Stock ownership · SEC 13F · Q4 2025

SUN LIFE FINL INC F

Who owns SUN LIFE FINL INC F (CUSIP 866796105)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.1M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $2.1M in SUN LIFE FINL INC F positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$2.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 866796105 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $2.1M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - SUN LIFE FINL INC F's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SUN LIFE FINL INC F
  1. 1
    MidFirst Bank $1.9M
  2. 2
    DGS Capital Management, LLC $209K
  3. 3
    Strategic Investment Solutions, Inc. /IL $15K
  4. 4
    Bell Investment Advisors, Inc $11K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SUN LIFE FINL INC F position has held steady from 4 to 4 over the last 8 quarters of 13F filings.

1234567 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding SUN LIFE FINL INC F, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 30,489 $1.9M 89.0%
2 DGS Capital Management, LLC 3,348 $209K 9.8%
3 Strategic Investment Solutions, Inc. /IL 246 $15K 0.7%
4 Bell Investment Advisors, Inc 170 $11K 0.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SUN LIFE FINL INC F's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

MidFirst Bank $1.9M
DGS Capital Management, LLC $209K
Strategic Investment Solutions, Inc. /IL $15K

Complete exits (5)

ALEXANDER LABRUNERIE & CO., INC. exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Achmea Investment Management B.V. exited

Frequently Asked Questions

How many institutions hold SUN LIFE FINL INC F?▼
SUN LIFE FINL INC F is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SUN LIFE FINL INC F?▼
Institutions report $2.1M of SUN LIFE FINL INC F as of Q4 2025.
How concentrated is ownership of SUN LIFE FINL INC F?▼
The top five institutional holders account for 100% of the reported institutional value in SUN LIFE FINL INC F, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SUN LIFE FINL INC F?▼
MidFirst Bank is the largest reported holder of SUN LIFE FINL INC F with $1.9M across 30,489 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.