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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 5,780 | $465.3K | 0.02% | +395+7.3% | Added |
| Advisors Asset Management, Inc. | 5,729 | $466.7K | 0.01% | +884+18.2% | Added |
| Atomi Financial Group, Inc. | 5,749 | $468.3K | 0.02% | +1,224+27.0% | Added |
| Lion Street Advisors, LLC | 5,751 | $468.5K | 0.15% | 00.0% | Unchanged |
| Aries Wealth Management | 5,846 | $476.2K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,847 | $476.3K | 0.00% | +536+10.1% | Added |
| Glenview Trust Co | 5,863 | $477.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,892 | $480.0K | 0.10% | −167−2.8% | Reduced |
| Plancorp, LLC | 5,910 | $481.4K | 0.02% | +5,910 | New |
| J.W. Cole Advisors, Inc. | 5,919 | $482.2K | 0.01% | −708−10.7% | Reduced |
| Investors Asset Management of Georgia Inc | 5,926 | $482.7K | 0.24% | −288−4.6% | Reduced |
| CIBC Asset Management Inc | 5,993 | $488.2K | 0.00% | +155+2.7% | Added |
| IHT Wealth Management, LLC | 5,995 | $488.4K | 0.02% | +59+1.0% | Added |
| Csenge Advisory Group | 6,464 | $490.5K | 0.03% | −22−0.3% | Reduced |
| Wealthstar Advisors, LLC | 6,027 | $491.0K | 0.22% | +6,027 | New |
| Shelton Capital Management | 6,033 | $491.4K | 0.01% | −417−6.5% | Reduced |
| MBM Wealth Consultants, LLC | 6,064 | $493.9K | 0.15% | +470+8.4% | Added |
| Quadrant Capital Group LLC | 6,069 | $494.4K | 0.02% | +1,905+45.7% | Added |
| Ballentine Partners, LLC | 6,070 | $494.5K | 0.01% | −823−11.9% | Reduced |
| Wedbush Securities Inc | 6,117 | $498.0K | 0.02% | +771+14.4% | Added |
| Burns Matteson Capital Management, LLC | 6,165 | $502.2K | 0.27% | +6,165 | New |
| Roof Eidam & Maycock | 6,240 | $508.3K | 0.13% | +3,410+120.5% | Added |
| Centiva Capital, LP | 6,261 | $510.0K | 0.03% | +6,261 | New |
| Baird Financial Group, Inc. | 6,273 | $511.0K | 0.00% | −896−12.5% | Reduced |
| J. W. Coons Advisors, LLC | 6,289 | $512.3K | 0.14% | +31+0.5% | Added |
| Forum Financial Management, LP | 6,296 | $512.9K | 0.01% | +20.0% | Added |
| Advisors Capital Management, LLC | 6,308 | $513.9K | 0.01% | +136+2.2% | Added |
| Regions Financial Corp | 6,328 | $515.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,329 | $515.5K | 0.00% | −1,644−20.6% | Reduced |
| Great Lakes Advisors, LLC | 6,331 | $515.7K | 0.00% | +1,181+22.9% | Added |
| Prossimo Advisors, LLC | 6,338 | $516.0K | 0.39% | +329+5.5% | Added |
| Virtus ETF Advisers LLC | 6,354 | $517.6K | 0.34% | +6,354 | New |
| Quent Capital, LLC | 6,442 | $524.7K | 0.06% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,480 | $527.9K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,614 | $538.8K | 0.01% | −1,442−17.9% | Reduced |
| First Citizens Bank & Trust Co | 6,716 | $547.1K | 0.01% | +848+14.5% | Added |
| Magnetar Financial LLC | 6,738 | $548.9K | 0.01% | +6,738 | New |
| Bessemer Group Inc | 6,744 | $549.0K | 0.00% | +208+3.2% | Added |
| Aster Capital Management (DIFC) Ltd | 6,715 | $552.6K | 0.10% | +2,038+43.6% | Added |
| NorthRock Partners, LLC | 6,807 | $554.5K | 0.02% | −477−6.5% | Reduced |
| KBC Group NV | 6,941 | $565.0K | 0.00% | −46,326−87.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,026 | $572.3K | 0.03% | +54+0.8% | Added |
| GTS Securities LLC | 7,045 | $573.9K | 0.02% | +7,045 | New |
| First Horizon Advisors, Inc. | 7,087 | $577.3K | 0.02% | −75,813−91.5% | Reduced |
| Kingsman Wealth Management, Inc. | 7,150 | $582.4K | 0.43% | +7,150 | New |
| Belpointe Asset Management LLC | 7,281 | $593.1K | 0.03% | −1,870−20.4% | Reduced |
| State of Wyoming | 7,353 | $599.0K | 0.08% | −3,721−33.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,685 | $614.8K | 0.09% | −67−0.9% | Reduced |
| My Legacy Advisors, LLC | 7,706 | $627.7K | 0.24% | +304+4.1% | Added |
| Kestra Advisory Services, LLC | 7,767 | $632.7K | 0.00% | +550+7.6% | Added |
