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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 34,843 | $2.84M | 0.10% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 34,955 | $2.85M | 0.10% | −96,993−73.5% | Reduced |
| Great Diamond Partners, LLC | 35,293 | $2.87M | 0.79% | −391−1.1% | Reduced |
| apricus wealth, LLC | 35,300 | $2.88M | 1.71% | −28,475−44.6% | Reduced |
| Naples Global Advisors, LLC | 35,527 | $2.89M | 0.27% | −548−1.5% | Reduced |
| Agf Management Ltd | 35,529 | $2.89M | 0.02% | +1,439+4.2% | Added |
| Twinbeech Capital LP | 36,012 | $2.93M | 0.05% | +36,012 | New |
| Natixis Advisors, L.P. | 36,247 | $2.95M | 0.01% | +6,290+21.0% | Added |
| Danske Bank A/S | 36,262 | $2.95M | 0.01% | +465+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,533 | $2.98M | 0.05% | −805−2.2% | Reduced |
| Larson Financial Group LLC | 37,198 | $3.03M | 0.14% | +37,193+743,860.0% | Added |
| Triasima Portfolio Management inc. | 37,485 | $3.05M | 0.60% | +37,485 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 37,580 | $3.06M | 0.01% | +4,233+12.7% | Added |
| Sculati Wealth Management, LLC | 37,807 | $3.08M | 1.25% | −1,094−2.8% | Reduced |
| Advisory Services Network, LLC | 38,480 | $3.13M | 0.06% | +5,380+16.3% | Added |
| Gotham Asset Management, LLC | 38,581 | $3.14M | 0.03% | +17,207+80.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,141 | $3.19M | 0.01% | −685−1.7% | Reduced |
| Nations Financial Group Inc, | 39,162 | $3.19M | 0.24% | −69−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,277 | $3.20M | 0.02% | +2,173+5.9% | Added |
| State of Michigan Retirement System | 39,300 | $3.20M | 0.02% | −500−1.3% | Reduced |
| STRS Ohio | 39,546 | $3.22M | 0.01% | −9,468−19.3% | Reduced |
| DGS Capital Management, LLC | 39,898 | $3.25M | 0.86% | +2,221+5.9% | Added |
| Nisa Investment Advisors, LLC | 40,047 | $3.26M | 0.02% | −200−0.5% | Reduced |
| CoreCap Advisors, LLC | 40,223 | $3.28M | 0.14% | −1,486−3.6% | Reduced |
| Credit Agricole S A | 40,438 | $3.29M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 40,697 | $3.32M | 0.11% | +17,369+74.5% | Added |
| Hancock Whitney Corp | 40,763 | $3.32M | 0.11% | +8,566+26.6% | Added |
| Jane Street Group, LLC | 40,868 | $3.33M | 0.01% | −50,522−55.3% | Reduced |
| Cinctive Capital Management LP | 41,098 | $3.35M | 0.27% | +41,098 | New |
| Kendall Capital Management | 41,795 | $3.40M | 1.00% | −740−1.7% | Reduced |
| Ritholtz Wealth Management | 42,167 | $3.43M | 0.10% | +7,990+23.4% | Added |
| Commonwealth Equity Services, LLC | 44,733 | $3.64M | 0.01% | +931+2.1% | Added |
| Handelsbanken Fonder AB | 45,207 | $3.68M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 45,982 | $3.75M | 0.00% | +334+0.7% | Added |
| Louisiana State Employees Retirement System | 46,000 | $3.75M | 0.07% | −600−1.3% | Reduced |
| Deutsche Bank AG | 46,853 | $3.82M | 0.00% | −240,365−83.7% | Reduced |
| Envestnet Asset Management Inc | 47,315 | $3.85M | 0.00% | −31,818−40.2% | Reduced |
| Squarepoint Ops LLC | 48,229 | $3.93M | 0.01% | +22,040+84.2% | Added |
| Lighthouse Investment Partners, LLC | 48,370 | $3.94M | 0.18% | −102,251−67.9% | Reduced |
| State of New Jersey Common Pension Fund D | 49,083 | $4.00M | 0.02% | −5,352−9.8% | Reduced |
| Point72 Europe (London) LLP | 49,400 | $4.02M | 0.28% | +49,400 | New |
| Anchor Investment Management, LLC | 49,403 | $4.02M | 0.38% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 49,760 | $4.05M | 0.05% | +33,972+215.2% | Added |
| Arizona State Retirement System | 49,762 | $4.05M | 0.03% | −1,457−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 51,704 | $4.21M | 0.14% | −7,146−12.1% | Reduced |
| Thrivent Financial for Lutherans | 52,807 | $4.30M | 0.01% | −40,464−43.4% | Reduced |
| Advisor Group Holdings, Inc. | 55,341 | $4.51M | 0.01% | −17,290−23.8% | Reduced |
| KLP Kapitalforvaltning AS | 56,300 | $4.59M | 0.02% | −5,900−9.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,710 | $4.62M | 0.04% | 00.0% | Unchanged |
