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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 1,082 | $88.1K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $85.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,030 | $83.9K | 0.01% | +503+95.4% | Added |
| SBI Securities Co., Ltd. | 1,010 | $82.3K | 0.00% | −231−18.6% | Reduced |
| Central Trust Co | 1,000 | $81.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $81.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 963 | $78.4K | 0.07% | +56+6.2% | Added |
| V-Square Quantitative Management LLC | 958 | $78.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 931 | $75.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $73.7K | 0.00% | −26−2.8% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $69.6K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 823 | $67.1K | 0.00% | −11,914−93.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 806 | $65.7K | 0.00% | +748+1,289.7% | Added |
| Steward Partners Investment Advisory, LLC | 784 | $63.9K | 0.00% | +170+27.7% | Added |
| Arlington Trust Co LLC | 774 | $63.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 719 | $58.6K | 0.00% | +65+9.9% | Added |
| MCF Advisors LLC | 705 | $57.4K | 0.00% | −59−7.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 679 | $55.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 644 | $52.4K | 0.04% | +644 | New |
| Millstone Evans Group, LLC | 620 | $50.5K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 604 | $49.0K | 0.02% | +604 | New |
| Founders Capital Management | 600 | $48.9K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 573 | $46.7K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 580 | $45.5K | 0.02% | +580 | New |
| McIlrath & Eck, LLC | 555 | $45.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 521 | $42.4K | 0.00% | −50−8.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $40.7K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $40.7K | 0.03% | +500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $38.9K | 0.00% | +317+196.9% | Added |
| Hemington Wealth Management | 467 | $38.0K | 0.01% | +88+23.2% | Added |
| N.E.W. Advisory Services LLC | 427 | $34.8K | 0.00% | +427 | New |
| Massmutual Trust Co FSB | 424 | $34.5K | 0.00% | −20−4.5% | Reduced |
| Sound Income Strategies, LLC | 424 | $34.5K | 0.00% | +3+0.7% | Added |
| North Star Investment Management Corp. | 423 | $34.5K | 0.00% | +1+0.2% | Added |
| Aviso Financial Inc. | 406 | $33.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $32.6K | 0.00% | −147−26.9% | Reduced |
| Deseret Mutual Benefit Administrators | 396 | $32.3K | 0.02% | −97−19.7% | Reduced |
| Barrett & Company, Inc. | 396 | $32.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 387 | $31.5K | 0.00% | −18−4.4% | Reduced |
| True Wealth Design, LLC | 383 | $31.2K | 0.01% | +85+28.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 373 | $30.4K | 0.02% | +373 | New |
| Legacy Wealth Managment, LLC | 370 | $30.1K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $30.1K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 337 | $27.6K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 333 | $27.1K | 0.00% | +333 | New |
| Laurel Wealth Advisors LLC | 325 | $26.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 324 | $26.4K | 0.00% | +7+2.2% | Added |
| Rise Advisors, LLC | 322 | $26.3K | 0.01% | −77−19.3% | Reduced |
| Bell Investment Advisors, Inc | 316 | $25.7K | 0.00% | +6+1.9% | Added |
| Whipplewood Advisors, LLC | 50 | $24.8K | 0.01% | −255−83.6% | Reduced |
| Private Wealth Management Group, LLC | 304 | $24.8K | 0.01% | −17−5.3% | Reduced |
| Northwest Capital Management Inc | 290 | $23.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 277 | $23.0K | 0.00% | +277 | New |
| Hollencrest Capital Management | 237 | $19.3K | 0.00% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 224 | $18.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 215 | $17.5K | 0.00% | −15−6.5% | Reduced |
| Rothschild Investment LLC | 214 | $17.4K | 0.00% | +5+2.4% | Added |
| Atwood & Palmer Inc | 200 | $16.3K | 0.00% | +200 | New |
| SOA Wealth Advisors, LLC. | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 194 | $15.8K | 0.01% | +194 | New |
| Whittier Trust Co | 188 | $15.3K | 0.00% | −120−39.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 179 | $14.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 170 | $13.8K | 0.00% | −33−16.3% | Reduced |
| Hopwood Financial Services, Inc. | 150 | $12.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 167 | $12.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 138 | $11.2K | 0.01% | −202−59.4% | Reduced |
| Newton One Investments LLC | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $10.9K | 0.00% | +98+272.2% | Added |
| Hexagon Capital Partners LLC | 131 | $10.7K | 0.00% | +27+26.0% | Added |
| Kozak & Associates, Inc. | 139 | $10.7K | 0.00% | +1+0.7% | Added |
| Horizon Investments, LLC | 127 | $10.3K | 0.00% | +14+12.4% | Added |
| Atala Financial Inc | 124 | $10.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 124 | $10.1K | 0.00% | +54+77.1% | Added |
| Greenline Partners, LLC | 118 | $9.61K | 0.00% | +118 | New |
| Atlantic Trust, LLC | 116 | $9.45K | 0.00% | +116 | New |
| Beacon Capital Management, LLC | 111 | $9.06K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 107 | $8.72K | 0.00% | −873−89.1% | Reduced |
| Pingora Partners LLC | 100 | $8.15K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 101 | $8.00K | 0.00% | +101 | New |
| Fortitude Family Office, LLC | 79 | $6.43K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 78 | $6.35K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 75 | $6.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 75 | $6.11K | 0.00% | +22+41.5% | Added |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 67 | $5.46K | 0.00% | +17+34.0% | Added |
| Key Financial Inc | 64 | $5.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 62 | $5.05K | 0.00% | +22+55.0% | Added |
| Sachetta, LLC | 61 | $4.97K | 0.00% | −2−3.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 60 | $4.89K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $4.72K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 57 | $4.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 50 | $4.09K | 0.00% | −12−19.4% | Reduced |
| Hantz Financial Services, Inc. | 47 | $4.00K | 0.00% | +47 | New |
| Reyes Financial Architecture, Inc. | 47 | $3.83K | 0.00% | +47 | New |
| South State Corp. | 44 | $3.58K | 0.00% | +44 | New |
| Global Financial Private Client, LLC | 44 | $3.58K | 0.00% | +32+266.7% | Added |
| SJS Investment Consulting Inc. | 42 | $3.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 42 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $3.10K | 0.00% | −2−5.0% | Reduced |