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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,248
shares
|
$339,287
0.03% of portfolio
|
Q1 2025
Added 67.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,247
shares
|
$339,207
0.01% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,235
shares
|
$338,249
0.01% of portfolio
|
Q4 2024
Reduced 80.88%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
4,190
shares
|
$334,655
0.18% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$329,942
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
4,092
shares
|
$326,828
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
4,087
shares
|
$326,428
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
4,041
shares
|
$322,754
0.02% of portfolio
|
Q1 2025
Reduced 47.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$319,480
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
4,000
shares
|
$319,480
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$319,480
0.03% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,937
shares
|
$314,448
0.01% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
3,911
shares
|
$312,371
0.09% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,899
shares
|
$311,413
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
3,861
shares
|
$308,378
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,848
shares
|
$307,339
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,802
shares
|
$303,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,802
shares
|
$303,665
0.0% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
3,800
shares
|
$303,506
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,791
shares
|
$302,787
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,735
shares
|
$298,314
0.04% of portfolio
|
Q1 2025
Reduced 35.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,656
shares
|
$292,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,613
shares
|
$288,570
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,587
shares
|
$286,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,580
shares
|
$285,934
0.0% of portfolio
|
Q1 2025
Added 2.55%
|