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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
10,922
shares
|
$840,447
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
10,906
shares
|
$839,216
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
10,901
shares
|
$838,831
0.01% of portfolio
|
Q3 2024
Reduced 27.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,834
shares
|
$833,676
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10,769
shares
|
$828,674
0.05% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
10,412
shares
|
$801,203
0.97% of portfolio
|
Q1 2024
Reduced 41.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,379
shares
|
$798,664
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,228
shares
|
$787,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,126
shares
|
$779,195
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
9,900
shares
|
$761,805
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,843
shares
|
$757,418
0.07% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,761
shares
|
$751,108
0.03% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,735
shares
|
$749,108
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
9,529
shares
|
$733,256
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,508
shares
|
$731,640
0.06% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,491
shares
|
$730,332
0.03% of portfolio
|
Q4 2024
Added 49.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,443
shares
|
$726,638
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
9,255
shares
|
$712,172
0.19% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
9,248
shares
|
$711,633
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,226
shares
|
$709,940
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
9,182
shares
|
$706,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
9,141
shares
|
$703,399
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,109
shares
|
$700,937
0.01% of portfolio
|
Q3 2024
Added 94.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,063
shares
|
$697,397
0.03% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
9,061
shares
|
$697,243
0.05% of portfolio
|
Q4 2024
Added 12.35%
|