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 |
|---|---|---|---|---|---|
| KPP Advisory Services LLC | 3,369 | $246.0K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,285 | $239.9K | 0.00% | +3,285 | New |
| Wellington Management Group LLP | 3,282 | $239.7K | 0.00% | +3,282 | New |
| Nichols & Pratt Advisers LLP | 3,270 | $238.8K | 0.02% | +3,270 | New |
| Jacobi Capital Management LLC | 3,261 | $238.2K | 0.02% | +3,261 | New |
| Toth Financial Advisory Corp | 3,250 | $237.4K | 0.03% | −228−6.6% | Reduced |
| Clearstead Advisors, LLC | 3,204 | $234.0K | 0.00% | +133+4.3% | Added |
| Fidelis Capital Partners, LLC | 3,067 | $233.8K | 0.02% | +3,067 | New |
| Robertson Stephens Wealth Management, LLC | 3,188 | $232.8K | 0.01% | +3,188 | New |
| Ossiam | 3,161 | $230.8K | 0.00% | −665−17.4% | Reduced |
| Beacon Pointe Advisors, LLC | 3,154 | $230.3K | 0.00% | −6,289−66.6% | Reduced |
| Atria Wealth Solutions, Inc. | 3,143 | $229.5K | 0.00% | +3,143 | New |
| National Asset Management, Inc. | 3,135 | $228.9K | 0.01% | −1,019−24.5% | Reduced |
| Parallel Advisors, LLC | 3,123 | $228.1K | 0.01% | +80+2.6% | Added |
| Portman Square Capital LLP | 3,116 | $227.6K | 0.04% | +3,116 | New |
| Geneos Wealth Management Inc. | 3,023 | $220.8K | 0.01% | +12+0.4% | Added |
| KKM Financial LLC | 3,000 | $219.1K | 0.09% | +3,000 | New |
| 111 Capital | 2,996 | $218.8K | 0.05% | +2,996 | New |
| Bank & Trust Co | 2,989 | $218.3K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,980 | $217.6K | 0.01% | +2,980 | New |
| Blackhawk Capital Partners LLC. | 2,975 | $217.3K | 0.11% | −1,152−27.9% | Reduced |
| Leigh Baldwin & Co., LLC | 2,970 | $216.9K | 0.18% | +2,970 | New |
| Stratos Wealth Partners, LTD. | 2,964 | $216.5K | 0.00% | +2,964 | New |
| PFG Investments, LLC | 2,964 | $216.5K | 0.01% | +2,964 | New |
| Fragasso Group Inc. | 2,921 | $213.3K | 0.02% | +2,921 | New |
| Sage Capital Management, LLC | 2,921 | $213.3K | 0.11% | +2,921 | New |
| SRS Capital Advisors, Inc. | 2,904 | $212.1K | 0.01% | +1,359+88.0% | Added |
| Northwest & Ethical Investments L.P. | 2,900 | $211.5K | 0.01% | +2,900 | New |
| Quarry LP | 2,848 | $208.0K | 0.04% | +1,918+206.2% | Added |
| Roof Eidam & Maycock | 2,830 | $206.7K | 0.05% | +2,830 | New |
| Boston Private Wealth LLC | 2,788 | $203.6K | 0.00% | +2,788 | New |
| Farringdon Capital, Ltd. | 2,768 | $202.1K | 0.08% | +2,768 | New |
| MJP Associates Inc | 2,750 | $200.8K | 0.04% | +2,750 | New |
| Advisor OS, LLC | 2,750 | $200.8K | 0.02% | +2,750 | New |
| West Branch Capital LLC | 2,709 | $197.8K | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,640 | $192.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,616 | $191.1K | 0.01% | −96−3.5% | Reduced |
| Farther Finance Advisors, LLC | 2,597 | $189.7K | 0.01% | −621−19.3% | Reduced |
| Private Trust Co NA | 2,570 | $187.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,540 | $185.5K | 0.02% | +574+29.2% | Added |
| Continuum Advisory, LLC | 2,383 | $174.0K | 0.02% | −58−2.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,367 | $172.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,220 | $167.3K | 0.00% | +21+1.0% | Added |
| Jones Financial Companies LLLP | 2,258 | $164.9K | 0.00% | +1,252+124.5% | Added |
| MAI Capital Management | 1,970 | $143.9K | 0.00% | +1,970 | New |
| Northwestern Mutual Wealth Management Co | 1,960 | $143.1K | 0.00% | −44−2.2% | Reduced |
