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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

435 managers (443 13F filers) reported a position in SLF shares at 2024-12-31, 263,165,960 shares in all. 39 filers opened a position and 32 filers sold out during the quarter.

Managers
435
13F filers
443
New
39
Added
162
Reduced
115
Sold out
32
Shares held by filers
263,165,960

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cumberland Partners Ltdin group Cumberland Partners Ltd11,546$684K0.05%+5,60013F-HRTimelineGroup
WASHINGTON TRUST Co11,469$681K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC11,209$665K0.01%+43413F-HR/ATimeline
LGT Group Foundationin group LGT Group Foundation11,033$654K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,005$653K<0.01%-1413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,621$630K0.02%013F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,603$630K0.11%013F-HRTimelineGroup
MONTRUSCO BOLTON INVESTMENTS INC.10,573$627K0.01%-1,08213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…10,500$623K0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,397$617K<0.01%-3,94013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,368$615K<0.01%+1113F-HRTimelineGroup
Campbell & CO Investment Adviser LLC9,813$582K0.04%+5,87413F-HRTimeline
WOODSTOCK CORP9,647$572K0.06%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,601$570K<0.01%new13F-HRTimelineGroup
Quilter Plcin group Quilter Plc9,291$551K0.01%-1,00013F-HRTimelineGroup
State of Wyoming9,247$549K0.07%new13F-HRTimeline
Aigen Investment Management, LP9,200$546K0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,152$543K<0.01%+1,69113F-HRTimeline
Sound View Wealth Advisors Group, LLC8,891$528K0.04%013F-HRTimeline
Bleakley Financial Group, LLC8,860$526K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,789$522K<0.01%-131,35913F-HRTimelineGroup
Vise Technologies, Inc.8,778$521K0.04%+4,51613F-HRTimeline
Private Advisor Group, LLC8,643$513K<0.01%+18113F-HRTimeline
Claret Asset Management Corp8,631$512K0.08%-16613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,575$509K<0.01%+2,09913F-HR/ATimeline
FRANKLIN STREET ADVISORS INC /NC8,400$498K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,286$492K<0.01%+2,37913F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC8,279$491K0.01%-4513F-HRTimeline
FINANCIAL COUNSELORS INC8,148$484K0.01%+32513F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,075$479K0.12%+1813F-HRTimeline
Gotham Asset Management, LLC7,928$470K<0.01%+2,39513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,838$465K<0.01%+62913F-HRTimelineGroup
Engineers Gate Manager LP7,812$464K0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,789$462K0.01%-1,29513F-HRTimeline
Lester Murray Antman dba SimplyRich7,714$457K0.13%+5513F-HRTimeline
Janney Montgomery Scott LLC7,622$452K<0.01%+89313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC7,491$445K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,313$434K<0.01%+2,21013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC7,061$419K0.01%+13713F-HRTimeline
SYON CAPITAL LLC7,018$416K0.04%+5713F-HRTimeline
TFB Advisors LLC7,000$415K0.12%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,984$414K<0.01%-90613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC6,936$412K0.01%013F-HRTimeline
MONECO ADVISORS, LLC6,873$408K0.04%+213F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,742$400K<0.01%+1,60813F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI6,667$396K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,635$394K0.01%+77013F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,459$383K<0.01%+1,80413F-HRTimeline
DAVIDSON TRUST CO6,383$379K0.19%013F-HRTimeline
PFG Investments, LLC6,083$361K0.02%+3913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,048$359K<0.01%-4,67713F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.6,031$358K0.16%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP5,990$355K<0.01%-89413F-HRTimeline
FreeGulliver LLC5,924$352K0.18%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,912$351K<0.01%+25013F-HRTimelineGroup
Smithfield Trust Co5,894$350K0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,776$343K0.01%013F-HRTimeline
