SUN LIFE FINANCIAL INC.

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SLF·866796105·US·Common Stock·Financial Services - Insurance - Diversified

SLF (SUN LIFE FINANCIAL INC.) is held by 193 institutional investors as of Q2 2026. Largest holders: ROYAL BANK OF CANADA ($3.3B), VANGUARD CAPITAL MANAGEMENT LLC ($1.3B), BANK OF MONTREAL /CAN/ ($959.5M). Net institutional sentiment: Mixed.

193

Holders

(16 Elite)

$18.3B

Total Value

57% (195)

Consensus

111 buying - 84 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)44

Activist (13D/13G)59

Congressional (STOCK Act)40

Holder Quality

28

★★★★★

Elite

66

★★★★

Strong

36

★★★

Solid

74

★★

Below

35

★

Weak

Held by 193 funds

16 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SLF.

Top Holders

Top Holders (193)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Decreased	41.6M(-0.2%)	$3.3B	0.5%	+25.55%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	16M(+0.5%)	$1.3B	0.0%	+24.63%	32
BANK OF MONTREAL /CAN/	Increased	12.2M(+17.8%)	$959.5M	0.3%	+28.06%	45
TD ASSET MANAGEMENT INC	Decreased	10.1M(-28.0%)	$792.8M	0.7%	+135.83%	0
MACKENZIE FINANCIAL CORP	Increased	6.2M(+2.3%)	$695.3M	0.7%	+52.21%	46
CIBC WORLD MARKET INC.	Decreased	8.1M(-13.3%)	$633.5M	1.0%	+60.15%	0
1A1832 Asset Management L.P.	Decreased	8M(-12.1%)	$624.6M	0.3%	+109.73%	0
BANK OF NOVA SCOTIA	Increased	6.9M(+0.9%)	$544.1M	0.8%	+31.34%	45
GEODE CAPITAL MANAGEMENT, LLC	Increased	6.5M(+11.7%)	$526.4M	0.0%	+43.04%	35
FMR LLC	Increased	6M(+2.7%)	$471.4M	0.0%	+32.99%	32
FIL Ltd	Increased	5.9M(+1781x)	$464.5M	0.3%	-1.37%	60
NATIONAL BANK OF CANADA /FI/	Decreased	5.9M(-12.4%)	$457.8M	0.3%	+51.01%	0
TD Waterhouse Canada Inc.	Decreased	5.5M(-0.4%)	$433.8M	1.1%	+35.01%	0
Federation des caisses Desjardins du Quebec	Decreased	5.3M(-2.9%)	$415.6M	1.3%	+72.74%	0
VFVANGUARD FIDUCIARY TRUST CO	Decreased	4.9M(-0.0%)	$385.4M	0.1%	+24.78%	0
VGVanguard Global Advisers, LLC	Increased	4.3M(+8.3%)	$336.2M	0.2%	+22.29%	40
CIBC Asset Management Inc	Increased	3.8M(+182.6%)	$300.9M	0.7%	+20.38%	70
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	3.7M(-46.1%)	$293.1M	0.2%	+108.85%	0
CANADA PENSION PLAN INVESTMENT BOARD	Decreased	3.7M(-6.4%)	$293M	0.2%	+41.24%	0
TORONTO DOMINION BANK	Decreased	3.6M(-48.4%)	$285.5M	0.3%	+33.58%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer