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 |
|---|---|---|---|---|---|
| Massar Capital Management, LP | 51,691 | $3.77M | 4.29% | +51,691 | New |
| Nomura Holdings Inc | 52,164 | $3.81M | 0.02% | +52,164 | New |
| KBC Group NV | 53,267 | $3.89M | 0.01% | +48,437+1,002.8% | Added |
| State of New Jersey Common Pension Fund D | 54,435 | $3.98M | 0.02% | −2,385−4.2% | Reduced |
| Brant Point Investment Management LLC | 55,000 | $4.02M | 0.95% | +55,000 | New |
| CWA Asset Management Group, LLC | 55,220 | $4.03M | 0.20% | +31,783+135.6% | Added |
| Teachers Retirement System of the State of Kentucky | 56,710 | $4.14M | 0.04% | −2,640−4.4% | Reduced |
| BTC Capital Management, Inc. | 57,021 | $4.16M | 0.39% | −19,576−25.6% | Reduced |
| Jefferies Financial Group Inc. | 57,051 | $4.17M | 0.05% | +57,051 | New |
| Janney Montgomery Scott LLC | 57,373 | $4.19M | 0.01% | −1,491−2.5% | Reduced |
| Mariner, LLC | 57,520 | $4.20M | 0.01% | +3,228+5.9% | Added |
| Auxier Asset Management | 57,752 | $4.22M | 0.65% | −1,435−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 58,850 | $4.30M | 0.14% | −1,414−2.3% | Reduced |
| JustInvest LLC | 58,999 | $4.31M | 0.07% | +2,881+5.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,412 | $4.34M | 0.04% | +59,412 | New |
| HighTower Advisors, LLC | 60,169 | $4.39M | 0.01% | −20,722−25.6% | Reduced |
| KLP Kapitalforvaltning AS | 62,200 | $4.54M | 0.02% | +62,200 | New |
| Summit Global Investments | 62,259 | $4.55M | 0.28% | −4,374−6.6% | Reduced |
| Yousif Capital Management, LLC | 62,716 | $4.58M | 0.05% | −3,380−5.1% | Reduced |
| apricus wealth, LLC | 63,775 | $4.66M | 3.02% | −2,590−3.9% | Reduced |
| Pathstone Holdings, LLC | 64,792 | $4.73M | 0.02% | −1,006−1.5% | Reduced |
| EAM Global Investors LLC | 65,127 | $4.76M | 0.85% | +65,127 | New |
| Illinois Municipal Retirement Fund | 65,768 | $4.80M | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $4.93M | 0.26% | +67,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 68,100 | $4.97M | 0.01% | +2,900+4.4% | Added |
| Boston Common Asset Management, LLC | 69,278 | $5.06M | 0.15% | +11,373+19.6% | Added |
| Viking Fund Management LLC | 70,000 | $5.11M | 0.80% | +70,000 | New |
| Alaska Permanent Fund Corp | 70,058 | $5.12M | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 70,739 | $5.17M | 0.01% | −397,627−84.9% | Reduced |
| Qube Research & Technologies Ltd | 71,544 | $5.22M | 0.01% | −316,255−81.6% | Reduced |
| Silver Lake Advisory, LLC | 72,536 | $5.30M | 2.33% | −3,230−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 72,631 | $5.30M | 0.01% | −8,974−11.0% | Reduced |
| State of Tennessee, Treasury Department | 73,808 | $5.39M | 0.02% | −2,083−2.7% | Reduced |
| Zacks Investment Management | 74,377 | $5.43M | 0.05% | +995+1.4% | Added |
| Cerity Partners LLC | 78,886 | $5.46M | 0.01% | +7,219+10.1% | Added |
| Ensign Peak Advisors, Inc | 75,368 | $5.50M | 0.01% | +9,662+14.7% | Added |
| Macquarie Group Ltd | 75,700 | $5.53M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 77,629 | $5.67M | 0.01% | −17,073−18.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,686 | $5.67M | 0.06% | +61,019+366.1% | Added |
| State of Wisconsin Investment Board | 78,114 | $5.70M | 0.01% | −18,077−18.8% | Reduced |
| Envestnet Asset Management Inc | 79,133 | $5.78M | 0.00% | +6,555+9.0% | Added |
| Amalgamated Bank | 80,347 | $5.87M | 0.05% | −2,080−2.5% | Reduced |
| Pinebridge Investments, L.P. | 81,166 | $5.93M | 0.05% | −20,621−20.3% | Reduced |
| Citigroup Inc | 81,740 | $5.97M | 0.01% | +19,249+30.8% | Added |
| Treasurer of the State of North Carolina | 81,879 | $5.98M | 0.02% | +1,160+1.4% | Added |
| First Horizon Advisors, Inc. | 82,900 | $6.05M | 0.17% | −4,834−5.5% | Reduced |
| Creative Planning | 84,899 | $6.20M | 0.01% | −70.0% | Reduced |
| Wealthfront Advisers LLC | 86,282 | $6.30M | 0.02% | −1,451−1.7% | Reduced |
| Susquehanna International Group, LLP | 87,857 | $6.42M | 0.01% | +19,158+27.9% | Added |
| Mutual of America Capital Management LLC | 88,747 | $6.48M | 0.07% | −3,623−3.9% | Reduced |
