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 |
|---|---|---|---|---|---|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
13,855
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
13,825
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
13,592
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,466
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
13,336
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
13,321
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
13,290
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
13,221
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
13,158
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
13,083
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,036
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,850
shares
|
$988,807
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,778
shares
|
$983,267
0.02% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,581
shares
|
$968,107
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,537
shares
|
$964,722
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
12,478
shares
|
$960,182
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
12,392
shares
|
$953,564
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,136
shares
|
$933,865
0.01% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
12,080
shares
|
$929,556
0.0% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
12,053
shares
|
$927,478
0.12% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
11,815
shares
|
$909,164
0.02% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
11,365
shares
|
$874,536
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,199
shares
|
$861,763
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,190
shares
|
$861,070
0.23% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
11,170
shares
|
$859,531
0.02% of portfolio
|
Q3 2024
Reduced 21.65%
|