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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

442 managers (450 13F filers) reported a position in SLF shares at 2025-06-30, 265,788,143 shares in all. 52 filers opened a position and 30 filers sold out during the quarter.

Managers
442
13F filers
450
New
52
Added
150
Reduced
134
Sold out
30
Shares held by filers
265,788,143

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vise Technologies, Inc.13,929$926K0.04%13F-HRTimeline
UniSuper Management Pty Ltd9,800$888K0.01%-1,30013F-HRTimeline
Independent Advisor Alliance12,955$861K0.02%-1,40713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,802$851K<0.01%+1,09313F-HRTimeline
Old Port Advisors12,367$822K0.22%new13F-HRTimeline
Rathbones Group PLC12,336$819K<0.01%-30513F-HRTimeline
Cambridge Investment Research Advisors,…11,876$789K<0.01%-1,00913F-HRTimeline
Verdence Capital Advisors LLC11,822$786K0.05%-6413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,218$745K<0.01%+26513F-HRTimelineGroup
Private Advisor Group, LLC10,870$722K<0.01%+5,79613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,798$718K<0.01%+14913F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,801$706K0.02%013F-HRTimeline
Janney Montgomery Scott LLC10,628$706K<0.01%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,461$695K0.5%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,357$688K<0.01%-14713F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,335$686K0.12%-26813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,444$683K<0.01%+22413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,933$660K<0.01%+3,12713F-HR/ATimelineGroup
Candriam S.C.A.9,937$660K<0.01%-4,56713F-HRTimeline
WOODSTOCK CORP9,647$641K0.06%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT9,369$623K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,220$608K<0.01%+1,12413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding9,059$602K+5,172Timeline
MERCER GLOBAL ADVISORS INC /ADV8,841$587K<0.01%+1,56113F-HRTimeline
SYON CAPITAL LLC8,807$585K0.04%+35513F-HRTimeline
Claret Asset Management Corp8,510$566K0.07%-16713F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,493$565K0.01%013F-HRTimelineGroup
FRANKLIN STREET ADVISORS INC /NC8,400$558K0.03%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC8,389$557K0.01%+60013F-HRTimeline
Prime Capital Investment Advisors, LLC8,191$544K0.01%+113F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,109$538K0.13%+1713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,060$536K<0.01%-49,87913F-HRTimelineGroup
Lester Murray Antman dba SimplyRich7,966$529K0.15%+25213F-HRTimeline
Plan A Wealth LLC7,666$509K0.29%+4,10313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,568$494K0.02%+2,90013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC7,105$472K0.01%-31313F-HRTimeline
TFB Advisors LLC7,000$465K0.12%013F-HRTimeline
MQS Management LLC6,952$462K0.25%+6113F-HRTimeline
Quilter Plcin group Quilter Plc6,886$458K0.01%-2,30513F-HRTimelineGroup
MONECO ADVISORS, LLC6,877$457K0.04%+213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,721$447K<0.01%+1,47913F-HRTimelineGroup
denkapparat Operations GmbH6,700$446K0.36%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,667$443K0.03%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,665$443K0.03%-31713F-HRTimeline
PDS Planning, Inc6,513$433K0.03%+23413F-HRTimeline
Beacon Pointe Advisors, LLC6,463$429K<0.01%-1,67213F-HRTimeline
West Family Investments, Inc.6,455$429K0.11%013F-HRTimeline
CWM, LLCin group CWM, LLC6,420$427K<0.01%+1,39613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,408$426K<0.01%-27,66313F-HRTimelineGroup
DAVIDSON TRUST CO6,383$424K0.2%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,334$421K<0.01%-113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,313$419K<0.01%-6,59413F-HRTimelineGroup
Argent Trust Co6,260$416K0.02%+80313F-HRTimeline
PFG Investments, LLC6,245$415K0.02%+12413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,229$414K<0.01%-7,12913F-HRTimelineGroup
Calydon Capital6,056$402K0.04%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,031$401K0.16%013F-HRTimeline
