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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 15,903 | $1.16M | 0.00% | −461−2.8% | Reduced |
| Mercer Global Advisors Inc | 15,837 | $1.16M | 0.00% | −1,983−11.1% | Reduced |
| Atlas Capital Advisors LLC | 15,868 | $1.16M | 0.15% | +767+5.1% | Added |
| Fieldview Capital Management, LLC | 15,985 | $1.17M | 0.18% | +15,985 | New |
| Neumann Capital Management, LLC | 15,998 | $1.17M | 0.39% | −685−4.1% | Reduced |
| Moran Wealth Management, LLC | 16,259 | $1.19M | 0.04% | +3,349+25.9% | Added |
| Assetmark, Inc | 16,541 | $1.21M | 0.00% | −622,267−97.4% | Reduced |
| Sanctuary Advisors, LLC | 15,842 | $1.22M | 0.01% | −6,170−28.0% | Reduced |
| Polianta Ltd | 17,000 | $1.24M | 0.59% | +17,000 | New |
| Landscape Capital Management, L.L.C. | 17,101 | $1.25M | 0.13% | +17,101 | New |
| Public Employees Retirement Association of Colorado | 17,588 | $1.28M | 0.01% | −2,624−13.0% | Reduced |
| Convergence Investment Partners, LLC | 17,737 | $1.30M | 0.29% | +1,661+10.3% | Added |
| Keynote Financial Services LLC | 17,959 | $1.31M | 1.01% | −1,835−9.3% | Reduced |
| Stephens Inc | 18,066 | $1.32M | 0.02% | −850−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,211 | $1.33M | 0.01% | +147+0.8% | Added |
| MML Investors Services, LLC | 18,701 | $1.37M | 0.00% | +1,413+8.2% | Added |
| Signaturefd, LLC | 18,841 | $1.38M | 0.03% | −181−1.0% | Reduced |
| Lifestyle Asset Management, Inc. | 18,899 | $1.38M | 0.75% | −607−3.1% | Reduced |
| Prana Capital Management, LP | 19,025 | $1.39M | 0.07% | −189,041−90.9% | Reduced |
| State of Alaska, Department of Revenue | 19,157 | $1.40M | 0.02% | −700−3.5% | Reduced |
| Diversified Trust Co | 19,254 | $1.41M | 0.03% | +15,705+442.5% | Added |
| Federated Hermes, Inc. | 19,362 | $1.41M | 0.00% | −694−3.5% | Reduced |
| Oak Thistle LLC | 19,461 | $1.42M | 0.42% | +15,257+362.9% | Added |
| Redwood Investment Management, LLC | 19,500 | $1.42M | 0.14% | −8,915−31.4% | Reduced |
| Ascent Group, LLC | 19,569 | $1.43M | 0.11% | −781−3.8% | Reduced |
| New York Life Investment Management LLC | 19,587 | $1.43M | 0.01% | −2,125−9.8% | Reduced |
| D.A. Davidson & Co. | 19,673 | $1.44M | 0.01% | −1,253−6.0% | Reduced |
| Concurrent Investment Advisors, LLC | 19,877 | $1.45M | 0.04% | +1,927+10.7% | Added |
| Omers Administration Corp | 20,000 | $1.46M | 0.01% | −23,900−54.4% | Reduced |
| Ieq Capital, LLC | 20,016 | $1.46M | 0.01% | +3,695+22.6% | Added |
| Canada Pension Plan Investment Board | 20,100 | $1.47M | 0.00% | −67,900−77.2% | Reduced |
| Abacus Planning Group, Inc. | 20,232 | $1.48M | 0.26% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,711 | $1.51M | 0.02% | +5,623+37.3% | Added |
| Interval Partners, LP | 21,300 | $1.56M | 0.04% | +21,300 | New |
| Gotham Asset Management, LLC | 21,374 | $1.56M | 0.01% | +2,170+11.3% | Added |
| Jump Financial, LLC | 22,025 | $1.61M | 0.03% | +22,025 | New |
| Ethic Inc. | 22,505 | $1.64M | 0.03% | +2,305+11.4% | Added |
| Xponance, Inc. | 22,591 | $1.65M | 0.02% | +1,681+8.0% | Added |
| Caption Management, LLC | 23,200 | $1.69M | 0.07% | +22,100+2,009.1% | Added |
| Graham Capital Management, L.P. | 23,328 | $1.70M | 0.05% | +23,328 | New |
| Concentric Capital Strategies, LP | 23,508 | $1.72M | 0.11% | +23,508 | New |
| Investors Research Corp | 24,376 | $1.78M | 0.39% | −10,224−29.5% | Reduced |
| Sowell Financial Services LLC | 24,934 | $1.82M | 0.10% | +689+2.8% | Added |
| Pacer Advisors, Inc. | 25,042 | $1.83M | 0.00% | −6,459−20.5% | Reduced |
| Pictet Asset Management Holding SA | 25,280 | $1.85M | 0.00% | +896+3.7% | Added |
| Vident Advisory, LLC | 25,907 | $1.89M | 0.03% | −1,286−4.7% | Reduced |
| Squarepoint Ops LLC | 26,189 | $1.91M | 0.00% | −8,821−25.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 26,488 | $1.94M | 1.85% | +26,488 | New |
| Teza Capital Management LLC | 26,883 | $1.96M | 0.30% | +26,883 | New |
