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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 145,915 | $11.9M | 0.10% | +27,121+22.8% | Added |
| BNP Paribas Arbitrage, SA | 142,065 | $11.6M | 0.01% | −65,671−31.6% | Reduced |
| Acadian Asset Management LLC | 140,834 | $11.5M | 0.03% | −170,289−54.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 138,894 | $11.3M | 0.19% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 140,367 | $11.2M | 0.05% | +13,204+10.4% | Added |
| Russell Investments Group, Ltd. | 137,822 | $11.2M | 0.02% | −97,094−41.3% | Reduced |
| Voloridge Investment Management, LLC | 136,714 | $11.1M | 0.04% | −713,902−83.9% | Reduced |
| Panagora Asset Management Inc | 135,987 | $11.1M | 0.06% | −2,056−1.5% | Reduced |
| Janus Henderson Group PLC | 138,339 | $11.1M | 0.01% | −191,742−58.1% | Reduced |
| Great West Life Assurance Co | 134,480 | $11.0M | 0.02% | −15,665−10.4% | Reduced |
| AE Wealth Management LLC | 133,982 | $10.9M | 0.09% | +127,157+1,863.1% | Added |
| CI Private Wealth, LLC | 133,525 | $10.9M | 0.02% | −7,099−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 132,868 | $10.8M | 0.04% | +36,198+37.4% | Added |
| Ibex Wealth Advisors | 131,641 | $10.7M | 1.42% | +1,345+1.0% | Added |
| Price T Rowe Associates Inc | 131,508 | $10.7M | 0.00% | +12,799+10.8% | Added |
| Barnett & Company, Inc. | 129,067 | $10.5M | 8.79% | −17,115−11.7% | Reduced |
| Trexquant Investment LP | 127,573 | $10.4M | 0.12% | −32,330−20.2% | Reduced |
| Lazard Asset Management LLC | 123,797 | $10.1M | 0.02% | +46,168+59.5% | Added |
| Susquehanna International Group, LLP | 121,172 | $9.87M | 0.02% | +33,315+37.9% | Added |
| Vestcor Inc | 120,611 | $9.82M | 0.33% | +28,297+30.7% | Added |
| Foster & Motley Inc | 119,945 | $9.77M | 0.62% | +4,351+3.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 119,116 | $9.70M | 0.03% | +5,809+5.1% | Added |
| Teacher Retirement System of Texas | 117,472 | $9.57M | 0.04% | −78,784−40.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 111,451 | $9.08M | 0.10% | +33,765+43.5% | Added |
| IFG Advisory, LLC | 109,948 | $8.96M | 0.50% | −1,618−1.5% | Reduced |
| Brant Point Investment Management LLC | 108,651 | $8.85M | 2.16% | +53,651+97.5% | Added |
| Prana Capital Management, LP | 108,444 | $8.83M | 0.36% | +89,419+470.0% | Added |
| Principal Street Partners, LLC | 108,046 | $8.80M | 1.64% | +628+0.6% | Added |
| Boston Common Asset Management, LLC | 107,155 | $8.73M | 0.26% | +37,877+54.7% | Added |
| New York State Common Retirement Fund | 106,333 | $8.66M | 0.01% | −9,448−8.2% | Reduced |
| NewSquare Capital LLC | 108,015 | $8.55M | 0.70% | −79,836−42.5% | Reduced |
| Intech Investment Management LLC | 103,467 | $8.43M | 0.09% | +2,740+2.7% | Added |
| AlphaCore Capital LLC | 99,091 | $8.07M | 0.69% | −98−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 98,872 | $8.05M | 0.06% | −4,601−4.4% | Reduced |
| Comerica Bank | 96,374 | $7.85M | 0.03% | −11,701−10.8% | Reduced |
| New Age Alpha Advisors, LLC | 95,799 | $7.80M | 0.35% | −7,344−7.1% | Reduced |
| US Bancorp | 95,703 | $7.80M | 0.01% | +547+0.6% | Added |
| MetLife Investment Management | 91,552 | $7.46M | 0.04% | −3,392−3.6% | Reduced |
| Cerity Partners LLC | 86,348 | $7.03M | 0.01% | +7,462+9.5% | Added |
| Creative Planning | 85,923 | $7.00M | 0.01% | +1,024+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,797 | $6.99M | 0.01% | +85,797 | New |
| Mutual of America Capital Management LLC | 84,569 | $6.89M | 0.08% | −4,178−4.7% | Reduced |
| Ci Investments Inc. | 83,911 | $6.83M | 0.03% | −26,855−24.2% | Reduced |
| Empowered Funds, LLC | 83,856 | $6.83M | 0.10% | +83,856 | New |
| Burney Co | 83,598 | $6.81M | 0.25% | −22,087−20.9% | Reduced |
| Wealthfront Advisers LLC | 83,544 | $6.81M | 0.02% | −2,738−3.2% | Reduced |
| Treasurer of the State of North Carolina | 83,089 | $6.77M | 0.03% | +1,210+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 82,711 | $6.74M | 0.05% | +70,145+558.2% | Added |
| Boston Partners | 82,634 | $6.73M | 0.01% | +82,634 | New |
