Sun Life Financial (SLF) Institutional Ownership

$51.70
+0.20 (+0.39%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Sun Life Financial (NYSE:SLF)

Current
Institutional Ownership
Percentage
52.26%
Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$4.06B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$913.09M
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SLF Institutional Buying and Selling by Quarter

Sun Life Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Advisory Resource Group17,179$938K0.2%+24.6%0.003%
5/16/2024 Janus Henderson Group PLC75,298$4.12M0.0%-4.4%0.013%
5/15/2024 Price T Rowe Associates Inc. MD105,050$5.73M0.0%+3.4%0.018%
5/15/2024 Bank of Nova Scotia Trust Co.282,316$15.41M1.7%+7.6%0.049%
5/15/2024 1832 Asset Management L.P.9,717,197$530.37M0.3%-0.1%1.672%
5/15/2024 Quadrature Capital Ltd88,200$4.80M0.1%N/A0.015%
5/15/2024 Guardian Capital Advisors LP176,105$8.96M1.0%-1.7%0.030%
5/14/2024 Canada Pension Plan Investment Board1,674,130$91.44M0.1%-8.4%0.288%
5/14/2024 Guardian Capital LP388,614$21.23M0.7%-0.9%0.067%
5/14/2024 Toronto Dominion Bank6,642,564$362.55M0.6%+42.8%1.143%
5/14/2024 Advisors Asset Management Inc.3,267$178K0.0%-20.2%0.001%
5/14/2024 LGT Group Foundation276,886$15.12M0.4%-15.3%0.048%
5/14/2024 Shell Asset Management Co.18,972$1.04M0.0%-42.6%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co630,708$34.47M0.1%+3.8%0.109%
5/14/2024 National Bank of Canada FI5,232,448$261.99M0.4%-13.8%0.900%
5/13/2024 Bessemer Group Inc.20,478$1.12M0.0%+845.9%0.004%
5/13/2024 UniSuper Management Pty Ltd8,200$448K0.0%+95.2%0.001%
5/13/2024 Clearbridge Investments LLC289,583$15.81M0.0%-1.1%0.050%
5/13/2024 O Shaughnessy Asset Management LLC111,804$6.10M0.1%-9.8%0.019%
5/11/2024 Hillsdale Investment Management Inc.201,664$11.01M0.9%-50.7%0.035%
5/10/2024 Ontario Teachers Pension Plan Board24,813$1.36M0.0%-25.8%0.004%
5/10/2024 Acadian Asset Management LLC268,300$14.65M0.1%+283.3%0.046%
5/10/2024 Vanguard Group Inc.23,241,910$1.27B0.0%+1.6%3.990%
5/10/2024 Intech Investment Management LLC35,902$1.96M0.0%N/A0.006%
5/10/2024 Motco97,897$5.34M0.3%-2.6%0.017%
5/10/2024 Twin Tree Management LP274,119$14.96M0.0%+249.8%0.047%
5/9/2024 Blair William & Co. IL12,568$686K0.0%+3.0%0.002%
5/9/2024 TD Asset Management Inc16,107,748$879.75M0.8%+2.8%2.765%
5/8/2024 Cozad Asset Management Inc.5,697$311K0.0%-3.8%0.001%
5/8/2024 Avantax Advisory Services Inc.11,825$645K0.0%-9.7%0.002%
5/8/2024 Russell Investments Group Ltd.660,009$36.04M0.1%+3.4%0.113%
5/7/2024Susquehanna Fundamental Investments LLC144,100$7.87M0.4%N/A0.025%
5/7/2024 Swiss National Bank1,764,800$96.26M0.1%-7.5%0.303%
5/7/2024 Forsta AP Fonden301,700$16.48M0.1%+6.5%0.052%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,776$315K0.0%N/A0.001%
5/7/2024 Hilltop National Bank20,239$1.11M0.4%N/A0.003%
5/7/2024 JCIC Asset Management Inc.13,491$736K0.3%-4.4%0.002%
5/7/2024 Sciencast Management LP10,907$595K0.4%N/A0.002%
5/6/2024 Duality Advisers LP4,083$223K0.0%-92.7%0.001%
5/4/2024 Csenge Advisory Group4,247$232K0.0%N/A0.001%
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5/3/2024 Signaturefd LLC22,939$1.25M0.0%+2.6%0.004%
5/3/2024 TFB Advisors LLC7,506$386K0.1%N/A0.001%
5/3/2024 Lorne Steinberg Wealth Management Inc.114,852$6.27M2.0%+7.5%0.020%
5/2/2024Value Partners Investments Inc.1,386,932$75.70M2.4%-1.7%0.238%
5/2/2024 Tobam1,311$72K0.0%-34.8%0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.3,848$210K0.1%N/A0.001%
5/2/2024 PDS Planning Inc5,245$286K0.0%+6.2%0.001%
5/1/2024 Janney Montgomery Scott LLC6,556$358K0.0%-13.9%0.001%
