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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,993
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,944
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
16,893
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
16,884
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
16,684
shares
|
$1.3 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
16,386
shares
|
$1.27 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,254
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 49.65%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,898
shares
|
$1.24 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,842
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
15,783
shares
|
$1.23 Million
0.59% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,755
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
15,399
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
15,374
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 127.97%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
14,870
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 43.92%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,705
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
14,484
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,442
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,356
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 310.17%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,339
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 54.2%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
14,113
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
14,034
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
14,033
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
14,020
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,855
shares
|
$1.08 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
13,659
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 10.22%
|