| Campion Asset Management LLC | 7,800 | $635.4K | 0.49% | −500−6.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,832 | $638.0K | 0.02% | −1,659−17.5% | Reduced |
| BancorpSouth Bank | 7,865 | $640.7K | 0.05% | −162−2.0% | Reduced |
| Hamilton Capital Partners Inc. | 7,886 | $642.4K | 0.04% | −226−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,929 | $645.9K | 0.00% | +7,929 | New |
| Prospera Financial Services Inc | 8,033 | $654.4K | 0.02% | +8,033 | New |
| DMG Group, LLC | 8,275 | $674.1K | 0.55% | +1,170+16.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,401 | $676.2K | 0.01% | −180−2.1% | Reduced |
| Maryland State Retirement & Pension System | 8,486 | $691.3K | 0.02% | −1,737−17.0% | Reduced |
| HB Wealth Management, LLC | 8,565 | $697.7K | 0.01% | +2,637+44.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,569 | $698.0K | 0.00% | +3,503+69.1% | Added |
| Meeder Advisory Services, Inc. | 8,738 | $711.8K | 0.04% | −71−0.8% | Reduced |
| Erste Asset Management GmbH | 8,900 | $712.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,750 | $712.8K | 0.06% | −1,085−11.0% | Reduced |
| Mutual Advisors, LLC | 9,148 | $717.9K | 0.02% | −1,686−15.6% | Reduced |
| GAMMA Investing LLC | 8,834 | $719.6K | 0.05% | +941+11.9% | Added |
| Tower Research Capital LLC (TRC) | 8,947 | $728.8K | 0.02% | −4,337−32.6% | Reduced |
| Pitcairn Co | 8,990 | $732.3K | 0.04% | −211−2.3% | Reduced |
| D.A. Davidson & Co. | 9,007 | $733.7K | 0.01% | −10,666−54.2% | Reduced |
| Old Port Advisors | 9,200 | $749.4K | 0.22% | −55−0.6% | Reduced |
| CSS LLC | 9,299 | $757.5K | 0.05% | +4,354+88.0% | Added |
| L2 Asset Management, LLC | 9,338 | $760.7K | 0.16% | +9,338 | New |
| Benjamin Edwards Inc | 9,478 | $772.1K | 0.01% | +511+5.7% | Added |
| Avantax Advisory Services, Inc. | 9,511 | $774.8K | 0.00% | +285+3.1% | Added |
| AIA Group Ltd | 9,518 | $775.3K | 0.02% | −524−5.2% | Reduced |
| Venture Visionary Partners LLC | 9,533 | $776.6K | 0.03% | +20.0% | Added |
| United Capital Financial Advisers, LLC | 9,557 | $778.5K | 0.01% | −848−8.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,668 | $787.6K | 0.25% | +2,392+32.9% | Added |
| Utah Retirement Systems | 9,731 | $792.7K | 0.01% | −169−1.7% | Reduced |
| Scientech Research LLC | 9,801 | $798.4K | 0.21% | +3,410+53.4% | Added |
| Verition Fund Management LLC | 9,830 | $800.8K | 0.00% | +4,539+85.8% | Added |
| Callan Capital, LLC | 9,831 | $800.8K | 0.06% | +770+8.5% | Added |
| Carret Asset Management, LLC | 9,832 | $800.9K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 9,893 | $805.8K | 0.09% | +9,893 | New |
| SG Americas Securities, LLC | 9,928 | $809.0K | 0.00% | +1,631+19.7% | Added |
| Exchange Traded Concepts, LLC | 9,963 | $811.6K | 0.01% | −3,862−27.9% | Reduced |
| Oppenheimer & Co Inc | 10,163 | $827.9K | 0.01% | −10,548−50.9% | Reduced |
| Nomura Holdings Inc | 10,235 | $833.7K | 0.00% | −41,929−80.4% | Reduced |
| Versor Investments LP | 10,386 | $846.0K | 0.14% | +10,386 | New |
| Boxwood Ventures, Inc. | 10,412 | $848.2K | 1.21% | 00.0% | Unchanged |
| United Services Automobile Association | 10,707 | $856.6K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,861 | $884.7K | 0.03% | +2,767+34.2% | Added |
| Greenleaf Trust | 10,879 | $886.2K | 0.01% | −247−2.2% | Reduced |
| Financial Advisory Service, Inc. | 10,891 | $887.2K | 0.07% | +60+0.6% | Added |
| Tounjian Advisory Partners, LLC | 11,018 | $897.5K | 0.17% | +11,018 | New |
| Dumont & Blake Investment Advisors LLC | 11,110 | $905.0K | 0.25% | −80−0.7% | Reduced |
| HM Payson & Co | 11,147 | $908.0K | 0.02% | +225+2.1% | Added |
| Savant Capital, LLC | 11,238 | $915.4K | 0.01% | −35,106−75.8% | Reduced |
| Signet Financial Management, LLC | 11,290 | $919.7K | 0.12% | −763−6.3% | Reduced |
| Wedmont Private Capital | 12,221 | $919.8K | 0.05% | +1,022+9.1% | Added |