DaveManuel.com · Institutional Ownership · Who Owns It
Sun Life Financial, Inc. (SLF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
501
Reporting holders
$20.7B
Reported value
1.2%
Calls
2.3%
Puts
+46
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $3.4B incl. $180.8M options CALL+PUT | 41,552,120 | 0.51% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 16,048,272 | 0.03% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $975.7M incl. $16.2M options CALL+PUT | 12,232,736 | 0.32% | 31q | +17.8%+$147.5M |
| TD Asset Management Inc | $792.8M | 10,101,426 | 0.69% | 31q | -28.0%-$307.8M |
| MACKENZIE FINANCIAL CORP | $695.3M | 6,244,664 | 0.70% | 31q | +2.3%+$15.8M |
| CIBC WORLD MARKET INC. | $675.0M incl. $41.5M options CALL | 8,076,018 | 1.08% | 31q | -13.3%-$103.7M |
| 1832 Asset Management L.P. | $624.6M | 7,965,126 | 0.31% | 31q | -12.1%-$86.2M |
| BANK OF NOVA SCOTIA | $544.1M | 6,930,024 | 0.82% | 31q | +0.9%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $526.4M | 6,460,912 | 0.03% | 31q | +11.7%+$55.0M |
| NATIONAL BANK OF CANADA /FI/ | $502.2M incl. $44.4M options CALL+PUT | 5,850,227 | 0.36% | 19q | -12.4%-$71.1M |
| NORGES BANK | $499.7M | 6,370,400 | 0.05% | 32q | HELD |
| FMR LLC | $471.4M | 6,004,087 | 0.02% | 31q | +2.7%+$12.3M |
| FIL Ltd | $464.5M | 5,916,829 | 0.33% | 31q | +178064.1%+$464.3M |
| TD Waterhouse Canada Inc. | $433.8M | 5,506,035 | 1.14% | 19q | HELD |
| Federation des caisses Desjardins du Quebec | $415.6M | 5,324,854 | 1.27% | 38q | -2.9%-$12.3M |
| VANGUARD FIDUCIARY TRUST CO | $385.4M | 4,909,410 | 0.08% | 2q | HELD |
| TORONTO DOMINION BANK | $378.9M incl. $93.4M options CALL+PUT | 3,639,967 | 0.44% | 31q | -48.4%-$355.0M |
| Vanguard Global Advisers, LLC | $336.2M | 4,281,703 | 0.16% | 2q | +8.3%+$25.8M |
| CIBC Asset Management Inc | $300.9M | 3,839,581 | 0.66% | 31q | +182.6%+$194.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $293.1M | 3,739,937 | 0.23% | 31q | -46.2%-$251.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $293.0M | 3,735,388 | 0.16% | 31q | -6.4%-$20.1M |
| Legal & General Group Plc | $280.3M | 3,571,561 | 0.06% | 31q | -6.7%-$20.3M |
| LETKO, BROSSEAU & ASSOCIATES INC | $246.8M | 3,144,427 | 3.65% | 31q | -3.7%-$9.4M |
| SCOTIA CAPITAL INC. | $245.9M | 3,144,681 | 0.92% | 31q | -3.6%-$9.3M |
| Fiera Capital Corp | $245.0M | 3,126,682 | 0.89% | 31q | +35.8%+$64.6M |
| JPMORGAN CHASE & CO | $232.8M | 2,980,877 | 0.01% | 31q | +7.8%+$16.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $220.6M | 2,810,328 | 0.04% | 12q | +29.5%+$50.2M |
| MORGAN STANLEY | $198.4M | 2,529,769 | 0.01% | 35q | -15.3%-$35.8M |
