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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,309
shares
|
$350,149
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,293
shares
|
$348,849
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,235
shares
|
$344,136
0.01% of portfolio
|
Q4 2024
Reduced 80.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,164
shares
|
$338,366
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$335,685
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,112
shares
|
$334,141
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
4,100
shares
|
$333,166
0.01% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,084
shares
|
$331,865
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$325,040
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$325,040
0.03% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$325,040
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,984
shares
|
$323,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,844
shares
|
$312,363
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,842
shares
|
$312,200
0.01% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,837
shares
|
$311,794
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,822
shares
|
$310,575
0.08% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,802
shares
|
$308,950
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
3,800
shares
|
$308,788
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
3,794
shares
|
$308,300
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,791
shares
|
$308,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,763
shares
|
$305,781
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
3,665
shares
|
$297,817
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,655
shares
|
$297,005
0.02% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
3,642
shares
|
$295,948
0.12% of portfolio
|
Q4 2024
Reduced 54.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,618
shares
|
$293,998
0.0% of portfolio
|
Q4 2024
Reduced 78.07%
|