Sun Life Financial Inc. — Institutional Ownership
Which tracked institutions hold SLF, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
34
Funds holding
$6377633094
Total value held
Buying
20 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | $3439290000 | 43857320 | -260948 | -0.59% |
| 2 | Bank Of Montreal /Can/ | $975693381 | 12439736 | +1842386 | +17.39% |
| 3 | Bank Of Nova Scotia | $544051893 | 6930024 | +60744 | +0.88% |
| 4 | Toronto Dominion Bank | $378904620 | 4830967 | -3711810 | -43.45% |
| 5 | Jpmorgan Chase & Co | $232776700 | 2980877 | +215075 | +7.78% |
| 6 | Morgan Stanley | $198384609 | 2529769 | -456625 | -15.29% |
| 7 | Goldman Sachs Group Inc | $188325883 | 2401503 | +282549 | +13.33% |
| 8 | Ubs Group Ag | $87091895 | 1110583 | +1110583 | NEW BUY |
| 9 | Blackrock, Inc. | $81587019 | 1040385 | +126302 | +13.82% |
| 10 | Bank Of America Corp /De/ | $69784854 | 889886 | -240323 | -21.26% |
| 11 | Bank Of New York Mellon Corp | $52227288 | 665994 | +41291 | +6.61% |
| 12 | Northern Trust Corp | $41809701 | 533151 | -8263 | -1.53% |
| 13 | Invesco Ltd. | $22911815 | 292168 | +292168 | NEW BUY |
| 14 | Franklin Resources Inc | $21392253 | 272744 | -7346 | -2.62% |
| 15 | Citigroup Inc | $8171186 | 104112 | -154546 | -59.75% |
| 16 | Raymond James Financial Inc | $6218207 | 79294 | +8587 | +12.14% |
| 17 | Barclays Plc | $5684195 | 72484 | -39929 | -35.52% |
| 18 | Janus Henderson Group Plc | $5243204 | 83904 | +83904 | NEW BUY |
| 19 | Stifel Financial Corp | $4255944 | 54269 | +54269 | NEW BUY |
| 20 | M&T Bank Corp | $2249242 | 28682 | -1050 | -3.53% |
| 21 | Wells Fargo & Company/Mn | $1890833 | 24122 | -19066 | -44.15% |
| 22 | Pnc Financial Services Group, Inc. | $1868122 | 23822 | -32191 | -57.47% |
| 23 | Ameriprise Financial Inc | $1646603 | 16594 | +16594 | NEW BUY |
| 24 | State Street Corp | $1593338 | 20318 | +8726 | +75.28% |
| 25 | Us Bancorp \De\ | $1288127 | 16426 | +2234 | +15.74% |
| 26 | Fifth Third Bancorp | $708917 | 9040 | -55 | -0.60% |
| 27 | Truist Financial Corp | $541731 | 6908 | -6783 | -49.54% |
| 28 | Regions Financial Corp | $517886 | 6604 | — | Held |
| 29 | Sei Investments Co | $459580 | 5861 | +73 | +1.26% |
| 30 | Westwood Holdings Group Inc | $301459 | 3841 | +3841 | NEW BUY |
| 31 | Equitable Holdings, Inc. | $284483 | 3628 | +3628 | NEW BUY |
| 32 | Old National Bancorp /In/ | $226006 | 2882 | +2882 | NEW BUY |
| 33 | First Horizon Corp | $217302 | 2771 | +2771 | NEW BUY |
| 34 | First Bancorp, Inc /Me/ | $34818 | 444 | +444 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.