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Livermore
ZHEN

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, Q1 2025

Institutional positions in Unum Group as of Mar 31, 2025. 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
729
+53 vs. Q4 2024
Shares held
155.3M
+2.44M (+1.6%) vs. Q4 2024
Total value
$12.6B
+$1.48B (+13.3%) vs. Q4 2024
New holders
110
231 more added
Sold out
57
275 more reduced

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 729 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ1 2025: $12.6B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2024.

Institutions holding UNM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank0$90.00%0New
Activest Wealth Management1$810.00%00.0%Unchanged
TFC Financial Management1$820.00%+1New
Ruedi Wealth Management, Inc.2$1630.00%00.0%Unchanged
MV Capital Management, Inc.3$2450.00%00.0%Unchanged
American Capital Advisory, LLC3$2450.00%+3New
ROSS\JOHNSON & Associates LLC5$4070.01%+5New
Cornerstone Planning Group LLC6$4720.00%+6New
Bay Harbor Wealth Management, LLC6$4880.00%+6New
Highline Wealth Partners LLC6$4890.00%+6New
HFM Investment Advisors, LLC7$5710.00%+7New
Parkworth Wealth Management, Inc.8$6520.00%00.0%Unchanged
Cromwell Holdings LLC9$7330.00%+9New
Hughes Financial Services, LLC9$7380.00%+9New
UMA Financial Services, Inc.10$8150.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$8460.00%+1+10.0%Added
Bare Financial Services, Inc11$8960.00%+11New
Valued Wealth Advisors LLC11$9050.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$9780.00%00.0%Unchanged
Avion Wealth24$1.00K0.00%00.0%Unchanged
Garde Capital, Inc.15$1.22K0.00%+15New
Rialto Wealth Management, LLC15$1.22K0.00%+15New
Winch Advisory Services, LLC18$1.47K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$1.48K0.00%00.0%Unchanged
Sierra Ocean, LLC21$1.71K0.00%00.0%Unchanged
Clean Yield Group26$2.12K0.00%00.0%Unchanged
AdvisorNet Financial, Inc27$2.20K0.00%+21+350.0%Added
Financial Management Professionals, Inc.29$2.36K0.00%00.0%Unchanged
Logan Capital Management Inc35$2.88K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC38$3.10K0.00%−2−5.0%Reduced
Spire Wealth Management42$3.42K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$3.42K0.00%00.0%Unchanged
Global Financial Private Client, LLC44$3.58K0.00%+32+266.7%Added
South State Corp.44$3.58K0.00%+44New
Reyes Financial Architecture, Inc.47$3.83K0.00%+47New
Hantz Financial Services, Inc.47$4.00K0.00%+47New
Colonial Trust Co50$4.09K0.00%−12−19.4%Reduced
DiNuzzo Private Wealth, Inc.53$4.32K0.00%00.0%Unchanged
Gen-Wealth Partners Inc57$4.64K0.00%00.0%Unchanged
LRI Investments, LLC58$4.72K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC60$4.89K0.00%00.0%Unchanged
Sachetta, LLC61$4.97K0.00%−2−3.2%Reduced
High Note Wealth, LLC62$5.05K0.00%+22+55.0%Added
Key Financial Inc64$5.21K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.67$5.46K0.00%+17+34.0%Added
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Park Square Financial Group, LLC75$6.11K0.00%00.0%Unchanged
Rakuten Securities, Inc.75$6.11K0.00%+22+41.5%Added
Raiffeisen Bank International AG78$6.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC79$6.43K0.00%00.0%Unchanged
Ogorek Anthony Joseph101$8.00K0.00%+101New
Pingora Partners LLC100$8.15K0.01%00.0%Unchanged
Bryn Mawr Trust Co107$8.72K0.00%−873−89.1%Reduced
Beacon Capital Management, LLC111$9.06K0.00%00.0%Unchanged
Atlantic Trust, LLC116$9.45K0.00%+116New
Greenline Partners, LLC118$9.61K0.00%+118New
Atala Financial Inc124$10.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc124$10.1K0.00%+54+77.1%Added
Horizon Investments, LLC127$10.3K0.00%+14+12.4%Added
Kozak & Associates, Inc.139$10.7K0.00%+1+0.7%Added
Hexagon Capital Partners LLC131$10.7K0.00%+27+26.0%Added
Grove Bank & Trust134$10.9K0.00%+98+272.2%Added
Newton One Investments LLC135$11.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd138$11.2K0.01%−202−59.4%Reduced
Armstrong Advisory Group, Inc167$12.2K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.150$12.2K0.01%00.0%Unchanged
Asset Dedication, LLC170$13.8K0.00%−33−16.3%Reduced
Cherry Tree Wealth Management, LLC179$14.6K0.00%00.0%Unchanged
Whittier Trust Co188$15.3K0.00%−120−39.0%Reduced
Binnacle Investments Inc194$15.8K0.01%+194New
SOA Wealth Advisors, LLC.196$16.0K0.00%00.0%Unchanged
Atwood & Palmer Inc200$16.3K0.00%+200New
Rothschild Investment LLC214$17.4K0.00%+5+2.4%Added
JFS Wealth Advisors, LLC215$17.5K0.00%−15−6.5%Reduced
Coston, McIsaac & Partners224$18.0K0.01%00.0%Unchanged
Hollencrest Capital Management237$19.3K0.00%+1+0.4%Added
Harbor Capital Advisors, Inc.277$23.0K0.00%+277New
Northwest Capital Management Inc290$23.6K0.01%00.0%Unchanged
Private Wealth Management Group, LLC304$24.8K0.01%−17−5.3%Reduced
Whipplewood Advisors, LLC50$24.8K0.01%−255−83.6%Reduced
Bell Investment Advisors, Inc316$25.7K0.00%+6+1.9%Added
Rise Advisors, LLC322$26.3K0.01%−77−19.3%Reduced
TD Private Client Wealth LLC324$26.4K0.00%+7+2.2%Added
Laurel Wealth Advisors LLC325$26.5K0.00%00.0%Unchanged
Optiver Holding B.V.333$27.1K0.00%+333New
Bullock Wealth Management Group337$27.6K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC370$30.1K0.02%00.0%Unchanged
WealthCollab, LLC370$30.1K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC373$30.4K0.02%+373New
True Wealth Design, LLC383$31.2K0.01%+85+28.5%Added
Heritage Wealth Advisors387$31.5K0.00%−18−4.4%Reduced
Deseret Mutual Benefit Administrators396$32.3K0.02%−97−19.7%Reduced
Barrett & Company, Inc.396$32.3K0.01%00.0%Unchanged
Huntington National Bank400$32.6K0.00%−147−26.9%Reduced
Aviso Financial Inc.406$33.1K0.00%00.0%Unchanged
North Star Investment Management Corp.423$34.5K0.00%+1+0.2%Added
Sound Income Strategies, LLC424$34.5K0.00%+3+0.7%Added
Massmutual Trust Co FSB424$34.5K0.00%−20−4.5%Reduced
N.E.W. Advisory Services LLC427$34.8K0.00%+427New
Hemington Wealth Management467$38.0K0.01%+88+23.2%Added