Sun Life Financial Inc. (SLF) Ownership

51.05 ↑0.72 (1.43%)
As of May 24, 2024, 3:57pm EST.

Institutional Ownership

Royal Bank of Canada is the biggest individual institutional holder of Sun Life Financial Inc. (SLF), owning a total of 41.4 million shares. Combined, the top 31 institutional holders of SLF own 46.13% of the company with a total of 269 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders decreased their combined ownership of SLF by 3.2 million shares. 11 institutions bought 11,841,362 total additional shares and increased their ownership by an average of 24.91%. However 9 institutions sold 15,074,421 total shares and decreased their ownership by an average of 13.63%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Sun Life Financial decreased by a net total of -3,233,059 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royal Bank of Canada7.101%-5.345%41,357,855-2,335,4782023-12-31
Vanguard Group Inc3.929%1.828%22,882,882410,7592023-12-31
TD Asset Management Inc2.690%34.698%15,665,5514,035,3942023-12-31
Mackenzie Investments2.419%-2.473%14,086,704-357,1402023-12-31
Fidelity International Ltd2.106%-13.002%12,266,388-1,833,1872023-12-31
Bank of Montreal2.002%-15.049%11,659,470-2,065,3922023-12-31
BMO Capital Markets Corp.2.002%-15.049%11,659,470-2,065,3922023-12-31
Beutel, Goodman & Company Ltd.1.700%0.003%9,901,2622912023-12-31
1832 Asset Management L.P1.670%7.446%9,725,626673,9662023-12-31
CIBC World Markets Inc.1.639%36.852%9,544,0142,570,0372023-12-31
Bank of Nova Scotia1.381%-18.980%8,041,990-1,883,9182023-12-31
Manufacturers Life Insurance Co1.231%6.921%7,170,280464,1262023-12-31
NORGES BANK1.111%3.482%6,473,723217,8062023-12-31
CIBC Global Asset Management Inc1.044%-4.672%6,080,164-297,9632023-12-31
Legal & General Group PLC0.868%33.218%5,056,9541,260,9422023-12-31
The Toronto-Dominion Bank0.799%-47.577%4,651,204-4,221,2022023-12-31
FMR Inc0.798%1.533%4,644,98070,1182023-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.630%7.053%3,670,046241,7882023-12-31
Goldman Sachs Group Inc0.557%140.928%3,241,6021,896,1352023-12-31
Scotia Capital Inc0.507%-0.497%2,950,788-14,7492023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royal Bank of Canada7.101%-5.345%41,357,855-2,335,4782023-12-31
Vanguard Group Inc3.929%1.828%22,882,882410,7592023-12-31
T. Rowe Price Associates, Inc.2.733%-8.644%16,021,837-1,516,0052022-06-30
TD Asset Management Inc2.690%34.698%15,665,5514,035,3942023-12-31
Mackenzie Investments2.419%-2.473%14,086,704-357,1402023-12-31
TD Global Investment Solutions2.295%0.106%13,462,82214,2692022-12-31
Fidelity International Ltd2.106%-13.002%12,266,388-1,833,1872023-12-31
Bank of Montreal2.002%-15.049%11,659,470-2,065,3922023-12-31
BMO Capital Markets Corp.2.002%-15.049%11,659,470-2,065,3922023-12-31
Beutel, Goodman & Company Ltd.1.700%0.003%9,901,2622912023-12-31
1832 Asset Management L.P1.670%7.446%9,725,626673,9662023-12-31
CIBC World Markets Inc.1.639%36.852%9,544,0142,570,0372023-12-31
Bank of Nova Scotia1.381%-18.980%8,041,990-1,883,9182023-12-31
Manufacturers Life Insurance Co1.231%6.921%7,170,280464,1262023-12-31
NORGES BANK1.111%3.482%6,473,723217,8062023-12-31
CIBC Global Asset Management Inc1.044%-4.672%6,080,164-297,9632023-12-31
Mitsubishi UFJ Securities International PLC0.916%0.000%5,352,5005,352,5002023-06-30
Legal & General Group PLC0.868%33.218%5,056,9541,260,9422023-12-31
The Toronto-Dominion Bank0.799%-47.577%4,651,204-4,221,2022023-12-31
FMR Inc0.798%1.533%4,644,98070,1182023-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.630%7.053%3,670,046241,7882023-12-31
Canada Pension Plan Investment Board0.562%36.868%3,299,845888,8802023-03-31
Goldman Sachs Group Inc0.557%140.928%3,241,6021,896,1352023-12-31
Bank of America Corp0.546%39.433%3,188,374901,7022023-06-30
Man Group PLC0.535%84.787%3,141,3981,441,3872022-12-31
Scotia Capital Inc0.507%-0.497%2,950,788-14,7492023-12-31
Letko, Brosseau & Associates Inc0.497%-3.625%2,914,687-109,6452023-06-30
JPMorgan Chase & Co0.496%1.441%2,897,15141,1472023-09-30
Letko, Brosseau & Associates Inc.0.494%-0.877%2,889,132-25,5552023-09-30
Swiss National Bank0.450%0.526%2,636,10013,8002022-09-30
Morgan Stanley - Brokerage Accounts0.424%14.976%2,486,236323,8362023-03-31

Mutual Fund Ownership

Vanguard Total Intl Stock Index Inv is the biggest individual fund holder of Sun Life Financial Inc. (SLF), owning a total of 8.1 million shares. Combined, the top 33 mutual fund holders of SLF own 15.26% of the company with a total of 88.9 million shares.

