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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

481 managers (494 13F filers) reported a position in SLF shares at 2026-06-30, 251,872,746 shares in all. 71 filers opened a position and 26 filers sold out during the quarter.

Managers
481
13F filers
494
New
71
Added
177
Reduced
131
Sold out
26
Shares held by filers
251,872,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
XTX Topco Ltdin group XTX Topco Ltd16,273$1.28M0.02%new13F-HRTimelineGroup
Janney Montgomery Scott LLC16,233$1.27M<0.01%+2,29413F-HRTimeline
Cambridge Investment Research Advisors,…15,907$1.25M<0.01%+19613F-HR/ATimeline
Lester Murray Antman dba SimplyRich12,427$1.22M0.29%+1,92213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,275$1.2M<0.01%+8113F-HRTimelineGroup
Qube Research & Technologies Ltd14,767$1.16M<0.01%new13F-HRTimeline
SYON CAPITAL LLC14,399$1.13M0.05%+1,33213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,134$1.11M+2,472Timeline
Independent Advisor Alliance13,164$1.03M0.02%-6013F-HRTimeline
Rathbones Group PLC13,025$1.02M<0.01%+7513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,955$1.02M<0.01%+1,77613F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A12,822$1.01M<0.01%-1,25813F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,713$997K0.01%+2,23713F-HRTimelineGroup
JCP Investment Management, LLCin group JCP Investment Management, LLC12,520$982K0.52%-24213F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…12,235$959K0.01%+24813F-HRTimeline
Capital World Investors11,600$911K<0.01%013F-HRTimeline
NorthCrest Asset Manangement, LLC10,801$867K0.02%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…10,866$852K0.03%-130,82513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,855$851K<0.01%-1,76413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,328$837K<0.01%-64513F-HRTimeline
Quilter Plcin group Quilter Plc7,473$832K0.01%-1,36813F-HRTimelineGroup
Plan A Wealth LLC10,431$818K0.35%+80513F-HRTimeline
Investment Research Partners LLC10,390$815K0.28%+90313F-HRTimeline
Compagnie Lombard Odier SCmA10,178$799K0.01%-5,63313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,086$791K<0.01%new13F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,015$786K0.1%013F-HRTimelineGroup
Axxion S.A.10,000$784K0.06%13F-HRTimeline
Candriam S.C.A.9,975$782K<0.01%+18113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,766$766K0.01%+10213F-HR/ATimeline
PDT Partners, LLC9,648$757K0.04%013F-HRTimeline
WOODSTOCK CORP9,647$757K0.06%013F-HRTimeline
Compound Planning, Inc.9,251$725K0.02%+1,45113F-HRTimeline
BLAIR WILLIAM & CO/IL9,096$713K<0.01%+95413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,040$709K<0.01%-5513F-HRTimelineGroup
Claret Asset Management Corp8,754$687K0.07%-1,42113F-HRTimeline
Prime Capital Investment Advisors, LLC8,671$680K0.01%+40113F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,182$642K0.12%+1913F-HRTimeline
Caprock Group, LLC8,129$637K0.01%+1,30813F-HRTimeline
One Capital Management, LLC10,192$637K0.02%013F-HRTimeline
Waverly Advisors, LLC8,119$637K<0.01%+98813F-HRTimeline
Steward Partners Investment Advisory, L…7,938$622K<0.01%-413F-HRTimeline
Advisory Services Network, LLC7,770$609K0.01%-9413F-HRTimeline
Tacita Capital Inc7,494$587K0.32%+23113F-HRTimeline
Beacon Pointe Advisors, LLC7,450$584K<0.01%-1,07513F-HRTimeline
Private Advisor Group, LLC7,376$578K<0.01%-48513F-HRTimeline
PFG Investments, LLC7,338$575K0.02%+5413F-HRTimeline
SIMPLEX TRADING, LLC7,260$569K0.01%+7,25313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,174$563K<0.01%+2,41113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,074$555K<0.01%+99013F-HRTimelineGroup
EP Wealth Advisors, LLC6,919$543K<0.01%+2,20913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,908$542K<0.01%-6,78313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,720$527K<0.01%new13F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI6,667$523K0.02%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd6,658$522K0.03%-2013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,604$518K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,577$516K<0.01%+87713F-HRTimelineGroup
West Family Investments, Inc.6,542$513K0.15%+8713F-HRTimeline
Sound View Wealth Advisors Group, LLC6,441$505K0.03%013F-HRTimeline
