Sun Life Financial Inc. 13F holders
494 funds reported a position in Sun Life Financial Inc. in their 13F for the quarter ended 30 June 2026, together 251.8 million shares worth $19.98 billion. Against the quarter before, 62 opened a position, 170 added, 129 trimmed and 27 sold out; together they sold a net 3.4 million shares. The largest holders: Royal Bank of Canada, Vanguard Capital Management LLC and Bank of Montreal.
What each fund did in SLF against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SLF in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 253 reported a position in Sun Life Financial Inc.: 15 opened one, 85 added, 71 trimmed and 17 sold out, a net 1.3 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Sun Life Financial Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 7.1 million shares worth $570.2 million, 0.0% of its reported book. Sold out: Bridgewater Associates. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 644,971 shares, about $51.8 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 7,105,883 | $570.2 million | 0.0% | +644,971 | added | 30 September 2026 | 13F |
| Norges Bank | 6,370,400 | $499.7 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| FMR LLC | 6,004,087 | $471.4 million | 0.0% | +157,188 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 372,413 | $29.2 million | 0.0% | -182,600 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 338,146 | $26.5 million | 0.0% | +332,049 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 116,630 | $9.1 million | 0.0% | -17,005 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 91,035 | $7.1 million | 0.0% | +91,035 | new | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -250,635 | exited | 30 June 2026, an earlier quarter | 13F |
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Royal Bank of Canada | 41,552,120 | 16.50% | $3.26 billion | 0.55% | -95,548 | 13F |
| Vanguard Capital Management LLC | 16,048,272 | 6.37% | $1.26 billion | 0.03% | +73,621 | 13F |
| Bank of Montreal | 12,232,736 | 4.86% | $959.5 million | 0.35% | +1,848,886 | 13F |
| TD Asset Management Inc | 10,101,426 | 4.01% | $792.8 million | 0.69% | -3,921,572 | 13F |
| Mackenzie Financial Corp. | 6,244,664 | 2.48% | $695.3 million | 0.70% | +142,127 | 13F |
| CIBC World Market Inc. | 8,076,018 | 3.21% | $633.5 million | 1.07% | -1,240,421 | 13F |
| 1832 Asset Management L.P. | 7,965,126 | 3.16% | $624.6 million | 0.77% | -1,098,752 | 13F |
| Bank of Nova Scotia | 6,930,024 | 2.75% | $544.1 million | 0.84% | +60,744 | 13F |
| Geode Capital Management, LLC | 6,460,912 | 2.57% | $526.4 million | 0.03% | +674,856 | 13F |
| Norges Bank | 6,370,400 | 2.53% | $499.7 million | 0.05% | 13F | |
| FMR LLC | 6,004,087 | 2.38% | $471.4 million | 0.02% | +157,188 | 13F |
| FIL Ltd | 5,916,829 | 2.35% | $464.5 million | 0.33% | +5,913,508 | 13F |
| National Bank of Canada | 5,850,227 | 2.32% | $457.8 million | 0.40% | -828,814 | 13F |
| TD Waterhouse Canada Inc. | 5,506,035 | 2.19% | $433.8 million | 1.14% | -22,099 | 13F |
| Federation des caisses Desjardins du Quebec | 5,324,854 | 2.12% | $415.6 million | 1.28% | -157,299 | 13F |
| Vanguard Fiduciary Trust Co. | 4,909,410 | 1.95% | $385.4 million | 0.09% | -1,098 | 13F |
| Vanguard Global Advisers, LLC | 4,281,703 | 1.70% | $336.2 million | 0.16% | +328,575 | 13F |
| CIBC Asset Management Inc | 3,839,581 | 1.53% | $300.9 million | 0.66% | +2,480,709 | 13F |
| Manufacturers Life Insurance Company, the | 3,739,937 | 1.49% | $293.1 million | 0.23% | -3,205,327 | 13F |
