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 | 02/17/2026 | 45.30 M | $2.83 B | -10.09% | 7.91% |
| VANGUARD GROUP INC | 01/29/2026 | 25.88 M | $1.62 B | 2.11% | 4.52% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 15.34 M | $959.15 M | -2.40% | 2.68% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 10.21 M | $636.99 M | 0.30% | 2.52% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 10.33 M | $645.06 M | 5.27% | 1.80% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 6.32 M | $393.84 M | -12.22% | 1.56% |
| TORONTO DOMINION BANK | 02/17/2026 | 6.24 M | $389.62 M | 7.94% | 1.54% |
| BANK OF NOVA SCOTIA | 02/13/2026 | 5.99 M | $373.98 M | 27.10% | 1.48% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 7.65 M | $478.64 M | -3.98% | 1.34% |
| FMR LLC | 02/17/2026 | 5.37 M | $335.41 M | 0.10% | 1.33% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 6.70 M | $418.20 M | 33.51% | 1.17% |
| NORGES BANK | 02/10/2026 | 6.38 M | $398.04 M | 100.00% | 1.11% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 6.21 M | $388.33 M | -31.59% | 1.08% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 5.57 M | $347.84 M | -1.33% | 0.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 5.53 M | $353.18 M | 6.70% | 0.97% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 4.98 M | $310.92 M | 31.84% | 0.87% |
| BEUTEL, GOODMAN & CO LTD. | 02/13/2026 | 3.17 M | $198.35 M | -25.60% | 0.78% |
| MORGAN STANLEY | 02/13/2026 | 3.95 M | $246.65 M | 86.63% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 3.90 M | $243.54 M | 0.95% | 0.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.64 M | $227.34 M | 50.63% | 0.64% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 3.27 M | $204.21 M | -0.89% | 0.57% |
| LETKO, BROSSEAU & ASSOCIATES INC | 02/11/2026 | 3.21 M | $200.53 M | 0.41% | 0.56% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 2.25 M | $140.34 M | 123.41% | 0.55% |
| TORONTO DOMINION BANK | 02/17/2026 | 2.03 M | $126.80 M | 48.23% | 0.50% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 2.75 M | $171.55 M | -25.08% | 0.48% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.59 M | $161.56 M | -5.30% | 0.45% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 2.19 M | $136.44 M | 10.94% | 0.38% |
| INTACT INVESTMENT MANAGEMENT INC. | 02/02/2026 | 2.01 M | $125.60 M | 58.31% | 0.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.70 M | $105.95 M | 4.43% | 0.30% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.64 M | $102.25 M | -0.07% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.60 M | $100.10 M | -3.12% | 0.28% |
| SIG NORTH TRADING, ULC | 02/17/2026 | 1.60 M | $99.68 M | -0.41% | 0.28% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.57 M | $98.26 M | -32.95% | 0.28% |
| SWISS NATIONAL BANK | 02/12/2026 | 1.49 M | $92.93 M | -8.39% | 0.26% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.00 M | $62.43 M | 100.00% | 0.25% |
| INVESCO LTD. | 02/19/2026 | 1.38 M | $86.32 M | 1.86% | 0.24% |
| CIBC ASSET MANAGEMENT INC | 02/10/2026 | 1.35 M | $84.04 M | -60.79% | 0.23% |
| AMUNDI | 02/17/2026 | 1.23 M | $76.89 M | -25.76% | 0.22% |
| TORONTO DOMINION BANK | 02/17/2026 | 836.60 K | $52.22 M | 183.59% | 0.21% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1.13 M | $70.75 M | -3.77% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 797.85 K | $49.81 M | 5,525.40% | 0.20% |
| VALUE PARTNERS INVESTMENTS INC. | 01/08/2026 | 1.12 M | $70.25 M | 0.42% | 0.20% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 01/22/2026 | 1.07 M | $92.05 M | -6.19% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 1.06 M | $66.12 M | 822.33% | 0.19% |
| DEKABANK DEUTSCHE GIROZENTRALE | 01/28/2026 | 1.05 M | $59.18 M | 0.00% | 0.18% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 670.37 K | $41.83 M | -5.45% | 0.17% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 02/19/2026 | 927.40 K | $57.89 M | -15.87% | 0.16% |
| 02/17/2026 | 867.77 K | $76.43 M | 100.00% | 0.15% | |
| BLACKROCK, INC. | 02/12/2026 | 854.46 K | $53.32 M | -4.69% | 0.15% |
| MUFG SECURITIES (CANADA), LTD. | 02/13/2026 | 848.74 K | $52.99 M | -8.92% | 0.15% |
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Sun Life Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 638 institutional investors and hedge funds held shares of Sun Life Financial, Inc.. The most heavily invested institutionals were:
Cardinal Capital Management, Inc.: 2.23 M
Value Partners Investments Inc.: 1.13 M
Alberta Investment Management Corp: 981,353
UBS Group AG: 705,808
Bank of New York Mellon Corp: 624,703
QV Investors Inc.: 516,510
43.80% of Sun Life Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 287.24 M shares in the last 24 months. This purchase volume represents approximately $18.24 B in transactions.