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 |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
3,332
shares
|
$197,287
0.01% of portfolio
|
Q3 2025
Reduced 95.05%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,221
shares
|
$190,715
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,221
shares
|
$190,715
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,131
shares
|
$185,386
0.0% of portfolio
|
Q2 2024
Added 19.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,010
shares
|
$178,222
0.0% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$177,630
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,994
shares
|
$177,274
0.13% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
2,860
shares
|
$169,340
0.02% of portfolio
|
Q3 2025
Reduced 42.35%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,844
shares
|
$168,393
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,823
shares
|
$167,149
0.0% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,771
shares
|
$164,070
0.0% of portfolio
|
Q4 2022
Reduced 7.57%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,771
shares
|
$164,070
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,728
shares
|
$161,524
0.01% of portfolio
|
Q3 2025
Added 86.85%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,655
shares
|
$157,202
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
2,490
shares
|
$147,432
0.0% of portfolio
|
Q3 2025
Added 49.19%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
2,396
shares
|
$141,867
0.0% of portfolio
|
Q3 2025
Reduced 96.91%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,388
shares
|
$141,393
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2,268
shares
|
$134,288
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,203
shares
|
$130,439
0.0% of portfolio
|
Q3 2025
Reduced 82.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,136
shares
|
$126,472
0.0% of portfolio
|
Q3 2025
Reduced 50.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,106
shares
|
$124,696
0.01% of portfolio
|
Q3 2025
Added 21.45%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,057
shares
|
$121,794
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
1,981
shares
|
$117,295
0.0% of portfolio
|
Q3 2025
Added 571.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,903
shares
|
$112,676
0.01% of portfolio
|
Q3 2019
Reduced 20.48%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,899
shares
|
$112,439
0.0% of portfolio
|
Q1 2025
New holding
|
|