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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
99
shares
|
$7,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$7,004
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
87
shares
|
$6,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
86
shares
|
$6,619
0.0% of portfolio
|
Q2 2025
Added 28.36%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
85
shares
|
$6,542
0.0% of portfolio
|
Q2 2025
Added 49.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
78
shares
|
$6,003
0.0% of portfolio
|
Q2 2024
Reduced 62.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
77
shares
|
$5,926
0.0% of portfolio
|
Q2 2024
Added 42.59%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
77
shares
|
$5,926
0.0% of portfolio
|
Q3 2025
Added 50.98%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
75
shares
|
$5,772
0.0% of portfolio
|
Q3 2025
Reduced 39.02%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
67
shares
|
$5,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
65
shares
|
$5,003
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
64
shares
|
$4,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
63
shares
|
$4,849
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
63
shares
|
$4,849
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
61
shares
|
$4,695
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
58
shares
|
$4,464
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$4,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
53
shares
|
$4,079
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
47
shares
|
$3,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
44
shares
|
$3,386
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
43
shares
|
$3,309
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
40
shares
|
$3,078
0.0% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
39
shares
|
$3,001
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
38
shares
|
$2,924
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
35
shares
|
$2,693
0.0% of portfolio
|
Q4 2025
New holding
|
|