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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
428
shares
|
$25,016
0.0% of portfolio
|
Q2 2025
Added 265.81%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
414
shares
|
$24,198
0.0% of portfolio
|
Q1 2023
Reduced 49.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
404
shares
|
$23,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
392
shares
|
$22,912
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
391
shares
|
$22,853
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
380
shares
|
$22,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
379
shares
|
$22,152
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
370
shares
|
$21,626
0.01% of portfolio
|
Q1 2024
Reduced 26.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
353
shares
|
$20,632
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
330
shares
|
$19,288
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
327
shares
|
$19,113
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
295
shares
|
$17,242
0.0% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
292
shares
|
$17,067
0.0% of portfolio
|
Q2 2025
Reduced 66.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
283
shares
|
$16,541
0.0% of portfolio
|
Q2 2025
Added 91.22%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
268
shares
|
$15,664
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
256
shares
|
$14,963
0.0% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
246
shares
|
$14,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
242
shares
|
$14,144
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
239
shares
|
$13,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
234
shares
|
$13,677
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
225
shares
|
$13,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
220
shares
|
$12,859
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
207
shares
|
$12,099
0.0% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
205
shares
|
$11,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$11,690
0.0% of portfolio
|
Q2 2025
New holding
|