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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 6,603 | $482.2K | 0.00% | −308,727−97.9% | Reduced |
| J.W. Cole Advisors, Inc. | 6,627 | $484.0K | 0.02% | −549−7.7% | Reduced |
| Vise Technologies, Inc. | 6,630 | $484.2K | 0.04% | +6,630 | New |
| Means Investment Co., Inc. | 6,732 | $491.7K | 0.05% | +19+0.3% | Added |
| AdvisorShares Investments LLC | 6,800 | $496.6K | 0.10% | −1,700−20.0% | Reduced |
| AE Wealth Management LLC | 6,825 | $498.4K | 0.00% | +430+6.7% | Added |
| Caitlin John, LLC | 6,886 | $502.9K | 0.34% | −247−3.5% | Reduced |
| Ballentine Partners, LLC | 6,893 | $503.4K | 0.01% | +87+1.3% | Added |
| Belpointe Asset Management LLC | 9,151 | $507.8K | 0.03% | +189+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,972 | $509.2K | 0.03% | +20.0% | Added |
| Boothbay Fund Management, LLC | 7,042 | $514.3K | 0.02% | +7,042 | New |
| Bleakley Financial Group, LLC | 7,044 | $514.4K | 0.02% | +235+3.5% | Added |
| DMG Group, LLC | 7,105 | $518.9K | 0.42% | +2,605+57.9% | Added |
| Baird Financial Group, Inc. | 7,169 | $523.6K | 0.00% | +3,506+95.7% | Added |
| Kestra Advisory Services, LLC | 7,217 | $527.0K | 0.00% | +1,149+18.9% | Added |
| Measured Wealth Private Client Group, LLC | 7,276 | $531.4K | 0.17% | +7,276 | New |
| NorthRock Partners, LLC | 7,284 | $531.9K | 0.02% | +246+3.5% | Added |
| Wetherby Asset Management Inc | 7,320 | $534.6K | 0.03% | −252−3.3% | Reduced |
| My Legacy Advisors, LLC | 7,402 | $542.8K | 0.21% | −128−1.7% | Reduced |
| Impact Partnership Wealth, LLC | 7,440 | $543.3K | 0.11% | +7,440 | New |
| Los Angeles Capital Management LLC | 7,680 | $560.9K | 0.00% | −1,541−16.7% | Reduced |
| Clarius Group, LLC | 7,746 | $565.7K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,752 | $566.1K | 0.08% | +1,242+19.1% | Added |
| GAMMA Investing LLC | 7,893 | $576.4K | 0.05% | +680+9.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,905 | $577.3K | 0.15% | −18,981−70.6% | Reduced |
| Cresset Asset Management, LLC | 7,973 | $582.2K | 0.00% | −33,265−80.7% | Reduced |
| BancorpSouth Bank | 8,027 | $586.2K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,056 | $588.5K | 0.01% | −1,929−19.3% | Reduced |
| Summit Trail Advisors, LLC | 8,094 | $591.1K | 0.02% | +2,600+47.3% | Added |
| Hamilton Capital Partners Inc. | 8,112 | $592.4K | 0.04% | +212+2.7% | Added |
| SG Americas Securities, LLC | 8,297 | $606.0K | 0.00% | −341−3.9% | Reduced |
| Campion Asset Management LLC | 8,300 | $606.1K | 0.46% | −100−1.2% | Reduced |
| Global Retirement Partners, LLC | 8,321 | $607.7K | 0.02% | +29+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,581 | $631.9K | 0.01% | +3,834+80.8% | Added |
| Meeder Advisory Services, Inc. | 8,809 | $643.3K | 0.04% | +65+0.7% | Added |
| Erste Asset Management GmbH | 8,900 | $651.4K | 0.01% | +100+1.1% | Added |
| Wolverine Trading, LLC | 8,962 | $654.7K | 0.01% | +4,069+83.2% | Added |
| Benjamin Edwards Inc | 8,967 | $654.8K | 0.01% | −1,261−12.3% | Reduced |
| Callan Capital, LLC | 9,061 | $661.7K | 0.05% | +996+12.3% | Added |
| Pitcairn Co | 9,201 | $671.9K | 0.04% | −560−5.7% | Reduced |
| Asset Management One Co.,Ltd. | 9,182 | $672.0K | 0.00% | +9,182 | New |
| Avantax Advisory Services, Inc. | 9,226 | $673.8K | 0.00% | +324+3.6% | Added |
| Old Port Advisors | 9,255 | $675.9K | 0.19% | +20+0.2% | Added |
| Proequities, Inc. | 9,195 | $692.8K | 0.04% | +132+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 9,491 | $693.1K | 0.03% | +3,131+49.2% | Added |
| Venture Visionary Partners LLC | 9,531 | $696.1K | 0.03% | +20.0% | Added |
| Carret Asset Management, LLC | 9,832 | $718.0K | 0.08% | −11−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 9,835 | $718.3K | 0.05% | +100+1.0% | Added |
| Utah Retirement Systems | 9,900 | $723.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 10,042 | $733.4K | 0.02% | −8,462−45.7% | Reduced |
