85% | 0.70% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.95 M | $247.66 M | 100.00% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 3.83 M | $239.16 M | -1.71% | 0.67% |
| LETKO, BROSSEAU & ASSOCIATES INC | 05/12/2026 | 3.26 M | $203.86 M | 1.75% | 0.57% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 3.26 M | $203.56 M | -0.35% | 0.57% |
| MORGAN STANLEY | 05/15/2026 | 2.99 M | $186.83 M | -24.45% | 0.52% |
| BEUTEL, GOODMAN & CO LTD. | 05/15/2026 | 2.91 M | $181.54 M | -8.39% | 0.51% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.77 M | $171.26 M | 6.82% | 0.48% |
| FIERA CAPITAL CORP | 05/12/2026 | 2.30 M | $143.97 M | 239.93% | 0.40% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 04/07/2026 | 2.23 M | $139.36 M | 107.71% | 0.39% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.22 M | $138.83 M | -39.09% | 0.39% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.17 M | $135.54 M | -3.33% | 0.38% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.12 M | $132.56 M | 34.57% | 0.37% |
| SWISS NATIONAL BANK | 05/07/2026 | 1.86 M | $116.62 M | 25.48% | 0.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.75 M | $109.09 M | 3.06% | 0.31% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.70 M | $106.46 M | 3.86% | 0.30% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 1.60 M | $100.28 M | 2,187.43% | 0.28% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 1.49 M | $93.04 M | -45.94% | 0.26% |
| PICTON MAHONEY ASSET MANAGEMENT | 05/13/2026 | 1.37 M | $86.16 M | 100.00% | 0.24% |
| CIBC ASSET MANAGEMENT INC | 05/12/2026 | 1.36 M | $84.88 M | 1.01% | 0.24% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.30 M | $81.42 M | 30.00% | 0.23% |
| INVESCO LTD. | 05/12/2026 | 1.19 M | $74.35 M | -14.08% | 0.21% |
| TORONTO DOMINION BANK | 05/15/2026 | 1.18 M | $73.90 M | -41.94% | 0.21% |
| AMUNDI | 05/18/2026 | 1.18 M | $73.60 M | -4.52% | 0.21% |
| SIG NORTH TRADING, ULC | 05/15/2026 | 1.13 M | $70.96 M | -29.00% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.13 M | $70.71 M | -29.54% | 0.20% |
| VALUE PARTNERS INVESTMENTS INC. | 04/21/2026 | 1.13 M | $70.41 M | 0.21% | 0.20% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 1.12 M | $69.88 M | 100.00% | 0.19% |
| DEKABANK DEUTSCHE GIROZENTRALE | 05/07/2026 | 1.05 M | $66.74 M | 0.00% | 0.18% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.01 M | $62.92 M | -11.30% | 0.18% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 1.00 M | $62.72 M | 224.89% | 0.17% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 04/29/2026 | 981.35 K | $61.49 M | 5.82% | 0.17% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 957.03 K | $59.77 M | 160.77% | 0.17% |
| BLACKROCK, INC. | 05/13/2026 | 914.08 K | $57.19 M | 6.98% | 0.16% |
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Sun Life Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 626 institutional investors and hedge funds held shares of Sun Life Financial, Inc.. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 41.65 M
TD ASSET MANAGEMENT INC: 14.02 M
BANK OF MONTREAL /CAN/: 10.38 M
CIBC WORLD MARKET INC.: 9.32 M
1832 Asset Management L.P.: 9.06 M
TORONTO DOMINION BANK: 7.05 M
43.41% of Sun Life Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 298.82 M shares in the last 24 months. This purchase volume represents approximately $18.98 B in transactions.