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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,544
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 85.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
13,419
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 184.18%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
13,417
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
13,306
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
13,239
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 66.97%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
13,148
shares
|
$1.02 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
13,077
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
13,025
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
12,971
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 134.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
12,966
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
12,833
shares
|
$998,150
0.33% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
12,825
shares
|
$997,528
0.02% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,617
shares
|
$981,350
0.01% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
12,613
shares
|
$981,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,581
shares
|
$978,550
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,467
shares
|
$969,683
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
12,450
shares
|
$968,361
0.06% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
12,396
shares
|
$964,160
0.03% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,354
shares
|
$960,894
0.01% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,291
shares
|
$955,993
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
12,221
shares
|
$950,549
0.13% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
12,216
shares
|
$950,160
0.03% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
12,139
shares
|
$944,171
0.03% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
12,076
shares
|
$939,271
0.75% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
12,033
shares
|
$935,926
0.29% of portfolio
|
Q2 2025
Added 24.46%
|