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 479 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
9,247
shares
|
$517,647
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
9,200
shares
|
$515,016
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,152
shares
|
$512,328
0.0% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
8,891
shares
|
$497,718
0.04% of portfolio
|
Q3 2024
Added 27.34%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
8,860
shares
|
$495,982
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,789
shares
|
$492,008
0.0% of portfolio
|
Q4 2024
Reduced 93.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
8,778
shares
|
$491,392
0.04% of portfolio
|
Q4 2024
Added 105.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,719
shares
|
$488,089
0.0% of portfolio
|
Q3 2023
Added 11.35%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,643
shares
|
$483,835
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
8,631
shares
|
$483,163
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
8,400
shares
|
$470,232
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8,286
shares
|
$463,850
0.0% of portfolio
|
Q4 2024
Added 40.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
8,279
shares
|
$463,458
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
8,148
shares
|
$456,125
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
8,075
shares
|
$452,038
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
7,928
shares
|
$443,809
0.0% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,838
shares
|
$438,771
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,812
shares
|
$437,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,799
shares
|
$436,588
0.02% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,789
shares
|
$436,028
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
7,714
shares
|
$431,829
0.13% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,622
shares
|
$426,679
0.0% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,491
shares
|
$419,346
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
7,313
shares
|
$409,381
0.0% of portfolio
|
Q4 2024
Added 43.31%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
7,061
shares
|
$395,274
0.01% of portfolio
|
Q4 2024
Added 1.98%
|