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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
141
shares
|
$10,849
0.01% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
138
shares
|
$10,619
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
135
shares
|
$10,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$9,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
120
shares
|
$9,234
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
120
shares
|
$9,234
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
111
shares
|
$8,541
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
111
shares
|
$8,541
0.0% of portfolio
|
Q3 2024
Added 208.33%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
104
shares
|
$8,002
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$7,695
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$7,002
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
90
shares
|
$6,925
0.0% of portfolio
|
Q2 2024
Reduced 54.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
79
shares
|
$6,079
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
78
shares
|
$6,002
0.0% of portfolio
|
Q2 2024
Reduced 62.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
77
shares
|
$5,925
0.0% of portfolio
|
Q2 2024
Added 42.59%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
70
shares
|
$5,386
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
69
shares
|
$5,309
0.0% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$4,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
63
shares
|
$4,847
0.0% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
62
shares
|
$4,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
60
shares
|
$4,617
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
58
shares
|
$4,463
0.0% of portfolio
|
Q4 2024
Reduced 97.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
58
shares
|
$4,463
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
57
shares
|
$4,386
0.0% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$4,232
0.0% of portfolio
|
Q3 2024
New holding
|