| GOLDMAN SACHS GROUP INC | $188.3M | 2,401,503 | 0.02% | 31q | +13.3%+$22.2M |
| PICTON MAHONEY ASSET MANAGEMENT | $161.4M | 2,061,273 | 1.19% | 2q | +49.9%+$53.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $145.3M | 1,851,199 | 0.02% | 9q | +6.0%+$8.2M |
| DIMENSIONAL FUND ADVISORS LP | $143.4M | 1,828,134 | 0.03% | 31q | +7.4%+$9.9M |
| Swiss National Bank | $140.1M | 1,790,200 | 0.07% | 31q | -4.0%-$5.8M |
| Beutel, Goodman & Co Ltd. | $136.8M | 1,743,457 | 1.01% | 31q | -40.0%-$91.3M |
| SIG North Trading, ULC | $136.3M CALL+PUT | options only | 2.51% | 18q | OPTIONS |
| D. E. Shaw & Co., Inc. | $133.6M incl. $102.0M options PUT | 403,192 | 0.06% | 5q | +20.5%+$22.7M |
| Caisse de depot et placement du Quebec | $116.6M | 1,486,005 | 0.17% | 21q | +55.3%+$41.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $103.2M | 1,315,807 | 0.20% | 31q | -11.4%-$13.3M |
| Amundi | $101.5M | 1,293,691 | 0.02% | 21q | +10.0%+$9.2M |
| Alberta Investment Management Corp | $99.9M | 1,274,072 | 0.56% | 31q | +29.8%+$23.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $97.1M | 1,236,677 | 0.07% | 2q | +10.9%+$9.5M |
| Cardinal Capital Management, Inc. | $91.6M | 1,168,774 | 2.22% | 24q | -47.6%-$83.3M |
| UBS Group AG | $87.1M | 1,110,583 | 0.01% | 31q | +57.3%+$31.7M |
| AGF MANAGEMENT LTD | $84.8M | 815,674 | 0.33% | 15q | +14.4%+$10.7M |
| DEUTSCHE BANK AG\ | $84.2M | 1,073,257 | 0.02% | 34q | +6.7%+$5.3M |
| BlackRock, Inc. | $81.6M | 1,040,385 | 0.00% | 8q | +13.8%+$9.9M |
| Polar Asset Management Partners Inc. | $78.5M | 1,001,122 | 1.29% | new | NEW |
| Value Partners Investments Inc. | $72.2M | 921,226 | 5.04% | 26q | -18.2%-$16.1M |
| Public Sector Pension Investment Board | $71.7M | 913,881 | 0.19% | 31q | +75.5%+$30.8M |
| BANK OF AMERICA CORP /DE/ | $69.8M | 889,886 | 0.00% | 31q | -21.3%-$18.8M |
| BCV Asset Management Inc. | $67.8M | 866,769 | 2.05% | 3q | -1.5%-$1.0M |
| DekaBank Deutsche Girozentrale | $65.4M | 1,049,330 | 0.11% | 31q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $65.1M | 830,737 | 0.07% | 3q | -17.0%-$13.4M |
| MUFG SECURITIES (CANADA), LTD. | $61.4M | 783,684 | 1.66% | 10q | -4.6%-$3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $55.9M | 712,381 | 0.35% | 31q | HELD |
| INTACT INVESTMENT MANAGEMENT INC. | $54.9M | 699,721 | 1.56% | 31q | +71.6%+$22.9M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $52.4M | 667,734 | 0.12% | 13q | +4.7%+$2.4M |
| Bank of New York Mellon Corp | $52.2M | 665,994 | 0.01% | 31q | +6.6%+$3.2M |
| MILLENNIUM MANAGEMENT LLC | $51.6M incl. $25.1M options PUT | 338,146 | 0.02% | 22q | +5446.1%+$50.6M |
| TODD ASSET MANAGEMENT LLC | $51.5M | 656,501 | 0.91% | 31q | -0.8%-$435.8K |
