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 496 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
11,297
shares
|
$660,309
0.0% of portfolio
|
Q2 2025
Added 6545.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,218
shares
|
$655,692
0.0% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,870
shares
|
$635,351
0.0% of portfolio
|
Q2 2025
Added 114.23%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,801
shares
|
$631,318
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,798
shares
|
$631,143
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,628
shares
|
$621,206
0.0% of portfolio
|
Q1 2025
Added 39.44%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,519
shares
|
$614,835
0.16% of portfolio
|
Q3 2021
Reduced 29.96%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,512
shares
|
$614,426
0.0% of portfolio
|
Q2 2025
Added 43.49%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
10,461
shares
|
$611,445
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,444
shares
|
$610,451
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
10,357
shares
|
$605,366
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
10,335
shares
|
$604,080
0.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
9,937
shares
|
$580,817
0.0% of portfolio
|
Q2 2025
Reduced 31.49%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
9,800
shares
|
$572,810
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
9,647
shares
|
$563,867
0.06% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
9,369
shares
|
$547,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,220
shares
|
$538,909
0.0% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
9,191
shares
|
$537,213
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,841
shares
|
$516,756
0.0% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,807
shares
|
$514,769
0.04% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,719
shares
|
$509,625
0.0% of portfolio
|
Q3 2023
Added 11.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,568
shares
|
$500,799
0.02% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
8,510
shares
|
$497,409
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
8,493
shares
|
$496,415
0.01% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
8,400
shares
|
$490,980
0.03% of portfolio
|
Q2 2024
New holding
|