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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
370
shares
|
$28,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
370
shares
|
$28,778
0.02% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
370
shares
|
$28,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
352
shares
|
$27,378
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
350
shares
|
$27,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
347
shares
|
$26,989
0.0% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
338
shares
|
$26,289
0.01% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$25,511
0.0% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
324
shares
|
$25,200
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
290
shares
|
$22,556
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
287
shares
|
$22,322
0.01% of portfolio
|
Q2 2025
Reduced 55.43%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
256
shares
|
$19,911
0.01% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
241
shares
|
$18,744
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
238
shares
|
$18,511
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
230
shares
|
$17,889
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
228
shares
|
$17,733
0.01% of portfolio
|
Q2 2025
Added 356.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
224
shares
|
$17,422
0.01% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
219
shares
|
$17,033
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
215
shares
|
$16,722
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
210
shares
|
$16,333
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
208
shares
|
$16,178
0.01% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
188
shares
|
$14,622
0.0% of portfolio
|
Q1 2025
Reduced 38.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
179
shares
|
$13,922
0.0% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
178
shares
|
$13,844
0.0% of portfolio
|
Q3 2023
Reduced 12.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
173
shares
|
$13,455
0.0% of portfolio
|
Q2 2022
Reduced 28.51%
|