Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 808 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
35,816
shares
|
$2.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
35,795
shares
|
$2.78 Million
1.78% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
35,704
shares
|
$2.78 Million
0.05% of portfolio
|
Q2 2025
Added 637.99%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
35,677
shares
|
$2.77 Million
0.63% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
35,330
shares
|
$2.75 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
35,086
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
34,843
shares
|
$2.71 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
34,759
shares
|
$2.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
33,114
shares
|
$2.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,994
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
32,783
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,119
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.49%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
32,005
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
31,565
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2025
Added 62.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,415
shares
|
$2.44 Million
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
31,373
shares
|
$2.44 Million
2.05% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
31,185
shares
|
$2.43 Million
0.3% of portfolio
|
Q2 2025
Added 623.72%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
31,156
shares
|
$2.42 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
30,585
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
30,414
shares
|
$2.37 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,000
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
29,920
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
29,350
shares
|
$2.28 Million
0.57% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,338
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
29,263
shares
|
$2.28 Million
0.13% of portfolio
|
Q2 2025
New holding
|