Sun Life Financial Inc. (SLF) Shareholders & Insider Trades
Sun Life Financial shareholders at a glance
The largest holder of Sun Life Financial stock is Royal Trust Corporation of Canada, with 41.6 million shares (7.50% of the company), worth about $3.26 billion as of September 25, 2026. The 10 largest holders together own 23.3%.
In Q2 2026, 525 institutional holdings reports listed 252.0 million shares worth $20.00 billion, up 1.2% in shares from Q1 2026.
Insiders reported 157 transactions in the last two years: no sales and no purchases. The newest one on file is from September 8, 2026 (Kennedy, Melissa Jane, Senior Officer of Issuer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through September 8, 2026.
Sun Life Financial Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Sun Life Financial shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Royal Trust Corporation of Canada | 41.6 million | 7.50% | $3.3B |
| Vanguard Capital Management LLC | 16.0 million | 2.90% | $1.3B |
| TD Waterhouse Private Investment Counsel, Inc. | 13.6 million | 2.46% | $1.1B |
| BMO Bank NA (Investment Management) | 11.3 million | 2.04% | $887.0M |
| Vanguard Fiduciary Trust Co. | 10.7 million | 1.93% | $840.0M |
| CIBC World Markets, Inc. | 8.1 million | 1.46% | $633.0M |
| 1832 Asset Management LP | 8.0 million | 1.44% | $624.0M |
| The Bank Of Nova Scotia | 6.9 million | 1.25% | $543.0M |
| Geode Capital Management LLC | 6.5 million | 1.17% | $506.0M |
| Norges Bank (13F) | 6.4 million | 1.15% | $499.0M |
As of September 25, 2026.
Sun Life Financial institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 525 | 252.0 million | $20.0B |
| Q1 2026 | 471 | 249.0 million | $15.6B |
| Q4 2025 | 462 | 251.0 million | $15.8B |
| Q3 2025 | 457 | 254.0 million | $15.3B |
| Q2 2025 | 474 | 323.0 million | $21.5B |
| Q1 2025 | 447 | 263.0 million | $15.1B |
| Q4 2024 | 472 | 289.0 million | $17.2B |
| Q3 2024 | 453 | 276.0 million | $16.1B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Sun Life Financial insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Exercise of options at price 49.43 per share. | $580,355 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Exercise of options at price 49.43 per share. | $747,145 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Exercise of options at price 49.12 per share. | $49 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Exercise of options at price 49.12 per share. | $697,776 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Disposition in the public market at price 79.86 per share. | $937,556 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Disposition in the public market at price 79.86 per share. | $1.2M |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Disposition in the public market at price 79.86 per share. | $79 |
| Kennedy, Melissa Jane | Sep 8, 2026 | Senior Officer of Issuer | Disposition in the public market at price 79.86 per share. | $1.1M |
| Strain (Kevin David) | Sep 3, 2026 | Director of Issuer | Exercise of options at price 49.08 per share. | $49 |
| Strain (Kevin David) | Sep 3, 2026 | Director of Issuer | Exercise of options at price 49.08 per share. | $5.0M |
| Strain (Kevin David) | Sep 3, 2026 | Director of Issuer | Disposition in the public market at price 80.76 per share. | $80 |
| Strain (Kevin David) | Sep 3, 2026 | Director of Issuer | Disposition in the public market at price 80.38 per share. | $8.2M |
Newest 12 of 157 insider transactions in the last two years.
Questions and answers
Who owns the most Sun Life Financial stock?
Royal Trust Corporation of Canada, with 7.50% of the company (as of September 25, 2026). Next: Vanguard Capital Management LLC (2.90%) and TD Waterhouse Private Investment Counsel, Inc. (2.46%).
How many institutions own Sun Life Financial stock?
525 institutional holdings reports listed Sun Life Financial shares in Q2 2026, 252.0 million shares in all worth $20.00 billion.
Are Sun Life Financial insiders buying or selling the stock?
In the last two years insiders reported no sales and no purchases (157 transactions in all); the newest on file is from September 8, 2026.
