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Security record · archived quarter

SLF

Sun Life Financial Inc. · Financial Services · Insurance - Diversified

77.87 +0.7% mkt cap $43.15B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
118Tracked holders
0Δ holders
213.55MShares held
$13.35BReported value
+2New positions
−1Exits
Stable Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.3% · net new positions +0.8% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 118 +5 198.35M $15.78B +10 −6
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 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 45.30M — $2.83B 0.5% n/c 1 SEC ↗ ×12
2 The Vanguard Group ✦ (passive) 25.88M +2.1% $1.62B 0.0% ▲ Add 3 SEC ↗ ×5
3 Td Asset Management Inc 15.34M — $959.15M 0.8% n/c 1 SEC ↗ ×2
4 Bank Of Montreal /Can/ 10.33M — $645.06M 0.3% n/c 1 SEC ↗ ×7
5 1832 Asset Management L.P. 10.21M — $636.99M 0.8% n/c 1 SEC ↗
6 Manufacturers Life Insurance… 7.65M — $478.64M 0.4% n/c 1 SEC ↗
7 Cibc World Market Inc. 6.70M — $418.20M 0.7% n/c 1 SEC ↗
8 Norges Bank ✦ (passive) 6.38M New $398.04M 0.0% New 1 SEC ↗
9 National Bank Of Canada /Fi/ 6.32M — $393.84M 0.4% n/c 1 SEC ↗ ×4
10 Toronto Dominion Bank 6.24M — $389.62M 0.7% n/c 1 SEC ↗ ×5
11 Mackenzie Financial Corp 6.21M — $388.33M 0.5% n/c 1 SEC ↗
12 Bank Of Nova Scotia 5.99M — $373.98M 0.6% n/c 1 SEC ↗ ×2
13 Geode Capital Management ✦ (passive) 5.53M +6.7% $353.18M 0.0% ▲ Add 7 SEC ↗ ×2
14 Fidelity (FMR) ✦ 5.37M +0.1% $335.41M 0.0% ▲ Add 3 SEC ↗ ×4
15 Canada Pension Plan Investment Board 4.98M — $310.92M 0.2% n/c 1 SEC ↗
16 Morgan Stanley ✦ 3.95M +86.6% $246.65M 0.0% ▲ Add 2 SEC ↗ ×8
17 Legal & General Group Plc 3.90M — $243.54M 0.1% n/c 1 SEC ↗ ×3
18 Connor, Clark & Lunn Investment… 2.75M — $171.55M 0.5% n/c 1 SEC ↗
19 JPMorgan Chase ✦ 2.59M -52.6% $161.56M 0.0% ▼ Trim 2 SEC ↗ ×11
20 Wellington Management ✦ 2.25M +123.4% $140.34M 0.0% ▲ Add 7 SEC ↗ ×7
21 TD Waterhouse Canada Inc. 2.19M — $136.44M 0.8% n/c 1 SEC ↗
22 Charles Schwab Investment… 1.70M — $105.95M 0.0% n/c 1 SEC ↗
23 Dimensional Fund Advisors Lp 1.64M — $102.25M 0.0% n/c 1 SEC ↗ ×5
24 Bank Of America Corp /De/ 1.60M — $100.10M 0.0% n/c 1 SEC ↗ ×8
25 Goldman Sachs Group ✦ 1.57M -33.0% $98.26M 0.0% ▼ Trim 2 SEC ↗ ×4
26 Swiss National Bank 1.49M — $92.93M 0.1% n/c 1 SEC ↗
27 Invesco Ltd. 1.38M — $86.32M 0.0% n/c 1 SEC ↗ ×13
28 CIBC Asset Management Inc 1.35M — $84.04M 0.2% n/c 1 SEC ↗
29 Amundi 1.23M — $76.89M 0.0% n/c 1 SEC ↗ ×3
