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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,131
shares
|
$183,006
0.0% of portfolio
|
Q2 2024
Added 19.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,124
shares
|
$182,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,119
shares
|
$182,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,111
shares
|
$181,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,103
shares
|
$181,370
0.01% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,063
shares
|
$179,032
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,994
shares
|
$174,999
0.15% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,844
shares
|
$166,231
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,771
shares
|
$161,964
0.0% of portfolio
|
Q4 2022
Reduced 7.57%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,746
shares
|
$160,503
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
2,655
shares
|
$155,184
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,388
shares
|
$139,578
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,233
shares
|
$130,518
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,057
shares
|
$120,231
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,021
shares
|
$118,127
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,903
shares
|
$111,230
0.02% of portfolio
|
Q3 2019
Reduced 20.48%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,899
shares
|
$110,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,873
shares
|
$109,476
0.0% of portfolio
|
Q2 2025
Added 347.02%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,871
shares
|
$109,359
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,741
shares
|
$101,761
0.02% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,734
shares
|
$101,352
0.01% of portfolio
|
Q2 2025
Added 66.41%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,719
shares
|
$100,475
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
|
$97,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
1,553
shares
|
$90,772
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,518
shares
|
$88,727
0.17% of portfolio
|
Q3 2023
Added 0.4%
|