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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
3,587
shares
|
$291,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,560
shares
|
$289,285
0.01% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,535
shares
|
$287,254
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
3,528
shares
|
$286,685
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,491
shares
|
$283,678
0.0% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,480
shares
|
$282,784
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,432
shares
|
$278,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,422
shares
|
$278,071
0.0% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,410
shares
|
$277,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,404
shares
|
$276,609
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
3,385
shares
|
$275,065
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,369
shares
|
$273,764
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,341
shares
|
$271,489
0.03% of portfolio
|
Q2 2022
Added 94.02%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
3,327
shares
|
$270,352
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$270,270
0.04% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,285
shares
|
$266,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,282
shares
|
$266,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
3,270
shares
|
$265,720
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
3,266
shares
|
$265,395
0.12% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,261
shares
|
$264,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
3,250
shares
|
$264,095
0.03% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,204
shares
|
$260,357
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,188
shares
|
$259,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,161
shares
|
$256,862
0.0% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,154
shares
|
$256,294
0.0% of portfolio
|
Q4 2024
Reduced 66.6%
|