| VAN ECK ASSOCIATES CORP | $51.3M | 654,212 | 0.03% | 31q | -11.6%-$6.8M |
| MUFG Securities EMEA plc | $47.0M | 600,000 | 0.49% | new | NEW |
| Russell Investments Group, Ltd. | $46.5M | 593,808 | 0.04% | 31q | +9.8%+$4.2M |
| ACADIAN ASSET MANAGEMENT LLC | $44.7M | 569,872 | 0.05% | 16q | +6303.1%+$44.0M |
| Quadrature Capital Ltd | $44.6M | 568,300 | 0.38% | 5q | +202.0%+$29.8M |
| NORTHERN TRUST CORP | $41.8M | 533,151 | 0.00% | 31q | -1.5%-$648.0K |
| AVIVA PLC | $41.7M | 532,137 | 0.06% | 31q | -9.1%-$4.2M |
| GUARDIAN CAPITAL LP | $40.9M | 521,234 | 0.99% | 31q | +10.9%+$4.0M |
| Periscope Capital Inc. | $39.2M CALL | options only | 3.44% | 5q | OPTIONS |
| QV Investors Inc. | $38.2M | 487,300 | 2.94% | 26q | -5.7%-$2.3M |
| AMERICAN CENTURY COMPANIES INC | $36.1M | 460,354 | 0.02% | 27q | +18.5%+$5.6M |
| Korea Investment CORP | $35.5M | 452,708 | 0.07% | 31q | +5.7%+$1.9M |
| FIRST TRUST ADVISORS LP | $34.9M | 444,993 | 0.02% | 27q | -23.3%-$10.6M |
| Pictet Asset Management Holding SA | $33.5M | 426,545 | 0.03% | 12q | +1.5%+$502.4K |
| Purpose Unlimited Inc. | $32.9M | 418,903 | 1.26% | 3q | +9.2%+$2.8M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $31.7M | 403,750 | 0.22% | 30q | HELD |
| Nuveen, LLC | $31.6M | 402,534 | 0.01% | 6q | +3.5%+$1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $30.5M | 388,702 | 0.06% | 31q | +158.0%+$18.7M |
| AQR CAPITAL MANAGEMENT LLC | $29.3M | 374,133 | 0.01% | 7q | -28.6%-$11.7M |
| TWO SIGMA INVESTMENTS, LP | $29.2M | 372,413 | 0.02% | 10q | -32.9%-$14.3M |
| Northwest & Ethical Investments L.P. | $28.1M | 358,349 | 0.65% | 55q | -4.3%-$1.3M |
| BANK OF NOVA SCOTIA TRUST CO | $26.6M | 339,460 | 2.21% | 31q | -4.0%-$1.1M |
| APG Asset Management N.V. | $26.6M | 387,125 | 0.07% | 7q | +29.4%+$6.0M |
| State of Tennessee, Department of Treasury | $24.9M | 317,342 | 0.07% | 13q | -0.8%-$191.2K |
| CANADA LIFE ASSURANCE Co | $24.5M | 313,515 | 0.04% | 31q | -43.4%-$18.7M |
| Invesco Ltd. | $22.9M | 292,168 | 0.00% | 31q | -75.4%-$70.3M |
| Vanguard Investments Australia, Ltd. | $22.3M | 283,986 | 0.06% | 2q | +3.6%+$764.7K |
| FRANKLIN RESOURCES INC | $21.4M | 272,744 | 0.00% | 31q | -2.6%-$576.2K |
| NEUBERGER BERMAN GROUP LLC | $20.4M | 260,442 | 0.01% | 31q | -1.7%-$362.2K |
| OMERS ADMINISTRATION Corp | $19.9M | 253,687 | 0.12% | 2q | -20.1%-$5.0M |
| Systematic Alpha Investments, LLC | $19.7M | 250,808 | 0.53% | 23q | HELD |
| Quantinno Capital Management LP | $19.6M | 249,498 | 0.02% | 15q | +31.5%+$4.7M |
| CITADEL ADVISORS LLC | $17.4M incl. $8.3M options CALL | 116,630 | 0.00% | 31q | -12.7%-$2.5M |
| NICOLA WEALTH MANAGEMENT LTD. | $16.1M | 204,800 | 1.85% | 6q | -48.1%-$14.9M |