| Sterling Capital Management LLC | 27,466 | $2.01M | 0.03% | +3,724+15.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,850 | $2.03M | 0.01% | −4,783−14.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.04M | 0.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,599 | $2.09M | 0.01% | −470−1.6% | Reduced |
| Waterfront Wealth Inc. | 29,286 | $2.14M | 0.52% | −13,315−31.3% | Reduced |
| Natixis Advisors, L.P. | 29,957 | $2.19M | 0.00% | +1,162+4.0% | Added |
| Total Wealth Planning & Management, Inc. | 29,975 | $2.19M | 2.15% | +29,975 | New |
| Boston Financial Mangement LLC | 30,000 | $2.19M | 0.07% | −10,000−25.0% | Reduced |
| BKD Wealth Advisors, LLC | 30,137 | $2.20M | 0.05% | −716−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 30,176 | $2.20M | 0.00% | +2,072+7.4% | Added |
| Crossmark Global Holdings, Inc. | 31,015 | $2.27M | 0.04% | −691−2.2% | Reduced |
| Hancock Whitney Corp | 32,197 | $2.35M | 0.07% | +91+0.3% | Added |
| Strategic Global Advisors, LLC | 32,344 | $2.36M | 0.43% | +1,488+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,070 | $2.42M | 0.01% | −1,382−4.0% | Reduced |
| Advisory Services Network, LLC | 33,100 | $2.42M | 0.05% | −3,030−8.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,347 | $2.44M | 0.01% | +589+1.8% | Added |
| Abn Amro Investment Solutions | 33,569 | $2.45M | 0.05% | +7,206+27.3% | Added |
| Mubadala Investment Co PJSC | 33,726 | $2.46M | 0.01% | +33,726 | New |
| Agf Management Ltd | 34,090 | $2.49M | 0.01% | −22,494−39.8% | Reduced |
| CBOE Vest Financial, LLC | 34,103 | $2.49M | 0.04% | +7,944+30.4% | Added |
| Ritholtz Wealth Management | 34,177 | $2.50M | 0.07% | +637+1.9% | Added |
| Oregon Public Employees Retirement Fund | 34,208 | $2.50M | 0.05% | −371−1.1% | Reduced |
| CIBC World Markets Inc. | 34,358 | $2.51M | 0.01% | +3,485+11.3% | Added |
| New Mexico Educational Retirement Board | 34,843 | $2.54M | 0.09% | −3,357−8.8% | Reduced |
| Great Diamond Partners, LLC | 35,684 | $2.61M | 0.67% | −182−0.5% | Reduced |
| Danske Bank A/S | 35,797 | $2.61M | 0.01% | −1,125−3.0% | Reduced |
| Naples Global Advisors, LLC | 36,075 | $2.63M | 0.25% | +203+0.6% | Added |
| Cetera Investment Advisers | 36,967 | $2.70M | 0.01% | +2,105+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,104 | $2.71M | 0.02% | −571−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 37,338 | $2.73M | 0.06% | −581−1.5% | Reduced |
| DGS Capital Management, LLC | 37,677 | $2.75M | 0.69% | +715+1.9% | Added |
| Sculati Wealth Management, LLC | 38,901 | $2.84M | 1.12% | +200+0.5% | Added |
| Nations Financial Group Inc, | 39,231 | $2.87M | 0.21% | +1,198+3.1% | Added |
| State of Michigan Retirement System | 39,800 | $2.91M | 0.02% | −800−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,826 | $2.91M | 0.01% | +4,859+13.9% | Added |
| Bokf, NA | 40,786 | $2.93M | 0.05% | −976−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 40,247 | $2.94M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 40,438 | $2.95M | 0.01% | +24,299+150.6% | Added |
| FORA Capital, LLC | 40,655 | $2.97M | 0.34% | +40,655 | New |
| Aviance Capital Partners, LLC | 41,351 | $3.02M | 0.42% | +3,870+10.3% | Added |
| CoreCap Advisors, LLC | 41,709 | $3.05M | 0.14% | −784−1.8% | Reduced |
| Kendall Capital Management | 42,535 | $3.11M | 0.91% | −1,105−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 43,802 | $3.20M | 0.00% | +2,311+5.6% | Added |
| Handelsbanken Fonder AB | 45,207 | $3.30M | 0.01% | −4,600−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,267 | $3.31M | 0.01% | +3,554+8.5% | Added |
| Bank of Montreal | 45,648 | $3.33M | 0.00% | +1,568+3.6% | Added |
| Savant Capital, LLC | 46,344 | $3.38M | 0.03% | +476+1.0% | Added |
| Louisiana State Employees Retirement System | 46,600 | $3.40M | 0.06% | −800−1.7% | Reduced |
| STRS Ohio | 49,014 | $3.58M | 0.01% | +3,897+8.6% | Added |
| Anchor Investment Management, LLC | 49,403 | $3.61M | 0.34% | 00.0% | Unchanged |
| Arizona State Retirement System | 51,219 | $3.74M | 0.02% | −3,313−6.1% | Reduced |