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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 6,329 | $515.5K | 0.00% | −1,644−20.6% | Reduced |
| Regions Financial Corp | 6,328 | $515.5K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,308 | $513.9K | 0.01% | +136+2.2% | Added |
| Forum Financial Management, LP | 6,296 | $512.9K | 0.01% | +20.0% | Added |
| J. W. Coons Advisors, LLC | 6,289 | $512.3K | 0.14% | +31+0.5% | Added |
| Baird Financial Group, Inc. | 6,273 | $511.0K | 0.00% | −896−12.5% | Reduced |
| Centiva Capital, LP | 6,261 | $510.0K | 0.03% | +6,261 | New |
| Roof Eidam & Maycock | 6,240 | $508.3K | 0.13% | +3,410+120.5% | Added |
| Burns Matteson Capital Management, LLC | 6,165 | $502.2K | 0.27% | +6,165 | New |
| Wedbush Securities Inc | 6,117 | $498.0K | 0.02% | +771+14.4% | Added |
| Ballentine Partners, LLC | 6,070 | $494.5K | 0.01% | −823−11.9% | Reduced |
| Quadrant Capital Group LLC | 6,069 | $494.4K | 0.02% | +1,905+45.7% | Added |
| MBM Wealth Consultants, LLC | 6,064 | $493.9K | 0.15% | +470+8.4% | Added |
| Shelton Capital Management | 6,033 | $491.4K | 0.01% | −417−6.5% | Reduced |
| Wealthstar Advisors, LLC | 6,027 | $491.0K | 0.22% | +6,027 | New |
| Csenge Advisory Group | 6,464 | $490.5K | 0.03% | −22−0.3% | Reduced |
| IHT Wealth Management, LLC | 5,995 | $488.4K | 0.02% | +59+1.0% | Added |
| CIBC Asset Management Inc | 5,993 | $488.2K | 0.00% | +155+2.7% | Added |
| Investors Asset Management of Georgia Inc | 5,926 | $482.7K | 0.24% | −288−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 5,919 | $482.2K | 0.01% | −708−10.7% | Reduced |
| Plancorp, LLC | 5,910 | $481.4K | 0.02% | +5,910 | New |
| Skopos Labs, Inc. | 5,892 | $480.0K | 0.10% | −167−2.8% | Reduced |
| Glenview Trust Co | 5,863 | $477.6K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,847 | $476.3K | 0.00% | +536+10.1% | Added |
| Aries Wealth Management | 5,846 | $476.2K | 0.13% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 5,751 | $468.5K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,749 | $468.3K | 0.02% | +1,224+27.0% | Added |
| Advisors Asset Management, Inc. | 5,729 | $466.7K | 0.01% | +884+18.2% | Added |
| Chicago Partners Investment Group LLC | 5,780 | $465.3K | 0.02% | +395+7.3% | Added |
| Pacer Advisors, Inc. | 5,710 | $465.1K | 0.00% | −19,332−77.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,704 | $464.7K | 0.02% | +20+0.4% | Added |
| Brown Advisory Inc | 5,692 | $463.7K | 0.00% | −354−5.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,670 | $461.9K | 0.02% | +5,670 | New |
| TD Capital Management LLC | 5,657 | $460.8K | 0.05% | +5,657 | New |
| Caitlin John, LLC | 5,640 | $459.4K | 0.45% | −1,246−18.1% | Reduced |
| Genus Capital Management Inc. | 5,595 | $455.8K | 0.07% | +5,595 | New |
| Longfellow Investment Management Co LLC | 5,576 | $454.2K | 0.11% | +5,576 | New |
| Point72 (DIFC) Ltd | 5,543 | $451.5K | 0.04% | +5,543 | New |
| Cambria Investment Management, L.P. | 5,514 | $449.2K | 0.03% | +5,514 | New |
| Net Worth Advisory Group | 5,483 | $446.6K | 0.14% | +111+2.1% | Added |
| Means Investment Co., Inc. | 5,462 | $445.0K | 0.05% | −1,270−18.9% | Reduced |
| Sharpepoint LLC | 5,501 | $435.9K | 0.38% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 5,325 | $433.8K | 0.00% | +5,325 | New |
| GWM Advisors LLC | 5,316 | $433.0K | 0.00% | −698−11.6% | Reduced |
| Paragon Capital Management Ltd | 5,238 | $426.7K | 0.09% | +28+0.5% | Added |
| Colony Group, LLC | 5,230 | $426.0K | 0.00% | +58+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 5,198 | $423.4K | 0.24% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,151 | $419.6K | 0.02% | +666+14.8% | Added |
| Lane & Associates LLC | 5,013 | $408.3K | 0.22% | −129−2.5% | Reduced |
