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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
316
shares
|
$25,238
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
304
shares
|
$24,280
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
290
shares
|
$23,162
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
277
shares
|
$22,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
237
shares
|
$18,929
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
230
shares
|
$18,370
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
224
shares
|
$17,890
0.01% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
215
shares
|
$17,172
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
214
shares
|
$17,092
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$15,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
196
shares
|
$15,654
0.0% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
194
shares
|
$15,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
188
shares
|
$15,015
0.0% of portfolio
|
Q1 2025
Reduced 38.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
179
shares
|
$14,296
0.0% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
178
shares
|
$14,216
0.0% of portfolio
|
Q3 2023
Reduced 12.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
173
shares
|
$13,817
0.0% of portfolio
|
Q2 2022
Reduced 28.51%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
173
shares
|
$13,817
0.0% of portfolio
|
Q2 2024
Added 174.6%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
170
shares
|
$13,577
0.0% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
167
shares
|
$13,338
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
150
shares
|
$11,980
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
149
shares
|
$11,900
0.0% of portfolio
|
Q1 2025
Reduced 93.4%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
139
shares
|
$11,101
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
138
shares
|
$11,022
0.01% of portfolio
|
Q1 2025
Reduced 59.41%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
135
shares
|
$10,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
134
shares
|
$10,702
0.0% of portfolio
|
Q1 2025
Added 272.22%
|