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 | 11/14/2025 | 50.38 M | $3.02 B | -2.31% | 8.92% |
| VANGUARD GROUP INC | 11/07/2025 | 25.35 M | $1.52 B | -0.29% | 4.49% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 15.72 M | $944.26 M | -0.47% | 2.78% |
| 1832 ASSET MANAGEMENT L.P. | 11/14/2025 | 10.18 M | $610.98 M | 0.42% | 1.80% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 9.82 M | $589.33 M | -9.09% | 1.74% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 9.08 M | $544.84 M | -17.18% | 1.61% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 7.97 M | $478.63 M | -4.63% | 1.41% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 7.20 M | $431.40 M | 7.07% | 1.27% |
| TORONTO DOMINION BANK | 11/14/2025 | 5.78 M | $347.02 M | 0.75% | 1.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 5.65 M | $338.21 M | -10.41% | 1.00% |
| FMR LLC | 11/13/2025 | 5.37 M | $322.32 M | 13.86% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 5.18 M | $317.27 M | 12.04% | 0.92% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 5.02 M | $301.22 M | -2.53% | 0.89% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 4.71 M | $283.06 M | -23.44% | 0.83% |
| BEUTEL, GOODMAN & CO LTD. | 11/14/2025 | 4.27 M | $256.17 M | -7.31% | 0.75% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 3.86 M | $231.82 M | 10.64% | 0.68% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 3.78 M | $226.81 M | 33.76% | 0.67% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 3.67 M | $220.22 M | -23.04% | 0.65% |
| CIBC ASSET MANAGEMENT INC | 10/31/2025 | 3.43 M | $206.75 M | -37.95% | 0.61% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 3.30 M | $197.71 M | 6.33% | 0.58% |
| LETKO, BROSSEAU & ASSOCIATES INC | 11/12/2025 | 3.20 M | $191.90 M | 16.23% | 0.57% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.73 M | $164.12 M | 9.77% | 0.48% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.42 M | $145.19 M | 72.46% | 0.43% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 2.35 M | $140.97 M | -25.54% | 0.42% |
| MORGAN STANLEY | 11/14/2025 | 2.12 M | $127.14 M | -3.90% | 0.37% |
| TD WATERHOUSE CANADA INC. | 11/03/2025 | 1.97 M | $122.40 M | 4.61% | 0.35% |
| HSBC HOLDINGS PLC | 11/13/2025 | 1.95 M | $117.27 M | 8.51% | 0.35% |
| AMUNDI | 11/14/2025 | 1.66 M | $101.45 M | 3.47% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.66 M | $99.39 M | 12.66% | 0.29% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.64 M | $98.43 M | 1.43% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.62 M | $97.49 M | -2.11% | 0.29% |
| SWISS NATIONAL BANK | 11/13/2025 | 1.62 M | $97.42 M | -6.85% | 0.29% |
| SIG NORTH TRADING, ULC | 11/14/2025 | 1.60 M | $96.28 M | 97.09% | 0.28% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 1.41 M | $84.35 M | 251.25% | 0.25% |
| TORONTO DOMINION BANK | 11/14/2025 | 1.37 M | $82.27 M | 90.29% | 0.24% |
| INVESCO LTD. | 11/13/2025 | 1.36 M | $81.53 M | 9.22% | 0.24% |
| INTACT INVESTMENT MANAGEMENT INC. | 10/31/2025 | 1.27 M | $76.33 M | 226.82% | 0.22% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.18 M | $70.73 M | 0.48% | 0.21% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 10/03/2025 | 1.15 M | $68.81 M | 0.62% | 0.20% |
| VALUE PARTNERS INVESTMENTS INC. | 10/15/2025 | 1.12 M | $67.18 M | 0.14% | 0.20% |
| DEKABANK DEUTSCHE GIROZENTRALE | 11/03/2025 | 1.05 M | $61.65 M | 0.00% | 0.19% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.00 M | $60.36 M | -5.47% | 0.18% |
| QV INVESTORS INC. | 10/30/2025 | 1.00 M | $60.23 M | -16.07% | 0.18% |
| MUFG SECURITIES (CANADA), LTD. | 11/12/2025 | 931.88 K | $55.95 M | -2.78% | 0.16% |
| AGF MANAGEMENT LTD | 11/04/2025 | 904.48 K | $70.69 M | -26.02% | 0.16% |
| BLACKROCK, INC. | 11/12/2025 | 896.52 K | $53.82 M | -3.84% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 781.51 K | $46.91 M | 12.83% | 0.14% |
| FIERA CAPITAL CORP | 11/07/2025 | 753.87 K | $45.25 M | -2.78% | 0.13% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 11/13/2025 | 744.36 K | $44.69 M | -40.92% | 0.13% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 708.99 K | $42.56 M | 7.28% | 0.13% |
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Sun Life Financial Inc. institutional Ownership - FAQ's
During the previous two years, 635 institutional investors and hedge funds held shares of Sun Life Financial Inc.. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 50.38 M
VANGUARD GROUP INC: 25.35 M
TD ASSET MANAGEMENT INC: 15.72 M
1832 Asset Management L.P.: 10.18 M
BANK OF MONTREAL /CAN/: 9.82 M
MACKENZIE FINANCIAL CORP: 9.08 M
44.26% of Sun Life Financial Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 290.44 M shares in the last 24 months. This purchase volume represents approximately $16.98 B in transactions.