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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 3,656 | $297.8K | 0.00% | +3,656 | New |
| NewEdge Wealth, LLC | 3,613 | $294.3K | 0.01% | −150−4.0% | Reduced |
| Welch & Forbes LLC | 3,587 | $292.2K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,570 | $290.8K | 0.01% | +10+0.3% | Added |
| Fifth Third Bancorp | 3,558 | $289.8K | 0.00% | +136+4.0% | Added |
| Profund Advisors LLC | 3,556 | $289.7K | 0.01% | −286−7.4% | Reduced |
| Spinnaker Trust | 3,515 | $286.3K | 0.02% | −140−3.8% | Reduced |
| Sigma Planning Corp | 3,509 | $285.9K | 0.01% | −784−18.3% | Reduced |
| EP Wealth Advisors, LLC | 3,500 | $285.1K | 0.00% | −484−12.1% | Reduced |
| Jump Financial, LLC | 3,500 | $285.1K | 0.00% | −18,525−84.1% | Reduced |
| Geneos Wealth Management Inc. | 3,500 | $285.1K | 0.01% | +477+15.8% | Added |
| denkapparat Operations GmbH | 3,490 | $284.3K | 0.30% | +3,490 | New |
| Farther Finance Advisors, LLC | 3,455 | $283.3K | 0.01% | +858+33.0% | Added |
| Hanson & Doremus Investment Management | 3,480 | $283.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,473 | $282.9K | 0.07% | −62−1.8% | Reduced |
| Challenger Wealth Management | 3,472 | $282.9K | 0.22% | −56−1.6% | Reduced |
| National Asset Management, Inc. | 3,445 | $280.7K | 0.01% | +310+9.9% | Added |
| Montag A & Associates Inc | 3,410 | $277.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,381 | $275.4K | 0.00% | −237−6.6% | Reduced |
| Capital Square, LLC | 3,328 | $271.1K | 0.16% | +10.0% | Added |
| KPP Advisory Services LLC | 3,319 | $270.4K | 0.05% | −50−1.5% | Reduced |
| Elyxium Wealth, LLC | 3,305 | $269.2K | 0.12% | +3,305 | New |
| Brighton Jones LLC | 3,286 | $267.7K | 0.01% | −99−2.9% | Reduced |
| Wellington Management Group LLP | 3,282 | $267.4K | 0.00% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,270 | $266.4K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,268 | $266.0K | 0.02% | +3,268 | New |
| Jacobi Capital Management LLC | 3,261 | $265.7K | 0.02% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 3,252 | $264.9K | 0.22% | +3,252 | New |
| Prime Capital Investment Advisors, LLC | 3,247 | $264.5K | 0.00% | +3,247 | New |
| Clearstead Advisors, LLC | 3,227 | $262.9K | 0.00% | +23+0.7% | Added |
| Flagship Harbor Advisors, LLC | 3,213 | $261.7K | 0.01% | +233+7.8% | Added |
| Brookstone Capital Management | 3,170 | $258.2K | 0.00% | −262−7.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,156 | $257.1K | 0.01% | −32−1.0% | Reduced |
| Jones Financial Companies LLLP | 3,180 | $254.4K | 0.00% | +922+40.8% | Added |
| International Private Wealth Advisors LLC | 3,099 | $252.4K | 0.24% | +3,099 | New |
| CIBC Private Wealth Group, LLC | 3,580 | $252.3K | 0.00% | +89+2.5% | Added |
| Ariadne Wealth Management, LP | 3,106 | $251.2K | 0.13% | −160−4.9% | Reduced |
| Financial Counselors Inc | 3,054 | $248.8K | 0.00% | −231−7.0% | Reduced |
| Parallel Advisors, LLC | 3,055 | $248.6K | 0.01% | −68−2.2% | Reduced |
| Aaron Wealth Advisors | 3,012 | $245.4K | 0.03% | +3,012 | New |
| Beacon Pointe Advisors, LLC | 3,010 | $245.2K | 0.00% | −144−4.6% | Reduced |
| KKM Financial LLC | 3,000 | $244.4K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 2,989 | $243.5K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,964 | $241.5K | 0.02% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,960 | $241.2K | 0.01% | +2,960 | New |
| Fidelis Capital Partners, LLC | 3,072 | $241.1K | 0.03% | +5+0.2% | Added |
| Sterling Investment Counsel, LLC | 2,944 | $239.8K | 0.08% | +2,944 | New |
| Fragasso Group Inc. | 2,937 | $239.3K | 0.02% | +16+0.5% | Added |
| Sage Capital Management, LLC | 2,937 | $239.2K | 0.13% | +16+0.5% | Added |
