Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 796 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
36,533
shares
|
$2.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
36,247
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
36,012
shares
|
$2.88 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
35,529
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
35,527
shares
|
$2.84 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
35,300
shares
|
$2.82 Million
1.78% of portfolio
|
Q1 2025
Reduced 44.65%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
35,293
shares
|
$2.82 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
34,955
shares
|
$2.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 73.51%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
34,843
shares
|
$2.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,243
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
33,908
shares
|
$2.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
33,323
shares
|
$2.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
33,223
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
32,560
shares
|
$2.6 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
32,136
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
31,401
shares
|
$2.51 Million
0.06% of portfolio
|
Q1 2025
Added 57.98%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
31,374
shares
|
$2.51 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
30,821
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,622
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
30,393
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,000
shares
|
$2.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
29,611
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
29,328
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
29,286
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
29,192
shares
|
$2.33 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.32%
|