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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,793
shares
|
$291,947
0.0% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,791
shares
|
$291,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,752
shares
|
$288,791
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
3,750
shares
|
$288,637
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,701
shares
|
$284,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
3,665
shares
|
$282,095
0.02% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
3,641
shares
|
$280,247
0.01% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,572
shares
|
$274,936
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,551
shares
|
$273,320
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,545
shares
|
$272,858
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
3,515
shares
|
$270,549
0.02% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,497
shares
|
$269,164
0.01% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,490
shares
|
$268,625
0.0% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,484
shares
|
$268,163
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
3,480
shares
|
$267,855
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
3,429
shares
|
$263,930
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
3,422
shares
|
$263,391
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
3,399
shares
|
$261,621
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
3,362
shares
|
$258,773
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,341
shares
|
$257,156
0.03% of portfolio
|
Q2 2022
Added 94.02%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
3,329
shares
|
$256,233
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,326
shares
|
$256,002
0.04% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
3,304
shares
|
$254,308
0.0% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,283
shares
|
$252,692
0.09% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
3,270
shares
|
$251,691
0.02% of portfolio
|
Q4 2024
New holding
|
|