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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,668
shares
|
$352,889
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,658
shares
|
$352,267
0.0% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,544
shares
|
$345,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,509
shares
|
$342,990
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,457
shares
|
$339,752
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,332
shares
|
$331,970
0.02% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
5,242
shares
|
$326,366
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
5,184
shares
|
$322,755
0.19% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,179
shares
|
$322,444
0.0% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jul 17, 2025 Q2 2025 |
5,135
shares
|
$319,705
0.07% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,074
shares
|
$315,907
0.0% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,052
shares
|
$314,537
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
5,039
shares
|
$313,728
0.0% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
5,029
shares
|
$313,105
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,024
shares
|
$312,794
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,000
shares
|
$311,300
0.05% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
5,000
shares
|
$311,300
0.13% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
4,985
shares
|
$310,366
0.02% of portfolio
|
Q4 2022
Reduced 17.66%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,961
shares
|
$308,871
0.05% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,838
shares
|
$301,213
0.0% of portfolio
|
Q1 2025
Reduced 38.98%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
4,829
shares
|
$300,653
0.0% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,807
shares
|
$299,283
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,800
shares
|
$298,848
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,722
shares
|
$293,991
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,666
shares
|
$290,505
0.01% of portfolio
|
Q1 2025
Added 13.61%
|