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Get Institutions for : 
Sun Life Financial Inc (USA) (SLF)  
$52.48 0.42 (0.81%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 377    5
Total shares held : 
270,084,182  
% of shares held : 
46.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
12,871,086  
% of shares held change : 
  2.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$47.83  
Last Quarter's Ending Price : 
$51.86  
Last Quarter's Average Price
$49.21  
Change from last quarter's     
avg. price to the last closing  : 
3.27 (6.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 7,899,332
 2.92%
 
Increased Positions :
132
 17,770,125
 6.58%
 
Unchanged Positions :
102
 4,800,727
 1.78%
 
Decreased Positions :
112
-11,481,721
-4.25%
 
Closed Positions :
26
-1,316,650
-0.49%
 
Guru Positions :
1
146
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 572 - 2023-12-31 22,882,882 $1,186,706,000 410,759
   TD ASSET MANAGEMENT INC 27 - 2023-12-31 15,665,551 $816,424,000 4,035,394
   BEUTEL GOODMAN & CO LTD 8 - 2023-12-31 9,901,262 $516,012,000 291
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 26 - 2023-12-31 9,725,626 $504,371,000 673,966
   CIBC WORLD MARKETS INC. 18 - 2023-12-31 9,544,014 $494,953,000 2,570,037
   MANUFACTURERES LIFE INSURANCE CO 64 - 2023-12-31 7,170,280 $372,463,000 464,126
   NATIONAL BANK OF CANADA /FI/ 36 - 2023-12-31 6,067,865 $311,073,000 200,865
   LEGAL & GENERAL GROUP PLC 301 - 2023-12-31 5,056,954 $263,540,000 1,260,942
   TORONTO DOMINION BANK 46 - 2023-12-31 4,651,204 $241,211,000 215,001
   FMR LLC 674 - 2023-12-31 4,644,980 $240,899,000 70,118
   Connor Clark & Lunn Investment Management Ltd. 20 - 2023-12-31 3,670,046 $190,345,000 241,788
   MORGAN STANLEY 913 - 2023-12-31 2,897,362 $150,257,000 967,165
   AMUNDI 331 - 2023-12-31 2,577,902 $131,345,000 10,447
   TD Waterhouse Canada Inc. 20 - 2023-12-31 1,721,945 $117,708,000 256,909
   GEODE CAPITAL MANAGEMENT LLC 777 - 2023-12-31 2,229,883 $116,436,000 89,068
   BANK OF AMERICA CORP /DE/ 812 - 2023-12-31 2,096,752 $108,738,000 84,839
   BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 29 - 2023-12-31 1,909,326 $99,026,000 86,044
   CANADA PENSION PLAN INVESTMENT BOARD 182 - 2023-12-31 1,828,452 $95,291,000 401,507
   AGF MANAGEMENT LTD 65 - 2023-12-31 1,535,288 $91,791,000 734,549
   GOLDMAN SACHS GROUP INC/ 739 - 2023-12-31 1,620,801 $84,055,000 275,334
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 352 - 2024-03-31 1,501,888 $82,001,000 10,429
   HSBC HOLDINGS PLC 298 - 2023-12-31 1,383,284 $71,737,000 4,481
   Value Partner Investments Inc. - 2023-12-31 1,429,976 $67,953,000 22,799
   ALLIANZ ASSET MANAGEMENT AG 180 - 2023-12-31 1,172,025 $61,081,000 740,014
   DIMENSIONAL FUND ADVISORS INC 1320 - 2023-12-31 1,142,666 $59,255,000 182,543
   QV Investors Inc. 3 - 2024-03-31 1,083,071 $59,154,000 11,207
   DEKABANK DEUTSCHE GIROZENTRALE 194 - 2024-03-31 1,059,995 $57,250,000 13,107
   BLACKROCK INC. 2428 - 2023-12-31 953,368 $49,442,000 64,847
   DEUTSCHE BANK AG 599 - 2023-12-31 744,643 $38,617,000 25,755
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 105 - 2023-12-31 739,236 $38,403,000 116,958
   PUBLIC SECTOR PENSION INVESTMENT BOARD 74 - 2023-12-31 731,780 $38,137,000 577,015
   UBS Group AG 820 - 2023-12-31 696,047 $36,097,000 187,064
   Man Group plc 244 - 2023-12-31 603,994 $31,413,000 603,994
   GREAT WEST LIFE ASSURANCE CO /CAN/ 278 - 2023-12-31 607,473 $31,405,000 127,371
   Qube Research & Technologies Ltd 359 - 2023-12-31 531,605 $27,569,000 357,044
   HILLSDALE INVESTMENT MANAGEMENT INC. 9 - 2023-12-31 409,450 $21,245,000 67,275
   NEUBERGER BERMAN GROUP LLC 630 - 2023-12-31 359,165 $18,688,000 33,835
   PRUDENTIAL CORP PLC 65 - 2023-12-31 349,027 $18,102,000 47,755
   CITADEL ADVISORS LLC 935 - 2023-12-31 296,163 $15,359,000 268,518
   TORON CAPITAL MARKETS INC. 45 - 2023-12-31 294,343 $15,340,000 5,462
   FORSTA AP-FONDEN 138 - 2023-12-31 283,200 $14,759,000 67,100
   RENAISSANCE TECHNOLOGIES LLC 779 - 2023-12-31 273,240 $14,209,000 273,240
   BANK OF NOVA SCOTIA TRUST CO 23 - 2023-12-31 262,454 $13,611,000 12,968
