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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

Q1 2025 vs. Q4 2024

How the institutions holding Unum Group changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of UNM: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders6859729+53
Shares154.1M1.28M155.3M+2.44M (+1.6%)
Value$11.3B$93.7M$12.6B+$1.48B (+13.3%)

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Unum Group at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 110 by value.

Institutions new to UNM in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC1,145,189$93.3M0.03%
Teewinot Capital Advisers, L.L.C.722,815$58.9M6.02%
Virginia Retirement Systems Et Al338,970$27.6M0.20%
Junto Capital Management LP319,245$26.0M0.60%
Gillson Capital LP252,561$20.6M1.75%
Moore Capital Management, LP188,875$15.4M0.51%
Universal- Beteiligungs- und Servicegesellschaft mbH85,797$6.99M0.01%
Empowered Funds, LLC83,856$6.83M0.10%
Boston Partners82,634$6.73M0.01%
Consolidated Planning Corp70,955$5.78M0.80%
Point72 Europe (London) LLP49,400$4.02M0.28%
Cinctive Capital Management LP41,098$3.35M0.27%
Triasima Portfolio Management inc.37,485$3.05M0.60%
Twinbeech Capital LP36,012$2.93M0.05%
Engineers Gate Manager LP32,560$2.65M0.04%
Natixis29,328$2.37M0.01%
Family Management Corp27,706$2.26M0.37%
Qsemble Capital Management, LP25,446$2.07M0.22%
Dorsey Wright & Associates24,495$2.00M0.51%
VestGen Advisors, LLC24,151$1.97M0.09%
Elo Mutual Pension Insurance Co21,206$1.73M0.04%
Klein Pavlis & Peasley Financial, Inc.18,700$1.53M1.10%
Virtu Financial LLC16,392$1.33M0.07%
Nilsine Partners, LLC15,396$1.25M0.14%
Bailard, Inc.13,196$1.07M0.03%
Caxton Associates LLP12,074$983.5K0.03%
Tounjian Advisory Partners, LLC11,018$897.5K0.17%
Versor Investments LP10,386$846.0K0.14%
Norden Group LLC9,893$805.8K0.09%
L2 Asset Management, LLC9,338$760.7K0.16%
Prospera Financial Services Inc8,033$654.4K0.02%
Connor, Clark & Lunn Investment Management Ltd.7,929$645.9K0.00%
Kingsman Wealth Management, Inc.7,150$582.4K0.43%
GTS Securities LLC7,045$573.9K0.02%
Magnetar Financial LLC6,738$548.9K0.01%
Virtus ETF Advisers LLC6,354$517.6K0.34%
Centiva Capital, LP6,261$510.0K0.03%
Burns Matteson Capital Management, LLC6,165$502.2K0.27%
Wealthstar Advisors, LLC6,027$491.0K0.22%
Plancorp, LLC5,910$481.4K0.02%
Hennion & Walsh Asset Management, Inc.5,670$461.9K0.02%
TD Capital Management LLC5,657$460.8K0.05%
Genus Capital Management Inc.5,595$455.8K0.07%
Longfellow Investment Management Co LLC5,576$454.2K0.11%
Point72 (DIFC) Ltd5,543$451.5K0.04%
Cambria Investment Management, L.P.5,514$449.2K0.03%
Flossbach Von Storch AG5,325$433.8K0.00%
SummitTX Capital, L.P.4,959$404.0K0.02%
Centennial Wealth Advisory LLC4,694$382.4K0.14%
Buckingham Strategic Partners4,373$356.2K0.01%
Fox Run Management, L.L.C.4,359$355.1K0.06%
Baron Wealth Management LLC4,092$333.3K0.15%
Sherbrooke Park Advisers LLC4,087$332.9K0.16%
LifeWealth Investments, LLC3,861$314.5K0.07%
Resources Investment Advisors, LLC.3,656$297.8K0.00%
denkapparat Operations GmbH3,490$284.3K0.30%
Elyxium Wealth, LLC3,305$269.2K0.12%
Gsa Capital Partners LLP3,268$266.0K0.02%
Petra Financial Advisors Inc3,252$264.9K0.22%
Prime Capital Investment Advisors, LLC3,247$264.5K0.00%
International Private Wealth Advisors LLC3,099$252.4K0.24%
Aaron Wealth Advisors3,012$245.4K0.03%
GWN Securities Inc.2,960$241.2K0.01%
Sterling Investment Counsel, LLC2,944$239.8K0.08%
Choate Investment Advisors2,821$229.8K0.01%
Koshinski Asset Management, Inc.2,820$229.7K0.02%
Perigon Wealth Management, LLC2,789$227.2K0.01%
Swiss Life Asset Management Ltd2,677$218.1K0.00%
Sequoia Financial Advisors, LLC2,655$216.3K0.00%
HighPoint Advisor Group LLC2,664$211.1K0.01%
Carl P. Sherr & Co., LLC2,560$208.5K0.11%
Proficio Capital Partners LLC2,545$207.3K0.02%
Change Path, LLC2,539$206.8K0.01%
Beaton Management Co. Inc.2,500$204.0K0.11%
Astoria Portfolio Advisors LLC.2,591$203.9K0.07%
Skyline Advisors, Inc.2,500$203.7K0.08%
Kathmere Capital Management, LLC2,496$203.3K0.02%
Retirement Guys Formula LLC2,495$203.2K0.10%
Modern Wealth Management, LLC2,494$203.2K0.01%
Simon Quick Advisors, LLC2,486$202.5K0.01%
Curat Global, LLC2,195$178.8K0.22%
Wealth Preservation Advisors, LLC644$52.4K0.04%
Wayfinding Financial, LLC604$49.0K0.02%
Rossby Financial, LCC580$45.5K0.02%
Nalls Sherbakoff Group, LLC500$40.7K0.03%
N.E.W. Advisory Services LLC427$34.8K0.00%
Vermillion & White Wealth Management Group, LLC373$30.4K0.02%
Optiver Holding B.V.333$27.1K0.00%
Harbor Capital Advisors, Inc.277$23.0K0.00%
Atwood & Palmer Inc200$16.3K0.00%
Binnacle Investments Inc194$15.8K0.01%
Greenline Partners, LLC118$9.61K0.00%
Atlantic Trust, LLC116$9.45K0.00%
Ogorek Anthony Joseph101$8.00K0.00%
Hantz Financial Services, Inc.47$4.00K0.00%
Reyes Financial Architecture, Inc.47$3.83K0.00%
South State Corp.44$3.58K0.00%
Garde Capital, Inc.15$1.22K0.00%
Rialto Wealth Management, LLC15$1.22K0.00%
Bare Financial Services, Inc11$8960.00%

