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 |
|---|---|---|---|---|---|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
8,900
shares
|
$710,843
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,750
shares
|
$698,862
0.06% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
8,738
shares
|
$697,904
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
8,569
shares
|
$684,406
0.0% of portfolio
|
Q1 2025
Added 69.15%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
8,565
shares
|
$684,086
0.01% of portfolio
|
Q1 2025
Added 44.48%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
8,486
shares
|
$677,776
0.02% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,401
shares
|
$670,987
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,321
shares
|
$664,598
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
8,275
shares
|
$660,924
0.56% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,033
shares
|
$641,595
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
7,929
shares
|
$633,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
7,865
shares
|
$628,177
0.05% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,832
shares
|
$625,541
0.02% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
7,800
shares
|
$622,986
0.49% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,767
shares
|
$620,350
0.0% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,706
shares
|
$615,478
0.25% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
7,685
shares
|
$613,800
0.1% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,602
shares
|
$607,171
0.13% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
7,353
shares
|
$587,284
0.08% of portfolio
|
Q1 2025
Reduced 33.6%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,320
shares
|
$584,648
0.03% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,281
shares
|
$581,533
0.04% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
7,150
shares
|
$571,070
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7,087
shares
|
$566,038
0.02% of portfolio
|
Q1 2025
Reduced 91.45%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,045
shares
|
$562,684
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,026
shares
|
$561,166
0.03% of portfolio
|
Q1 2025
Added 0.77%
|