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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
4,325
shares
|
$332,895
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,312
shares
|
$331,894
0.28% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,308
shares
|
$331,586
0.03% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
4,256
shares
|
$327,584
0.07% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
4,249
shares
|
$327,045
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,235
shares
|
$325,967
0.01% of portfolio
|
Q4 2024
Reduced 80.88%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
4,190
shares
|
$322,504
0.16% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$317,963
0.01% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
4,129
shares
|
$317,809
0.06% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
4,111
shares
|
$316,423
0.01% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,060
shares
|
$312,498
0.0% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
4,042
shares
|
$311,112
0.0% of portfolio
|
Q3 2025
Reduced 90.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,033
shares
|
$310,420
0.0% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$307,880
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$307,880
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$307,880
0.03% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,980
shares
|
$306,340
0.08% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,960
shares
|
$304,801
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
3,930
shares
|
$302,492
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,894
shares
|
$299,721
0.01% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
3,873
shares
|
$298,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$297,489
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,838
shares
|
$295,410
0.06% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,812
shares
|
$293,409
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
3,800
shares
|
$292,486
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|