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SLF — SUN LIFE FINANCIAL INC.

Reported value held$6.52B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)35
Institutional value$4.85B · 61.53M sh
New / Add / Cut / Exit3 / 17 / 13 / 4
Top-5 / Top-10 concentration46.5% / 71.7%
Institutional holdings change Accumulating +27.1% (+13.10M sh)
Institutional value change Up +59.2%

As of Q2 2026, 35 SEC-registered investment managers reported holding SLF (SUN LIFE FINANCIAL INC.) in their latest 13F filings, with a combined reported value of $4.85B across 61.53M shares. That is +27.1% by share count (+13.10M shares) versus the previous quarter, while reported value moved +59.2%. Ownership is concentrated: the five largest holders account for 46.5% of reported value and the top ten for 71.7%.

Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SLF is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 25.88M $1.62B 0.02% Add
Geode Capital Management history Q2 2026 6.46M $526.43M 0.03% Add
Norges Bank Investment Management history Q2 2026 6.37M $499.65M 0.05% Hold
Fidelity Management & Research (FMR) history Q2 2026 6.00M $471.39M 0.02% Add
Fidelity International (FIL) history Q2 2026 5.92M $464.54M 0.33% Add
Manulife Financial history Q2 2026 3.74M $293.05M 0.24% Reduce
CPP Investments history Q2 2026 3.74M $292.98M 0.16% Reduce
Legal & General Investment Management America history Q2 2026 3.57M $280.31M 0.06% Reduce
JPMorgan Chase & Co history Q2 2026 2.98M $232.78M 0.03% New
Wellington Management Group history Q2 2026 2.81M $220.57M 0.04% Add
Morgan Stanley history Q2 2026 2.53M $198.38M 0.01% Reduce
Goldman Sachs Group history Q2 2026 2.40M $188.33M 0.02% Add
Charles Schwab Investment Management history Q2 2026 1.85M $145.29M 0.02% Add
D. E. Shaw & Co history Q2 2026 1.70M $133.58M 0.07% Add
CDPQ (Caisse de Depot) history Q2 2026 1.49M $116.63M 0.17% Add
Amundi US history Q2 2026 1.29M $101.45M 0.03% Add
UBS Group AG history Q2 2026 1.11M $87.09M 0.01% Add
Deutsche Bank AG history Q2 2026 1.07M $84.16M 0.03% Add
BlackRock Inc history Q2 2026 1.04M $81.59M 0.00% Add
PSP Investments history Q2 2026 913.88K $71.68M 0.19% Add

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Geode Capital Management 1.52M 1.61M 1.68M 1.74M 1.89M 1.87M 1.94M 2.08M 2.14M 2.23M 2.34M 2.45M 2.65M 3.47M 3.87M 4.63M 5.18M 5.53M 5.79M 6.46M
Norges Bank Investment Management — — — — — 6.26M — — — 6.47M — 6.40M — 6.44M — 5.45M — 6.38M — 6.37M
Fidelity Management & Research (FMR) 5.69M 5.74M 5.61M 5.56M 5.79M 5.35M 5.04M 4.95M 4.57M 4.64M 4.72M 4.93M 5.19M 5.17M 4.86M 4.71M 5.37M 5.37M 5.85M 6.00M
Fidelity International (FIL) 16.47M 17.74M 14.94M 11.98M 9.55M 9.84M 13.47M 14.37M 14.10M 12.27M 12.36M 3.64M 2.26M 741.46K 471.20K 308.49K 9.88K 3.32K 3.32K 5.92M
Manulife Financial 6.91M 5.64M 5.68M 6.61M 6.49M 6.53M 7.15M 7.28M 6.71M 7.17M 7.55M 8.60M 9.26M 9.45M 8.58M 8.36M 7.97M 7.65M 6.95M 3.74M
CPP Investments 1.77M 1.12M 1.28M 1.28M 2.05M 2.41M 3.30M 1.75M 1.43M 1.83M 1.67M 1.67M 1.67M 2.87M 4.22M 2.82M 3.78M 4.98M 3.99M 3.74M
Legal & General Investment Management America 3.26M 3.29M 3.54M 4.00M 3.77M 3.54M 3.52M 3.62M 3.80M 5.06M 4.96M 4.89M 4.93M 3.66M 3.85M 3.49M 3.86M 3.90M 3.83M 3.57M
JPMorgan Chase & Co 2.04M 2.08M 2.26M 2.56M 2.70M 2.74M 2.61M 2.86M 2.90M 2.79M 2.80M 2.81M 2.84M 2.49M 2.55M 2.49M 2.73M 2.59M — 2.98M
Wellington Management Group — — — — 57.28K 59.61K 61.13K — 73.64K 117.61K 130.70K 136.42K 62.21K 1.35M 808.31K 1.06M 1.00M 2.25M 2.17M 2.81M
Morgan Stanley 530.12K 1.02M 662.27K 1.38M 2.18M 2.16M 2.49M 2.37M 1.93M 2.90M 2.82M 2.64M 1.75M 1.91M 2.07M 2.20M 2.12M 3.95M 2.99M 2.53M
Goldman Sachs Group 512.57K 534.73K 572.37K 1.05M 1.46M 623.51K 584.08K 1.70M 1.35M 1.62M 2.54M 3.91M 1.23M 726.03K 2.78M 3.15M 2.35M 1.57M 2.12M 2.40M
Charles Schwab Investment Management — — — — — — — — — — — 1.50M 1.58M 1.60M 1.61M 1.66M 1.62M 1.70M 1.75M 1.85M
D. E. Shaw & Co — 450.00K 150.00K 492.47K 1.02M 612.87K 1.07M 510.00K 229.07K 206.35K 150.00K 327.06K 254.62K — — 32.71K 185.84K 1.44M 1.63M 1.70M
CDPQ (Caisse de Depot) 1.16M 1.16M 1.30M 1.30M 1.22M — 1.22M 1.22M 1.22M 1.22M 846.12K 1.04M 868.13K 932.68K 946.67K 264.05K 104.98K 367.00K 957.03K 1.49M
Amundi US 1.89M 1.95M 2.19M 2.30M 2.37M 2.60M 2.31M 2.20M 2.57M 2.58M 2.55M 1.88M 1.77M 1.68M 1.68M 1.60M 1.66M 1.23M 1.18M 1.29M
UBS Group AG 691.55K 585.61K 350.93K 301.65K 357.09K 219.32K 411.43K 506.71K 508.98K 696.05K 719.78K 712.87K 676.42K 1.14M 638.84K 751.36K 840.20K 597.44K 705.81K 1.11M
Deutsche Bank AG 650.87K 747.25K 709.53K 630.09K 672.68K 705.18K 730.00K 860.49K 718.89K 744.64K 720.36K 849.49K 889.06K 949.12K 1.02M 1.17M 1.18M 1.13M 1.01M 1.07M
BlackRock Inc — — — — — — — — — — — — 959.25K 949.88K 903.69K 932.31K 896.52K 854.46K 914.08K 1.04M
PSP Investments 127.26K 643.95K 616.02K 86.03K 144.99K 150.48K 158.26K 159.06K 154.76K 731.78K 78.89K 76.27K 75.77K 55.25K 55.45K 854.75K 527.01K 415.42K 520.75K 913.88K
Bank of America Corp 1.31M 1.28M 1.37M 2.10M 2.80M 2.64M 3.39M 4.29M 3.16M 3.35M 1.54M 2.64M 2.06M 1.83M 1.15M 1.54M 1.73M 1.60M 1.13M 889.89K

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