# SUN LIFE FINANCIAL INC. (SLF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SLF/

- Reporting holders: 12
- Reported value: $2.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $826.6K | 10,602 | 0.3% | 7 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $497.7K | 6,383 | 0.2% | 28 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $396.6K | 5,087 | 0.0% | 8 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $338.3K | 4,339 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $106.7K | 1,368 | 0.0% | 9 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $102.1K | 1,328 | 0.0% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $98.5K | 1,263 | 0.0% | 13 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $81.1K | 1,040 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $44.9K | 576 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $43.7K | 560 | 0.0% | 2 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $12.7K | 162,293 | 0.1% | 31 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $9.4K | 121 | 0.0% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.2K | 16 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $92 | 1,184 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $2.5M |
| Q2 2026 | 501 | $21.3B |
| Q1 2026 | 452 | $16.2B |
| Q4 2025 | 442 | $16.6B |
| Q3 2025 | 438 | $15.9B |
| Q2 2025 | 453 | $21.7B |
| Q1 2025 | 423 | $15.6B |
| Q4 2024 | 442 | $17.8B |
| Q3 2024 | 425 | $16.6B |
| Q2 2024 | 399 | $13.9B |
| Q1 2024 | 423 | $16.0B |
| Q4 2023 | 402 | $15.3B |