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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,013
shares
|
$385,850
0.22% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,998
shares
|
$384,696
0.0% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,972
shares
|
$382,694
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,950
shares
|
$381,001
0.01% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
4,890
shares
|
$376,383
0.0% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
4,876
shares
|
$375,305
0.06% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,867
shares
|
$374,612
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
4,858
shares
|
$373,920
0.01% of portfolio
|
Q4 2025
Added 7.12%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
4,798
shares
|
$369,302
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
4,707
shares
|
$362,297
0.01% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,670
shares
|
$359,449
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,638
shares
|
$356,986
0.05% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,579
shares
|
$352,445
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
4,524
shares
|
$348,212
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,522
shares
|
$348,058
0.12% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
4,483
shares
|
$345,056
0.02% of portfolio
|
Q3 2025
Added 32.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
4,481
shares
|
$344,902
0.01% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,479
shares
|
$344,748
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
4,470
shares
|
$344,055
0.03% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,462
shares
|
$343,440
0.11% of portfolio
|
Q1 2024
Reduced 87.85%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,444
shares
|
$342,054
0.22% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
4,439
shares
|
$341,669
0.0% of portfolio
|
Q3 2025
Reduced 93.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
4,436
shares
|
$341,438
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,339
shares
|
$333,972
0.03% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,338
shares
|
$333,895
0.0% of portfolio
|
Q3 2025
Reduced 7.11%
|
|