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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,846
shares
|
$454,701
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,831
shares
|
$453,535
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
5,828
shares
|
$453,301
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,820
shares
|
$452,679
0.09% of portfolio
|
Q2 2025
Added 96.62%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
5,807
shares
|
$451,668
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,790
shares
|
$450,346
0.1% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,767
shares
|
$448,557
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,751
shares
|
$447,312
0.15% of portfolio
|
Q3 2023
Reduced 42.89%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
5,719
shares
|
$444,823
0.04% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
5,719
shares
|
$444,823
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,681
shares
|
$441,868
0.0% of portfolio
|
Q2 2025
Added 78.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
5,657
shares
|
$440,001
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
5,595
shares
|
$435,179
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,576
shares
|
$433,701
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
5,572
shares
|
$433,390
0.05% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
5,548
shares
|
$431,523
0.07% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,539
shares
|
$430,823
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,440
shares
|
$423,123
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,435
shares
|
$422,734
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,434
shares
|
$422,656
0.01% of portfolio
|
Q2 2025
Reduced 39.26%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,400
shares
|
$420,012
0.01% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,365
shares
|
$417,289
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,362
shares
|
$417,056
0.01% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
5,302
shares
|
$412,389
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,209
shares
|
$405,156
0.02% of portfolio
|
Q2 2025
Added 1.13%
|