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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,962
shares
|
$689,625
0.04% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
8,900
shares
|
$684,855
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
8,744
shares
|
$672,850
0.03% of portfolio
|
Q3 2024
Added 33.93%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
8,500
shares
|
$654,075
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
8,400
shares
|
$646,380
0.37% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,321
shares
|
$640,300
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
8,297
shares
|
$638,454
0.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,290
shares
|
$637,915
0.01% of portfolio
|
Q3 2024
Added 79.48%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,094
shares
|
$622,833
0.02% of portfolio
|
Q4 2024
Added 47.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,056
shares
|
$619,909
0.01% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,027
shares
|
$617,677
0.03% of portfolio
|
Q1 2023
Reduced 9.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,893
shares
|
$607,366
0.05% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
7,752
shares
|
$596,516
0.09% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,746
shares
|
$596,054
0.04% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
7,680
shares
|
$590,976
0.0% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,602
shares
|
$584,973
0.13% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,572
shares
|
$582,665
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
7,440
shares
|
$572,508
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,402
shares
|
$569,583
0.21% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,276
shares
|
$559,888
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
7,113
shares
|
$547,345
0.01% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,105
shares
|
$546,729
0.43% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,044
shares
|
$542,035
0.02% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
7,001
shares
|
$538,726
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,972
shares
|
$536,495
0.03% of portfolio
|
Q4 2024
Added 0.03%
|