| Toth Financial Advisory Corp | 2,920 | $237.9K | 0.03% | −330−10.2% | Reduced |
| Boston Private Wealth LLC | 2,867 | $233.5K | 0.01% | +79+2.8% | Added |
| Choate Investment Advisors | 2,821 | $229.8K | 0.01% | +2,821 | New |
| Koshinski Asset Management, Inc. | 2,820 | $229.7K | 0.02% | +2,820 | New |
| Rafferty Asset Management, LLC | 2,817 | $229.5K | 0.00% | −1,020−26.6% | Reduced |
| MJP Associates Inc | 2,801 | $228.2K | 0.04% | +51+1.9% | Added |
| Advisor OS, LLC | 2,801 | $228.2K | 0.03% | +51+1.9% | Added |
| Leigh Baldwin & Co., LLC | 2,795 | $227.7K | 0.18% | −175−5.9% | Reduced |
| Perigon Wealth Management, LLC | 2,789 | $227.2K | 0.01% | +2,789 | New |
| Private Trust Co NA | 2,757 | $224.6K | 0.02% | +187+7.3% | Added |
| West Branch Capital LLC | 2,709 | $220.7K | 0.07% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,677 | $218.1K | 0.00% | +2,677 | New |
| Sequoia Financial Advisors, LLC | 2,655 | $216.3K | 0.00% | +2,655 | New |
| Quest Partners LLC | 2,605 | $212.2K | 0.02% | −3,921−60.1% | Reduced |
| HighPoint Advisor Group LLC | 2,664 | $211.1K | 0.01% | +2,664 | New |
| Carl P. Sherr & Co., LLC | 2,560 | $208.5K | 0.11% | +2,560 | New |
| GeoWealth Management, LLC | 2,556 | $208.2K | 0.01% | −60−2.3% | Reduced |
| Proficio Capital Partners LLC | 2,545 | $207.3K | 0.02% | +2,545 | New |
| Versant Capital Management, Inc | 2,540 | $206.9K | 0.03% | +1,774+231.6% | Added |
| Change Path, LLC | 2,539 | $206.8K | 0.01% | +2,539 | New |
| SRS Capital Advisors, Inc. | 2,536 | $206.6K | 0.01% | −368−12.7% | Reduced |
| Accurate Wealth Management, LLC | 2,731 | $205.5K | 0.04% | −2,553−48.3% | Reduced |
| Beaton Management Co. Inc. | 2,500 | $204.0K | 0.11% | +2,500 | New |
| Astoria Portfolio Advisors LLC. | 2,591 | $203.9K | 0.07% | +2,591 | New |
| Skyline Advisors, Inc. | 2,500 | $203.7K | 0.08% | +2,500 | New |
| Kathmere Capital Management, LLC | 2,496 | $203.3K | 0.02% | +2,496 | New |
| Retirement Guys Formula LLC | 2,495 | $203.2K | 0.10% | +2,495 | New |
| Modern Wealth Management, LLC | 2,494 | $203.2K | 0.01% | +2,494 | New |
| Simon Quick Advisors, LLC | 2,486 | $202.5K | 0.01% | +2,486 | New |
| Ossiam | 2,441 | $198.8K | 0.00% | −720−22.8% | Reduced |
| Continuum Advisory, LLC | 2,348 | $191.3K | 0.02% | −35−1.5% | Reduced |
| Curat Global, LLC | 2,195 | $178.8K | 0.22% | +2,195 | New |
| Allworth Financial LP | 2,228 | $176.8K | 0.00% | +8+0.4% | Added |
| Nomura Asset Management Co Ltd | 2,080 | $169.4K | 0.00% | −560−21.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,064 | $168.1K | 0.00% | +104+5.3% | Added |
| MAI Capital Management | 1,956 | $159.3K | 0.00% | −14−0.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $155.1K | 0.08% | 00.0% | Unchanged |
| Quarry LP | 1,894 | $154.3K | 0.04% | −954−33.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,776 | $145.6K | 0.00% | +105+6.3% | Added |
| Proffitt & Goodson Inc | 1,786 | $145.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,720 | $140.1K | 0.11% | +20+1.2% | Added |
| Canada Pension Plan Investment Board | 1,700 | $138.5K | 0.00% | −18,400−91.5% | Reduced |
| Addison Advisors LLC | 1,591 | $129.6K | 0.04% | −19−1.2% | Reduced |
| Capital Analysts, LLC | 1,476 | $120.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,427 | $117.0K | 0.08% | −520−26.7% | Reduced |
| Principal Securities, Inc. | 1,553 | $113.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,282 | $104.5K | 0.02% | +482+60.3% | Added |
| IFP Advisors, Inc | 1,211 | $98.7K | 0.00% | −23−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,172 | $95.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,106 | $90.1K | 0.01% | +239+27.6% | Added |
| CVA Family Office, LLC | 1,097 | $89.4K | 0.01% | +7+0.6% | Added |