Skip to content
Disclosery

SLF SUN LIFE FINANCIAL INC.

Follow

Stock (common), issuer CIK 1097362

433 managers (442 13F filers) reported a position in SLF shares at 2025-12-31, 250,954,258 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
433
13F filers
442
New
40
Added
146
Reduced
142
Sold out
38
Shares held by filers
250,954,258

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
STATE STREET CORPin group STATE STREET CORP11,655$727K<0.01%-27,44313F-HRTimelineGroup
Capital World Investors11,600$724K<0.01%-22,93313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,460$715K0.01%-4,77413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,454$715K<0.01%+46313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding11,400$711K+6,140Timeline
Empirical Financial Services, LLC d.b.a…11,401$711K0.01%+5,59013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC11,252$702K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP11,209$699K0.02%+7,05613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,037$689K<0.01%-2,51713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,801$686K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,568$659K<0.01%+21113F-HRTimelineGroup
Lester Murray Antman dba SimplyRich10,505$655K0.17%+2,47313F-HRTimeline
BLAIR WILLIAM & CO/IL10,263$640K<0.01%-3,97713F-HRTimeline
One Capital Management, LLC10,167$635K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,157$634K<0.01%+48613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,015$626K0.09%-1113F-HRTimelineGroup
Aigen Investment Management, LP7,059$605K0.14%new13F-HRTimeline
PDT Partners, LLC9,648$602K0.04%-34,36813F-HRTimeline
WOODSTOCK CORP9,647$602K0.05%013F-HRTimeline
Candriam S.C.A.9,617$601K<0.01%+513F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,146$571K<0.01%-84013F-HRTimelineGroup
Plan A Wealth LLC9,079$567K0.28%+57213F-HRTimeline
Quilter Plcin group Quilter Plc8,956$559K0.01%+2,07013F-HRTimelineGroup
Claret Asset Management Corp8,807$550K0.06%-17413F-HRTimeline
Investment Research Partners LLC8,807$550K0.24%+6213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,580$539K0.02%+1213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,557$534K<0.01%-25113F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation8,493$531K0.01%013F-HRTimelineGroup
FRANKLIN STREET ADVISORS INC /NC8,400$524K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,319$519K0.01%+7413F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,144$508K0.11%+1813F-HRTimeline
Global Retirement Partners, LLC7,806$487K0.01%+7,47213F-HRTimeline
Advisory Services Network, LLC7,721$482K0.01%+6313F-HRTimeline
PFG Investments, LLC7,549$471K0.02%+79313F-HRTimeline
State of Wyoming7,490$468K0.05%+3,45013F-HRTimeline
Tacita Capital Inc7,172$448K0.26%+2,43813F-HRTimeline
CWM, LLCin group CWM, LLC7,133$445K<0.01%-1,45313F-HRTimelineGroup
TFB Advisors LLC7,000$437K0.12%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,915$432K<0.01%-63613F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC6,899$431K<0.01%013F-HRTimeline
denkapparat Operations GmbH6,700$418K0.23%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,667$416K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,604$412K<0.01%013F-HRTimelineGroup
West Family Investments, Inc.6,542$408K0.1%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd6,469$404K0.02%-20913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,441$402K0.03%-22413F-HRTimeline
PDS Planning, Inc6,433$401K0.03%+213F-HRTimeline
DAVIDSON TRUST CO6,383$398K0.17%013F-HRTimeline
Private Advisor Group, LLC6,130$382K<0.01%+1,42513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,083$380K<0.01%-113F-HRTimelineGroup
XPONANCE LLC6,055$378K<0.01%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,031$376K0.14%013F-HRTimeline
Steward Partners Investment Advisory, L…5,958$372K<0.01%+1,08213F-HRTimeline
Gotham Asset Management, LLC5,945$371K<0.01%-2,39713F-HRTimeline
Argent Trust Co5,940$371K0.01%-32013F-HRTimeline
FreeGulliver LLC5,924$370K0.17%013F-HRTimeline
Running Point Capital Advisors, LLC5,901$368K0.1%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,874$367K<0.01%-2,28713F-HRTimelineGroup
Compound Planning, Inc.5,820$363K0.01%+66313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,747$359K0.01%013F-HRTimelineGroup