Sold out (57)

Institutions that held Unum Group at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of UNM in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Summit Global Investments62,259$4.55M
Massar Capital Management, LP51,691$3.77M
Teza Capital Management LLC26,883$1.96M
Concentric Capital Strategies, LP23,508$1.72M
Caption Management, LLC23,200$1.69M
Omers Administration Corp20,000$1.46M
Polianta Ltd17,000$1.24M
Fieldview Capital Management, LLC15,985$1.17M
Friedenthal Financial10,906$796.5K
Proequities, Inc.9,195$692.8K
Wolverine Trading, LLC8,962$654.7K
Point72 Asia (Singapore) Pte. Ltd.7,905$577.3K
Los Angeles Capital Management LLC7,680$560.9K
Impact Partnership Wealth, LLC7,440$543.3K
Bleakley Financial Group, LLC7,044$514.4K
AdvisorShares Investments LLC6,800$496.6K
Guggenheim Capital LLC6,603$482.2K
Virtus Investment Advisers, Inc.6,105$445.8K
Petrus Trust Company, LTA5,997$438.0K
XTX Topco Ltd5,669$414.0K
Forbes J M & Co LLP5,320$388.5K
Entropy Technologies, LP5,132$374.8K
Taika Capital, LP5,050$368.8K
Old North State Wealth Management, LLC4,519$330.4K
Kentucky Retirement Systems Insurance Trust Fund9,248$324.0K
Longboard Asset Management, LP3,794$277.1K
Ground Swell Capital, LLC3,665$267.7K
Machina Capital S.A.S.3,642$266.0K
ISAM Funds (UK) Ltd3,404$248.6K
Atria Wealth Solutions, Inc.3,143$229.5K
Portman Square Capital LLP3,116$227.6K
Blackhawk Capital Partners LLC.2,975$217.3K
Farringdon Capital, Ltd.2,768$202.1K
Edmond de Rothschild Holding S.A.2,367$172.9K
Kapitalo Investimentos Ltda1,397$102.0K
Venturi Wealth Management, LLC1,206$88.1K
Pathway Financial Advisers, LLC996$72.7K
Duncker Streett & Co Inc800$58.4K
Kestra Investment Management, LLC517$37.8K
Live Oak Investment Partners–$27.4K
R Squared Ltd280$20.4K
Coppell Advisory Solutions LLC266$19.4K
Leonteq Securities AG265$19.4K
Centerpoint Advisors, LLC125$9.00K
Truvestments Capital LLC117$8.55K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$6.57K
Eagle Bay Advisors LLC69$5.04K
Annis Gardner Whiting Capital Advisors, LLC53$3.87K
Quest 10 Wealth Builders, Inc.41$2.99K
Hallmark Capital Management Inc40$2.92K
New Wave Wealth Advisors LLC26$1.90K
Raleigh Capital Management Inc.20$1.46K
Creekmur Asset Management LLC15$1.09K
Old Second National Bank of Aurora6$438
New Millennium Group LLC5$365
Kohmann Bosshard Financial Services, LLC3$219
Transce3nd, LLC1$73

Not filed for Q1 2025 yet (9)

Institutions that held Unum Group at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,221,569$89.2M
Boston Financial Mangement LLC30,000$2.19M
Global Retirement Partners, LLC8,321$607.7K
Wetherby Asset Management Inc7,320$534.6K
Vise Technologies, Inc.6,630$484.2K
Caxton Associates LP4,235$309.3K
Lake Street Advisors Group, LLC4,131$301.7K
Sugarloaf Wealth Management, LLC399$29.1K
Legacy Investment Solutions, LLC370$28.5K