Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 709 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
21,161
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
20,967
shares
|
$1.61 Million
0.86% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
20,910
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,711
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 37.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,525
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2023
Reduced 58.01%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,350
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
20,232
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
20,212
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,200
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
20,056
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,016
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,877
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
19,673
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
19,587
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
19,461
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Added 362.92%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,254
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 442.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,204
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
19,157
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
19,022
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
18,899
shares
|
$1.45 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
18,504
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,497
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 107.41%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,066
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
18,064
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
17,959
shares
|
$1.38 Million
1.01% of portfolio
|
Q4 2024
Reduced 9.27%
|