Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 760 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 $9.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
35
shares
|
$2,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
32
shares
|
$2,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
32
shares
|
$2,463
0.0% of portfolio
|
Q4 2025
Reduced 62.79%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$2,309
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
29
shares
|
$2,232
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,155
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
26
shares
|
$2,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
24
shares
|
$1,847
0.0% of portfolio
|
Q4 2025
Added 140.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
24
shares
|
$1,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
23
shares
|
$1,770
0.0% of portfolio
|
Q4 2025
Reduced 17.86%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
23
shares
|
$1,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
23
shares
|
$1,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
18
shares
|
$1,385
0.0% of portfolio
|
Q4 2025
Added 38.46%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,385
0.0% of portfolio
|
Q4 2024
Reduced 99.37%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
14
shares
|
$1,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,077
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
13
shares
|
$1,000
0.0% of portfolio
|
Q2 2025
Reduced 96.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
13
shares
|
$1,000
0.0% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
12
shares
|
$923
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
12
shares
|
$923
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$923
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
11
shares
|
$846
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11
shares
|
$846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
9
shares
|
$692
0.0% of portfolio
|
Q3 2025
Reduced 94.44%
|
|