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 |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
8,389
shares
|
$490,337
0.01% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,191
shares
|
$478,763
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
8,109
shares
|
$473,971
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,060
shares
|
$471,107
0.0% of portfolio
|
Q2 2025
Reduced 86.09%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
7,966
shares
|
$465,612
0.15% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,799
shares
|
$455,851
0.02% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,491
shares
|
$437,848
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,105
shares
|
$415,287
0.02% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,000
shares
|
$409,150
0.12% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
6,952
shares
|
$406,344
0.25% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
6,877
shares
|
$401,960
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
6,721
shares
|
$392,842
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
6,700
shares
|
$391,615
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
6,667
shares
|
$389,686
0.03% of portfolio
|
Q2 2020
Reduced 1.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,665
shares
|
$389,569
0.03% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,513
shares
|
$380,684
0.03% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,463
shares
|
$377,762
0.0% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
6,455
shares
|
$377,294
0.11% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,420
shares
|
$375,249
0.0% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
6,383
shares
|
$373,086
0.2% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
6,334
shares
|
$370,222
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,260
shares
|
$365,897
0.02% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,245
shares
|
$365,020
0.02% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
6,229
shares
|
$364,085
0.0% of portfolio
|
Q2 2025
Reduced 53.37%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
6,056
shares
|
$353,973
0.04% of portfolio
|
Q2 2025
New holding
|