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 | 199.81M | $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 · 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 ↗ |
| 2 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 41.65M | -8.1% | $2.61B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 15.97M | — | $1.00B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Td Asset Management Inc | 14.02M | -8.6% | $875.72M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 15 | Td Asset Management Inc | 14.02M | -8.6% | $875.72M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 10.38M | +0.5% | $650.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Cibc World Market Inc. | 9.32M | +39.1% | $583.49M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 24 | 1832 Asset Management L.P. | 9.06M | -11.2% | $567.04M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 25 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 26 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 27 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 28 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 29 | Toronto Dominion Bank | 7.05M | +13.0% | $441.76M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 30 | Manufacturers Life Insurance… | 6.95M | -9.2% | $434.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of Nova Scotia | 6.87M | +14.7% | $430.24M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Nova Scotia | 6.87M | +14.7% | $430.24M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 6.68M | +5.7% | $417.15M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 6.68M | +5.7% | $417.15M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 6.68M | +5.7% | $417.15M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 6.68M | +5.7% | $417.15M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 37 | Mackenzie Financial Corp | 6.10M | -1.7% | $382.26M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 5.79M | +4.6% | $375.03M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 5.79M | +4.6% | $375.03M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 5.85M | +8.8% | $366.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 5.85M | +8.8% | $366.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 5.85M | +8.8% | $366.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 5.85M | +8.8% | $366.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 5.53M | +152.7% | $345.86M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Canada Pension Plan Investment Board | 3.99M | -19.9% | $250.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 46 | Legal & General Group Plc | 3.83M | -1.7% | $239.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Legal & General Group Plc | 3.83M | -1.7% | $239.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Legal & General Group Plc | 3.83M | -1.7% | $239.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 2.99M | -24.4% | $186.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 2.77M | +6.8% | $171.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 72 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 73 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 74 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 75 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 76 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 77 | Wellington Management ✦ | 2.17M | -3.3% | $135.54M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 2.12M | +34.6% | $132.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 2.12M | +34.6% | $132.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 2.12M | +34.6% | $132.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Swiss National Bank | 1.86M | +25.5% | $116.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Charles Schwab Investment… | 1.75M | +3.1% | $109.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Dimensional Fund Advisors Lp | 1.70M | +3.9% | $106.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Healthcare Of Ontario Pension Plan… | 1.60M | +2187.4% | $100.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 89 | Connor, Clark & Lunn Investment… | 1.49M | -45.9% | $93.04M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 90 | CIBC Asset Management Inc | 1.36M | +1.0% | $84.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 91 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Invesco Ltd. | 1.19M | -14.1% | $74.35M | 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): 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: Q1 2026 ·
Methodology ·
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