5/1/2024 Rempart Asset Management Inc.8,531$466K0.1%-20.3%0.001%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co40,190$2.19M0.4%+0.9%0.007%
5/1/2024 Wambolt & Associates LLC7,725$417K0.1%-56.3%0.001%
5/1/2024 Sequoia Financial Advisors LLC10,302$562K0.0%+2.2%0.002%
5/1/2024 Diversify Advisory Services LLC5,744$310K0.0%N/A0.001%
4/30/2024 Van ECK Associates Corp80,897$4.42M0.0%+17.3%0.014%
4/30/2024Concord Wealth Partners2,000$109K0.0%N/A0.000%
4/30/2024 Claret Asset Management Corp8,334$455K0.1%+3.4%0.001%
4/29/2024Commonwealth Equity Services LLC60,668$3.31M0.0%-0.8%0.010%
4/29/2024 Principal Financial Group Inc.19,333$1.06M0.0%+25.3%0.003%
4/29/2024 Benjamin F. Edwards & Company Inc.2,619$143K0.0%+37.1%0.000%
4/29/2024 Meritage Portfolio Management61,926$3.38M0.2%N/A0.011%
4/29/2024 Mn Services Vermogensbeheer B.V.236,245$12.90M0.1%-14.8%0.041%
4/27/2024 K.J. Harrison & Partners Inc43,104$2.35M0.4%N/A0.007%
4/26/2024 Triasima Portfolio Management inc.608,760$33.22M2.8%-10.2%0.105%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 421,006$22.99M0.1%-0.5%0.072%
4/24/2024 Assenagon Asset Management S.A.60,128$3.28M0.0%+3.2%0.010%
4/23/2024 Global Retirement Partners LLC3,921$214K0.0%+908.0%0.001%
4/23/2024 Fifth Third Bancorp11,074$604K0.0%-10.3%0.002%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,100$57K0.0%-15.4%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.22,360$1.22M0.0%-4.4%0.004%
4/22/2024 PFG Investments LLC5,403$295K0.0%N/A0.001%
4/22/2024 QV Investors Inc.1,083,071$59.15M5.1%+1.0%0.186%
4/20/2024 Maryland State Retirement & Pension System89,681$4.49M0.1%+15.6%0.015%
4/19/2024 First Trust Direct Indexing L.P.8,613$470K0.0%+11.4%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,501,888$82.00M0.1%+0.7%0.258%
4/18/2024 Dixon Mitchell Investment Counsel Inc.1,400$76K0.0%N/A0.000%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH29,680$1.62M0.1%-32.7%0.005%
4/17/2024 Symphony Financial Ltd. Co.70,449$3.85M0.9%-1.0%0.012%
4/16/2024 Addenda Capital Inc.151,077$8.25M0.4%+1.6%0.026%
4/15/2024 Stonebridge Capital Management Inc.5,000$273K0.1%-14.5%0.001%
4/11/2024 City Holding Co.3,200$175K0.0%-13.5%0.001%
4/11/2024 First Affirmative Financial Network5,996$327K0.2%+13.8%0.001%
4/10/2024 Park Avenue Securities LLC10,627$580K0.0%N/A0.002%
4/9/2024 Cardinal Capital Management Inc.771,631$42.14M1.9%-1.8%0.132%
4/2/2024 ST Germain D J Co. Inc.7,109$388K0.0%+23.7%0.001%
3/22/2024 PNC Financial Services Group Inc.17,610$913K0.0%+5.2%0.003%
3/11/2024 Vanguard Group Inc.22,882,882$1.19B0.0%+1.8%3.914%
3/5/2024 Stonebridge Capital Management Inc.5,845$303K0.1%-3.2%0.001%
3/5/2024 Wellington Management Group LLP117,615$6.13M0.0%+59.7%0.020%
3/1/2024 Goldman Sachs Group Inc.1,620,801$84.06M0.0%+20.5%0.277%
2/26/2024 Syon Capital LLC7,223$375K0.0%+48.5%0.001%
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2/26/2024Teachers Retirement System of The State of Kentucky216,560$11.23M0.1%-2.7%0.037%
2/23/2024 Cardinal Capital Management Inc.785,553$40.87M1.9%-0.4%0.134%
2/21/2024 V Square Quantitative Management LLC18,308$949K0.2%N/A0.003%
2/20/2024 Voisard Asset Management Group Inc.501$26K0.0%N/A0.000%
2/17/2024 FIL Ltd12,266,388$636.16M0.7%-13.0%2.098%
2/15/2024 Onex Canada Asset Management Inc.127,630$6.62M0.6%-46.6%0.022%
2/15/2024 Public Sector Pension Investment Board731,780$38.14M0.3%+372.8%0.125%
2/14/2024 Power Corp of Canada115,004$5.97M0.6%+1.1%0.020%
2/14/2024 Barometer Capital Management Inc.9,810$509K0.2%-93.5%0.002%
2/14/2024 Shell Asset Management Co.33,072$1.72M0.1%-53.1%0.006%
(Data available from 1/1/2016 forward)

SLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLF shares?

During the previous two years, 344 institutional investors and hedge funds held shares of Sun Life Financial. The most heavily invested institutionals were Quilter Plc ($9.47B), Canoe Financial LP ($2.37B), Vanguard Group Inc. ($1.27B), TD Asset Management Inc ($879.75M), Mackenzie Financial Corp ($730.93M), FIL Ltd ($636.16M), and TD Asset Management Inc. ($539.53M).Learn more on SLF's institutional investors.

What percentage of Sun Life Financial stock is owned by institutional investors?

52.26% of Sun Life Financial stock is owned by institutional investors. Learn more on SLF's institutional investor holdings.

Which institutional investors have been buying Sun Life Financial stock?

Of the 307 institutional investors that purchased Sun Life Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($45.67M), Norges Bank ($6.47M), National Bank of Canada FI ($5.63M), MUFG Securities EMEA plc ($5.35M), Toronto Dominion Bank ($4.99M), TD Asset Management Inc ($4.61M), and FIL Ltd ($3.63M).

How much institutional buying is happening at Sun Life Financial?

Institutional investors have bought a total of 104,354,196 shares in the last 24 months. This purchase volume represents approximately $5.24B in transactions.

Which Sun Life Financial major shareholders have been selling company stock?

Of the 175 institutional investors that sold Sun Life Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($14.97M), Mackenzie Financial Corp ($2.66M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($2.27M), National Bank of Canada FI ($2.17M), CIBC Asset Management Inc ($2.11M), Canada Pension Plan Investment Board ($2.03M), and FIL Ltd ($1.83M).

How much institutional selling is happening at Sun Life Financial?

Institutional investors have sold a total of 44,949,578 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


This page (NYSE:SLF) was last updated on 5/19/2024 by MarketBeat.com Staff

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