Security record
SLF
Sun Life Financial Inc. · Financial Services · Insurance - Diversified
120Tracked holders
+5Δ holders
199.81MShares held
$15.89BReported value
+10New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -1.9% ·
net new positions +5.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 41.55M | -0.2% | $3.26B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 16.05M | +0.5% | $1.26B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Td Asset Management Inc | 10.10M | -28.0% | $792.81M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mackenzie Financial Corp | 6.24M | +2.3% | $695.34M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 24 | Cibc World Market Inc. | 8.08M | -13.3% | $633.51M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | 1832 Asset Management L.P. | 7.97M | -12.1% | $624.63M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Nova Scotia | 6.93M | +0.9% | $544.05M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Nova Scotia | 6.93M | +0.9% | $544.05M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 6.46M | +11.7% | $526.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 6.46M | +11.7% | $526.43M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Norges Bank ✦ (passive) | 6.37M | New | $499.65M | 0.1% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.00M | +2.7% | $471.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 6.00M | +2.7% | $471.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 6.00M | +2.7% | $471.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 6.00M | +2.7% | $471.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | FIL Ltd | 5.92M | +178064.1% | $464.54M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 36 | FIL Ltd | 5.92M | +178064.1% | $464.54M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 37 | FIL Ltd | 5.92M | +178064.1% | $464.54M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 5.85M | -12.4% | $457.77M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 5.85M | -12.4% | $457.77M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 5.85M | -12.4% | $457.77M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 5.85M | -12.4% | $457.77M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 5.51M | -0.4% | $433.83M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | CIBC Asset Management Inc | 3.84M | +182.6% | $300.87M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 44 | Manufacturers Life Insurance… | 3.74M | -46.1% | $293.05M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Canada Pension Plan Investment Board | 3.74M | -6.4% | $292.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 47 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 48 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 49 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 50 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 51 | Legal & General Group Plc | 3.57M | -6.7% | $280.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | Legal & General Group Plc | 3.57M | -6.7% | $280.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | Legal & General Group Plc | 3.57M | -6.7% | $280.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 73 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 74 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 2.40M | +13.3% | $188.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 2.40M | +13.3% | $188.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 2.40M | +13.3% | $188.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Charles Schwab Investment… | 1.85M | +6.0% | $145.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Swiss National Bank | 1.79M | -4.0% | $140.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Caisse De Depot Et Placement Du… | 1.49M | +55.3% | $116.63M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 95 | Connor, Clark & Lunn Investment… | 1.32M | -11.4% | $103.20M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 96 | Amundi | 1.29M | +10.0% | $101.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Amundi | 1.29M | +10.0% | $101.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Amundi | 1.29M | +10.0% | $101.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS Group AG | 1.11M | +57.4% | $87.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS Group AG | 1.11M | +57.4% | $87.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $499.65M | 0.1% |
Exited
| Bridgewater Associates | $15.65M | was 0.1% |
| Balyasny Asset Management L.P. | $9.14M | was 0.0% |
| Arrowstreet Capital | $7.11M | was 0.0% |
| Optiver Holding B.V. | $2,002 | 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: Q2 2026 ·
Methodology ·
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