| Auxier Asset Management | 57,727 | $4.70M | 0.70% | −250.0% | Reduced |
| Interval Partners, LP | 57,976 | $4.72M | 0.17% | +36,676+172.2% | Added |
| Yousif Capital Management, LLC | 59,965 | $4.88M | 0.06% | −2,751−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 60,214 | $4.91M | 0.05% | +802+1.3% | Added |
| Abn Amro Investment Solutions | 60,298 | $4.91M | 0.10% | +26,729+79.6% | Added |
| HighTower Advisors, LLC | 60,370 | $4.92M | 0.01% | +201+0.3% | Added |
| JustInvest LLC | 62,111 | $5.06M | 0.07% | +3,112+5.3% | Added |
| Cetera Investment Advisers | 62,495 | $5.09M | 0.01% | +25,528+69.1% | Added |
| Janney Montgomery Scott LLC | 62,828 | $5.12M | 0.01% | +5,455+9.5% | Added |
| Mariner, LLC | 64,105 | $5.22M | 0.01% | +6,585+11.4% | Added |
| EAM Global Investors LLC | 65,146 | $5.31M | 1.44% | +190.0% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $5.36M | 0.08% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 70,058 | $5.44M | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $5.50M | 0.31% | 00.0% | Unchanged |
| Citigroup Inc | 67,949 | $5.54M | 0.00% | −13,791−16.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 68,100 | $5.55M | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 68,437 | $5.58M | 0.51% | +11,416+20.0% | Added |
| Pathstone Holdings, LLC | 69,313 | $5.64M | 0.02% | +4,521+7.0% | Added |
| Algert Global LLC | 69,531 | $5.66M | 0.14% | −178,794−72.0% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.70M | 0.82% | 00.0% | Unchanged |
| Zacks Investment Management | 70,116 | $5.71M | 0.05% | −4,261−5.7% | Reduced |
| CWA Asset Management Group, LLC | 70,344 | $5.73M | 0.27% | +15,124+27.4% | Added |
| Consolidated Planning Corp | 70,955 | $5.78M | 0.80% | +70,955 | New |
| Silver Lake Advisory, LLC | 72,233 | $5.88M | 2.57% | −303−0.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 73,378 | $5.95M | 1.49% | +62,787+592.8% | Added |
| State of Tennessee, Treasury Department | 73,208 | $5.96M | 0.02% | −600−0.8% | Reduced |
| State of Wisconsin Investment Board | 74,122 | $6.04M | 0.02% | −3,992−5.1% | Reduced |
| Macquarie Group Ltd | 75,700 | $6.17M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 76,669 | $6.21M | 0.00% | −34,531−31.1% | Reduced |
| Amalgamated Bank | 76,281 | $6.21M | 0.05% | −4,066−5.1% | Reduced |
| Ensign Peak Advisors, Inc | 82,541 | $6.72M | 0.01% | +7,173+9.5% | Added |
| Boston Partners | 82,634 | $6.73M | 0.01% | +82,634 | New |
| Schonfeld Strategic Advisors LLC | 82,711 | $6.74M | 0.05% | +70,145+558.2% | Added |
| Treasurer of the State of North Carolina | 83,089 | $6.77M | 0.03% | +1,210+1.5% | Added |
| Wealthfront Advisers LLC | 83,544 | $6.81M | 0.02% | −2,738−3.2% | Reduced |
| Burney Co | 83,598 | $6.81M | 0.25% | −22,087−20.9% | Reduced |
| Empowered Funds, LLC | 83,856 | $6.83M | 0.10% | +83,856 | New |
| Ci Investments Inc. | 83,911 | $6.83M | 0.03% | −26,855−24.2% | Reduced |
| Mutual of America Capital Management LLC | 84,569 | $6.89M | 0.08% | −4,178−4.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,797 | $6.99M | 0.01% | +85,797 | New |
| Creative Planning | 85,923 | $7.00M | 0.01% | +1,024+1.2% | Added |
| Cerity Partners LLC | 86,348 | $7.03M | 0.01% | +7,462+9.5% | Added |
| MetLife Investment Management | 91,552 | $7.46M | 0.04% | −3,392−3.6% | Reduced |
| US Bancorp | 95,703 | $7.80M | 0.01% | +547+0.6% | Added |
| New Age Alpha Advisors, LLC | 95,799 | $7.80M | 0.35% | −7,344−7.1% | Reduced |
| Comerica Bank | 96,374 | $7.85M | 0.03% | −11,701−10.8% | Reduced |
| Brandywine Global Investment Management, LLC | 98,872 | $8.05M | 0.06% | −4,601−4.4% | Reduced |
| AlphaCore Capital LLC | 99,091 | $8.07M | 0.69% | −98−0.1% | Reduced |
| Intech Investment Management LLC | 103,467 | $8.43M | 0.09% | +2,740+2.7% | Added |
| NewSquare Capital LLC | 108,015 | $8.55M | 0.70% | −79,836−42.5% | Reduced |
| New York State Common Retirement Fund | 106,333 | $8.66M | 0.01% | −9,448−8.2% | Reduced |