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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

428 managers (434 13F filers) reported a position in SLF shares at 2025-09-30, 251,186,040 shares in all. 33 filers opened a position and 50 filers sold out during the quarter.

Managers
428
13F filers
434
New
33
Added
148
Reduced
141
Sold out
50
Shares held by filers
251,186,040

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,694$772K<0.01%+2,25013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC12,835$770K<0.01%-13,46513F-HRTimelineGroup
Rathbones Group PLC12,715$764K<0.01%+37913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,429$747K<0.01%+6,20013F-HRTimelineGroup
Financial & Tax Architects, LLC12,254$736K0.16%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,253$736K<0.01%-6,94313F-HRTimelineGroup
SYON CAPITAL LLC12,056$724K0.04%+3,24913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,221$661K<0.01%+2,00113F-HRTimelineGroup
Janney Montgomery Scott LLC11,008$661K<0.01%+38013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,991$660K<0.01%-22713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,801$657K0.02%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC10,801$649K<0.01%+7,30113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,357$622K<0.01%013F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,026$602K0.09%-30913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,986$599K<0.01%-81213F-HRTimelineGroup
FIL Ltdin group FIL Ltd9,883$593K<0.01%-298,60913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,671$581K<0.01%+83013F-HRTimeline
WOODSTOCK CORP9,647$579K0.05%013F-HRTimeline
Candriam S.C.A.9,612$577K<0.01%-32513F-HRTimeline
Graham Capital Management, L.P.9,565$574K0.02%new13F-HRTimeline
Compagnie Lombard Odier SCmA9,174$551K0.01%new13F-HRTimeline
Investment Research Partners LLC8,745$540K0.24%13F-HRTimeline
Claret Asset Management Corp8,981$539K0.06%+47113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,808$529K<0.01%+8,42813F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,568$523K0.02%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,586$515K<0.01%+2,16613F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation8,493$512K0.01%013F-HRTimelineGroup
Plan A Wealth LLC8,507$511K0.26%+84113F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC8,400$504K0.03%013F-HRTimeline
Gotham Asset Management, LLC8,342$501K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,245$495K0.01%+5413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,161$490K<0.01%new13F-HRTimelineGroup
MQS Management LLC8,150$489K0.29%+1,19813F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,126$488K0.11%+1713F-HRTimeline
Lester Murray Antman dba SimplyRich8,032$482K0.13%+6613F-HRTimeline
Advisory Services Network, LLC7,658$460K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,551$453K<0.01%-2,38213F-HR/ATimelineGroup
TFB Advisors LLC7,000$437K0.13%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,899$414K<0.01%-1,49013F-HRTimeline
Quilter Plcin group Quilter Plc6,886$413K0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,831$410K0.01%-27413F-HRTimeline
PFG Investments, LLC6,756$406K0.02%+51113F-HRTimeline
denkapparat Operations GmbH6,700$402K0.26%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd6,678$401K0.03%-28,00813F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI6,667$400K0.02%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,665$400K0.03%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,604$396K<0.01%-11713F-HR/ATimelineGroup
West Family Investments, Inc.6,542$393K0.09%+8713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.6,520$392K0.22%+3,07013F-HRTimeline
PDS Planning, Inc6,431$386K0.03%-8213F-HRTimeline
DAVIDSON TRUST CO6,383$383K0.16%013F-HRTimeline
Argent Trust Co6,260$376K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,084$365K<0.01%-25013F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.6,031$362K0.13%013F-HRTimeline
FreeGulliver LLC5,924$356K0.16%013F-HRTimeline
Running Point Capital Advisors, LLC5,901$354K0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,811$349K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,747$345K0.01%013F-HRTimelineGroup
K.J. Harrison & Partners Inc5,699$343K0.05%013F-HRTimeline