First Affirmative Financial Network5,757$342K0.2%-14913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,680$338K<0.01%-2,39513F-HRTimeline
PINNACLE ASSOCIATES LTD5,658$336K<0.01%-49513F-HRTimeline
West Family Investments, Inc.5,639$335K0.12%-1,54013F-HRTimeline
Running Point Capital Advisors, LLC5,573$331K0.11%013F-HRTimeline
PDS Planning, Inc5,518$327K0.03%+7013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,708$327K0.02%+2313F-HRTimelineGroup
Long Run Wealth Advisors, LLC5,486$326K0.08%new13F-HRTimeline
Argent Trust Co5,457$324K0.01%-33013F-HRTimeline
Rempart Asset Management Inc.5,335$316K0.06%-1,90713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,274$313K<0.01%+46113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC5,147$305K<0.01%+22213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,092$302K<0.01%new13F-HR/ATimelineGroup
INTRUST BANK NA5,074$301K0.03%+94413F-HRTimeline
Caprock Group, LLC5,055$300K0.01%-613F-HRTimeline
CWM, LLCin group CWM, LLC5,016$298K<0.01%+1513F-HRTimelineGroup
STONEBRIDGE CAPITAL MANAGEMENT INC5,000$297K0.12%013F-HRTimeline
CVA Family Office, LLC5,000$297K0.05%013F-HRTimeline
Confluence Wealth Services, Inc.4,985$294K0.02%013F-HRTimeline
DANSKE BANK A/S4,892$290K<0.01%new13F-HRTimeline
Pacer Advisors, Inc.4,885$290K<0.01%-6613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,885$290K<0.01%+1,11613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT4,800$285K0.01%-5413F-HRTimeline
IEQ CAPITAL, LLC4,771$283K<0.01%+3513F-HRTimeline
MML INVESTORS SERVICES, LLC4,679$278K<0.01%+59013F-HRTimeline
NewEdge Wealth, LLC4,618$274K<0.01%013F-HRTimeline
CAPITAL CITY TRUST CO/FL4,596$273K0.07%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,383$260K0.02%-43213F-HRTimeline
Pathway Financial Advisors LLC4,339$257K0.06%013F-HRTimeline
K.J. Harrison & Partners Inc4,339$256K0.04%-2,00013F-HRTimeline
Parallel Advisors, LLC4,202$249K0.01%+68413F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$248K0.02%013F-HRTimeline
World Investment Advisors4,153$246K0.01%new13F-HRTimeline
BRIGHTON JONES LLC4,107$244K0.01%new13F-HR/ATimeline
Ballast, Inc.4,083$242K0.07%013F-HRTimeline
HighPoint Advisor Group LLC4,149$242K0.01%+5313F-HRTimeline
Schechter Investment Advisors, LLC4,054$241K0.02%-56613F-HRTimeline
Compound Planning, Inc.4,043$240K0.01%new13F-HRTimeline
Heathbridge Capital Management Ltd.4,000$237K0.09%-20013F-HRTimeline
Canopy Partners, LLC3,941$234K0.09%013F-HRTimeline
Northwest Bancshares, Inc.3,898$231K0.04%-61913F-HRTimeline
Five Oceans Advisors3,875$230K0.11%+29213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$228K0.05%013F-HRTimeline
Lindbrook Capital, LLC3,809$226K0.02%+46913F-HRTimeline
&PARTNERS3,764$223K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,752$223K<0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC3,719$221K0.02%+19213F-HRTimeline
Well Done, LLC3,726$216K0.04%013F-HRTimeline
Sivia Capital Partners, LLC3,617$215K0.11%-3913F-HRTimeline
Flaharty Asset Management, LLC3,611$214K0.03%013F-HRTimeline
Lee Financial Co3,599$214K0.03%-16713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,585$213K<0.01%013F-HRTimelineGroup
Nilsine Partners, LLC3,563$211K0.02%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,440$204K0.01%new13F-HRTimeline
Baader Bank Aktiengesellschaft3,412$202K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…3,410$202K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors3,404$202K0.01%-12913F-HRTimeline
Grayhawk Investment Strategies Inc.3,221$191K0.36%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,203$190K<0.01%013F-HRTimeline
Blue Trust, Inc.3,194$190K<0.01%-4,46713F-HR/ATimeline
Bruce G. Allen Investments, LLC3,067$182K0.15%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,953$175K0.01%013F-HRTimeline
Independence Bank of Kentucky2,844$169K0.03%013F-HRTimeline
First Horizon Advisors, Inc.2,771$164K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,747$163K<0.01%+513F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,396$142K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,271$135K<0.01%+8713F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,193$130K0.01%-313F-HRTimeline
SG Americas Securities, LLC2,144$127K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,087$124K<0.01%+13613F-HRTimeline
RHUMBLINE ADVISERS2,082$124K<0.01%-713F-HR/ATimeline
