Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 746 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,402
shares
|
$588,162
0.21% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,320
shares
|
$581,647
0.03% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,284
shares
|
$578,786
0.02% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,276
shares
|
$578,150
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,217
shares
|
$573,462
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,169
shares
|
$569,648
0.0% of portfolio
|
Q4 2024
Added 95.71%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,105
shares
|
$564,563
0.43% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,044
shares
|
$559,716
0.02% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,042
shares
|
$559,557
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,972
shares
|
$553,995
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,893
shares
|
$547,717
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6,886
shares
|
$547,161
0.33% of portfolio
|
Q1 2024
Reduced 98.34%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,825
shares
|
$542,314
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
6,800
shares
|
$540,328
0.1% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,732
shares
|
$534,924
0.05% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,672
shares
|
$530,157
0.35% of portfolio
|
Q4 2023
Added 32.57%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,630
shares
|
$526,819
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$526,581
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,603
shares
|
$524,674
0.0% of portfolio
|
Q4 2024
Reduced 97.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,536
shares
|
$519,350
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,526
shares
|
$518,555
0.06% of portfolio
|
Q4 2024
Reduced 84.26%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,486
shares
|
$515,377
0.03% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
6,480
shares
|
$514,900
0.11% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,450
shares
|
$512,516
0.01% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,442
shares
|
$511,881
0.05% of portfolio
|
Q4 2024
Reduced 1.99%
|