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 |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
19,403
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,196
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,690
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
18,227
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
17,740
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
17,476
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 91.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
17,454
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,449
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 117.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,930
shares
|
$931,108
0.0% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
15,732
shares
|
$919,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
15,323
shares
|
$895,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
15,247
shares
|
$891,187
0.03% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,090
shares
|
$882,010
0.01% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Hap Trading, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$876,750
0.13% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
14,835
shares
|
$867,105
0.0% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
14,311
shares
|
$836,477
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
13,929
shares
|
$814,150
0.04% of portfolio
|
Q2 2025
Added 58.68%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
12,955
shares
|
$757,219
0.03% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
12,907
shares
|
$754,414
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,802
shares
|
$748,276
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
12,367
shares
|
$722,851
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
12,336
shares
|
$721,039
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
11,876
shares
|
$694,152
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
11,822
shares
|
$690,995
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,482
shares
|
$671,122
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|