SUN LIFE FINANCIAL INC (SLF) — Institutional Holders, Q2 2026

497 institutional investment managers reported a SLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $20.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SLF stock profile

SLF in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

175

Trimmed

131

Sold out

Biggest buyers

FIL LtdNew · +5,916,829 sh+$464.0M
CIBC Asset ManagementAdded · +2,480,709 sh+$194.5M
BANK OF MONTREALAdded · +1,848,886 sh+$145.0M
Polar Asset Management PartnersNew · +1,001,122 sh+$78.5M
Fiera CapitalAdded · +824,687 sh+$64.7M

Biggest sellers

TD ASSET MANAGEMENTTrimmed · -3,921,572 sh-$307.5M
TORONTO DOMINION BANKTrimmed · -3,410,410 sh-$267.4M
MANUFACTURERS LIFE INSURANCE COMPANY, THETrimmed · -3,205,327 sh-$251.4M
HEALTHCARE OF ONTARIO PENSION PLAN FUNDTrimmed · -1,401,200 sh-$109.9M
CIBC WORLD MARKETTrimmed · -1,240,421 sh-$97.3M

SLF 13F holders ranked 1–100 of 497

Institutional investors reporting a position in SUN LIFE FINANCIAL INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	ROYAL BANK OF CANADA#1 · 41,552,120 sh	41,552,120	$3.3B	0.49%	-0.2%
2	VANGUARD CAPITAL MANAGEMENT#2 · 16,048,272 sh	16,048,272	$1.3B	0.03%	+0.5%
3	BANK OF MONTREAL#3 · 12,232,736 sh	12,232,736	$959.5M	0.32%	+17.8%
4	TD ASSET MANAGEMENT#4 · 10,101,426 sh	10,101,426	$792.8M	0.69%	-28.0%
5	MACKENZIE FINANCIAL#5 · 6,244,664 sh	6,244,664	$695.3M	0.69%	+2.3%
6	CIBC WORLD MARKET#6 · 8,076,018 sh	8,076,018	$633.5M	1.02%	-13.3%
7	1832 Asset Management L.P.#7 · 7,965,126 sh	7,965,126	$624.6M	0.31%	-12.1%
8	BANK OF NOVA SCOTIA#8 · 6,930,024 sh	6,930,024	$544.1M	0.82%	+0.9%
9	GEODE CAPITAL MANAGEMENT#9 · 6,460,912 sh	6,460,912	$526.4M	0.03%	+11.7%
10	NORGES BANK#10 · 6,370,400 sh	6,370,400	$499.7M	0.05%	—
11	FMR#11 · 6,004,087 sh	6,004,087	$471.4M	0.02%	+2.7%
12	FIL Ltd#12 · 5,916,829 sh	5,916,829	$464.5M	0.33%	New
13	NATIONAL BANK OF CANADA#13 · 5,850,227 sh	5,850,227	$457.8M	0.33%	-12.4%
14	TD Waterhouse Canada#14 · 5,506,035 sh	5,506,035	$433.8M	—	-0.4%
15	Federation des caisses Desjardins du Quebec#15 · 5,324,854 sh	5,324,854	$415.6M	1.27%	-2.9%
16	VANGUARD FIDUCIARY#16 · 4,909,410 sh	4,909,410	$385.4M	0.08%	0.0%
17	Vanguard Global Advisers#17 · 4,281,703 sh	4,281,703	$336.2M	0.16%	+8.3%
18	CIBC Asset Management#18 · 3,839,581 sh	3,839,581	$300.9M	0.66%	+182.6%
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE#19 · 3,739,937 sh	3,739,937	$293.1M	0.23%	-46.2%
20	CANADA PENSION PLAN INVESTMENT BOARD#20 · 3,735,388 sh	3,735,388	$293.0M	0.16%	-6.4%
21	TORONTO DOMINION BANK#21 · 3,639,967 sh	3,639,967	$285.5M	0.33%	-48.4%
22	Legal & General Group Plc#22 · 3,571,561 sh	3,571,561	$280.3M	0.06%	-6.7%
23	LETKO, BROSSEAU & ASSOCIATES#23 · 3,144,427 sh	3,144,427	$246.8M	3.65%	-3.7%
24	SCOTIA CAPITAL#24 · 3,144,681 sh	3,144,681	$245.9M	0.92%	-3.6%