FreeGulliver LLC5,924$394K0.18%+5213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,897$392K<0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC5,901$392K0.11%-3613F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,811$386K0.01%+3513F-HRTimeline
Baader Bank Aktiengesellschaft5,790$386K0.03%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,749$383K<0.01%-40,17813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,747$382K0.02%+5,09713F-HRTimelineGroup
K.J. Harrison & Partners Inc5,699$378K0.06%+1,10913F-HRTimeline
PINNACLE ASSOCIATES LTD5,658$376K0.01%013F-HRTimeline
HRT FINANCIAL LP5,598$371K<0.01%new13F-HRTimeline
Long Run Wealth Advisors, LLC5,556$369K0.08%+4713F-HRTimeline
Midwest Trust Co5,556$369K0.01%13F-HRTimeline
Smithfield Trust Co5,394$358K0.02%-50013F-HRTimeline
Compound Planning, Inc.5,151$342K0.01%new13F-HRTimeline
Rempart Asset Management Inc.5,135$342K0.07%013F-HRTimeline
IEQ CAPITAL, LLC5,017$333K<0.01%+21013F-HRTimeline
CVA Family Office, LLC5,000$332K0.05%013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC5,000$332K0.13%013F-HRTimeline
Confluence Wealth Services, Inc.4,985$331K0.02%013F-HRTimeline
Versant Capital Management, Inc4,961$330K0.05%-11113F-HRTimeline
First Affirmative Financial Network4,957$329K0.17%-22713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,794$319K0.05%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,777$317K0.01%-2313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,542$302K<0.01%-51013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC4,383$291K0.03%013F-HR/ATimeline
CAPITAL CITY TRUST CO/FL4,379$291K0.08%-21613F-HRTimeline
Blue Trust, Inc.4,341$288K<0.01%+90413F-HRTimeline
Pathway Financial Advisors LLC4,339$288K0.04%013F-HRTimeline
WASHINGTON TRUST Co4,318$287K0.01%-4713F-HRTimeline
Glenmede Investment Management, LP4,312$287K<0.01%13F-HRTimeline
NewEdge Wealth, LLC4,618$284K<0.01%-2113F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$278K0.03%013F-HRTimeline
BRIGHTON JONES LLC4,131$274K0.01%-53513F-HRTimeline
Parallel Advisors, LLC4,125$274K0.01%+9113F-HRTimeline
EP Wealth Advisors, LLC4,122$274K<0.01%new13F-HRTimeline
Ballast, Inc.4,083$271K0.07%013F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,076$271K0.01%+4613F-HRTimeline
Ewing Morris & Co. Investment Partners …4,061$270K0.12%013F-HRTimeline
Frank, Rimerman Advisors LLC4,058$270K0.02%new13F-HRTimeline
HighPoint Advisor Group LLC3,902$259K0.01%-42813F-HRTimeline
Northwest Bancshares, Inc.3,898$259K0.05%013F-HRTimeline
Canopy Partners, LLC3,854$256K0.09%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$256K0.05%013F-HRTimeline
&PARTNERS3,802$253K<0.01%+7713F-HRTimeline
Well Done, LLC3,757$250K0.05%+1613F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP3,740$249K<0.01%-1,29913F-HRTimeline
Merit Financial Group, LLC3,683$245K<0.01%+18713F-HRTimeline
MML INVESTORS SERVICES, LLC3,654$243K<0.01%+1913F-HRTimeline
Bayesian Capital Management, LP3,630$241K0.04%new13F-HRTimeline
HB Wealth Management, LLC3,569$237K<0.01%new13F-HRTimeline
Nilsine Partners, LLC3,563$237K0.02%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,500$232K<0.01%new13F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,450$229K0.13%new13F-HRTimeline
Mesirow Financial Investment Management…3,410$227K<0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC3,403$226K0.02%-74413F-HRTimeline
Arkadios Wealth Advisors3,361$223K0.01%new13F-HRTimeline
INTRUST BANK NA3,308$220K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,305$220K<0.01%-9813F-HRTimeline
1ST SOURCE BANK3,253$216K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,239$215K<0.01%new13F-HRTimeline
Sagard Holdings Management Inc.3,221$214K0.6%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,216$214K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.3,190$212K<0.01%new13F-HRTimeline
Flaharty Asset Management, LLC3,188$212K0.03%-42313F-HR/ATimeline
McDonough Capital Management, Inc3,182$211K0.12%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.3,148$209K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC3,124$208K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC3,119$207K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC3,111$207K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,103$206K0.01%-20713F-HRTimeline
Sivia Capital Partners, LLC3,063$204K0.07%new13F-HR/ATimeline
