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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $38.9K | 0.00% | +317+196.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 500 | $40.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $40.7K | 0.03% | +500 | New |
| Trust Co of Vermont | 521 | $42.4K | 0.00% | −50−8.8% | Reduced |
| McIlrath & Eck, LLC | 555 | $45.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 580 | $45.5K | 0.02% | +580 | New |
| 1620 Investment Advisors, Inc. | 573 | $46.7K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $48.9K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 604 | $49.0K | 0.02% | +604 | New |
| Millstone Evans Group, LLC | 620 | $50.5K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 644 | $52.4K | 0.04% | +644 | New |
| Federation des caisses Desjardins du Quebec | 679 | $55.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 705 | $57.4K | 0.00% | −59−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 719 | $58.6K | 0.00% | +65+9.9% | Added |
| Arlington Trust Co LLC | 774 | $63.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 784 | $63.9K | 0.00% | +170+27.7% | Added |
| Cullen/Frost Bankers, Inc. | 806 | $65.7K | 0.00% | +748+1,289.7% | Added |
| Point72 Hong Kong Ltd | 823 | $67.1K | 0.00% | −11,914−93.5% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $69.6K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $73.7K | 0.00% | −26−2.8% | Reduced |
| Lindbrook Capital, LLC | 931 | $75.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 958 | $78.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 963 | $78.4K | 0.07% | +56+6.2% | Added |
| Central Trust Co | 1,000 | $81.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $81.5K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,010 | $82.3K | 0.00% | −231−18.6% | Reduced |
| Manchester Capital Management LLC | 1,030 | $83.9K | 0.01% | +503+95.4% | Added |
| Hoey Investments, Inc | 1,050 | $85.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $88.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,097 | $89.4K | 0.01% | +7+0.6% | Added |
| Parkside Financial Bank & Trust | 1,106 | $90.1K | 0.01% | +239+27.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,172 | $95.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,211 | $98.7K | 0.00% | −23−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,282 | $104.5K | 0.02% | +482+60.3% | Added |
| Principal Securities, Inc. | 1,553 | $113.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,427 | $117.0K | 0.08% | −520−26.7% | Reduced |
| Capital Analysts, LLC | 1,476 | $120.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,591 | $129.6K | 0.04% | −19−1.2% | Reduced |
| Canada Pension Plan Investment Board | 1,700 | $138.5K | 0.00% | −18,400−91.5% | Reduced |
| Richardson Financial Services Inc. | 1,720 | $140.1K | 0.11% | +20+1.2% | Added |
| Proffitt & Goodson Inc | 1,786 | $145.5K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,776 | $145.6K | 0.00% | +105+6.3% | Added |
| Quarry LP | 1,894 | $154.3K | 0.04% | −954−33.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $155.1K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 1,956 | $159.3K | 0.00% | −14−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,064 | $168.1K | 0.00% | +104+5.3% | Added |
| Nomura Asset Management Co Ltd | 2,080 | $169.4K | 0.00% | −560−21.2% | Reduced |
| Allworth Financial LP | 2,228 | $176.8K | 0.00% | +8+0.4% | Added |
| Curat Global, LLC | 2,195 | $178.8K | 0.22% | +2,195 | New |
| Continuum Advisory, LLC | 2,348 | $191.3K | 0.02% | −35−1.5% | Reduced |
| Ossiam | 2,441 | $198.8K | 0.00% | −720−22.8% | Reduced |
