Sun Life Financial Inc. — Institutional Ownership

Which tracked institutions hold SLF, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

26
Funds holding
$5060354925
Total value held
Buying
18 added/new · 7 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Royal Bank Of Canada $2760039000 44118268 NEW BUY
2 Bank Of Montreal /Can/ $664032078 10597350 NEW BUY
3 Toronto Dominion Bank $535275606 8542777 NEW BUY
4 Bank Of Nova Scotia $430243989 6869280 NEW BUY
5 Morgan Stanley $186828882 2986394 -966252 -24.45%
6 Goldman Sachs Group Inc $132561776 2118954 +544309 +34.57%
7 Invesco Ltd. $86319604 1383327 +25196 +1.86%
8 Bank Of America Corp /De/ $70705847 1130209 -473879 -29.54%
9 Blackrock, Inc. $57185004 914083 +59622 +6.98%
10 Bank Of New York Mellon Corp $39081450 624703 +34696 +5.88%
11 Northern Trust Corp $33870860 541414 +7307 +1.37%
12 Franklin Resources Inc $17550182 280090 +50223 +21.85%
13 Citigroup Inc $16167658 258658 -114065 -30.60%
14 Barclays Plc $7032559 112413 NEW BUY
15 Janus Henderson Group Plc $5243204 83904 NEW BUY
16 Raymond James Financial Inc $4423452 70707 -10838 -13.29%
17 Pnc Financial Services Group, Inc. $3504174 56013 +34437 +159.61%
18 Wells Fargo & Company/Mn $2651000 42442 +13925 +48.83%
19 Ameriprise Financial Inc $1969540 23690 +8994 +61.20%
20 M&T Bank Corp $1855277 29732 -16 -0.05%
21 Us Bancorp \De\ $887851 14192 +549 +4.02%
22 Truist Financial Corp $856527 13691 +346 +2.59%
23 State Street Corp $725196 11592 -63 -0.54%
24 Fifth Third Bancorp $568983 9095 -51 -0.56%
25 Regions Financial Corp $413146 6604 Held
26 Sei Investments Co $362080 5788 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.