30 Deutsche Bank Ag\ 1.13M — $70.75M 0.0% n/c 1 SEC ↗ ×6
31 Two Sigma Investments ✦ 1.06M +822.3% $66.12M 0.1% ▲ Add 7 SEC ↗
32 BlackRock ✦ (passive) 854.46K -4.7% $53.32M 0.0% ▼ Trim 3 SEC ↗ ×2
33 AQR Capital Management ✦ 797.85K +5525.4% $49.81M 0.0% ▲ Add 5 SEC ↗ ×3
34 First Trust Advisors Lp 670.37K — $41.83M 0.0% n/c 1 SEC ↗
35 Russell Investments Group, Ltd. 599.29K — $37.48M 0.0% n/c 1 SEC ↗ ×11
36 UBS Group AG 597.44K — $37.28M 0.0% n/c 1 SEC ↗ ×6
37 Bank of New York Mellon Corp 590.01K — $36.82M 0.0% n/c 1 SEC ↗ ×8
38 Aviva Plc 569.41K — $35.57M 0.1% n/c 1 SEC ↗
39 Northern Trust Corp 534.11K — $33.33M 0.0% n/c 1 SEC ↗ ×3
40 Grantham, Mayo, Van Otterloo & Co.… 529.52K — $33.08M 0.1% n/c 1 SEC ↗
41 Korea Investment CORP 495.17K — $30.95M 0.1% n/c 1 SEC ↗
42 D. E. Shaw & Co. ✦ 442.46K +138.1% $27.62M 0.0% ▲ Add 3 SEC ↗ ×2
43 BNP Paribas Asset Management… 308.20K — $26.41M 0.0% n/c 1 SEC ↗ ×3
44 Neuberger Berman Group LLC 405.55K — $25.33M 0.0% n/c 1 SEC ↗ ×2
45 Nuveen, LLC 392.09K — $24.51M 0.0% n/c 1 SEC ↗
46 Caisse De Depot Et Placement Du… 367.00K — $22.94M 0.0% n/c 1 SEC ↗
47 Millennium Management ✦ 355.29K +673.0% $22.18M 0.0% ▲ Add 7 SEC ↗
48 Barclays Plc 331.33K — $20.67M 0.0% n/c 1 SEC ↗ ×2
49 Pictet Asset Management Holding SA 329.27K — $20.58M 0.0% n/c 1 SEC ↗
50 Allianz Asset Management GmbH 324.12K — $20.26M 0.0% n/c 1 SEC ↗ ×3
51 Jane Street Group, Llc 322.03K — $20.09M 0.0% n/c 1 SEC ↗ ×3
52 Man Group plc 316.54K — $19.78M 0.0% n/c 1 SEC ↗ ×2
53 Bridgewater Associates ✦ 306.56K -3.1% $19.16M 0.1% ▼ Trim 7 SEC ↗
54 American Century Companies Inc 297.37K — $18.56M 0.0% n/c 1 SEC ↗
55 Citigroup Inc 258.66K — $16.17M 0.0% n/c 1 SEC ↗ ×2
56 Franklin Resources Inc 229.87K — $14.35M 0.0% n/c 1 SEC ↗ ×6
57 State Of Wisconsin Investment Board 197.00K — $12.31M 0.0% n/c 1 SEC ↗
58 Royal London Asset Management Ltd 155.26K — $9.69M 0.0% n/c 1 SEC ↗
59 Zurcher Kantonalbank (Zurich… 145.73K — $9.11M 0.0% n/c 1 SEC ↗
60 Quantinno Capital Management LP 145.41K — $9.07M 0.0% n/c 1 SEC ↗
61 Citadel Advisors ✦ 117.58K New $7.34M 0.0% New 1 SEC ↗ ×2
62 Arrowstreet Capital ✦ 97.28K +593.6% $6.07M 0.0% ▲ Add 6 SEC ↗
63 Creative Planning 83.63K — $5.22M 0.0% n/c 1 SEC ↗ ×2
64 Raymond James Financial Inc 81.55K — $5.09M 0.0% n/c 1 SEC ↗ ×2
65 Cetera Investment Advisers 81.16K — $5.06M 0.0% n/c 1 SEC ↗
66 LPL Financial LLC 71.11K — $4.44M 0.0% n/c 1 SEC ↗
67 Healthcare Of Ontario Pension Plan… 70.00K — $4.37M 0.0% n/c 1 SEC ↗
