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 |
|---|---|---|---|---|---|
| Bokf, NA | 40,786 | $2.93M | 0.05% | −976−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,826 | $2.91M | 0.01% | +4,859+13.9% | Added |
| State of Michigan Retirement System | 39,800 | $2.91M | 0.02% | −800−2.0% | Reduced |
| Nations Financial Group Inc, | 39,231 | $2.87M | 0.21% | +1,198+3.1% | Added |
| Sculati Wealth Management, LLC | 38,901 | $2.84M | 1.12% | +200+0.5% | Added |
| DGS Capital Management, LLC | 37,677 | $2.75M | 0.69% | +715+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,338 | $2.73M | 0.06% | −581−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,104 | $2.71M | 0.02% | −571−1.5% | Reduced |
| Cetera Investment Advisers | 36,967 | $2.70M | 0.01% | +2,105+6.0% | Added |
| Naples Global Advisors, LLC | 36,075 | $2.63M | 0.25% | +203+0.6% | Added |
| Danske Bank A/S | 35,797 | $2.61M | 0.01% | −1,125−3.0% | Reduced |
| Great Diamond Partners, LLC | 35,684 | $2.61M | 0.67% | −182−0.5% | Reduced |
| New Mexico Educational Retirement Board | 34,843 | $2.54M | 0.09% | −3,357−8.8% | Reduced |
| CIBC World Markets Inc. | 34,358 | $2.51M | 0.01% | +3,485+11.3% | Added |
| Oregon Public Employees Retirement Fund | 34,208 | $2.50M | 0.05% | −371−1.1% | Reduced |
| Ritholtz Wealth Management | 34,177 | $2.50M | 0.07% | +637+1.9% | Added |
| CBOE Vest Financial, LLC | 34,103 | $2.49M | 0.04% | +7,944+30.4% | Added |
| Agf Management Ltd | 34,090 | $2.49M | 0.01% | −22,494−39.8% | Reduced |
| Mubadala Investment Co PJSC | 33,726 | $2.46M | 0.01% | +33,726 | New |
| Abn Amro Investment Solutions | 33,569 | $2.45M | 0.05% | +7,206+27.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,347 | $2.44M | 0.01% | +589+1.8% | Added |
| Advisory Services Network, LLC | 33,100 | $2.42M | 0.05% | −3,030−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,070 | $2.42M | 0.01% | −1,382−4.0% | Reduced |
| Strategic Global Advisors, LLC | 32,344 | $2.36M | 0.43% | +1,488+4.8% | Added |
| Hancock Whitney Corp | 32,197 | $2.35M | 0.07% | +91+0.3% | Added |
| Crossmark Global Holdings, Inc. | 31,015 | $2.27M | 0.04% | −691−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 30,176 | $2.20M | 0.00% | +2,072+7.4% | Added |
| BKD Wealth Advisors, LLC | 30,137 | $2.20M | 0.05% | −716−2.3% | Reduced |
| Boston Financial Mangement LLC | 30,000 | $2.19M | 0.07% | −10,000−25.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 29,975 | $2.19M | 2.15% | +29,975 | New |
| Natixis Advisors, L.P. | 29,957 | $2.19M | 0.00% | +1,162+4.0% | Added |
| Waterfront Wealth Inc. | 29,286 | $2.14M | 0.52% | −13,315−31.3% | Reduced |
| Private Advisor Group, LLC | 28,599 | $2.09M | 0.01% | −470−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.04M | 0.25% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 27,850 | $2.03M | 0.01% | −4,783−14.7% | Reduced |
| Sterling Capital Management LLC | 27,466 | $2.01M | 0.03% | +3,724+15.7% | Added |
| Teza Capital Management LLC | 26,883 | $1.96M | 0.30% | +26,883 | New |
| Weaver C. Barksdale & Associates, Inc. | 26,488 | $1.94M | 1.85% | +26,488 | New |
| Squarepoint Ops LLC | 26,189 | $1.91M | 0.00% | −8,821−25.2% | Reduced |
| Vident Advisory, LLC | 25,907 | $1.89M | 0.03% | −1,286−4.7% | Reduced |
| Pictet Asset Management Holding SA | 25,280 | $1.85M | 0.00% | +896+3.7% | Added |
| Pacer Advisors, Inc. | 25,042 | $1.83M | 0.00% | −6,459−20.5% | Reduced |
| Sowell Financial Services LLC | 24,934 | $1.82M | 0.10% | +689+2.8% | Added |
| Investors Research Corp | 24,376 | $1.78M | 0.39% | −10,224−29.5% | Reduced |
| Concentric Capital Strategies, LP | 23,508 | $1.72M | 0.11% | +23,508 | New |
| Graham Capital Management, L.P. | 23,328 | $1.70M | 0.05% | +23,328 | New |
| Caption Management, LLC | 23,200 | $1.69M | 0.07% | +22,100+2,009.1% | Added |
| Xponance, Inc. | 22,591 | $1.65M | 0.02% | +1,681+8.0% | Added |
| Ethic Inc. | 22,505 | $1.64M | 0.03% | +2,305+11.4% | Added |
