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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$300,619
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,847
shares
|
$299,219
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$295,564
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,791
shares
|
$294,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,686
shares
|
$286,697
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,612
shares
|
$280,941
0.03% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,580
shares
|
$278,452
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
3,572
shares
|
$277,830
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,562
shares
|
$277,052
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
3,551
shares
|
$276,196
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,515
shares
|
$273,396
0.02% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,507
shares
|
$272,774
0.04% of portfolio
|
Q2 2025
Added 240.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,493
shares
|
$271,685
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,480
shares
|
$270,674
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
3,475
shares
|
$270,285
0.19% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,462
shares
|
$269,274
0.0% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,424
shares
|
$266,318
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,399
shares
|
$264,374
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,399
shares
|
$264,374
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,391
shares
|
$263,751
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,369
shares
|
$262,040
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
3,362
shares
|
$261,496
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,362
shares
|
$261,496
0.01% of portfolio
|
Q2 2025
Reduced 82.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,357
shares
|
$261,107
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,352
shares
|
$260,718
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|