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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 11,334 | $923.3K | 0.01% | −1,303−10.3% | Reduced |
| Paradigm Financial Partners, LLC | 11,482 | $935.3K | 0.12% | −465−3.9% | Reduced |
| M&T Bank Corp | 11,723 | $954.5K | 0.00% | −357−3.0% | Reduced |
| Old National Bancorp | 11,734 | $955.9K | 0.03% | −81−0.7% | Reduced |
| Merit Financial Group, LLC | 12,070 | $983.2K | 0.01% | +7,574+168.5% | Added |
| Caxton Associates LLP | 12,074 | $983.5K | 0.03% | +12,074 | New |
| Affinity Investment Advisors, LLC | 12,098 | $985.5K | 0.80% | −864−6.7% | Reduced |
| Hillsdale Investment Management Inc. | 12,450 | $1.01M | 0.05% | −800−6.0% | Reduced |
| Brinker Capital Investments, LLC | 12,467 | $1.02M | 0.01% | −1,092−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 12,467 | $1.02M | 0.01% | −1,092−8.1% | Reduced |
| Securian Asset Management, Inc | 12,479 | $1.02M | 0.03% | −221−1.7% | Reduced |
| Coldstream Capital Management Inc | 12,517 | $1.02M | 0.02% | −373−2.9% | Reduced |
| Park Avenue Securities LLC | 12,812 | $1.04M | 0.01% | +334+2.7% | Added |
| FORA Capital, LLC | 12,817 | $1.04M | 0.11% | −27,838−68.5% | Reduced |
| Evergreen Capital Management LLC | 12,833 | $1.05M | 0.04% | +292+2.3% | Added |
| Sanctuary Advisors, LLC | 12,980 | $1.06M | 0.01% | −2,862−18.1% | Reduced |
| BOS Asset Management, LLC | 13,033 | $1.06M | 0.36% | 00.0% | Unchanged |
| Bailard, Inc. | 13,196 | $1.07M | 0.03% | +13,196 | New |
| Patten & Patten Inc | 13,202 | $1.08M | 0.07% | −140−1.0% | Reduced |
| CAPROCK Group, Inc. | 13,659 | $1.11M | 0.03% | +1,267+10.2% | Added |
| Commerce Bank | 13,692 | $1.12M | 0.01% | −1,000−6.8% | Reduced |
| Assetmark, Inc | 13,812 | $1.13M | 0.00% | −2,729−16.5% | Reduced |
| Westover Capital Advisors, LLC | 14,042 | $1.14M | 0.25% | −476−3.3% | Reduced |
| CWM, LLC | 14,209 | $1.16M | 0.00% | +199+1.4% | Added |
| Brevan Howard Capital Management LP | 14,300 | $1.16M | 0.03% | +2,269+18.9% | Added |
| Landscape Capital Management, L.L.C. | 14,428 | $1.18M | 0.10% | −2,673−15.6% | Reduced |
| Moran Wealth Management, LLC | 14,442 | $1.18M | 0.04% | −1,817−11.2% | Reduced |
| Shell Asset Management Co | 14,553 | $1.19M | 0.06% | −965−6.2% | Reduced |
| Advisory Research Inc | 14,661 | $1.19M | 0.21% | +40+0.3% | Added |
| Toroso Investments, LLC | 14,774 | $1.20M | 0.01% | +1,937+15.1% | Added |
| XML Financial, LLC | 14,805 | $1.21M | 0.11% | −110−0.7% | Reduced |
| Walleye Capital LLC | 15,154 | $1.23M | 0.01% | +4,578+43.3% | Added |
| Nilsine Partners, LLC | 15,396 | $1.25M | 0.14% | +15,396 | New |
| Lifestyle Asset Management, Inc. | 15,578 | $1.27M | 0.70% | −3,321−17.6% | Reduced |
| Ieq Capital, LLC | 15,764 | $1.28M | 0.01% | −4,252−21.2% | Reduced |
| Neumann Capital Management, LLC | 15,898 | $1.30M | 0.45% | −100−0.6% | Reduced |
| Redwood Investment Management, LLC | 16,060 | $1.31M | 0.14% | −3,440−17.6% | Reduced |
| Counterpoint Mutual Funds LLC | 16,272 | $1.33M | 0.19% | +1,405+9.5% | Added |
| Rockefeller Capital Management L.P. | 16,278 | $1.33M | 0.00% | +375+2.4% | Added |
| Virtu Financial LLC | 16,392 | $1.33M | 0.07% | +16,392 | New |
| Kovitz Investment Group Partners, LLC | 17,154 | $1.40M | 0.01% | −1,057−5.8% | Reduced |
| Asset Management One Co.,Ltd. | 17,302 | $1.41M | 0.00% | +8,120+88.4% | Added |
| Public Employees Retirement Association of Colorado | 17,588 | $1.43M | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 17,659 | $1.44M | 0.02% | −407−2.3% | Reduced |
| Keynote Financial Services LLC | 17,876 | $1.46M | 1.04% | −83−0.5% | Reduced |
| Atlas Capital Advisors LLC | 18,041 | $1.47M | 0.18% | +2,173+13.7% | Added |
| Northwest & Ethical Investments L.P. | 18,734 | $1.52M | 0.04% | +15,834+546.0% | Added |
| Signaturefd, LLC | 18,819 | $1.53M | 0.03% | −22−0.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 18,700 | $1.53M | 1.10% | +18,700 | New |
| QRG Capital Management, Inc. | 19,063 | $1.55M | 0.02% | +5,727+42.9% | Added |
