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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 6,046 | $441.5K | 0.00% | −728−10.7% | Reduced |
| GWM Advisors LLC | 6,014 | $439.2K | 0.00% | +326+5.7% | Added |
| Prossimo Advisors, LLC | 6,009 | $439.0K | 0.32% | +14+0.2% | Added |
| Petrus Trust Company, LTA | 5,997 | $438.0K | 0.04% | −9,700−61.8% | Reduced |
| IHT Wealth Management, LLC | 5,936 | $433.5K | 0.01% | +30+0.5% | Added |
| HB Wealth Management, LLC | 5,928 | $432.9K | 0.00% | +2,146+56.7% | Added |
| First Citizens Bank & Trust Co | 5,868 | $428.5K | 0.01% | +651+12.5% | Added |
| Glenview Trust Co | 5,863 | $428.2K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 5,846 | $426.9K | 0.12% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,838 | $426.3K | 0.00% | +287+5.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,817 | $424.8K | 0.05% | −5,836−50.1% | Reduced |
| Lion Street Advisors, LLC | 5,751 | $420.0K | 0.13% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,690 | $415.5K | 0.21% | −500−8.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,684 | $415.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,669 | $414.0K | 0.03% | +5,669 | New |
| MBM Wealth Consultants, LLC | 5,594 | $407.9K | 0.12% | +209+3.9% | Added |
| Sharpepoint LLC | 5,501 | $401.7K | 0.36% | +5,501 | New |
| Envestnet Portfolio Solutions, Inc. | 5,486 | $400.7K | 0.00% | +860+18.6% | Added |
| Chicago Partners Investment Group LLC | 5,385 | $392.9K | 0.01% | +444+9.0% | Added |
| Net Worth Advisory Group | 5,372 | $392.3K | 0.12% | +63+1.2% | Added |
| Lane & Associates LLC | 5,142 | $392.1K | 0.20% | −75−1.4% | Reduced |
| Wedbush Securities Inc | 5,346 | $390.0K | 0.01% | +5,346 | New |
| Forbes J M & Co LLP | 5,320 | $388.5K | 0.04% | +5,320 | New |
| Lido Advisors, LLC | 5,311 | $387.9K | 0.00% | +10.0% | Added |
| Verition Fund Management LLC | 5,291 | $386.4K | 0.00% | −30,782−85.3% | Reduced |
| Blair William & Co | 5,272 | $385.0K | 0.00% | +1,546+41.5% | Added |
| Paragon Capital Management Ltd | 5,210 | $380.5K | 0.08% | −91−1.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,198 | $379.6K | 0.22% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,284 | $379.4K | 0.07% | −350−6.2% | Reduced |
| Colony Group, LLC | 5,172 | $377.7K | 0.00% | +1,118+27.6% | Added |
| Great Lakes Advisors, LLC | 5,150 | $376.1K | 0.00% | −39−0.8% | Reduced |
| Entropy Technologies, LP | 5,132 | $374.8K | 0.04% | −593−10.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $370.0K | 0.00% | 00.0% | Unchanged |
| Taika Capital, LP | 5,050 | $368.8K | 0.28% | +5,050 | New |
| Mather Group, LLC. | 5,005 | $365.5K | 0.00% | +10.0% | Added |
| StoneX Group Inc. | 4,993 | $364.6K | 0.02% | +4,993 | New |
| Eqis Capital Management, Inc. | 4,979 | $363.7K | 0.03% | −502−9.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,974 | $363.3K | 0.01% | −50,751−91.1% | Reduced |
| Atria Investments LLC | 4,959 | $362.1K | 0.00% | −34−0.7% | Reduced |
| Fountainhead AM, LLC | 4,955 | $361.8K | 0.07% | +40+0.8% | Added |
| CSS LLC | 4,945 | $361.1K | 0.02% | −4,563−48.0% | Reduced |
| AlTi Global, Inc. | 4,906 | $358.3K | 0.01% | −139−2.8% | Reduced |
| Advisors Asset Management, Inc. | 4,845 | $353.8K | 0.01% | +2,016+71.3% | Added |
| Portland Global Advisors LLC | 4,723 | $344.9K | 0.04% | −2,278−32.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,677 | $341.6K | 0.13% | +37+0.8% | Added |
| Brown Brothers Harriman & Co | 4,670 | $341.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,670 | $341.0K | 0.02% | +4,670 | New |
| FourThought Financial Partners, LLC | 4,667 | $340.8K | 0.04% | +4,667 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,641 | $339.0K | 0.05% | −475−9.3% | Reduced |
