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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

417 managers (424 13F filers) reported a position in SLF shares at 2025-03-31, 263,226,531 shares in all. 30 filers opened a position and 45 filers sold out during the quarter.

Managers
417
13F filers
424
New
30
Added
149
Reduced
133
Sold out
45
Shares held by filers
263,226,531

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bleakley Financial Group, LLC12,540$718K0.02%+3,68013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,907$691K<0.01%-7213F-HRTimelineGroup
One Capital Management, LLC12,044$689K0.02%new13F-HRTimeline
Verdence Capital Advisors LLC11,886$681K0.05%-7513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,709$670K<0.01%-35313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,546$661K<0.01%+2,75713F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,482$657K0.01%-28113F-HRTimeline
Orion Portfolio Solutions, LLC11,482$657K0.01%-28113F-HR/ATimeline
Sequoia Financial Advisors, LLC11,253$644K<0.01%+4413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,953$627K<0.01%-5213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,801$618K0.02%+18013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,649$610K<0.01%+25213F-HRTimelineGroup
Janney Montgomery Scott LLC10,628$609K<0.01%+3,00613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,603$607K0.11%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,504$601K<0.01%+13613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,220$585K<0.01%+1,64513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,862$565K<0.01%new13F-HR/ATimelineGroup
WOODSTOCK CORP9,647$552K0.05%013F-HRTimeline
Quilter Plcin group Quilter Plc9,191$526K0.01%-10013F-HRTimelineGroup
Claret Asset Management Corp8,677$497K0.07%+4613F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,493$486K0.01%-2,54013F-HRTimelineGroup
SYON CAPITAL LLC8,452$484K0.04%+1,43413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC8,400$481K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,190$469K0.01%-8913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,185$469K0.02%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,135$466K0.01%+1,67613F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,092$463K0.11%+1713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,096$459K<0.01%+78313F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,022$454K<0.01%+4,27013F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC7,789$446K0.01%013F-HRTimeline
Lester Murray Antman dba SimplyRich7,714$441K0.13%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,418$425K0.01%+35713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,280$417K<0.01%-1,87213F-HRTimeline
TFB Advisors LLC7,000$401K0.12%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,982$400K0.03%-1,90913F-HRTimeline
MQS Management LLC6,891$395K0.23%new13F-HRTimeline
MONECO ADVISORS, LLC6,875$394K0.04%+213F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC6,806$390K<0.01%-17813F-HR/ATimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI6,667$382K0.02%013F-HRTimeline
West Family Investments, Inc.6,455$370K0.14%+81613F-HRTimeline
DAVIDSON TRUST CO6,383$365K0.17%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,335$363K<0.01%+42313F-HRTimelineGroup
FINANCIAL COUNSELORS INC6,296$361K0.01%-1,85213F-HRTimeline
PDS Planning, Inc6,279$360K0.03%+76113F-HRTimeline
PFG Investments, LLC6,121$351K0.02%+3813F-HRTimeline
Ausdal Financial Partners, Inc.6,088$349K0.03%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,031$345K0.15%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,026$345K<0.01%+75213F-HRTimelineGroup
Running Point Capital Advisors, LLC5,937$340K0.11%+36413F-HRTimeline
Smithfield Trust Co5,894$338K0.02%013F-HRTimeline
FreeGulliver LLC5,872$336K0.17%-5213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,668$336K0.02%-4013F-HRTimelineGroup
Ewing Morris & Co. Investment Partners …4,061$334K0.11%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,776$331K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,658$324K<0.01%013F-HRTimeline
Verition Fund Management LLC5,544$317K<0.01%new13F-HRTimeline
Long Run Wealth Advisors, LLC5,509$315K0.07%+2313F-HRTimeline
