SUN LIFE FINANCIAL INC (SLF) — Institutional Holders, Q2 2026 (page 4)
497 institutional investment managers reported a SLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $20.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SLF 13F holders ranked 301–400 of 497
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Integrated Wealth Concepts#301 · 4,719 sh | 4,719 | $370.0K | <0.01% | New |
| 302 | Dixon Mitchell Investment Counsel#302 · 4,629 sh | 4,629 | $363.3K | 0.01% | -12.7% |
| 303 | Aaron Wealth Advisors#303 · 4,619 sh | 4,619 | $362.2K | — | +12.1% |
| 304 | GLENMEDE NA#304 · 4,598 sh | 4,598 | $360.6K | <0.01% | +4.3% |
| 305 | Canoe Financial#305 · 4,579 sh | 4,579 | $359.2K | — | -7.4% |
| 306 | Ballentine Partners#306 · 4,527 sh | 4,527 | $355.0K | <0.01% | New |
| 307 | GREENWOOD GEARHART#307 · 4,498 sh | 4,498 | $352.7K | 0.02% | +9.8% |
| 308 | Optas#308 · 4,454 sh | 4,454 | $349.3K | 0.05% | New |
| 309 | Pathway Financial Advisors#309 · 4,339 sh | 4,339 | $345.6K | — | 0.0% |
| 310 | HB Wealth Management#310 · 4,390 sh | 4,390 | $344.3K | — | +5.6% |
| 311 | LOUISBOURG INVESTMENTS#311 · 4,386 sh | 4,386 | $343.7K | — | -14.1% |
| 312 | Summit Trail Advisors#312 · 4,350 sh | 4,350 | $341.1K | <0.01% | +0.1% |
| 313 | Parallel Advisors#313 · 4,341 sh | 4,341 | $340.4K | <0.01% | +1.6% |
| 314 | Frank, Rimerman Advisors#314 · 4,324 sh | 4,324 | $339.1K | — | +5.8% |
| 315 | Ameritas Advisory Services#315 · 4,268 sh | 4,268 | $334.7K | <0.01% | New |
| 316 | Pacer Advisors#316 · 4,257 sh | 4,257 | $334.0K | <0.01% | -99.9% |
| 317 | WASHINGTON#317 · 4,230 sh | 4,230 | $331.7K | — | 0.0% |
| 318 | ASAHI LIFE ASSET MANAGEMENT , LTD.#318 · 4,187 sh | 4,187 | $328.6K | 0.19% | New |
| 319 | VILLERE ST DENIS J#319 · 4,177 sh | 4,177 | $327.6K | 0.04% | 0.0% |
| 320 | GRIMES & WEALTH MANAGEMENT#320 · 4,175 sh | 4,175 | $327.4K | <0.01% | -8.4% |
| 321 | NewEdge Wealth#321 · 4,144 sh | 4,144 | $325.0K | <0.01% | -2.2% |
| 322 | HSBC PLC#322 · 4,106 sh | 4,106 | $322.0K | <0.01% | New |
| 323 | BRIGHTON JONES#323 · 4,102 sh | 4,102 | $321.6K | <0.01% | -1.3% |
| 324 | Ballast#324 · 4,083 sh | 4,083 | $320.2K | — | 0.0% |
| 325 | Goepper Burkhardt#325 · 4,046 sh | 4,046 | $317.3K | 0.10% | 0.0% |
| 326 | Canopy Partners#326 · 4,042 sh | 4,042 | $317.0K | 0.10% | +2.9% |
| 327 | TWO SIGMA SECURITIES#327 · 4,031 sh | 4,031 | $316.1K | 0.03% | New |
| 328 | MITCHELL MCLEOD PUGH & WILLIAMS#328 · 3,848 sh | 3,848 | $301.8K | 0.04% | 0.0% |
| 329 | WESTWOOD GROUP#329 · 3,841 sh | 3,841 | $301.5K | <0.01% | New |
| 330 | Merit Financial Group#330 · 3,818 sh | 3,818 | $299.4K | <0.01% | +11.7% |
| 331 | Well Done#331 · 3,771 sh | 3,771 | $295.7K | — | 0.0% |
| 332 | Rempart Asset Management#332 · 3,685 sh | 3,685 | $288.7K | — | -18.7% |