| Maryland State Retirement & Pension System | 10,223 | $746.6K | 0.02% | −678−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 10,405 | $759.9K | 0.01% | +26+0.3% | Added |
| Boxwood Ventures, Inc. | 10,412 | $760.4K | 1.02% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 10,591 | $769.0K | 1.59% | −4,253−28.7% | Reduced |
| Walleye Capital LLC | 10,576 | $772.4K | 0.01% | −5,859−35.6% | Reduced |
| United Services Automobile Association | 10,707 | $781.9K | 0.03% | −463−4.1% | Reduced |
| Financial Advisory Service, Inc. | 10,831 | $791.0K | 0.07% | +62+0.6% | Added |
| Friedenthal Financial | 10,906 | $796.5K | 0.47% | +10,906 | New |
| HM Payson & Co | 10,922 | $797.6K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,199 | $804.1K | 0.04% | +538+5.0% | Added |
| Mutual Advisors, LLC | 10,834 | $804.9K | 0.02% | −22−0.2% | Reduced |
| State of Wyoming | 11,074 | $808.7K | 0.10% | +4,196+61.0% | Added |
| Greenleaf Trust | 11,126 | $812.5K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,190 | $817.2K | 0.22% | −1,732−13.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,402 | $833.0K | 0.13% | +11,402 | New |
| Old National Bancorp | 11,815 | $862.8K | 0.02% | +1,136+10.6% | Added |
| Paradigm Financial Partners, LLC | 11,947 | $872.5K | 0.11% | −1,089−8.4% | Reduced |
| Brevan Howard Capital Management LP | 12,031 | $878.6K | 0.02% | −17,200−58.8% | Reduced |
| Signet Financial Management, LLC | 12,053 | $880.2K | 0.11% | −562−4.5% | Reduced |
| M&T Bank Corp | 12,080 | $882.3K | 0.00% | −1,286−9.6% | Reduced |
| Simplex Trading, LLC | 12,103 | $883.0K | 0.02% | +2,962+32.4% | Added |
| CAPROCK Group, Inc. | 12,392 | $905.0K | 0.03% | +84+0.7% | Added |
| Park Avenue Securities LLC | 12,478 | $911.0K | 0.01% | +121+1.0% | Added |
| Evergreen Capital Management LLC | 12,541 | $915.9K | 0.03% | +40.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,566 | $917.7K | 0.01% | −71,590−85.1% | Reduced |
| Integrated Wealth Concepts LLC | 12,637 | $922.9K | 0.01% | −829−6.2% | Reduced |
| Securian Asset Management, Inc | 12,700 | $927.5K | 0.03% | −590−4.4% | Reduced |
| Point72 Hong Kong Ltd | 12,737 | $930.2K | 0.06% | −37,723−74.8% | Reduced |
| Toroso Investments, LLC | 12,837 | $937.5K | 0.01% | −384−2.9% | Reduced |
| Coldstream Capital Management Inc | 12,890 | $941.4K | 0.02% | +112+0.9% | Added |
| Affinity Investment Advisors, LLC | 12,962 | $946.6K | 0.79% | −8,005−38.2% | Reduced |
| BOS Asset Management, LLC | 13,033 | $951.8K | 0.34% | −288−2.2% | Reduced |
| TownSquare Capital, LLC | 13,100 | $956.8K | 0.01% | +964+7.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,158 | $960.9K | 0.06% | −5,777−30.5% | Reduced |
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | +13,185 | New |
| Hillsdale Investment Management Inc. | 13,250 | $967.6K | 0.05% | +400+3.1% | Added |
| Tower Research Capital LLC (TRC) | 13,284 | $970.1K | 0.02% | +8,060+154.3% | Added |
| QRG Capital Management, Inc. | 13,336 | $973.9K | 0.01% | +189+1.4% | Added |
| Patten & Patten Inc | 13,342 | $974.4K | 0.06% | −250−1.8% | Reduced |
| Brinker Capital Investments, LLC | 13,559 | $990.2K | 0.01% | +4,450+48.9% | Added |
| Orion Portfolio Solutions, LLC | 13,559 | $990.2K | 0.01% | +4,450+48.9% | Added |
| Exchange Traded Concepts, LLC | 13,825 | $1.01M | 0.02% | +324+2.4% | Added |
| CWM, LLC | 14,010 | $1.02M | 0.00% | −286−2.0% | Reduced |
| Westover Capital Advisors, LLC | 14,518 | $1.06M | 0.23% | −111−0.8% | Reduced |
| Advisory Research Inc | 14,621 | $1.07M | 0.18% | +77+0.5% | Added |
| Commerce Bank | 14,692 | $1.07M | 0.01% | −1,880−11.3% | Reduced |
| Counterpoint Mutual Funds LLC | 14,867 | $1.09M | 0.14% | +1,784+13.6% | Added |
| XML Financial, LLC | 14,915 | $1.09M | 0.10% | −4,415−22.8% | Reduced |
| Shell Asset Management Co | 15,518 | $1.13M | 0.05% | −16−0.1% | Reduced |
| Capital Fund Management S.A. | 15,788 | $1.15M | 0.01% | +15,788 | New |