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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,570
shares
|
$285,135
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,558
shares
|
$284,177
0.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,556
shares
|
$284,017
0.01% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,515
shares
|
$280,743
0.02% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,509
shares
|
$280,263
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,500
shares
|
$279,545
0.01% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,500
shares
|
$279,545
0.0% of portfolio
|
Q1 2025
Reduced 84.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,500
shares
|
$279,545
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
3,490
shares
|
$278,746
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,480
shares
|
$277,947
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,473
shares
|
$277,388
0.07% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
3,472
shares
|
$277,308
0.22% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,455
shares
|
$275,950
0.01% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,410
shares
|
$272,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,381
shares
|
$270,040
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,341
shares
|
$266,845
0.03% of portfolio
|
Q2 2022
Added 94.02%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
3,328
shares
|
$265,807
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$265,647
0.04% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,319
shares
|
$265,088
0.05% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
3,305
shares
|
$263,970
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,286
shares
|
$262,452
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
3,282
shares
|
$262,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
3,270
shares
|
$261,174
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
3,268
shares
|
$261,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,261
shares
|
$260,456
0.02% of portfolio
|
Q4 2024
New holding
|