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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,247 | $264.5K | 0.00% | +3,247 | New |
| Petra Financial Advisors Inc | 3,252 | $264.9K | 0.22% | +3,252 | New |
| Jacobi Capital Management LLC | 3,261 | $265.7K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,268 | $266.0K | 0.02% | +3,268 | New |
| Nichols & Pratt Advisers LLP | 3,270 | $266.4K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,282 | $267.4K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,286 | $267.7K | 0.01% | −99−2.9% | Reduced |
| Elyxium Wealth, LLC | 3,305 | $269.2K | 0.12% | +3,305 | New |
| KPP Advisory Services LLC | 3,319 | $270.4K | 0.05% | −50−1.5% | Reduced |
| Capital Square, LLC | 3,328 | $271.1K | 0.16% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 3,381 | $275.4K | 0.00% | −237−6.6% | Reduced |
| Montag A & Associates Inc | 3,410 | $277.8K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,445 | $280.7K | 0.01% | +310+9.9% | Added |
| Challenger Wealth Management | 3,472 | $282.9K | 0.22% | −56−1.6% | Reduced |
| Sage Rhino Capital LLC | 3,473 | $282.9K | 0.07% | −62−1.8% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $283.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,455 | $283.3K | 0.01% | +858+33.0% | Added |
| denkapparat Operations GmbH | 3,490 | $284.3K | 0.30% | +3,490 | New |
| Geneos Wealth Management Inc. | 3,500 | $285.1K | 0.01% | +477+15.8% | Added |
| Jump Financial, LLC | 3,500 | $285.1K | 0.00% | −18,525−84.1% | Reduced |
| EP Wealth Advisors, LLC | 3,500 | $285.1K | 0.00% | −484−12.1% | Reduced |
| Sigma Planning Corp | 3,509 | $285.9K | 0.01% | −784−18.3% | Reduced |
| Spinnaker Trust | 3,515 | $286.3K | 0.02% | −140−3.8% | Reduced |
| Profund Advisors LLC | 3,556 | $289.7K | 0.01% | −286−7.4% | Reduced |
| Fifth Third Bancorp | 3,558 | $289.8K | 0.00% | +136+4.0% | Added |
| Valeo Financial Advisors, LLC | 3,570 | $290.8K | 0.01% | +10+0.3% | Added |
| Welch & Forbes LLC | 3,587 | $292.2K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,613 | $294.3K | 0.01% | −150−4.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,656 | $297.8K | 0.00% | +3,656 | New |
| GPS Wealth Strategies Group, LLC | 3,735 | $304.3K | 0.04% | −2,082−35.8% | Reduced |
| Moors & Cabot, Inc. | 3,791 | $308.8K | 0.02% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $309.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,802 | $309.7K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,802 | $309.8K | 0.00% | +838+28.3% | Added |
| Umb Bank N A | 3,848 | $313.5K | 0.01% | −236−5.8% | Reduced |
| LifeWealth Investments, LLC | 3,861 | $314.5K | 0.07% | +3,861 | New |
| Apollon Wealth Management, LLC | 3,899 | $317.6K | 0.01% | +55+1.4% | Added |
| Paulson Wealth Management Inc. | 3,911 | $318.6K | 0.09% | +89+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,937 | $320.7K | 0.01% | −163−4.0% | Reduced |
| Schulhoff & Co Inc | 4,000 | $325.8K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $325.8K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,041 | $329.2K | 0.02% | −3,705−47.8% | Reduced |
| Sherbrooke Park Advisers LLC | 4,087 | $332.9K | 0.16% | +4,087 | New |
| Baron Wealth Management LLC | 4,092 | $333.3K | 0.15% | +4,092 | New |
| Smartleaf Asset Management LLC | 4,248 | $339.8K | 0.03% | +1,708+67.2% | Added |
| Wetzel Investment Advisors, Inc. | 4,190 | $341.3K | 0.17% | −1,500−26.4% | Reduced |
| Boothbay Fund Management, LLC | 4,247 | $346.0K | 0.01% | −2,795−39.7% | Reduced |
| Beacon Financial Group | 4,277 | $348.4K | 0.04% | −60−1.4% | Reduced |
| HHM Wealth Advisors, LLC | 4,309 | $351.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 4,325 | $352.3K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,359 | $355.1K | 0.06% | +4,359 | New |
