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 |
|---|---|---|---|---|---|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
705
shares
|
$54,834
0.0% of portfolio
|
Q2 2025
Reduced 91.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
679
shares
|
$52,812
0.0% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
620
shares
|
$48,223
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
610
shares
|
$47,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
600
shares
|
$46,668
0.03% of portfolio
|
Q2 2024
Reduced 70.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
581
shares
|
$45,190
0.03% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
575
shares
|
$44,723
0.0% of portfolio
|
Q2 2025
Added 1123.4%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
573
shares
|
$44,567
0.01% of portfolio
|
Q2 2025
Added 22.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$43,556
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
555
shares
|
$43,167
0.01% of portfolio
|
Q3 2023
Reduced 17.78%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
537
shares
|
$41,767
0.03% of portfolio
|
Q2 2025
Added 43.97%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
521
shares
|
$40,523
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
500
shares
|
$38,890
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
500
shares
|
$38,890
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
478
shares
|
$37,178
0.0% of portfolio
|
Q1 2025
Added 196.89%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
431
shares
|
$33,523
0.01% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
427
shares
|
$33,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
426
shares
|
$33,134
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
425
shares
|
$33,056
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
406
shares
|
$31,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$31,112
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
399
shares
|
$31,034
0.01% of portfolio
|
Q1 2023
Reduced 51.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
396
shares
|
$30,800
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
396
shares
|
$30,800
0.01% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
387
shares
|
$30,100
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|