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 |
|---|---|---|---|---|---|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,437
shares
|
$345,109
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,436
shares
|
$345,032
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
4,428
shares
|
$344,409
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,419
shares
|
$343,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
4,325
shares
|
$336,398
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,235
shares
|
$329,398
0.01% of portfolio
|
Q4 2024
Reduced 80.88%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
4,231
shares
|
$329,087
0.03% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
4,217
shares
|
$327,998
0.04% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
4,190
shares
|
$325,898
0.18% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,161
shares
|
$323,642
0.0% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,145
shares
|
$322,398
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
4,132
shares
|
$321,386
0.0% of portfolio
|
Q2 2025
Reduced 40.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$321,309
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,131
shares
|
$321,309
0.01% of portfolio
|
Q2 2025
Added 66.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,059
shares
|
$315,709
0.0% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
4,044
shares
|
$314,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
4,041
shares
|
$314,308
0.02% of portfolio
|
Q1 2025
Reduced 47.83%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,016
shares
|
$312,364
0.01% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
4,007
shares
|
$311,664
0.04% of portfolio
|
Q2 2025
Reduced 59.5%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$311,120
0.03% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$311,120
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$311,120
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
3,986
shares
|
$310,031
0.06% of portfolio
|
Q2 2025
Reduced 61.62%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
3,980
shares
|
$309,564
0.09% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,910
shares
|
$304,119
0.01% of portfolio
|
Q2 2025
Added 0.28%
|