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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,084
shares
|
$360,233
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
6,031
shares
|
$357,095
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,026
shares
|
$356,799
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
5,924
shares
|
$350,760
0.16% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,901
shares
|
$349,398
0.1% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
5,811
shares
|
$344,069
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
5,747
shares
|
$340,279
0.01% of portfolio
|
Q2 2025
Added 784.15%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
5,699
shares
|
$337,437
0.05% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,632
shares
|
$333,470
0.01% of portfolio
|
Q3 2025
Added 65.16%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
5,602
shares
|
$331,694
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
5,483
shares
|
$324,648
0.0% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,394
shares
|
$319,378
0.01% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,332
shares
|
$315,707
0.02% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
5,300
shares
|
$313,813
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,183
shares
|
$306,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,179
shares
|
$306,648
0.0% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,157
shares
|
$305,345
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
5,000
shares
|
$296,050
0.13% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
5,000
shares
|
$296,050
0.04% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
4,985
shares
|
$295,161
0.02% of portfolio
|
Q4 2022
Reduced 17.66%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
4,967
shares
|
$294,096
0.07% of portfolio
|
Q3 2025
Added 664.15%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
4,905
shares
|
$290,425
0.14% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,876
shares
|
$288,707
0.0% of portfolio
|
Q3 2025
Added 47.53%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,745
shares
|
$280,951
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
4,734
shares
|
$280,300
0.2% of portfolio
|
Q3 2025
Added 450.47%
|
|