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Disclosery

SLF SUN LIFE FINANCIAL INC.

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Stock (common), issuer CIK 1097362

441 managers (452 13F filers) reported a position in SLF shares at 2026-03-31, 248,700,091 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
441
13F filers
452
New
40
Added
177
Reduced
116
Sold out
32
Shares held by filers
248,700,091

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JCP Investment Management, LLCin group JCP Investment Management, LLC12,762$798K0.53%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,619$789K<0.01%+2,05113F-HRTimelineGroup
Quilter Plcin group Quilter Plc8,841$770K0.01%-11513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…11,987$750K0.01%+58613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,662$746K+262Timeline
Capital World Investors11,600$727K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,592$725K<0.01%-6313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,973$711K<0.01%+9,05713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,179$699K<0.01%+14213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,801$687K0.02%013F-HRTimeline
Plato Investment Management Ltd10,716$669K0.04%new13F-HRTimeline
Lombard Odier Asset Management (Switzer…10,659$668K0.03%-19,67713F-HRTimeline
Gotham Asset Management, LLC10,586$662K<0.01%+4,64113F-HRTimeline
Lester Murray Antman dba SimplyRich10,505$657K0.17%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,476$655K0.01%new13F-HRTimelineGroup
Claret Asset Management Corp10,175$637K0.08%+1,36813F-HRTimeline
One Capital Management, LLC10,192$637K0.02%+2513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,996$634K+416Timeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,015$625K0.1%013F-HRTimelineGroup
Candriam S.C.A.9,794$612K<0.01%+17713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,664$605K0.01%+4,88013F-HRTimeline
PDT Partners, LLC9,648$604K0.04%013F-HRTimeline
WOODSTOCK CORP9,647$604K0.05%013F-HRTimeline
Plan A Wealth LLC9,626$602K0.29%+54713F-HRTimeline
Investment Research Partners LLC9,487$594K0.24%+68013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,095$569K<0.01%-5113F-HRTimelineGroup
Financial & Tax Architects, LLC8,982$562K0.13%-3,29813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC8,900$554K<0.01%-12,53513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC8,557$535K<0.01%+2,68313F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,525$533K<0.01%+4,66113F-HRTimeline
LGT Group Foundationin group LGT Group Foundation8,493$532K0.01%013F-HRTimelineGroup
111 Capital8,408$527K0.13%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,270$517K0.01%-4913F-HRTimeline
AM INVESTMENT STRATEGIES LLC8,163$511K0.11%+1913F-HRTimeline
BLAIR WILLIAM & CO/IL8,142$509K<0.01%-2,12113F-HRTimeline
Steward Partners Investment Advisory, L…7,942$497K<0.01%+1,98413F-HRTimeline
Advisory Services Network, LLC7,864$492K0.01%+14313F-HRTimeline
Private Advisor Group, LLC7,861$492K<0.01%+1,73113F-HRTimeline
Compound Planning, Inc.7,800$488K0.02%+1,98013F-HRTimeline
Fideuram Asset Management (Ireland) dac5,282$462K0.06%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,298$457K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC7,284$456K0.02%-26513F-HRTimeline
Tacita Capital Inc7,263$454K0.27%+9113F-HRTimeline
Waverly Advisors, LLC7,131$446K<0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,899$432K0.01%013F-HRTimeline
Ethic Inc.6,898$432K0.01%+2,07713F-HRTimeline
Caprock Group, LLC6,821$427K0.01%+2,76513F-HRTimeline
denkapparat Operations GmbH6,700$420K0.17%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd6,678$418K0.03%+20913F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI6,667$417K0.02%013F-HRTimeline
&PARTNERS7,146$414K<0.01%+3,29713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,604$413K<0.01%013F-HRTimelineGroup
West Family Investments, Inc.6,455$404K0.14%-8713F-HRTimeline
Sound View Wealth Advisors Group, LLC6,441$403K0.03%013F-HRTimeline
DAVIDSON TRUST CO6,383$399K0.17%013F-HRTimeline
PDS Planning, Inc6,340$397K0.03%-9313F-HRTimeline
CWM, LLCin group CWM, LLC6,126$383K<0.01%-1,00713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,097$381K<0.01%-349,19313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,084$381K<0.01%+113F-HRTimelineGroup