| Jane Street Group, LLC | 91,390 | $6.67M | 0.01% | −70,696−43.6% | Reduced |
| Vestcor Inc | 92,314 | $6.74M | 0.22% | +3,586+4.0% | Added |
| Thrivent Financial for Lutherans | 93,271 | $6.81M | 0.01% | −18,560−16.6% | Reduced |
| MetLife Investment Management | 94,944 | $6.93M | 0.04% | +6,367+7.2% | Added |
| US Bancorp | 95,156 | $6.95M | 0.01% | +1,936+2.1% | Added |
| Public Employees Retirement System of Ohio | 96,670 | $7.06M | 0.02% | −16,639−14.7% | Reduced |
| National Bank of Canada | 97,358 | $7.11M | 0.01% | −36,570−27.3% | Reduced |
| AlphaCore Capital LLC | 99,189 | $7.24M | 1.57% | −85−0.1% | Reduced |
| Intech Investment Management LLC | 100,727 | $7.36M | 0.07% | +23,745+30.8% | Added |
| New Age Alpha Advisors, LLC | 103,143 | $7.53M | 0.30% | +103,143 | New |
| Brandywine Global Investment Management, LLC | 103,473 | $7.56M | 0.05% | −7,554−6.8% | Reduced |
| Bank of Nova Scotia | 103,528 | $7.56M | 0.01% | +50,705+96.0% | Added |
| Burney Co | 105,685 | $7.72M | 0.27% | −14,639−12.2% | Reduced |
| Principal Street Partners, LLC | 107,418 | $7.84M | 1.54% | −116−0.1% | Reduced |
| Comerica Bank | 108,075 | $7.89M | 0.03% | −12,755−10.6% | Reduced |
| Ci Investments Inc. | 110,766 | $8.09M | 0.03% | −10,791−8.9% | Reduced |
| HSBC Holdings PLC | 111,200 | $8.15M | 0.01% | −9,064−7.5% | Reduced |
| IFG Advisory, LLC | 111,566 | $8.15M | 0.46% | −1,717−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 113,307 | $8.27M | 0.03% | −58,740−34.1% | Reduced |
| Foster & Motley Inc | 115,594 | $8.44M | 0.55% | +1,078+0.9% | Added |
| New York State Common Retirement Fund | 115,781 | $8.46M | 0.01% | −8,500−6.8% | Reduced |
| Price T Rowe Associates Inc | 118,709 | $8.67M | 0.00% | +11,589+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 118,794 | $8.68M | 0.07% | −1,373−1.1% | Reduced |
| Picton Mahoney Asset Management | 120,733 | $8.82M | 0.33% | +120,733 | New |
| Wells Fargo & Company | 122,387 | $8.94M | 0.00% | +15,251+14.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,163 | $9.31M | 0.04% | +14,890+13.3% | Added |
| Ibex Wealth Advisors | 130,296 | $9.52M | 1.12% | +79,594+157.0% | Added |
| Van Eck Associates Corp | 131,933 | $9.63M | 0.01% | +23,857+22.1% | Added |
| Edgestream Partners, L.P. | 131,948 | $9.64M | 0.41% | +131,948 | New |
| Panagora Asset Management Inc | 138,043 | $10.1M | 0.05% | +138,043 | New |
| Susquehanna Fundamental Investments, LLC | 138,894 | $10.1M | 0.17% | +138,894 | New |
| CI Private Wealth, LLC | 140,624 | $10.3M | 0.02% | −9,811−6.5% | Reduced |
| Barnett & Company, Inc. | 146,182 | $10.7M | 6.99% | −660−0.4% | Reduced |
| Great West Life Assurance Co | 150,145 | $11.0M | 0.02% | +707+0.5% | Added |
| Lighthouse Investment Partners, LLC | 150,621 | $11.0M | 0.43% | −92,692−38.1% | Reduced |
| State Board of Administration of Florida Retirement System | 154,670 | $11.3M | 0.02% | −8,412−5.2% | Reduced |
| Trexquant Investment LP | 159,903 | $11.7M | 0.14% | −93,814−37.0% | Reduced |
| California State Teachers Retirement System | 165,533 | $12.1M | 0.01% | −15,330−8.5% | Reduced |
| Prudential Financial Inc | 166,652 | $12.2M | 0.02% | −36,780−18.1% | Reduced |
| Glenmede Trust Co NA | 175,242 | $12.8M | 0.07% | +2,324+1.3% | Added |
| NewSquare Capital LLC | 187,851 | $13.5M | 1.08% | −787−0.4% | Reduced |
| Man Group plc | 186,832 | $13.6M | 0.04% | −223,738−54.5% | Reduced |
| New York State Teachers Retirement System | 187,902 | $13.7M | 0.03% | −24,010−11.3% | Reduced |
| Corebridge Financial, Inc. | 190,194 | $13.9M | 0.08% | −12,018−5.9% | Reduced |
| McGowan Group Asset Management, Inc. | 192,299 | $14.0M | 1.88% | −94,386−32.9% | Reduced |
| Teacher Retirement System of Texas | 196,256 | $14.3M | 0.05% | −1,066−0.5% | Reduced |
| Hudson Bay Capital Management LP | 198,000 | $14.5M | 0.09% | −2,000−1.0% | Reduced |
| Marshall Wace, LLP | 200,664 | $14.7M | 0.02% | +70,557+54.2% | Added |
| BNP Paribas Arbitrage, SA | 207,736 | $15.2M | 0.01% | +91,703+79.0% | Added |
| Quantinno Capital Management LP | 219,377 | $16.0M | 0.16% | +23,461+12.0% | Added |