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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
78
shares
|
$6,066
0.0% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
78
shares
|
$6,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
78
shares
|
$6,066
0.0% of portfolio
|
Q2 2024
Reduced 62.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
77
shares
|
$5,989
0.0% of portfolio
|
Q2 2024
Added 42.59%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
75
shares
|
$5,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
75
shares
|
$5,833
0.0% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
69
shares
|
$5,366
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
65
shares
|
$5,055
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
64
shares
|
$4,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
63
shares
|
$4,900
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
61
shares
|
$4,744
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
58
shares
|
$4,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
55
shares
|
$4,277
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$4,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
52
shares
|
$4,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
47
shares
|
$3,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
43
shares
|
$3,344
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
42
shares
|
$3,266
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
38
shares
|
$2,955
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
37
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
36
shares
|
$2,800
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
33
shares
|
$2,566
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
30
shares
|
$2,333
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
29
shares
|
$2,255
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
29
shares
|
$2,255
0.0% of portfolio
|
Q2 2025
New holding
|