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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,817
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 68.47%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
12,812
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,581
shares
|
$1 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,517
shares
|
$999,732
0.02% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
12,479
shares
|
$996,697
0.03% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,467
shares
|
$995,739
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
12,450
shares
|
$994,381
0.06% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
12,221
shares
|
$976,091
0.05% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,098
shares
|
$966,267
0.81% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
12,074
shares
|
$964,350
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
12,070
shares
|
$964,030
0.02% of portfolio
|
Q1 2025
Added 168.46%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
11,734
shares
|
$937,194
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
11,723
shares
|
$936,316
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
11,482
shares
|
$917,067
0.12% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,334
shares
|
$905,246
0.01% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
11,290
shares
|
$901,732
0.13% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,147
shares
|
$890,310
0.02% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,110
shares
|
$887,355
0.27% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
11,018
shares
|
$880,007
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
10,891
shares
|
$869,864
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
10,879
shares
|
$868,905
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,861
shares
|
$867,468
0.03% of portfolio
|
Q1 2025
Added 34.19%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,707
shares
|
$855,168
0.03% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
10,412
shares
|
$831,606
1.24% of portfolio
|
Q1 2024
Reduced 41.62%
|