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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
427
shares
|
$32,866
0.0% of portfolio
|
Q3 2025
Added 385.23%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
427
shares
|
$32,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
426
shares
|
$32,789
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
424
shares
|
$32,635
0.0% of portfolio
|
Q3 2025
Reduced 26.0%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
406
shares
|
$31,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$30,788
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
399
shares
|
$30,711
0.01% of portfolio
|
Q1 2023
Reduced 51.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
396
shares
|
$30,480
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
396
shares
|
$30,480
0.01% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
387
shares
|
$29,787
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
370
shares
|
$28,478
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
370
shares
|
$28,478
0.01% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
370
shares
|
$28,478
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
333
shares
|
$25,631
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
326
shares
|
$25,092
0.01% of portfolio
|
Q3 2025
Reduced 39.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
324
shares
|
$24,938
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
324
shares
|
$24,938
0.0% of portfolio
|
Q3 2025
Added 72.34%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
300
shares
|
$23,091
0.01% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
287
shares
|
$22,090
0.01% of portfolio
|
Q2 2025
Reduced 55.43%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
278
shares
|
$21,397
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
276
shares
|
$21,243
0.0% of portfolio
|
Q4 2025
Added 28.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
256
shares
|
$19,704
0.01% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
250
shares
|
$19,242
0.0% of portfolio
|
Q3 2025
Reduced 97.99%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
242
shares
|
$18,626
0.0% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
242
shares
|
$18,626
0.01% of portfolio
|
Q3 2025
Added 16.35%
|
|