Canonical: https://ownershiptrace.com/13f/companies/1362

# Who owns SUN LIFE FINANCIAL INC (SLF)? Elite investor 13F holders

7 tracked elite investors reported holding SUN LIFE FINANCIAL INC as of 2026-06-30, including GMO, D.E. Shaw, Renaissance Technologies LLC, JCP Investment Management, Gotham Asset Management. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.

7 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Insurance

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and…

## Reported holders and securities, including exits (up to 20)

| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|  --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [GMO](https://ownershiptrace.com/13f/investors/94674) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 52390879.00 USD | 667734.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1352662/0001072613-26-000636-index.html) |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 31622383.00 USD | 403192.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Bridgewater Associates](https://ownershiptrace.com/13f/investors/8) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1350694/0001350694-26-000003-index.html) |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 7138965.00 USD | 91035.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [JCP Investment Management](https://ownershiptrace.com/13f/investors/122) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 981818.00 USD | 12520.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1461945/0001461945-26-000004-index.html) |
| [Gotham Asset Management](https://ownershiptrace.com/13f/investors/94672) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 423860.00 USD | 5405.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [Maverick Capital](https://ownershiptrace.com/13f/investors/50) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 233811.00 USD | 2981.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/934639/0000947871-26-000793-index.html) |
| [Ancora Advisors / Ancora Holdings](https://ownershiptrace.com/13f/investors/101) | SUN LIFE FINANCIAL INC. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 10587.00 USD | 135.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1446114/0001446114-26-000012-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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