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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,609
shares
|
$816,574
0.09% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
10,537
shares
|
$811,032
0.01% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,451
shares
|
$804,413
0.01% of portfolio
|
Q3 2025
Reduced 62.05%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2025 Q3 2025 |
10,412
shares
|
$801,411
0.93% of portfolio
|
Q1 2024
Reduced 41.62%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
10,373
shares
|
$798,409
0.21% of portfolio
|
Q3 2025
Added 110.92%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
10,177
shares
|
$783,323
0.12% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,139
shares
|
$780,398
0.08% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,126
shares
|
$779,398
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
10,109
shares
|
$778,089
0.0% of portfolio
|
Q3 2025
Reduced 81.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
10,092
shares
|
$776,781
0.01% of portfolio
|
Q4 2025
Added 108.81%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,070
shares
|
$775,087
0.25% of portfolio
|
Q3 2025
Added 75.1%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,033
shares
|
$772,240
0.02% of portfolio
|
Q3 2025
Added 64.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,904
shares
|
$762,310
0.0% of portfolio
|
Q3 2025
Reduced 69.98%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
9,885
shares
|
$760,848
0.01% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
9,831
shares
|
$756,692
0.06% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
9,767
shares
|
$751,765
0.0% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,732
shares
|
$749,072
0.08% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,719
shares
|
$748,071
0.01% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
9,709
shares
|
$747,301
0.01% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,663
shares
|
$743,761
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,655
shares
|
$743,145
0.01% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,635
shares
|
$741,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,553
shares
|
$735,294
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
9,538
shares
|
$734,139
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,472
shares
|
$729,059
0.03% of portfolio
|
Q3 2025
Reduced 15.74%
|
|