SLF Sun Life Financial Inc.
Sun Life Financial Inc. (SLF) Institutional Ownership
What the institutions did with SLF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 7.1M | 14.9% |
| MACKENZIE FINANCIAL CORP | 5.2M | 10.9% |
| TD Waterhouse Canada Inc. | 5.2M | 10.9% |
| CIBC Asset Management Inc | 4.4M | 9.2% |
| LETKO, BROSSEAU & ASSOCIATES INC | 3.1M | 6.5% |
| Fiera Capital Corp | 2.7M | 5.7% |
| BARCLAYS PLC | 2.2M | 4.7% |
| DIMENSIONAL FUND ADVISORS LP | 1.8M | 3.7% |
| Beutel, Goodman & Co Ltd. | 1.6M | 3.4% |
| Amundi | 1.4M | 2.9% |
| DEUTSCHE BANK AG\ | 1.2M | 2.6% |
| Cardinal Capital Management, Inc. | 1.2M | 2.5% |
| DekaBank Deutsche Girozentrale | 1.0M | 2.2% |
| Value Partners Investments Inc. | 916.8K | 1.9% |
| BCV Asset Management Inc. | 834.4K | 1.8% |
| AGF MANAGEMENT LTD | 804.3K | 1.7% |
| Bank of New York Mellon Corp | 738.6K | 1.6% |
| TODD ASSET MANAGEMENT LLC | 663.4K | 1.4% |
| Russell Investments Group, Ltd. | 582.3K | 1.2% |
| INTACT INVESTMENT MANAGEMENT INC. | 497.5K | 1.0% |
| QV Investors Inc. | 484.7K | 1.0% |
| Pictet Asset Management Holding SA | 283.8K | 0.6% |
| CITIGROUP INC | 196.7K | 0.4% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 191.6K | 0.4% |
| PensionDanmark Pensionsforsikringsaktieselskab | 178.7K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 72.5K | 2.2M | +2.1M |
| MACKENZIE FINANCIAL CORP | Reduced | 6.2M | 5.2M | -1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 6.5M | 7.1M | +645.0K |
| CIBC Asset Management Inc | Increased | 3.8M | 4.4M | +522.6K |
| Fiera Capital Corp | Reduced | 3.1M | 2.7M | -403.5K |
| TD Waterhouse Canada Inc. | Reduced | 5.5M | 5.2M | -338.9K |
| INTACT INVESTMENT MANAGEMENT INC. | Reduced | 699.7K | 497.5K | -202.3K |
| DEUTSCHE BANK AG\ | Increased | 1.1M | 1.2M | +176.1K |
| Pictet Asset Management Holding SA | Reduced | 426.5K | 283.8K | -142.7K |
| Beutel, Goodman & Co Ltd. | Reduced | 1.7M | 1.6M | -133.3K |
| CITIGROUP INC | Increased | 104.1K | 196.7K | +92.6K |
| Kepler Cheuvreux (Suisse) SA | Increased | 21.3K | 106.7K | +85.4K |
| Amundi | Increased | 1.3M | 1.4M | +73.4K |
| Bank of New York Mellon Corp | Increased | 666.0K | 738.6K | +72.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.8M | 1.8M | -71.1K |
| Achmea Investment Management B.V. | New | 0 | 59.4K | +59.4K |
| LETKO, BROSSEAU & ASSOCIATES INC | Reduced | 3.1M | 3.1M | -51.6K |
| BCV Asset Management Inc. | Reduced | 866.8K | 834.4K | -32.3K |
| Sustainable Insight Capital Management, LLC | Sold Out | 31.3K | 0 | -31.3K |
| Plato Investment Management Ltd | Reduced | 37.0K | 7.6K | -29.4K |
| Munich Reinsurance Co Stock Corp in Munich | Reduced | 93.4K | 67.4K | -25.9K |
| Assenagon Asset Management S.A. | Reduced | 51.2K | 25.6K | -25.6K |
| DekaBank Deutsche Girozentrale | Reduced | 1.0M | 1.0M | -22.1K |
| 111 Capital | Reduced | 23.8K | 3.2K | -20.6K |
| PensionDanmark Pensionsforsikringsaktieselskab | Increased | 160.8K | 178.7K | +17.9K |
| ASR Vermogensbeheer N.V. | Reduced | 22.4K | 4.7K | -17.7K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 31.8K | 15.7K | -16.1K |
| Creative Planning | Increased | 119.0K | 134.8K | +15.7K |
| Crossmark Global Holdings, Inc. | Reduced | 186.4K | 171.7K | -14.7K |
| Fideuram Asset Management (Ireland) dac | Reduced | 50.1K | 38.2K | -12.0K |
| Russell Investments Group, Ltd. | Reduced | 593.8K | 582.3K | -11.5K |
| AGF MANAGEMENT LTD | Reduced | 815.7K | 804.3K | -11.4K |
| Savant Capital, LLC | Reduced | 29.5K | 18.7K | -10.8K |
| Avanza Fonder AB | Increased | 42.9K | 53.6K | +10.8K |
| MONTRUSCO BOLTON INVESTMENTS INC. | Reduced | 200.9K | 191.6K | -9.3K |
| Cardinal Capital Management, Inc. | Increased | 1.2M | 1.2M | +7.5K |
| SIMPLEX TRADING, LLC | Sold Out | 7.3K | 0 | -7.3K |
| TODD ASSET MANAGEMENT LLC | Increased | 656.5K | 663.4K | +6.9K |
| IMC-Chicago, LLC | Sold Out | 5.7K | 0 | -5.7K |
| Swiss Life Asset Management Ltd | Reduced | 121.5K | 115.9K | -5.7K |
| Maryland State Retirement & Pension System | Reduced | 126.7K | 121.6K | -5.1K |
| UniSuper Management Pty Ltd | Increased | 15.3K | 20.1K | +4.8K |
| Value Partners Investments Inc. | Reduced | 921.2K | 916.8K | -4.4K |
| StoneX Group Inc. | New | 0 | 4.3K | +4.3K |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | Sold Out | 4.2K | 0 | -4.2K |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | Sold Out | 3.7K | 0 | -3.7K |
| Carter Financial Group, INC. | New | 0 | 3.5K | +3.5K |
| BURNEY CO/ | Reduced | 59.2K | 55.7K | -3.4K |
| Thrivent Financial for Lutherans | Increased | 55.1K | 58.5K | +3.4K |
| St. Louis Trust Co | New | 0 | 3.4K | +3.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 12.2K | 15.5K | +3.2K |
| Nykredit A/S | Increased | 113.0K | 116.2K | +3.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 21.3K | 24.5K | +3.2K |
| HB Wealth Management, LLC | Increased | 4.4K | 7.6K | +3.2K |
| BASSO CAPITAL MANAGEMENT, L.P. | New | 0 | 3.2K | +3.2K |
| Hilltop National Bank | Reduced | 16.6K | 13.4K | -3.2K |
| Fisher Asset Management, LLC | New | 0 | 3.1K | +3.1K |
| Pathway Financial Advisers, LLC | Reduced | 25.7K | 22.6K | -3.1K |
| Ethic Inc. | Increased | 27.8K | 30.9K | +3.1K |
| OLD NATIONAL BANCORP /IN/ | Sold Out | 2.9K | 0 | -2.9K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.