| Simon Quick Advisors, LLC | 2,486 | $202.5K | 0.01% | +2,486 | New |
| Modern Wealth Management, LLC | 2,494 | $203.2K | 0.01% | +2,494 | New |
| Retirement Guys Formula LLC | 2,495 | $203.2K | 0.10% | +2,495 | New |
| Kathmere Capital Management, LLC | 2,496 | $203.3K | 0.02% | +2,496 | New |
| Skyline Advisors, Inc. | 2,500 | $203.7K | 0.08% | +2,500 | New |
| Astoria Portfolio Advisors LLC. | 2,591 | $203.9K | 0.07% | +2,591 | New |
| Beaton Management Co. Inc. | 2,500 | $204.0K | 0.11% | +2,500 | New |
| Accurate Wealth Management, LLC | 2,731 | $205.5K | 0.04% | −2,553−48.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,536 | $206.6K | 0.01% | −368−12.7% | Reduced |
| Change Path, LLC | 2,539 | $206.8K | 0.01% | +2,539 | New |
| Versant Capital Management, Inc | 2,540 | $206.9K | 0.03% | +1,774+231.6% | Added |
| Proficio Capital Partners LLC | 2,545 | $207.3K | 0.02% | +2,545 | New |
| GeoWealth Management, LLC | 2,556 | $208.2K | 0.01% | −60−2.3% | Reduced |
| Carl P. Sherr & Co., LLC | 2,560 | $208.5K | 0.11% | +2,560 | New |
| HighPoint Advisor Group LLC | 2,664 | $211.1K | 0.01% | +2,664 | New |
| Quest Partners LLC | 2,605 | $212.2K | 0.02% | −3,921−60.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,655 | $216.3K | 0.00% | +2,655 | New |
| Swiss Life Asset Management Ltd | 2,677 | $218.1K | 0.00% | +2,677 | New |
| West Branch Capital LLC | 2,709 | $220.7K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 2,757 | $224.6K | 0.02% | +187+7.3% | Added |
| Perigon Wealth Management, LLC | 2,789 | $227.2K | 0.01% | +2,789 | New |
| Leigh Baldwin & Co., LLC | 2,795 | $227.7K | 0.18% | −175−5.9% | Reduced |
| MJP Associates Inc | 2,801 | $228.2K | 0.04% | +51+1.9% | Added |
| Advisor OS, LLC | 2,801 | $228.2K | 0.03% | +51+1.9% | Added |
| Rafferty Asset Management, LLC | 2,817 | $229.5K | 0.00% | −1,020−26.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,820 | $229.7K | 0.02% | +2,820 | New |
| Choate Investment Advisors | 2,821 | $229.8K | 0.01% | +2,821 | New |
| Boston Private Wealth LLC | 2,867 | $233.5K | 0.01% | +79+2.8% | Added |
| Toth Financial Advisory Corp | 2,920 | $237.9K | 0.03% | −330−10.2% | Reduced |
| Sage Capital Management, LLC | 2,937 | $239.2K | 0.13% | +16+0.5% | Added |
| Fragasso Group Inc. | 2,937 | $239.3K | 0.02% | +16+0.5% | Added |
| Sterling Investment Counsel, LLC | 2,944 | $239.8K | 0.08% | +2,944 | New |
| Fidelis Capital Partners, LLC | 3,072 | $241.1K | 0.03% | +5+0.2% | Added |
| GWN Securities Inc. | 2,960 | $241.2K | 0.01% | +2,960 | New |
| PFG Investments, LLC | 2,964 | $241.5K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 2,989 | $243.5K | 0.20% | 00.0% | Unchanged |
| KKM Financial LLC | 3,000 | $244.4K | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,010 | $245.2K | 0.00% | −144−4.6% | Reduced |
| Aaron Wealth Advisors | 3,012 | $245.4K | 0.03% | +3,012 | New |
| Parallel Advisors, LLC | 3,055 | $248.6K | 0.01% | −68−2.2% | Reduced |
| Financial Counselors Inc | 3,054 | $248.8K | 0.00% | −231−7.0% | Reduced |
| Ariadne Wealth Management, LP | 3,106 | $251.2K | 0.13% | −160−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,580 | $252.3K | 0.00% | +89+2.5% | Added |
| International Private Wealth Advisors LLC | 3,099 | $252.4K | 0.24% | +3,099 | New |
| Jones Financial Companies LLLP | 3,180 | $254.4K | 0.00% | +922+40.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,156 | $257.1K | 0.01% | −32−1.0% | Reduced |
| Brookstone Capital Management | 3,170 | $258.2K | 0.00% | −262−7.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,213 | $261.7K | 0.01% | +233+7.8% | Added |
| Clearstead Advisors, LLC | 3,227 | $262.9K | 0.00% | +23+0.7% | Added |