SLF · Company research
Sun Life Financial Inc. (SLF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MAVERICK CAPITAL LTD | 934639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2981 | 233811 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4341 | 340450 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966 | 154171 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372413 | 29204627 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rempart Asset Management Inc. | 1844571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3685 | 288746 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1719 | 134804 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317342 | 24906455 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69 | 5411 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| SYON CAPITAL LLC | 1999353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14399 | 1129170 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4909410 | 385447598 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9766 | 765842 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25510 | 2000531 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23770 | 1864461 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2783 | 218243 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Murchinson Ltd. | 1838556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65000 | 5097300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VILLERE ST DENIS J & CO LLC | 1113629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4177 | 327560 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5229 | 410058 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19476 | 1527324 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4987 | 391048 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 925356 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ballast, Inc. | 1730477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4083 | 320189 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1120082 | 87836831 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FRANKLIN STREET ADVISORS INC /NC | 1010873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3170 | 248591 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90986 | 7140946 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 387125 | 26575240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Perkins Coie Trust Co | 1513038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1871 | 146723 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6370400 | 499653469 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61722 | 4833471 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5506 | 431781 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050 | 82341 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3140 | 246239 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160789 | 12619457 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1657 | 129942 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WASHINGTON TRUST Co | 1079736 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4230 | 331717 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 2 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6919 | 542588 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LETKO, BROSSEAU & ASSOCIATES INC | 1297496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3144427 | 246789037 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5363 | 420567 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1632105 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3848 | 301760 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 576 | 45170 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Lester Murray Antman dba SimplyRich | 1725888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10505 | 823 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8805 | 690488 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39786 | 3120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1140334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2691 | 210996 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3657 | 286782 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110023 | 8591696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2745 | 215263 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444993 | 34899167 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TOBAM | 1527488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1389 | 155 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5940 | 465814 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32568 | 2553983 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2273 | 178249 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quilter Plc | 1770632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7473 | 832119 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1970 | 154487 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162293 | 12738 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94343 | 7399662 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1635177 | 128230584 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dixon Mitchell Investment Counsel Inc. | 1993485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4629 | 363305 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Munich Reinsurance Co Stock Corp in Munich | 2090208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93369 | 7328058 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 532137 | 41709668 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FreeGulliver LLC | 2032561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5924 | 464560 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 636952 | 49958445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366843 | 28784931 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3739937 | 293050225 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2347 | 184052 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21800 | 1710964 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 14508 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Sound View Wealth Advisors Group, LLC | 1784777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6441 | 505103 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2685 | 210537 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9096 | 713344 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MONECO ADVISORS, LLC | 1765690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3080 | 241526 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tacita Capital Inc | 1846287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7494 | 587207 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4719 | 370009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| J. L. Bainbridge & Co., Inc. | 1742315 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3148 | 246866 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 78420 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126712 | 9936884 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BROWN ADVISORY INC | 1345929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10855 | 851249 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Towne Trust Company, N.A | 1102256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244 | 19134 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Guardian Partners Inc. | 1884799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128156 | 10057998 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460354 | 36143429 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.