| Canada Pension Plan Investment Board | 3,735,388 | 1.48% | $293.0 million | 0.16% | -256,542 | 13F |
| Toronto Dominion Bank | 3,639,967 | 1.45% | $285.5 million | 0.48% | -3,410,410 | 13F |
| Legal & General Group Plc | 3,571,561 | 1.42% | $280.3 million | 0.06% | -258,175 | 13F |
| Letko, Brosseau & Associates Inc. | 3,144,427 | 1.25% | $246.8 million | 3.65% | -119,981 | 13F |
| Scotia Capital Inc. | 3,144,681 | 1.25% | $245.9 million | 0.92% | -118,317 | 13F |
| Fiera Capital Corp | 3,126,682 | 1.24% | $245.0 million | 0.89% | +824,687 | 13F |
| JPMorgan Chase & Co. | 2,980,877 | 1.18% | $232.8 million | 0.01% | +215,075 | 13F |
| Wellington Management Group LLP | 2,810,328 | 1.12% | $220.6 million | 0.04% | +639,979 | 13F |
| Morgan Stanley | 2,529,769 | 1.00% | $198.4 million | 0.01% | -456,625 | 13F |
| Goldman Sachs Group Inc. | 2,401,503 | 0.95% | $188.3 million | 0.02% | +282,549 | 13F |
| Picton Mahoney Asset Management | 2,061,273 | 0.82% | $161.4 million | 1.49% | +686,356 | 13F |
| Charles Schwab Investment Management Inc. | 1,851,199 | 0.74% | $145.3 million | 0.02% | +104,328 | 13F |
| Dimensional Fund Advisors LP | 1,828,134 | 0.73% | $143.4 million | 0.03% | +126,206 | 13F |
| Swiss National Bank | 1,790,200 | 0.71% | $140.1 million | 0.07% | -74,000 | 13F |
| Beutel, Goodman & Co Ltd. | 1,743,457 | 0.69% | $136.8 million | 1.01% | -1,163,635 | 13F |
| Caisse de depot et placement du Quebec | 1,486,005 | 0.59% | $116.6 million | 0.17% | +528,973 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 1,315,807 | 0.52% | $103.2 million | 0.20% | -169,973 | 13F |
| Amundi | 1,293,691 | 0.51% | $101.5 million | 0.02% | +117,210 | 13F |
| Alberta Investment Management Corp | 1,274,072 | 0.51% | $99.9 million | 0.64% | +292,719 | 13F |
| Vanguard Asset Management, Ltd | 1,236,677 | 0.49% | $97.1 million | 0.07% | +121,171 | 13F |
| Cardinal Capital Management, Inc. | 1,168,774 | 0.46% | $91.6 million | 2.22% | -1,062,650 | 13F |
| UBS Group AG | 1,110,583 | 0.44% | $87.1 million | 0.01% | +404,775 | 13F |
| Agf Management Ltd | 815,674 | 0.32% | $84.8 million | 0.33% | +102,735 | 13F |
| Deutsche Bank AG | 1,073,257 | 0.43% | $84.2 million | 0.02% | +67,515 | 13F |
| BlackRock, Inc. | 1,040,385 | 0.41% | $81.6 million | 0.00% | +126,302 | 13F |
| Polar Asset Management Partners Inc. | 1,001,122 | 0.40% | $78.5 million | 1.81% | new | 13F |
| Value Partners Investments Inc. | 921,226 | 0.37% | $72.2 million | 5.04% | -204,998 | 13F |
| Public Sector Pension Investment Board | 913,881 | 0.36% | $71.7 million | 0.19% | +393,134 | 13F |
| Bank of America Corp. | 889,886 | 0.35% | $69.8 million | 0.00% | -240,323 | 13F |
| BCV Asset Management Inc. | 866,769 | 0.34% | $67.8 million | 2.05% | -13,215 | 13F |
| DekaBank Deutsche Girozentrale | 1,049,330 | 0.42% | $65.4 million | 0.11% | no change | 13F |
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SLF
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Millennium Management | Puts | 225,000 | $25.1 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 105,600 | $8.3 million | 30 June 2026 | 13F |
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 9 October 2026 | 219 | $76.65 | SEC |
| 6 October 2026 | 6,371 | $78.61 | SEC |
| 2 October 2026 | 84 | $77.67 | SEC |
| 10 September 2026 | 4,303 | $78.48 | SEC |
| 3 September 2026 | 262 | $79.46 | SEC |
| 2 September 2026 | 93 | $77.99 | SEC |
| 1 September 2026 | 965 | $78.38 | SEC |