Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 798 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,820
shares
|
$223,541
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,817
shares
|
$223,303
0.0% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,801
shares
|
$222,035
0.04% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,801
shares
|
$222,035
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
2,795
shares
|
$221,559
0.18% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,789
shares
|
$221,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,757
shares
|
$218,547
0.02% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,731
shares
|
$216,486
0.05% of portfolio
|
Q1 2025
Reduced 48.32%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
2,709
shares
|
$214,742
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,679
shares
|
$212,364
0.03% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
2,664
shares
|
$211,175
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,655
shares
|
$210,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,605
shares
|
$206,498
0.02% of portfolio
|
Q1 2025
Reduced 60.08%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,591
shares
|
$205,388
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
2,560
shares
|
$202,931
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,556
shares
|
$202,614
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,545
shares
|
$201,742
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,539
shares
|
$201,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,536
shares
|
$201,028
0.01% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,500
shares
|
$198,175
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
2,500
shares
|
$198,175
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,496
shares
|
$197,857
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
2,495
shares
|
$197,778
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,494
shares
|
$197,699
0.01% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,486
shares
|
$197,065
0.01% of portfolio
|
Q1 2025
New holding
|