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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,788
shares
|
$214,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,750
shares
|
$211,612
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,712
shares
|
$208,688
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,709
shares
|
$208,457
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
2,640
shares
|
$203,148
0.0% of portfolio
|
Q1 2023
Reduced 41.09%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,570
shares
|
$197,761
0.02% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,540
shares
|
$195,453
0.02% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,509
shares
|
$193,067
0.09% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,441
shares
|
$187,834
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
2,367
shares
|
$182,140
0.0% of portfolio
|
Q2 2023
Reduced 9.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,258
shares
|
$173,753
0.0% of portfolio
|
Q4 2024
Added 124.45%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,220
shares
|
$170,829
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,004
shares
|
$154,207
0.0% of portfolio
|
Q3 2024
Reduced 68.52%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,904
shares
|
$146,512
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
1,786
shares
|
$137,432
0.02% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,700
shares
|
$130,815
0.09% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,610
shares
|
$123,889
0.03% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,553
shares
|
$119,503
0.0% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,545
shares
|
$118,887
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,506
shares
|
$115,886
0.0% of portfolio
|
Q2 2020
Reduced 28.94%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
1,463
shares
|
$112,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,459
shares
|
$112,270
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,292
shares
|
$99,419
0.0% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,241
shares
|
$95,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,234
shares
|
$94,956
0.0% of portfolio
|
Q4 2024
Reduced 49.18%
|