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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,639
shares
|
$288,824
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
4,595
shares
|
$286,084
0.08% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
4,590
shares
|
$285,773
0.05% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,459
shares
|
$277,617
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
4,383
shares
|
$272,885
0.03% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,365
shares
|
$271,764
0.01% of portfolio
|
Q1 2025
Reduced 61.94%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
4,339
shares
|
$270,146
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,330
shares
|
$269,585
0.01% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,265
shares
|
$265,538
0.01% of portfolio
|
Q2 2021
Reduced 1.68%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
4,177
shares
|
$260,060
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
4,147
shares
|
$258,192
0.01% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,125
shares
|
$256,822
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
4,083
shares
|
$254,207
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,061
shares
|
$252,837
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
4,030
shares
|
$250,907
0.01% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Heathbridge Capital Management Ltd.
|
May 02, 2025 Q1 2025 |
4,000
shares
|
$249,040
0.1% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,909
shares
|
$243,374
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
3,898
shares
|
$242,689
0.04% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
3,854
shares
|
$239,950
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,848
shares
|
$239,576
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,757
shares
|
$233,910
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,725
shares
|
$231,918
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,635
shares
|
$226,315
0.0% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
3,611
shares
|
$224,820
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,585
shares
|
$223,202
0.0% of portfolio
|
Q3 2024
Reduced 16.72%
|