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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,050
shares
|
$83,863
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,030
shares
|
$82,266
0.01% of portfolio
|
Q1 2025
Added 95.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,010
shares
|
$80,668
0.0% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,000
shares
|
$79,870
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
1,000
shares
|
$79,870
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
963
shares
|
$76,914
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
958
shares
|
$76,515
0.01% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
931
shares
|
$74,358
0.01% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
904
shares
|
$72,202
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
884
shares
|
$70,605
0.0% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
855
shares
|
$68,288
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
823
shares
|
$65,733
0.0% of portfolio
|
Q1 2025
Reduced 93.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
806
shares
|
$64,375
0.0% of portfolio
|
Q1 2025
Added 1289.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
784
shares
|
$62,618
0.0% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
774
shares
|
$61,819
0.01% of portfolio
|
Q1 2024
Reduced 6.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
719
shares
|
$57,426
0.0% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
705
shares
|
$56,308
0.0% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
679
shares
|
$54,231
0.0% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
644
shares
|
$51,436
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
620
shares
|
$49,519
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
604
shares
|
$48,241
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
600
shares
|
$47,922
0.03% of portfolio
|
Q2 2024
Reduced 70.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
580
shares
|
$46,324
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
573
shares
|
$45,765
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$44,727
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|