Ticker · CUSIP 866796105

SLF

SUN LIFE FINANCIAL INC.

Financial Services·Insurance - Diversified

···Share

Holders (tracked)

Combined shares

13,605,269

Combined value

$858.24M

Last close

$70.28

Quarter

2025Q4

Price is +11.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$70.28+14.99 (+27.11%)H $70.28 · L $55.29 · Avg Vol 611K

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

20 events

Jeremy Grantham (GMO) added2026-02-17
+84,069 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+256,618 shares · 2025Q4
Position
Wellington Management added2026-02-17
+1,240,241 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+783,668 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) opened position2026-02-17
+117,580 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+944,700 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+309,329 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−9,882 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−53,600 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+6,376,216 shares · 2025Q4
Position
AQR Capital Management trimmed2025-11-14
−3,266 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+37,901 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−221,610 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+153,126 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−58,191 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−11,257 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−20,000 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−33,031 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−5,450,205 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+86,185 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for SLF →

Follow-the-investor returns

If you'd copied each holder of SLF…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Jeremy Grantham (GMO)	2016Q1	$55.33	+27.0%	$37.2M
Ray Dalio (Bridgewater Associates)	2016Q4	$57.39	+22.5%	$21.5M
Wellington Management	2017Q4	$60.93	+15.3%	$157.8M
D.E. Shaw & Co.	2016Q1	$61.61	+14.1%	$70.3M
D.E. Shaw & Co.	2016Q1	$61.61	+14.1%	$70.3M
Ken Griffin (Citadel Advisors)	2016Q1	$62.26	+12.9%	$8.3M
Two Sigma Investments	2016Q1	$62.34	+12.7%	$74.5M
AQR Capital Management	2016Q1	$62.35	+12.7%	$56.1M
Izzy Englander (Millennium Mgmt)	2016Q1	$81.52	-13.8%	$26.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$81.52	-13.8%	$26.4M
Norges Bank (Norway SWF)	2016Q1	$4379.79	-98.4%	$448.1M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+6,376,216
$398.0M
Ken Griffin (Citadel Advisors)
+117,580
$7.3M

Added to6

Wellington Management
+1,240,241
$77.5M
Two Sigma Investments
+944,700
$58.9M
AQR Capital Management
+783,668
$48.9M
Izzy Englander (Millennium Mgmt)
+309,329
$19.3M
D.E. Shaw & Co.
+256,618
$16.0M
Jeremy Grantham (GMO)
+84,069
$5.3M

Trimmed1

Ray Dalio (Bridgewater Associates)
−9,882
$618K

Exited1

Renaissance Technologies
−53,600
$3.2M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	10	25,836,793	$333.39B	—
2022Q2	11	25,473,256	$266.72B	+1
2022Q3	14	12,032,383	$506.2M	+3
2022Q4	13	11,436,175	$556.3M	-1
2023Q1	14	10,894,420	$530.6M	+1
2023Q2	14	10,064,009	$550.4M	—
2023Q3	13	9,972,600	$510.2M	-1
2023Q4	11	10,676,855	$577.2M	-2
2024Q1	13	10,161,551	$567.2M	+2
2024Q2	14	10,479,499	$525.5M	+1
2024Q3	13	9,496,720	$564.1M	-1
2024Q4	10	8,888,122	$541.5M	-3
2025Q1	11	2,182,765	$130.6M	+1
2025Q2	12	8,021,163	$539.1M	+1
2025Q3	10	2,559,730	$162.5M	-2
2025Q4	11	13,605,269	$858.2M	+1

Who owns SLF

11 super-investors · 2025Q4

Tracked stake

13.61M

Combined value

$858M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added8Trim1

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	6.38M	$398M	0.0%	New+6.38M
2	Wellington Management	2.25M	$140M	0.0%	Added+1.24M
3	Two Sigma Investments	1.06M	$66M	0.1%	Added+944.7K
4	D.E. Shaw & Co.	1.00M	$62M	0.0%	Added+256.6K
5	AQR Capital Management	797.9K	$50M	0.0%	Added+783.7K
6	Jeremy Grantham GMO	529.5K	$33M	0.1%	Added+84.1K
7	Izzy Englander Millennium Mgmt	375.0K	$32M	0.0%	Added+309.3K
8	D.E. Shaw & Co.	442.5K	$28M	0.0%	Added+256.6K
9	Izzy Englander Millennium Mgmt	355.3K	$22M	0.0%	Added+309.3K
10	Ray Dalio Bridgewater Associates	306.6K	$19M	0.1%	Trim−9.9K
11	Ken Griffin Citadel Advisors	117.6K	$7M	0.0%	New+117.6K

Recent moves

20 transactions

ADDJeremy Grantham (GMO)
+84,069 · 2025Q4
ADDWellington Management
+1,240,241 · 2025Q4
ADDAQR Capital Management
+783,668 · 2025Q4
ADDD.E. Shaw & Co.
+256,618 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+309,329 · 2025Q4
ADDTwo Sigma Investments
+944,700 · 2025Q4
NEWKen Griffin (Citadel Advisors)
+117,580 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−9,882 · 2025Q4
SOLDRenaissance Technologies
−53,600 · 2025Q4
NEWNorges Bank (Norway SWF)
+6,376,216 · 2025Q4
TRIMTwo Sigma Investments
−221,610 · 2025Q3
TRIMAQR Capital Management
−3,266 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+37,901 · 2025Q3
ADDD.E. Shaw & Co.
+153,126 · 2025Q3
TRIMWellington Management
−58,191 · 2025Q3
TRIMRenaissance Technologies
−20,000 · 2025Q3
SOLDNorges Bank (Norway SWF)
−5,450,205 · 2025Q3
TRIMJeremy Grantham (GMO)
−33,031 · 2025Q3
TRIMRay Dalio (Bridgewater Associates)
−11,257 · 2025Q3
ADDNorges Bank (Norway SWF)
+86,185 · 2024Q3

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