Argent Trust Co5,457$312K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,242$300K<0.01%-1,50013F-HRTimelineGroup
First Affirmative Financial Network5,184$297K0.18%-57313F-HRTimeline
Rempart Asset Management Inc.5,135$294K0.06%-20013F-HRTimeline
Private Advisor Group, LLC5,074$291K<0.01%-3,56913F-HRTimeline
Versant Capital Management, Inc5,072$290K0.05%+4,98013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,052$289K<0.01%+16713F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP5,039$289K<0.01%-95113F-HRTimeline
Confluence Wealth Services, Inc.4,985$288K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC5,024$288K<0.01%+813F-HRTimelineGroup
Pacer Advisors, Inc.5,029$288K<0.01%+14413F-HRTimeline
CVA Family Office, LLC5,000$286K0.04%013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC5,000$286K0.12%013F-HRTimeline
Gotham Asset Management, LLC4,838$277K<0.01%-3,09013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,829$277K<0.01%-31813F-HRTimelineGroup
IEQ CAPITAL, LLC4,807$275K<0.01%+3613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,800$275K0.01%013F-HRTimeline
BRIGHTON JONES LLC4,666$267K0.01%+55913F-HRTimeline
NewEdge Wealth, LLC4,639$266K<0.01%+2113F-HRTimeline
Ballentine Partners, LLC4,599$263K<0.01%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL4,595$263K0.07%-113F-HRTimeline
K.J. Harrison & Partners Inc4,590$263K0.05%+25113F-HRTimeline
HighPoint Advisor Group LLC4,330$256K0.01%+18113F-HRTimeline
COZAD ASSET MANAGEMENT INC4,383$251K0.03%013F-HRTimeline
WASHINGTON TRUST Co4,365$250K0.01%-7,10413F-HRTimeline
Pathway Financial Advisors LLC4,339$248K0.04%013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$239K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC4,147$237K0.02%+42813F-HRTimeline
Ballast, Inc.4,083$234K0.07%013F-HRTimeline
Parallel Advisors, LLC4,034$231K0.01%-16813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,030$231K0.01%+59013F-HRTimeline
Heathbridge Capital Management Ltd.4,000$229K0.09%013F-HRTimeline
Lindbrook Capital, LLC3,909$224K0.02%+10013F-HRTimeline
Northwest Bancshares, Inc.3,898$223K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,887$223K<0.01%-1,20513F-HR/ATimelineGroup
Well Done, LLC3,741$222K0.04%+1513F-HRTimeline
Canopy Partners, LLC3,854$221K0.09%-8713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$220K0.05%013F-HRTimeline
&PARTNERS3,725$211K<0.01%-3913F-HRTimeline
MML INVESTORS SERVICES, LLC3,635$208K<0.01%-1,04413F-HRTimeline
Flaharty Asset Management, LLC3,611$207K0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,585$205K<0.01%013F-HRTimelineGroup
Nilsine Partners, LLC3,563$204K0.02%013F-HRTimeline
Plan A Wealth LLC3,563$204K0.16%new13F-HRTimeline
Merit Financial Group, LLC3,496$200K<0.01%new13F-HRTimeline
Blue Trust, Inc.3,437$197K<0.01%+24313F-HRTimeline
Steward Partners Investment Advisory, L…3,403$195K<0.01%+20013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,310$190K0.01%+35713F-HRTimeline
Grayhawk Investment Strategies Inc.3,221$184K0.42%013F-HRTimeline
Bruce G. Allen Investments, LLC2,994$171K0.14%-7313F-HRTimeline
Independence Bank of Kentucky2,844$163K0.03%013F-HRTimeline
DANSKE BANK A/S2,803$161K<0.01%-2,08913F-HRTimeline
First Horizon Advisors, Inc.2,771$159K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,760$158K<0.01%+1313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,215$127K<0.01%-5613F-HRTimeline
IFP Advisors, Inc2,087$120K<0.01%013F-HRTimeline
RHUMBLINE ADVISERS2,082$119K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC1,903$109K0.01%013F-HRTimeline
CX Institutional1,899$109K<0.01%new13F-HRTimeline
Perkins Coie Trust Co1,871$107K0.02%013F-HRTimeline
Princeton Global Asset Management LLC1,667$95.5K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC1,542$88.3K0.04%+213F-HRTimeline
Union Bancaire Privee, UBP SA1,669$87.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.1,288$75.1K0.03%013F-HRTimeline
Oslo Pensjonsforsikring AS1,300$74.4K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,295$74.2K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.1,282$73.4K0.03%new13F-HRTimeline
Cromwell Holdings LLC1,244$71.2K0.05%-6713F-HRTimeline
CENTRAL TRUST Co1,200$68.7K<0.01%013F-HRTimeline
