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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 41,098 | $3.35M | 0.27% | +41,098 | New |
| Jane Street Group, LLC | 40,868 | $3.33M | 0.01% | −50,522−55.3% | Reduced |
| Hancock Whitney Corp | 40,763 | $3.32M | 0.11% | +8,566+26.6% | Added |
| Graham Capital Management, L.P. | 40,697 | $3.32M | 0.11% | +17,369+74.5% | Added |
| Credit Agricole S A | 40,438 | $3.29M | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 40,223 | $3.28M | 0.14% | −1,486−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 40,047 | $3.26M | 0.02% | −200−0.5% | Reduced |
| DGS Capital Management, LLC | 39,898 | $3.25M | 0.86% | +2,221+5.9% | Added |
| STRS Ohio | 39,546 | $3.22M | 0.01% | −9,468−19.3% | Reduced |
| State of Michigan Retirement System | 39,300 | $3.20M | 0.02% | −500−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,277 | $3.20M | 0.02% | +2,173+5.9% | Added |
| Nations Financial Group Inc, | 39,162 | $3.19M | 0.24% | −69−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,141 | $3.19M | 0.01% | −685−1.7% | Reduced |
| Gotham Asset Management, LLC | 38,581 | $3.14M | 0.03% | +17,207+80.5% | Added |
| Advisory Services Network, LLC | 38,480 | $3.13M | 0.06% | +5,380+16.3% | Added |
| Sculati Wealth Management, LLC | 37,807 | $3.08M | 1.25% | −1,094−2.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,580 | $3.06M | 0.01% | +4,233+12.7% | Added |
| Triasima Portfolio Management inc. | 37,485 | $3.05M | 0.60% | +37,485 | New |
| Larson Financial Group LLC | 37,198 | $3.03M | 0.14% | +37,193+743,860.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,533 | $2.98M | 0.05% | −805−2.2% | Reduced |
| Danske Bank A/S | 36,262 | $2.95M | 0.01% | +465+1.3% | Added |
| Natixis Advisors, L.P. | 36,247 | $2.95M | 0.01% | +6,290+21.0% | Added |
| Twinbeech Capital LP | 36,012 | $2.93M | 0.05% | +36,012 | New |
| Agf Management Ltd | 35,529 | $2.89M | 0.02% | +1,439+4.2% | Added |
| Naples Global Advisors, LLC | 35,527 | $2.89M | 0.27% | −548−1.5% | Reduced |
| apricus wealth, LLC | 35,300 | $2.88M | 1.71% | −28,475−44.6% | Reduced |
| Great Diamond Partners, LLC | 35,293 | $2.87M | 0.79% | −391−1.1% | Reduced |
| Edgestream Partners, L.P. | 34,955 | $2.85M | 0.10% | −96,993−73.5% | Reduced |
| New Mexico Educational Retirement Board | 34,843 | $2.84M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,243 | $2.79M | 0.01% | +1,173+3.5% | Added |
| Oregon Public Employees Retirement Fund | 33,908 | $2.76M | 0.05% | −300−0.9% | Reduced |
| Bokf, NA | 33,323 | $2.71M | 0.05% | −7,463−18.3% | Reduced |
| Crossmark Global Holdings, Inc. | 33,223 | $2.71M | 0.05% | +2,208+7.1% | Added |
| Engineers Gate Manager LP | 32,560 | $2.65M | 0.04% | +32,560 | New |
| Aviance Capital Partners, LLC | 32,136 | $2.62M | 0.37% | −9,215−22.3% | Reduced |
| Mubadala Investment Co PJSC | 32,101 | $2.61M | 0.01% | −1,625−4.8% | Reduced |
| Concurrent Investment Advisors, LLC | 31,401 | $2.56M | 0.06% | +11,524+58.0% | Added |
| Strategic Global Advisors, LLC | 31,374 | $2.56M | 0.51% | −970−3.0% | Reduced |
| Private Advisor Group, LLC | 30,821 | $2.51M | 0.02% | +2,222+7.8% | Added |
| BKD Wealth Advisors, LLC | 30,622 | $2.49M | 0.06% | +485+1.6% | Added |
| Artemis Investment Management LLP | 30,393 | $2.48M | 0.04% | −195,055−86.5% | Reduced |
| Vident Advisory, LLC | 29,611 | $2.41M | 0.04% | +3,704+14.3% | Added |
| CIBC World Markets Inc. | 29,286 | $2.39M | 0.01% | −5,072−14.8% | Reduced |
| Waterfront Wealth Inc. | 29,192 | $2.38M | 0.58% | −94−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 29,119 | $2.37M | 0.00% | −1,057−3.5% | Reduced |
| Total Wealth Planning & Management, Inc. | 29,064 | $2.37M | 2.43% | −911−3.0% | Reduced |
| Natixis | 29,328 | $2.37M | 0.01% | +29,328 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.28M | 0.29% | 00.0% | Unchanged |
| Family Management Corp | 27,706 | $2.26M | 0.37% | +27,706 | New |
