Sun Life Financial Inc (SLF), an SEC filer in Life Insurance, closed at $78.76, +0.2%, on 2026-08-28, with a return on equity of 14.2%, a net margin of 8.5% and 3-year sales growth of 93.7%. Institutional ownership, earnings history and filed financials are on the tabs below.
% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for SLF in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 41,647,66841.6M | $2.6B | — | TRIM -8% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 15,974,65116.0M | $1.0B | — | NEW |
| 3 | TD Asset Management Inc | 14,022,99814.0M | $876M | — | TRIM -9% |
| 4 | BANK OF MONTREAL /CAN/ | 10,383,85010.4M | $651M | — | — |
| 5 | CIBC WORLD MARKET INC. | 9,316,4399.3M | $583M | — | ADD 39% |
| 6 | 1832 Asset Management L.P. | 9,063,8789.1M | $567M | — | TRIM -11% |
| 7 | TORONTO DOMINION BANK | 7,050,3777.1M | $442M | — | ADD 13% |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,945,2646.9M | $435M | — | TRIM -9% |
| 9 | BANK OF NOVA SCOTIA | 6,869,2806.9M | $430M | — | ADD 15% |
| 10 | NATIONAL BANK OF CANADA /FI/ | 6,679,0416.7M | $417M | — | ADD 6% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +15,974,651 | $999M | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +4,910,508 | $307M | OPEN |
| Vanguard Global Advisers, LLC | +3,953,128 | $247M | OPEN |
| TD Waterhouse Canada Inc. | +3,340,511 | $209M | ADD |
| CIBC WORLD MARKET INC. | +2,617,720 | $164M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −25,884,084 | $1.6B | CLOSE |
| NORGES BANK | −6,376,216 | $399M | CLOSE |
| ROYAL BANK OF CANADA | −3,650,465 | $228M | TRIM |
| INTACT INVESTMENT MANAGEMENT INC. | −1,604,372 | $100M | TRIM |
| TD Asset Management Inc | −1,321,926 | $83M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 43.9M | 44.8M | 103.1M | 50.4M | 45.3M | 41.6M | $2.6B |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 16.0M | $1.0B |
| TD Asset Management Inc | 15.7M | 16.1M | 15.8M | 15.7M | 15.3M | 14.0M | $876M |
| BANK OF MONTREAL /CAN/ | 10.9M | 11.3M | 10.8M | 9.8M | 10.3M | 10.4M | $651M |
| CIBC WORLD MARKET INC. | 7.3M | 6.1M | 5.1M | 5.0M | 6.7M | 9.3M | $583M |
| 1832 Asset Management L.P. | 9.5M | 10.3M | 10.1M | 10.2M | 10.2M | 9.1M | $567M |
| TORONTO DOMINION BANK | 5.8M | 5.7M | 5.7M | 5.8M | 6.2M | 7.1M | $442M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9.5M | 8.6M | 8.4M | 8.0M | 7.7M | 6.9M | $435M |
| BANK OF NOVA SCOTIA | 5.5M | 5.8M | 6.2M | 4.7M | 6.0M | 6.9M | $430M |
| NATIONAL BANK OF CANADA /FI/ | 5.6M | 5.1M | 6.7M | 7.2M | 6.3M | 6.7M | $417M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| BlackRock, Inc. | 7.3% | QII | 2024-12-31 | SEC → |
SEC Schedule 13D/G XML · group aggregate.
