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 492 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 |
|---|---|---|---|---|---|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
8,400
shares
|
$497,364
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
8,342
shares
|
$493,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,245
shares
|
$488,186
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
8,161
shares
|
$483,212
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
8,150
shares
|
$482,561
0.29% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
8,126
shares
|
$481,140
0.11% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
8,032
shares
|
$475,574
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,799
shares
|
$461,778
0.02% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,658
shares
|
$453,430
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,491
shares
|
$443,542
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
7,000
shares
|
$414,470
0.13% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,899
shares
|
$408,489
0.0% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
6,886
shares
|
$407,720
0.01% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
6,831
shares
|
$404,463
0.01% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,756
shares
|
$400,022
0.02% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
6,700
shares
|
$396,707
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
6,678
shares
|
$395,404
0.03% of portfolio
|
Q3 2025
Reduced 78.4%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
6,667
shares
|
$394,753
0.02% of portfolio
|
Q2 2020
Reduced 1.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
6,665
shares
|
$394,634
0.03% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
6,604
shares
|
$391,022
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
6,542
shares
|
$387,351
0.09% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
6,520
shares
|
$386,049
0.22% of portfolio
|
Q3 2025
Added 88.99%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,431
shares
|
$380,779
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
6,383
shares
|
$377,937
0.16% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,260
shares
|
$370,654
0.01% of portfolio
|
Q2 2025
Added 14.72%
|
|