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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
17,426
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
17,072
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
15,900
shares
|
$989,934
0.0% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,407
shares
|
$959,239
0.0% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,319
shares
|
$953,760
0.0% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,090
shares
|
$939,503
0.01% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,967
shares
|
$931,845
0.0% of portfolio
|
Q1 2025
Reduced 82.26%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
14,504
shares
|
$903,019
0.01% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
14,362
shares
|
$894,178
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
14,309
shares
|
$890,878
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,625
shares
|
$848,292
0.01% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
13,358
shares
|
$831,669
0.0% of portfolio
|
Q1 2025
Added 120.87%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
12,907
shares
|
$803,589
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,885
shares
|
$802,220
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
12,641
shares
|
$787,028
0.0% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
12,540
shares
|
$780,740
0.02% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
12,367
shares
|
$769,969
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
12,044
shares
|
$749,859
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,886
shares
|
$740,022
0.05% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,709
shares
|
$729,002
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,546
shares
|
$718,853
0.0% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,482
shares
|
$714,869
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,253
shares
|
$700,611
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
11,100
shares
|
$691,086
0.0% of portfolio
|
Q4 2024
Reduced 36.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,953
shares
|
$681,933
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|