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 |
|---|---|---|---|---|---|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
24,115
shares
|
$1.86 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
23,701
shares
|
$1.82 Million
0.35% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
23,660
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
23,651
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
22,996
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
22,846
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2025
Reduced 7.37%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
22,569
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
22,553
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
22,393
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
20,975
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
20,879
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
20,622
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
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%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
20,515
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
19,993
shares
|
$1.54 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
19,891
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
19,793
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
19,740
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
19,484
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,247
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
19,239
shares
|
$1.48 Million
0.13% of portfolio
|
Q4 2025
Added 7.29%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
18,823
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
18,052
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
18,005
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
17,929
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|