Skip to main content
Livermore
Livermore
ZHEN

Unum Group

UNM
Exchange
NYSE
Industry
Accident & Health Insurance
SEC CIK
0000005513

In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.

Other share classesUNMA

13F holders, Q4 2024

Institutional positions in Unum Group as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
685
+68 vs. Q3 2024
Shares held
154.1M
−2.25M (−1.4%) vs. Q3 2024
Total value
$11.3B
+$1.96B (+21.1%) vs. Q3 2024
New holders
118
222 more added
Sold out
50
250 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 685 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ4 2024: $11.3B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2024.

Institutions holding UNM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Activest Wealth Management1$730.00%+1New
Transce3nd, LLC1$730.00%+1New
Ruedi Wealth Management, Inc.2$1460.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC3$2190.00%+3New
MV Capital Management, Inc.3$2200.00%+2+200.0%Added
Larson Financial Group LLC5$3650.00%00.0%Unchanged
New Millennium Group LLC5$3650.00%+5New
AdvisorNet Financial, Inc6$4380.00%−8−57.1%Reduced
Old Second National Bank of Aurora6$4380.00%+6New
Parkworth Wealth Management, Inc.8$5840.00%+8New
Principia Wealth Advisory, LLC10$7300.00%+10New
UMA Financial Services, Inc.10$7310.00%+10New
Valued Wealth Advisors LLC11$8070.00%−11−50.0%Reduced
Global Financial Private Client, LLC12$8760.00%+12New
MPWM Advisory Solutions, LLC12$8760.00%+12New
Avion Wealth24$1.00K0.00%+11+84.6%Added
Creekmur Asset Management LLC15$1.09K0.00%00.0%Unchanged
Winch Advisory Services, LLC18$1.31K0.00%+18New
Kayne Anderson Rudnick Investment Management LLC18$1.33K0.00%−2,840−99.4%Reduced
Raleigh Capital Management Inc.20$1.46K0.00%00.0%Unchanged
Sierra Ocean, LLC21$1.53K0.00%+21New
Clean Yield Group26$1.90K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC26$1.90K0.00%+26New
Financial Management Professionals, Inc.29$2.12K0.00%00.0%Unchanged
Logan Capital Management Inc35$2.57K0.00%+35New
Grove Bank & Trust36$2.63K0.00%+36New
Bruce G. Allen Investments, LLC40$2.92K0.00%−2−4.8%Reduced
Hallmark Capital Management Inc40$2.92K0.00%00.0%Unchanged
High Note Wealth, LLC40$2.92K0.00%+40New
Quest 10 Wealth Builders, Inc.41$2.99K0.00%+41New
Spire Wealth Management42$3.07K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$3.07K0.00%−27−39.1%Reduced
Newbridge Financial Services Group, Inc.50$3.65K0.00%−2,837−98.3%Reduced
DiNuzzo Private Wealth, Inc.53$3.87K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC53$3.87K0.00%00.0%Unchanged
Rakuten Securities, Inc.53$3.87K0.00%+53New
Gen-Wealth Partners Inc57$4.16K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.58$4.24K0.00%−2,042−97.2%Reduced
LRI Investments, LLC58$4.24K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC60$4.38K0.00%00.0%Unchanged
Colonial Trust Co62$4.54K0.00%00.0%Unchanged
Sachetta, LLC63$4.60K0.00%+2+3.3%Added
Key Financial Inc64$4.67K0.00%+64New
Eagle Bay Advisors LLC69$5.04K0.00%+8+13.1%Added
Farmers & Merchants Investments Inc70$5.11K0.00%−5−6.7%Reduced
Park Square Financial Group, LLC75$5.48K0.00%+75New
Raiffeisen Bank International AG78$5.64K0.00%+78New
Fortitude Family Office, LLC79$5.77K0.00%+3+3.9%Added
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$6.57K0.00%00.0%Unchanged
Pingora Partners LLC100$7.30K0.00%−20−16.7%Reduced
Hexagon Capital Partners LLC104$7.59K0.00%+8+8.3%Added
Beacon Capital Management, LLC111$8.08K0.00%00.0%Unchanged
Horizon Investments, LLC113$8.21K0.00%+2+1.8%Added
Truvestments Capital LLC117$8.55K0.00%+117New
Centerpoint Advisors, LLC125$9.00K0.00%00.0%Unchanged
Atala Financial Inc124$9.06K0.01%+124New
Newton One Investments LLC135$9.84K0.00%+135New
Kozak & Associates, Inc.138$10.1K0.00%+1+0.7%Added
Hopwood Financial Services, Inc.150$11.0K0.01%+150New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.161$11.8K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc167$12.2K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC179$13.1K0.00%−53−22.8%Reduced
SOA Wealth Advisors, LLC.196$14.3K0.00%00.0%Unchanged
Asset Dedication, LLC203$14.8K0.00%00.0%Unchanged
Rothschild Investment LLC209$15.3K0.00%00.0%Unchanged
Coston, McIsaac & Partners224$16.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC230$16.8K0.00%00.0%Unchanged
Hollencrest Capital Management236$17.2K0.00%+2+0.9%Added
Leonteq Securities AG265$19.4K0.00%+18+7.3%Added
Coppell Advisory Solutions LLC266$19.4K0.00%−384−59.1%Reduced
R Squared Ltd280$20.4K0.02%+280New
Northwest Capital Management Inc290$21.2K0.01%00.0%Unchanged
True Wealth Design, LLC298$21.8K0.01%+21+7.6%Added
Whipplewood Advisors, LLC305$22.3K0.01%+305New
Whittier Trust Co308$22.5K0.00%+120+63.8%Added
Bell Investment Advisors, Inc310$22.6K0.00%+4+1.3%Added
TD Private Client Wealth LLC317$23.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC321$23.4K0.01%−21−6.1%Reduced
Laurel Wealth Advisors LLC325$23.7K0.00%00.0%Unchanged
Bullock Wealth Management Group337$24.6K0.01%+205+155.3%Added
Caitong International Asset Management Co., Ltd340$24.8K0.02%+340New
Hemington Wealth Management379$27.0K0.01%+66+21.1%Added
WealthCollab, LLC370$27.0K0.02%00.0%Unchanged
Live Oak Investment Partners–$27.4K0.02%––
Legacy Investment Solutions, LLC370$28.5K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC370$28.5K0.02%00.0%Unchanged
Barrett & Company, Inc.396$28.9K0.01%+297+300.0%Added
Sugarloaf Wealth Management, LLC399$29.1K0.01%00.0%Unchanged
Rise Advisors, LLC399$29.1K0.01%+2+0.5%Added
Heritage Wealth Advisors405$29.6K0.00%+18+4.7%Added
Aviso Financial Inc.406$29.6K0.00%00.0%Unchanged
Sound Income Strategies, LLC421$30.8K0.00%+2+0.5%Added
North Star Investment Management Corp.422$30.8K0.00%+1+0.2%Added
Massmutual Trust Co FSB444$32.4K0.00%+34+8.3%Added
Deseret Mutual Benefit Administrators493$36.0K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC500$36.5K0.01%00.0%Unchanged
Kestra Investment Management, LLC517$37.8K0.00%+517New
Manchester Capital Management LLC527$38.5K0.00%00.0%Unchanged
Huntington National Bank547$39.9K0.00%−132−19.4%Reduced