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 |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
3,344
shares
|
$260,096
0.1% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,343
shares
|
$260,018
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,341
shares
|
$259,862
0.03% of portfolio
|
Q2 2022
Added 94.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$259,085
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
3,328
shares
|
$258,851
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$258,696
0.04% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,319
shares
|
$258,151
0.07% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,305
shares
|
$257,062
0.01% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,301
shares
|
$256,751
0.03% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,298
shares
|
$256,518
0.01% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,282
shares
|
$255,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
3,270
shares
|
$254,340
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,269
shares
|
$254,262
0.09% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,261
shares
|
$253,640
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,254
shares
|
$253,096
0.0% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,229
shares
|
$251,151
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,211
shares
|
$249,751
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
3,202
shares
|
$249,051
0.2% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,191
shares
|
$248,195
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,130
shares
|
$243,451
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,105
shares
|
$241,506
0.01% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,090
shares
|
$240,340
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
3,016
shares
|
$234,584
0.15% of portfolio
|
Q2 2025
Reduced 57.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,009
shares
|
$234,040
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$233,340
0.02% of portfolio
|
Q2 2025
New holding
|