PDS Planning, Inc6,388$501K0.03%+4813F-HRTimeline
DAVIDSON TRUST CO6,383$501K0.2%013F-HRTimeline
Centiva Capital, LP6,324$496K0.02%new13F-HRTimeline
Arkadios Wealth Advisors6,251$490K0.01%+2,81413F-HRTimeline
K.J. Harrison & Partners Inc6,199$486K0.07%+45413F-HRTimeline
Venturi Wealth Management, LLC6,160$483K0.02%+71813F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,009$471K0.17%013F-HRTimeline
Argent Trust Co5,940$466K0.01%013F-HRTimeline
FreeGulliver LLC5,924$465K0.16%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation5,885$462K0.01%-2,60813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,861$460K<0.01%+7313F-HRTimelineGroup
&PARTNERS5,805$455K<0.01%-1,34113F-HRTimeline
IMC-Chicago, LLC5,727$449K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,718$448K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,707$448K<0.01%+2,90713F-HRTimelineGroup
Mesirow Financial Investment Management…5,689$446K0.01%+1913F-HRTimeline
COZAD ASSET MANAGEMENT INC5,622$441K0.03%+1,55013F-HRTimeline
PINNACLE ASSOCIATES LTD5,506$432K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,485$430K0.01%-2413F-HRTimeline
Gotham Asset Management, LLC5,405$424K<0.01%-5,18113F-HRTimeline
Smithfield Trust Co5,394$423K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,363$421K0.01%-36513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,229$410K<0.01%-3,32813F-HRTimelineGroup
Modern Wealth Management, LLC5,169$405K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,097$400K0.01%-65013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,075$398K<0.01%-15113F-HRTimelineGroup
Confluence Wealth Services, Inc.5,051$396K0.01%+6613F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC5,000$392K0.19%013F-HRTimeline
CVA Family Office, LLC5,000$392K0.04%013F-HRTimeline
Ewing Morris & Co. Investment Partners …4,921$386K0.2%+26013F-HRTimeline
Versant Capital Management, Inc4,807$377K0.03%+65613F-HRTimeline
Integrated Wealth Concepts LLC4,719$370K<0.01%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.4,629$363K0.01%-67213F-HRTimeline
Aaron Wealth Advisors LLC4,619$362K0.02%+49713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,598$361K<0.01%+18813F-HRTimelineGroup
Canoe Financial LP4,579$359K<0.01%-36713F-HRTimeline
Ballentine Partners, LLC4,527$355K<0.01%new13F-HRTimeline
GREENWOOD GEARHART LLC4,498$353K0.02%+40013F-HRTimeline
Optas, LLC4,454$349K0.05%new13F-HRTimeline
Pathway Financial Advisors LLC4,339$346K0.04%013F-HRTimeline
HB Wealth Management, LLC4,390$344K<0.01%+23213F-HRTimeline
LOUISBOURG INVESTMENTS INC.4,386$344K0.06%-71913F-HRTimeline
Summit Trail Advisors, LLC4,350$341K<0.01%+413F-HRTimeline
Parallel Advisors, LLC4,341$340K0.01%+6813F-HRTimeline
Frank, Rimerman Advisors LLC4,324$339K0.02%+23813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,268$335K0.01%new13F-HRTimelineGroup
WASHINGTON TRUST Co4,230$332K0.01%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,187$329K0.19%new13F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$328K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,175$327K0.01%-38213F-HRTimeline
NewEdge Wealth, LLC4,144$325K<0.01%-9413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,106$322K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC4,102$322K0.01%-5613F-HRTimeline
Ballast, Inc.4,083$320K0.06%013F-HRTimeline
Goepper Burkhardt LLC4,046$317K0.1%013F-HRTimeline
Canopy Partners, LLC4,042$317K0.1%+11313F-HRTimeline
TWO SIGMA SECURITIES, LLC4,031$316K0.03%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$302K0.04%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,841$301K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC3,818$299K<0.01%+39913F-HR/ATimeline
Well Done, LLC3,771$296K0.04%013F-HRTimeline
Rempart Asset Management Inc.3,685$289K0.06%-85013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…3,682$289K0.05%new13F-HRTimelineGroup
Sanctuary Advisors, LLC3,657$287K<0.01%+6113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,628$284K<0.01%new13F-HRTimelineGroup
Nilsine Partners, LLC3,579$281K0.02%+1613F-HRTimeline
Checchi Capital Advisers, LLC3,582$278K0.02%-1713F-HRTimeline
Bridgewater Advisors Inc.3,323$274K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.3,399$267K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC3,288$258K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,266$256K0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC3,236$254K<0.01%+1313F-HRTimeline
