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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 3,655 | $266.9K | 0.02% | +96+2.7% | Added |
| Ground Swell Capital, LLC | 3,665 | $267.7K | 0.58% | +3,665 | New |
| NewEdge Wealth, LLC | 3,763 | $274.8K | 0.00% | −255−6.3% | Reduced |
| Moors & Cabot, Inc. | 3,791 | $276.9K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,794 | $277.1K | 0.73% | +3,794 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $277.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,802 | $277.7K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,822 | $279.1K | 0.08% | −1,461−27.7% | Reduced |
| Rafferty Asset Management, LLC | 3,837 | $280.2K | 0.00% | −104−2.6% | Reduced |
| Profund Advisors LLC | 3,842 | $280.6K | 0.01% | −490−11.3% | Reduced |
| Apollon Wealth Management, LLC | 3,844 | $280.7K | 0.01% | −105−2.7% | Reduced |
| EP Wealth Advisors, LLC | 3,984 | $291.0K | 0.00% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,000 | $292.1K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $292.1K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 4,084 | $298.3K | 0.00% | +319+8.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,100 | $299.4K | 0.01% | −105−2.5% | Reduced |
| Callan Family Office, LLC | 4,112 | $300.3K | 0.02% | +4,112 | New |
| Lake Street Advisors Group, LLC | 4,131 | $301.7K | 0.01% | −366−8.1% | Reduced |
| Quadrant Capital Group LLC | 4,164 | $304.1K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 4,235 | $309.3K | 0.01% | −17,913−80.9% | Reduced |
| Sigma Planning Corp | 4,293 | $313.5K | 0.01% | −94−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 4,309 | $314.7K | 0.04% | +5+0.1% | Added |
| Delta Asset Management LLC | 4,325 | $315.9K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 4,337 | $316.7K | 0.03% | +8+0.2% | Added |
| Seeds Investor LLC | 4,398 | $321.2K | 0.09% | +342+8.4% | Added |
| Newport Capital Group, LLC | 4,420 | $322.8K | 0.24% | −1,068−19.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,248 | $324.0K | 0.06% | +9,248 | New |
| SageView Advisory Group, LLC | 4,438 | $324.1K | 0.01% | −330−6.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,468 | $326.3K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $326.4K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,485 | $327.5K | 0.01% | +52+1.2% | Added |
| Merit Financial Group, LLC | 4,496 | $328.3K | 0.01% | +4,496 | New |
| Old North State Wealth Management, LLC | 4,519 | $330.4K | 0.19% | +800+21.5% | Added |
| Atomi Financial Group, Inc. | 4,525 | $330.5K | 0.02% | +770+20.5% | Added |
| Applied Finance Capital Management, LLC | 4,537 | $331.3K | 0.01% | 00.0% | Unchanged |
| NDVR, Inc. | 4,548 | $332.1K | 0.32% | +213+4.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,641 | $339.0K | 0.05% | −475−9.3% | Reduced |
| FourThought Financial Partners, LLC | 4,667 | $340.8K | 0.04% | +4,667 | New |
| Everence Capital Management Inc | 4,670 | $341.0K | 0.02% | +4,670 | New |
| Brown Brothers Harriman & Co | 4,670 | $341.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,677 | $341.6K | 0.13% | +37+0.8% | Added |
| Portland Global Advisors LLC | 4,723 | $344.9K | 0.04% | −2,278−32.5% | Reduced |
| Advisors Asset Management, Inc. | 4,845 | $353.8K | 0.01% | +2,016+71.3% | Added |
| AlTi Global, Inc. | 4,906 | $358.3K | 0.01% | −139−2.8% | Reduced |
| CSS LLC | 4,945 | $361.1K | 0.02% | −4,563−48.0% | Reduced |
| Fountainhead AM, LLC | 4,955 | $361.8K | 0.07% | +40+0.8% | Added |
| Atria Investments LLC | 4,959 | $362.1K | 0.00% | −34−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,974 | $363.3K | 0.01% | −50,751−91.1% | Reduced |
| Eqis Capital Management, Inc. | 4,979 | $363.7K | 0.03% | −502−9.2% | Reduced |
