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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 555 | $40.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 571 | $41.7K | 0.00% | −160−21.9% | Reduced |
| 1620 Investment Advisors, Inc. | 573 | $41.8K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $43.8K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 614 | $44.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 620 | $45.3K | 0.03% | +620 | New |
| EverSource Wealth Advisors, LLC | 654 | $47.8K | 0.00% | +125+23.6% | Added |
| Federation des caisses Desjardins du Quebec | 679 | $49.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 764 | $55.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 766 | $55.9K | 0.01% | +160+26.4% | Added |
| Arlington Trust Co LLC | 774 | $56.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 800 | $58.4K | 0.01% | +800 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $58.5K | 0.01% | +179+28.8% | Added |
| William B. Walkup & Associates, Inc. | 855 | $62.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 867 | $63.3K | 0.01% | −32−3.6% | Reduced |
| WPG Advisers, LLC | 907 | $66.2K | 0.06% | +907 | New |
| Harbour Investments, Inc. | 930 | $68.0K | 0.00% | +108+13.1% | Added |
| Lindbrook Capital, LLC | 931 | $68.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 958 | $70.0K | 0.01% | +256+36.5% | Added |
| Bryn Mawr Trust Co | 980 | $71.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 996 | $72.7K | 0.02% | +4+0.4% | Added |
| Central Trust Co | 1,000 | $73.0K | 0.00% | −7−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $76.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $79.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,090 | $79.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,172 | $85.6K | 0.00% | −120−9.3% | Reduced |
| Venturi Wealth Management, LLC | 1,206 | $88.1K | 0.00% | +278+30.0% | Added |
| IFP Advisors, Inc | 1,234 | $90.1K | 0.00% | −1,194−49.2% | Reduced |
| SBI Securities Co., Ltd. | 1,241 | $90.6K | 0.00% | +1,241 | New |
| Kapitalo Investimentos Ltda | 1,397 | $102.0K | 0.07% | +1,397 | New |
| Capital Analysts, LLC | 1,476 | $108.0K | 0.00% | +1,476 | New |
| Principal Securities, Inc. | 1,553 | $113.4K | 0.00% | +337+27.7% | Added |
| Addison Advisors LLC | 1,610 | $117.6K | 0.03% | +41+2.6% | Added |
| TD Waterhouse Canada Inc. | 1,671 | $122.1K | 0.00% | +553+49.5% | Added |
| Richardson Financial Services Inc. | 1,700 | $124.2K | 0.09% | −75−4.2% | Reduced |
| Proffitt & Goodson Inc | 1,786 | $130.4K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $139.1K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,947 | $142.0K | 0.09% | −562−22.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,960 | $143.1K | 0.00% | −44−2.2% | Reduced |
| MAI Capital Management | 1,970 | $143.9K | 0.00% | +1,970 | New |
| Jones Financial Companies LLLP | 2,258 | $164.9K | 0.00% | +1,252+124.5% | Added |
| Allworth Financial LP | 2,220 | $167.3K | 0.00% | +21+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,367 | $172.9K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,383 | $174.0K | 0.02% | −58−2.4% | Reduced |
| Smartleaf Asset Management LLC | 2,540 | $185.5K | 0.02% | +574+29.2% | Added |
| Private Trust Co NA | 2,570 | $187.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,597 | $189.7K | 0.01% | −621−19.3% | Reduced |
| GeoWealth Management, LLC | 2,616 | $191.1K | 0.01% | −96−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,640 | $192.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $197.8K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 2,750 | $200.8K | 0.04% | +2,750 | New |
