How many institutional investors hold SLF?

2 tracked institutional investors disclosed a position in SLF (SUN LIFE FINANCIAL INC.) in their most recent 13F filing.

Who is the largest institutional holder of SLF?

Izzy Englander, Millennium Management, holds the largest disclosed position in SLF, valued at $61M.

Where does this SLF ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

SLF — SUN LIFE FINANCIAL INC.

Name: SUN LIFE FINANCIAL INC. (SLF) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SLF?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Strong distribution · 0 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SLF position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 46/100 in a Overheat regime).

Supporting evidence

+2 tracked investors reported holding SLF at their latest filing

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 10/21/2026.

About SUN LIFE FINANCIAL INC. (SLF)

SUN LIFE FINANCIAL INC. (SLF) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $61M. Across recent filings, tracked investors recorded 1 new positions, 3 increased, 4 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SLF

/100

Mixed Activity

Added / Increased4

Reduced4

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track SLF

/100

Undiscovered

2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded

151015+

SLF Ownership Composition

How SUN LIFE FINANCIAL INC. is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

100% of tracked value

Institutions

tracked investors

Total Reported

$69M

combined 13F value

Multi-Strategy / Quant100.0%

Multi-Strategy / Quant(2)

100.0%

Tracked investors currently reporting SLF

2 tracked investors have since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	563.1K	$51.6M	0.02%	Jun 30, 2026
Ken Griffin	Citadel Advisors	222.2K	$17.4M	0.00%	Jun 30, 2026

Izzy EnglanderJun 30, 2026
Millennium Management
Shares
563.1K
Value
$51.6M
% Portfolio
0.02%
Ken GriffinJun 30, 2026
Citadel Advisors
Shares
222.2K
Value
$17.4M
% Portfolio
0.00%

Previously held SLF

These investors reported SLF in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Ray Dalio	Bridgewater Associates	250.6K	$15.7M	Mar 31, 2026
Steve Cohen	Point72 Asset Management	21K	$1M	Jun 30, 2024

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	New	—	$650.3K	Aug 14, 2024
Ray Dalio	Increased	45.84%	$1.1M	Nov 13, 2024
Ray Dalio	Increased	720.81%	$9.4M	Feb 13, 2025
Ray Dalio	Increased	153.21%	$23M	May 14, 2025
Ray Dalio	Reduced	-18.50%	$21.8M	Aug 13, 2025
Ray Dalio	Reduced	-3.44%	$19M	Nov 13, 2025
Ray Dalio	Reduced	-3.12%	$19.2M	Feb 13, 2026
Ray Dalio	Reduced	-18.24%	$15.7M	May 15, 2026
Ray Dalio	Sold	-100.00%	$0	Aug 14, 2026

Ray Dalio
New
$650.3KAug 14, 2024
Ray Dalio
Increased
$1.1M(45.84%)Nov 13, 2024
Ray Dalio
Increased
$9.4M(720.81%)Feb 13, 2025
Ray Dalio
Increased
$23M(153.21%)May 14, 2025
Ray Dalio
Reduced
$21.8M(-18.50%)Aug 13, 2025
Ray Dalio
Reduced
$19M(-3.44%)Nov 13, 2025
Ray Dalio
Reduced
$19.2M(-3.12%)Feb 13, 2026
Ray Dalio
Reduced
$15.7M(-18.24%)May 15, 2026
Ray Dalio
Sold
$0(-100.00%)Aug 14, 2026

Frequently asked questions

How many institutional investors hold SLF?: 2 tracked institutional investors disclosed a position in SLF (SUN LIFE FINANCIAL INC.) in their most recent 13F filing.
Who is the largest institutional holder of SLF?: Izzy Englander, Millennium Management, holds the largest disclosed position in SLF, valued at $61M.
Did institutional ownership of SLF increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 3 increased, 4 reduced, and 1 fully exited SLF.
Where does this SLF ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.