Security record · archived quarter
SLF
Sun Life Financial Inc. · Financial Services · Insurance - Diversified
116Tracked holders
-1Δ holders
197.35MShares held
$12.36BReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow 0.0% ·
net new positions -1.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 120 | +5 | 199.66M | $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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ ×12 |
| 2 | Vanguard Capital Management Llc | 15.97M | — | $1.00B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Td Asset Management Inc | 14.02M | -8.6% | $875.72M | 0.7% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ ×7 |
| 5 | Cibc World Market Inc. | 9.32M | +39.1% | $583.49M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 6 | 1832 Asset Management L.P. | 9.06M | -11.2% | $567.04M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 7 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Manufacturers Life Insurance… | 6.95M | -9.2% | $434.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of Nova Scotia | 6.87M | +14.7% | $430.24M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | National Bank Of Canada /Fi/ | 6.68M | +5.7% | $417.15M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Mackenzie Financial Corp | 6.10M | -1.7% | $382.26M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 5.79M | +4.6% | $375.03M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 5.85M | +8.8% | $366.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 14 | TD Waterhouse Canada Inc. | 5.53M | +152.7% | $345.86M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Canada Pension Plan Investment Board | 3.99M | -19.9% | $250.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Legal & General Group Plc | 3.83M | -1.7% | $239.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 18 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 19 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 20 | Goldman Sachs Group ✦ | 2.12M | +34.6% | $132.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Swiss National Bank | 1.86M | +25.5% | $116.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Charles Schwab Investment… | 1.75M | +3.1% | $109.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 24 | Healthcare Of Ontario Pension Plan… | 1.60M | +2187.4% | $100.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Connor, Clark & Lunn Investment… | 1.49M | -45.9% | $93.04M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | CIBC Asset Management Inc | 1.36M | +1.0% | $84.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 28 | Amundi | 1.18M | -4.5% | $73.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Bank Of America Corp /De/ | 1.13M | -29.5% | $70.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 30 | Deutsche Bank Ag\ | 1.01M | -11.3% | $62.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 31 | BNP Paribas Asset Management… | 1.00M | +224.9% | $62.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Caisse De Depot Et Placement Du… | 957.03K | +160.8% | $59.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 914.08K | +7.0% | $57.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 34 | UBS Group AG | 705.81K | +18.1% | $44.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Grantham, Mayo, Van Otterloo & Co.… | 637.63K | +20.4% | $39.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 624.70K | +5.9% | $39.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 37 | Aviva Plc | 585.30K | +2.8% | $36.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | First Trust Advisors Lp | 580.31K | -13.4% | $36.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 555.01K | -47.6% | $34.72M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 40 | Northern Trust Corp | 541.41K | +1.4% | $33.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Russell Investments Group, Ltd. | 540.79K | -9.8% | $33.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 42 | AQR Capital Management ✦ | 523.73K | -34.4% | $32.44M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 43 | Korea Investment CORP | 428.33K | -13.5% | $26.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pictet Asset Management Holding SA | 420.14K | +27.6% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | American Century Companies Inc | 388.49K | +30.6% | $24.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Nuveen, LLC | 389.01K | -0.8% | $24.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | D. E. Shaw & Co. ✦ | 334.74K | -24.4% | $20.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 48 | Franklin Resources Inc | 280.09K | +21.9% | $17.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 49 | Neuberger Berman Group LLC | 265.06K | -34.6% | $16.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Man Group plc | 253.45K | -19.9% | $15.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Bridgewater Associates ✦ | 250.63K | -18.2% | $15.65M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 189.76K | +30.5% | $11.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 174.70K | -11.3% | $10.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Allianz Asset Management GmbH | 162.48K | -49.9% | $10.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 55 | Royal London Asset Management Ltd | 155.26K | 0.0% | $9.71M | 0.0% | Held | 2 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 150.63K | +3.4% | $9.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Balyasny Asset Management L.P. | 146.17K | +2473.9% | $9.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Citigroup Inc | 145.89K | -43.6% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Citadel Advisors ✦ | 133.63K | +13.7% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Arrowstreet Capital ✦ | 113.65K | +16.8% | $7.11M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Barclays Plc | 112.41K | -66.1% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Creative Planning | 105.61K | +26.3% | $6.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Janus Henderson Group Plc | 83.90K | +33.4% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 64 | Cetera Investment Advisers | 79.58K | -1.9% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Captrust Financial Advisors | 75.62K | +281.6% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | LPL Financial LLC | 71.51K | +0.6% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Raymond James Financial Inc | 70.71K | -13.3% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Pnc Financial Services Group, Inc. | 56.01K | +159.6% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 69 | Alliancebernstein L.P. | 54.18K | -1.4% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Stifel Financial Corp | 53.86K | +0.7% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Commonwealth Equity Services, Llc | 53.23K | +0.5% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Jane Street Group, Llc | 48.96K | -84.8% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 47.12K | +5.7% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | Wells Fargo & Company/Mn | 43.19K | +1.8% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 75 | Cerity Partners LLC | 34.86K | +32.6% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 76 | Ameriprise Financial Inc | 23.69K | +61.2% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 77 | Lazard Asset Management Llc | 27.80K | +224.9% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 24.93K | -0.8% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Assenagon Asset Management S.A. | 24.77K | +1.6% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 23.72K | -0.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 21.94K | -10.3% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 82 | Ensign Peak Advisors, Inc | 21.80K | -18.4% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | DZ BANK AG Deutsche Zentral… | 20.25K | +48.9% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Envestnet Asset Management Inc | 18.28K | -8.3% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Mercer Global Advisors Inc /Adv | 17.40K | +71.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Corient Private Wealth LP | 16.36K | -60.5% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Jones Financial Companies Lllp | 16.52K | +25.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Us Bancorp \De\ | 14.19K | +4.0% | $887,851 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Credit Agricole S A | 14.08K | +1.0% | $880,845 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 90 | Truist Financial Corp | 13.69K | +2.6% | $856,527 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 91 | Brown Advisory Inc | 12.62K | +19.4% | $789,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Focus Partners Wealth | 11.66K | +48.1% | $746,181 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Capital World Investors ✦ | 11.60K | 0.0% | $726,720 | 0.0% | Held | 8 | SEC ↗ |
| 94 | State Street Global Advisors ✦ (passive) | 11.59K | -0.5% | $725,196 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 95 | Wealth Enhancement Advisory… | 21.97K | +70.1% | $710,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Bnp Paribas Financial Markets | 11.18K | +1.3% | $699,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Gotham Asset Management ✦ | 10.59K | +78.1% | $662,260 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Fifth Third Bancorp | 9.10K | -0.6% | $568,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Tidal Investments LLC | 8.56K | +45.7% | $535,326 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Blair William & Co/Il | 8.14K | -20.7% | $509,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $398.04M | was 0.0% |
| Qube Research & Technologies… | $2.79M | was 0.0% |
| Principal Financial Group Inc | $1.38M | 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: Q1 2026 ·
Methodology ·
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