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 491 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
23,485
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2025
Reduced 35.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,444
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
22,784
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
22,089
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
22,074
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
22,000
shares
|
$1.3 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
21,825
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,157
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
20,797
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,541
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
20,536
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
20,495
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
20,491
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
20,259
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
20,239
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
20,125
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,840
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
18,672
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Added 50.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
18,264
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,093
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,059
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
17,454
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
17,157
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
16,338
shares
|
$967,372
0.06% of portfolio
|
Q3 2025
Added 38.2%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
16,324
shares
|
$966,544
0.12% of portfolio
|
Q3 2025
New holding
|
|