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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,640
shares
|
$126,230
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,545
shares
|
$118,918
0.07% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,537
shares
|
$118,302
0.07% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,506
shares
|
$115,916
0.0% of portfolio
|
Q2 2020
Reduced 28.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,494
shares
|
$114,993
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,459
shares
|
$112,299
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,414
shares
|
$108,835
0.0% of portfolio
|
Q3 2025
Added 40.7%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,414
shares
|
$108,835
0.06% of portfolio
|
Q3 2025
Reduced 84.93%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
1,375
shares
|
$105,833
0.04% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,302
shares
|
$100,214
0.0% of portfolio
|
Q3 2025
Reduced 30.34%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,298
shares
|
$99,907
0.08% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,192
shares
|
$91,748
0.0% of portfolio
|
Q3 2025
Added 107.3%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,184
shares
|
$91,132
0.02% of portfolio
|
Q3 2025
Reduced 49.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,172
shares
|
$90,208
0.0% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$90,054
0.0% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
1,154
shares
|
$88,823
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,102
shares
|
$84,820
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,090
shares
|
$83,897
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,084
shares
|
$83,435
0.0% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,064
shares
|
$81,896
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,061
shares
|
$81,665
0.0% of portfolio
|
Q3 2025
Reduced 39.09%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$80,818
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,044
shares
|
$80,356
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$76,970
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$76,970
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|