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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
392
shares
|
$24,405
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
391
shares
|
$24,343
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
391
shares
|
$24,343
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
380
shares
|
$23,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
379
shares
|
$23,596
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
370
shares
|
$23,036
0.01% of portfolio
|
Q1 2024
Reduced 26.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
355
shares
|
$22,102
0.0% of portfolio
|
Q3 2020
Reduced 77.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
353
shares
|
$21,977
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
331
shares
|
$20,608
0.0% of portfolio
|
Q4 2024
Added 79.89%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
330
shares
|
$20,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
327
shares
|
$20,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
289
shares
|
$17,993
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
275
shares
|
$17,121
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
256
shares
|
$15,938
0.0% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
246
shares
|
$15,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
242
shares
|
$15,066
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
239
shares
|
$14,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
234
shares
|
$14,568
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
225
shares
|
$14,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
220
shares
|
$13,697
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
205
shares
|
$12,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
187
shares
|
$11,642
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
186
shares
|
$11,580
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
178
shares
|
$11,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
170
shares
|
$10,584
0.0% of portfolio
|
Q4 2024
Reduced 77.09%
|