SUN LIFE FINANCIAL INC - EQUITY Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2014 to Q3 2025

Type / Class
Equity / EQUITY
Price per share
$60.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
82,917
Total reported value
$4,980,145
% of total 13F portfolios
0%
Share change
-9,849
Value change
-$591,549
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding 82,917 shares of SUN LIFE FINANCIAL INC - EQUITY.

Institutional Holders of SUN LIFE FINANCIAL INC - EQUITY across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 82,917 $4,980,145 -$591,549 $60.06 1
2025 Q2 92,766 $6,160,152 -$478,251 $66.41 1
2025 Q1 99,968 $5,720,594 +$170,586 $57.22 1
2024 Q4 96,987 $5,755,695 $59.34 1
2024 Q2 0 $0 -$228,000 $60.06 0
2024 Q1 4,179 $228,000 $0 $54.56 1
2023 Q4 4,179 $215,000 -$8,994,491 $51.45 1
2023 Q3 187,679 $9,198,486 +$8,725,176 $48.92 2
2023 Q2 9,696 $505,000 -$15,542,700 $52.08 1
2023 Q1 342,840 $15,995,699 $0 $46.69 2
2022 Q4 342,840 $15,903,000 -$3,345,401 $46.40 2
2022 Q3 414,962 $16,587,000 +$82,911 $39.89 2
2022 Q2 412,888 $18,879,000 $0 $45.76 2
2022 Q1 412,888 $23,072,000 -$860,521 $55.84 2
2021 Q4 428,287 $23,869,000 -$859,539 $55.51 2
2021 Q3 443,707 $22,860,000 -$26,505 $52.70 2
2021 Q2 444,222 $22,930,000 $0 $51.59 2
2021 Q1 444,222 $22,447,000 +$490,000 $50.53 2
2020 Q4 434,526 $19,305,000 $0 $44.43 1
2020 Q3 434,526 $17,651,000 +$17,651,011 $40.62 1
2018 Q4 0 $0 -$348,000 $60.06 0
2018 Q3 8,746 $348,000 +$348,000 $39.79 1
2017 Q1 0 $0 -$336,000 $60.06 0
2016 Q4 8,746 $336,000 $0 $38.42 1
2016 Q3 8,746 $284,589 $0 $32.54 1
2016 Q2 8,746 $287,302 $0 $32.85 1
2016 Q1 8,746 $282,000 $0 $32.24 1
2015 Q4 8,746 $273,000 $0 $31.21 1
2015 Q3 8,746 $282,000 -$13,961 $32.24 1
2015 Q2 9,179 $306,457 $0 $33.39 1
2015 Q1 9,179 $282,860 -$355,678 $30.82 1
2014 Q4 20,721 $747,654 $0 $36.08 1
2014 Q3 20,721 $751,170 $0 $36.25 1
2014 Q2 20,721 $761,612 +$761,613 $36.76 1