| 333 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#333 · 3,682 sh | 3,682 | $288.7K | 0.01% | New |
| 334 | Sanctuary Advisors#334 · 3,657 sh | 3,657 | $286.8K | <0.01% | +1.7% |
| 335 | Equitable#335 · 3,628 sh | 3,628 | $284.5K | <0.01% | New |
| 336 | Nilsine Partners#336 · 3,579 sh | 3,579 | $280.7K | 0.02% | +0.4% |
| 337 | Checchi Capital Advisers#337 · 3,582 sh | 3,582 | $277.9K | 0.01% | -0.5% |
| 338 | Bridgewater Advisors#338 · 3,323 sh | 3,323 | $274.0K | 0.01% | New |
| 339 | J.W. COLE ADVISORS#339 · 3,399 sh | 3,399 | $266.6K | <0.01% | New |
| 340 | OneDigital Investment Advisors#340 · 3,288 sh | 3,288 | $257.9K | <0.01% | New |
| 341 | Ascent Group#341 · 3,266 sh | 3,266 | $256.1K | <0.01% | New |
| 342 | AXXCESS WEALTH MANAGEMENT#342 · 3,236 sh | 3,236 | $253.8K | — | +0.4% |
| 343 | McDonough Capital Management#343 · 3,201 sh | 3,201 | $251.0K | 0.13% | 0.0% |
| 344 | FRANKLIN STREET ADVISORS#344 · 3,170 sh | 3,170 | $248.6K | — | -6.8% |
| 345 | MAI Capital Management#345 · 3,158 sh | 3,158 | $247.7K | <0.01% | +71.5% |
| 346 | J. L. Bainbridge#346 · 3,148 sh | 3,148 | $246.9K | — | New |
| 347 | VestGen Advisors#347 · 3,140 sh | 3,140 | $246.2K | <0.01% | -21.4% |
| 348 | MONECO Advisors#348 · 3,080 sh | 3,080 | $241.5K | 0.01% | New |
| 349 | Genus Capital Management#349 · 3,059 sh | 3,059 | $240.1K | 0.02% | New |
| 350 | State of Wyoming#350 · 3,040 sh | 3,040 | $238.6K | 0.02% | New |
| 351 | SRS Capital Advisors#351 · 2,991 sh | 2,991 | $234.6K | <0.01% | +540.5% |
| 352 | Focus Partners Advisor Solutions#352 · 2,988 sh | 2,988 | $234.3K | <0.01% | New |
| 353 | Concurrent Investment Advisors#353 · 2,983 sh | 2,983 | $233.9K | — | New |
| 354 | MAVERICK CAPITAL LTD#354 · 2,981 sh | 2,981 | $233.8K | <0.01% | New |
| 355 | Principal Street Partners#355 · 2,977 sh | 2,977 | $233.5K | 0.03% | New |
| 356 | Bruce G. Allen Investments#356 · 2,968 sh | 2,968 | $232.8K | 0.15% | -0.9% |
| 357 | SG Americas Securities#357 · 2,083 sh | 2,083 | $232.0K | <0.01% | New |
| 358 | COMMERCE BANK#358 · 2,946 sh | 2,946 | $231.0K | <0.01% | New |
| 359 | UNITED CAPITAL FINANCIAL ADVISORS#359 · 2,908 sh | 2,908 | $228.0K | <0.01% | New |
| 360 | MAGNOLIA CAPITAL ADVISORS#360 · 2,891 sh | 2,891 | $226.7K | 0.04% | New |
| 361 | OLD NATIONAL BANCORP#361 · 2,882 sh | 2,882 | $226.0K | — | New |
| 362 | INTRUST BANK NA#362 · 2,816 sh | 2,816 | $220.8K | 0.02% | New |
| 363 | HOWLAND CAPITAL MANAGEMENT#363 · 2,783 sh | 2,783 | $218.2K | — | New |
| 364 | FIRST HORIZON NATIONAL#364 · 2,771 sh | 2,771 | $217.3K | — | 0.0% |
| 365 | Wealthspire Advisors#365 · 2,745 sh | 2,745 | $215.3K | <0.01% | New |
| 366 | EverSource Wealth Advisors#366 · 2,704 sh | 2,704 | $212.0K | <0.01% | +33.1% |