68 Janus Henderson Group Plc 62.91K — $3.93M 0.0% n/c 1 SEC ↗ ×2
69 Alliancebernstein L.P. 54.95K — $3.43M 0.0% n/c 1 SEC ↗
70 Stifel Financial Corp 53.47K — $3.34M 0.0% n/c 1 SEC ↗ ×3
71 Commonwealth Equity Services, Llc 52.94K — $3.30M 0.0% n/c 1 SEC ↗
72 Qube Research & Technologies Ltd 44.63K — $2.79M 0.0% n/c 1 SEC ↗
73 Mariner, LLC 44.59K — $2.78M 0.0% n/c 1 SEC ↗ ×2
74 Wells Fargo & Company/Mn 42.44K — $2.65M 0.0% n/c 1 SEC ↗ ×3
75 Corient Private Wealth LP 41.45K — $2.59M 0.0% n/c 1 SEC ↗ ×3
76 Ensign Peak Advisors, Inc 26.70K — $1.67M 0.0% n/c 1 SEC ↗
77 Cerity Partners LLC 26.29K — $1.64M 0.0% n/c 1 SEC ↗ ×3
78 Northwestern Mutual Wealth… 25.13K — $1.57M 0.0% n/c 1 SEC ↗
79 Osaic Holdings, Inc. 24.45K — $1.53M 0.0% n/c 1 SEC ↗ ×3
80 Assenagon Asset Management S.A. 24.37K — $1.52M 0.0% n/c 1 SEC ↗
81 HighTower Advisors, LLC 23.87K — $1.49M 0.0% n/c 1 SEC ↗
82 Principal Financial Group Inc 22.03K — $1.38M 0.0% n/c 1 SEC ↗
83 Pnc Financial Services Group, Inc. 21.58K — $1.35M 0.0% n/c 1 SEC ↗ ×6
84 Envestnet Asset Management Inc 19.93K — $1.24M 0.0% n/c 1 SEC ↗
85 Captrust Financial Advisors 19.81K — $1.24M 0.0% n/c 1 SEC ↗
86 Ameriprise Financial Inc 14.70K — $1.19M 0.0% n/c 1 SEC ↗ ×3
87 Credit Agricole S A 13.94K — $869,731 0.0% n/c 1 SEC ↗ ×2
88 Us Bancorp \De\ 13.64K — $851,323 0.0% n/c 1 SEC ↗ ×3
89 DZ BANK AG Deutsche Zentral… 13.60K — $848,765 0.0% n/c 1 SEC ↗
90 Truist Financial Corp 13.35K — $832,700 0.0% n/c 1 SEC ↗ ×3
91 Wealth Enhancement Advisory… 12.92K — $824,207 0.0% n/c 1 SEC ↗
92 Jones Financial Companies Lllp 13.19K — $823,332 0.0% n/c 1 SEC ↗
93 State Street Global Advisors ✦ (passive) 11.65K -70.2% $727,272 0.0% ▼ Trim 5 SEC ↗
94 Capital World Investors ✦ 11.60K -66.4% $724,118 0.0% ▼ Trim 7 SEC ↗
95 Bnp Paribas Financial Markets 11.04K — $688,709 0.0% n/c 1 SEC ↗
96 Brown Advisory Inc 10.57K — $659,443 0.0% n/c 1 SEC ↗
97 Blair William & Co/Il 10.26K — $640,421 0.0% n/c 1 SEC ↗
98 Mercer Global Advisors Inc /Adv 10.16K — $633,813 0.0% n/c 1 SEC ↗
99 Fifth Third Bancorp 9.15K — $570,710 0.0% n/c 1 SEC ↗
100 Lazard Asset Management Llc 8.56K — $534,173 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $398.04M 0.0%
Citadel Advisors $7.34M 0.0%

Exited

Renaissance Technologies $3.22M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 445 holders, 245.79M shares, $14.98B 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: Q4 2025 · Methodology · Get this via the API