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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 150,621 | $11.0M | 0.43% | −92,692−38.1% | Reduced |
| Great West Life Assurance Co | 150,145 | $11.0M | 0.02% | +707+0.5% | Added |
| Barnett & Company, Inc. | 146,182 | $10.7M | 6.99% | −660−0.4% | Reduced |
| CI Private Wealth, LLC | 140,624 | $10.3M | 0.02% | −9,811−6.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 138,894 | $10.1M | 0.17% | +138,894 | New |
| Panagora Asset Management Inc | 138,043 | $10.1M | 0.05% | +138,043 | New |
| Edgestream Partners, L.P. | 131,948 | $9.64M | 0.41% | +131,948 | New |
| Van Eck Associates Corp | 131,933 | $9.63M | 0.01% | +23,857+22.1% | Added |
| Ibex Wealth Advisors | 130,296 | $9.52M | 1.12% | +79,594+157.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,163 | $9.31M | 0.04% | +14,890+13.3% | Added |
| Wells Fargo & Company | 122,387 | $8.94M | 0.00% | +15,251+14.2% | Added |
| Picton Mahoney Asset Management | 120,733 | $8.82M | 0.33% | +120,733 | New |
| O'Shaughnessy Asset Management, LLC | 118,794 | $8.68M | 0.07% | −1,373−1.1% | Reduced |
| Price T Rowe Associates Inc | 118,709 | $8.67M | 0.00% | +11,589+10.8% | Added |
| New York State Common Retirement Fund | 115,781 | $8.46M | 0.01% | −8,500−6.8% | Reduced |
| Foster & Motley Inc | 115,594 | $8.44M | 0.55% | +1,078+0.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 113,307 | $8.27M | 0.03% | −58,740−34.1% | Reduced |
| IFG Advisory, LLC | 111,566 | $8.15M | 0.46% | −1,717−1.5% | Reduced |
| HSBC Holdings PLC | 111,200 | $8.15M | 0.01% | −9,064−7.5% | Reduced |
| Ci Investments Inc. | 110,766 | $8.09M | 0.03% | −10,791−8.9% | Reduced |
| Comerica Bank | 108,075 | $7.89M | 0.03% | −12,755−10.6% | Reduced |
| Principal Street Partners, LLC | 107,418 | $7.84M | 1.54% | −116−0.1% | Reduced |
| Burney Co | 105,685 | $7.72M | 0.27% | −14,639−12.2% | Reduced |
| Bank of Nova Scotia | 103,528 | $7.56M | 0.01% | +50,705+96.0% | Added |
| Brandywine Global Investment Management, LLC | 103,473 | $7.56M | 0.05% | −7,554−6.8% | Reduced |
| New Age Alpha Advisors, LLC | 103,143 | $7.53M | 0.30% | +103,143 | New |
| Intech Investment Management LLC | 100,727 | $7.36M | 0.07% | +23,745+30.8% | Added |
| AlphaCore Capital LLC | 99,189 | $7.24M | 1.57% | −85−0.1% | Reduced |
| National Bank of Canada | 97,358 | $7.11M | 0.01% | −36,570−27.3% | Reduced |
| Public Employees Retirement System of Ohio | 96,670 | $7.06M | 0.02% | −16,639−14.7% | Reduced |
| US Bancorp | 95,156 | $6.95M | 0.01% | +1,936+2.1% | Added |
| MetLife Investment Management | 94,944 | $6.93M | 0.04% | +6,367+7.2% | Added |
| Thrivent Financial for Lutherans | 93,271 | $6.81M | 0.01% | −18,560−16.6% | Reduced |
| Vestcor Inc | 92,314 | $6.74M | 0.22% | +3,586+4.0% | Added |
| Jane Street Group, LLC | 91,390 | $6.67M | 0.01% | −70,696−43.6% | Reduced |
| Mutual of America Capital Management LLC | 88,747 | $6.48M | 0.07% | −3,623−3.9% | Reduced |
| Susquehanna International Group, LLP | 87,857 | $6.42M | 0.01% | +19,158+27.9% | Added |
| Wealthfront Advisers LLC | 86,282 | $6.30M | 0.02% | −1,451−1.7% | Reduced |
| Creative Planning | 84,899 | $6.20M | 0.01% | −70.0% | Reduced |
| First Horizon Advisors, Inc. | 82,900 | $6.05M | 0.17% | −4,834−5.5% | Reduced |
| Treasurer of the State of North Carolina | 81,879 | $5.98M | 0.02% | +1,160+1.4% | Added |
| Citigroup Inc | 81,740 | $5.97M | 0.01% | +19,249+30.8% | Added |
| Pinebridge Investments, L.P. | 81,166 | $5.93M | 0.05% | −20,621−20.3% | Reduced |
| Amalgamated Bank | 80,347 | $5.87M | 0.05% | −2,080−2.5% | Reduced |
| Envestnet Asset Management Inc | 79,133 | $5.78M | 0.00% | +6,555+9.0% | Added |
| State of Wisconsin Investment Board | 78,114 | $5.70M | 0.01% | −18,077−18.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,686 | $5.67M | 0.06% | +61,019+366.1% | Added |
| Lazard Asset Management LLC | 77,629 | $5.67M | 0.01% | −17,073−18.0% | Reduced |
| Macquarie Group Ltd | 75,700 | $5.53M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 75,368 | $5.50M | 0.01% | +9,662+14.7% | Added |