   MILLENNIUM MANAGEMENT LLC 1310 - 2023-12-31 221,998 $11,521,000 17,611
   ADDENDA CAPITAL INC. 50 - 2024-03-31 151,077 $11,166,000 2,398
   SIG North Trading ULC 8 - 2023-09-30 155,310 $7,579,000 57,245
   TWO SIGMA ADVISERS, LLC 659 - 2023-12-31 138,832 $7,200,000 31,000
   Cubist Systematic Strategies LLC 374 - 2023-12-31 123,425 $6,407,000 97,353
   WELLINGTON MANAGEMENT CO LLP 1207 - 2023-12-31 117,615 $6,130,000 43,972
   POWER CORP OF CANADA 49 - 2023-12-31 115,004 $5,974,000 1,279
   AMERICAN CENTURY COMPANIES INC 1358 - 2023-12-31 107,026 $5,551,000 10,993
   Lorne Steinberg Wealth Management Inc. 24 - 2023-12-31 106,878 $5,544,000 2,757
   PRICE T ROWE ASSOCIATES INC /MD/ 1191 - 2023-12-31 101,627 $5,271,000 7,467
   Maryland State Retirement & Pension System 200 - 2024-03-31 89,681 $4,487,000 12,111
   VAN ECK ASSOCIATES CORP 629 - 2024-03-31 80,897 $4,416,000 11,952
   BALYASNY ASSET MANAGEMENT LLC 786 - 2023-12-31 84,121 $4,363,000 5,380
   ACADIAN ASSET MANAGEMENT LLC 534 - 2023-12-31 70,000 $3,645,000 39,500
   PRUDENTIAL FINANCIAL INC 1132 - 2023-12-31 65,075 $3,392,000 575
   Assenagon Asset Management S.A. 693 - 2024-03-31 60,128 $3,284,000 1,841
   PCJ INVESTMENT COUNSEL LTD. 29 - 2023-12-31 58,040 $3,010,000 8,420
   OSSIAM 172 - 2023-12-31 56,816 $2,961,000 12,724
   Harvest Portfolios Group Inc. 109 - 2023-12-31 56,503 $2,930,000 3,082
   AE Wealth Management LLC 824 - 2023-12-31 48,732 $2,504,000 6,152
   Gold Investment Management Ltd. 41 - 2024-03-31 42,551 $2,322,000 44
   Quantinno Capital Management LP 316 - 2023-12-31 43,628 $2,263,000 10,110
   Vident Advisory LLC 352 - 2023-12-31 42,746 $2,226,000 2,511
   ALLIANCEBERNSTEIN L.P. 1876 - 2023-12-31 42,792 $2,219,000 1,688
   DORCHESTER WEALTH MANAGEMENT Co 55 - 2024-03-31 40,190 $2,192,000 354
   JANE STREET GROUP LLC 2354 - 2023-12-31 40,712 $2,111,000 5,397
   MARSHALL WACE LLP 976 - 2023-12-31 40,300 $2,090,000 22,800
   MARINER WEALTH ADVISORS, LLC 1039 - 2023-12-31 40,196 $2,085,000 6,847
   STIFEL FINANCIAL CORP 1664 - 2023-12-31 38,424 $1,993,000 2,649
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1042 - 2024-03-31 36,237 $1,978,000 2,240
   RAYMOND JAMES & ASSOCIATES 2181 - 2024-03-31 34,573 $1,887,000 1,282
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 787 - 2023-12-31 34,877 $1,809,000 4,755
   Metis Global Partners LLC 259 - 2023-12-31 34,847 $1,807,000 844
   BT Investment Management Ltd 222 - 2022-12-31 37,618 $1,746,000 37,618
   CREATIVE PLANNING 968 - 2023-12-31 33,076 $1,715,000 2,248
   Cetera Investment Advisers 881 - 2023-12-31 30,839 $1,599,000 1,013
   LPL FINANCIAL CORP 2631 - 2023-12-31 29,346 $1,522,000 2,244
   BARCLAYS PLC 2376 - 2023-12-31 24,589 $1,274,000 3,092
   UNITED SERVICES AUTOMOBILE ASSOCIATION 201 - 2023-12-31 24,095 $1,250,000 3,118
   SIGNATUREFD, LLC 251 - 2023-12-31 22,365 $1,160,000 414
   US BANCORP 1067 - 2023-12-31 20,678 $1,072,000 4,081
   HIGHTOWER ADVISORS, LLC 1777 - 2023-12-31 20,019 $1,037,000 398
   CAPITAL WORLD INVESTORS 488 - 2023-12-31 19,432 $1,008,000 2,458
   PNC FINANCIAL SERVICES GROUP INC 1176 - 2023-12-31 17,610 $913,000 875
   CAPTRUST FINANCIAL ADVISORS 1330 - 2023-12-31 17,386 $902,000 5,265
   SEI INVESTMENTS CO 1929 - 2023-12-31 16,247 $843,000 386
   Advisory Resource Group 91 - 2023-12-31 13,792 $715,000 329
   Kestra Advisory Services LLC 1304 - 2023-12-31 13,700 $710,000 581
   HPM Partners LLC - 2023-12-31 13,170 $683,000 5,844
   Quilter Plc 91 - 2023-12-31 12,641 $650,000 241
   BLAIR WILLIAM & CO/IL 1005 - 2023-12-31 12,202 $633,000 97
   CLS INVESTMENT FIRM LLC 902 - 2022-12-31 13,625 $632,000 381
   Sequoia Financial Advisors LLC 648 - 2024-03-31 10,302 $562,000 221
   MERCER GLOBAL ADVISORS INC /ADV 1258 - 2023-12-31 10,662 $553,000 4,841
   YOUSIF CAPITAL MANAGEMENT LLC 1475 - 2024-03-31 9,682 $528,000 150
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 602 - 2023-12-31 10,115 $525,000 1,062
   Cresset Asset Management LLC 1187 - 2023-12-31 10,091 $523,000 278

  100 Records found
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