| Pictet Asset Management Holding SA | 26,342 | $2.14M | 0.00% | +1,062+4.2% | Added |
| Sterling Capital Management LLC | 26,111 | $2.13M | 0.03% | −1,355−4.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,871 | $2.11M | 2.02% | −617−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 25,860 | $2.11M | 0.00% | −44,879−63.4% | Reduced |
| Qsemble Capital Management, LP | 25,446 | $2.07M | 0.22% | +25,446 | New |
| Harvest Fund Management Co., Ltd | 26,517 | $2.05M | 0.10% | +13,332+101.1% | Added |
| TownSquare Capital, LLC | 24,781 | $2.02M | 0.02% | +11,681+89.2% | Added |
| Dorsey Wright & Associates | 24,495 | $2.00M | 0.51% | +24,495 | New |
| Investors Research Corp | 24,376 | $1.99M | 0.43% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 24,151 | $1.97M | 0.09% | +24,151 | New |
| Pinebridge Investments, L.P. | 24,134 | $1.97M | 0.02% | −57,032−70.3% | Reduced |
| Bank of Nova Scotia | 23,551 | $1.92M | 0.00% | −79,977−77.3% | Reduced |
| Sowell Financial Services LLC | 23,537 | $1.92M | 0.09% | −1,397−5.6% | Reduced |
| Convergence Investment Partners, LLC | 23,257 | $1.89M | 0.52% | +5,520+31.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 22,669 | $1.85M | 0.01% | −5,181−18.6% | Reduced |
| Jefferies Financial Group Inc. | 22,166 | $1.81M | 0.03% | −34,885−61.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,206 | $1.73M | 0.04% | +21,206 | New |
| Xponance, Inc. | 20,965 | $1.71M | 0.02% | −1,626−7.2% | Reduced |
| Ascent Group, LLC | 20,955 | $1.71M | 0.07% | +1,386+7.1% | Added |
| Oak Thistle LLC | 20,883 | $1.70M | 0.34% | +1,422+7.3% | Added |
| Abacus Planning Group, Inc. | 20,147 | $1.64M | 0.29% | −85−0.4% | Reduced |
| 111 Capital | 20,047 | $1.63M | 0.32% | +17,051+569.1% | Added |
| Mercer Global Advisors Inc | 19,993 | $1.63M | 0.00% | +4,156+26.2% | Added |
| Ethic Inc. | 19,455 | $1.60M | 0.03% | −3,050−13.6% | Reduced |
| MML Investors Services, LLC | 19,532 | $1.59M | 0.01% | +831+4.4% | Added |
| New York Life Investment Management LLC | 19,476 | $1.59M | 0.02% | −111−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,438 | $1.58M | 0.23% | +8,036+70.5% | Added |
| Diversified Trust Co | 19,270 | $1.57M | 0.04% | +16+0.1% | Added |
| State of Alaska, Department of Revenue | 19,252 | $1.57M | 0.02% | +95+0.5% | Added |
| Federated Hermes, Inc. | 19,069 | $1.55M | 0.00% | −293−1.5% | Reduced |
| QRG Capital Management, Inc. | 19,063 | $1.55M | 0.02% | +5,727+42.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 18,700 | $1.53M | 1.10% | +18,700 | New |
| Signaturefd, LLC | 18,819 | $1.53M | 0.03% | −22−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 18,734 | $1.52M | 0.04% | +15,834+546.0% | Added |
| Atlas Capital Advisors LLC | 18,041 | $1.47M | 0.18% | +2,173+13.7% | Added |
| Keynote Financial Services LLC | 17,876 | $1.46M | 1.04% | −83−0.5% | Reduced |
| Stephens Inc | 17,659 | $1.44M | 0.02% | −407−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,588 | $1.43M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 17,302 | $1.41M | 0.00% | +8,120+88.4% | Added |
| Kovitz Investment Group Partners, LLC | 17,154 | $1.40M | 0.01% | −1,057−5.8% | Reduced |
| Virtu Financial LLC | 16,392 | $1.33M | 0.07% | +16,392 | New |
| Rockefeller Capital Management L.P. | 16,278 | $1.33M | 0.00% | +375+2.4% | Added |
| Counterpoint Mutual Funds LLC | 16,272 | $1.33M | 0.19% | +1,405+9.5% | Added |
| Redwood Investment Management, LLC | 16,060 | $1.31M | 0.14% | −3,440−17.6% | Reduced |
| Neumann Capital Management, LLC | 15,898 | $1.30M | 0.45% | −100−0.6% | Reduced |
| Ieq Capital, LLC | 15,764 | $1.28M | 0.01% | −4,252−21.2% | Reduced |
| Lifestyle Asset Management, Inc. | 15,578 | $1.27M | 0.70% | −3,321−17.6% | Reduced |
| Nilsine Partners, LLC | 15,396 | $1.25M | 0.14% | +15,396 | New |
| Walleye Capital LLC | 15,154 | $1.23M | 0.01% | +4,578+43.3% | Added |
| XML Financial, LLC | 14,805 | $1.21M | 0.11% | −110−0.7% | Reduced |
| Toroso Investments, LLC | 14,774 | $1.20M | 0.01% | +1,937+15.1% | Added |