Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 714 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,217
shares
|
$542,285
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,105
shares
|
$533,869
0.43% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,044
shares
|
$529,286
0.02% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,972
shares
|
$523,876
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,893
shares
|
$517,940
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6,886
shares
|
$517,414
0.33% of portfolio
|
Q1 2024
Reduced 98.34%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
6,878
shares
|
$516,812
0.06% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,825
shares
|
$512,830
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,774
shares
|
$508,998
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,732
shares
|
$505,842
0.05% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,672
shares
|
$501,334
0.35% of portfolio
|
Q4 2023
Added 32.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,627
shares
|
$497,952
0.02% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,536
shares
|
$491,115
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,526
shares
|
$490,363
0.06% of portfolio
|
Q4 2024
Reduced 84.26%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,486
shares
|
$487,358
0.03% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
6,480
shares
|
$486,907
0.11% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,450
shares
|
$484,653
0.01% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,442
shares
|
$484,051
0.05% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,382
shares
|
$479,543
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,350
shares
|
$477,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
6,294
shares
|
$472,931
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,258
shares
|
$470,226
0.12% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
6,214
shares
|
$466,919
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
6,172
shares
|
$463,764
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
6,105
shares
|
$458,729
0.3% of portfolio
|
Q2 2024
Reduced 32.2%
|