Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 798 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
16,060
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
15,898
shares
|
$1.26 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,842
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
15,783
shares
|
$1.25 Million
0.59% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
15,764
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
15,396
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
15,154
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 43.29%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
14,867
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
14,805
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
14,774
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
14,661
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
14,553
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
14,442
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
14,428
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
14,300
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,209
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
14,042
shares
|
$1.11 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,855
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13,812
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,692
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,659
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
13,202
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
13,196
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
13,033
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
12,833
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 2.33%
|