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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,485
shares
|
$345,120
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,470
shares
|
$343,966
0.03% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
4,468
shares
|
$343,812
0.02% of portfolio
|
Q1 2024
Reduced 21.17%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,462
shares
|
$343,350
0.11% of portfolio
|
Q1 2024
Reduced 87.85%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
4,420
shares
|
$340,119
0.24% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
4,337
shares
|
$333,732
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,335
shares
|
$333,578
0.26% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,332
shares
|
$333,347
0.01% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
4,325
shares
|
$332,808
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,309
shares
|
$331,577
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,293
shares
|
$330,346
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,205
shares
|
$323,574
0.01% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,164
shares
|
$320,419
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,154
shares
|
$319,650
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$317,880
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,112
shares
|
$316,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,084
shares
|
$314,263
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,068
shares
|
$313,032
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,056
shares
|
$312,109
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$307,800
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$307,800
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$307,800
0.02% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,984
shares
|
$306,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,941
shares
|
$303,259
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$302,259
0.0% of portfolio
|
Q3 2024
Reduced 96.13%
|