McDonough Capital Management, Inc3,201$251K0.13%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC3,170$249K0.01%-23013F-HRTimeline
MAI Capital Management3,158$248K<0.01%+1,31713F-HRTimeline
J. L. Bainbridge & Co., Inc.3,148$247K0.02%new13F-HRTimeline
VestGen Advisors, LLC3,140$246K0.01%-85313F-HRTimeline
MONECO ADVISORS, LLC3,080$242K0.01%new13F-HRTimeline
Genus Capital Management Inc.3,059$240K0.02%new13F-HRTimeline
State of Wyoming3,040$239K0.02%new13F-HRTimeline
Arax Advisory Partners2,991$235K<0.01%+2,52413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,983$234K<0.01%new13F-HRTimelineGroup
MAVERICK CAPITAL LTD2,981$234K<0.01%new13F-HRTimeline
Calydon Capital2,977$233K0.03%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,968$233K0.15%-2613F-HRTimeline
SG Americas Securities, LLC2,083$232K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,946$231K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,908$228K<0.01%new13F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC2,891$227K0.04%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,882$226K<0.01%new13F-HRTimeline
INTRUST BANK NA2,816$221K0.02%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,783$218K0.01%new13F-HRTimeline
FIRST HORIZON CORP2,771$217K0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,745$215K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,704$212K0.01%-86313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,691$211K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,685$211K<0.01%+2,57713F-HRTimeline
REXFORD CAPITAL INC2,655$208K0.13%013F-HRTimeline
Mengis Capital Management, Inc.2,577$202K0.03%new13F-HRTimeline
Vigilare Wealth Management2,570$202K0.06%new13F-HRTimeline
Blue Trust, Inc.2,562$201K<0.01%-41713F-HRTimeline
Lombard Odier Asset Management (Switzer…2,559$201K0.01%-8,10013F-HRTimeline
Clearstead Advisors, LLC2,487$195K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,411$189K<0.01%13F-HRTimeline
Union Bancaire Privee, UBP SA2,490$170K<0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD2,084$164K0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,059$161K<0.01%+21813F-HRTimelineGroup
UMB Bank, n.a.2,043$160K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB2,017$158K<0.01%+1613F-HRTimeline
TOBAM1,389$155K0.04%+55913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RHUMBLINE ADVISERS1,966$154K<0.01%-5613F-HRTimeline
Capital Advisors, Ltd. LLC1,903$149K0.02%013F-HRTimeline
Perkins Coie Trust Co1,871$147K0.02%013F-HRTimeline
IFP Advisors, Inc1,817$142K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,741$137K0.02%013F-HRTimeline
Cromwell Holdings LLC1,719$135K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,708$134K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC1,553$122K0.08%013F-HRTimeline
CoreCap Advisors, LLC1,368$107K<0.01%+6213F-HRTimeline
Smartleaf Asset Management LLC1,359$106K<0.01%013F-HRTimeline
Pacifica Partners Inc.1,328$105K0.03%013F-HRTimeline
PlanVest Financial, Inc1,333$105K0.07%013F-HRTimeline
MATHER GROUP, LLC.1,308$103K<0.01%+43213F-HRTimeline
BIRCHBROOK, INC.1,295$102K0.05%013F-HRTimeline
Farther Finance Advisors, LLC1,209$94.8K<0.01%+113F-HRTimeline
LOM Asset Management Ltd850$94.6K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$94.1K<0.01%013F-HRTimeline
CX Institutional1,184$93K<0.01%013F-HRTimeline
IFG Advisory, LLC1,182$92.7K<0.01%new13F-HRTimeline
Allworth Financial LP1,088$85.3K<0.01%-2913F-HRTimeline
Triumph Capital Management1,073$84.1K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,050$82.3K<0.01%013F-HRTimeline
DANSKE BANK A/S1,006$78.7K<0.01%013F-HRTimeline
CITY HOLDING CO1,000$78.4K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,000$78.4K<0.01%+90013F-HRTimelineGroup
Basecamp Wealth Advisors LLC994$77.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC939$73.6K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC928$72.8K<0.01%+1213F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd906$71.1K<0.01%13F-HRTimelineGroup
Westside Investment Management, Inc.801$62.8K0.01%013F-HRTimeline
Larson Financial Group LLC797$62.5K<0.01%+20513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…770$60.2K0.02%+27013F-HRTimeline