Summerhill Capital Management lnc.6,081$380K0.33%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,009$376K0.14%-2213F-HRTimeline
Argent Trust Co5,940$372K0.01%013F-HRTimeline
FreeGulliver LLC5,924$371K0.16%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,788$362K<0.01%+19613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,747$360K0.01%013F-HRTimelineGroup
K.J. Harrison & Partners Inc5,745$359K0.06%+6313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,728$358K0.01%+34313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,718$358K<0.01%+9313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,700$357K<0.01%+2,13213F-HRTimelineGroup
Mesirow Financial Investment Management…5,670$355K0.01%+1913F-HRTimeline
HARBOUR INVESTMENTS, INC.5,509$345K0.01%+2,12813F-HRTimeline
PINNACLE ASSOCIATES LTD5,506$344K<0.01%+2313F-HRTimeline
Venturi Wealth Management, LLC5,442$340K0.02%new13F-HRTimeline
Smithfield Trust Co5,394$337K0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.5,301$331K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,226$327K<0.01%+19813F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.5,105$319K0.06%+15013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC5,000$313K0.14%13F-HRTimeline
CVA Family Office, LLC5,000$313K0.03%013F-HRTimeline
Confluence Wealth Services, Inc.4,985$312K0.01%013F-HRTimeline
Canoe Financial LP4,946$310K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,763$298K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC4,710$295K<0.01%+41713F-HRTimeline
Scientech Research LLC4,685$293K0.24%new13F-HRTimeline
First Affirmative Financial Network4,657$291K0.11%13F-HR/ATimeline
Ewing Morris & Co. Investment Partners …4,661$291K0.13%+54013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,557$285K0.01%+42113F-HRTimeline
Rempart Asset Management Inc.4,535$283K0.06%013F-HRTimeline
VestGen Advisors, LLC3,993$282K0.01%new13F-HRTimeline
Pathway Financial Advisors LLC4,339$276K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,410$276K<0.01%+11013F-HRTimelineGroup
Summit Trail Advisors, LLC4,346$272K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,273$267K<0.01%+55913F-HR/ATimeline
NewEdge Wealth, LLC4,238$265K<0.01%+4813F-HRTimeline
WASHINGTON TRUST Co4,230$265K0.01%013F-HRTimeline
VILLERE ST DENIS J & CO LLC4,177$261K0.03%013F-HRTimeline
HB Wealth Management, LLC4,158$260K<0.01%+18713F-HRTimeline
BRIGHTON JONES LLC4,158$260K0.01%new13F-HR/ATimeline
Versant Capital Management, Inc4,151$260K0.03%+77613F-HRTimeline
Aaron Wealth Advisors LLC4,122$258K0.01%new13F-HRTimeline
Jain Global LLC4,110$257K<0.01%new13F-HRTimeline
GREENWOOD GEARHART LLC4,098$256K0.01%new13F-HRTimeline
Frank, Rimerman Advisors LLC4,086$256K0.02%013F-HRTimeline
Ballast, Inc.4,083$255K0.06%013F-HRTimeline
COZAD ASSET MANAGEMENT INC4,072$255K0.02%-39613F-HRTimeline
Goepper Burkhardt LLC4,046$253K0.08%new13F-HRTimeline
Nilsine Partners, LLC3,563$252K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,871$247K0.15%+15613F-HRTimeline
Canopy Partners, LLC3,929$246K0.08%+9313F-HRTimeline
PINEBRIDGE INVESTMENTS LLC2,789$243K<0.01%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,848$241K0.04%013F-HRTimeline
Well Done, LLC3,771$236K0.03%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,756$235K<0.01%-1,66413F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC3,693$231K0.04%+34513F-HRTimelineGroup
Brooklyn Investment Group3,632$227K0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC3,599$225K0.02%+21413F-HRTimeline
Sanctuary Advisors, LLC3,596$225K<0.01%+4413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,567$223K0.01%+1,10113F-HR/ATimelineGroup
Arkadios Wealth Advisors3,437$215K<0.01%+4213F-HRTimeline
Merit Financial Group, LLC3,419$214K<0.01%-70013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC3,400$213K0.01%-5,00013F-HRTimeline
St. Louis Trust Co3,385$212K0.02%013F-HRTimeline
FIL Ltdin group FIL Ltd3,321$208K<0.01%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC3,223$202K0.01%+713F-HRTimeline
McDonough Capital Management, Inc3,201$200K0.11%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,994$187K0.12%013F-HRTimeline
Blue Trust, Inc.2,979$186K<0.01%+84313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,800$175K<0.01%-1313F-HRTimelineGroup
