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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$44,391
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
555
shares
|
$43,994
0.01% of portfolio
|
Q3 2023
Reduced 17.78%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
521
shares
|
$41,299
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
500
shares
|
$39,635
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
500
shares
|
$39,635
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
478
shares
|
$37,891
0.0% of portfolio
|
Q1 2025
Added 196.89%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
467
shares
|
$37,019
0.01% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
427
shares
|
$33,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
424
shares
|
$33,610
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
423
shares
|
$33,531
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
406
shares
|
$32,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
400
shares
|
$31,708
0.0% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$31,708
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
399
shares
|
$31,628
0.01% of portfolio
|
Q1 2023
Reduced 51.04%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
396
shares
|
$31,390
0.02% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
396
shares
|
$31,390
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
387
shares
|
$30,677
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
383
shares
|
$30,360
0.01% of portfolio
|
Q1 2025
Added 28.52%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
373
shares
|
$29,567
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
370
shares
|
$29,329
0.02% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
370
shares
|
$29,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
370
shares
|
$29,329
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
350
shares
|
$27,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
347
shares
|
$27,506
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
338
shares
|
$26,793
0.01% of portfolio
|
Q2 2025
Added 4.97%
|