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Sun Life Financial Inc · 13F filings

SLF Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Sun Life Financial Inc and what the big funds did with it last quarter, from every SEC 13F filing. 494 funds reported holding SLF at Jun 30, 2026.

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Fund sentiment
Strongly bullish
Strongly bearishNeutralStrongly bullish
  • ▲244 buying vs 155 selling
  • ▲Shares held by funds +1.3%
  • ▲Funds holding +41
  • ●Superinvestors: 2 added, 2 cut
  • ▲Put/call 1.82 to 1.51

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding494+41 vs Q1 2026
Held by funds–of shares outstanding
Value held$20B252M shares
Put/call ratio1.51down from 1.82

Funds holding and ownership

8 quarters
Q3 2024: 424 fundsQ3 '24Q4 2024: 445 fundsQ4 '24Q1 2025: 425 fundsQ1 '25Q2 2025: 451 fundsQ2 '25Q3 2025: 436 fundsQ3 '25Q4 2025: 443 fundsQ4 '25Q1 2026: 453 fundsQ1 '26Q2 2026: 494 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding494453+9.1%
In funds' top 1034−25.0%
13F shares252M249M+1.3%
Held by funds–––
New positions7140+77.5%
Increased173174−0.6%
Reduced127116+9.5%
Sold out2832−12.5%
Calls (shares)1.5M1.1M+38.5%
Puts (shares)2.7M2.7M+1.5%
Put/call ratio1.511.82−17.4%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 194 buyingQ4 2024: 145 sellingQ4 '24Q1 2025: 176 buyingQ1 2025: 174 sellingQ1 '25Q2 2025: 197 buyingQ2 2025: 162 sellingQ2 '25Q3 2025: 177 buyingQ3 2025: 190 sellingQ3 '25Q4 2025: 185 buyingQ4 2025: 176 sellingQ4 '25Q1 2026: 214 buyingQ1 2026: 148 sellingQ1 '26Q2 2026: 244 buyingQ2 2026: 155 sellingQ2 '26
Buying 244Selling 155latest quarter

Superinvestors in SLF

All superinvestors →

Who owns SLF

share of fund held shares
  • Index and passive funds17.3%
  • Active managers and hedge funds36.8%
  • Banks and brokers39.3%
  • Pensions, insurers and other6.7%

The top 10 holders own 48.4% of all SLF shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 2.56Q3 '24Q4 2024: 3.71Q4 '24Q1 2025: 3.00Q1 '25Q2 2025: 2.54Q2 '25Q3 2025: 1.66Q3 '25Q4 2025: 2.48Q4 '25Q1 2026: 1.82Q1 '26Q2 2026: 1.51Q2 '261.51

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

108 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Royal Bank of Canada–41.6M$3.3B−96K
2Vanguard Capital Management LLC–16M$1.3B+74K
3Bank of Montreal /can/–12.2M$959M+1.8M
4TD Asset Management Inc–10.1M$793M−3.9M
5CIBC World Market Inc.–8.1M$634M−1.2M
61832 Asset Management L.P.–8M$625M−1.1M
7Bank of Nova Scotia–6.9M$544M+61K
8Geode Capital Management, LLC–6.5M$526M+675K
9Norges Bank–6.4M$500M+6.4M
10Mackenzie Financial Corp–6.2M$695M+142K
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

SLF institutional ownership FAQ

Who owns the most SLF stock?

In Q2 2026 13F filings the largest holder of SLF was Royal Bank of Canada, followed by Vanguard Capital Management LLC and Bank of Montreal /can/. Index fund managers are usually the biggest holders of large companies.

What percentage of SLF is owned by institutions?

494 funds reported holding 252M SLF shares at Jun 30, 2026.

Are hedge funds buying SLF?

In Q2 2026, 244 funds bought SLF (71 of them new positions) and 155 sold (28 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for SLF is strongly bullish.

What is SLF's institutional put/call ratio?

Funds reported $228M of SLF puts against $151M of calls, a put/call ratio of 1.51 (1.82 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this SLF ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.