Sun Life Financial Inc
- Stock Issuer and Owners
| Due Diligence for Asset Managers |
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| Sun Life Financial Inc |
| Ticker | SLF |
| CIK # | 0001097362 |
| CUSIP | 866796105 |
| Sector | Finance - Life Insurance |
| Address | Sun Life Assurance Co of Canada One York Street, Toronto, ON M5J 0B6 |
| Source |
[EDGAR]
|
| Reg D Offering (Form D) |
Filed |
Raised |
Terms |
| Sun Life Financial Inc |
2015-03-27 |
|
Exemption: 506(c) · Remaining: $38,000,000 · Duration: One year or less · Revenue: Decline to Disclose
|
| 13F Ownership Over Time | Holders | Shares Held |
| 2026-03-31 |
451 |
251,022,056 |
| 2025-12-31 |
441 |
257,736,895 |
| 2025-09-30 |
435 |
256,411,930 |
| 2025-06-30 |
451 |
314,731,601 |
| 2025-03-31 |
423 |
261,927,117 |
| 2024-12-31 |
441 |
279,217,945 |
| 2024-09-30 |
424 |
263,038,530 |
| 2024-06-30 |
399 |
261,600,350 |
| 2024-03-31 |
420 |
269,128,754 |
| 2023-12-31 |
400 |
267,643,650 |
| 2023-09-30 |
379 |
263,630,848 |
| 2023-06-30 |
384 |
261,175,190 |
| Form 13F Holdings |
| Firm |
Period |
DFND |
Voting |
Shares |
| Cardinal Capital Management Inc |
[2026-06-30]
|
SOLE |
1,168,774 |
1,168,774 |
| Value Partners Investments Inc |
[2026-06-30]
|
SOLE |
921,226 |
921,226 |
| Intact Investment Management Inc |
[2026-06-30]
|
SOLE |
659,021 |
699,721 |
| Crossmark Global Holdings Inc |
[2026-06-30]
|
SOLE |
186,447 |
186,447 |
| PensionDanmark Pensionsforsikringsaktieselskab |
[2026-06-30]
|
SOLE |
0 |
160,789 |
| Addenda Capital Inc |
[2026-06-30]
|
SOLE |
112,410 |
112,410 |
| Burney CO/ |
[2026-06-30]
|
SOLE |
0 |
59,172 |
| Avanza Fonder AB |
[2026-06-30]
|
SOLE |
42,869 |
42,869 |
| Cardinal Point Capital Management ULC |
[2026-06-30]
|
SOLE |
0 |
34,281 |
| Cidel Asset Management Inc |
[2026-06-30]
|
SOLE |
26,485 |
26,485 |
| Assenagon Asset Management SA |
[2026-06-30]
|
SOLE |
25,609 |
25,609 |
| ASR Vermogensbeheer NV |
[2026-06-30]
|
DFND |
22,391 |
22,391 |
| Advisory Resource Group |
[2026-06-30]
|
SOLE |
0 |
22,286 |
| Wealth Enhancement Advisory Services LLC |
[2026-06-30]
|
SOLE |
10,227 |
21,328 |
| Kepler Cheuvreux Suisse SA |
[2026-06-30]
|
DFND |
21,291 |
21,291 |
| Sequoia Financial Advisors LLC |
[2026-06-30]
|
SOLE |
0 |
18,221 |
| Hilltop National Bank |
[2026-06-30]
|
DFND |
16,577 |
16,577 |
| Empirical Financial Services LLC DBA Empirical Wealth Ma |
[2026-06-30]
|
SOLE |
12,039 |
12,039 |
| NorthCrest Asset Manangement LLC |
[2026-06-30]
|
SOLE |
9,980 |
10,801 |
| Plan A Wealth LLC |
[2026-06-30]
|
SOLE |
10,431 |
10,431 |
| Woodstock Corp |
[2026-06-30]
|
SOLE |
9,647 |
9,647 |
| Venturi Wealth Management LLC |
[2026-06-30]
|
OTR |
0 |
6,160 |
| Versant Capital Management Inc |
[2026-06-30]
|
SOLE |
4,807 |
4,807 |
| Aaron Wealth Advisors LLC |
[2026-06-30]
|
SOLE |
4,619 |
4,619 |
| Canoe Financial LP |
[2026-06-30]
|
SOLE |
4,579 |
4,579 |
| Ballentine Partners LLC |
[2026-06-30]
|
OTR |
0 |
4,527 |
| Pathway Financial Advisors LLC |
[2026-06-30]
|
SOLE |
0 |
4,339 |
| Grimes & Company Inc |
[2026-06-30]
|
SOLE |
3,607 |
4,169 |
| Ballast Inc |
[2026-06-30]
|
SOLE |
0 |
4,083 |
| Rempart Asset Management Inc |
[2026-06-30]
|
SOLE |
3,685 |
3,685 |
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