| Blair William & Co | 5,008 | $408.0K | 0.00% | −264−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,003 | $407.5K | 0.03% | −8,155−62.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,990 | $406.5K | 0.00% | −496−9.0% | Reduced |
| Fountainhead AM, LLC | 4,982 | $405.8K | 0.07% | +27+0.5% | Added |
| National Bank of Canada | 4,978 | $405.5K | 0.00% | −92,380−94.9% | Reduced |
| Eqis Capital Management, Inc. | 4,965 | $404.4K | 0.03% | −14−0.3% | Reduced |
| SummitTX Capital, L.P. | 4,959 | $404.0K | 0.02% | +4,959 | New |
| AlTi Global, Inc. | 4,916 | $400.3K | 0.01% | +10+0.2% | Added |
| Seeds Investor LLC | 4,911 | $400.1K | 0.11% | +513+11.7% | Added |
| StoneX Group Inc. | 4,869 | $396.6K | 0.02% | −124−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,838 | $394.1K | 0.01% | −136−2.7% | Reduced |
| SageView Advisory Group, LLC | 4,777 | $389.2K | 0.02% | +339+7.6% | Added |
| Simplex Trading, LLC | 4,732 | $385.0K | 0.01% | −7,371−60.9% | Reduced |
| Portland Global Advisors LLC | 4,723 | $384.7K | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 4,722 | $384.6K | 0.00% | −237−4.8% | Reduced |
| Mather Group, LLC. | 4,721 | $384.5K | 0.00% | −284−5.7% | Reduced |
| Callan Family Office, LLC | 4,704 | $383.2K | 0.03% | +592+14.4% | Added |
| Centennial Wealth Advisory LLC | 4,694 | $382.4K | 0.14% | +4,694 | New |
| Brown Brothers Harriman & Co | 4,670 | $380.4K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,667 | $380.2K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,670 | $380.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,658 | $379.5K | 0.05% | +17+0.4% | Added |
| Applied Finance Capital Management, LLC | 4,609 | $375.4K | 0.03% | +72+1.6% | Added |
| Coastline Trust Co | 4,470 | $364.1K | 0.05% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 4,444 | $362.0K | 0.26% | +24+0.5% | Added |
| Cobblestone Capital Advisors LLC | 4,436 | $361.4K | 0.02% | −32−0.7% | Reduced |
| Alps Advisors Inc | 4,399 | $358.3K | 0.00% | −1,951−30.7% | Reduced |
| NDVR, Inc. | 4,381 | $356.9K | 0.36% | −167−3.7% | Reduced |
| Buckingham Strategic Partners | 4,373 | $356.2K | 0.01% | +4,373 | New |
| Fox Run Management, L.L.C. | 4,359 | $355.1K | 0.06% | +4,359 | New |
| Delta Asset Management LLC | 4,325 | $352.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,309 | $351.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Group | 4,277 | $348.4K | 0.04% | −60−1.4% | Reduced |
| Boothbay Fund Management, LLC | 4,247 | $346.0K | 0.01% | −2,795−39.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,190 | $341.3K | 0.17% | −1,500−26.4% | Reduced |
| Smartleaf Asset Management LLC | 4,248 | $339.8K | 0.03% | +1,708+67.2% | Added |
| Baron Wealth Management LLC | 4,092 | $333.3K | 0.15% | +4,092 | New |
| Sherbrooke Park Advisers LLC | 4,087 | $332.9K | 0.16% | +4,087 | New |
| Clarius Group, LLC | 4,041 | $329.2K | 0.02% | −3,705−47.8% | Reduced |
| Schulhoff & Co Inc | 4,000 | $325.8K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $325.8K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,937 | $320.7K | 0.01% | −163−4.0% | Reduced |
| Paulson Wealth Management Inc. | 3,911 | $318.6K | 0.09% | +89+2.3% | Added |
| Apollon Wealth Management, LLC | 3,899 | $317.6K | 0.01% | +55+1.4% | Added |
| LifeWealth Investments, LLC | 3,861 | $314.5K | 0.07% | +3,861 | New |
| Umb Bank N A | 3,848 | $313.5K | 0.01% | −236−5.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,802 | $309.8K | 0.00% | +838+28.3% | Added |
| Eastern Bank | 3,802 | $309.7K | 0.01% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $309.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,791 | $308.8K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,735 | $304.3K | 0.04% | −2,082−35.8% | Reduced |