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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,777
shares
|
$381,538
0.02% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,732
shares
|
$377,944
0.0% of portfolio
|
Q1 2025
Reduced 60.9%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
4,723
shares
|
$377,226
0.05% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,722
shares
|
$377,146
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4,721
shares
|
$377,066
0.0% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
4,704
shares
|
$375,708
0.03% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
4,694
shares
|
$374,909
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,670
shares
|
$372,992
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
4,670
shares
|
$372,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,667
shares
|
$372,753
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,658
shares
|
$372,034
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
4,609
shares
|
$368,120
0.03% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,579
shares
|
$365,724
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,522
shares
|
$361,172
0.12% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
4,470
shares
|
$357,018
0.05% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,462
shares
|
$356,379
0.11% of portfolio
|
Q1 2024
Reduced 87.85%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,444
shares
|
$354,942
0.26% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,436
shares
|
$354,303
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
4,399
shares
|
$351,348
0.0% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
4,381
shares
|
$349,910
0.36% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,373
shares
|
$349,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
4,359
shares
|
$348,153
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
4,325
shares
|
$345,437
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,309
shares
|
$344,159
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
4,277
shares
|
$341,603
0.04% of portfolio
|
Q1 2025
Reduced 1.38%
|