FIRST HORIZON CORP2,771$173K0.01%013F-HRTimeline
REXFORD CAPITAL INC2,655$166K0.12%013F-HRTimeline
Union Bancaire Privee, UBP SA2,490$135K<0.01%013F-HRTimeline
Caitong International Asset Management …2,061$129K0.02%+21313F-HRTimeline
UMB Bank, n.a.2,043$128K<0.01%-31713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RHUMBLINE ADVISERS2,022$126K<0.01%+1013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,001$125K<0.01%-20013F-HRTimeline
Capital Advisors, Ltd. LLC1,903$119K0.01%013F-HRTimeline
Perkins Coie Trust Co1,871$117K0.02%013F-HRTimeline
MAI Capital Management1,841$115K<0.01%+11213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,841$115K<0.01%+1613F-HRTimelineGroup
IFP Advisors, Inc1,817$114K<0.01%-1513F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,802$113K-65Timeline
Princeton Global Asset Management LLC1,741$109K0.02%013F-HRTimeline
Cromwell Holdings LLC1,719$108K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,708$107K0.01%-30613F-HRTimeline
Chung Wu Investment Group, LLC1,553$97.2K0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,200$86.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,359$84.2K<0.01%-6413F-HRTimeline
PlanVest Financial, Inc1,333$83.4K0.06%13F-HRTimeline
Pacifica Partners Inc.1,328$83K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,306$81.7K<0.01%+21513F-HRTimeline
Oslo Pensjonsforsikring AS1,300$81.2K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,295$81K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,208$76K<0.01%+113F-HRTimeline
LOM Asset Management Ltd850$74.1K0.02%013F-HRTimeline
CX Institutional1,184$74K<0.01%-71513F-HRTimeline
TOBAM830$72K0.02%+25213F-HRTimeline
Allworth Financial LP1,117$69.9K<0.01%-413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,074$67.2K<0.01%013F-HRTimelineGroup
Triumph Capital Management1,073$67.1K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,050$65.7K<0.01%new13F-HRTimeline
DANSKE BANK A/S1,006$62.9K<0.01%-1,68713F-HRTimeline
CITY HOLDING CO1,000$62.6K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC994$62.2K0.01%-813F-HRTimeline
Glen Eagle Advisors, LLC939$58.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC916$57.3K<0.01%-7013F-HRTimeline
MATHER GROUP, LLC.876$54.8K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.801$50.6K0.01%013F-HRTimeline
MCF Advisors LLC800$50K<0.01%013F-HRTimeline
Addison Advisors LLC789$49.4K0.01%+10213F-HRTimeline
Asset Dedication, LLC787$49.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC782$48.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.748$46.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department681$42.6K0.01%013F-HRTimelineGroup
Asset Planning,Inc678$42.4K0.03%013F-HRTimeline
Abound Wealth Management638$39.9K0.01%-7913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC530$38.8K0.02%013F-HRTimeline
CENTRAL TRUST Co600$37.5K<0.01%013F-HRTimeline
Larson Financial Group LLC592$37K<0.01%+15113F-HRTimeline
GAMMA Investing LLC576$36K<0.01%013F-HRTimeline
Scarborough Advisors, LLC523$32.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC523$32.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC441$32.3K<0.01%+3013F-HRTimeline
SITTNER & NELSON, LLC513$32.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc500$31.3K<0.01%013F-HRTimeline
SRH ADVISORS, LLC500$31.3K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…500$31.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA497$31.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO481$30.1K<0.01%013F-HRTimelineGroup
Arax Advisory Partners467$29.2K<0.01%-1,18413F-HRTimeline
WealthCollab, LLC460$28.8K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC414$25.9K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC400$25K<0.01%new13F-HRTimeline
Clean Yield Group380$23.8K0.01%-29913F-HRTimeline
Dogwood Wealth Management LLC327$20.5K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …317$19.8K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC283$17.7K<0.01%-2813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL246$15.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.241$15.1K<0.01%013F-HRTimeline
BFSG, LLC225$14.1K<0.01%013F-HRTimeline
Hughes Financial Services, LLC205$12.8K<0.01%013F-HRTimeline