| Ensign Peak Advisors, Inc | 82,541 | $6.72M | 0.01% | +7,173+9.5% | Added |
| Amalgamated Bank | 76,281 | $6.21M | 0.05% | −4,066−5.1% | Reduced |
| HSBC Holdings PLC | 76,669 | $6.21M | 0.00% | −34,531−31.1% | Reduced |
| Macquarie Group Ltd | 75,700 | $6.17M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 74,122 | $6.04M | 0.02% | −3,992−5.1% | Reduced |
| State of Tennessee, Treasury Department | 73,208 | $5.96M | 0.02% | −600−0.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 73,378 | $5.95M | 1.49% | +62,787+592.8% | Added |
| Silver Lake Advisory, LLC | 72,233 | $5.88M | 2.57% | −303−0.4% | Reduced |
| Consolidated Planning Corp | 70,955 | $5.78M | 0.80% | +70,955 | New |
| CWA Asset Management Group, LLC | 70,344 | $5.73M | 0.27% | +15,124+27.4% | Added |
| Zacks Investment Management | 70,116 | $5.71M | 0.05% | −4,261−5.7% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.70M | 0.82% | 00.0% | Unchanged |
| Algert Global LLC | 69,531 | $5.66M | 0.14% | −178,794−72.0% | Reduced |
| Pathstone Holdings, LLC | 69,313 | $5.64M | 0.02% | +4,521+7.0% | Added |
| BTC Capital Management, Inc. | 68,437 | $5.58M | 0.51% | +11,416+20.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 68,100 | $5.55M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 67,949 | $5.54M | 0.00% | −13,791−16.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $5.50M | 0.31% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 70,058 | $5.44M | 0.08% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 65,768 | $5.36M | 0.08% | 00.0% | Unchanged |
| EAM Global Investors LLC | 65,146 | $5.31M | 1.44% | +190.0% | Added |
| Mariner, LLC | 64,105 | $5.22M | 0.01% | +6,585+11.4% | Added |
| Janney Montgomery Scott LLC | 62,828 | $5.12M | 0.01% | +5,455+9.5% | Added |
| Cetera Investment Advisers | 62,495 | $5.09M | 0.01% | +25,528+69.1% | Added |
| JustInvest LLC | 62,111 | $5.06M | 0.07% | +3,112+5.3% | Added |
| HighTower Advisors, LLC | 60,370 | $4.92M | 0.01% | +201+0.3% | Added |
| Abn Amro Investment Solutions | 60,298 | $4.91M | 0.10% | +26,729+79.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 60,214 | $4.91M | 0.05% | +802+1.3% | Added |
| Yousif Capital Management, LLC | 59,965 | $4.88M | 0.06% | −2,751−4.4% | Reduced |
| Interval Partners, LP | 57,976 | $4.72M | 0.17% | +36,676+172.2% | Added |
| Auxier Asset Management | 57,727 | $4.70M | 0.70% | −250.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,710 | $4.62M | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 56,300 | $4.59M | 0.02% | −5,900−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 55,341 | $4.51M | 0.01% | −17,290−23.8% | Reduced |
| Thrivent Financial for Lutherans | 52,807 | $4.30M | 0.01% | −40,464−43.4% | Reduced |
| Ameritas Investment Partners, Inc. | 51,704 | $4.21M | 0.14% | −7,146−12.1% | Reduced |
| Arizona State Retirement System | 49,762 | $4.05M | 0.03% | −1,457−2.8% | Reduced |
| Capital Fund Management S.A. | 49,760 | $4.05M | 0.05% | +33,972+215.2% | Added |
| Anchor Investment Management, LLC | 49,403 | $4.02M | 0.38% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 49,400 | $4.02M | 0.28% | +49,400 | New |
| State of New Jersey Common Pension Fund D | 49,083 | $4.00M | 0.02% | −5,352−9.8% | Reduced |
| Lighthouse Investment Partners, LLC | 48,370 | $3.94M | 0.18% | −102,251−67.9% | Reduced |
| Squarepoint Ops LLC | 48,229 | $3.93M | 0.01% | +22,040+84.2% | Added |
| Envestnet Asset Management Inc | 47,315 | $3.85M | 0.00% | −31,818−40.2% | Reduced |
| Deutsche Bank AG | 46,853 | $3.82M | 0.00% | −240,365−83.7% | Reduced |
| Louisiana State Employees Retirement System | 46,000 | $3.75M | 0.07% | −600−1.3% | Reduced |
| Bank of Montreal | 45,982 | $3.75M | 0.00% | +334+0.7% | Added |
| Handelsbanken Fonder AB | 45,207 | $3.68M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 44,733 | $3.64M | 0.01% | +931+2.1% | Added |
| Ritholtz Wealth Management | 42,167 | $3.43M | 0.10% | +7,990+23.4% | Added |
| Kendall Capital Management | 41,795 | $3.40M | 1.00% | −740−1.7% | Reduced |