Who Owns Sun Life Financial Stock?
NYSE: SLFFinanceLife InsuranceUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
After hours: 76.65 -0.04%
Ownership breakdown
- Held by institutions
- 55.30%
- Held by insiders
- 0.05%
- Institutional holders
- 808
- Institutions 55.3%
- Insiders 0.1%
- Public and other 44.7%
Who owns Sun Life Financial stock?
Institutional investors own about 55.3% of Sun Life Financial's shares, spread across 808 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.05% of SLF.
The largest institutional holders are Royal Bank of Canada (7.47%), Vanguard Capital Management LLC (2.89%) and Bank of Montreal /CAN/ (2.20%). Together, the top 10 institutions control 21.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SLF positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SLF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Royal Bank of Canada | 41.55M | 7.47% | -0.2% |
| Vanguard Capital Management LLC | 16.05M | 2.89% | +0.5% |
| Bank of Montreal /CAN/ | 12.23M | 2.20% | +17.8% |
| TD Asset Management, Inc | 10.10M | 1.82% | -28.0% |
| CIBC World Market, Inc. | 8.08M | 1.45% | -13.3% |
| 1832 Asset Management L.P. | 7.97M | 1.43% | -12.1% |
| Bank of Nova Scotia | 6.93M | 1.25% | +0.9% |
| Geode Capital Management, LLC | 6.46M | 1.16% | +11.7% |
| NORGES BANK | 6.37M | 1.15% | -0.1% |
| Mackenzie Financial Corporation | 6.24M | 1.12% | +2.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SLF
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 8.15M | 1.47% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 5.42M | 0.97% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | 3.54M | 0.64% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | 2.94M | 0.53% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | 1.97M | 0.35% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | 1.32M | 0.24% |
| VANGUARD HORIZON FUNDS-Vanguard International Core Stock Fund | 1.24M | 0.22% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | 1.23M | 0.22% |
| iShares, Inc.-iShares MSCI Canada ETF | 1.21M | 0.22% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | 1.10M | 0.20% |
Frequently asked questions
Who is the largest shareholder of Sun Life Financial?
Royal Bank of Canada is the largest institutional shareholder of SLF, owning 7.47% of shares outstanding (41.55M shares) as of its latest 13F filing.
What percentage of Sun Life Financial is owned by institutions?
Institutions own about 55.3% of SLF shares and 55.3% of the public float.
How much of Sun Life Financial do insiders own?
Insiders, such as officers and directors, own about 0.05% of SLF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.