Institutional Ownership Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF). We have compiled data on the 470 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,953
shares
|
$681,933
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,801
shares
|
$672,470
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,798
shares
|
$672,283
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,628
shares
|
$661,699
0.0% of portfolio
|
Q1 2025
Added 39.44%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,519
shares
|
$654,912
0.16% of portfolio
|
Q3 2021
Reduced 29.96%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,504
shares
|
$653,979
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,444
shares
|
$650,243
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
10,335
shares
|
$643,457
0.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,862
shares
|
$614,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
9,647
shares
|
$600,622
0.06% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
9,191
shares
|
$572,231
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
8,778
shares
|
$546,518
0.04% of portfolio
|
Q4 2024
Added 105.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,719
shares
|
$542,844
0.0% of portfolio
|
Q3 2023
Added 11.35%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
8,677
shares
|
$540,230
0.07% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
8,493
shares
|
$528,774
0.01% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,452
shares
|
$526,221
0.04% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
8,400
shares
|
$522,984
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,190
shares
|
$509,909
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,185
shares
|
$509,598
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,135
shares
|
$506,485
0.01% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
8,109
shares
|
$504,866
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,096
shares
|
$504,056
0.0% of portfolio
|
Q1 2025
Added 5297.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,022
shares
|
$499,449
0.0% of portfolio
|
Q1 2025
Added 113.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,799
shares
|
$485,565
0.02% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,789
shares
|
$484,943
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|