| Advisor OS, LLC | 2,750 | $200.8K | 0.02% | +2,750 | New |
| Farringdon Capital, Ltd. | 2,768 | $202.1K | 0.08% | +2,768 | New |
| Boston Private Wealth LLC | 2,788 | $203.6K | 0.00% | +2,788 | New |
| Roof Eidam & Maycock | 2,830 | $206.7K | 0.05% | +2,830 | New |
| Quarry LP | 2,848 | $208.0K | 0.04% | +1,918+206.2% | Added |
| Northwest & Ethical Investments L.P. | 2,900 | $211.5K | 0.01% | +2,900 | New |
| SRS Capital Advisors, Inc. | 2,904 | $212.1K | 0.01% | +1,359+88.0% | Added |
| Sage Capital Management, LLC | 2,921 | $213.3K | 0.11% | +2,921 | New |
| Fragasso Group Inc. | 2,921 | $213.3K | 0.02% | +2,921 | New |
| PFG Investments, LLC | 2,964 | $216.5K | 0.01% | +2,964 | New |
| Stratos Wealth Partners, LTD. | 2,964 | $216.5K | 0.00% | +2,964 | New |
| Leigh Baldwin & Co., LLC | 2,970 | $216.9K | 0.18% | +2,970 | New |
| Blackhawk Capital Partners LLC. | 2,975 | $217.3K | 0.11% | −1,152−27.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,980 | $217.6K | 0.01% | +2,980 | New |
| Bank & Trust Co | 2,989 | $218.3K | 0.18% | 00.0% | Unchanged |
| 111 Capital | 2,996 | $218.8K | 0.05% | +2,996 | New |
| KKM Financial LLC | 3,000 | $219.1K | 0.09% | +3,000 | New |
| Geneos Wealth Management Inc. | 3,023 | $220.8K | 0.01% | +12+0.4% | Added |
| Portman Square Capital LLP | 3,116 | $227.6K | 0.04% | +3,116 | New |
| Parallel Advisors, LLC | 3,123 | $228.1K | 0.01% | +80+2.6% | Added |
| National Asset Management, Inc. | 3,135 | $228.9K | 0.01% | −1,019−24.5% | Reduced |
| Atria Wealth Solutions, Inc. | 3,143 | $229.5K | 0.00% | +3,143 | New |
| Beacon Pointe Advisors, LLC | 3,154 | $230.3K | 0.00% | −6,289−66.6% | Reduced |
| Ossiam | 3,161 | $230.8K | 0.00% | −665−17.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,188 | $232.8K | 0.01% | +3,188 | New |
| Fidelis Capital Partners, LLC | 3,067 | $233.8K | 0.02% | +3,067 | New |
| Clearstead Advisors, LLC | 3,204 | $234.0K | 0.00% | +133+4.3% | Added |
| Toth Financial Advisory Corp | 3,250 | $237.4K | 0.03% | −228−6.6% | Reduced |
| Jacobi Capital Management LLC | 3,261 | $238.2K | 0.02% | +3,261 | New |
| Nichols & Pratt Advisers LLP | 3,270 | $238.8K | 0.02% | +3,270 | New |
| Wellington Management Group LLP | 3,282 | $239.7K | 0.00% | +3,282 | New |
| Financial Counselors Inc | 3,285 | $239.9K | 0.00% | +3,285 | New |
| KPP Advisory Services LLC | 3,369 | $246.0K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,385 | $247.2K | 0.01% | +3,385 | New |
| ISAM Funds (UK) Ltd | 3,404 | $248.6K | 0.18% | +3,404 | New |
| Montag A & Associates Inc | 3,410 | $249.0K | 0.01% | +3,410 | New |
| Capital Square, LLC | 3,327 | $249.6K | 0.14% | +3,327 | New |
| Fifth Third Bancorp | 3,422 | $249.9K | 0.00% | −409−10.7% | Reduced |
| Brookstone Capital Management | 3,432 | $250.7K | 0.00% | +3,432 | New |
| Ariadne Wealth Management, LP | 3,266 | $251.4K | 0.12% | +31+1.0% | Added |
| Hanson & Doremus Investment Management | 3,480 | $254.0K | 0.04% | −79−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,491 | $254.7K | 0.00% | −389−10.0% | Reduced |
| Challenger Wealth Management | 3,528 | $257.6K | 0.22% | +3,528 | New |
| Sage Rhino Capital LLC | 3,535 | $258.2K | 0.06% | −131−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 3,560 | $260.0K | 0.01% | −1,332−27.2% | Reduced |
| Welch & Forbes LLC | 3,587 | $262.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,618 | $264.2K | 0.00% | −7,830−68.4% | Reduced |
| Machina Capital S.A.S. | 3,642 | $266.0K | 0.11% | −4,282−54.0% | Reduced |