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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,252
shares
|
$259,737
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,247
shares
|
$259,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,227
shares
|
$257,740
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,213
shares
|
$256,622
0.01% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,170
shares
|
$253,187
0.0% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,156
shares
|
$252,069
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,135
shares
|
$250,392
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
3,106
shares
|
$248,076
0.13% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
3,099
shares
|
$247,517
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,072
shares
|
$245,360
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,055
shares
|
$244,002
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,054
shares
|
$243,922
0.0% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,012
shares
|
$240,568
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,010
shares
|
$240,408
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$239,610
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
2,989
shares
|
$238,731
0.2% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,964
shares
|
$236,734
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,960
shares
|
$236,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
2,944
shares
|
$235,137
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,937
shares
|
$234,578
0.13% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
2,937
shares
|
$234,578
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,920
shares
|
$233,220
0.03% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,867
shares
|
$228,987
0.01% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,821
shares
|
$225,313
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,820
shares
|
$225,233
0.02% of portfolio
|
Q1 2025
New holding
|