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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
58
shares
|
$4,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
57
shares
|
$4,577
0.0% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$4,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
53
shares
|
$4,255
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$4,015
0.0% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
50
shares
|
$4,015
0.01% of portfolio
|
Q1 2025
Reduced 83.61%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
47
shares
|
$3,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
47
shares
|
$3,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
44
shares
|
$3,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
44
shares
|
$3,533
0.0% of portfolio
|
Q1 2025
Added 266.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
42
shares
|
$3,372
0.0% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
42
shares
|
$3,372
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
38
shares
|
$3,051
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
35
shares
|
$2,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
29
shares
|
$2,328
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$2,168
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
26
shares
|
$2,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
24
shares
|
$1,927
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,445
0.0% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
18
shares
|
$1,445
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
18
shares
|
$1,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
15
shares
|
$1,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
15
shares
|
$1,204
0.0% of portfolio
|
Q1 2025
New holding
|