CITY HOLDING CO2,000$119K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,903$113K0.01%013F-HRTimeline
Perkins Coie Trust Co1,871$111K0.02%013F-HRTimeline
Plato Investment Management Ltd1,745$104K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,667$98.9K0.02%new13F-HRTimeline
Union Bancaire Privee, UBP SA1,669$95.2K<0.01%13F-HR/ATimeline
Lowe Wealth Advisors, LLC1,540$91.4K0.04%+213F-HRTimeline
Cromwell Holdings LLC1,311$77.8K0.04%013F-HRTimeline
Bayforest Capital Ltd1,310$77.7K0.1%13F-HRTimeline
Oslo Pensjonsforsikring AS1,300$77.2K0.01%-1,20013F-HRTimeline
BIRCHBROOK, INC.1,295$76.8K0.04%013F-HRTimeline
Pacifica Partners Inc.1,288$75.8K0.03%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.1,252$74.3K0.02%+41713F-HRTimeline
CENTRAL TRUST Co1,200$71.2K<0.01%-1013F-HRTimeline
Gulf International Bank (UK) Ltd1,186$70K<0.01%-51713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,100$64.8K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,074$63.7K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,032$61.2K<0.01%+83813F-HRTimeline
GeoWealth Management, LLC999$59.3K<0.01%+97813F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd992$58.9K<0.01%13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …963$57.1K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC953$56.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB879$52.2K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD878$52.1K0.02%013F-HRTimeline
Abound Wealth Management874$51.9K0.02%-5013F-HRTimeline
MCF Advisors LLC800$47.5K<0.01%013F-HRTimeline
Ridgewood Investments LLC800$47.5K0.02%013F-HRTimeline
Private Wealth Management Group, LLC797$47.3K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…788$46.8K<0.01%+313F-HRTimelineGroup
CoreCap Advisors, LLC788$46.8K<0.01%013F-HRTimeline
Asset Dedication, LLC787$46.7K<0.01%013F-HRTimeline
Security National Bank779$46.2K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…787$46K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.750$44.5K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.748$44.4K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$40.4K0.01%13F-HRTimelineGroup
Asset Planning,Inc678$40.2K0.03%13F-HRTimeline
Clean Yield Group676$40.1K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC650$38.6K<0.01%013F-HRTimelineGroup
Addison Advisors LLC615$36.5K0.01%-3513F-HRTimeline
GAMMA Investing LLC571$33.9K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$31.4K0.02%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$29.7K0.01%+30013F-HRTimeline
AdvisorNet Financial, Inc500$29.7K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$29.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC497$29.5K<0.01%-4413F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC491$29.1K0.01%013F-HRTimeline
WealthCollab, LLC460$27.3K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC458$27.2K<0.01%013F-HRTimeline
Human Investing LLC440$26.1K<0.01%new13F-HRTimeline
Nordwand Advisors, LLC438$26K0.01%013F-HRTimeline
Hexagon Capital Partners LLC434$25.8K<0.01%+7913F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.298$25.4K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC414$24.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC406$24.1K<0.01%+7513F-HRTimeline
Allworth Financial LP411$24K<0.01%+4213F-HRTimeline
MAI Capital Management404$24K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.392$23.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC391$23.2K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.391$23.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC384$22.6K0.01%+713F-HRTimeline
UMB Bank, n.a.380$22.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC380$22K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.370$22K0.01%013F-HRTimeline
Westside Investment Management, Inc.355$21.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC331$19.6K<0.01%+14713F-HRTimeline
TruNorth Capital Management, LLC330$19.6K0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$19.4K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC289$17.1K0.02%013F-HRTimeline
Your Advocates Ltd., LLP275$16.3K0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC275$16.3K0.02%13F-HRTimeline
Zions Bancorporation, N.A.256$15.2K<0.01%013F-HRTimeline