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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,460
shares
|
$85,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,391
shares
|
$81,303
0.0% of portfolio
|
Q2 2025
Added 75.85%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
1,358
shares
|
$79,375
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
1,295
shares
|
$75,692
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,288
shares
|
$75,283
0.04% of portfolio
|
Q4 2023
Added 83.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,282
shares
|
$74,932
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,280
shares
|
$74,816
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,279
shares
|
$74,757
0.03% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$70,140
0.0% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$70,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,116
shares
|
$65,230
0.0% of portfolio
|
Q2 2025
Added 295.74%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,100
shares
|
$64,295
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,074
shares
|
$62,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,049
shares
|
$61,314
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,041
shares
|
$60,846
0.0% of portfolio
|
Q2 2025
Added 134.99%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,025
shares
|
$59,911
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$58,450
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
991
shares
|
$57,923
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
963
shares
|
$56,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
963
shares
|
$56,287
0.01% of portfolio
|
Q1 2024
Reduced 84.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
953
shares
|
$55,702
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
925
shares
|
$54,066
0.02% of portfolio
|
Q2 2025
Added 36.83%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
919
shares
|
$53,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
891
shares
|
$52,078
0.01% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
874
shares
|
$51,085
0.02% of portfolio
|
Q4 2024
Reduced 5.41%
|