K.J. Harrison & Partners Inc5,682$355K0.05%-1713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,679$355K<0.01%-18,46413F-HRTimelineGroup
Mesirow Financial Investment Management…5,651$353K0.01%+1913F-HRTimeline
Long Run Wealth Advisors, LLC5,627$351K0.07%+2513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,625$351K<0.01%+32513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,592$349K<0.01%+86413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD5,483$342K<0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC5,420$338K<0.01%-27,16813F-HRTimelineGroup
Smithfield Trust Co5,394$337K0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,385$336K0.01%-1,44613F-HRTimeline
Dixon Mitchell Investment Counsel Inc.5,301$331K0.01%+3,32013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,028$314K<0.01%+46013F-HRTimelineGroup
CVA Family Office, LLC5,000$312K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.4,985$311K0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.4,955$310K0.06%-1213F-HRTimeline
Ethic Inc.4,821$301K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,784$298K0.01%+3913F-HRTimeline
Valmark Advisers, Inc.4,614$288K<0.01%new13F-HRTimeline
Rempart Asset Management Inc.4,535$283K0.05%+50013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,468$279K0.02%013F-HRTimeline
Pathway Financial Advisors LLC4,339$276K0.03%013F-HRTimeline
AlphaCore Capital LLC4,425$276K0.01%+68213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,300$268K<0.01%13F-HRTimelineGroup
EP Wealth Advisors, LLC4,293$268K<0.01%13F-HRTimeline
WASHINGTON TRUST Co4,230$264K0.01%-313F-HRTimeline
NewEdge Wealth, LLC4,190$261K<0.01%+10913F-HRTimeline
Ewing Morris & Co. Investment Partners …4,121$261K0.11%+6013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$261K0.03%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,136$258K0.01%+3013F-HRTimeline
Merit Financial Group, LLC4,119$257K<0.01%+28613F-HRTimeline
Frank, Rimerman Advisors LLC4,086$255K0.02%+2013F-HRTimeline
Ballast, Inc.4,083$255K0.06%013F-HRTimeline
Caprock Group, LLC4,056$253K0.01%-1,12713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$251K0.04%013F-HRTimeline
HB Wealth Management, LLC3,971$248K<0.01%+19413F-HRTimeline
Wealthspire Advisors, LLC3,966$247K<0.01%+1,14313F-HRTimeline
Beacon Pointe Advisors, LLC3,864$241K<0.01%new13F-HRTimeline
&PARTNERS3,849$240K<0.01%-813F-HRTimeline
Canopy Partners, LLC3,836$239K0.08%-5913F-HRTimeline
Well Done, LLC3,771$235K0.04%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,729$233K0.13%-2,79113F-HRTimeline
Parallel Advisors, LLC3,714$232K<0.01%-31713F-HRTimeline
MGO ONE SEVEN LLC3,696$231K<0.01%+1913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,568$223K<0.01%-74913F-HR/ATimelineGroup
Nilsine Partners, LLC3,563$222K0.02%013F-HRTimeline
Sanctuary Advisors, LLC3,552$222K<0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.3,477$217K0.01%+14513F-HRTimeline
Arkadios Wealth Advisors3,395$212K<0.01%+2813F-HRTimeline
Checchi Capital Advisers, LLC3,385$211K0.01%-1813F-HRTimeline
St. Louis Trust Co3,385$211K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,381$211K<0.01%013F-HRTimeline
Versant Capital Management, Inc3,375$211K0.03%+51513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,348$209K0.04%new13F-HRTimelineGroup
FIL Ltdin group FIL Ltd3,321$207K<0.01%-6,56213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC3,216$201K<0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,021$189K<0.01%-25,60913F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,994$187K0.13%013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,715$182K0.13%13F-HRTimeline
Independence Bank of Kentucky2,844$177K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,813$176K<0.01%-19713F-HRTimelineGroup
FIRST HORIZON CORP2,771$173K0.01%013F-HRTimeline
DANSKE BANK A/S2,693$168K<0.01%-30713F-HRTimeline
REXFORD CAPITAL INC2,655$166K0.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,466$154K0.01%+36013F-HRTimelineGroup
UMB Bank, n.a.2,360$147K<0.01%+2,00713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB2,201$137K<0.01%-6713F-HRTimeline
Blue Trust, Inc.2,136$133K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA2,490$133K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,014$126K0.01%new13F-HRTimeline