Mesirow Financial Investment Management…5,632$338K0.01%+2,22213F-HRTimeline
Long Run Wealth Advisors, LLC5,602$336K0.07%+4613F-HRTimeline
PINNACLE ASSOCIATES LTD5,483$329K<0.01%-17513F-HRTimeline
Smithfield Trust Co5,394$324K0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,300$318K<0.01%-44913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,260$316K-3,799Timeline
Compound Planning, Inc.5,157$310K0.01%+613F-HRTimeline
Caprock Group, LLC5,183$306K0.01%13F-HRTimeline
CVA Family Office, LLC5,000$300K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.4,985$299K0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.4,967$298K0.07%+4,31713F-HRTimeline
First Affirmative Financial Network4,905$294K0.14%-5213F-HRTimeline
Steward Partners Investment Advisory, L…4,876$293K<0.01%+1,57113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,745$285K0.01%-3213F-HRTimeline
Tacita Capital Inc4,734$284K0.17%+3,87413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,728$284K<0.01%-15,23413F-HRTimelineGroup
Jain Global LLC4,710$283K<0.01%new13F-HRTimeline
Private Advisor Group, LLC4,705$282K<0.01%-6,16513F-HRTimeline
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCin group SUSQUEHANNA INTERNATIONAL GRO…4,700$282K0.01%-88,40013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd4,617$277K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,568$274K<0.01%+2613F-HRTimelineGroup
BRIGHTON JONES LLC4,544$273K0.01%+41313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,544$273K<0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC4,468$268K0.02%+8513F-HRTimeline
CAPITAL CITY TRUST CO/FL4,379$263K0.06%013F-HRTimeline
Pathway Financial Advisors LLC4,339$260K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,317$259K<0.01%new13F-HRTimelineGroup
Glenmede Investment Management, LP4,314$259K<0.01%+213F-HRTimeline
WASHINGTON TRUST Co4,233$254K0.01%-8513F-HRTimeline
NewEdge Wealth, LLC4,081$252K<0.01%-53713F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$251K0.02%013F-HRTimeline
Quantbot Technologies LP4,153$249K0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,106$246K0.01%+3013F-HRTimeline
Ballast, Inc.4,083$245K0.06%013F-HRTimeline
Frank, Rimerman Advisors LLC4,066$244K0.02%+813F-HRTimeline
Ewing Morris & Co. Investment Partners …4,061$244K0.1%013F-HRTimeline
State of Wyoming4,040$243K0.03%+3,14913F-HRTimeline
Rempart Asset Management Inc.4,035$242K0.04%-1,10013F-HRTimeline
Parallel Advisors, LLC4,031$242K<0.01%-9413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$240K0.04%013F-HRTimeline
HighPoint Advisor Group LLC3,970$238K0.01%+6813F-HRTimeline
HRT FINANCIAL LP3,981$238K<0.01%-1,61713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,971$238K0.01%new13F-HRTimelineGroup
Northwest Bancshares, Inc.3,898$234K0.04%013F-HRTimeline
Canopy Partners, LLC3,895$234K0.08%+4113F-HRTimeline
&PARTNERS3,857$232K<0.01%+5513F-HRTimeline
Merit Financial Group, LLC3,833$230K<0.01%+15013F-HR/ATimeline
HB Wealth Management, LLC3,777$227K<0.01%+20813F-HRTimeline
Well Done, LLC3,771$226K0.04%+1413F-HRTimeline
Integrated Wealth Concepts LLC3,749$225K<0.01%new13F-HRTimeline
AlphaCore Capital LLC3,743$225K0.01%+2,82413F-HRTimeline
MGO ONE SEVEN LLC3,677$221K0.01%+55813F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP3,623$217K<0.01%-11713F-HRTimeline
Nilsine Partners, LLC3,563$214K0.02%013F-HRTimeline
Arax Advisory Partners3,558$214K<0.01%+3,52413F-HRTimeline
Checchi Capital Advisers, LLC3,403$204K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,381$203K<0.01%+27813F-HRTimeline
Arkadios Wealth Advisors3,367$202K<0.01%+613F-HRTimeline
OneDigital Investment Advisors LLC3,357$202K<0.01%+24613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,337$200K0.01%new13F-HRTimelineGroup
Hillsdale Investment Management Inc.3,332$200K0.01%-417,80613F-HRTimeline
Sagard Holdings Management Inc.3,221$193K0.97%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,010$181K<0.01%+26413F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,994$180K0.13%013F-HRTimeline
DANSKE BANK A/S3,000$178K<0.01%+19713F-HR/ATimeline
Versant Capital Management, Inc2,860$172K0.02%-2,10113F-HRTimeline
Independence Bank of Kentucky2,844$171K0.02%013F-HRTimeline
Wealthspire Advisors, LLC2,823$169K<0.01%-30113F-HRTimeline