| Buckingham Strategic Partners | 4,373 | $356.2K | 0.01% | +4,373 | New |
| NDVR, Inc. | 4,381 | $356.9K | 0.36% | −167−3.7% | Reduced |
| Alps Advisors Inc | 4,399 | $358.3K | 0.00% | −1,951−30.7% | Reduced |
| Cobblestone Capital Advisors LLC | 4,436 | $361.4K | 0.02% | −32−0.7% | Reduced |
| Newport Capital Group, LLC | 4,444 | $362.0K | 0.26% | +24+0.5% | Added |
| Coastline Trust Co | 4,470 | $364.1K | 0.05% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,609 | $375.4K | 0.03% | +72+1.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,658 | $379.5K | 0.05% | +17+0.4% | Added |
| Everence Capital Management Inc | 4,670 | $380.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,667 | $380.2K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,670 | $380.4K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,694 | $382.4K | 0.14% | +4,694 | New |
| Callan Family Office, LLC | 4,704 | $383.2K | 0.03% | +592+14.4% | Added |
| Mather Group, LLC. | 4,721 | $384.5K | 0.00% | −284−5.7% | Reduced |
| Atria Investments LLC | 4,722 | $384.6K | 0.00% | −237−4.8% | Reduced |
| Portland Global Advisors LLC | 4,723 | $384.7K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,732 | $385.0K | 0.01% | −7,371−60.9% | Reduced |
| SageView Advisory Group, LLC | 4,777 | $389.2K | 0.02% | +339+7.6% | Added |
| Kingsview Wealth Management, LLC | 4,838 | $394.1K | 0.01% | −136−2.7% | Reduced |
| StoneX Group Inc. | 4,869 | $396.6K | 0.02% | −124−2.5% | Reduced |
| Seeds Investor LLC | 4,911 | $400.1K | 0.11% | +513+11.7% | Added |
| AlTi Global, Inc. | 4,916 | $400.3K | 0.01% | +10+0.2% | Added |
| SummitTX Capital, L.P. | 4,959 | $404.0K | 0.02% | +4,959 | New |
| Eqis Capital Management, Inc. | 4,965 | $404.4K | 0.03% | −14−0.3% | Reduced |
| National Bank of Canada | 4,978 | $405.5K | 0.00% | −92,380−94.9% | Reduced |
| Fountainhead AM, LLC | 4,982 | $405.8K | 0.07% | +27+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,990 | $406.5K | 0.00% | −496−9.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,003 | $407.5K | 0.03% | −8,155−62.0% | Reduced |
| Blair William & Co | 5,008 | $408.0K | 0.00% | −264−5.0% | Reduced |
| Lane & Associates LLC | 5,013 | $408.3K | 0.22% | −129−2.5% | Reduced |
| Pallas Capital Advisors LLC | 5,151 | $419.6K | 0.02% | +666+14.8% | Added |
| Brooks, Moore & Associates, Inc. | 5,198 | $423.4K | 0.24% | 00.0% | Unchanged |
| Colony Group, LLC | 5,230 | $426.0K | 0.00% | +58+1.1% | Added |
| Paragon Capital Management Ltd | 5,238 | $426.7K | 0.09% | +28+0.5% | Added |
| GWM Advisors LLC | 5,316 | $433.0K | 0.00% | −698−11.6% | Reduced |
| Flossbach Von Storch AG | 5,325 | $433.8K | 0.00% | +5,325 | New |
| Sharpepoint LLC | 5,501 | $435.9K | 0.38% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,462 | $445.0K | 0.05% | −1,270−18.9% | Reduced |
| Net Worth Advisory Group | 5,483 | $446.6K | 0.14% | +111+2.1% | Added |
| Cambria Investment Management, L.P. | 5,514 | $449.2K | 0.03% | +5,514 | New |
| Point72 (DIFC) Ltd | 5,543 | $451.5K | 0.04% | +5,543 | New |
| Longfellow Investment Management Co LLC | 5,576 | $454.2K | 0.11% | +5,576 | New |
| Genus Capital Management Inc. | 5,595 | $455.8K | 0.07% | +5,595 | New |
| Caitlin John, LLC | 5,640 | $459.4K | 0.45% | −1,246−18.1% | Reduced |
| TD Capital Management LLC | 5,657 | $460.8K | 0.05% | +5,657 | New |
| Hennion & Walsh Asset Management, Inc. | 5,670 | $461.9K | 0.02% | +5,670 | New |
| Brown Advisory Inc | 5,692 | $463.7K | 0.00% | −354−5.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,704 | $464.7K | 0.02% | +20+0.4% | Added |
| Pacer Advisors, Inc. | 5,710 | $465.1K | 0.00% | −19,332−77.2% | Reduced |