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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −101,048−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,090−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −22,291−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −21,161−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,497−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,676−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,853−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,129−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −9,292−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,082−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,823−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Kennebec Savings Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |