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 |
|---|---|---|---|---|---|
|
Oak Thistle LLC
|
Jan 21, 2026 Q4 2025 |
2,810
shares
|
$216,285
0.03% of portfolio
|
Q4 2025
Reduced 83.02%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,807
shares
|
$216,054
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,772
shares
|
$213,360
0.0% of portfolio
|
Q3 2025
Reduced 92.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,769
shares
|
$213,129
0.02% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
2,709
shares
|
$208,511
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,707
shares
|
$208,357
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,657
shares
|
$204,509
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,637
shares
|
$202,969
0.02% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,632
shares
|
$202,585
0.01% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
2,611
shares
|
$200,968
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,588
shares
|
$199,198
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
2,580
shares
|
$198,582
0.05% of portfolio
|
Q3 2025
Reduced 96.72%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
2,559
shares
|
$196,966
0.02% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,422
shares
|
$186,421
0.01% of portfolio
|
Q3 2025
Added 12647.37%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,340
shares
|
$180,109
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,299
shares
|
$176,954
0.0% of portfolio
|
Q3 2025
Reduced 88.32%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,195
shares
|
$168,949
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,193
shares
|
$168,795
0.0% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,080
shares
|
$160,097
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,064
shares
|
$158,866
0.01% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
2,014
shares
|
$155,017
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,932
shares
|
$148,706
0.02% of portfolio
|
Q4 2025
Added 106.85%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
1,904
shares
|
$146,550
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,900
shares
|
$146,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,852
shares
|
$142,548
0.0% of portfolio
|
Q3 2025
Reduced 30.95%
|
|