In the latest ownership report on April 30th 2024, the top 33 fund holders increased their combined ownership of SLF by 129 thousand shares. 4 funds bought 133,459 total additional shares and increased their ownership by an average of 0.83%. However 1 funds sold 4,608 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sun Life Financial increased by a net total of 128,851 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Intl Stock Index Inv1.390%0.488%8,078,54139,2282024-04-30
Vanguard Developed Markets Index Admiral0.839%0.554%4,876,92426,8622024-04-30
Vanguard Instl Ttl Intl Stk Mkt Idx TrII0.679%1.356%3,943,43352,7692024-04-30
iShares S&P/TSX 60 ETF0.493%-0.160%2,867,427-4,6082024-04-30
JPMorgan BetaBuilders Canada ETF0.367%0.000%2,132,60502024-04-30
iShares Core S&P/TSX Capped Compost ETF0.365%0.000%2,120,61502024-04-30
Stt Strt World Dev ex US Idx SL SF Cl II0.270%0.940%1,567,71314,6002024-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Intl Stock Index Inv1.390%0.488%8,078,54139,2282024-04-30
RBC Canadian Dividend Fund A0.871%0.000%5,058,82902024-03-31
Scotia Canadian Dividend A0.856%0.000%4,975,34302024-03-31
Vanguard Developed Markets Index Admiral0.839%0.554%4,876,92426,8622024-04-30
T. Rowe Price International Core Equity0.687%-0.555%4,029,405-22,5002022-09-30
Vanguard Instl Ttl Intl Stk Mkt Idx TrII0.679%1.356%3,943,43352,7692024-04-30
T. Rowe Price International Core Eq SMA0.570%750,804.000%3,326,5053,326,0622023-12-31
T. Rowe Price International Core Eq Comp0.571%-0.223%3,319,105-7,4002024-03-31
T. Rowe Price Overseas Stock0.571%-0.223%3,319,105-7,4002024-03-31
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A0.570%0.408%3,314,01713,4592024-03-31
Beutel Goodman Canadian Equity Class D0.556%-0.921%3,232,920-30,0402024-03-31
iShares S&P/TSX 60 ETF0.493%-0.160%2,867,427-4,6082024-04-30
Fidelity Series Canada0.493%-0.783%2,862,200-22,6002024-03-31
Fidelity® Series Canada0.486%-0.204%2,842,400-5,8002023-11-30
TD Canadian Equity - I0.475%0.000%2,761,82902023-12-31
JPMorgan BetaBuilders Canada ETF0.367%0.000%2,132,60502024-04-30
TD Tactical Monthly Income F0.364%0.000%2,126,71302022-12-31
iShares Core S&P/TSX Capped Compost ETF0.365%0.000%2,120,61502024-04-30
TD Dividend Growth - I0.361%-2.074%2,096,900-44,4002023-12-31
Fidelity Canadian Disciplined Eq B0.347%-3.073%2,014,035-63,8492023-12-31
T. Rowe Price International Core Eq Tr-A0.334%3.153%1,942,72259,3812024-03-31
RBC QUBE Low Vol Canadian Eqty Fund F0.313%-1.255%1,833,980-23,3002022-07-31
Stt Strt World Dev ex US Idx SL SF Cl II0.270%0.940%1,567,71314,6002024-04-30
T. Rowe Price International Value Eq0.263%-2.391%1,540,950-37,7502023-03-31
T. Rowe Price International Value Equity0.263%-2.391%1,540,950-37,7502023-03-31
iProfile Canadian Equity Private Pool I0.257%4.748%1,491,14067,5852024-02-29
IG Mackenzie Dividend C0.249%-2.515%1,463,525-37,7592023-04-30
T. Rowe Price International Val Eq Tr-D0.250%13.072%1,453,156167,9982024-03-31
BMO S&P/TSX Capped Composite ETF0.236%-2.729%1,376,750-38,6242024-02-29
First Trust Value Line® Dividend ETF0.233%-0.411%1,358,401-5,6122023-10-31
Fidelity Cdn Focused Eq Instl Tr0.232%2.793%1,358,18636,9042023-09-30
iShares Core MSCI Canadian Qual Div ETF0.230%0.000%1,336,72002024-03-29
Mackenzie Canadian Dividend A0.223%-0.719%1,301,234-9,4232023-12-31

Discussions

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turkeyday33

$SLF Silly Bears tricks are for kids

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substancetag

$SLF glad I didn’t chase this isn’t moving anytime soon with all of those call options here lol

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glaglewd

$SLF I warned you all fairly you morons.

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Modok

$SLF great sale!!!! Buy buy buy

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a

$SLF is it Monday yet?

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Modok

$SLF come on I wana jump up and down

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