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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
131
shares
|
$10,462
0.0% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
127
shares
|
$10,143
0.0% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
124
shares
|
$9,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
124
shares
|
$9,903
0.0% of portfolio
|
Q1 2025
Added 77.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
120
shares
|
$9,584
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
118
shares
|
$9,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
116
shares
|
$9,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
111
shares
|
$8,865
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
107
shares
|
$8,546
0.0% of portfolio
|
Q1 2025
Reduced 89.08%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
101
shares
|
$8,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
100
shares
|
$7,987
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$7,987
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$7,268
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
79
shares
|
$6,309
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
78
shares
|
$6,229
0.0% of portfolio
|
Q2 2024
Reduced 62.68%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
78
shares
|
$6,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
77
shares
|
$6,149
0.0% of portfolio
|
Q2 2024
Added 42.59%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
75
shares
|
$5,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
75
shares
|
$5,990
0.0% of portfolio
|
Q1 2025
Added 41.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
75
shares
|
$5,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
67
shares
|
$5,351
0.0% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
64
shares
|
$5,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
62
shares
|
$4,951
0.0% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
61
shares
|
$4,872
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
60
shares
|
$4,792
0.0% of portfolio
|
Q4 2021
New holding
|