UNM Unum Group

NYSE

$91.83

Unum Group (UNM) Institutional Ownership

What the institutions did with UNM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared

filed both this quarter and last

Managers holding

+2 on the quarter

Buyers

2 opened new

Sellers

0 sold out entirely

Buyer share

66.7%

of managers who traded it

Breadth

+33.3

net buyers, as a share of those trading

Only 8 managers reported a position this quarter, so the percentages above describe a very small sample.

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager	Shares	% of reported
Parrish Capital LLC	12.4K	51.8%
Coastline Trust Co	4.5K	18.7%
EASTERN BANK	3.3K	13.8%
Versant Capital Management, Inc	3.2K	13.3%
CX Institutional	352	1.5%
MassMutual Private Wealth & Trust, FSB	144	0.6%
GoalVest Advisory LLC	53	0.2%
Planning Strategies Inc.	2	0.0%

Largest changes

Manager	Action	Previous	Current	Change
Versant Capital Management, Inc	Increased	3.0K	3.2K	+180
CX Institutional	Increased	223	352	+129
Parrish Capital LLC	Reduced	12.4K	12.4K	-68
GoalVest Advisory LLC	New	0	53	+53
MassMutual Private Wealth & Trust, FSB	Reduced	154	144	-10
Planning Strategies Inc.	New	0	2	+2

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.