UNM · Company research
Unum Group (UNM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19626 | 1754564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147614 | 13196692 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62366 | 5575521 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gillson Capital LP | 1698055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174635 | 15612 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285437 | 25518068 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6925 | 619095 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 358 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Commonwealth Financial Services, LLC | 1536755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4107 | 367166 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1510434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12688 | 1134308 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1665459 | 148892035 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14359 | 1283694 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121 | 10817 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 5722 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19372 | 1731822 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4913 | 439214 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31593 | 2824415 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6111 | 546344 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9482 | 847691 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11963 | 1046791 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307275 | 27470386 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10477 | 936644 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 16003 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20550 | 1837170 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8740 | 781313 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12808 | 1145053 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2709 | 242185 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 4739 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Bank & Trust Co | 2026082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3202 | 286259 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304046 | 27181724 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3952 | 353351 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36312 | 3246293 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 418 | 37369 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215251 | 19243439 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2742 | 245135 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4937 | 441 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53300 | 4765020 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fragasso Financial Advisors Inc | 1613331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2766 | 247278 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3402 | 304139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 3218 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4243 | 379341 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427364 | 38206342 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2874 | 256936 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401010 | 35850250 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 713 | 63742 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269039 | 24052121 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55643 | 4974484 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2895 | 258813 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54680 | 4888392 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8601 | 768929 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4128 | 369043 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72400 | 6472560 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57574 | 5147253 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BROOKS, MOORE & ASSOCIATES, INC. | 1767040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5098 | 455761 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5588 | 499536 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SPINNAKER TRUST | 1158970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3515 | 314241 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255 | 22797 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2545 | 227523 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55522 | 4963648 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162894 | 14562742 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9610 | 859134 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2251 | 201240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 935478 | 83631733 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135418 | 12106 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307968 | 28222638 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 626 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246034 | 21995439 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Prosperity Consulting Group, LLC | 1910398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10425 | 931995 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16839 | 1513826 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109018 | 9746209 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 89400 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1900 | 169860 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5063 | 452632 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301296 | 26935862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3668360 | 327951518 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12181 | 1088981 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARGA Investment Management, LP | 1556915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2506 | 224036 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24329 | 2175007 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 2235 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Zurich Insurance Group Ltd/FI | 1127799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 691751 | 61842539 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.