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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
27
shares
|
$2,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
26
shares
|
$2,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
25
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
Added 177.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
24
shares
|
$1,866
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
23
shares
|
$1,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
23
shares
|
$1,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
21
shares
|
$1,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
20
shares
|
$1,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
19
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,400
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
18
shares
|
$1,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$1,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,088
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
14
shares
|
$1,088
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
13
shares
|
$1,011
0.0% of portfolio
|
Q2 2025
Reduced 96.75%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$933
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
11
shares
|
$855
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$855
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$700
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$544
0.0% of portfolio
|
Q1 2022
Added 16.67%
|