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 490 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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
10,991
shares
|
$650,777
0.0% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
10,801
shares
|
$639,527
0.0% of portfolio
|
Q3 2025
Added 208.6%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
10,801
shares
|
$639,527
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,519
shares
|
$622,829
0.16% of portfolio
|
Q3 2021
Reduced 29.96%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,357
shares
|
$613,237
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
10,026
shares
|
$593,639
0.08% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,986
shares
|
$591,271
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
9,883
shares
|
$585,172
0.0% of portfolio
|
Q3 2025
Reduced 96.8%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
9,800
shares
|
$580,258
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,671
shares
|
$572,619
0.0% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
9,647
shares
|
$571,198
0.05% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
9,612
shares
|
$569,126
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
9,565
shares
|
$566,343
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
9,174
shares
|
$543,192
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
8,981
shares
|
$531,765
0.06% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,808
shares
|
$521,521
0.0% of portfolio
|
Q3 2025
Added 2217.89%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
8,745
shares
|
$517,791
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,719
shares
|
$516,251
0.0% of portfolio
|
Q3 2023
Added 11.35%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,648
shares
|
$512,048
0.0% of portfolio
|
Q3 2025
Added 112.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,586
shares
|
$508,377
0.0% of portfolio
|
Q3 2025
Added 33.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,568
shares
|
$507,311
0.02% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,507
shares
|
$503,699
0.26% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
8,493
shares
|
$502,870
0.01% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,485
shares
|
$502,396
0.0% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
8,400
shares
|
$497,364
0.03% of portfolio
|
Q2 2024
New holding
|
|