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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
370
shares
|
$28,471
0.01% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
325
shares
|
$25,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
321
shares
|
$24,700
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
317
shares
|
$24,393
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
310
shares
|
$23,854
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
305
shares
|
$23,469
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
300
shares
|
$23,085
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
290
shares
|
$22,315
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
280
shares
|
$21,546
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
277
shares
|
$21,315
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
234
shares
|
$18,006
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
230
shares
|
$17,698
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
230
shares
|
$17,698
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
224
shares
|
$17,236
0.01% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
209
shares
|
$16,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
203
shares
|
$15,620
0.0% of portfolio
|
Q3 2023
Added 515.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
196
shares
|
$15,082
0.0% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
188
shares
|
$14,466
0.0% of portfolio
|
Q2 2024
Added 154.05%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
183
shares
|
$14,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
179
shares
|
$13,774
0.0% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
178
shares
|
$13,697
0.0% of portfolio
|
Q3 2023
Reduced 12.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
173
shares
|
$13,312
0.0% of portfolio
|
Q2 2022
Reduced 28.51%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
173
shares
|
$13,312
0.0% of portfolio
|
Q2 2024
Added 174.6%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
167
shares
|
$12,850
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
161
shares
|
$12,388
0.0% of portfolio
|
Q1 2024
Reduced 98.43%
|