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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
460
shares
|
$27,236
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
456
shares
|
$26,999
0.0% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
414
shares
|
$24,512
0.0% of portfolio
|
Q1 2023
Reduced 49.14%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
386
shares
|
$22,855
0.0% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
353
shares
|
$20,901
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
334
shares
|
$19,776
0.0% of portfolio
|
Q3 2025
Reduced 39.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
330
shares
|
$19,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
327
shares
|
$19,361
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
317
shares
|
$18,769
0.0% of portfolio
|
Q3 2025
Reduced 67.08%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
289
shares
|
$17,111
0.01% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
283
shares
|
$16,756
0.0% of portfolio
|
Q2 2025
Added 91.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
268
shares
|
$15,868
0.0% of portfolio
|
Q3 2025
Added 63.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
256
shares
|
$15,157
0.0% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
246
shares
|
$14,565
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
244
shares
|
$14,447
0.0% of portfolio
|
Q3 2025
Reduced 35.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
241
shares
|
$14,269
0.0% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
234
shares
|
$13,855
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
225
shares
|
$13,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
220
shares
|
$13,026
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
205
shares
|
$12,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
187
shares
|
$11,072
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
185
shares
|
$10,953
0.0% of portfolio
|
Q3 2025
Reduced 23.55%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$10,006
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
165
shares
|
$9,769
0.0% of portfolio
|
Q2 2022
Reduced 78.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
164
shares
|
$9,710
0.0% of portfolio
|
Q3 2025
New holding
|
|