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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$10,521
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
165
shares
|
$10,272
0.0% of portfolio
|
Q2 2022
Reduced 78.71%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
150
shares
|
$9,339
0.01% of portfolio
|
Q3 2023
Reduced 50.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
148
shares
|
$9,214
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
136
shares
|
$8,467
0.0% of portfolio
|
Q2 2025
Added 806.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
135
shares
|
$8,405
0.0% of portfolio
|
Q4 2024
Added 90.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
122
shares
|
$7,595
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
122
shares
|
$7,595
0.0% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
117
shares
|
$7,284
0.0% of portfolio
|
Q1 2025
Added 290.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
106
shares
|
$6,599
0.0% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
99
shares
|
$6,163
0.0% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
94
shares
|
$5,852
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
64
shares
|
$3,984
0.0% of portfolio
|
Q1 2025
Added 392.31%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
57
shares
|
$3,548
0.0% of portfolio
|
Q4 2023
Reduced 53.28%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
48
shares
|
$2,988
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
37
shares
|
$2,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
36
shares
|
$2,241
0.0% of portfolio
|
Q2 2022
Reduced 93.44%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
33
shares
|
$2,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
25
shares
|
$1,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
20
shares
|
$1,245
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
18
shares
|
$1,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
13
shares
|
$809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8
shares
|
$498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
5
shares
|
$311
0.0% of portfolio
|
Q1 2025
New holding
|