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 482 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
35,192
shares
|
$1.99 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
34,097
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
32,982
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
32,616
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.56%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
32,226
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
29,802
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
28,740
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
28,400
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 25, 2025 Q4 2024 |
27,772
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
27,582
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
27,168
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
26,727
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
26,561
shares
|
$1.5 Million
0.54% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
26,384
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
25,110
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
24,866
shares
|
$1.4 Million
0.3% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
24,743
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
24,183
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,867
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
23,633
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital World Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
23,043
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
22,000
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
21,807
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,157
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
20,992
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.59%
|