Security record
SLF
Sun Life Financial Inc. · Financial Services · Insurance - Diversified
120Tracked holders
+5Δ holders
199.66MShares 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 | 199.66M | $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 · 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 ↗ ×12 |
| 2 | Vanguard Capital Management Llc | 16.05M | +0.5% | $1.26B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of Montreal /Can/ | 12.23M | +17.8% | $959.46M | 0.4% | ▲ Add | 3 | SEC ↗ ×8 |
| 4 | Td Asset Management Inc | 10.10M | -28.0% | $792.81M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mackenzie Financial Corp | 6.24M | +2.3% | $695.34M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 6 | Cibc World Market Inc. | 8.08M | -13.3% | $633.51M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | 1832 Asset Management L.P. | 7.97M | -12.1% | $624.63M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of Nova Scotia | 6.93M | +0.9% | $544.05M | 0.8% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 6.46M | +11.7% | $526.43M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (passive) | 6.37M | New | $499.65M | 0.1% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 6.00M | +2.7% | $471.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 12 | FIL Ltd | 5.92M | +178064.1% | $464.54M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | National Bank Of Canada /Fi/ | 5.85M | -12.4% | $457.77M | 0.4% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | TD Waterhouse Canada Inc. | 5.51M | -0.4% | $433.83M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | CIBC Asset Management Inc | 3.84M | +182.6% | $300.87M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 16 | Manufacturers Life Insurance… | 3.74M | -46.1% | $293.05M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | Canada Pension Plan Investment Board | 3.74M | -6.4% | $292.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Toronto Dominion Bank | 3.64M | -48.4% | $285.49M | 0.5% | ▼ Trim | 3 | SEC ↗ ×5 |
| 19 | Legal & General Group Plc | 3.57M | -6.7% | $280.31M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | JPMorgan Chase ✦ | 2.98M | +7.8% | $232.78M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 21 | Wellington Management ✦ | 2.81M | +29.5% | $220.57M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 22 | Morgan Stanley ✦ | 2.53M | -15.3% | $198.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 23 | Goldman Sachs Group ✦ | 2.40M | +13.3% | $188.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 24 | Charles Schwab Investment… | 1.85M | +6.0% | $145.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.83M | +7.4% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | Swiss National Bank | 1.79M | -4.0% | $140.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Caisse De Depot Et Placement Du… | 1.49M | +55.3% | $116.63M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 28 | Connor, Clark & Lunn Investment… | 1.32M | -11.4% | $103.20M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 29 | Amundi | 1.29M | +10.0% | $101.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | UBS Group AG | 1.11M | +57.4% | $87.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 31 | Deutsche Bank Ag\ | 1.07M | +6.7% | $84.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 32 | BlackRock ✦ (passive) | 1.04M | +13.8% | $81.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 33 | Bank Of America Corp /De/ | 889.89K | -21.3% | $69.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 34 | BNP Paribas Asset Management… | 830.74K | -17.0% | $65.10M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Grantham, Mayo, Van Otterloo & Co.… | 667.73K | +4.7% | $52.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 665.99K | +6.6% | $52.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 37 | Russell Investments Group, Ltd. | 593.81K | +9.8% | $46.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 38 | Northern Trust Corp | 533.15K | -1.5% | $41.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Aviva Plc | 532.14K | -9.1% | $41.71M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 40 | American Century Companies Inc | 460.35K | +18.5% | $36.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Korea Investment CORP | 452.71K | +5.7% | $35.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | First Trust Advisors Lp | 444.99K | -23.3% | $34.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pictet Asset Management Holding SA | 426.55K | +1.5% | $33.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 403.19K | +20.4% | $31.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 45 | Nuveen, LLC | 402.53K | +3.5% | $31.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Zurcher Kantonalbank (Zurich… | 388.70K | +158.1% | $30.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 374.13K | -28.6% | $29.31M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 48 | Two Sigma Investments ✦ | 372.41K | -32.9% | $29.20M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 49 | Millennium Management ✦ | 338.15K | +5446.1% | $26.51M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 50 | Invesco Ltd. | 292.17K | -75.4% | $22.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 51 | Franklin Resources Inc | 272.74K | -2.6% | $21.