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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,581
shares
|
$968,359
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,467
shares
|
$959,584
0.01% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
12,346
shares
|
$950,271
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,254
shares
|
$943,190
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
12,154
shares
|
$935,493
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
11,987
shares
|
$922,639
0.01% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
11,968
shares
|
$921,176
0.0% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
11,782
shares
|
$906,860
0.02% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
11,734
shares
|
$903,165
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,629
shares
|
$895,084
0.62% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,522
shares
|
$886,848
0.01% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
11,500
shares
|
$885,155
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
11,460
shares
|
$882,076
0.11% of portfolio
|
Q4 2025
Reduced 3.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,414
shares
|
$878,535
0.01% of portfolio
|
Q3 2025
Added 351.32%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
11,368
shares
|
$874,994
0.24% of portfolio
|
Q4 2025
Reduced 8.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
11,341
shares
|
$872,916
0.0% of portfolio
|
Q3 2025
Added 1570.25%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
11,333
shares
|
$872,301
0.6% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
11,318
shares
|
$871,146
0.03% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
11,252
shares
|
$866,066
0.05% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
11,222
shares
|
$863,757
0.01% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
11,077
shares
|
$852,596
0.05% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
11,019
shares
|
$848,132
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
10,888
shares
|
$838,049
0.0% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
10,805
shares
|
$831,660
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
10,742
shares
|
$826,811
0.05% of portfolio
|
Q4 2025
Added 20.7%
|
|