Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 762 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
31,583
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
31,373
shares
|
$2.41 Million
2.05% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
31,299
shares
|
$2.41 Million
0.29% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,297
shares
|
$2.41 Million
0.13% of portfolio
|
Q3 2025
Added 43.48%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
30,857
shares
|
$2.38 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
30,772
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
30,313
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
30,259
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,254
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,000
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
29,933
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Added 216.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
29,677
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
29,325
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 747.05%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
28,854
shares
|
$2.22 Million
1.32% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
28,617
shares
|
$2.2 Million
0.33% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
28,386
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.25%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
28,000
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2017
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
27,478
shares
|
$2.11 Million
0.1% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,976
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
26,512
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2022
Added 7.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,577
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,419
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
25,015
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 23, 2026 Q4 2025 |
24,491
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,277
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Added 49.36%
|
|