| MONTRUSCO BOLTON INVESTMENTS INC. | $15.8M | 200,872 | 0.24% | 31q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15.7M | 200,000 | 0.02% | 5q | -87.5%-$109.9M |
| Crossmark Global Holdings, Inc. | $14.6M | 186,447 | 0.19% | 31q | -2.0%-$301.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.7M | 174,000 | 0.03% | 3q | HELD |
| Lorne Steinberg Wealth Management Inc. | $13.1M | 166,933 | 2.69% | 23q | +8.6%+$1.0M |
| Zurich Insurance Group Ltd/FI | $12.8M | 163,178 | 0.09% | 2q | -1.9%-$246.8K |
Showing the largest 100 of 501 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 137 | $916.3M | 11,626,067 | 11 | 41 | 34 | 0.0% |
| Q2 2026 | 501 | $20.7B | 251,831,025 | 76 | 163 | 123 | 3.5% |
| Q1 2026 | 455 | $16.2B | 248,785,657 | 40 | 161 | 111 | 3.5% |
| Q4 2025 | 445 | $16.6B | 251,066,605 | 38 | 136 | 132 | 5.2% |
| Q3 2025 | 440 | $15.9B | 254,009,835 | 35 | 132 | 134 | 4.1% |
| Q2 2025 | 455 | $21.7B | 317,454,162 | 53 | 141 | 128 | 2.5% |
| Q1 2025 | 426 | $15.6B | 263,338,557 | 33 | 132 | 119 | 3.2% |
| Q4 2024 | 444 | $17.8B | 289,265,847 | 40 | 141 | 105 | 3.1% |
| Q3 2024 | 426 | $16.6B | 276,053,329 | 57 | 112 | 138 | 3.1% |
| Q2 2024 | 400 | $13.9B | 272,653,644 | 27 | 118 | 135 | 3.5% |
| Q1 2024 | 425 | $16.0B | 282,552,587 | 48 | 134 | 113 | 2.9% |
| Q4 2023 | 402 | $15.3B | 281,167,556 | 34 | 119 | 118 | 4.5% |
| Q3 2023 | 382 | $14.2B | 275,033,899 | 26 | 110 | 115 | 5.1% |
| Q2 2023 | 384 | $15.6B | 279,807,126 | 33 | 111 | 124 | 5.3% |
| Q1 2023 | 384 | $13.7B | 278,979,077 | 43 | 137 | 99 | 4.7% |
| Q4 2022 | 370 | $13.5B | 270,629,607 | 46 | 108 | 124 | 5.2% |
| Q3 2022 | 348 | $49.5B | 1,226,975,626 | 34 | 131 | 88 | 1.1% |
| Q2 2022 | 350 | $53.3B | 1,139,131,897 | 35 | 113 | 101 | 0.8% |
| Q1 2022 | 350 | $56.8B | 1,007,465,403 | 31 | 111 | 97 | 0.9% |
| Q4 2021 | 356 | $69.2B | 1,179,935,141 | 36 | 98 | 91 | 1.0% |
| Q3 2021 | 327 | $57.2B | 1,077,592,652 | 24 | 88 | 94 | 1.4% |
| Q2 2021 | 328 | $55.4B | 1,054,609,625 | 24 | 98 | 101 | 0.6% |
| Q1 2021 | 348 | $67.4B | 1,245,674,571 | 30 | 109 | 103 | 0.3% |
| Q4 2020 | 345 | $42.0B | 937,938,599 | 39 | 91 | 103 | 0.2% |
| Q3 2020 | 308 | $146.7B | 3,580,201,771 | 31 | 86 | 104 | 0.1% |
| Q2 2020 | 303 | $134.0B | 3,637,505,263 | 25 | 103 | 86 | 0.0% |
| Q1 2020 | 308 | $112.3B | 3,493,731,796 | 34 | 98 | 89 | 0.1% |
| Q4 2019 | 326 | $156.8B | 3,423,463,689 | 32 | 84 | 94 | 0.1% |
| Q3 2019 | 306 | $158.2B | 3,521,074,026 | 27 | 93 | 82 | 0.1% |
| Q2 2019 | 302 | $154.2B | 3,724,316,839 | 25 | 91 | 98 | 0.0% |
| Q1 2019 | 307 | $199.4B | 4,841,538,176 | 28 | 85 | 96 | 0.0% |
| Q4 2018 | 301 | $173.2B | 4,851,102,385 | 3 | 10 | 4 | 0.0% |