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 |
|---|---|---|---|---|---|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
40,214
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
39,771
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2025
Added 177.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,634
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
39,613
shares
|
$3.05 Million
0.42% of portfolio
|
Q3 2022
Added 85.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
39,533
shares
|
$3.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
39,349
shares
|
$3.03 Million
0.09% of portfolio
|
Q2 2022
Reduced 10.55%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
38,535
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
38,517
shares
|
$2.96 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
38,515
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
38,365
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
37,705
shares
|
$2.9 Million
0.11% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
37,677
shares
|
$2.9 Million
0.72% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
37,500
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
37,300
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
36,950
shares
|
$2.84 Million
0.67% of portfolio
|
Q4 2025
Reduced 9.79%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
36,870
shares
|
$2.84 Million
1.6% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
36,549
shares
|
$2.81 Million
0.58% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
36,200
shares
|
$2.79 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
35,642
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
35,521
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Added 92.72%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
34,925
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
33,142
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
32,443
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
32,028
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
31,878
shares
|
$2.45 Million
0.54% of portfolio
|
Q3 2025
Added 8.61%
|
|