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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
173
shares
|
$13,455
0.0% of portfolio
|
Q2 2024
Added 174.6%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
170
shares
|
$13,222
0.0% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
167
shares
|
$12,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
162
shares
|
$12,600
0.01% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
160
shares
|
$12,444
0.0% of portfolio
|
Q2 2025
Reduced 72.41%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
153
shares
|
$11,900
0.0% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
150
shares
|
$11,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$10,889
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
140
shares
|
$10,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
139
shares
|
$10,811
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
136
shares
|
$10,578
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
123
shares
|
$9,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
122
shares
|
$9,489
0.0% of portfolio
|
Q2 2025
Added 54.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
120
shares
|
$9,333
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
118
shares
|
$9,178
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
112
shares
|
$8,711
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
107
shares
|
$8,322
0.0% of portfolio
|
Q1 2025
Reduced 89.08%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
101
shares
|
$7,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$7,778
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,778
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$7,077
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
88
shares
|
$6,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
86
shares
|
$6,689
0.0% of portfolio
|
Q2 2025
Added 28.36%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
85
shares
|
$6,611
0.0% of portfolio
|
Q2 2025
Added 49.12%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
79
shares
|
$6,144
0.0% of portfolio
|
Q2 2025
New holding
|