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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,000
shares
|
$622,240
0.01% of portfolio
|
Q2 2025
Reduced 63.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,939
shares
|
$617,495
0.0% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,915
shares
|
$615,628
0.05% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
7,865
shares
|
$611,739
0.04% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
7,852
shares
|
$610,728
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
7,800
shares
|
$606,684
0.47% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,773
shares
|
$604,583
0.02% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,766
shares
|
$604,039
0.01% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,606
shares
|
$591,594
0.23% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,602
shares
|
$591,283
0.13% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
7,548
shares
|
$587,083
0.03% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
7,462
shares
|
$580,394
0.03% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,223
shares
|
$561,804
0.0% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
7,049
shares
|
$548,271
0.23% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
6,795
shares
|
$528,515
1.0% of portfolio
|
Q2 2025
Reduced 90.74%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
6,752
shares
|
$525,170
0.02% of portfolio
|
Q2 2025
Added 43.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
6,742
shares
|
$524,392
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
6,738
shares
|
$524,081
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,715
shares
|
$522,292
0.0% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
6,680
shares
|
$519,570
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,672
shares
|
$518,948
0.35% of portfolio
|
Q4 2023
Added 32.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,587
shares
|
$512,336
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
6,543
shares
|
$508,914
0.08% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
6,480
shares
|
$504,014
0.11% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
6,445
shares
|
$501,292
0.0% of portfolio
|
Q2 2025
Added 13.23%
|