| Cerity Partners LLC | 78,886 | $5.46M | 0.01% | +7,219+10.1% | Added |
| Zacks Investment Management | 74,377 | $5.43M | 0.05% | +995+1.4% | Added |
| State of Tennessee, Treasury Department | 73,808 | $5.39M | 0.02% | −2,083−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 72,631 | $5.30M | 0.01% | −8,974−11.0% | Reduced |
| Silver Lake Advisory, LLC | 72,536 | $5.30M | 2.33% | −3,230−4.3% | Reduced |
| Qube Research & Technologies Ltd | 71,544 | $5.22M | 0.01% | −316,255−81.6% | Reduced |
| D. E. Shaw & Co., Inc. | 70,739 | $5.17M | 0.01% | −397,627−84.9% | Reduced |
| Alaska Permanent Fund Corp | 70,058 | $5.12M | 0.08% | 00.0% | Unchanged |
| Viking Fund Management LLC | 70,000 | $5.11M | 0.80% | +70,000 | New |
| Boston Common Asset Management, LLC | 69,278 | $5.06M | 0.15% | +11,373+19.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 68,100 | $4.97M | 0.01% | +2,900+4.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $4.93M | 0.26% | +67,500 | New |
| Illinois Municipal Retirement Fund | 65,768 | $4.80M | 0.07% | 00.0% | Unchanged |
| EAM Global Investors LLC | 65,127 | $4.76M | 0.85% | +65,127 | New |
| Pathstone Holdings, LLC | 64,792 | $4.73M | 0.02% | −1,006−1.5% | Reduced |
| apricus wealth, LLC | 63,775 | $4.66M | 3.02% | −2,590−3.9% | Reduced |
| Yousif Capital Management, LLC | 62,716 | $4.58M | 0.05% | −3,380−5.1% | Reduced |
| Summit Global Investments | 62,259 | $4.55M | 0.28% | −4,374−6.6% | Reduced |
| KLP Kapitalforvaltning AS | 62,200 | $4.54M | 0.02% | +62,200 | New |
| HighTower Advisors, LLC | 60,169 | $4.39M | 0.01% | −20,722−25.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 59,412 | $4.34M | 0.04% | +59,412 | New |
| JustInvest LLC | 58,999 | $4.31M | 0.07% | +2,881+5.1% | Added |
| Ameritas Investment Partners, Inc. | 58,850 | $4.30M | 0.14% | −1,414−2.3% | Reduced |
| Auxier Asset Management | 57,752 | $4.22M | 0.65% | −1,435−2.4% | Reduced |
| Mariner, LLC | 57,520 | $4.20M | 0.01% | +3,228+5.9% | Added |
| Janney Montgomery Scott LLC | 57,373 | $4.19M | 0.01% | −1,491−2.5% | Reduced |
| Jefferies Financial Group Inc. | 57,051 | $4.17M | 0.05% | +57,051 | New |
| BTC Capital Management, Inc. | 57,021 | $4.16M | 0.39% | −19,576−25.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,710 | $4.14M | 0.04% | −2,640−4.4% | Reduced |
| CWA Asset Management Group, LLC | 55,220 | $4.03M | 0.20% | +31,783+135.6% | Added |
| Brant Point Investment Management LLC | 55,000 | $4.02M | 0.95% | +55,000 | New |
| State of New Jersey Common Pension Fund D | 54,435 | $3.98M | 0.02% | −2,385−4.2% | Reduced |
| KBC Group NV | 53,267 | $3.89M | 0.01% | +48,437+1,002.8% | Added |
| Nomura Holdings Inc | 52,164 | $3.81M | 0.02% | +52,164 | New |
| Massar Capital Management, LP | 51,691 | $3.77M | 4.29% | +51,691 | New |
| Arizona State Retirement System | 51,219 | $3.74M | 0.02% | −3,313−6.1% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $3.61M | 0.34% | 00.0% | Unchanged |
| STRS Ohio | 49,014 | $3.58M | 0.01% | +3,897+8.6% | Added |
| Louisiana State Employees Retirement System | 46,600 | $3.40M | 0.06% | −800−1.7% | Reduced |
| Savant Capital, LLC | 46,344 | $3.38M | 0.03% | +476+1.0% | Added |
| Bank of Montreal | 45,648 | $3.33M | 0.00% | +1,568+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,267 | $3.31M | 0.01% | +3,554+8.5% | Added |
| Handelsbanken Fonder AB | 45,207 | $3.30M | 0.01% | −4,600−9.2% | Reduced |
| Commonwealth Equity Services, LLC | 43,802 | $3.20M | 0.00% | +2,311+5.6% | Added |
| Kendall Capital Management | 42,535 | $3.11M | 0.91% | −1,105−2.5% | Reduced |
| CoreCap Advisors, LLC | 41,709 | $3.05M | 0.14% | −784−1.8% | Reduced |
| Aviance Capital Partners, LLC | 41,351 | $3.02M | 0.42% | +3,870+10.3% | Added |
| FORA Capital, LLC | 40,655 | $2.97M | 0.34% | +40,655 | New |
| Credit Agricole S A | 40,438 | $2.95M | 0.01% | +24,299+150.6% | Added |
| Nisa Investment Advisors, LLC | 40,247 | $2.94M | 0.01% | 00.0% | Unchanged |