| StoneX Group Inc. | 4,993 | $364.6K | 0.02% | +4,993 | New |
| Mather Group, LLC. | 5,005 | $365.5K | 0.00% | +10.0% | Added |
| Taika Capital, LP | 5,050 | $368.8K | 0.28% | +5,050 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $370.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,132 | $374.8K | 0.04% | −593−10.4% | Reduced |
| Great Lakes Advisors, LLC | 5,150 | $376.1K | 0.00% | −39−0.8% | Reduced |
| Colony Group, LLC | 5,172 | $377.7K | 0.00% | +1,118+27.6% | Added |
| Accurate Wealth Management, LLC | 5,284 | $379.4K | 0.07% | −350−6.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,198 | $379.6K | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,210 | $380.5K | 0.08% | −91−1.7% | Reduced |
| Blair William & Co | 5,272 | $385.0K | 0.00% | +1,546+41.5% | Added |
| Verition Fund Management LLC | 5,291 | $386.4K | 0.00% | −30,782−85.3% | Reduced |
| Lido Advisors, LLC | 5,311 | $387.9K | 0.00% | +10.0% | Added |
| Forbes J M & Co LLP | 5,320 | $388.5K | 0.04% | +5,320 | New |
| Wedbush Securities Inc | 5,346 | $390.0K | 0.01% | +5,346 | New |
| Lane & Associates LLC | 5,142 | $392.1K | 0.20% | −75−1.4% | Reduced |
| Net Worth Advisory Group | 5,372 | $392.3K | 0.12% | +63+1.2% | Added |
| Chicago Partners Investment Group LLC | 5,385 | $392.9K | 0.01% | +444+9.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,486 | $400.7K | 0.00% | +860+18.6% | Added |
| Sharpepoint LLC | 5,501 | $401.7K | 0.36% | +5,501 | New |
| MBM Wealth Consultants, LLC | 5,594 | $407.9K | 0.12% | +209+3.9% | Added |
| XTX Topco Ltd | 5,669 | $414.0K | 0.03% | +5,669 | New |
| Fifth Third Wealth Advisors LLC | 5,684 | $415.1K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,690 | $415.5K | 0.21% | −500−8.1% | Reduced |
| Lion Street Advisors, LLC | 5,751 | $420.0K | 0.13% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,817 | $424.8K | 0.05% | −5,836−50.1% | Reduced |
| CIBC Asset Management Inc | 5,838 | $426.3K | 0.00% | +287+5.2% | Added |
| Aries Wealth Management | 5,846 | $426.9K | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 5,863 | $428.2K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,868 | $428.5K | 0.01% | +651+12.5% | Added |
| HB Wealth Management, LLC | 5,928 | $432.9K | 0.00% | +2,146+56.7% | Added |
| IHT Wealth Management, LLC | 5,936 | $433.5K | 0.01% | +30+0.5% | Added |
| Petrus Trust Company, LTA | 5,997 | $438.0K | 0.04% | −9,700−61.8% | Reduced |
| Prossimo Advisors, LLC | 6,009 | $439.0K | 0.32% | +14+0.2% | Added |
| GWM Advisors LLC | 6,014 | $439.2K | 0.00% | +326+5.7% | Added |
| Brown Advisory Inc | 6,046 | $441.5K | 0.00% | −728−10.7% | Reduced |
| Skopos Labs, Inc. | 6,059 | $442.5K | 0.13% | −533−8.1% | Reduced |
| Virtus Investment Advisers, Inc. | 6,105 | $445.8K | 0.35% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,172 | $450.8K | 0.01% | +323+5.5% | Added |
| Investors Asset Management of Georgia Inc | 6,214 | $453.8K | 0.22% | +6+0.1% | Added |
| J. W. Coons Advisors, LLC | 6,258 | $457.0K | 0.12% | −109−1.7% | Reduced |
| Forum Financial Management, LP | 6,294 | $459.7K | 0.01% | +89+1.4% | Added |
| Regions Financial Corp | 6,328 | $462.1K | 0.00% | −54−0.8% | Reduced |
| Alps Advisors Inc | 6,350 | $463.7K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 6,391 | $466.7K | 0.13% | +6,391 | New |
| Quent Capital, LLC | 6,442 | $470.4K | 0.05% | −131−2.0% | Reduced |
| Shelton Capital Management | 6,450 | $471.0K | 0.01% | −663−9.3% | Reduced |
| Patten Group, Inc. | 6,480 | $473.3K | 0.10% | −751−10.4% | Reduced |
| Csenge Advisory Group | 6,486 | $473.7K | 0.03% | −1,677−20.5% | Reduced |
| Quest Partners LLC | 6,526 | $476.6K | 0.06% | −34,941−84.3% | Reduced |
| Bessemer Group Inc | 6,536 | $478.0K | 0.00% | +143+2.2% | Added |