Security record · archived quarter
SLF
Sun Life Financial Inc. · Financial Services · Insurance - Diversified
18Tracked holders
+1Δ holders
48.56MShares held
$2.92BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +1.7% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 120 | +5 | 199.81M | $15.89B | +10 | −4 |
| Q1 2026 | 116 | -1 | 197.35M | $12.36B | +1 | −3 |
| Q4 2025 | 118 | 0 | 213.55M | $13.35B | +2 | −1 |
| Q3 2025 | 18 | +1 | 48.56M | $2.92B | +1 | −1 |
| Q2 2025 | 15 | -1 | 43.28M | $2.88B | +1 | −2 |
| Q1 2025 | 13 | +1 | 11.86M | $682.96M | +1 | — |
| Q4 2024 | 12 | -1 | 13.75M | $819.94M | +1 | −2 |
| Q3 2024 | 12 | +1 | 12.46M | $724.94M | +2 | −1 |
| Q2 2024 | 11 | — | 10.83M | $532.45M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 25.35M | -0.3% | $1.52B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 25.35M | -0.3% | $1.52B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 25.35M | -0.3% | $1.52B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 25.35M | -0.3% | $1.52B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 25.35M | -0.3% | $1.52B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.47M | — | $328.24M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 5.37M | +13.9% | $322.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.37M | +13.9% | $322.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 5.37M | +13.9% | $322.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 5.37M | +13.9% | $322.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passive) | 5.18M | +12.0% | $317.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 5.18M | +12.0% | $317.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 2.35M | — | $140.97M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 2.35M | — | $140.97M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 2.35M | — | $140.97M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 2.35M | — | $140.97M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 2.12M | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wellington Management ✦ | 1.00M | -5.5% | $60.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Wellington Management ✦ | 1.00M | -5.5% | $60.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.00M | -5.5% | $60.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 896.52K | -3.8% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 896.52K | -3.8% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bridgewater Associates ✦ | 316.44K | -3.4% | $19.01M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 185.84K | +468.1% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 185.84K | +468.1% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 114.88K | -65.9% | $6.90M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | Renaissance Technologies ✦ | 53.60K | -27.2% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Millennium Management ✦ | 45.96K | +470.2% | $2.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | State Street Global Advisors ✦ (passive) | 39.10K | -1.0% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Capital World Investors ✦ | 34.53K | +39.6% | $2.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 14.18K | -18.7% | $851,399 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 14.18K | -18.7% | $851,399 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Arrowstreet Capital ✦ | 14.03K | -93.4% | $841,921 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Gotham Asset Management ✦ | 8.34K | New | $500,770 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $500,770 | 0.0% |
Exited
| Norges Bank | $362.89M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 2.85M shares, $214.73M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
Get this via the API