| Covestor Ltd | 1,947 | $142.0K | 0.09% | −562−22.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $139.1K | 0.07% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,786 | $130.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,700 | $124.2K | 0.09% | −75−4.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,671 | $122.1K | 0.00% | +553+49.5% | Added |
| Addison Advisors LLC | 1,610 | $117.6K | 0.03% | +41+2.6% | Added |
| Principal Securities, Inc. | 1,553 | $113.4K | 0.00% | +337+27.7% | Added |
| Capital Analysts, LLC | 1,476 | $108.0K | 0.00% | +1,476 | New |
| Kapitalo Investimentos Ltda | 1,397 | $102.0K | 0.07% | +1,397 | New |
| SBI Securities Co., Ltd. | 1,241 | $90.6K | 0.00% | +1,241 | New |
| IFP Advisors, Inc | 1,234 | $90.1K | 0.00% | −1,194−49.2% | Reduced |
| Venturi Wealth Management, LLC | 1,206 | $88.1K | 0.00% | +278+30.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,172 | $85.6K | 0.00% | −120−9.3% | Reduced |
| CVA Family Office, LLC | 1,090 | $79.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $79.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $76.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $73.0K | 0.00% | −7−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 996 | $72.7K | 0.02% | +4+0.4% | Added |
| Bryn Mawr Trust Co | 980 | $71.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 958 | $70.0K | 0.01% | +256+36.5% | Added |
| Lindbrook Capital, LLC | 931 | $68.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 930 | $68.0K | 0.00% | +108+13.1% | Added |
| WPG Advisers, LLC | 907 | $66.2K | 0.06% | +907 | New |
| Parkside Financial Bank & Trust | 867 | $63.3K | 0.01% | −32−3.6% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $62.4K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $58.5K | 0.01% | +179+28.8% | Added |
| Duncker Streett & Co Inc | 800 | $58.4K | 0.01% | +800 | New |
| Arlington Trust Co LLC | 774 | $56.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 766 | $55.9K | 0.01% | +160+26.4% | Added |
| MCF Advisors LLC | 764 | $55.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 679 | $49.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 654 | $47.8K | 0.00% | +125+23.6% | Added |
| Millstone Evans Group, LLC | 620 | $45.3K | 0.03% | +620 | New |
| Steward Partners Investment Advisory, LLC | 614 | $44.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $43.8K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 573 | $41.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 571 | $41.7K | 0.00% | −160−21.9% | Reduced |
| McIlrath & Eck, LLC | 555 | $40.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 547 | $39.9K | 0.00% | −132−19.4% | Reduced |
| Manchester Capital Management LLC | 527 | $38.5K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 517 | $37.8K | 0.00% | +517 | New |
| Atlantic Edge Private Wealth Management, LLC | 500 | $36.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 493 | $36.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 444 | $32.4K | 0.00% | +34+8.3% | Added |
| North Star Investment Management Corp. | 422 | $30.8K | 0.00% | +1+0.2% | Added |
| Sound Income Strategies, LLC | 421 | $30.8K | 0.00% | +2+0.5% | Added |
| Aviso Financial Inc. | 406 | $29.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 405 | $29.6K | 0.00% | +18+4.7% | Added |
| Rise Advisors, LLC | 399 | $29.1K | 0.01% | +2+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 399 | $29.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $28.9K | 0.01% | +297+300.0% | Added |
| Legacy Investment Solutions, LLC | 370 | $28.5K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 370 | $28.5K | 0.02% | 00.0% | Unchanged |