25	Fiera Capital#25 · 3,126,682 sh	3,126,682	$245.0M	0.89%	+35.8%
26	JPMORGAN CHASE#26 · 2,980,877 sh	2,980,877	$232.8M	0.01%	+7.8%
27	WELLINGTON MANAGEMENT GROUP LLP#27 · 2,810,328 sh	2,810,328	$220.6M	0.04%	+29.5%
28	MORGAN STANLEY#28 · 2,529,769 sh	2,529,769	$198.4M	0.01%	-15.3%
29	GOLDMAN SACHS GROUP#29 · 2,401,503 sh	2,401,503	$188.3M	0.02%	+13.3%
30	PICTON MAHONEY ASSET MANAGEMENT#30 · 2,061,273 sh	2,061,273	$161.4M	1.19%	+49.9%
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 1,851,199 sh	1,851,199	$145.3M	0.02%	+6.0%
32	DIMENSIONAL FUND ADVISORS#32 · 1,828,134 sh	1,828,134	$143.4M	0.03%	+7.4%
33	Swiss National Bank#33 · 1,790,200 sh	1,790,200	$140.1M	0.07%	-4.0%
34	Beutel, Goodman & Ltd.#34 · 1,743,457 sh	1,743,457	$136.8M	1.01%	-40.0%
35	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#35 · 1,486,005 sh	1,486,005	$116.6M	0.17%	+55.3%
36	Connor, Clark & Lunn Investment Management Ltd.#36 · 1,315,807 sh	1,315,807	$103.2M	0.20%	-11.4%
37	Amundi#37 · 1,293,691 sh	1,293,691	$101.5M	0.02%	+10.0%
38	Alberta Investment Management#38 · 1,274,072 sh	1,274,072	$99.9M	0.56%	+29.8%
39	VANGUARD ASSET MANAGEMENT, Ltd#39 · 1,236,677 sh	1,236,677	$97.1M	0.07%	+10.9%
40	Cardinal Capital Management#40 · 1,168,774 sh	1,168,774	$91.6M	—	-47.6%
41	UBS Group AG#41 · 1,110,583 sh	1,110,583	$87.1M	0.01%	+57.3%
42	AGF MANAGEMENT LTD#42 · 815,674 sh	815,674	$84.8M	0.33%	+14.4%
43	DEUTSCHE BANK AG\#43 · 1,073,257 sh	1,073,257	$84.2M	0.02%	+6.7%
44	BlackRock#44 · 1,040,385 sh	1,040,385	$81.6M	<0.01%	+13.8%
45	Polar Asset Management Partners#45 · 1,001,122 sh	1,001,122	$78.5M	1.29%	New
46	Value Partners Investments#46 · 921,226 sh	921,226	$72.2M	—	-18.2%
47	PUBLIC SECTOR PENSION INVESTMENT BOARD#47 · 913,881 sh	913,881	$71.7M	0.19%	+75.5%
48	BANK OF AMERICA#48 · 889,886 sh	889,886	$69.8M	<0.01%	-21.3%
49	BCV Asset Management#49 · 866,769 sh	866,769	$67.8M	2.05%	-1.5%
50	DekaBank Deutsche Girozentrale#50 · 1,049,330 sh	1,049,330	$65.4M	0.11%	0.0%
51	BNP Paribas Asset Management Holding S.A.#51 · 830,737 sh	830,737	$65.1M	0.07%	-17.0%
52	MUFG SECURITIES (CANADA), LTD.#52 · 783,684 sh	783,684	$61.4M	1.66%	-4.6%
53	BRITISH COLUMBIA INVESTMENT MANAGEMENT#53 · 712,381 sh	712,381	$55.9M	0.35%	0.0%
54	INTACT INVESTMENT MANAGEMENT#54 · 699,721 sh	699,721	$54.9M	1.56%	+71.6%
55	Grantham, Mayo, Van Otterloo#55 · 667,734 sh	667,734	$52.4M	0.12%	+4.7%
56	Bank of New York Mellon#56 · 665,994 sh	665,994	$52.2M	<0.01%	+6.6%
57	TODD ASSET MANAGEMENT#57 · 656,501 sh	656,501	$51.5M	0.91%	-0.8%
58	VAN ECK ASSOCIATES#58 · 654,212 sh	654,212	$51.3M	0.03%	-11.6%
59	MUFG Securities EMEA plc#59 · 600,000 sh	600,000	$47.0M	0.49%	New
60	Russell Investments Group, Ltd.#60 · 593,808 sh	593,808	$46.5M	0.04%	+9.8%
61	ACADIAN ASSET MANAGEMENT#61 · 569,872 sh	569,872	$44.7M	0.05%	+6303.1%
