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 |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
4,794
shares
|
$280,209
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,777
shares
|
$279,215
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,722
shares
|
$276,000
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,618
shares
|
$269,922
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,542
shares
|
$265,479
0.0% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,459
shares
|
$260,628
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
4,383
shares
|
$256,186
0.03% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
4,379
shares
|
$255,952
0.08% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,341
shares
|
$253,731
0.0% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
4,339
shares
|
$253,614
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,318
shares
|
$252,387
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,312
shares
|
$252,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,265
shares
|
$249,289
0.01% of portfolio
|
Q2 2021
Reduced 1.68%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
4,177
shares
|
$244,145
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,131
shares
|
$241,456
0.01% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,125
shares
|
$241,106
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,122
shares
|
$240,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
4,076
shares
|
$238,242
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,065
shares
|
$237,599
0.0% of portfolio
|
Q2 2025
Reduced 94.38%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
4,061
shares
|
$237,365
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,058
shares
|
$237,190
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,909
shares
|
$228,481
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,902
shares
|
$228,071
0.01% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,898
shares
|
$227,838
0.05% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,854
shares
|
$225,266
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|