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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$233,340
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,987
shares
|
$232,328
0.01% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
2,985
shares
|
$232,173
0.1% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,954
shares
|
$229,762
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
2,953
shares
|
$229,684
0.11% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,952
shares
|
$229,606
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,935
shares
|
$228,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,897
shares
|
$225,328
0.02% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,857
shares
|
$222,217
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,840
shares
|
$220,895
0.03% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
2,827
shares
|
$219,884
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,827
shares
|
$219,884
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,824
shares
|
$219,650
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,819
shares
|
$219,261
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,811
shares
|
$218,639
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,803
shares
|
$218,017
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,734
shares
|
$212,650
0.13% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,709
shares
|
$210,706
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
2,706
shares
|
$210,472
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,690
shares
|
$209,228
0.14% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,682
shares
|
$208,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,679
shares
|
$208,372
0.03% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
2,671
shares
|
$207,750
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,660
shares
|
$206,894
0.0% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,657
shares
|
$206,661
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|