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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,848
shares
|
$224,915
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,802
shares
|
$222,226
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,757
shares
|
$219,596
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
3,740
shares
|
$218,603
0.0% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,683
shares
|
$215,271
0.0% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,654
shares
|
$213,576
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
3,630
shares
|
$212,173
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,608
shares
|
$210,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$208,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,563
shares
|
$208,257
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
3,500
shares
|
$204,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
3,450
shares
|
$201,652
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,410
shares
|
$199,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
3,403
shares
|
$198,905
0.01% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,361
shares
|
$196,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,308
shares
|
$193,352
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,305
shares
|
$193,177
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,253
shares
|
$190,137
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,221
shares
|
$188,267
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,221
shares
|
$188,267
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,216
shares
|
$187,975
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,190
shares
|
$186,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,188
shares
|
$186,338
0.04% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,182
shares
|
$185,987
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
3,148
shares
|
$184,000
0.02% of portfolio
|
Q2 2025
New holding
|