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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 14,661 | $1.19M | 0.21% | +40+0.3% | Added |
| Shell Asset Management Co | 14,553 | $1.19M | 0.06% | −965−6.2% | Reduced |
| Moran Wealth Management, LLC | 14,442 | $1.18M | 0.04% | −1,817−11.2% | Reduced |
| Landscape Capital Management, L.L.C. | 14,428 | $1.18M | 0.10% | −2,673−15.6% | Reduced |
| Brevan Howard Capital Management LP | 14,300 | $1.16M | 0.03% | +2,269+18.9% | Added |
| CWM, LLC | 14,209 | $1.16M | 0.00% | +199+1.4% | Added |
| Westover Capital Advisors, LLC | 14,042 | $1.14M | 0.25% | −476−3.3% | Reduced |
| Assetmark, Inc | 13,812 | $1.13M | 0.00% | −2,729−16.5% | Reduced |
| Commerce Bank | 13,692 | $1.12M | 0.01% | −1,000−6.8% | Reduced |
| CAPROCK Group, Inc. | 13,659 | $1.11M | 0.03% | +1,267+10.2% | Added |
| Patten & Patten Inc | 13,202 | $1.08M | 0.07% | −140−1.0% | Reduced |
| Bailard, Inc. | 13,196 | $1.07M | 0.03% | +13,196 | New |
| BOS Asset Management, LLC | 13,033 | $1.06M | 0.36% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,980 | $1.06M | 0.01% | −2,862−18.1% | Reduced |
| Evergreen Capital Management LLC | 12,833 | $1.05M | 0.04% | +292+2.3% | Added |
| FORA Capital, LLC | 12,817 | $1.04M | 0.11% | −27,838−68.5% | Reduced |
| Park Avenue Securities LLC | 12,812 | $1.04M | 0.01% | +334+2.7% | Added |
| Coldstream Capital Management Inc | 12,517 | $1.02M | 0.02% | −373−2.9% | Reduced |
| Securian Asset Management, Inc | 12,479 | $1.02M | 0.03% | −221−1.7% | 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 |
| Hillsdale Investment Management Inc. | 12,450 | $1.01M | 0.05% | −800−6.0% | Reduced |
| Affinity Investment Advisors, LLC | 12,098 | $985.5K | 0.80% | −864−6.7% | Reduced |
| Caxton Associates LLP | 12,074 | $983.5K | 0.03% | +12,074 | New |
| Merit Financial Group, LLC | 12,070 | $983.2K | 0.01% | +7,574+168.5% | Added |
| Old National Bancorp | 11,734 | $955.9K | 0.03% | −81−0.7% | Reduced |
| M&T Bank Corp | 11,723 | $954.5K | 0.00% | −357−3.0% | Reduced |
| Paradigm Financial Partners, LLC | 11,482 | $935.3K | 0.12% | −465−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,334 | $923.3K | 0.01% | −1,303−10.3% | Reduced |
| Wedmont Private Capital | 12,221 | $919.8K | 0.05% | +1,022+9.1% | Added |
| Signet Financial Management, LLC | 11,290 | $919.7K | 0.12% | −763−6.3% | Reduced |
| Savant Capital, LLC | 11,238 | $915.4K | 0.01% | −35,106−75.8% | Reduced |
| HM Payson & Co | 11,147 | $908.0K | 0.02% | +225+2.1% | Added |
| Dumont & Blake Investment Advisors LLC | 11,110 | $905.0K | 0.25% | −80−0.7% | Reduced |
| Tounjian Advisory Partners, LLC | 11,018 | $897.5K | 0.17% | +11,018 | New |
| Financial Advisory Service, Inc. | 10,891 | $887.2K | 0.07% | +60+0.6% | Added |
| Greenleaf Trust | 10,879 | $886.2K | 0.01% | −247−2.2% | Reduced |
| Summit Trail Advisors, LLC | 10,861 | $884.7K | 0.03% | +2,767+34.2% | Added |
| United Services Automobile Association | 10,707 | $856.6K | 0.03% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 10,412 | $848.2K | 1.21% | 00.0% | Unchanged |
| Versor Investments LP | 10,386 | $846.0K | 0.14% | +10,386 | New |
| Nomura Holdings Inc | 10,235 | $833.7K | 0.00% | −41,929−80.4% | Reduced |
| Oppenheimer & Co Inc | 10,163 | $827.9K | 0.01% | −10,548−50.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,963 | $811.6K | 0.01% | −3,862−27.9% | Reduced |
| SG Americas Securities, LLC | 9,928 | $809.0K | 0.00% | +1,631+19.7% | Added |
| Norden Group LLC | 9,893 | $805.8K | 0.09% | +9,893 | New |
| Carret Asset Management, LLC | 9,832 | $800.9K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 9,831 | $800.8K | 0.06% | +770+8.5% | Added |
| Verition Fund Management LLC | 9,830 | $800.8K | 0.00% | +4,539+85.8% | Added |
| Scientech Research LLC | 9,801 | $798.4K | 0.21% | +3,410+53.4% | Added |
