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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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LIE — Fundamentals, Valuation & Ownership | QW Research

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SUN LIFE FINANCIAL INC. (LIE)

Highly Crowded

Held by 118 of 2,417 reporting institutions (91th percentile) — extremely crowded.

Data as of Q3 2026

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Institutional Ownership

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of shares outstanding · 118 funds hold it

Ownership Change

—

vs last quarter

Crowding

91ᵗʰ pctl

more crowded than 91% of tracked stocks

Institutional Value

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total position value across all 13F filers

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Institutional Holders

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Insider activity is unavailable for this company.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

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No collected fundamentals for a debt & leverage analysis.

No collected fundamentals for this company, so none of the analysis below can be computed.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisHighly Crowded

Holders118of 2,417

Avg: 46

Uncrowded91th percentileCrowded

Crowding AnalysisHighly Crowded

Holders118of 2,417

Avg: 46

Uncrowded91th percentileCrowded

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)