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 52 | Neuberger Berman Group LLC | 260.44K | -1.7% | $20.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Quantinno Capital Management LP | 249.50K | +31.5% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Healthcare Of Ontario Pension Plan… | 200.00K | -87.5% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | State Of Wisconsin Investment Board | 174.00K | -0.4% | $13.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Royal London Asset Management Ltd | 152.04K | -2.1% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Creative Planning | 119.03K | +12.7% | $9.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Citadel Advisors ✦ | 116.63K | -12.7% | $9.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Citigroup Inc | 104.11K | -28.6% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Lazard Asset Management Llc | 94.34K | +239.3% | $7.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Jane Street Group, Llc | 92.48K | +88.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Renaissance Technologies ✦ | 91.03K | New | $7.14M | 0.0% | New | 1 | SEC ↗ |
| 63 | Man Group plc | 88.78K | -65.0% | $6.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Cetera Investment Advisers | 80.56K | +1.2% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | LPL Financial LLC | 80.37K | +12.4% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Raymond James Financial Inc | 79.29K | +12.1% | $6.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | Captrust Financial Advisors | 75.12K | -0.7% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Barclays Plc | 72.48K | -35.5% | $5.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 69 | Commonwealth Equity Services, Llc | 55.52K | +4.3% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Stifel Financial Corp | 54.27K | +0.8% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Assenagon Asset Management S.A. | 51.22K | +106.8% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Alliancebernstein L.P. | 58.35K | +7.7% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mariner, LLC | 46.35K | -1.6% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Hrt Financial Lp | 39.79K | New | $3.12M | 0.0% | New | 1 | SEC ↗ |
| 75 | Cerity Partners LLC | 35.04K | +0.5% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 76 | Osaic Holdings, Inc. | 29.20K | +33.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 77 | Northwestern Mutual Wealth… | 24.12K | -3.3% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 24.12K | -44.1% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 79 | Pnc Financial Services Group, Inc. | 23.82K | -57.5% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 80 | HighTower Advisors, LLC | 22.90K | -3.5% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Mercer Global Advisors Inc /Adv | 22.84K | +31.2% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Susquehanna International Group, Llp | 21.86K | New | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 83 | Ensign Peak Advisors, Inc | 21.80K | 0.0% | $1.71M | 0.0% | Held | 3 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 16.59K | -29.9% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 85 | Capstone Investment Advisors, Llc | 20.73K | +184.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | State Street Global Advisors ✦ (passive) | 20.32K | +75.3% | $1.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 87 | DZ BANK AG Deutsche Zentral… | 20.25K | 0.0% | $1.59M | 0.0% | Held | 3 | SEC ↗ |
| 88 | Allianz Asset Management GmbH | 20.19K | -87.6% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Corient Private Wealth LP | 17.99K | +10.0% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 17.67K | +7.0% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Envestnet Asset Management Inc | 17.39K | -4.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Us Bancorp \De\ | 16.43K | +15.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | Qube Research & Technologies Ltd | 14.77K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 94 | Bnp Paribas Financial Markets | 12.96K | +15.9% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Credit Agricole S A | 12.82K | -8.9% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 96 | Capital World Investors ✦ | 11.60K | 0.0% | $910,742 | 0.0% | Held | 9 | SEC ↗ |
| 97 | Focus Partners Wealth | 11.15K | -4.4% | $874,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Brown Advisory Inc | 10.86K | -14.0% | $851,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Wealth Enhancement Advisory… | 21.33K | -2.9% | $837,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Squarepoint Ops LLC | 10.09K | New | $790,944 | 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
| Norges Bank | $499.65M | 0.1% |
| Renaissance Technologies | $7.14M | 0.0% |
| Hrt Financial Lp | $3.12M | 0.0% |
| Susquehanna International… | $1.71M | 0.0% |
| Qube Research & Technologies… | $1.16M | 0.0% |
| Squarepoint Ops LLC | $790,944 | 0.0% |
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): 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: Q2 2026 ·
Methodology ·
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