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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,250
shares
|
$250,152
0.03% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,221
shares
|
$247,920
0.01% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
3,219
shares
|
$247,766
0.04% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
3,202
shares
|
$246,457
0.18% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
3,176
shares
|
$244,456
0.02% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,168
shares
|
$243,840
0.0% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,135
shares
|
$241,300
0.01% of portfolio
|
Q3 2025
Added 1331.51%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,132
shares
|
$241,070
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,130
shares
|
$240,916
0.0% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,077
shares
|
$236,836
0.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,011
shares
|
$231,756
0.01% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
2,998
shares
|
$230,756
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
2,991
shares
|
$230,217
0.02% of portfolio
|
Q3 2025
Reduced 76.94%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,988
shares
|
$229,986
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
2,988
shares
|
$229,986
0.11% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
2,970
shares
|
$228,600
0.1% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,967
shares
|
$228,369
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,954
shares
|
$227,369
0.0% of portfolio
|
Q3 2025
Reduced 45.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,898
shares
|
$223,059
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,874
shares
|
$221,211
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,873
shares
|
$221,134
0.0% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
2,858
shares
|
$219,980
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
2,858
shares
|
$219,980
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,857
shares
|
$219,903
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,824
shares
|
$217,363
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|