| 367 | FLPUTNAM INVESTMENT MANAGEMENT#367 · 2,691 sh | 2,691 | $211.0K | <0.01% | New |
| 368 | NewEdge Advisors#368 · 2,685 sh | 2,685 | $210.5K | <0.01% | New |
| 369 | REXFORD CAPITAL#369 · 2,655 sh | 2,655 | $208.2K | 0.13% | 0.0% |
| 370 | Mengis Capital Management#370 · 2,577 sh | 2,577 | $202.1K | — | New |
| 371 | Vigilare Wealth Management#371 · 2,570 sh | 2,570 | $201.5K | 0.06% | New |
| 372 | Ronald Blue#372 · 2,562 sh | 2,562 | $200.9K | — | -14.0% |
| 373 | Lombard Odier Asset Management (Switzerland) SA#373 · 2,559 sh | 2,559 | $200.7K | <0.01% | -76.0% |
| 374 | Clearstead Advisors#374 · 2,487 sh | 2,487 | $195.0K | <0.01% | New |
| 375 | Global Retirement Partners#375 · 2,411 sh | 2,411 | $189.1K | <0.01% | — |
| 376 | WELLINGTON-ALTUS USA#376 · 2,715 sh | 2,715 | $183.1K | 0.13% | -5.4% |
| 377 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#377 · 2,273 sh | 2,273 | $178.2K | 0.00% | 0.0% |
| 378 | Union Bancaire Privee, UBP SA#378 · 2,490 sh | 2,490 | $170.2K | <0.01% | 0.0% |
| 379 | SWISS RE LTD#379 · 2,084 sh | 2,084 | $163.6K | 0.01% | New |
| 380 | ASSETMARK#380 · 2,059 sh | 2,059 | $161.5K | — | +11.8% |
| 381 | UMB Bank, n.a.#381 · 2,043 sh | 2,043 | $160.2K | <0.01% | 0.0% |
| 382 | MassMutual Private Wealth & , FSB#382 · 2,017 sh | 2,017 | $158.2K | — | +0.8% |
| 383 | TOBAM#383 · 1,389 sh | 1,389 | $155.0K | 0.04% | +67.3% |
| 384 | RHUMBLINE ADVISERS#384 · 1,966 sh | 1,966 | $154.2K | <0.01% | -2.8% |
| 385 | Capital Advisors, Ltd.#385 · 1,903 sh | 1,903 | $149.0K | 0.01% | 0.0% |
| 386 | Corient IA#386 · 1,900 sh | 1,900 | $149.0K | 0.14% | -66.7% |
| 387 | Perkins Coie#387 · 1,871 sh | 1,871 | $146.7K | — | 0.0% |
| 388 | IFP Advisors#388 · 1,817 sh | 1,817 | $142.5K | — | 0.0% |
| 389 | Princeton Global Asset Management#389 · 1,741 sh | 1,741 | $136.5K | — | 0.0% |
| 390 | Cromwell#390 · 1,719 sh | 1,719 | $134.8K | 0.06% | 0.0% |
| 391 | Pinnacle Wealth Planning Services#391 · 1,708 sh | 1,708 | $133.9K | 0.01% | 0.0% |
| 392 | Chung Wu Investment Group#392 · 1,553 sh | 1,553 | $121.8K | 0.08% | 0.0% |
| 393 | CoreCap Advisors#393 · 1,368 sh | 1,368 | $107.3K | — | +4.7% |
| 394 | Smartleaf Asset Management#394 · 1,359 sh | 1,359 | $106.2K | <0.01% | 0.0% |
| 395 | Pacifica Partners#395 · 1,328 sh | 1,328 | $105.4K | — | 0.0% |
| 396 | PlanVest Financial#396 · 1,333 sh | 1,333 | $104.5K | 0.07% | 0.0% |
| 397 | MATHER GROUP#397 · 1,308 sh | 1,308 | $102.5K | — | +49.3% |
| 398 | BIRCHBROOK#398 · 1,295 sh | 1,295 | $101.6K | — | 0.0% |
| 399 | Farther Finance Advisors#399 · 1,209 sh | 1,209 | $94.8K | — | +0.1% |
| 400 | LOM Asset Management Ltd#400 · 850 sh | 850 | $94.6K | 0.02% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.