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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
9,435
shares
|
$726,211
0.01% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,403
shares
|
$723,748
0.03% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
9,186
shares
|
$707,046
0.02% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,182
shares
|
$706,738
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
9,166
shares
|
$705,507
0.04% of portfolio
|
Q4 2025
Added 11.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,054
shares
|
$696,886
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,035
shares
|
$695,423
0.0% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
8,948
shares
|
$688,727
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
8,729
shares
|
$671,871
0.17% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
8,696
shares
|
$669,331
0.07% of portfolio
|
Q3 2025
Reduced 69.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
8,638
shares
|
$664,866
0.01% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
8,600
shares
|
$661,942
0.01% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
8,486
shares
|
$653,167
0.01% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,457
shares
|
$650,935
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
8,453
shares
|
$650,627
0.1% of portfolio
|
Q3 2025
Reduced 56.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
8,436
shares
|
$649,318
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
8,433
shares
|
$649,088
0.17% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
8,417
shares
|
$647,856
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,415
shares
|
$647,702
0.0% of portfolio
|
Q3 2025
Added 48.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,220
shares
|
$632,693
0.0% of portfolio
|
Q3 2025
Added 22.41%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,970
shares
|
$613,450
0.0% of portfolio
|
Q3 2025
Reduced 69.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
7,940
shares
|
$611,141
0.01% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,915
shares
|
$609,217
0.03% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,881
shares
|
$606,600
0.0% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,825
shares
|
$602,290
0.02% of portfolio
|
Q3 2025
Added 44.0%
|
|