| Federated Hermes, Inc. | 19,069 | $1.55M | 0.00% | −293−1.5% | Reduced |
| State of Alaska, Department of Revenue | 19,252 | $1.57M | 0.02% | +95+0.5% | Added |
| Diversified Trust Co | 19,270 | $1.57M | 0.04% | +16+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 19,438 | $1.58M | 0.23% | +8,036+70.5% | Added |
| New York Life Investment Management LLC | 19,476 | $1.59M | 0.02% | −111−0.6% | Reduced |
| MML Investors Services, LLC | 19,532 | $1.59M | 0.01% | +831+4.4% | Added |
| Ethic Inc. | 19,455 | $1.60M | 0.03% | −3,050−13.6% | Reduced |
| Mercer Global Advisors Inc | 19,993 | $1.63M | 0.00% | +4,156+26.2% | Added |
| 111 Capital | 20,047 | $1.63M | 0.32% | +17,051+569.1% | Added |
| Abacus Planning Group, Inc. | 20,147 | $1.64M | 0.29% | −85−0.4% | Reduced |
| Oak Thistle LLC | 20,883 | $1.70M | 0.34% | +1,422+7.3% | Added |
| Ascent Group, LLC | 20,955 | $1.71M | 0.07% | +1,386+7.1% | Added |
| Xponance, Inc. | 20,965 | $1.71M | 0.02% | −1,626−7.2% | Reduced |
| Elo Mutual Pension Insurance Co | 21,206 | $1.73M | 0.04% | +21,206 | New |
| Jefferies Financial Group Inc. | 22,166 | $1.81M | 0.03% | −34,885−61.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,669 | $1.85M | 0.01% | −5,181−18.6% | Reduced |
| Convergence Investment Partners, LLC | 23,257 | $1.89M | 0.52% | +5,520+31.1% | Added |
| Sowell Financial Services LLC | 23,537 | $1.92M | 0.09% | −1,397−5.6% | Reduced |
| Bank of Nova Scotia | 23,551 | $1.92M | 0.00% | −79,977−77.3% | Reduced |
| Pinebridge Investments, L.P. | 24,134 | $1.97M | 0.02% | −57,032−70.3% | Reduced |
| VestGen Advisors, LLC | 24,151 | $1.97M | 0.09% | +24,151 | New |
| Investors Research Corp | 24,376 | $1.99M | 0.43% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 24,495 | $2.00M | 0.51% | +24,495 | New |
| TownSquare Capital, LLC | 24,781 | $2.02M | 0.02% | +11,681+89.2% | Added |
| Harvest Fund Management Co., Ltd | 26,517 | $2.05M | 0.10% | +13,332+101.1% | Added |
| Qsemble Capital Management, LP | 25,446 | $2.07M | 0.22% | +25,446 | New |
| D. E. Shaw & Co., Inc. | 25,860 | $2.11M | 0.00% | −44,879−63.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,871 | $2.11M | 2.02% | −617−2.3% | Reduced |
| Sterling Capital Management LLC | 26,111 | $2.13M | 0.03% | −1,355−4.9% | Reduced |
| Pictet Asset Management Holding SA | 26,342 | $2.14M | 0.00% | +1,062+4.2% | Added |
| Family Management Corp | 27,706 | $2.26M | 0.37% | +27,706 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.28M | 0.29% | 00.0% | Unchanged |
| Natixis | 29,328 | $2.37M | 0.01% | +29,328 | New |
| Total Wealth Planning & Management, Inc. | 29,064 | $2.37M | 2.43% | −911−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 29,119 | $2.37M | 0.00% | −1,057−3.5% | Reduced |
| Waterfront Wealth Inc. | 29,192 | $2.38M | 0.58% | −94−0.3% | Reduced |
| CIBC World Markets Inc. | 29,286 | $2.39M | 0.01% | −5,072−14.8% | Reduced |
| Vident Advisory, LLC | 29,611 | $2.41M | 0.04% | +3,704+14.3% | Added |
| Artemis Investment Management LLP | 30,393 | $2.48M | 0.04% | −195,055−86.5% | Reduced |
| BKD Wealth Advisors, LLC | 30,622 | $2.49M | 0.06% | +485+1.6% | Added |
| Private Advisor Group, LLC | 30,821 | $2.51M | 0.02% | +2,222+7.8% | Added |
| Strategic Global Advisors, LLC | 31,374 | $2.56M | 0.51% | −970−3.0% | Reduced |
| Concurrent Investment Advisors, LLC | 31,401 | $2.56M | 0.06% | +11,524+58.0% | Added |
| Mubadala Investment Co PJSC | 32,101 | $2.61M | 0.01% | −1,625−4.8% | Reduced |
| Aviance Capital Partners, LLC | 32,136 | $2.62M | 0.37% | −9,215−22.3% | Reduced |
| Engineers Gate Manager LP | 32,560 | $2.65M | 0.04% | +32,560 | New |
| Crossmark Global Holdings, Inc. | 33,223 | $2.71M | 0.05% | +2,208+7.1% | Added |
| Bokf, NA | 33,323 | $2.71M | 0.05% | −7,463−18.3% | Reduced |
| Oregon Public Employees Retirement Fund | 33,908 | $2.76M | 0.05% | −300−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,243 | $2.79M | 0.01% | +1,173+3.5% | Added |