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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
7,714
shares
|
$480,273
0.13% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,491
shares
|
$466,389
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
7,418
shares
|
$461,844
0.02% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,326
shares
|
$456,116
0.0% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,280
shares
|
$453,252
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,000
shares
|
$435,820
0.12% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,982
shares
|
$434,699
0.03% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
6,891
shares
|
$429,033
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,875
shares
|
$428,037
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
6,667
shares
|
$415,087
0.03% of portfolio
|
Q2 2020
Reduced 1.48%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
6,455
shares
|
$401,888
0.14% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
6,383
shares
|
$397,405
0.18% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
6,335
shares
|
$394,417
0.0% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,296
shares
|
$391,988
0.01% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
6,279
shares
|
$390,930
0.03% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,245
shares
|
$388,813
0.02% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,088
shares
|
$379,038
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
6,031
shares
|
$375,490
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,026
shares
|
$375,178
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,937
shares
|
$369,637
0.11% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,894
shares
|
$366,960
0.02% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
5,872
shares
|
$365,590
0.17% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
5,790
shares
|
$360,485
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
5,776
shares
|
$359,613
0.01% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
5,747
shares
|
$357,808
0.02% of portfolio
|
Q2 2025
Added 784.15%
|