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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,070
shares
|
$484,810
0.01% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
6,069
shares
|
$484,731
0.02% of portfolio
|
Q1 2025
Added 45.75%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
6,064
shares
|
$484,331
0.15% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
6,033
shares
|
$481,855
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
6,027
shares
|
$481,376
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,995
shares
|
$478,820
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,993
shares
|
$478,660
0.0% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
5,926
shares
|
$473,309
0.25% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,919
shares
|
$472,750
0.02% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,910
shares
|
$472,031
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
5,892
shares
|
$470,594
0.11% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,863
shares
|
$468,277
0.01% of portfolio
|
Q4 2022
Added 12.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,847
shares
|
$466,999
0.0% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,846
shares
|
$466,920
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,780
shares
|
$461,648
0.02% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,751
shares
|
$459,332
0.15% of portfolio
|
Q3 2023
Reduced 42.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,749
shares
|
$459,172
0.02% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
5,729
shares
|
$457,575
0.01% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
5,710
shares
|
$456,057
0.0% of portfolio
|
Q1 2025
Reduced 77.2%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
5,704
shares
|
$455,578
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,692
shares
|
$454,620
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$452,862
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
5,657
shares
|
$451,824
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
5,640
shares
|
$450,466
0.45% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
5,595
shares
|
$446,872
0.07% of portfolio
|
Q1 2025
New holding
|