Bruce G. Allen Investments, LLC2,994$199K0.15%013F-HRTimeline
Independence Bank of Kentucky2,844$189K0.03%013F-HRTimeline
DANSKE BANK A/S2,803$186K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.2,771$184K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,746$182K<0.01%-1413F-HRTimelineGroup
REXFORD CAPITAL INC2,655$176K0.15%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,233$148K<0.01%+1813F-HRTimeline
RHUMBLINE ADVISERS2,057$137K<0.01%-2513F-HRTimeline
IFP Advisors, Inc2,021$134K<0.01%-6613F-HRTimeline
Capital Advisors, Ltd. LLC1,903$126K0.02%013F-HRTimeline
CX Institutional1,899$126K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,873$124K<0.01%+1,45413F-HRTimelineGroup
Perkins Coie Trust Co1,871$124K0.02%013F-HRTimeline
Princeton Global Asset Management LLC1,741$116K0.02%+7413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,734$115K0.01%+69213F-HRTimelineGroup
Cromwell Holdings LLC1,719$114K0.07%+47513F-HRTimeline
Chung Wu Investment Group, LLC1,553$103K0.11%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,460$97K0.01%new13F-HRTimelineGroup
Union Bancaire Privee, UBP SA1,669$94.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,391$92.4K<0.01%+60013F-HRTimeline
Ryan Investment Management, Inc.1,358$90.2K0.06%13F-HRTimeline
Oslo Pensjonsforsikring AS1,300$86.3K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,295$86.1K0.05%013F-HRTimeline
Lowe Wealth Advisors, LLC1,279$85K0.03%-26313F-HRTimeline
Pacifica Partners Inc.1,288$85K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.1,282$83.9K0.04%013F-HRTimeline
CENTRAL TRUST Co1,200$79.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$79.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,116$74.2K<0.01%+83413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,100$73.1K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,091$72.6K<0.01%+16213F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,074$71.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,041$69.2K<0.01%+59813F-HRTimeline
CITY HOLDING CO1,000$66.5K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC991$65.9K<0.01%+513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …963$64K0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC953$63.3K0.01%013F-HRTimeline
Clean Yield Group925$61.5K0.02%+24913F-HRTimeline
AlphaCore Capital LLC919$61.1K<0.01%new13F-HRTimeline
MAI Capital Management896$59.5K<0.01%+49213F-HRTimeline
State of Wyoming891$59.2K0.01%-9513F-HRTimeline
TOBAM656$59K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management874$58.1K0.02%013F-HRTimeline
Tacita Capital Inc860$57.2K0.04%new13F-HRTimeline
MCF Advisors LLC800$53.2K<0.01%013F-HRTimeline
Ridgewood Investments LLC800$53.2K0.02%013F-HRTimeline
Private Wealth Management Group, LLC797$53K0.02%013F-HRTimeline
Asset Dedication, LLC787$52.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.748$49.7K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV721$47.9K0.04%+10213F-HRTimeline
Addison Advisors LLC704$46.8K0.01%+23113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$45.3K0.01%013F-HRTimelineGroup
Asset Planning,Inc678$45.1K0.03%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.650$43.2K0.01%-41713F-HRTimeline
Westside Investment Management, Inc.578$38.4K0.01%+22313F-HRTimeline
GAMMA Investing LLC576$38.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC551$36.6K<0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$35.2K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC523$34.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc500$33.2K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$33.2K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$33.1K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC491$32.6K0.01%013F-HRTimeline
WealthCollab, LLC460$30.6K0.02%013F-HRTimeline
PRIVATE TRUST CO NA429$28.5K<0.01%+24313F-HRTimeline
Larson Financial Group LLC428$28.4K<0.01%+31113F-HRTimeline
DUNCKER STREETT & CO INC414$27.5K0.01%013F-HRTimeline
TFC Financial Management, Inc.392$26K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.391$26K<0.01%-56113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC380$25K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.370$25K0.01%013F-HRTimeline
Arax Advisory Partners34$24.3K<0.01%new13F-HRTimeline