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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
983
shares
|
$75,661
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
968
shares
|
$74,506
0.01% of portfolio
|
Q3 2025
Reduced 72.4%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
931
shares
|
$71,659
0.01% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
884
shares
|
$68,041
0.0% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
882
shares
|
$67,887
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
855
shares
|
$65,809
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
829
shares
|
$63,808
0.0% of portfolio
|
Q3 2025
Reduced 75.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
782
shares
|
$60,190
0.0% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
774
shares
|
$59,574
0.01% of portfolio
|
Q1 2024
Reduced 6.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
769
shares
|
$59,189
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
728
shares
|
$56,034
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
705
shares
|
$54,263
0.0% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
688
shares
|
$52,955
0.0% of portfolio
|
Q4 2025
Added 60.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
623
shares
|
$47,952
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
620
shares
|
$47,721
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
610
shares
|
$46,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
608
shares
|
$46,797
0.01% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
608
shares
|
$46,797
0.01% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
571
shares
|
$43,949
0.03% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$43,103
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
521
shares
|
$40,101
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
500
shares
|
$38,485
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
500
shares
|
$38,485
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
478
shares
|
$36,791
0.0% of portfolio
|
Q1 2025
Added 196.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
463
shares
|
$35,637
0.0% of portfolio
|
Q3 2025
Reduced 16.58%
|
|