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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
151
shares
|
$8,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$8,881
0.0% of portfolio
|
Q3 2025
Reduced 59.46%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
150
shares
|
$8,881
0.01% of portfolio
|
Q3 2023
Reduced 50.66%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
139
shares
|
$8,230
0.0% of portfolio
|
Q3 2025
Added 49.46%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
136
shares
|
$8,052
0.0% of portfolio
|
Q2 2025
Added 806.67%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
135
shares
|
$7,993
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
122
shares
|
$7,223
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
122
shares
|
$7,223
0.0% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
107
shares
|
$6,335
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
99
shares
|
$5,861
0.0% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
94
shares
|
$5,565
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
54
shares
|
$3,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
48
shares
|
$2,842
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
44
shares
|
$2,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
36
shares
|
$2,131
0.0% of portfolio
|
Q2 2022
Reduced 93.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
25
shares
|
$1,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
20
shares
|
$1,184
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$1,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
12
shares
|
$710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
8
shares
|
$473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$355
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|