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 |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
11,583
shares
|
$900,925
0.12% of portfolio
|
Q2 2025
Added 57.53%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
11,527
shares
|
$896,570
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,242
shares
|
$874,402
0.04% of portfolio
|
Q2 2025
Added 69.56%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
11,200
shares
|
$871,136
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,147
shares
|
$867,013
0.02% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
11,128
shares
|
$865,535
0.09% of portfolio
|
N/A
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,078
shares
|
$861,646
0.0% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
11,010
shares
|
$856,357
0.01% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
10,948
shares
|
$851,535
0.07% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
10,874
shares
|
$845,779
0.17% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
10,828
shares
|
$842,201
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,814
shares
|
$841,112
0.1% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
10,512
shares
|
$817,623
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Boxwood Ventures, Inc.
|
Aug 12, 2025 Q2 2025 |
10,412
shares
|
$809,845
1.12% of portfolio
|
Q1 2024
Reduced 41.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
10,307
shares
|
$801,678
0.01% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
10,181
shares
|
$791,878
0.12% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
10,155
shares
|
$789,855
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,126
shares
|
$787,600
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,027
shares
|
$779,900
0.0% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
9,954
shares
|
$774,222
0.64% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,916
shares
|
$771,266
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,843
shares
|
$765,588
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,832
shares
|
$764,732
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
9,831
shares
|
$764,655
0.06% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
9,716
shares
|
$755,710
0.5% of portfolio
|
Q2 2025
Added 198.77%
|