| NDVR, Inc. | 4,548 | $332.1K | 0.32% | +213+4.9% | Added |
| Applied Finance Capital Management, LLC | 4,537 | $331.3K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,525 | $330.5K | 0.02% | +770+20.5% | Added |
| Old North State Wealth Management, LLC | 4,519 | $330.4K | 0.19% | +800+21.5% | Added |
| Merit Financial Group, LLC | 4,496 | $328.3K | 0.01% | +4,496 | New |
| Pallas Capital Advisors LLC | 4,485 | $327.5K | 0.01% | +52+1.2% | Added |
| Coastline Trust Co | 4,470 | $326.4K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,468 | $326.3K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,438 | $324.1K | 0.01% | −330−6.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,248 | $324.0K | 0.06% | +9,248 | New |
| Newport Capital Group, LLC | 4,420 | $322.8K | 0.24% | −1,068−19.5% | Reduced |
| Seeds Investor LLC | 4,398 | $321.2K | 0.09% | +342+8.4% | Added |
| Beacon Financial Group | 4,337 | $316.7K | 0.03% | +8+0.2% | Added |
| Delta Asset Management LLC | 4,325 | $315.9K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,309 | $314.7K | 0.04% | +5+0.1% | Added |
| Sigma Planning Corp | 4,293 | $313.5K | 0.01% | −94−2.1% | Reduced |
| Caxton Associates LP | 4,235 | $309.3K | 0.01% | −17,913−80.9% | Reduced |
| Quadrant Capital Group LLC | 4,164 | $304.1K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,131 | $301.7K | 0.01% | −366−8.1% | Reduced |
| Callan Family Office, LLC | 4,112 | $300.3K | 0.02% | +4,112 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,100 | $299.4K | 0.01% | −105−2.5% | Reduced |
| Umb Bank N A | 4,084 | $298.3K | 0.00% | +319+8.5% | Added |
| Schulhoff & Co Inc | 4,000 | $292.1K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $292.1K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,984 | $291.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,844 | $280.7K | 0.01% | −105−2.7% | Reduced |
| Profund Advisors LLC | 3,842 | $280.6K | 0.01% | −490−11.3% | Reduced |
| Rafferty Asset Management, LLC | 3,837 | $280.2K | 0.00% | −104−2.6% | Reduced |
| Paulson Wealth Management Inc. | 3,822 | $279.1K | 0.08% | −1,461−27.7% | Reduced |
| Eastern Bank | 3,802 | $277.7K | 0.01% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $277.5K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,794 | $277.1K | 0.73% | +3,794 | New |
| Moors & Cabot, Inc. | 3,791 | $276.9K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,763 | $274.8K | 0.00% | −255−6.3% | Reduced |
| Ground Swell Capital, LLC | 3,665 | $267.7K | 0.58% | +3,665 | New |
| Spinnaker Trust | 3,655 | $266.9K | 0.02% | +96+2.7% | Added |
| Machina Capital S.A.S. | 3,642 | $266.0K | 0.11% | −4,282−54.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,618 | $264.2K | 0.00% | −7,830−68.4% | Reduced |
| Welch & Forbes LLC | 3,587 | $262.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,560 | $260.0K | 0.01% | −1,332−27.2% | Reduced |
| Sage Rhino Capital LLC | 3,535 | $258.2K | 0.06% | −131−3.6% | Reduced |
| Challenger Wealth Management | 3,528 | $257.6K | 0.22% | +3,528 | New |
| CIBC Private Wealth Group, LLC | 3,491 | $254.7K | 0.00% | −389−10.0% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $254.0K | 0.04% | −79−2.2% | Reduced |
| Ariadne Wealth Management, LP | 3,266 | $251.4K | 0.12% | +31+1.0% | Added |
| Brookstone Capital Management | 3,432 | $250.7K | 0.00% | +3,432 | New |
| Fifth Third Bancorp | 3,422 | $249.9K | 0.00% | −409−10.7% | Reduced |
| Capital Square, LLC | 3,327 | $249.6K | 0.14% | +3,327 | New |
| Montag A & Associates Inc | 3,410 | $249.0K | 0.01% | +3,410 | New |
| ISAM Funds (UK) Ltd | 3,404 | $248.6K | 0.18% | +3,404 | New |
| Brighton Jones LLC | 3,385 | $247.2K | 0.01% | +3,385 | New |