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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
1,871
shares
|
$110,781
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,850
shares
|
$109,538
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,833
shares
|
$108,531
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,741
shares
|
$103,084
0.02% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,719
shares
|
$101,781
0.06% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,553
shares
|
$91,953
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,518
shares
|
$89,880
0.17% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,302
shares
|
$77,091
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,295
shares
|
$76,676
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,288
shares
|
$76,262
0.03% of portfolio
|
Q4 2023
Added 83.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,280
shares
|
$75,788
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,279
shares
|
$75,729
0.03% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,200
shares
|
$71,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$71,052
0.0% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$71,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,100
shares
|
$65,131
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,091
shares
|
$64,598
0.0% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
1,091
shares
|
$64,598
0.0% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,078
shares
|
$63,828
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,074
shares
|
$63,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,073
shares
|
$63,532
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,049
shares
|
$62,111
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,026
shares
|
$60,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,025
shares
|
$60,690
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$59,210
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|