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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
4,728
shares
|
$279,944
0.0% of portfolio
|
Q3 2025
Reduced 76.31%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,722
shares
|
$279,589
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,710
shares
|
$278,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,705
shares
|
$278,583
0.0% of portfolio
|
Q3 2025
Reduced 56.72%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,700
shares
|
$278,287
0.01% of portfolio
|
Q3 2025
Reduced 94.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
4,617
shares
|
$273,372
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,568
shares
|
$270,471
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,544
shares
|
$269,050
0.01% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,544
shares
|
$269,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
4,468
shares
|
$264,550
0.02% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,459
shares
|
$264,017
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
4,379
shares
|
$259,280
0.07% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
4,339
shares
|
$256,912
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,317
shares
|
$255,609
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,314
shares
|
$255,431
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,265
shares
|
$252,530
0.01% of portfolio
|
Q2 2021
Reduced 1.68%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,233
shares
|
$250,635
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
4,177
shares
|
$247,320
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,153
shares
|
$245,899
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,122
shares
|
$244,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,106
shares
|
$243,116
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
4,083
shares
|
$241,754
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,081
shares
|
$241,636
0.0% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,066
shares
|
$240,747
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,061
shares
|
$240,451
0.15% of portfolio
|
Q1 2025
New holding
|
|