58/100B72.940
USD
-0.03
(-0.04%)
Market Closed
Last updated: · Delayed 15 min
Fair value55.17Plus+32%38Price 72.9484
Q4 FY2026 · Earnings report
EPS estimate 1.45Revenue estimate 1.04B
Q4 FY2026 · Earnings report
EPS estimate 1.45Revenue estimate 1.04B
Who owns Sun Life Financial?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 45.8% of Sun Life Financial's shares, through 515 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were Royal Bank Of Canada (7.5%), Vanguard Capital Management LLC (2.9%), Bank Of Montreal /can/ (2.2%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 45.8%
- Institutional holders
- 515
- The 10 largest hold
- 22.0%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 99.9%
- Holdings as of
- 30 Jun 2026
Who owns the shares
10 largest holders 22.0% Other institutions 23.8% Individuals and others 54.2%
Shares free to trade
Free float 554.71M shares ·99.9% Closely held 694.52K shares ·0.1%
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 41,552,120 | 7.50% | 3.26B USD | -95,548 |
| 2 | Vanguard Capital Management LLC | 16,048,272 | 2.90% | 1.26B USD | +73,621 |
| 3 | Bank Of Montreal /can/ | 12,232,736 | 2.21% | 959.46M USD | +1,848,886 |
| 4 | Td Asset Management Inc | 10,101,426 | 1.82% | 792.81M USD | -3,921,572 |
| 5 | Cibc World Market Inc. | 8,076,018 | 1.46% | 633.51M USD | -1,240,421 |
| 6 | 1832 Asset Management L.P. | 7,965,126 | 1.44% | 624.63M USD | -1,098,752 |
| 7 | Bank Of Nova Scotia | 6,930,024 | 1.25% | 544.05M USD | +60,744 |
| 8 | Geode Capital Management, LLC | 6,460,912 | 1.17% | 526.43M USD | +674,856 |
| 9 | Norges Bank | 6,370,400 | 1.15% | 499.65M USD | New position |
| 10 | Mackenzie Financial Corp | 6,244,664 | 1.13% | 695.34M USD | +142,127 |
| 11 | FMR LLC | 6,004,087 | 1.08% | 471.39M USD | +157,188 |
| 12 | Fil Ltd | 5,916,829 | 1.07% | 464.54M USD | +5,913,508 |
| 13 | National Bank Of Canada | 5,850,227 | 1.06% | 457.77M USD | -828,814 |
| 14 | Td Waterhouse Canada Inc. | 5,506,035 | 0.99% | 433.83M USD | -22,099 |
| 15 | Federation Des Caisses Desjardins Du Quebec | 5,324,854 | 0.96% | 415.57M USD | -157,299 |
| 16 | Vanguard Fiduciary Trust Co | 4,909,410 | 0.89% | 385.45M USD | -1,098 |
| 17 | Vanguard Global Advisers, LLC | 4,281,703 | 0.77% | 336.17M USD | +328,575 |
| 18 | Cibc Asset Management Inc | 3,839,581 | 0.69% | 300.87M USD | +2,480,709 |
| 19 | Manufacturers Life Insurance Company, The | 3,739,937 | 0.65% | 293.05M USD | -3,205,327 |
| 20 | Canada Pension Plan Investment Board | 3,735,388 | 0.67% | 292.98M USD | -256,542 |
| 21 | Toronto Dominion Bank | 3,639,967 | 0.66% | 285.49M USD | -3,410,410 |
| 22 | Legal & General Group PLC | 3,571,561 | 0.64% | 280.31M USD | -258,175 |
| 23 | Scotia Capital Inc. | 3,144,681 | 0.57% | 245.90M USD | -118,317 |
| 24 | Letko, Brosseau & Associates Inc | 3,144,427 | 0.57% | 246.79M USD | -119,981 |
| 25 | Fiera Capital Corp | 3,126,682 | 0.56% | 245.04M USD | +824,687 |
Famous investors who own Sun Life Financial
| Investor | Of their portfolio | Shares | Value | Last quarter |
|---|---|---|---|---|
| Norway's Sovereign Wealth FundQ2 2026 | 0.05% | 6,370,400 | 499.65M USD | -0.1%Reduced |
| Renaissance TechnologiesQ3 2026 | 0.02% | 173,800 | 13.55M USD | +90.9%Added |
| Ken GriffinCitadel · Q2 2026 | <0.01% | 116,630 | 9.15M USD | -0.8%Reduced |
| Ray DalioBridgewater Associates · Q2 2026 | — | — | — | Sold out |
From each fund's newest 13F filing with the SEC; a fund's quarter can be newer or older than another's.All famous investors' portfolios
All institutions last quarter
- Bought or added
- 339 · 80 new
- Sold or cut
- 167 · 35 sold out
- Net shares bought
- +4.87M · 381.57M USD
- Institutional ownership
- 43.4% → 45.8%
Biggest buyers last quarter
- Norges BankNew position
- Fil Ltd+5,913,508
- Cibc Asset Management Inc+2,480,709
- Sixth Street Partners Management Company, L.P.New position
- Bank Of Montreal /can/+1,848,886
Biggest sellers last quarter
- Td Asset Management Inc-3,921,572
- Toronto Dominion Bank-3,410,410
- Manufacturers Life Insurance Company, The-3,205,327
- Cibc World Market Inc.-1,240,421
- Beutel, Goodman & Co Ltd.-1,163,635
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about Sun Life Financial's shareholders
Source: Financial Modeling Prep