| Utah Retirement Systems | 9,731 | $792.7K | 0.01% | −169−1.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,668 | $787.6K | 0.25% | +2,392+32.9% | Added |
| United Capital Financial Advisers, LLC | 9,557 | $778.5K | 0.01% | −848−8.1% | Reduced |
| Venture Visionary Partners LLC | 9,533 | $776.6K | 0.03% | +20.0% | Added |
| AIA Group Ltd | 9,518 | $775.3K | 0.02% | −524−5.2% | Reduced |
| Avantax Advisory Services, Inc. | 9,511 | $774.8K | 0.00% | +285+3.1% | Added |
| Benjamin Edwards Inc | 9,478 | $772.1K | 0.01% | +511+5.7% | Added |
| L2 Asset Management, LLC | 9,338 | $760.7K | 0.16% | +9,338 | New |
| CSS LLC | 9,299 | $757.5K | 0.05% | +4,354+88.0% | Added |
| Old Port Advisors | 9,200 | $749.4K | 0.22% | −55−0.6% | Reduced |
| D.A. Davidson & Co. | 9,007 | $733.7K | 0.01% | −10,666−54.2% | Reduced |
| Pitcairn Co | 8,990 | $732.3K | 0.04% | −211−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,947 | $728.8K | 0.02% | −4,337−32.6% | Reduced |
| GAMMA Investing LLC | 8,834 | $719.6K | 0.05% | +941+11.9% | Added |
| Mutual Advisors, LLC | 9,148 | $717.9K | 0.02% | −1,686−15.6% | Reduced |
| Prosperity Consulting Group, LLC | 8,750 | $712.8K | 0.06% | −1,085−11.0% | Reduced |
| Erste Asset Management GmbH | 8,900 | $712.0K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,738 | $711.8K | 0.04% | −71−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,569 | $698.0K | 0.00% | +3,503+69.1% | Added |
| HB Wealth Management, LLC | 8,565 | $697.7K | 0.01% | +2,637+44.5% | Added |
| Maryland State Retirement & Pension System | 8,486 | $691.3K | 0.02% | −1,737−17.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,401 | $676.2K | 0.01% | −180−2.1% | Reduced |
| DMG Group, LLC | 8,275 | $674.1K | 0.55% | +1,170+16.5% | Added |
| Prospera Financial Services Inc | 8,033 | $654.4K | 0.02% | +8,033 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,929 | $645.9K | 0.00% | +7,929 | New |
| Hamilton Capital Partners Inc. | 7,886 | $642.4K | 0.04% | −226−2.8% | Reduced |
| BancorpSouth Bank | 7,865 | $640.7K | 0.05% | −162−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,832 | $638.0K | 0.02% | −1,659−17.5% | Reduced |
| Campion Asset Management LLC | 7,800 | $635.4K | 0.49% | −500−6.0% | Reduced |
| Kestra Advisory Services, LLC | 7,767 | $632.7K | 0.00% | +550+7.6% | Added |
| My Legacy Advisors, LLC | 7,706 | $627.7K | 0.24% | +304+4.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,685 | $614.8K | 0.09% | −67−0.9% | Reduced |
| State of Wyoming | 7,353 | $599.0K | 0.08% | −3,721−33.6% | Reduced |
| Belpointe Asset Management LLC | 7,281 | $593.1K | 0.03% | −1,870−20.4% | Reduced |
| Kingsman Wealth Management, Inc. | 7,150 | $582.4K | 0.43% | +7,150 | New |
| First Horizon Advisors, Inc. | 7,087 | $577.3K | 0.02% | −75,813−91.5% | Reduced |
| GTS Securities LLC | 7,045 | $573.9K | 0.02% | +7,045 | New |
| Dorsey & Whitney Trust CO LLC | 7,026 | $572.3K | 0.03% | +54+0.8% | Added |
| KBC Group NV | 6,941 | $565.0K | 0.00% | −46,326−87.0% | Reduced |
| NorthRock Partners, LLC | 6,807 | $554.5K | 0.02% | −477−6.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,715 | $552.6K | 0.10% | +2,038+43.6% | Added |
| Bessemer Group Inc | 6,744 | $549.0K | 0.00% | +208+3.2% | Added |
| Magnetar Financial LLC | 6,738 | $548.9K | 0.01% | +6,738 | New |
| First Citizens Bank & Trust Co | 6,716 | $547.1K | 0.01% | +848+14.5% | Added |
| RSM US Wealth Management LLC | 6,614 | $538.8K | 0.01% | −1,442−17.9% | Reduced |
| Patten Group, Inc. | 6,480 | $527.9K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,442 | $524.7K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,354 | $517.6K | 0.34% | +6,354 | New |
| Prossimo Advisors, LLC | 6,338 | $516.0K | 0.39% | +329+5.5% | Added |
| Great Lakes Advisors, LLC | 6,331 | $515.7K | 0.00% | +1,181+22.9% | Added |