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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
800
shares
|
$49,808
0.0% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
797
shares
|
$49,621
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
791
shares
|
$49,247
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
787
shares
|
$48,998
0.0% of portfolio
|
Q1 2024
Reduced 29.23%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
750
shares
|
$46,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
748
shares
|
$46,570
0.0% of portfolio
|
Q2 2023
Added 450.0%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
681
shares
|
$42,399
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
678
shares
|
$42,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
665
shares
|
$41,402
0.01% of portfolio
|
Q1 2025
Added 53.23%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
619
shares
|
$38,538
0.03% of portfolio
|
Q1 2025
Added 164.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
576
shares
|
$35,861
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
552
shares
|
$34,367
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
530
shares
|
$32,997
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
500
shares
|
$31,130
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$31,130
0.0% of portfolio
|
Q3 2023
Reduced 33.42%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
491
shares
|
$30,569
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
473
shares
|
$29,448
0.01% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
465
shares
|
$28,950
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
461
shares
|
$28,701
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
460
shares
|
$28,639
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
443
shares
|
$27,581
0.0% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
438
shares
|
$27,269
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
419
shares
|
$26,086
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
414
shares
|
$25,775
0.0% of portfolio
|
Q1 2023
Reduced 49.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
404
shares
|
$25,153
0.0% of portfolio
|
Q4 2024
New holding
|