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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,600
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,044
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
16,803
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 31.02%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
16,710
shares
|
$1.29 Million
0.38% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
16,616
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,599
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,410
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
16,336
shares
|
$1.26 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
16,133
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
16,109
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
15,474
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
14,461
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
14,152
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,062
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,855
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
13,830
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,799
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
13,709
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
13,662
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.91%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
13,300
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
13,264
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
13,185
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
12,980
shares
|
$999,070
0.01% of portfolio
|
Q3 2025
Reduced 55.72%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,787
shares
|
$984,215
0.0% of portfolio
|
Q3 2025
Added 15.43%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
12,597
shares
|
$969,591
0.0% of portfolio
|
Q4 2025
Reduced 0.56%
|
|