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 |
|---|---|---|---|---|---|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
6,031
shares
|
$352,511
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,026
shares
|
$352,219
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,937
shares
|
$347,017
0.11% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
5,924
shares
|
$346,257
0.18% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,897
shares
|
$344,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,811
shares
|
$339,652
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
5,790
shares
|
$338,425
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,749
shares
|
$336,029
0.0% of portfolio
|
Q2 2025
Reduced 87.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
5,747
shares
|
$335,912
0.02% of portfolio
|
Q2 2025
Added 784.15%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
5,699
shares
|
$333,106
0.07% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,658
shares
|
$330,710
0.01% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,598
shares
|
$327,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
5,556
shares
|
$324,748
0.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,556
shares
|
$324,748
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,394
shares
|
$315,279
0.02% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,332
shares
|
$311,655
0.02% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
5,184
shares
|
$303,004
0.19% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,179
shares
|
$302,712
0.0% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,151
shares
|
$301,075
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jul 17, 2025 Q2 2025 |
5,135
shares
|
$300,140
0.07% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,017
shares
|
$293,243
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$292,250
0.05% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
5,000
shares
|
$292,250
0.13% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,985
shares
|
$291,373
0.02% of portfolio
|
Q4 2022
Reduced 17.66%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,961
shares
|
$289,970
0.05% of portfolio
|
Q2 2025
Reduced 2.19%
|