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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,143
shares
|
$255,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,135
shares
|
$254,750
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,123
shares
|
$253,774
0.01% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Portman Square Capital LLP
London, X0 |
Jan 16, 2025 Q4 2024 |
3,116
shares
|
$253,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
3,067
shares
|
$249,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,023
shares
|
$245,648
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$243,780
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,989
shares
|
$242,886
0.18% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,980
shares
|
$242,154
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
2,975
shares
|
$241,748
0.11% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,964
shares
|
$240,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,964
shares
|
$240,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,921
shares
|
$237,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
2,921
shares
|
$237,360
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,904
shares
|
$235,979
0.01% of portfolio
|
Q4 2024
Added 87.96%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
2,900
shares
|
$235,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,848
shares
|
$231,428
0.03% of portfolio
|
Q4 2024
Added 206.24%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
2,830
shares
|
$229,965
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,788
shares
|
$226,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
2,768
shares
|
$224,927
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$223,465
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,750
shares
|
$223,465
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,709
shares
|
$220,133
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
2,640
shares
|
$214,526
0.0% of portfolio
|
Q1 2023
Reduced 41.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,616
shares
|
$212,576
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|