FIRST HORIZON CORP2,771$166K0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,728$164K0.01%+1,26813F-HRTimelineGroup
REXFORD CAPITAL INC2,655$159K0.12%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,396$144K<0.01%-75,03213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,268$136K<0.01%+3513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,203$132K<0.01%-4,11013F-HRTimelineGroup
Blue Trust, Inc.2,136$128K<0.01%-2,20513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,106$126K0.01%+37213F-HRTimelineGroup
Union Bancaire Privee, UBP SA2,490$125K<0.01%+82113F-HRTimeline
RHUMBLINE ADVISERS2,057$123K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,981$119K<0.01%+1,68613F-HRTimeline
Capital Advisors, Ltd. LLC1,903$114K0.01%013F-HRTimeline
CX Institutional1,899$114K<0.01%013F-HRTimeline
Perkins Coie Trust Co1,871$112K0.02%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,867$112K+776Timeline
ASSETMARK, INCin group ASSETMARK, INC1,850$111K<0.01%-2313F-HRTimelineGroup
IFP Advisors, Inc1,832$110K<0.01%-18913F-HR/ATimeline
Princeton Global Asset Management LLC1,741$105K0.02%013F-HRTimeline
Cromwell Holdings LLC1,719$103K0.06%013F-HRTimeline
Chung Wu Investment Group, LLC1,553$93.2K0.08%013F-HRTimeline
Farther Finance Advisors, LLC1,302$78.1K<0.01%+18613F-HRTimeline
Oslo Pensjonsforsikring AS1,300$78.1K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,295$77.7K0.04%013F-HRTimeline
Pacifica Partners Inc.1,288$77.5K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC1,279$76.8K0.03%013F-HRTimeline
CENTRAL TRUST Co1,200$72K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC1,200$72K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$72K<0.01%013F-HRTimeline
TOBAM816$68K0.02%+16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,100$67.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,091$65.5K<0.01%-30013F-HRTimeline
Allworth Financial LP1,078$64.7K<0.01%+3713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,074$64.5K<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC1,026$61.6K0.01%new13F-HRTimeline
CITY HOLDING CO1,000$60K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC991$59.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC953$57.2K0.01%013F-HRTimeline
Clean Yield Group925$55.5K0.02%013F-HRTimeline
Westside Investment Management, Inc.801$48.2K0.01%+22313F-HRTimeline
MCF Advisors LLC800$48K<0.01%013F-HRTimeline
Abound Wealth Management798$47.9K0.01%-7613F-HRTimeline
Private Wealth Management Group, LLC797$47.8K0.01%013F-HRTimeline
Asset Dedication, LLC787$47.2K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.748$44.9K<0.01%013F-HRTimeline
Addison Advisors LLC704$42.3K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$40.9K0.01%013F-HRTimelineGroup
Asset Planning,Inc678$40.7K0.03%013F-HRTimeline
Smartleaf Asset Management LLC588$34.9K<0.01%+38113F-HRTimeline
GAMMA Investing LLC576$34.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$31.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC523$31.4K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$30K0.01%013F-HRTimeline
AdvisorNet Financial, Inc500$30K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$30K0.01%013F-HRTimeline
PRIVATE TRUST CO NA497$29.9K<0.01%+6813F-HRTimeline
WealthCollab, LLC460$27.6K0.01%013F-HRTimeline
MAI Capital Management456$27.4K<0.01%-44013F-HRTimeline
DUNCKER STREETT & CO INC414$24.9K<0.01%013F-HRTimeline
Larson Financial Group LLC386$23.2K<0.01%-4213F-HRTimeline
UMB Bank, n.a.353$21.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC334$20.1K<0.01%-21713F-HRTimeline
TruNorth Capital Management, LLC330$19.8K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$19.6K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …317$19K<0.01%13F-HRTimelineGroup
Caitong International Asset Management …289$17.3K0.01%+2113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC283$17K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL246$14.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.241$14.5K<0.01%-15013F-HRTimeline
BFSG, LLC225$13.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc220$13.2K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…215$12.9K<0.01%-4013F-HRTimeline
Hughes Financial Services, LLC205$11.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$11.2K<0.01%013F-HRTimeline