RHUMBLINE ADVISERS2,012$126K<0.01%-4513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$125K<0.01%-20313F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,903$119K0.01%013F-HRTimeline
CX Institutional1,899$118K<0.01%013F-HRTimeline
Perkins Coie Trust Co1,871$117K0.02%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,867$117K0Timeline
Caitong International Asset Management …1,848$115K0.03%+1,55913F-HR/ATimeline
IFP Advisors, Inc1,832$114K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,825$114K<0.01%-2513F-HRTimelineGroup
Princeton Global Asset Management LLC1,741$109K0.02%013F-HRTimeline
MAI Capital Management1,729$108K<0.01%+1,27313F-HRTimeline
Cromwell Holdings LLC1,719$107K0.06%013F-HRTimeline
Arax Advisory Partners1,651$103K<0.01%-1,90713F-HRTimeline
Chung Wu Investment Group, LLC1,553$96.9K0.08%013F-HRTimeline
Smartleaf Asset Management LLC1,423$89.2K<0.01%+83513F-HRTimeline
Pacifica Partners Inc.1,328$83.1K0.04%+4013F-HRTimeline
Oslo Pensjonsforsikring AS1,300$81.3K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,295$80.8K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,207$75.3K<0.01%-9513F-HRTimeline
FINANCIAL CONSULATE, INC1,200$74.9K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$74.9K<0.01%013F-HRTimeline
LOM Asset Management Ltd850$72.8K0.02%new13F-HRTimeline
Allworth Financial LP1,121$69.9K<0.01%+4313F-HRTimeline
CoreCap Advisors, LLC1,091$68.1K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,074$67K<0.01%013F-HRTimelineGroup
Triumph Capital Management1,073$67K0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC1,002$62.5K0.01%13F-HRTimeline
CITY HOLDING CO1,000$62.4K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC986$61.5K<0.01%-513F-HRTimeline
Glen Eagle Advisors, LLC939$58.6K0.01%-1413F-HRTimeline
Westside Investment Management, Inc.801$50.2K0.01%013F-HRTimeline
TOBAM578$50K0.01%-23813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC800$49.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC797$49.7K0.01%013F-HRTimeline
Asset Dedication, LLC787$49.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC782$48.8K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.748$46.7K<0.01%013F-HRTimeline
Abound Wealth Management717$44.7K0.01%-8113F-HRTimeline
Addison Advisors LLC687$42.9K0.01%-1713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$42.5K0.01%013F-HRTimelineGroup
Clean Yield Group679$42.4K0.01%-24613F-HRTimeline
Asset Planning,Inc678$42.3K0.03%013F-HRTimeline
CENTRAL TRUST Co600$37.4K<0.01%-60013F-HRTimeline
GAMMA Investing LLC576$35.9K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC513$33.5K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$33.1K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC523$32.6K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$31.3K0.01%013F-HRTimeline
AdvisorNet Financial, Inc500$31.2K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$31.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA497$31K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO481$30K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC460$28.7K0.01%013F-HRTimeline
Larson Financial Group LLC441$27.5K<0.01%+5513F-HRTimeline
Cornerstone Planning Group LLC411$25.9K<0.01%+16713F-HRTimeline
DUNCKER STREETT & CO INC414$25.8K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC327$20.4K0.01%013F-HRTimeline
Estate Planners Group, LLC323$20.1K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …317$19.8K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC311$19.4K<0.01%+2813F-HRTimelineGroup
Reflection Asset Management303$19.3K0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC274$17.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL246$15.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.241$15.1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners251$15K<0.01%new13F-HRTimeline
BFSG, LLC225$14K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…221$13.8K<0.01%+613F-HRTimeline
Hughes Financial Services, LLC205$12.8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$11.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$11.5K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC170$10.6K<0.01%new13F-HRTimeline