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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
26,582
shares
|
$1.55 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
26,488
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
26,300
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
25,533
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
25,231
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
24,866
shares
|
$1.45 Million
0.3% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,728
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
24,472
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
23,762
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,823
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,458
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 55.6%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
22,416
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
22,222
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
Added 141.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,102
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 61.98%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
22,000
shares
|
$1.29 Million
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,915
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 46.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,878
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
21,378
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,157
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
20,726
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,700
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,493
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,257
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
20,239
shares
|
$1.18 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
19,962
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 1.94%
|