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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,614
shares
|
$432,109
0.0% of portfolio
|
Q3 2025
Added 56.82%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,614
shares
|
$432,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
5,606
shares
|
$431,493
0.04% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,576
shares
|
$429,184
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,540
shares
|
$426,413
0.01% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
5,494
shares
|
$422,873
0.0% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,475
shares
|
$421,410
0.02% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
5,443
shares
|
$418,947
0.0% of portfolio
|
Q3 2025
Reduced 77.57%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,435
shares
|
$418,331
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,395
shares
|
$415,253
0.06% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,374
shares
|
$413,636
0.0% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,362
shares
|
$412,713
0.01% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,352
shares
|
$411,943
0.01% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,335
shares
|
$410,634
0.11% of portfolio
|
Q3 2025
Reduced 55.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
5,315
shares
|
$409,095
0.02% of portfolio
|
Q4 2025
Added 3.51%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,314
shares
|
$409,018
0.01% of portfolio
|
Q3 2025
Added 57.73%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
5,286
shares
|
$406,863
0.0% of portfolio
|
Q3 2025
Reduced 86.93%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,267
shares
|
$405,400
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
5,231
shares
|
$402,630
0.04% of portfolio
|
Q3 2025
Reduced 57.8%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
5,196
shares
|
$399,936
0.49% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
5,098
shares
|
$392,393
0.19% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,076
shares
|
$390,699
0.01% of portfolio
|
Q3 2025
Reduced 85.78%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
5,061
shares
|
$389,545
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,047
shares
|
$388,467
0.03% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,035
shares
|
$387,543
0.0% of portfolio
|
Q3 2025
Added 10.66%
|
|