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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,460
shares
|
$89,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
1,358
shares
|
$83,082
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
1,295
shares
|
$79,228
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,288
shares
|
$78,799
0.04% of portfolio
|
Q4 2023
Added 83.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,282
shares
|
$78,432
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,280
shares
|
$78,310
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,279
shares
|
$78,249
0.03% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$73,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,200
shares
|
$73,416
0.0% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
1,148
shares
|
$70,234
0.01% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,116
shares
|
$68,276
0.0% of portfolio
|
Q2 2025
Added 295.74%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,100
shares
|
$67,298
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,074
shares
|
$65,707
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
1,067
shares
|
$65,279
0.02% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,049
shares
|
$64,177
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,042
shares
|
$63,749
0.0% of portfolio
|
Q1 2025
Added 32.23%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,025
shares
|
$62,709
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$61,180
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
986
shares
|
$60,323
0.01% of portfolio
|
Q1 2025
Reduced 89.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
986
shares
|
$60,323
0.0% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
963
shares
|
$58,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
963
shares
|
$58,916
0.01% of portfolio
|
Q1 2024
Reduced 84.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
953
shares
|
$58,304
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
925
shares
|
$56,591
0.02% of portfolio
|
Q2 2025
Added 36.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
879
shares
|
$53,777
0.0% of portfolio
|
Q3 2024
New holding
|