Plato Investment Management Ltd1,148$66.4K0.01%-59713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,100$63.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,074$61.5K<0.01%013F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.1,067$61.1K0.02%-18513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,042$59.7K<0.01%+25413F-HRTimelineGroup
CITY HOLDING CO1,000$57.3K0.01%-1,00013F-HRTimeline
JFS WEALTH ADVISORS, LLC986$56.5K<0.01%-4613F-HRTimeline
State of Wyoming986$56.5K0.01%-8,26113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …963$55.1K0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC953$54.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.952$54.5K<0.01%+56113F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd929$53.2K<0.01%-6313F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB879$50.3K<0.01%013F-HRTimeline
Abound Wealth Management874$50K0.02%013F-HRTimeline
MCF Advisors LLC800$45.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC800$45.8K0.02%013F-HRTimeline
Private Wealth Management Group, LLC797$45.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC791$45.3K<0.01%+313F-HRTimeline
Asset Dedication, LLC787$45.1K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.750$42.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.748$42.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$39K0.01%013F-HRTimelineGroup
Asset Planning,Inc678$38.8K0.03%013F-HRTimeline
Clean Yield Group676$38.7K0.01%013F-HRTimeline
Hexagon Capital Partners LLC665$38.1K0.01%+23113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC650$37.2K<0.01%013F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV619$35.4K0.03%+38513F-HRTimeline
GAMMA Investing LLC576$33K<0.01%+513F-HR/ATimeline
Medallion Wealth Advisors, LLC523$30.4K0.01%+31513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$30.3K0.02%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$28.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc500$28.6K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$28.6K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC491$28.1K0.01%013F-HRTimeline
Addison Advisors LLC473$27.1K0.01%-14213F-HRTimeline
WealthCollab, LLC460$26.3K0.02%013F-HRTimeline
Allworth Financial LP443$25.8K<0.01%+3213F-HRTimeline
Nordwand Advisors, LLC438$25.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC419$24K<0.01%-7813F-HRTimelineGroup
DUNCKER STREETT & CO INC414$23.7K<0.01%013F-HRTimeline
MAI Capital Management404$23.1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.392$22.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.370$22K0.01%013F-HRTimeline
Cornerstone Planning Group LLC379$21.9K0.01%-513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC380$21K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.355$20.3K<0.01%013F-HRTimeline
UMB Bank, n.a.353$20.2K<0.01%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TruNorth Capital Management, LLC330$18.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC331$18.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$18.7K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC289$16.5K0.02%013F-HRTimeline
Farther Finance Advisors, LLC282$16.4K<0.01%-12413F-HRTimeline
Your Advocates Ltd., LLP275$15.7K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…256$14.7K<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL246$14.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.242$13.9K<0.01%-113F-HRTimeline
BFSG, LLC225$12.9K<0.01%013F-HRTimeline
Grove Bank & Trust221$12.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc220$12.6K<0.01%-2013F-HRTimeline
Hughes Financial Services, LLC205$11.9K<0.01%new13F-HRTimeline
Bangor Savings Bank200$11.5K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$10.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA186$10.7K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC178$10.2K<0.01%new13F-HRTimeline
HM PAYSON & CO170$9.73K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC170$9.73K<0.01%013F-HRTimeline
Ravenstone Capital Management Inc.170$9.73K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.165$9.45K<0.01%013F-HRTimeline
MATHER GROUP, LLC.151$8.62K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC148$8.47K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.122$6.99K<0.01%013F-HRTimeline
Larson Financial Group LLC117$6.7K<0.01%+8713F-HRTimeline
NewEdge Advisors, LLC106$6.04K<0.01%-3513F-HRTimeline
Key Financial Inc99$5.67K<0.01%013F-HRTimeline