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 |
|---|---|---|---|---|---|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,576
shares
|
$445,355
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
5,543
shares
|
$442,719
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
5,514
shares
|
$440,403
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
5,501
shares
|
$439,364
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,483
shares
|
$437,927
0.14% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
5,462
shares
|
$436,249
0.05% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,435
shares
|
$434,093
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,362
shares
|
$428,262
0.01% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
5,325
shares
|
$425,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,316
shares
|
$424,588
0.0% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
5,238
shares
|
$418,359
0.09% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
5,198
shares
|
$415,164
0.24% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
5,151
shares
|
$411,410
0.02% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,047
shares
|
$403,103
0.03% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,013
shares
|
$400,388
0.22% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,008
shares
|
$399,988
0.0% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
5,003
shares
|
$399,589
0.03% of portfolio
|
Q1 2025
Reduced 61.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,990
shares
|
$398,551
0.0% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,982
shares
|
$397,912
0.07% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,978
shares
|
$397,592
0.0% of portfolio
|
Q1 2025
Reduced 94.89%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,965
shares
|
$396,554
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
4,959
shares
|
$396,075
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,916
shares
|
$392,640
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,911
shares
|
$392,241
0.11% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,838
shares
|
$386,411
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|