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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,590
shares
|
$201,450
0.08% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,578
shares
|
$200,516
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
2,569
shares
|
$199,816
0.04% of portfolio
|
Q2 2025
Reduced 50.95%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
2,560
shares
|
$199,116
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,557
shares
|
$198,883
0.0% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
2,545
shares
|
$197,950
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,529
shares
|
$196,705
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,500
shares
|
$194,450
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$194,450
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,362
shares
|
$183,716
0.04% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
2,195
shares
|
$170,727
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,158
shares
|
$167,849
0.01% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
2,080
shares
|
$161,782
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,958
shares
|
$152,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,956
shares
|
$152,137
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
1,904
shares
|
$148,093
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,869
shares
|
$145,370
0.0% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,851
shares
|
$143,970
0.01% of portfolio
|
Q2 2025
Added 157.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,742
shares
|
$135,492
0.0% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$132,226
0.0% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,690
shares
|
$131,448
0.09% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,662
shares
|
$129,270
0.04% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,558
shares
|
$121,181
0.0% of portfolio
|
Q2 2025
Reduced 89.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,506
shares
|
$117,136
0.0% of portfolio
|
Q2 2020
Reduced 28.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,484
shares
|
$115,425
0.0% of portfolio
|
Q2 2025
Added 0.54%
|