| Jump Financial, LLC | 22,025 | $1.61M | 0.03% | +22,025 | New |
| Gotham Asset Management, LLC | 21,374 | $1.56M | 0.01% | +2,170+11.3% | Added |
| Interval Partners, LP | 21,300 | $1.56M | 0.04% | +21,300 | New |
| Oppenheimer & Co Inc | 20,711 | $1.51M | 0.02% | +5,623+37.3% | Added |
| Abacus Planning Group, Inc. | 20,232 | $1.48M | 0.26% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 20,100 | $1.47M | 0.00% | −67,900−77.2% | Reduced |
| Ieq Capital, LLC | 20,016 | $1.46M | 0.01% | +3,695+22.6% | Added |
| Omers Administration Corp | 20,000 | $1.46M | 0.01% | −23,900−54.4% | Reduced |
| Concurrent Investment Advisors, LLC | 19,877 | $1.45M | 0.04% | +1,927+10.7% | Added |
| D.A. Davidson & Co. | 19,673 | $1.44M | 0.01% | −1,253−6.0% | Reduced |
| New York Life Investment Management LLC | 19,587 | $1.43M | 0.01% | −2,125−9.8% | Reduced |
| Ascent Group, LLC | 19,569 | $1.43M | 0.11% | −781−3.8% | Reduced |
| Redwood Investment Management, LLC | 19,500 | $1.42M | 0.14% | −8,915−31.4% | Reduced |
| Oak Thistle LLC | 19,461 | $1.42M | 0.42% | +15,257+362.9% | Added |
| Federated Hermes, Inc. | 19,362 | $1.41M | 0.00% | −694−3.5% | Reduced |
| Diversified Trust Co | 19,254 | $1.41M | 0.03% | +15,705+442.5% | Added |
| State of Alaska, Department of Revenue | 19,157 | $1.40M | 0.02% | −700−3.5% | Reduced |
| Prana Capital Management, LP | 19,025 | $1.39M | 0.07% | −189,041−90.9% | Reduced |
| Lifestyle Asset Management, Inc. | 18,899 | $1.38M | 0.75% | −607−3.1% | Reduced |
| Signaturefd, LLC | 18,841 | $1.38M | 0.03% | −181−1.0% | Reduced |
| MML Investors Services, LLC | 18,701 | $1.37M | 0.00% | +1,413+8.2% | Added |
| Kovitz Investment Group Partners, LLC | 18,211 | $1.33M | 0.01% | +147+0.8% | Added |
| Stephens Inc | 18,066 | $1.32M | 0.02% | −850−4.5% | Reduced |
| Keynote Financial Services LLC | 17,959 | $1.31M | 1.01% | −1,835−9.3% | Reduced |
| Convergence Investment Partners, LLC | 17,737 | $1.30M | 0.29% | +1,661+10.3% | Added |
| Public Employees Retirement Association of Colorado | 17,588 | $1.28M | 0.01% | −2,624−13.0% | Reduced |
| Landscape Capital Management, L.L.C. | 17,101 | $1.25M | 0.13% | +17,101 | New |
| Polianta Ltd | 17,000 | $1.24M | 0.59% | +17,000 | New |
| Sanctuary Advisors, LLC | 15,842 | $1.22M | 0.01% | −6,170−28.0% | Reduced |
| Assetmark, Inc | 16,541 | $1.21M | 0.00% | −622,267−97.4% | Reduced |
| Moran Wealth Management, LLC | 16,259 | $1.19M | 0.04% | +3,349+25.9% | Added |
| Neumann Capital Management, LLC | 15,998 | $1.17M | 0.39% | −685−4.1% | Reduced |
| Fieldview Capital Management, LLC | 15,985 | $1.17M | 0.18% | +15,985 | New |
| Atlas Capital Advisors LLC | 15,868 | $1.16M | 0.15% | +767+5.1% | Added |
| Mercer Global Advisors Inc | 15,837 | $1.16M | 0.00% | −1,983−11.1% | Reduced |
| Rockefeller Capital Management L.P. | 15,903 | $1.16M | 0.00% | −461−2.8% | Reduced |
| Capital Fund Management S.A. | 15,788 | $1.15M | 0.01% | +15,788 | New |
| Shell Asset Management Co | 15,518 | $1.13M | 0.05% | −16−0.1% | Reduced |
| XML Financial, LLC | 14,915 | $1.09M | 0.10% | −4,415−22.8% | Reduced |
| Counterpoint Mutual Funds LLC | 14,867 | $1.09M | 0.14% | +1,784+13.6% | Added |
| Commerce Bank | 14,692 | $1.07M | 0.01% | −1,880−11.3% | Reduced |
| Advisory Research Inc | 14,621 | $1.07M | 0.18% | +77+0.5% | Added |
| Westover Capital Advisors, LLC | 14,518 | $1.06M | 0.23% | −111−0.8% | Reduced |
| CWM, LLC | 14,010 | $1.02M | 0.00% | −286−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 13,825 | $1.01M | 0.02% | +324+2.4% | Added |
| 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 |
| Patten & Patten Inc | 13,342 | $974.4K | 0.06% | −250−1.8% | Reduced |
| QRG Capital Management, Inc. | 13,336 | $973.9K | 0.01% | +189+1.4% | Added |
| Tower Research Capital LLC (TRC) | 13,284 | $970.1K | 0.02% | +8,060+154.3% | Added |
| Hillsdale Investment Management Inc. | 13,250 | $967.6K | 0.05% | +400+3.1% | Added |