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 |
|---|---|---|---|---|---|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
5,098
shares
|
$396,522
0.23% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,093
shares
|
$396,133
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,084
shares
|
$395,433
0.37% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,047
shares
|
$392,555
0.03% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,013
shares
|
$389,911
0.22% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,949
shares
|
$384,933
0.01% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
4,918
shares
|
$382,522
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
4,916
shares
|
$382,366
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,911
shares
|
$381,977
0.11% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
4,799
shares
|
$373,266
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,798
shares
|
$373,188
0.05% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,746
shares
|
$369,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,718
shares
|
$366,966
0.05% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,670
shares
|
$363,232
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,670
shares
|
$363,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,593
shares
|
$357,243
0.03% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,579
shares
|
$356,154
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,551
shares
|
$353,976
0.01% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,550
shares
|
$353,899
0.0% of portfolio
|
Q2 2025
Added 104.22%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,526
shares
|
$352,032
0.34% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,522
shares
|
$351,721
0.12% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
4,470
shares
|
$347,676
0.04% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,462
shares
|
$347,054
0.11% of portfolio
|
Q1 2024
Reduced 87.85%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
4,453
shares
|
$346,354
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,444
shares
|
$345,654
0.24% of portfolio
|
Q1 2025
Added 0.54%
|