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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
25,210
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
24,889
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
24,866
shares
|
$1.55 Million
0.3% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
24,728
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,658
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 43.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
23,075
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,000
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
22,416
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
22,222
shares
|
$1.38 Million
0.22% of portfolio
|
Q1 2025
Added 141.54%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
22,000
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
21,859
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,157
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,667
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
20,239
shares
|
$1.26 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
19,846
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
19,798
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
19,583
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
19,324
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,196
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,736
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,298
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
18,264
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 120.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
18,210
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
17,740
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
17,454
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 100.0%
|