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SLF Institutional Ownership & 13F Holders | SmartMoneyDB

SLFSUN LIFE FINANCIAL INC.

COM · CUSIP 866796105

Smart Money Ownership

Of the 11 tracked institutions holding SLF, 5 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +2.0pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$662.3K

+2.5pt

Ray Dalio

$15.7M · 0.1% of book

-0.1pt

SLF (SUN LIFE FINANCIAL INC.) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, SLF (SUN LIFE FINANCIAL INC.) is held with a combined value of $2.29B across 36,614,323 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.62B (0.02% of their portfolio). 6 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$2.29B

Total Shares Held

36,614,323

Institutional Holders

Days to Cover

5.1+33.0%

3.08M shares short · FINRA 2026-06-30

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

VANGUARD GROUP INC+2% shares~$33.2M FMR LLC+9% shares~$29.6M Grantham, Mayo, Van Otterloo & Co. LLC+20% shares~$6.8M BlackRock, Inc.+7% shares~$3.7M CITADEL ADVISORS LLC+14% shares~$1.0M

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

Grantham, Mayo, Van Otterloo & Co. LLC

0.10% of book+20.4%

$39.85M

AQR CAPITAL MANAGEMENT LLC

0.01% of book-34.4%

$32.44M

MILLENNIUM MANAGEMENT LLC

0.01% of book-68.4%

$19.99M

Bridgewater Associates, LP

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.62B	25,884,084	0.02%	+2.1%
2	FMR LLC	$366.30M	5,846,899	0.02%	+8.8%
3	WELLINGTON MANAGEMENT GROUP LLP	$135.54M	2,170,349	0.03%	-3.3%
4	BlackRock, Inc.	$57.19M	914,083	0.00%	+7.0%
5	Grantham, Mayo, Van Otterloo & Co. LLC	$39.85M	637,630	0.10%	+20.4%
6	AQR CAPITAL MANAGEMENT LLC	$32.44M	523,733	0.01%	-34.4%
7	MILLENNIUM MANAGEMENT LLC	$19.99M	231,097	0.01%	-68.4%
8	Bridgewater Associates, LP	$15.65M	250,635	0.07%	-18.2%
9	CITADEL ADVISORS LLC	$8.36M	133,635	0.01%	+13.7%
10	STATE STREET CORP	$725.20K	11,592	0.00%	-0.5%

Frequently Asked Questions

Which institutional investors own the most SLF stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SLF with a position worth $1.62B, representing 0.02% of their portfolio. In total, 11 institutional investors hold SLF with a combined value of $2.29B.

What percentage of SLF is owned by institutional investors?

Institutional investors hold $2.29B worth of SLF stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $1.62B in holdings.

What is a 13F filing and why does it matter for SLF?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SLF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SLF institutional moves

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