62	Quadrature Capital Ltd#62 · 568,300 sh	568,300	$44.6M	0.38%	+202.0%
63	NORTHERN#63 · 533,151 sh	533,151	$41.8M	<0.01%	-1.5%
64	AVIVA PLC#64 · 532,137 sh	532,137	$41.7M	0.06%	-9.1%
65	GUARDIAN CAPITAL#65 · 521,234 sh	521,234	$40.9M	0.99%	+10.9%
66	QV Investors#66 · 487,300 sh	487,300	$38.2M	—	-5.7%
67	AMERICAN CENTURY COMPANIES#67 · 460,354 sh	460,354	$36.1M	0.02%	+18.5%
68	Korea Investment#68 · 452,708 sh	452,708	$35.5M	0.07%	+5.7%
69	FIRST ADVISORS#69 · 444,993 sh	444,993	$34.9M	0.02%	-23.3%
70	Pictet Asset Management Holding SA#70 · 426,545 sh	426,545	$33.5M	0.03%	+1.5%
71	Purpose Unlimited#71 · 418,903 sh	418,903	$32.9M	1.26%	+9.2%
72	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#72 · 403,750 sh	403,750	$31.7M	0.22%	0.0%
73	D. E. Shaw#73 · 403,192 sh	403,192	$31.6M	0.01%	+20.5%
74	Nuveen#74 · 402,534 sh	402,534	$31.6M	<0.01%	+3.5%
75	Zurcher Kantonalbank (Zurich Cantonalbank)#75 · 388,702 sh	388,702	$30.5M	0.06%	+158.0%
76	AQR CAPITAL MANAGEMENT#76 · 374,133 sh	374,133	$29.3M	0.01%	-28.6%
77	TWO SIGMA INVESTMENTS#77 · 372,413 sh	372,413	$29.2M	0.02%	-32.9%
78	Northwest & Ethical Investments L.P.#78 · 358,349 sh	358,349	$28.1M	0.65%	-4.3%
79	BANK OF NOVA SCOTIA#79 · 339,460 sh	339,460	$26.6M	2.21%	-4.0%
80	APG Asset Management N.V.#80 · 387,125 sh	387,125	$26.6M	0.07%	+29.4%
81	MILLENNIUM MANAGEMENT#81 · 338,146 sh	338,146	$26.5M	<0.01%	+5446.1%
82	State of Tennessee, Treasury Department#82 · 317,342 sh	317,342	$24.9M	0.07%	-0.8%
83	GREAT WEST LIFE ASSURANCE#83 · 313,515 sh	313,515	$24.5M	0.04%	-43.4%
84	Invesco Ltd.#84 · 292,168 sh	292,168	$22.9M	<0.01%	-75.4%
85	Vanguard Investments Australia, Ltd.#85 · 283,986 sh	283,986	$22.3M	0.06%	+3.6%
86	FRANKLIN RESOURCES#86 · 272,744 sh	272,744	$21.4M	<0.01%	-2.6%
87	Neuberger Berman Group#87 · 260,442 sh	260,442	$20.4M	0.01%	-1.7%
88	OMERS ADMINISTRATION#88 · 253,687 sh	253,687	$19.9M	0.12%	-20.1%
89	Systematic Alpha Investments#89 · 250,808 sh	250,808	$19.7M	0.53%	0.0%
90	Quantinno Capital Management#90 · 249,498 sh	249,498	$19.6M	0.02%	+31.5%
91	NICOLA WEALTH MANAGEMENT LTD.#91 · 204,800 sh	204,800	$16.1M	1.85%	-48.1%
92	MONTRUSCO BOLTON INVESTMENTS#92 · 200,872 sh	200,872	$15.8M	—	0.0%
93	HEALTHCARE OF ONTARIO PENSION PLAN FUND#93 · 200,000 sh	200,000	$15.7M	0.02%	-87.5%
94	Crossmark Global#94 · 186,447 sh	186,447	$14.6M	—	-2.0%
95	STATE OF WISCONSIN INVESTMENT BOARD#95 · 174,000 sh	174,000	$13.7M	0.03%	-0.4%
96	Lorne Steinberg Wealth Management#96 · 166,933 sh	166,933	$13.1M	—	+8.6%
97	Zurich Insurance Group Ltd#97 · 163,178 sh	163,178	$12.8M	0.09%	-1.9%
98	Mn Services Vermogensbeheer B.V.#98 · 162,293 sh	162,293	$12.7M	—	-26.1%
99	PensionDanmark Pensionsforsikringsaktieselskab#99 · 160,789 sh	160,789	$12.6M	—	+22.5%
100	Addenda Capital#100 · 112,410 sh	112,410	$12.5M	—	0.0%

