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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
187
shares
|
$10,930
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
170
shares
|
$9,936
0.0% of portfolio
|
Q4 2024
Reduced 77.09%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$9,878
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
165
shares
|
$9,644
0.0% of portfolio
|
Q2 2022
Reduced 78.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
164
shares
|
$9,585
0.0% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
150
shares
|
$8,767
0.01% of portfolio
|
Q3 2023
Reduced 50.66%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
137
shares
|
$8,007
0.0% of portfolio
|
Q2 2025
Added 953.85%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
137
shares
|
$8,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
136
shares
|
$7,949
0.0% of portfolio
|
Q2 2025
Added 806.67%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
125
shares
|
$7,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
122
shares
|
$7,130
0.0% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
122
shares
|
$7,130
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
106
shares
|
$6,195
0.0% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
99
shares
|
$5,786
0.0% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
94
shares
|
$5,494
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
93
shares
|
$5,435
0.0% of portfolio
|
Q2 2025
Added 151.35%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
64
shares
|
$3,740
0.0% of portfolio
|
Q1 2025
Added 392.31%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
48
shares
|
$2,805
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
36
shares
|
$2,104
0.0% of portfolio
|
Q2 2022
Reduced 93.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
34
shares
|
$1,987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
33
shares
|
$1,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
25
shares
|
$1,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,169
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
18
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8
shares
|
$467
0.0% of portfolio
|
Q2 2025
New holding
|