Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 746 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,066
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
17,959
shares
|
$1.46 Million
1.01% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,737
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,600
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,588
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,101
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
17,000
shares
|
$1.38 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16,541
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
16,259
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 25.94%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,998
shares
|
$1.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
15,985
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,903
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,868
shares
|
$1.29 Million
0.15% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,842
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,837
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
15,788
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
15,518
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,915
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
14,867
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,692
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,621
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
14,518
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,010
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,855
shares
|
$1.13 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
13,825
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 2.4%
|