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 | 08/14/2026 | 41.55 M | $3.26 B | -0.23% | 7.50% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 16.05 M | $1.26 B | 0.46% | 2.90% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 12.23 M | $959.46 M | 17.81% | 2.21% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 10.10 M | $792.81 M | -27.97% | 1.82% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 8.08 M | $633.51 M | -13.31% | 1.46% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2026 | 7.97 M | $624.63 M | -12.12% | 1.44% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 6.93 M | $544.05 M | 0.88% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 6.46 M | $526.43 M | 11.66% | 1.17% |
| NORGES BANK | 08/12/2026 | 6.37 M | $499.65 M | 100.00% | 1.15% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 6.24 M | $695.34 M | 2.33% | 1.13% |
| FMR LLC | 08/13/2026 | 6.00 M | $471.39 M | 2.69% | 1.08% |
| FIL LTD | 08/13/2026 | 5.92 M | $464.54 M | 178,064.08% | 1.07% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 5.85 M | $457.77 M | -12.41% | 1.06% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 5.51 M | $433.83 M | -0.40% | 0.99% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 5.32 M | $415.57 M | -2.87% | 0.96% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 4.91 M | $385.45 M | -0.02% | 0.89% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 4.28 M | $336.17 M | 8.31% | 0.77% |
| CIBC ASSET MANAGEMENT INC | 08/03/2026 | 3.84 M | $300.87 M | 182.56% | 0.69% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 3.74 M | $292.98 M | -6.43% | 0.67% |
| TORONTO DOMINION BANK | 08/14/2026 | 3.64 M | $285.49 M | -48.37% | 0.66% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 3.74 M | $293.05 M | -46.15% | 0.65% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 3.57 M | $280.31 M | -6.74% | 0.64% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 3.14 M | $245.90 M | -3.63% | 0.57% |
| LETKO, BROSSEAU & ASSOCIATES INC | 08/13/2026 | 3.14 M | $246.79 M | -3.68% | 0.57% |
| FIERA CAPITAL CORP | 08/07/2026 | 3.13 M | $245.04 M | 35.82% | 0.56% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.98 M | $232.78 M | 7.78% | 0.54% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 2.81 M | $220.57 M | 29.49% | 0.51% |
| MORGAN STANLEY | 08/13/2026 | 2.53 M | $198.38 M | -15.29% | 0.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.40 M | $188.33 M | 13.33% | 0.43% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.06 M | $161.88 M | -6.98% | 0.37% |
| PICTON MAHONEY ASSET MANAGEMENT | 08/13/2026 | 2.06 M | $161.43 M | 49.92% | 0.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.85 M | $145.29 M | 5.97% | 0.33% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.85 M | $145.29 M | 100.00% | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.83 M | $143.36 M | 7.42% | 0.33% |
| SWISS NATIONAL BANK | 08/11/2026 | 1.79 M | $140.14 M | -3.97% | 0.32% |
| BEUTEL, GOODMAN & CO LTD. | 08/12/2026 | 1.74 M | $136.83 M | -40.03% | 0.31% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 1.49 M | $116.63 M | 55.27% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 1.32 M | $103.20 M | -11.44% | 0.24% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.30 M | $101.96 M | 0.00% | 0.23% |
| AMUNDI | 08/11/2026 | 1.29 M | $101.45 M | 9.96% | 0.23% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 08/06/2026 | 1.27 M | $99.93 M | 29.83% | 0.23% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 1.24 M | $97.09 M | 10.86% | 0.22% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 07/10/2026 | 1.17 M | $91.58 M | -47.62% | 0.21% |
| UBS GROUP AG | 08/13/2026 | 1.11 M | $87.09 M | 57.35% | 0.20% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.07 M | $84.16 M | 6.71% | 0.19% |
| DEKABANK DEUTSCHE GIROZENTRALE | 08/05/2026 | 1.05 M | $65.40 M | 0.00% | 0.19% |
| BLACKROCK, INC. | 08/07/2026 | 1.04 M | $81.59 M | 13.82% | 0.19% |
| SIG NORTH TRADING, ULC | 08/14/2026 | 1.03 M | $80.94 M | -9.00% | 0.19% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2026 | 1.00 M | $78.48 M | 100.00% | 0.18% |
| TORONTO DOMINION BANK | 08/14/2026 | 932.80 K | $73.16 M | -20.91% | 0.17% |
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Sun Life Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 701 institutional investors and hedge funds held shares of Sun Life Financial, Inc.. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 41.55 M
VANGUARD CAPITAL MANAGEMENT LLC: 16.05 M
BANK OF MONTREAL /CAN/: 12.23 M
TD ASSET MANAGEMENT INC: 10.1 M
CIBC WORLD MARKET INC.: 8.08 M
1832 Asset Management L.P.: 7.97 M
45.77% of Sun Life Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 315.81 M shares in the last 24 months. This purchase volume represents approximately $20.06 B in transactions.