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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$222,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
3,563
shares
|
$221,832
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,496
shares
|
$217,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,437
shares
|
$213,987
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,403
shares
|
$211,870
0.0% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,310
shares
|
$206,080
0.01% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,221
shares
|
$200,539
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,131
shares
|
$194,936
0.0% of portfolio
|
Q2 2024
Added 19.55%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,063
shares
|
$190,702
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,994
shares
|
$186,406
0.15% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,844
shares
|
$177,067
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,771
shares
|
$172,522
0.0% of portfolio
|
Q4 2022
Reduced 7.57%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,760
shares
|
$171,837
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,388
shares
|
$148,676
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,233
shares
|
$139,026
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,087
shares
|
$129,936
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
2,082
shares
|
$129,625
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,903
shares
|
$118,480
0.01% of portfolio
|
Q3 2019
Reduced 20.48%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,899
shares
|
$118,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,871
shares
|
$116,488
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,719
shares
|
$107,024
0.07% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
1,669
shares
|
$103,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,667
shares
|
$103,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,518
shares
|
$94,510
0.17% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
1,358
shares
|
$84,549
0.06% of portfolio
|
Q2 2025
New holding
|