Funds that sold out of SLF in Q2 2026 (27)

Held SLF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SLF in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
JUPITER ASSET MANAGEMENT LTD852,474 sh	852,474	$53.2M
PBU - The Pension Fund of Early Childhood & Youth Educators572,724 sh	572,724	$21.7M
Bridgewater Associates250,635 sh	250,635	$15.7M
SIG North Trading, ULC194,641 sh	194,641	$12.2M
Sienna Gestion186,385 sh	186,385	$11.6M
BALYASNY ASSET MANAGEMENT L.P.146,173 sh	146,173	$9.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP113,654 sh	113,654	$7.1M
AustralianSuper Pty Ltd110,028 sh	110,028	$6.9M
Erste Asset Management GmbH27,200 sh	27,200	$1.7M
Numerai GP18,805 sh	18,805	$1.2M
Financial & Tax Architects8,982 sh	8,982	$561.9K
YOUSIF CAPITAL MANAGEMENT6,899 sh	6,899	$431.6K
denkapparat Operations GmbH6,700 sh	6,700	$419.6K
Summerhill Capital Management lnc.6,081 sh	6,081	$380.2K
Scientech Research4,685 sh	4,685	$293.1K
Jain Global4,110 sh	4,110	$257.5K
PINEBRIDGE INVESTMENTS2,789 sh	2,789	$243.1K
PRUDENTIAL PLC3,756 sh	3,756	$235.4K
St. Louis3,385 sh	3,385	$211.8K
Oslo Pensjonsforsikring AS1,300 sh	1,300	$81.2K
NBT BANK N A1,074 sh	1,074	$67.2K
Addison Advisors789 sh	789	$49.4K
Scarborough Advisors523 sh	523	$32.7K
TWIN PEAKS WEALTH ADVISORS190 sh	190	$11.9K
BLUE BELL PRIVATE WEALTH MANAGEMENT187 sh	187	$11.7K
Root Financial Partners35 sh	35	$2.2K
Optiver Holding B.V.32 sh	32	$2.0K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.